Who owns iShares Dow Jones US Industrial?

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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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Top investors of iShares Dow Jones US Industrial stock

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