Who owns iShares Dow Jones U.S. Index Fund?

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Analyze quarterly positions in iShares Dow Jones U.S. Index Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Dow Jones U.S. Index Fund stock

Who bought or sold iShares Dow Jones U.S. Index Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 447k $68M 100% Jun 2025
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LPL Financial 334k $54M 2% Sep 2025
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Sharp Financial Services 166k $27M 100% Sep 2025
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Savant Capital Management 155k $25M -1% Sep 2025
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Pnc Financial Services 145k $24M -1% Sep 2025
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Wells Fargo & Company 135k $22M 0% Sep 2025
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Commonwealth Equity Services 111k $18M -3% Sep 2025
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Raymond James Financial 96k $16M -5% Sep 2025
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Royal Bank of Canada 73k $11M -23% Sep 2025
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UBS Group 67k $11M -1% Sep 2025
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Advisor Group Holdings 62k $10M 9% Sep 2025
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Cetera Investment Advisers 60k $9.8M 2% Sep 2025
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Wealth Enhancement Advisory Services 54k $8.8M 2% Sep 2025
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Envestnet Asset Management 43k $7.0M 3% Sep 2025
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Steinberganna Wealth Management 40k $6.5M 100% Sep 2025
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Goldman Sachs Group 39k $6.4M 59% Sep 2025
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Bank Of Montreal 39k $5.9M 100% Jun 2025
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Creative Planning 38k $6.2M 0% Sep 2025
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FMR 35k $5.7M 13% Sep 2025
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Ameriprise Financial 34k $5.6M -51% Sep 2025
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Lowe fs 33k $5.3M -4% Sep 2025
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Brian McDonald 31k $5.0M -8% Sep 2025
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Aspiriant 30k $4.8M 0% Sep 2025
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Bank of New York Mellon 30k $4.8M -1% Sep 2025
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Kestra Advisory Services 29k $4.7M 5% Sep 2025
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Merit Financial Group 29k $4.6M 0% Sep 2025
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Money Concepts Capital Corp 26k $4.2M 0% Sep 2025
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Private Advisor 25k $4.0M -2% Sep 2025
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First Heartland Consultants 24k $4.0M 0% Sep 2025
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Jpmorgan Chase & Co 24k $3.9M 329% Sep 2025
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Captrust Financial Advisors 23k $3.8M 0% Sep 2025
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EP Wealth Advisors 23k $3.5M 1% Jun 2025
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Arkansas Financial 23k $3.7M 31% Sep 2025
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Asset Advisors Investment Management 23k $3.7M -1% Sep 2025
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Lido Advisors 22k $3.5M 0% Sep 2025
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Stifel Financial 21k $3.3M -3% Sep 2025
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Cambridge Investment Research Advisors 20k $3.3M 7% Sep 2025
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Branch Banking & Trust Company 19k $3.1M 11% Sep 2025
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Elevation Capital Advisory 18k $2.9M 100% Sep 2025
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Nilsine Partners 17k $2.8M 2% Sep 2025
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NorthRock Partners 17k $2.5M 0% Jun 2025
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Finley Financial 16k $2.6M 0% Sep 2025
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LLBH Private Wealth Management 16k $2.6M -2% Sep 2025
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Colony 16k $2.6M 24% Sep 2025
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Ellis Investment Partners 16k $2.5M 12% Sep 2025
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Stratos Wealth Advisors 14k $2.3M -2% Sep 2025
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Kovitz Investment Group Partners 14k $2.3M -4% Sep 2025
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Comprehensive Portfolio Management 14k $2.3M 0% Sep 2025
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HighTower Advisors 14k $2.2M -1% Sep 2025
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Steward Partners Investment Advisory 13k $2.1M 3% Sep 2025
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Greykasell Wealth Strategies 13k $2.1M -39% Sep 2025
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Mariner Wealth Advisors 13k $2.1M -1% Sep 2025
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AQR Capital Management 12k $1.9M 186% Sep 2025
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Mercer Global Advisors 12k $1.9M 3% Sep 2025
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Mine & Arao Wealth Creation & Management 11k $1.8M -1% Sep 2025
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TNB Financial 11k $1.7M -1% Sep 2025
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Sigma Planning 11k $1.7M 3% Sep 2025
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Belvedere Trading 11k $1.7M -32% Sep 2025
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CFG Asset Management 10k $1.7M 7% Sep 2025
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IHT Wealth Management 9.3k $1.5M 0% Sep 2025
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Seven Mile Advisory 9.3k $1.5M 0% Sep 2025
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Kaydan Wealth Management 9.3k $1.5M 0% Sep 2025
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Brown Advisory Holdings Incorporated 9.0k $1.5M 0% Sep 2025
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Mathes Company 8.9k $1.4M 0% Sep 2025
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Kelman-Lazarov 8.9k $1.4M 0% Sep 2025
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New Wave Wealth Advisors 4.8k $780k -41% Sep 2025
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Fayez Sarofim & Co 8.0k $1.3M 0% Sep 2025
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Tiaa Trust, National Association 7.9k $1.3M 7% Sep 2025
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KERR FINANCIAL PLANNING Corp 7.5k $1.2M 100% Sep 2025
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Novak & Powell Financial Services 7.3k $1.2M 0% Sep 2025
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Davenport & Co 7.3k $1.2M 10% Sep 2025
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Cullen Frost Bankers 7.3k $1.2M 0% Sep 2025
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Mml Investors Services 7.3k $1.2M 0% Sep 2025
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BlackRock 7.0k $1.1M -4% Sep 2025
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National Bank Of Canada /fi/ 7.0k $1.1M 0% Sep 2025
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Atlantic Trust 6.9k $1.1M 9% Sep 2025
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Ibex Wealth Advisors 6.6k $1.1M -1% Sep 2025
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NWF Advisory Services 6.5k $1.1M 0% Sep 2025
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Cortland Associates 6.5k $1.1M 0% Sep 2025
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GenWealth Group 6.4k $1.0M 6% Sep 2025
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Founders Financial Securities 6.3k $1.0M -1% Sep 2025
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Rik Saylor Financial 6.1k $998k 0% Sep 2025
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J.w. Cole Advisors 6.1k $991k 0% Sep 2025
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Brass Tax Wealth Management 6.0k $975k 0% Sep 2025
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Sonata Capital 5.9k $954k 6% Sep 2025
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Resources Investment Advisors 5.9k $953k 0% Sep 2025
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Northern Trust 5.8k $949k -2% Sep 2025
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Centric Wealth Management 5.8k $970k -2% Sep 2025
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V2 Financial group 5.8k $942k 0% Sep 2025
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Susquehanna International 5.8k $937k -44% Sep 2025
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Goss Wealth Management 5.6k $906k 38% Sep 2025
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Atomi Financial Group 5.4k $884k 100% Sep 2025
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Badgley Phelps Wealth Managers 5.4k $883k 0% Sep 2025
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Riverbend Wealth Management 5.4k $877k 0% Sep 2025
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Farther Finance Advisors 5.3k $867k 0% Sep 2025
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Advisory Services Network 5.2k $851k 16% Sep 2025
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Chung Wu Investment Group 5.2k $848k 0% Sep 2025
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Patten & Patten 5.1k $830k 100% Sep 2025
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Narus Financial Partners 5.1k $770k 0% Jun 2025
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TD Waterhouse Canada 4.9k $807k -1% Sep 2025
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Equitable Holdings 4.9k $798k 0% Sep 2025
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Mutual Advisors 4.9k $797k -17% Sep 2025
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Congress Wealth Management LLC / DE / 4.9k $732k 0% Jun 2025
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Janney Montgomery Scott 4.7k $768k 2% Sep 2025
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Citadel Advisors 4.6k $747k -65% Sep 2025
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Synovus Financial Corp. 4.6k $740k 2% Sep 2025
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Federation des caisses Desjardins du Quebec 4.5k $738k 56% Sep 2025
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Wedbush Morgan Securities 4.5k $734k 87% Sep 2025
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Smithfield Trust Company 4.4k $708k 0% Sep 2025
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 4.3k $695k 0% Sep 2025
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Jones Financial Companies, L.L 4.3k $688k 34% Sep 2025
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Baird Financial 4.2k $683k 0% Sep 2025
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Brighton Jones 4.2k $678k 100% Sep 2025
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United Capital Financial Advisers 4.2k $678k -10% Sep 2025
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AE Wealth Management 4.2k $676k -14% Sep 2025
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Ballew Advisors 4.1k $666k -6% Sep 2025
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Heritage Investment Group 4.1k $665k 0% Sep 2025
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Kestra Private Wealth Services 4.0k $658k -6% Sep 2025
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SkyOak Wealt 3.9k $632k 0% Sep 2025
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Signal Advisors Wealth 3.8k $612k 100% Sep 2025
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Sovereign Financial Group 3.8k $612k 0% Sep 2025
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Princeton Global Asset Management 3.6k $585k 0% Sep 2025
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Larson Financial Group 3.6k $584k 0% Sep 2025
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Clark Asset Management 3.5k $575k 100% Sep 2025
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Evanson Asset Management 3.4k $555k 0% Sep 2025
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Ccg Wealth Management 3.3k $537k 0% Sep 2025
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Fairvoy Private Wealth 3.3k $535k 0% Sep 2025
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Concurrent Investment Advisors 3.3k $533k -2% Sep 2025
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Capital Investment Advisors 3.3k $533k 0% Sep 2025
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Tower Research Capital 3.2k $522k -16% Sep 2025
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Us Bancorp 3.2k $514k 0% Sep 2025
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Freestone Capital Holdings 3.2k $513k 7% Sep 2025
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Northwestern Mutual Wealth Management Company 3.1k $510k -40% Sep 2025
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CI Private Wealth 3.1k $507k -25% Sep 2025
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Watts Gwilliam & Co 3.1k $497k 0% Sep 2025
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Twin Focus Capital Partners 3.0k $495k 0% Sep 2025
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Fiduciary Alliance 3.0k $492k 0% Sep 2025
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Adviser Investments 3.0k $489k -4% Sep 2025
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Murphy, Middleton, Hinkle & Parker 3.0k $487k 0% Sep 2025
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Keybank National Association 3.0k $484k 12% Sep 2025
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Westside Investment Management 3.0k $483k 0% Sep 2025
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Laurel Wealth Planning 2.9k $464k 0% Sep 2025
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Private Wealth Partners 2.8k $458k 0% Sep 2025
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Leavell Investment Management 2.8k $458k 0% Sep 2025
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CWM 2.8k $452k 0% Sep 2025
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Quantinno Capital Management 2.8k $449k 0% Sep 2025
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Pensionmark Financial Group 2.7k $441k -1% Sep 2025
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Vestmark Advisory Solutions 2.7k $441k 100% Sep 2025
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Financial Partners Group 2.7k $441k 0% Sep 2025
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Great Valley Advisor Group 2.7k $436k -2% Sep 2025
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Wealthstar Advisors 2.0k $324k -27% Sep 2025
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Ameritas Advisory Services 254.00 $41k -93% Sep 2025
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Sunbelt Securities 250.00 $41k -93% Sep 2025
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Who sold out of iShares Dow Jones U.S. Index Fund?

Fund or Company Name Date Sold Shares Held Valued At
Siligmueller & Norvid Wealth Advisors Jun 2025 84k $13M
DSG Capital Advisors Jun 2025 25k $3.7M
Summit Financial Consulting Jun 2025 16k $2.5M
Gts Securities Jun 2025 7.9k $1.2M
Optivise Advisory Services Jun 2025 4.6k $695k
Cobblestone Capital Advisors Jun 2025 2.7k $409k