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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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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 672k | $77M | 8% | Dec 2023 |
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| Wells Fargo & Company | 339k | $39M | 1% | Dec 2023 |
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| UBS Group | 244k | $28M | 7% | Dec 2023 |
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| Royal Bank of Canada | 212k | $24M | -12% | Dec 2023 |
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| Prospera Financial Services | 102k | $12M | 3% | Dec 2023 |
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| Goldman Sachs Group | 98k | $11M | -28% | Dec 2023 |
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| Raymond James Financial Services Advisors | 88k | $11M | -5% | Mar 2024 |
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| AE Wealth Management | 75k | $8.6M | 197% | Dec 2023 |
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| Ferguson Wellman Capital Management | 70k | $8.8M | -2% | Mar 2024 |
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| MinichMacGregor Wealth Management | 69k | $8.6M | 1761% | Mar 2024 |
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| Cambridge Investment Research Advisors | 58k | $7.2M | 18% | Mar 2024 |
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| Janney Montgomery Scott | 52k | $6.0M | 1% | Dec 2023 |
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| Baird Financial | 51k | $5.8M | -8% | Dec 2023 |
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| Commonwealth Equity Services | 44k | $5.1M | 6% | Dec 2023 |
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| Modus Advisors | 44k | $5.0M | 1% | Dec 2023 |
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| Lindbrook Capital | 44k | $5.0M | 0% | Dec 2023 |
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| Pinkerton Retirement Specialists | 43k | $4.9M | 100% | Dec 2023 |
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| Rockefeller Capital Management | 41k | $4.7M | 119% | Dec 2023 |
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| First Citizens Financial Corp | 40k | $4.6M | 1% | Dec 2023 |
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| Brookstone Capital Management | 40k | $5.0M | 75% | Mar 2024 |
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| Concurrent Investment Advisors | 40k | $4.5M | 100% | Dec 2023 |
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| Advisor Group Holdings | 39k | $4.5M | -33% | Dec 2023 |
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| Townsquare Capital | 34k | $3.9M | 100% | Dec 2023 |
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| Cadent Capital Advisors | 34k | $4.2M | 100% | Mar 2024 |
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| Raymond James & Associates | 33k | $4.1M | -6% | Mar 2024 |
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| Private Advisor | 31k | $3.5M | 31% | Dec 2023 |
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| Southern Capital Advisors | 31k | $3.5M | 66% | Dec 2023 |
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| Stifel Financial | 28k | $3.2M | 147% | Dec 2023 |
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| Advisory Services Network | 28k | $3.2M | 73% | Dec 2023 |
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| Mariner Wealth Advisors | 27k | $3.1M | 80% | Dec 2023 |
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| HighTower Advisors | 26k | $3.0M | 0% | Dec 2023 |
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| Magnolia Capital Management | 22k | $2.8M | 0% | Mar 2024 |
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| Ariel Capital Advisors | 21k | $2.3M | 0% | Dec 2023 |
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| KKM Financial | 20k | $2.3M | 100% | Dec 2023 |
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| Shulman DeMeo Asset Management | 19k | $2.4M | 0% | Mar 2024 |
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| Creative Planning | 19k | $2.2M | 2% | Dec 2023 |
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| Bank Of Montreal | 18k | $2.1M | 11% | Dec 2023 |
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| Zurich Insurance Group Ltd/FI | 18k | $2.1M | 0% | Dec 2023 |
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| Rainsberger Wealth Advisors | 18k | $2.0M | -6% | Dec 2023 |
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| Royal Fund Management | 17k | $2.2M | 6% | Mar 2024 |
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| Perigon Wealth Management | 16k | $1.9M | 100% | Dec 2023 |
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| Mmbg Investment Advisors | 16k | $1.8M | 0% | Dec 2023 |
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| Scotia Capital | 15k | $1.7M | -1% | Dec 2023 |
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| Navellier & Associates | 15k | $1.7M | 65% | Dec 2023 |
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| Snowden Capital Advisors | 14k | $1.6M | 8% | Dec 2023 |
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| JBR Co Financial Management | 14k | $1.6M | 100% | Dec 2023 |
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| Stillwater Capital Advisors | 14k | $1.7M | -2% | Mar 2024 |
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| CX Institutional | 13k | $1.7M | -63% | Mar 2024 |
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| Virtue Capital Management | 13k | $1.4M | -24% | Dec 2023 |
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| Smartleaf Asset Management | 13k | $1.5M | 100% | Dec 2023 |
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| D L Carlson Investment Group | 13k | $1.5M | -11% | Dec 2023 |
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| Outlook Wealth Advisors | 12k | $1.6M | 100% | Mar 2024 |
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| Nikulski Financial | 12k | $1.5M | 29% | Mar 2024 |
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| Balboa Wealth Partners | 12k | $1.4M | 100% | Dec 2023 |
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| Eudaimonia Advisors | 12k | $1.4M | -12% | Dec 2023 |
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| Tritonpoint Wealth | 11k | $1.3M | 100% | Dec 2023 |
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| Essex | 11k | $1.3M | -24% | Dec 2023 |
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| Captrust Financial Advisors | 11k | $1.2M | 0% | Dec 2023 |
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| Planning Directions | 11k | $1.2M | -3% | Dec 2023 |
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| Huntington National Bank | 9.7k | $1.1M | -8% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 9.4k | $1.2M | -3% | Mar 2024 |
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| Eudaimonia Partners | 9.1k | $1.0M | -15% | Dec 2023 |
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| Fifth Third Securities | 8.9k | $1.1M | -30% | Mar 2024 |
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| Harmony Asset Management | 8.9k | $1.0M | 100% | Dec 2023 |
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| Davenport & Co | 7.8k | $895k | -6% | Dec 2023 |
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| Principal Securities | 7.6k | $870k | 100% | Dec 2023 |
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| Citadel Advisors | 7.5k | $858k | 0% | Dec 2023 |
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| Muirfield Wealth Advisors | 7.4k | $934k | 100% | Mar 2024 |
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| Financial Services Advisory | 7.4k | $850k | 100% | Dec 2023 |
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| Adell, Harriman, & Carpenter | 7.4k | $846k | 0% | Dec 2023 |
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| Simmons Bank | 7.4k | $844k | 0% | Dec 2023 |
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| Hartland & Co | 7.4k | $843k | 0% | Dec 2023 |
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| Telemus Capital | 7.2k | $822k | 254% | Dec 2023 |
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| Compagnie Lombard, Odier SCA | 7.0k | $801k | 0% | Dec 2023 |
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| Ameritas Advisory Services | 6.9k | $819k | -32% | Dec 2023 |
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| Pnc Financial Services | 6.8k | $777k | 4% | Dec 2023 |
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| Sunbelt Securities | 6.6k | $824k | 374% | Mar 2024 |
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| Beacon Pointe Advisors | 6.5k | $743k | -7% | Dec 2023 |
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| Mercer Global Advisors | 6.4k | $736k | 30% | Dec 2023 |
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| CWM | 6.4k | $800k | 2% | Mar 2024 |
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| Colony | 6.3k | $719k | 100% | Dec 2023 |
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| Clear Creek Financial Management | 6.3k | $719k | 100% | Dec 2023 |
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| Bartlett & Co. | 6.2k | $714k | -2% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 6.2k | $714k | -2% | Dec 2023 |
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| LLBH Private Wealth Management | 6.2k | $707k | 0% | Dec 2023 |
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| Mutual Advisors | 6.1k | $700k | -4% | Dec 2023 |
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| Swisher Financial Concepts | 6.1k | $751k | 100% | Mar 2024 |
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| IFG Advisory | 5.7k | $654k | 0% | Dec 2023 |
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| NTV Asset Management | 5.6k | $636k | -9% | Dec 2023 |
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| Charter Oak Capital Management | 5.4k | $673k | 0% | Mar 2024 |
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| Meridian Wealth Management | 5.3k | $610k | -50% | Dec 2023 |
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| Jpmorgan Chase & Co | 5.2k | $594k | 121% | Dec 2023 |
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| United Capital Financial Advisers | 4.8k | $552k | -86% | Dec 2023 |
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| One Charles Private Wealth Services | 4.8k | $550k | 57% | Dec 2023 |
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| CoreCap Advisors | 4.8k | $545k | -28% | Dec 2023 |
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| Modera Wealth Management | 4.7k | $541k | 0% | Dec 2023 |
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| Glenview Trust | 4.7k | $533k | -3% | Dec 2023 |
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| Quantinno Capital Management | 4.6k | $528k | 40% | Dec 2023 |
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| Kesler, Norman & Wride | 4.6k | $576k | -28% | Mar 2024 |
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| GPS Wealth Strategies Group | 4.5k | $516k | -14% | Dec 2023 |
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| Commerce Bank N A | 4.5k | $512k | 48% | Dec 2023 |
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| Laidlaw Wealth Management | 4.5k | $509k | -6% | Dec 2023 |
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| Branch Banking & Trust Company | 4.4k | $509k | 1% | Dec 2023 |
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| Rollins Financial | 4.4k | $498k | 13% | Dec 2023 |
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| Bailard | 4.4k | $498k | -9% | Dec 2023 |
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| M3 Advisory Group | 4.3k | $497k | 100% | Dec 2023 |
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| Stonebridge Financial Planning Group | 4.1k | $464k | -1% | Dec 2023 |
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| Haverford Trust Company | 4.0k | $456k | 1% | Dec 2023 |
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| Ignite Planners | 3.9k | $489k | 0% | Mar 2024 |
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| Castle Rock Wealth Management | 3.9k | $437k | 0% | Dec 2023 |
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| Edmond De Rothschild Holding | 3.9k | $446k | 0% | Dec 2023 |
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| Apollon Wealth Management | 3.9k | $443k | 26% | Dec 2023 |
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| CI Private Wealth | 3.7k | $420k | 100% | Dec 2023 |
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| William Blair $ Company | 3.7k | $419k | -5% | Dec 2023 |
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| Noble Family Wealth | 3.6k | $453k | 0% | Mar 2024 |
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| Raymond James Trust | 3.5k | $446k | 0% | Mar 2024 |
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| Wealth Management Partners | 3.5k | $445k | -29% | Mar 2024 |
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| Wealthstar Advisors | 3.5k | $445k | 100% | Mar 2024 |
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| Moloney Securities Asset Management | 3.5k | $399k | 0% | Dec 2023 |
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| Better Money Decisions | 3.5k | $397k | 0% | Dec 2023 |
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| Abbrea Capital | 3.4k | $389k | 0% | Dec 2023 |
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| Summit Financial | 3.2k | $402k | 0% | Mar 2024 |
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| Picton Mahoney Asset Management | 3.2k | $366k | 139% | Dec 2023 |
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| SFE Investment Counsel | 3.2k | $362k | -5% | Dec 2023 |
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| ValMark Advisers | 3.0k | $338k | -2% | Dec 2023 |
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| Whittier Trust | 2.8k | $321k | 0% | Dec 2023 |
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| Sontag Advisory | 2.8k | $319k | 0% | Dec 2023 |
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| Lincoln National | 2.8k | $317k | -1% | Dec 2023 |
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| Steward Partners Investment Advisory | 2.8k | $315k | 19% | Dec 2023 |
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| Integrys Wealth Advisors | 2.7k | $345k | -2% | Mar 2024 |
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| Chesapeake Wealth Management | 2.7k | $313k | 0% | Dec 2023 |
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| TD Waterhouse Canada | 2.7k | $386k | 27% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 2.7k | $342k | 3% | Mar 2024 |
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| Summit X | 2.7k | $303k | 0% | Dec 2023 |
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| Patriot Investment Management | 2.7k | $336k | -8% | Mar 2024 |
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| Paragon Financial Partners | 2.6k | $303k | -16% | Dec 2023 |
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| Hilltop Holdings | 2.6k | $297k | -2% | Dec 2023 |
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| Garde Capital | 2.6k | $292k | -11% | Dec 2023 |
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| Commonwealth Financial Services | 2.5k | $287k | 0% | Dec 2023 |
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| Us Bancorp | 2.5k | $286k | -12% | Dec 2023 |
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| Stratos Wealth Partners | 2.5k | $309k | 17% | Mar 2024 |
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| GSA Capital Partners | 2.4k | $280k | 100% | Dec 2023 |
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| Sonata Capital | 2.4k | $274k | 0% | Dec 2023 |
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| D.A. Davidson & Co. | 2.4k | $270k | -69% | Dec 2023 |
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| Griffin Asset Management | 2.3k | $287k | 0% | Mar 2024 |
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| Grey Fox Wealth Advisors | 2.3k | $284k | 0% | Mar 2024 |
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| Family Firm | 2.2k | $257k | 1% | Dec 2023 |
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| LGT Financial Advisors | 2.2k | $252k | 1% | Dec 2023 |
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| Citigroup | 2.2k | $252k | -62% | Dec 2023 |
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| Chemistry Wealth Management | 2.1k | $270k | 0% | Mar 2024 |
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| H D Vest Advisory Services | 2.0k | $227k | -79% | Dec 2023 |
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| Kestra Advisory Services | 1.9k | $219k | -30% | Dec 2023 |
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| Bank of New York Mellon | 1.8k | $208k | -71% | Dec 2023 |
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Who sold out of iShares Dow Jones US Industrial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Blackston Financial Advisory Group | Sep 2023 | 7.8k | $785k |
| Central Valley Advisors | Dec 2023 | 5.3k | $601k |
| Merit Financial Group | Sep 2023 | 3.5k | $354k |
| Western Wealth Management | Sep 2023 | 2.9k | $294k |
| Arkadios Wealth Advisors | Sep 2023 | 2.4k | $244k |
| Marco Investment Management | Sep 2023 | 2.4k | $238k |