Who owns iShares Dow Jones US Industrial?
- Ticker: IYJ
- CUSIP Number: 464287754
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Industrial with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Dow Jones US Industrial this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 875k | $105M | 8% | Jun 2024 |
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Bank of America Corporation | 696k | $93M | -5% | Sep 2024 |
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Wells Fargo & Company | 445k | $60M | 2% | Sep 2024 |
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LPL Financial | 307k | $41M | -2% | Sep 2024 |
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Royal Bank of Canada | 240k | $32M | 1% | Sep 2024 |
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Green Harvest Asset Management | 225k | $27M | 61% | Jun 2024 |
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Mml Investors Services | 179k | $24M | 4% | Sep 2024 |
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Prospera Financial Services | 152k | $20M | 6% | Sep 2024 |
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Raymond James Financial Services Advisors | 106k | $14M | 16% | Sep 2024 |
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Advisor Group Holdings | 92k | $12M | 23% | Sep 2024 |
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Ferguson Wellman Capital Management | 67k | $9.0M | -2% | Sep 2024 |
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MinichMacGregor Wealth Management | 65k | $8.7M | -2% | Sep 2024 |
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Stifel Financial | 59k | $7.1M | 2% | Jun 2024 |
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Goldman Sachs Group | 56k | $6.7M | -21% | Jun 2024 |
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Janney Montgomery Scott | 56k | $7.5M | 0% | Sep 2024 |
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BlackRock | 52k | $6.2M | 0% | Jun 2024 |
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Rockefeller Capital Management | 48k | $5.7M | 4% | Jun 2024 |
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Envestnet Asset Management | 47k | $6.2M | -1% | Sep 2024 |
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Modus Advisors | 44k | $5.9M | 0% | Sep 2024 |
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Susquehanna International | 43k | $5.7M | 7% | Sep 2024 |
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Commonwealth Equity Services | 41k | $5.5M | -14% | Sep 2024 |
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Cadent Capital Advisors | 40k | $5.4M | 21% | Sep 2024 |
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Cetera Investment Advisers | 40k | $4.8M | 0% | Jun 2024 |
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First Citizens Financial Corp | 40k | $5.4M | 0% | Sep 2024 |
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Mariner Wealth Advisors | 40k | $5.3M | -9% | Sep 2024 |
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Cambridge Investment Research Advisors | 39k | $5.2M | -29% | Sep 2024 |
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Raymond James & Associates | 37k | $4.9M | -5% | Sep 2024 |
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Well Done | 36k | $4.8M | 1315% | Sep 2024 |
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Lindbrook Capital | 36k | $4.7M | -4% | Sep 2024 |
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BlackRock | 35k | $4.7M | 100% | Sep 2024 |
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Southern Capital Advisors | 29k | $3.9M | 4% | Sep 2024 |
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Advisory Services Network | 28k | $3.3M | 0% | Sep 2024 |
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HighTower Advisors | 28k | $3.3M | 3% | Jun 2024 |
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Kingswood Wealth Advisors | 27k | $3.6M | 100% | Sep 2024 |
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Frank, Rimerman Advisors | 25k | $3.3M | 0% | Sep 2024 |
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KKM Financial | 24k | $3.2M | 4% | Sep 2024 |
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Magnolia Capital Management | 22k | $2.9M | 0% | Sep 2024 |
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Private Advisor | 22k | $2.9M | -38% | Sep 2024 |
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Ariel Capital Advisors | 21k | $2.7M | 0% | Sep 2024 |
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Creative Planning | 20k | $2.6M | 2% | Sep 2024 |
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Shulman DeMeo Asset Management | 19k | $2.6M | 0% | Sep 2024 |
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Tudor Financial | 18k | $2.4M | 100% | Sep 2024 |
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Jones Financial Companies, L.L | 17k | $2.3M | 839% | Sep 2024 |
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Perigon Wealth Management | 17k | $2.3M | 1% | Sep 2024 |
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Sanctuary Advisors | 16k | $2.3M | 36% | Sep 2024 |
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Mmbg Investment Advisors | 16k | $2.1M | 0% | Sep 2024 |
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Synergy Financial Management | 14k | $1.9M | 100% | Sep 2024 |
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Davenport & Co | 14k | $1.8M | 0% | Sep 2024 |
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Snowden Capital Advisors | 13k | $1.7M | -3% | Sep 2024 |
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CX Institutional | 13k | $1.7M | 1% | Sep 2024 |
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Merkkuri Wealth Advisors | 13k | $1.7M | 13% | Sep 2024 |
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Atria Investments | 13k | $1.7M | 12% | Sep 2024 |
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JBR Co Financial Management | 13k | $1.7M | -1% | Sep 2024 |
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Scotia Capital | 12k | $1.7M | -10% | Sep 2024 |
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Laurel Wealth Advisors | 12k | $1.6M | 0% | Sep 2024 |
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Waterloo Capital | 12k | $1.4M | 0% | Jun 2024 |
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Stillwater Capital Advisors | 12k | $1.5M | -14% | Sep 2024 |
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Nikulski Financial | 11k | $1.4M | -12% | Sep 2024 |
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Essex | 11k | $1.4M | -4% | Sep 2024 |
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D L Carlson Investment Group | 10k | $1.4M | -13% | Sep 2024 |
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Nomura Asset Management | 10k | $1.4M | 100% | Sep 2024 |
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Principal Securities | 10k | $1.4M | -7% | Sep 2024 |
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Brian McDonald | 9.9k | $1.3M | 9% | Sep 2024 |
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Empirical Asset Management | 9.7k | $1.3M | 1% | Sep 2024 |
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HPM Partners | 9.7k | $1.3M | 100% | Sep 2024 |
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Tritonpoint Wealth | 9.5k | $1.3M | -2% | Sep 2024 |
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Huntington National Bank | 9.5k | $1.3M | -2% | Sep 2024 |
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Planning Directions | 9.2k | $1.2M | 0% | Sep 2024 |
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Fifth Third Securities | 8.3k | $1.1M | -10% | Sep 2024 |
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Flow Traders US | 8.3k | $1.1M | 100% | Sep 2024 |
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Royal Fund Management | 8.2k | $1.1M | -54% | Sep 2024 |
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Navellier & Associates | 8.2k | $1.1M | -20% | Sep 2024 |
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Stephens | 8.1k | $1.1M | 0% | Sep 2024 |
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Resources Investment Advisors | 8.0k | $1.1M | 325% | Sep 2024 |
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Colony | 7.9k | $1.1M | 26% | Sep 2024 |
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Captrust Financial Advisors | 7.5k | $1000k | -26% | Sep 2024 |
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Hartland & Co | 7.5k | $997k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 7.4k | $993k | 23% | Sep 2024 |
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Adell, Harriman, & Carpenter | 7.4k | $988k | 0% | Sep 2024 |
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Citadel Advisors | 7.4k | $988k | 102% | Sep 2024 |
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Simmons Bank | 7.4k | $987k | 0% | Sep 2024 |
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Muirfield Wealth Advisors | 7.1k | $951k | -7% | Sep 2024 |
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Qube Research & Technologies | 7.0k | $840k | -8% | Jun 2024 |
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Branch Banking & Trust Company | 6.8k | $816k | 35% | Jun 2024 |
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Steward Partners Investment Advisory | 6.8k | $808k | 46% | Jun 2024 |
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Sunbelt Securities | 6.7k | $897k | -15% | Sep 2024 |
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Beacon Pointe Advisors | 6.5k | $869k | 0% | Sep 2024 |
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CWM | 6.4k | $852k | 0% | Sep 2024 |
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Compagnie Lombard, Odier SCA | 6.4k | $849k | 0% | Sep 2024 |
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Ameritas Advisory Services | 6.3k | $841k | -33% | Sep 2024 |
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Bartlett & Co. Wealth Management | 6.1k | $820k | 0% | Sep 2024 |
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Equitable Holdings | 6.1k | $729k | 5% | Jun 2024 |
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Rollins Financial Advisors | 6.0k | $805k | -4% | Sep 2024 |
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Quantinno Capital Management | 5.9k | $699k | -2% | Jun 2024 |
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Pnc Financial Services | 5.8k | $772k | -1% | Sep 2024 |
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NTV Asset Management | 5.6k | $744k | 0% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 5.4k | $725k | -42% | Sep 2024 |
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Bank of New York Mellon | 5.4k | $722k | 21% | Sep 2024 |
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Swisher Financial Concepts | 5.4k | $715k | -12% | Sep 2024 |
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Mutual Advisors | 5.3k | $717k | 0% | Sep 2024 |
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Meridian Wealth Management | 5.3k | $712k | 100% | Sep 2024 |
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Charter Oak Capital Management | 5.2k | $694k | 3% | Sep 2024 |
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Modera Wealth Management | 4.9k | $660k | 0% | Sep 2024 |
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LLBH Private Wealth Management | 4.9k | $588k | -20% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 4.9k | $654k | -7% | Sep 2024 |
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Glenview Trust | 4.7k | $622k | 0% | Sep 2024 |
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CI Private Wealth | 4.6k | $616k | -7% | Sep 2024 |
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Laidlaw Wealth Management | 4.6k | $610k | 2% | Sep 2024 |
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Mercer Global Advisors | 4.5k | $534k | -33% | Jun 2024 |
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One Charles Private Wealth Services | 4.3k | $581k | -6% | Sep 2024 |
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Kesler, Norman & Wride | 4.3k | $575k | 0% | Sep 2024 |
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M3 Advisory Group | 4.2k | $561k | -1% | Sep 2024 |
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William Blair $ Company | 4.2k | $556k | -3% | Sep 2024 |
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Haverford Trust Company | 4.0k | $533k | 0% | Sep 2024 |
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Castle Rock Wealth Management | 4.0k | $529k | 0% | Sep 2024 |
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Ignite Planners | 3.9k | $526k | 0% | Sep 2024 |
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O'shaughnessy Asset Management | 3.9k | $535k | 561% | Sep 2024 |
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Stonebridge Financial Planning Group | 3.8k | $507k | -3% | Sep 2024 |
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Biondo Investment Advisors | 3.7k | $498k | -2% | Sep 2024 |
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Goss Wealth Management | 3.7k | $437k | 0% | Jun 2024 |
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Noble Family Wealth | 3.6k | $481k | 0% | Sep 2024 |
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Northern Trust | 3.6k | $479k | 2% | Sep 2024 |
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Raymond James Trust | 3.5k | $474k | 0% | Sep 2024 |
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TPG Advisors | 3.5k | $468k | 0% | Sep 2024 |
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Better Money Decisions | 3.5k | $467k | 0% | Sep 2024 |
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Wealth Management Partners | 3.4k | $456k | 0% | Sep 2024 |
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D. E. Shaw & Co | 3.4k | $449k | 53% | Sep 2024 |
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Change Path | 3.4k | $448k | 100% | Sep 2024 |
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Kestra Private Wealth Services | 3.3k | $437k | 81% | Sep 2024 |
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Optivise Advisory Services | 3.2k | $429k | 0% | Sep 2024 |
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Burke & Herbert Bank & Trust | 3.2k | $428k | 0% | Sep 2024 |
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Commerce Bank N A | 3.2k | $425k | 0% | Sep 2024 |
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United Capital Financial Advisers | 3.2k | $422k | 0% | Sep 2024 |
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Merit Financial Group | 3.1k | $417k | -1% | Sep 2024 |
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Benjamin Edwards | 3.1k | $409k | 670% | Sep 2024 |
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Atlantic Trust | 3.0k | $402k | 0% | Sep 2024 |
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Chesapeake Wealth Management | 3.0k | $402k | 0% | Sep 2024 |
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Sontag Advisory | 3.0k | $396k | 6% | Sep 2024 |
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Citizens Financial Group | 3.0k | $395k | 0% | Sep 2024 |
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AE Wealth Management | 2.9k | $392k | -95% | Sep 2024 |
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Apollon Wealth Management | 2.9k | $390k | -71% | Sep 2024 |
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Moloney Securities Asset Management | 2.9k | $389k | -96% | Sep 2024 |
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Arkadios Wealth Advisors | 2.9k | $384k | -9% | Sep 2024 |
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Whittier Trust | 2.8k | $376k | 0% | Sep 2024 |
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SFE Investment Counsel | 2.7k | $364k | -6% | Sep 2024 |
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Renaissance Technologies | 2.7k | $361k | 100% | Sep 2024 |
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Patriot Investment Management | 2.7k | $357k | 0% | Sep 2024 |
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Paragon Financial Partners | 2.7k | $355k | 0% | Sep 2024 |
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GSA Capital Partners | 2.6k | $354k | 25% | Sep 2024 |
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Integrys Wealth Advisors | 2.6k | $351k | -4% | Sep 2024 |
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Abbrea Capital | 2.3k | $275k | -32% | Jun 2024 |
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Picton Mahoney Asset Management | 2.1k | $281k | -60% | Sep 2024 |
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Kestra Advisory Services | 1.9k | $252k | -47% | Sep 2024 |
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Who sold out of iShares Dow Jones US Industrial?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Pinkerton Retirement Specialists | Jun 2024 | 72k | $8.6M |
Norden Group | Jun 2024 | 61k | $7.3M |
Townsquare Capital | Mar 2024 | 53k | $6.7M |
Concurrent Investment Advisors | Jun 2024 | 41k | $4.8M |
Sharp Financial Services | Jun 2024 | 34k | $4.1M |
Rps Advisory Solutions | Jun 2024 | 26k | $3.1M |
Balboa Wealth Partners | Jun 2024 | 23k | $2.8M |
Zurich Insurance Group Ltd/FI | Jun 2024 | 18k | $2.3M |
EWG Elevate | Jun 2024 | 16k | $1.9M |
Smartleaf Asset Management | Jun 2024 | 11k | $1.4M |
Virtue Capital Management | Mar 2024 | 10k | $1.2M |
Koshinski Asset Management | Jun 2024 | 9.0k | $1.1M |
Clear Creek Financial Management | Jun 2024 | 8.8k | $1.1M |
Sigma Planning | Jun 2024 | 5.4k | $646k |
WESPAC Advisors | Jun 2024 | 5.0k | $601k |
IFG Advisory | Jun 2024 | 4.8k | $576k |
Atria Wealth Solutions | Jun 2024 | 3.8k | $458k |
Wealthstar Advisors | Mar 2024 | 3.5k | $445k |
Wealth Enhancement Advisory Services | Mar 2024 | 2.7k | $342k |