Who owns iShares Dow Jones US Technology?
- Ticker: IYW
- CUSIP Number: 464287721
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Analyze quarterly positions in iShares Dow Jones US Technology with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Dow Jones US Technology this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Envestnet Asset Management | 11M | $1.6B | -9% | Sep 2024 |
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Morgan Stanley | 5.8M | $874M | 0% | Jun 2024 |
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Green Harvest Asset Management | 4.6M | $693M | 6% | Jun 2024 |
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Bank of America Corporation | 4.3M | $648M | -3% | Sep 2024 |
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LPL Financial | 4.1M | $627M | 3% | Sep 2024 |
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International Assets Investment Management | 3.2M | $21M | 29436% | Sep 2024 |
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Jpmorgan Chase & Co | 3.1M | $471M | -6% | Sep 2024 |
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BlackRock | 1.9M | $292M | -6% | Jun 2024 |
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BlackRock | 1.4M | $216M | 100% | Sep 2024 |
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Envestnet Portfolio Solutions | 1.3M | $193M | -8% | Sep 2024 |
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Royal Bank of Canada | 1.2M | $189M | 15% | Sep 2024 |
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Wells Fargo & Company | 1.2M | $189M | 0% | Sep 2024 |
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Goodman & Company, Investment Counsel | 1.2M | $185M | 19% | Sep 2024 |
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CWM | 1.1M | $167M | -3% | Sep 2024 |
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Parker Investment Management | 1.1M | $161M | 45% | Jun 2024 |
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Raymond James Financial Services Advisors | 963k | $146M | 1% | Sep 2024 |
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Park Avenue Securities | 913k | $139M | -14% | Sep 2024 |
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Dynasty Wealth Management | 907k | $137M | 41% | Sep 2024 |
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Commonwealth Equity Services | 859k | $130M | -6% | Sep 2024 |
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Mml Investors Services | 826k | $125M | -6% | Sep 2024 |
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RiverFront Investment Group | 773k | $117M | 7% | Sep 2024 |
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Cetera Investment Advisers | 750k | $113M | 1% | Jun 2024 |
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Resources Investment Advisors | 714k | $108M | 2% | Sep 2024 |
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Raymond James & Associates | 631k | $96M | 2% | Sep 2024 |
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Janney Montgomery Scott | 624k | $95M | -8% | Sep 2024 |
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Hsbc Holdings | 573k | $86M | 1170% | Jun 2024 |
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Goldman Sachs Group | 564k | $85M | 60% | Jun 2024 |
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Stifel Financial | 475k | $72M | 12% | Jun 2024 |
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Goss Wealth Management | 420k | $63M | 22% | Jun 2024 |
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Advisor Group Holdings | 407k | $62M | -14% | Sep 2024 |
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Pnc Financial Services | 395k | $60M | -3% | Sep 2024 |
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Two Sigma Investments | 381k | $57M | 48% | Jun 2024 |
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United Capital Financial Advisers | 375k | $57M | -9% | Sep 2024 |
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Captrust Financial Advisors | 363k | $55M | -5% | Sep 2024 |
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Portfolio Strategies | 360k | $55M | -1% | Sep 2024 |
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Quotient Wealth Partners | 360k | $55M | 4% | Sep 2024 |
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H D Vest Advisory Services | 349k | $53M | 2% | Jun 2024 |
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Bank of New York Mellon | 346k | $52M | -4% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 325k | $49M | -3% | Sep 2024 |
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Kestra Advisory Services | 322k | $49M | -1% | Sep 2024 |
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Sanctuary Advisors | 306k | $49M | -20% | Sep 2024 |
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Cambridge Investment Research Advisors | 289k | $44M | -5% | Sep 2024 |
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Thrivent Financial for Lutherans | 276k | $42M | 30% | Sep 2024 |
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JB Capital | 270k | $41M | -9% | Sep 2024 |
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Two Sigma Advisers | 259k | $39M | 63% | Jun 2024 |
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Foundations Investment Advisors | 257k | $39M | 18% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 243k | $37M | 31% | Sep 2024 |
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HighTower Advisors | 232k | $35M | -5% | Jun 2024 |
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Howard Capital Management Group | 209k | $32M | 1% | Sep 2024 |
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Apexium Financial | 205k | $31M | 1% | Sep 2024 |
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Private Advisor | 202k | $31M | 15% | Sep 2024 |
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First Merchants Bank, National Association | 200k | $30M | -1% | Sep 2024 |
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J.w. Cole Advisors | 195k | $30M | -22% | Sep 2024 |
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Stratos Wealth Partners | 194k | $30M | 12% | Sep 2024 |
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Advisory Services Network | 181k | $27M | 0% | Sep 2024 |
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AE Wealth Management | 174k | $26M | -8% | Sep 2024 |
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Commerce Bank N A | 174k | $26M | -3% | Sep 2024 |
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Mariner Wealth Advisors | 173k | $26M | -5% | Sep 2024 |
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Integrated Wealth Concepts | 168k | $26M | -9% | Sep 2024 |
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Advocacy Wealth Management Services | 162k | $25M | 14% | Sep 2024 |
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Branch Banking & Trust Company | 160k | $24M | 4% | Jun 2024 |
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Atria Wealth Solutions | 159k | $24M | -3% | Sep 2024 |
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Change Path | 139k | $21M | 51% | Sep 2024 |
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SPC Financial | 135k | $21M | -8% | Sep 2024 |
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Axiom Advisory | 129k | $19M | 2% | Sep 2024 |
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Perigon Wealth Management | 128k | $19M | -3% | Sep 2024 |
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Alera Investment Advisors | 128k | $19M | 100% | Jun 2024 |
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Apollon Wealth Management | 127k | $19M | 179% | Sep 2024 |
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Austin Private Wealth | 124k | $19M | -7% | Sep 2024 |
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Rockefeller Capital Management | 121k | $16M | -9% | Jun 2024 |
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Us Bancorp | 119k | $18M | -7% | Sep 2024 |
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Capital Investment Advisors | 119k | $18M | -2% | Sep 2024 |
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Atria Investments | 119k | $18M | -15% | Sep 2024 |
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Prospera Financial Services | 118k | $18M | 0% | Sep 2024 |
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MA Private Wealth | 117k | $18M | -5% | Sep 2024 |
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Creative Planning | 117k | $18M | 0% | Sep 2024 |
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Wealth Enhancement Advisory Services | 117k | $18M | -1% | Jun 2024 |
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Schroder Investment Management Group | 110k | $17M | 28% | Jun 2024 |
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Stillwater Capital Advisors | 110k | $17M | -7% | Sep 2024 |
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Tritonpoint Wealth | 107k | $16M | -6% | Sep 2024 |
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Commonwealth Financial Services | 106k | $16M | -4% | Sep 2024 |
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First Citizens Financial Corp | 106k | $16M | -1% | Sep 2024 |
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Partners Capital Investment Group | 106k | $16M | 10% | Sep 2024 |
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AdvisorNet Financial | 103k | $16M | 0% | Sep 2024 |
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CFS Investment Advisory Services | 103k | $16M | -4% | Sep 2024 |
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Farther Finance Advisors | 102k | $16M | 5% | Sep 2024 |
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Icon Wealth Advisors | 101k | $15M | -10% | Sep 2024 |
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CI Private Wealth | 98k | $15M | 26% | Sep 2024 |
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FTB Advisors | 98k | $15M | -2% | Sep 2024 |
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Mendel Capital Management | 98k | $15M | -6% | Sep 2024 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 95k | $14M | 2% | Sep 2024 |
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Atomi Financial Group | 93k | $14M | 18% | Sep 2024 |
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Horst & Graben Wealth Management | 90k | $14M | -2% | Sep 2024 |
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Horizon Wealth Management | 89k | $13M | 3482% | Sep 2024 |
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Ciovacco Capital Management | 88k | $13M | 18% | Sep 2024 |
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Atlantic Trust | 86k | $13M | 1% | Sep 2024 |
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One Wealth Advisors | 84k | $13M | -5% | Sep 2024 |
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Townsquare Capital | 82k | $12M | 7% | Sep 2024 |
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Security Financial Services | 81k | $12M | 2% | Sep 2024 |
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Gries Financial | 79k | $12M | 3% | Sep 2024 |
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Strategic Blueprint | 79k | $12M | 1% | Sep 2024 |
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Rollins Financial Advisors | 78k | $12M | -8% | Sep 2024 |
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Steward Partners Investment Advisory | 77k | $12M | -1% | Jun 2024 |
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Steel Peak Wealth Management | 77k | $12M | -12% | Sep 2024 |
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Pettinga Financial Advisors | 76k | $12M | 4% | Sep 2024 |
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Mercer Global Advisors | 75k | $11M | -11% | Jun 2024 |
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Richard P Slaughter Associates | 75k | $11M | 74% | Sep 2024 |
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HC Advisors | 74k | $11M | -1% | Sep 2024 |
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Stone House Investment Management | 73k | $11M | 0% | Sep 2024 |
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Brookstone Capital Management | 73k | $11M | -15% | Sep 2024 |
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Buttonwood Financial Group | 73k | $11M | -2% | Sep 2024 |
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Stonebridge Financial Planning Group | 73k | $11M | -4% | Sep 2024 |
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National Bank Of Canada /fi/ | 72k | $11M | -5% | Sep 2024 |
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Sandy Spring Bank | 72k | $11M | 0% | Sep 2024 |
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Cary Street Partner Investment Advisory | 71k | $11M | -3% | Sep 2024 |
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West Wealth Group | 71k | $11M | 2% | Sep 2024 |
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Jones Financial Companies, L.L | 71k | $11M | 627% | Sep 2024 |
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Perennial Investment Advisors | 70k | $11M | 8% | Jun 2024 |
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High Falls Advisors | 69k | $11M | -9% | Sep 2024 |
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Ronald Blue Trust | 68k | $10M | -4% | Sep 2024 |
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Citadel Advisors | 67k | $10M | 433% | Sep 2024 |
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Scarborough Advisors | 66k | $10M | 100% | Sep 2024 |
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Keebeck Wealth Management | 66k | $9.9M | 2% | Jun 2024 |
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Equitable Holdings | 66k | $9.9M | 281% | Jun 2024 |
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Moloney Securities Asset Management | 66k | $10M | -7% | Sep 2024 |
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Orion Portfolio Solutions | 65k | $9.8M | -1% | Sep 2024 |
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National Asset Management | 64k | $9.5M | -10% | Sep 2024 |
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Signature Wealth Management Partners | 63k | $9.6M | -1% | Sep 2024 |
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Sharkey, Howes & Javer | 63k | $9.5M | -9% | Sep 2024 |
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Mechanics Bank Trust Department / The Mechanics Bank | 63k | $9.5M | -2% | Sep 2024 |
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Pinkerton Retirement Specialists | 63k | $9.5M | 4% | Sep 2024 |
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Susquehanna International | 62k | $9.4M | -56% | Sep 2024 |
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Gitterman Wealth Management | 62k | $9.4M | 100% | Sep 2024 |
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Modern Wealth Management | 59k | $9.0M | 1709% | Sep 2024 |
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Concurrent Investment Advisors | 59k | $8.9M | -2% | Sep 2024 |
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Ohe Financial | 59k | $8.9M | 59% | Sep 2024 |
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Huntington National Bank | 58k | $8.8M | 4% | Sep 2024 |
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Lido Advisors | 57k | $8.5M | -2% | Jun 2024 |
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Norden Group | 56k | $8.5M | 4% | Sep 2024 |
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Focus Financial Network | 56k | $8.4M | -5% | Sep 2024 |
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Brian McDonald | 55k | $8.4M | -7% | Sep 2024 |
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Spire Wealth Management | 55k | $8.4M | -5% | Sep 2024 |
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Migdal Insurance & Financial Holdings | 55k | $8.3M | -5% | Sep 2024 |
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Cypress Wealth Services | 53k | $8.1M | -2% | Sep 2024 |
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Kelly Financial Services | 53k | $8.1M | -1% | Sep 2024 |
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Patton Albertson & Miller | 53k | $8.0M | 31% | Jun 2024 |
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CoreCap Advisors | 53k | $8.0M | 100% | Sep 2024 |
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Bleakley Financial Group | 53k | $8.0M | -3% | Sep 2024 |
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Financial Life Advisors | 52k | $7.9M | 3% | Sep 2024 |
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Cadent Capital Advisors | 52k | $7.9M | -1% | Sep 2024 |
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Invst | 52k | $7.9M | -41% | Sep 2024 |
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Signify Wealth | 52k | $7.8M | -11% | Sep 2024 |
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Pathstone Holdings | 51k | $7.8M | -2% | Sep 2024 |
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Wealth Alliance | 51k | $7.7M | -10% | Sep 2024 |
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Liberty Wealth Management | 50k | $7.5M | -84% | Sep 2024 |
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Kickstand Ventures | 47k | $7.1M | -18% | Sep 2024 |
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Keystone Financial Services | 45k | $6.9M | -15% | Sep 2024 |
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Merit Financial Group | 43k | $6.5M | -45% | Sep 2024 |
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Simplicity Wealth | 15k | $2.2M | -80% | Sep 2024 |
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GFS Advisors | 4.0k | $612k | -95% | Sep 2024 |
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Bnp Paribas Arbitrage, Snc | 1.1k | $173k | -99% | Sep 2024 |
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Who sold out of iShares Dow Jones US Technology?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Strategic Financial Concepts | Jun 2024 | 85k | $4.4M |
Toroso Investments | Jun 2024 | 66k | $9.9M |
Lowe, Brockenbrough & Company | Jun 2024 | 58k | $8.7M |