Who owns iShares Dow Jones US Consumer Goods?

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Analyze quarterly positions in iShares Dow Jones US Consumer Goods with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Dow Jones US Consumer Goods stock

Who bought or sold iShares Dow Jones US Consumer Goods this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Green Harvest Asset Management 512k $96M 10% Sep 2023
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Morgan Stanley 408k $76M -18% Sep 2023
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LPL Financial 260k $49M 11% Sep 2023
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Bank of America Corporation 212k $41M -27% Dec 2023
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Northwestern Mutual Wealth Management Company 196k $37M 72% Sep 2023
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Granite Bay Wealth Management 183k $34M -64% Dec 2023
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UBS Group 164k $31M -26% Dec 2023
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Ameriprise Financial 127k $24M -6% Sep 2023
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Wells Fargo & Company 124k $24M -26% Dec 2023
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Cambridge Investment Research Advisors 73k $14M -28% Dec 2023
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Goldman Sachs Group 71k $14M -20% Dec 2023
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Commonwealth Equity Services 69k $13M -1% Dec 2023
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Royal Bank of Canada 58k $11M -38% Dec 2023
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Advisor Group Holdings 56k $11M -64% Dec 2023
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Citadel Advisors 46k $8.8M 91% Dec 2023
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Envestnet Asset Management 42k $7.8M -19% Sep 2023
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Bellwether Advisors 40k $7.7M -40% Dec 2023
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CIBC World Markets 35k $6.6M 1% Sep 2023
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WealthCare Investment Partners 35k $6.7M -9% Dec 2023
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Mml Investors Services 31k $5.8M -75% Sep 2023
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Fernwood Investment Management 26k $5.0M -1% Dec 2023
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Cetera Investment Advisers 26k $4.8M -2% Sep 2023
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Raymond James Financial Services Advisors 24k $4.7M -38% Dec 2023
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Financial Network Investment Corporation 23k $4.3M 18% Sep 2023
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Stifel Financial 23k $4.3M -67% Dec 2023
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Rehmann Capital Advisory 19k $3.6M 6% Sep 2023
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Equitable Holdings 19k $3.5M -15% Sep 2023
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AE Wealth Management 19k $3.6M 24% Dec 2023
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Raymond James & Associates 17k $3.3M -53% Dec 2023
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We Are One Seven 17k $3.2M -18% Dec 2023
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H D Vest Advisory Services 17k $3.2M -8% Dec 2023
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Conservest Capital Advisors 16k $3.1M -2% Dec 2023
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Advisory Services Network 15k $2.9M 34% Dec 2023
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First Citizens Financial Corp 15k $2.9M 0% Dec 2023
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Geneos Wealth Management 14k $2.7M 0% Dec 2023
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Principal Securities 14k $2.7M 100% Dec 2023
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SFI Advisors 13k $2.5M -25% Dec 2023
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Susquehanna International 13k $2.4M -57% Sep 2023
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Bank Of Montreal 13k $2.5M -10% Dec 2023
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Proequities 13k $2.4B 3% Dec 2023
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Penobscot Wealth Management 12k $2.4M 4% Dec 2023
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Private Advisor 10k $1.9M 62% Dec 2023
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Goss Wealth Management 10k $1.9M 0% Sep 2023
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Wakefield Asset Management L 9.8k $1.9M 100% Dec 2023
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Lincoln National 9.4k $1.8M -2% Dec 2023
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Branch Banking & Trust Company 9.1k $1.7M 2% Dec 2023
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Steward Partners Investment Advisory 9.1k $1.7M -43% Dec 2023
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Jpmorgan Chase & Co 8.9k $1.7M 18% Dec 2023
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Commonwealth Retirement Investments 8.2k $1.6M 100% Dec 2023
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Money Concepts Capital Corp 8.2k $1.6M 1% Dec 2023
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Creative Planning 8.2k $1.6M -18% Dec 2023
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Glenview Trust 7.6k $1.5M 70% Dec 2023
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P.J. Schmidt Investment Management 7.4k $1.4M -2% Dec 2023
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Thoroughbred Financial Services 7.4k $1.4M -24% Dec 2023
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KKM Financial 6.9k $1.3M 100% Dec 2023
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Huntington National Bank 6.3k $1.2M 14% Dec 2023
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Stonebridge Financial Planning Group 6.3k $1.2M -1% Dec 2023
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Tower Research Capital 6.1k $1.1M -27% Sep 2023
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Qube Research & Technologies 5.8k $1.1M 1073% Sep 2023
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Multi-Financial Securities 5.8k $1.1M -39% Sep 2023
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Thrivent Financial for Lutherans 5.7k $1.1M -1% Sep 2023
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CI Private Wealth 5.4k $1.0M -15% Dec 2023
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Bessemer 5.2k $993k -2% Dec 2023
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Essex 5.1k $971k -24% Dec 2023
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Nikulski Financial 5.1k $969k -2% Dec 2023
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National Asset Management 4.9k $941k -47% Dec 2023
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Cresset Asset Management 4.9k $907k 0% Sep 2023
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Kestra Advisory Services 4.9k $930k -3% Dec 2023
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Stillwater Capital Advisors 4.7k $893k 40% Dec 2023
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Two Sigma Investments 4.4k $844k -94% Dec 2023
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Simmons Bank 4.3k $830k 0% Dec 2023
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Smartleaf Asset Management 4.3k $823k 100% Dec 2023
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Virtue Capital Management 4.3k $827k 100% Dec 2023
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Davenport & Co 4.3k $820k 5% Dec 2023
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4.2k $797k -1% Dec 2023
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Stephens 4.0k $750k -42% Sep 2023
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FMR 3.9k $722k 3% Sep 2023
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Two Sigma Advisers 3.8k $729k -84% Dec 2023
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VCI Wealth Management 3.8k $724k 100% Dec 2023
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Janney Montgomery Scott 3.7k $705k -31% Dec 2023
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Calton & Associates 3.6k $697k 34% Dec 2023
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Creative Financial Designs 3.6k $683k -12% Dec 2023
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Ameritas Advisory Services 3.6k $682k -52% Dec 2023
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Atria Wealth Solutions 3.5k $672k 9% Dec 2023
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Matthew Goff Investment Advisor 3.4k $655k 3% Dec 2023
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Jaffetilchin Investment Partners 3.3k $622k 0% Sep 2023
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RFG Advisory 3.2k $607k 21% Dec 2023
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Mariner Wealth Advisors 3.1k $598k 100% Dec 2023
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Captrust Financial Advisors 3.1k $594k -2% Dec 2023
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LLBH Private Wealth Management 3.1k $592k 0% Dec 2023
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Resources Investment Advisors 2.9k $540k -15% Sep 2023
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Accel Wealth Management 2.9k $547k -5% Dec 2023
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HighTower Advisors 2.8k $542k 33% Dec 2023
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D.A. Davidson & Co. 2.8k $532k 100% Dec 2023
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Cottonwood Capital Advisors 2.8k $532k -5% Dec 2023
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Perigon Wealth Management 2.6k $498k 0% Dec 2023
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Mutual Advisors 2.6k $491k -21% Dec 2023
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Beacon Financial Advisory 2.5k $489k 1% Dec 2023
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MAI Wealth Advisors 2.5k $479k 100% Dec 2023
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Apeiron RIA 2.5k $478k -19% Dec 2023
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Elwood & Goetz Wealth Advisory Group 2.5k $477k 0% Dec 2023
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CWM 2.5k $475k -8% Dec 2023
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Blankinship & Foster 2.5k $473k 17% Dec 2023
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Comprehensive Wealth Management 2.5k $471k -2% Dec 2023
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Two Sigma Securities 2.3k $446k 34% Dec 2023
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Pnc Financial Services 2.3k $445k -2% Dec 2023
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Patriot Investment Management 2.3k $440k -63% Dec 2023
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IHT Wealth Management 2.2k $418k -15% Sep 2023
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Pacific Sun Financial Corp 2.2k $415k 0% Dec 2023
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TFB Advisors 2.2k $414k 100% Dec 2023
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Ferguson Wellman Capital Management 2.1k $407k 0% Dec 2023
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Focus Financial Network 2.1k $397k 100% Dec 2023
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Brian McDonald 2.0k $379k 100% Sep 2023
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Wealth Enhancement Advisory Services 2.0k $384k 0% Dec 2023
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CoreCap Advisors 2.0k $382k 61% Dec 2023
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GSA Capital Partners 1.9k $373k -65% Dec 2023
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Jane Street 1.9k $362k 100% Dec 2023
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Brookstone Capital Management 1.8k $349k -12% Dec 2023
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Arkadios Wealth Advisors 1.8k $344k -9% Dec 2023
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Pensionmark Financial Group 1.8k $343k -5% Dec 2023
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William Blair $ Company 1.7k $323k 1% Dec 2023
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Graves-Light Private Wealth Management 1.6k $310k 0% Dec 2023
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Laidlaw Wealth Management 1.6k $307k -25% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 1.6k $307k 0% Dec 2023
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One Charles Private Wealth Services 1.6k $302k -15% Dec 2023
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Citigroup 1.6k $299k -52% Dec 2023
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Meridian Wealth Management 1.5k $294k -51% Dec 2023
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National Bank Of Canada /fi/ 1.5k $299k 0% Dec 2023
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HPM Partners 1.5k $288k 100% Dec 2023
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Brown Brothers Harriman & Co. 1.5k $288k 0% Dec 2023
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Prospera Financial Services 1.5k $288k -96% Dec 2023
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Strategic Blueprint 1.5k $282k 1% Dec 2023
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Abbrea Capital 1.4k $268k 0% Dec 2023
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J.w. Cole Advisors 1.4k $267k -10% Dec 2023
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First Republic Investment Management 1.4k $256k -11% Sep 2023
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Gray Wealth Management 1.4k $261k 0% Dec 2023
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Integrated Wealth Concepts 1.3k $251k 8% Sep 2023
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Garrison Point Advisors 1.3k $253k 0% Dec 2023
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Charter Oak Capital Management 1.3k $251k -35% Dec 2023
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United Capital Financial Advisers 1.3k $245k -90% Dec 2023
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SPC Financial 1.3k $245k -62% Dec 2023
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Mercer Global Advisors 1.3k $245k 0% Dec 2023
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First Merchants Bank, National Association 1.3k $244k 0% Dec 2023
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Gts Securities 1.3k $243k 100% Dec 2023
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Biondo Investment Advisors 1.3k $242k -7% Dec 2023
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Tritonpoint Wealth 1.2k $239k 100% Dec 2023
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Harbour Investments 1.2k $236k -7% Dec 2023
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Affiance Financial 1.2k $235k 0% Dec 2023
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Bailard 1.2k $232k 0% Dec 2023
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WESPAC Advisors SoCal 1.2k $232k 100% Dec 2023
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Centaurus Financial 1.1k $220k -30% Dec 2023
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TD Waterhouse Canada 744.00 $144k -64% Dec 2023
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EP Wealth Advisors 597.00 $115k -55% Dec 2023
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IFP Advisors 316.00 $61k -86% Dec 2023
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Who sold out of iShares Dow Jones US Consumer Goods?

Fund or Company Name Date Sold Shares Held Valued At
Kaye Capital Management Sep 2023 54k $10M
D. Scott Neal Sep 2023 43k $8.1M
Systelligence Sep 2023 27k $5.1M
Well Done Sep 2023 20k $3.7M
Genesee Capital Advisors Sep 2023 17k $3.1M
Forbes Financial Planning Jun 2023 11k $2.1M
CX Institutional Sep 2023 10k $1.9M
Flow Traders US Sep 2023 9.6k $1.8M
TAP Consulting Sep 2023 6.5k $1.2M
Kalos Management Jun 2023 6.0k $1.2M
Merit Financial Group Sep 2023 4.6k $861k
Retirement Planning Group Sep 2023 2.7k $507k
Meitav Dash Investments Sep 2023 2.4k $449k
Cookson, Peirce & Co Sep 2023 2.3k $437k
Robertson Stephens Wealth Management Sep 2023 2.3k $439k
Sigma Planning Sep 2023 1.9k $360k
WealthBridge Capital Management Sep 2023 1.8k $336k
Continuum Advisory Sep 2023 1.8k $335k
Prime Capital Investment Advisors Sep 2023 1.5k $275k
HBW Advisory Services Sep 2023 1.3k $249k
AMJ Financial Wealth Management Sep 2023 1.3k $248k
Bank of New York Mellon Sep 2023 1.3k $240k