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
LPL Financial 287k $29M 7% Mar 2021
Bank of America Corporation 258k $26M 2% Mar 2021
Pnc Financial Services 195k $19M -11% Mar 2021
Savant Capital Management 187k $19M -4% Mar 2021
Commonwealth Equity Services 163k $16M -2% Mar 2021
UBS Group 141k $14M 3% Mar 2021
Wells Fargo & Company 108k $11M 22% Mar 2021
Royal Bank of Canada 106k $11M 84% Mar 2021
Advisor Group Holdings 70k $7.0M -2% Mar 2021
Captrust Financial Advisors 63k $6.3M -6% Mar 2021
Cambridge Investment Research Advisors 52k $5.2M -2% Mar 2021

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Sterling Investment Advisors 47k $5.4M 47% Mar 2021
Lowe fs 45k $4.5M -1% Mar 2021
Stifel Financial 44k $4.4M 3% Mar 2021
Multi-Financial Securities 43k $4.3M -1% Mar 2021
Creative Planning 37k $3.7M 1% Mar 2021
Raymond James & Associates 32k $3.2M 7% Mar 2021
Ibex Wealth Advisors 32k $3.1M 2% Mar 2021
Envestnet Asset Management 31k $3.1M -16% Mar 2021
Aspiriant 30k $3.0M 0% Mar 2021
Citadel Advisors 28k $2.8M -36% Mar 2021
EP Wealth Advisors 28k $2.6M 100% Dec 2020
Asset Advisors Investment Management 26k $2.7M 0% Mar 2021
Private Advisor 25k $2.5M -2% Mar 2021
TrinityPoint Wealth 25k $2.5M -1% Mar 2021
Benjamin F. Edwards & Company 24k $2.4M 3% Mar 2021
Cresset Asset Management 24k $2.3M 0% Mar 2021
Bard Financial Services 23k $2.2M 0% Mar 2021
United Capital Financial Advisers 22k $2.2M -1% Mar 2021
First Heartland Consultants 21k $2.0M 138% Dec 2020
Townsend & Associates 21k $2.0M -91% Mar 2021
Wedbush Morgan Securities 21k $2.0M 100% Mar 2021
Ballew Advisors 20k $2.0M 100% Mar 2021
CFG Asset Management 19k $1.9M -5% Mar 2021
FMR 18k $1.8M 2% Mar 2021
NorthRock Partners 18k $1.8M 0% Mar 2021
Mathes Company 17k $1.7M 0% Mar 2021
Sigma Planning 17k $1.7M 4% Mar 2021
Tiaa 16k $1.6M 2% Mar 2021
Buckingham Asset Management 16k $1.6M -14% Mar 2021
Northwestern Mutual Wealth Management Company 16k $1.6M -15% Mar 2021
HighTower Advisors 15k $1.5M 0% Mar 2021
GenWealth Group 15k $1.5M -15% Mar 2021
First Republic Investment Management 15k $1.4M 0% Mar 2021
Raymond James Financial Services Advisors 14k $1.4M 4% Mar 2021
Branch Banking & Trust Company 13k $1.3M -6% Mar 2021
Steward Partners Investment Advisory 13k $1.3M 100% Mar 2021
Scotia Capital 13k $1.3M 48% Mar 2021
Ellis Investment Partners 12k $1.2M -19% Mar 2021
Portfolio Solutions 12k $1.2M 0% Mar 2021
Mutual Advisors 11k $1.1M -7% Mar 2021
Mine & Arao Wealth Creation & Management 11k $1.1M 0% Mar 2021
Csenge Advisory Group 11k $1.1M 100% Mar 2021
Kestra Advisory Services 11k $1.1M -70% Mar 2021
TNB Financial 10k $1.3M -38% Mar 2021
Coastal Capital Group 9.6k $963k -26% Mar 2021
Kalos Management 9.5k $985k 33% Mar 2021
IHT Wealth Management 9.4k $891k 99% Dec 2020
Washburn Capital Management 9.4k $938k -12% Mar 2021
Money Concepts Capital Corp 9.2k $870k 100% Dec 2020
Brown Advisory Holdings Incorporated 9.1k $894k 100% Mar 2021
Kelman-Lazarov 8.9k $884k 0% Mar 2021
H D Vest Advisory Services 8.8k $876k 18% Mar 2021
Ameriprise Financial 7.9k $788k -11% Mar 2021
Sonata Capital 7.8k $775k -13% Mar 2021
Belpointe Asset Management 7.7k $770k 0% Mar 2021
Centric Wealth Management 7.3k $733k 0% Mar 2021
Cortland Associates 7.3k $724k 0% Mar 2021
National Asset Management 7.2k $713k -3% Mar 2021
Brian McDonald 7.0k $740k 0% Mar 2021
Raymond James Trust 6.8k $684k -4% Mar 2021
Bank of New York Mellon 6.2k $618k -1% Mar 2021
Claraphi Advisory Network 6.0k $604k 6% Mar 2021
Pinnacle Financial Partners 5.9k $555k 100% Mar 2021
Cullen Frost Bankers 5.8k $581k 0% Mar 2021
Mml Investors Services 5.8k $580k 19% Mar 2021
Davenport & Co 5.7k $573k 2% Mar 2021
Wealthcare Advisory Partners 5.5k $553k -42% Mar 2021
LexAurum Advisors 5.5k $550k 0% Mar 2021
Synovus Financial Corp. 5.5k $545k -6% Mar 2021
GenTrust 5.0k $489k 0% Mar 2021
Eidelman Virant Capital 4.9k $492k 0% Mar 2021
Cetera Investment Advisers 4.7k $465k -5% Mar 2021
North Star Asset Management 4.4k $439k 0% Mar 2021
Sunbelt Securities 4.3k $426k -2% Mar 2021
Mid Atlantic Financial Management 4.2k $417k -1% Mar 2021
Murphy, Middleton, Hinkle & Parker 4.0k $399k 0% Mar 2021
Kestra Private Wealth Services 3.9k $391k -3% Mar 2021
Garner Asset Management Corp 3.9k $387k 0% Mar 2021
Burke & Herbert Bank & Trust 3.7k $372k -10% Mar 2021
Cooper/haims Advisors 3.7k $370k 0% Mar 2021
Capital Investment Advisors 3.6k $364k 0% Mar 2021
Princeton Global Asset Management 3.6k $359k -9% Mar 2021
Nottingham Advisors 3.5k $350k 0% Mar 2021
Ccg Wealth Management 3.3k $331k 0% Mar 2021
Evanson Asset Management 3.2k $322k 0% Mar 2021
Edge Wealth Management 3.2k $320k 0% Mar 2021
Geneos Wealth Management 3.1k $324k 0% Mar 2021
Investors Financial Group 3.0k $304k 0% Mar 2021
Kingsview Wealth Management 3.0k $301k 0% Mar 2021
First Citizens Financial Corp 3.0k $295k -26% Mar 2021
Koshinski Asset Management 2.9k $285k -31% Mar 2021
Lineweaver Wealth Advisors 2.8k $282k 100% Mar 2021
Leavell Investment Management 2.8k $281k 0% Mar 2021
Jpmorgan Chase & Co 2.8k $280k -81% Mar 2021
Bank Julius Baer & Co. Ltd, Zurich 2.7k $271k 1% Mar 2021
Bank Of Oklahoma National Association / 2.7k $270k -8% Mar 2021
Franklin Resources 2.6k $260k 0% Mar 2021
Northern Trust 2.5k $254k 0% Mar 2021
Atlantic Trust 2.5k $253k 0% Mar 2021
Amarillo National Bank 2.5k $246k 0% Mar 2021
Us Bancorp 2.5k $246k -17% Mar 2021
Almanack Investment Partners 2.3k $234k 0% Mar 2021
Nations Financial Group 2.3k $234k 0% Mar 2021
Clarity Wealth Advisors 2.3k $226k 0% Mar 2021
Susquehanna International 2.2k $224k -94% Mar 2021
Mayflower Financial Advisors 2.2k $224k -4% Mar 2021
Banque Cantonale Vaudoise 2.2k $218k 0% Mar 2021
Baldwin Investment Management 2.1k $212k -16% Mar 2021
Lake Street Financial 2.1k $208k -3% Mar 2021
Huntington National Bank 2.0k $200k 0% Mar 2021
Whittier Trust Co. of Nevada 1.8k $176k -20% Mar 2021
Sowell Financial Services 1.5k $157k -32% Mar 2021
Rocky Mountain Advisers 1.5k $145k 0% Mar 2021
Carolinas Wealth Consulting 1.3k $132k 0% Mar 2021
IFP Advisors 1.2k $124k -46% Mar 2021
Balentine 1.2k $120k 100% Mar 2021
Fifth Third Bancorp 1.2k $117k -2% Mar 2021
Powell Investment Advisors 1.2k $115k 35% Mar 2021
MTM Investment Management 1.0k $103k 0% Mar 2021
Spire Wealth Management 950.00 $95k 100% Mar 2021
Bank Of Montreal 947.00 $98k -79% Mar 2021
Hexagon Capital Partners 906.00 $90k 0% Mar 2021
Whittier Trust 760.00 $76k 0% Mar 2021
Hoover Financial Advisors 738.00 $77k 0% Mar 2021
Rockefeller Capital Management 726.00 $72k 0% Mar 2021
William Blair $ Company 660.00 $66k -75% Mar 2021
Assetmark 582.00 $58k 100% Mar 2021
CWM 570.00 $57k -13% Mar 2021
Tower Research Capital 541.00 $54k 189% Mar 2021
Liberty Wealth Management 472.00 $44k 100% Dec 2020
A. Montag and Associates 437.00 $44k 0% Mar 2021
Country Trust Bank 406.00 $41k 88% Mar 2021
Townsend Asset Management Corp 400.00 $40k 0% Mar 2021
Sargent Bickham Lagudis 374.00 $37k 0% Mar 2021
Citigroup 371.00 $37k -4% Mar 2021
Glassman Wealth Services 300.00 $30k 0% Mar 2021
McClarren Financial Advisors 279.00 $28k 100% Mar 2021
McIlrath & Eck 190.00 $19k 0% Mar 2021

Who sold out of iShares Dow Jones U.S. Index Fund?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 405k $38M
Financial Network Investment Corporation Dec 2020 3.0k $280k
Flow Traders US Sep 2020 2.7k $443k
Arkansas Financial Dec 2020 2.3k $218k
Private Wealth Partners Dec 2020 2.2k $208k
Marcia E. Wade Dec 2020 1.5k $145k
Samalin Investment Counsel Dec 2020 560.00 $53k
Filbrandt Wealth Management Dec 2020 390.00 $37k