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 459k $61M 0% Jun 2024
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LPL Financial 336k $47M 2% Sep 2024
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Pnc Financial Services 168k $23M -16% Sep 2024
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Savant Capital Management 162k $23M 1% Sep 2024
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Sharp Financial Services 133k $19M 7% Sep 2024
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Bank of America Corporation 129k $18M 1% Sep 2024
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Wells Fargo & Company 125k $17M 11% Sep 2024
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Commonwealth Equity Services 117k $16M -2% Sep 2024
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Royal Bank of Canada 96k $13M -5% Sep 2024
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Advisor Group Holdings 54k $7.5M -15% Sep 2024
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Cetera Investment Advisers 53k $7.0M 18% Jun 2024
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Wealth Enhancement Advisory Services 49k $6.4M 22% Jun 2024
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Raymond James Financial Services Advisors 44k $6.1M -3% Sep 2024
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Envestnet Asset Management 43k $6.0M 0% Sep 2024
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Creative Planning 40k $5.5M 0% Sep 2024
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Wedbush Morgan Securities 39k $5.4M -2% Sep 2024
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HighTower Advisors 38k $5.0M 0% Jun 2024
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Lowe fs 35k $4.9M -2% Sep 2024
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Brian McDonald 31k $4.4M -7% Sep 2024
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Aspiriant 30k $4.2M 0% Sep 2024
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Bank of New York Mellon 29k $4.1M 4% Sep 2024
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Raymond James & Associates 29k $4.0M -8% Sep 2024
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Merit Financial Group 29k $4.0M 0% Sep 2024
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Flow Traders US 24k $3.4M 100% Sep 2024
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Private Advisor 24k $3.3M -1% Sep 2024
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Asset Advisors Investment Management 24k $3.2M -2% Jun 2024
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Money Concepts Capital Corp 24k $3.3M -1% Sep 2024
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First Heartland Consultants 24k $3.3M 2% Sep 2024
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Captrust Financial Advisors 24k $3.3M 0% Sep 2024
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Elevation Capital Advisory 22k $3.1M 100% Sep 2024
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GeoWealth Management 22k $3.1M 100% Sep 2024
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Stratos Wealth Advisors 21k $2.9M 1% Sep 2024
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Stifel Financial 21k $2.7M -7% Jun 2024
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TrinityPoint Wealth 20k $2.8M -4% Sep 2024
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Branch Banking & Trust Company 17k $2.3M 0% Jun 2024
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Cambridge Investment Research Advisors 16k $2.3M 3% Sep 2024
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Kovitz Investment Group Partners 16k $2.3M 100% Sep 2024
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EP Wealth Advisors 16k $2.2M 0% Sep 2024
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Comprehensive Portfolio Management 14k $2.0M 0% Sep 2024
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Arkansas Financial 13k $1.8M 81% Sep 2024
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Kestra Advisory Services 13k $1.8M 1% Sep 2024
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Jpmorgan Chase & Co 13k $1.7M 1% Sep 2024
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TNB Financial 12k $1.7M 1% Sep 2024
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Steward Partners Investment Advisory 12k $1.6M -2% Jun 2024
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Jane Street 12k $1.7M 664% Sep 2024
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Nilsine Partners 12k $1.7M 100% Sep 2024
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Sage Investment Advisers 12k $1.7M 0% Sep 2024
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Sigma Planning 11k $1.6M 0% Sep 2024
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Mine & Arao Wealth Creation & Management 11k $1.6M 0% Sep 2024
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Goldman Sachs Group 11k $1.5M 100% Jun 2024
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Mercer Global Advisors 11k $1.5M 0% Jun 2024
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Ellis Investment Partners 11k $1.5M 4% Sep 2024
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CFG Asset Management 11k $1.5M 100% Sep 2024
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Seven Mile Advisory 9.3k $1.2M 0% Jun 2024
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Kaydan Wealth Management 9.3k $1.3M 0% Sep 2024
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New Wave Wealth Advisors 9.1k $1.2M 100% Jun 2024
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Brown Advisory Holdings Incorporated 9.1k $1.2M 0% Jun 2024
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Mathes Company 9.0k $1.3M 0% Sep 2024
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Kelman-Lazarov 8.9k $1.2M 0% Sep 2024
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Susquehanna International 8.2k $1.1M -71% Sep 2024
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Fayez Sarofim & Co 8.0k $1.1M 0% Jun 2024
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Novak & Powell Financial Services 7.7k $1.0M 0% Jun 2024
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Lido Advisors 7.7k $1.0M 13% Jun 2024
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Tiaa Trust, National Association 7.7k $1.0M -21% Jun 2024
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SpiderRock Advisors 7.6k $1.1M 0% Sep 2024
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Colony 7.6k $1.1M -19% Sep 2024
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Mutual Advisors 7.4k $1.0M -1% Sep 2024
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Cullen Frost Bankers 7.2k $1.0M 0% Sep 2024
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National Bank Of Canada /fi/ 7.1k $989k 2% Sep 2024
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Davenport & Co 7.1k $987k 100% Sep 2024
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Mariner Wealth Advisors 7.0k $979k -22% Sep 2024
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GenWealth Group 7.0k $972k -5% Sep 2024
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Mml Investors Services 6.9k $958k -5% Sep 2024
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Belvedere Trading 6.6k $921k -3% Sep 2024
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TD Waterhouse Canada 6.5k $905k -63% Sep 2024
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Cortland Associates 6.5k $908k -3% Sep 2024
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Resources Investment Advisors 6.4k $891k 0% Sep 2024
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Atlantic Trust 6.3k $877k -2% Sep 2024
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Foundations Investment Advisors 6.2k $872k -32% Sep 2024
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Founders Financial Securities 6.2k $870k 0% Sep 2024
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AE Wealth Management 6.1k $852k 200% Sep 2024
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Sonata Capital 6.0k $844k 0% Sep 2024
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Northwestern Mutual Wealth Management Company 6.0k $832k 13% Sep 2024
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Pinnacle Financial Partners 5.9k $821k 0% Sep 2024
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V2 Financial group 5.8k $810k 0% Sep 2024
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Farther Finance Advisors 5.6k $787k 7% Sep 2024
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Congress Wealth Management LLC / DE / 5.5k $774k 100% Sep 2024
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Northern Trust 5.5k $762k -28% Sep 2024
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Badgley Phelps Wealth Managers 5.4k $759k 21% Sep 2024
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Buckingham Asset Management 5.4k $719k 0% Jun 2024
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Great Valley Advisor Group 5.4k $755k -7% Sep 2024
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J.w. Cole Advisors 5.3k $735k -1% Sep 2024
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Narus Financial Partners 5.2k $723k 0% Sep 2024
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NorthRock Partners 5.0k $694k -25% Sep 2024
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CI Private Wealth 4.9k $686k 19% Sep 2024
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United Capital Financial Advisers 4.9k $680k 0% Sep 2024
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Ballew Advisors 4.8k $669k -2% Sep 2024
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Optivise Advisory Services 4.8k $665k 0% Sep 2024
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Synovus Financial Corp. 4.4k $620k -1% Sep 2024
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Kestra Private Wealth Services 4.4k $620k -5% Sep 2024
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Raymond James Trust 4.4k $611k 0% Sep 2024
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Smithfield Trust Company 4.4k $608k 0% Sep 2024
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Sunbelt Securities 4.3k $569k -39% Jun 2024
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Heritage Investment Group 4.1k $572k 0% Sep 2024
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Sovereign Financial Group 4.1k $569k -2% Sep 2024
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AQR Capital Management 4.0k $560k 100% Sep 2024
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Tower Research Capital 3.9k $514k 194050% Jun 2024
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Washburn Capital Management 3.8k $534k -26% Sep 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 3.8k $528k 0% Sep 2024
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Goss Wealth Management 3.8k $498k 0% Jun 2024
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Princeton Global Asset Management 3.6k $503k 0% Sep 2024
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Larson Financial Group 3.6k $498k 0% Sep 2024
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Concurrent Investment Advisors 3.6k $496k 0% Sep 2024
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Evanson Asset Management 3.4k $472k 0% Sep 2024
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Ccg Wealth Management 3.3k $461k 0% Sep 2024
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Capital Investment Advisors 3.3k $459k 0% Sep 2024
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Great Lakes Retirement 3.2k $446k 0% Sep 2024
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Burke & Herbert Bank & Trust 3.2k $443k 0% Sep 2024
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Nottingham Advisors 3.2k $441k 0% Sep 2024
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Adviser Investments 3.1k $436k 0% Sep 2024
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Equitable Holdings 3.1k $408k 26% Jun 2024
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Laurel Wealth Planning 3.1k $428k 100% Sep 2024
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Apollon Financial 3.0k $423k 0% Sep 2024
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Murphy, Middleton, Hinkle & Parker 3.0k $419k 0% Sep 2024
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Fiduciary Alliance 3.0k $418k 0% Sep 2024
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Watts Gwilliam & Co 3.0k $417k 44% Sep 2024
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Financial Partners Group 2.8k $397k 0% Sep 2024
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MEMBERS Trust 2.8k $396M 0% Sep 2024
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Private Wealth Partners 2.8k $394k 28% Sep 2024
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Leavell Investment Management 2.8k $393k 0% Sep 2024
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CWM 2.8k $388k 0% Sep 2024
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Silver Oak Advisory Group 2.8k $384k 3% Sep 2024
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Federation des caisses Desjardins du Quebec 2.7k $377k 0% Sep 2024
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Edge Wealth Management 2.7k $370k 0% Sep 2024
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Advisory Services Network 2.4k $320k 0% Sep 2024
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Us Bancorp 2.4k $335k -1% Sep 2024
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Westside Investment Management 2.3k $310k 0% Jun 2024
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Aspect Partners 2.3k $327k 0% Sep 2024
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Cassaday & Co Wealth Management 2.3k $325k 0% Sep 2024
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Clarity Wealth Advisors 2.3k $323k 0% Sep 2024
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Penobscot Wealth Management 2.3k $322k 0% Sep 2024
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Melfa Wealth Management 2.3k $317k 0% Sep 2024
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Hubbell Strickland Wealth Management 2.3k $316k 0% Sep 2024
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Nations Financial Group 2.3k $314k 100% Sep 2024
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Cooper/haims Advisors 2.2k $311k 0% Sep 2024
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SP Asset Management 2.2k $310k 0% Sep 2024
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Moneta Group Investment Advisors 2.2k $307k 0% Sep 2024
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Camden Capital 2.2k $307k 0% Sep 2024
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Yoder Wealth Management 2.2k $306k 0% Sep 2024
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Essex 2.2k $303k 0% Sep 2024
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Principal Securities 2.2k $300k 0% Sep 2024
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Kingsview Wealth Management 2.1k $299k -91% Sep 2024
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New Century Financial Group 2.1k $293k -35% Sep 2024
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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
Citadel Advisors Jun 2024 15k $1.9M
Assetmark Jun 2024 7.8k $1.0M
National Asset Management Mar 2024 7.2k $760k
Brass Tax Wealth Management Mar 2024 6.0k $769k
Janney Montgomery Scott Jun 2024 4.2k $554k
Mount Yale Investment Advisors Jun 2024 2.6k $337k