Who owns iShares Dow Jones US Technology?

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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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Top investors of iShares Dow Jones US Technology stock

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 7.6M $797M -50% Sep 2023
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Morgan Stanley 5.7M $597M -9% Sep 2023
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Bank of America Corporation 4.3M $533M 6% Dec 2023
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Green Harvest Asset Management 4.3M $452M 2% Sep 2023
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Jpmorgan Chase & Co 2.8M $342M 79% Dec 2023
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LPL Financial 2.7M $281M -33% Sep 2023
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UBS Group 2.1M $261M 8% Dec 2023
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BlackRock 1.3M $133M -51% Sep 2023
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Envestnet Portfolio Solutions 1.3M $154M 100% Dec 2023
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Wells Fargo & Company 1.3M $154M 0% Dec 2023
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Advisor Group Holdings 1.2M $143M -20% Dec 2023
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Fil 1.1M $115M 482% Sep 2023
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CWM 1.1M $132M 50% Dec 2023
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Ameriprise Financial 1.0M $105M 1% Sep 2023
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Park Avenue Securities 959k $118M 41% Dec 2023
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Royal Bank of Canada 903k $111M -1% Dec 2023
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Raymond James Financial Services Advisors 827k $102M 14% Dec 2023
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Commonwealth Equity Services 800k $98M 35% Dec 2023
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Janney Montgomery Scott 661k $81M 100% Dec 2023
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Manufacturers Life Insurance Company 623k $65M 3607% Sep 2023
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Mml Investors Services 607k $64M -38% Sep 2023
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Bank of New York Mellon 553k $68M 20% Dec 2023
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RiverFront Investment Group 553k $68M 3% Dec 2023
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Raymond James & Associates 535k $66M 2% Dec 2023
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Two Sigma Investments 441k $54M 214% Dec 2023
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United Capital Financial Advisers 441k $54M 36% Dec 2023
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Hsbc Holdings 437k $54M -8% Dec 2023
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Parker Investment Management 436k $51M 185% Dec 2023
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Stifel Financial 424k $52M 21% Dec 2023
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Pnc Financial Services 421k $52M -3% Dec 2023
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Captrust Financial Advisors 414k $51M -1% Dec 2023
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Congress Wealth Management LLC / DE / 351k $43M 1% Dec 2023
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Quotient Wealth Partners 316k $39M 100% Dec 2023
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Financial Gravity Wealth 311k $82M 0% Dec 2023
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Susquehanna International 293k $31M 92% Sep 2023
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Cambridge Investment Research Advisors 290k $36M 36% Dec 2023
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Kestra Advisory Services 275k $34M 247% Dec 2023
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AE Wealth Management 274k $35M 13% Dec 2023
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JB Capital 270k $33M 47% Dec 2023
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Resources Investment Advisors 263k $28M -37% Sep 2023
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Cetera Investment Advisers 259k $27M -34% Sep 2023
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Goss Wealth Management 248k $26M -31% Sep 2023
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Two Sigma Advisers 239k $29M 50% Dec 2023
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Wealthsource Partners 238k $29M 36% Dec 2023
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HighTower Advisors 238k $29M 4% Dec 2023
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First Merchants Bank, National Association 236k $29M -1% Dec 2023
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Prudential Financial 234k $25M -16% Sep 2023
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Goldman Sachs Group 222k $27M -13% Dec 2023
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Howard Capital Management Group 209k $26M -3% Dec 2023
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Apexium Financial 193k $24M -3% Dec 2023
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Granite Bay Wealth Management 191k $22M 10% Dec 2023
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Foundations Investment Advisors 189k $24M 87% Dec 2023
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H D Vest Advisory Services 188k $23M 11% Dec 2023
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Commerce Bank N A 182k $22M -2% Dec 2023
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Private Advisor 179k $22M 6% Dec 2023
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Advisory Services Network 177k $22M 22% Dec 2023
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Financial Network Investment Corporation 175k $18M -30% Sep 2023
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First Republic Investment Management 156k $16M -49% Sep 2023
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Wealth Enhancement Advisory Services 155k $19M 25% Dec 2023
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Atria Wealth Solutions 155k $19M 29% Dec 2023
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Multi-Financial Securities 152k $16M -20% Sep 2023
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SPC Financial 149k $18M -3% Dec 2023
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Branch Banking & Trust Company 142k $18M 13% Dec 2023
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Avid Wealth Partners 140k $17M 100% Dec 2023
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Mariner Wealth Advisors 140k $17M 1% Dec 2023
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Us Bancorp 130k $16M 25% Dec 2023
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Capital Investment Advisors 127k $16M -1% Dec 2023
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MA Private Wealth 126k $16M 38% Dec 2023
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Atria Investments 124k $15M 38% Dec 2023
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Stillwater Capital Advisors 123k $15M 1% Dec 2023
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Stratos Wealth Partners 116k $14M 9% Dec 2023
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Rockefeller Capital Management 114k $14M 4% Dec 2023
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Advocacy Wealth Management Services 113k $14M 100% Dec 2023
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Toroso Investments 112k $14M 100% Dec 2023
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 111k $14M 33% Dec 2023
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Mendel Capital Management 110k $14M 0% Dec 2023
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Portfolio Strategies 110k $12M 0% Sep 2023
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Creative Planning 110k $14M 2% Dec 2023
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Integrated Wealth Concepts 109k $11M -35% Sep 2023
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Tritonpoint Wealth 108k $13M 100% Dec 2023
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Northwestern Mutual Wealth Management Company 107k $11M 9% Sep 2023
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First Citizens Financial Corp 103k $13M 0% Dec 2023
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Icon Wealth Advisors 102k $13M 100% Dec 2023
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Austin Private Wealth 102k $13M 57% Dec 2023
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Prospera Financial Services 97k $12M 3% Dec 2023
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Bank Of Montreal 97k $12M 0% Dec 2023
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Horst & Graben Wealth Management 95k $12M 35% Dec 2023
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FTB Advisors 91k $11M 27% Dec 2023
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Commonwealth Financial Services 89k $11M -24% Dec 2023
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Change Path 89k $11M 63% Dec 2023
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Perigon Wealth Management 89k $11M 1% Dec 2023
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Cary Street Partner Investment Advisory 88k $11M -13% Dec 2023
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Citadel Advisors 87k $11M 53% Dec 2023
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Rollins Financial 85k $10M 20% Dec 2023
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Spire Wealth Management 85k $11M 2% Dec 2023
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Mechanics Bank Trust Department / The Mechanics Bank 82k $10M -5% Dec 2023
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Security Financial Services 81k $9.9M 46% Dec 2023
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Prime Capital Investment Advisors 81k $9.9M 14% Dec 2023
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Stonebridge Financial Planning Group 80k $9.8M -6% Dec 2023
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High Falls Advisors 79k $9.7M 41% Dec 2023
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EWG Elevate 79k $9.7M 100% Dec 2023
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National Bank Of Canada /fi/ 78k $9.3M 0% Dec 2023
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Atlantic Trust 78k $8.2M -16% Sep 2023
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Buttonwood Financial Group 78k $9.5M 3% Dec 2023
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Jane Street 77k $9.4M 160% Dec 2023
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Sandy Spring Bank 75k $9.2M 0% Dec 2023
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Bleakley Financial Group 74k $9.1M -1% Dec 2023
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Sawtooth Asset Management 74k $9.1M -1% Dec 2023
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Steward Partners Investment Advisory 73k $9.0M 1% Dec 2023
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HC Advisors 72k $8.8M 48% Dec 2023
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Icon Wealth Partners 72k $7.5M -46% Sep 2023
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Strategic Blueprint 72k $8.8M 20% Dec 2023
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Sharkey, Howes & Javer 71k $8.7M 42% Dec 2023
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CI Private Wealth 70k $8.6M 0% Dec 2023
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Ciovacco Capital Management 70k $8.6M 104% Dec 2023
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Steel Peak Wealth Management 70k $8.6M 47% Dec 2023
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Pettinga Financial Advisors 69k $8.5M 30% Dec 2023
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Scarborough Advisors 68k $8.4M 52% Dec 2023
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Invst 67k $8.6M 65% Dec 2023
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Berkeley Capital Partners 66k $8.1M -4% Dec 2023
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West Wealth Group 64k $7.9M 28% Dec 2023
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Signature Wealth Management Partners 64k $7.8M -1% Dec 2023
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Orion Portfolio Solutions 63k $7.6M 54% Dec 2023
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Mmbg Investment Advisors 62k $7.6M 0% Dec 2023
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Merit Financial Group 62k $7.6M 7% Dec 2023
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National Asset Management 61k $7.5M -3% Dec 2023
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Amundi 61k $7.4M 326% Dec 2023
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Keebeck Wealth Management 61k $7.5M 55% Dec 2023
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Lido Advisors 61k $7.5M -8% Dec 2023
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One Wealth Advisors 60k $6.3M -35% Sep 2023
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Liberty Wealth Management 58k $7.2M 50% Dec 2023
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Migdal Insurance & Financial Holdings 58k $7.1M 5% Dec 2023
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Farther Finance Advisors 58k $7.1M 62% Dec 2023
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Lowe, Brockenbrough & Company 58k $6.0M 0% Sep 2023
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Spectrum Wealth Counsel 57k $7.0M 100% Dec 2023
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Huntington National Bank 56k $6.8M -3% Dec 2023
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Townsquare Capital 55k $6.8M 276% Dec 2023
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Pathstone Family Office 55k $5.8M 100% Sep 2023
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Pathstone Holdings 55k $6.8M 100% Dec 2023
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Kickstand Ventures 55k $6.7M 100% Dec 2023
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Summit X 54k $6.6M 21% Dec 2023
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Gries Financial 54k $5.7M -40% Sep 2023
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Focus Financial Network 54k $6.6M 100% Dec 2023
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BCJ Capital Management 53k $6.5M 117% Dec 2023
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Cadent Capital Advisors 53k $6.4M -3% Dec 2023
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ONE Advisory Partners 52k $6.4M 50% Dec 2023
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Wealth Alliance 51k $6.2M 35% Dec 2023
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Ronald Blue Trust 51k $5.3M -55% Dec 2023
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Cary Street Partners Asset Management 51k $6.2M -12% Dec 2023
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Brookstone Capital Management 50k $6.2M -10% Dec 2023
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Essex 45k $5.5M -15% Dec 2023
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Comerica Securities 26k $2.8M -52% Sep 2023
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Market Street Wealth Management Advisors 16k $1.9M -73% Dec 2023
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Bnp Paribas Arbitrage, Snc 15k $1.9M -75% Dec 2023
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Who sold out of iShares Dow Jones US Technology?

Fund or Company Name Date Sold Shares Held Valued At
CFS Investment Advisory Services Jun 2023 146k $16M
Bill & Melinda Gates Foundation Trust Sep 2023 58k $6.0M
Veritable Jun 2023 53k $5.7M