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
Morgan Stanley 476k $53M 100% Mar 2022
Bank of America Corporation 195k $23M 100% Dec 2021
Pnc Financial Services 188k $22M -1% Dec 2021
Savant Capital Management 176k $20M -1% Mar 2022
Commonwealth Equity Services 109k $12M 2% Mar 2022
Advisor Group Holdings 98k $11M 50% Mar 2022
Wells Fargo & Company 91k $11M -6% Dec 2021
Sterling Investment Advisors 62k $7.9M 6% Mar 2022
Cambridge Investment Research Advisors 54k $6.3M 2% Dec 2021
Captrust Financial Advisors 53k $5.9M -12% Mar 2022
Wedbush Morgan Securities 50k $5.5M 17% Mar 2022

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Stifel Financial 42k $4.7M -3% Mar 2022
Lowe fs 42k $4.7M -2% Mar 2022
Raymond James & Associates 40k $4.5M -10% Mar 2022
Creative Planning 37k $4.4M -6% Dec 2021
Bank Of Montreal 35k $4.1M 1% Dec 2021
Ibex Wealth Advisors 34k $4.0M -3% Dec 2021
Envestnet Asset Management 31k $3.4M 7% Mar 2022
Aspiriant 30k $3.3M 0% Mar 2022
Merit Financial Group 29k $3.2M 0% Mar 2022
Private Advisor 27k $3.2M 0% Mar 2022
EP Wealth Advisors 26k $2.9M -1% Mar 2022
Money Concepts Capital Corp 26k $2.9M 100% Mar 2022
Asset Advisors Investment Management 25k $2.8M 0% Mar 2022
Townsend & Associates 25k $2.7M 12% Mar 2022
TrinityPoint Wealth 24k $2.6M -1% Mar 2022
First Heartland Consultants 24k $2.6M 2% Mar 2022
Cresset Asset Management 24k $2.8M 0% Dec 2021
FMR 23k $2.5M -1% Mar 2022
Bard Financial Services 23k $2.5M 0% Mar 2022
Benjamin F. Edwards & Company 22k $2.5M 100% Mar 2022
Branch Banking & Trust Company 17k $1.9M 20% Mar 2022
Mathes Company 17k $2.0M 0% Dec 2021
Pinnacle Private Wealth 16k $1.8M 21% Mar 2022
HighTower Advisors 16k $1.9M 4% Dec 2021
Tiaa 16k $1.7M 0% Mar 2022
TNB Financial 15k $1.7M -1% Mar 2022
Northwestern Mutual Wealth Management Company 15k $1.7M 4% Mar 2022
Sigma Planning 15k $1.7M -2% Mar 2022
First Republic Investment Management 15k $1.7M 3% Dec 2021
CFG Asset Management 14k $1.5M -4% Mar 2022
Kalos Management 14k $1.6M 2% Dec 2021
Sage Investment Advisers 13k $1.4M -9% Mar 2022
Steward Partners Investment Advisory 13k $1.4M -5% Mar 2022
Raymond James Financial Services Advisors 12k $1.3M 4% Mar 2022
Citadel Advisors 11k $1.3M -65% Mar 2022
Mine & Arao Wealth Creation & Management 11k $1.3M 5% Dec 2021
NorthRock Partners 11k $1.2M -38% Mar 2022
J.w. Cole Advisors 10k $1.2M 100% Dec 2021
Bank of New York Mellon 10k $1.1M -1% Mar 2022
Mutual Advisors 10k $1.1M 1% Mar 2022
Ellis Investment Partners 9.9k $1.1M -16% Mar 2022
GenWealth Group 9.8k $1.1M -1% Mar 2022
H D Vest Advisory Services 9.5k $1.1M -2% Mar 2022
Brown Advisory Holdings Incorporated 9.1k $1.1M 0% Mar 2022
IHT Wealth Management 9.1k $1.0M -3% Mar 2022
Ballew Advisors 9.1k $992k -1% Mar 2022
Washburn Capital Management 9.0k $1.0M -2% Mar 2022
Belpointe Asset Management 8.9k $990k 4% Mar 2022
Kelman-Lazarov 8.9k $986k 0% Mar 2022
Avondale Wealth Management 8.7k $966k -17% Mar 2022
Sunbelt Securities 8.2k $928k 5% Mar 2022
Portfolio Solutions 8.0k $943k 0% Dec 2021
Fayez Sarofim & Co 8.0k $943k 100% Dec 2021
Coastal Capital Group 8.0k $942k 0% Dec 2021
Sonata Capital 7.5k $840k -3% Mar 2022
Buckingham Asset Management 7.5k $838k -2% Mar 2022
Centric Wealth Management 7.4k $870k 0% Dec 2021
GW & Wade 7.2k $800k 0% Mar 2022
National Asset Management 7.2k $799k 1% Mar 2022
National Bank Of Canada /fi/ 7.1k $787k 0% Mar 2022
Raymond James Trust 7.0k $786k 0% Mar 2022
Brian McDonald 7.0k $770k 0% Mar 2022
Cortland Associates 7.0k $783k 0% Mar 2022
Carnegie Capital Asset Management 6.7k $745k 56% Mar 2022
Mml Investors Services 6.1k $674k -6% Mar 2022
Pinnacle Financial Partners 5.9k $655k 0% Mar 2022
Visionary Wealth Advisors 5.8k $651k -77% Mar 2022
Kestra Advisory Services 5.8k $644k -38% Mar 2022
LexAurum Advisors 5.5k $613k 0% Mar 2022
Great Valley Advisor Group 5.4k $602k -19% Mar 2022
Claraphi Advisory Network 5.3k $585k -4% Mar 2022
Badgley Phelps Wealth Managers 5.2k $574k 0% Mar 2022
GenTrust 5.0k $557k 0% Mar 2022
Goldman Sachs Group 4.9k $545k 0% Mar 2022
Cullen Frost Bankers 4.7k $521k -11% Mar 2022
Kestra Private Wealth Services 4.2k $497k 8% Dec 2021
Heritage Investment Group 4.1k $456k 0% Mar 2022
Garner Asset Management Corp 3.9k $437k 0% Mar 2022
Cetera Investment Advisers 3.9k $432k -6% Mar 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 3.8k $421k 29% Mar 2022
Personal Capital Advisors 3.7k $435k 0% Dec 2021
Capital Investment Advisors 3.6k $406k 0% Mar 2022
Princeton Global Asset Management 3.6k $401k 0% Mar 2022
Burke & Herbert Bank & Trust 3.6k $399k -4% Mar 2022
Ccg Wealth Management 3.3k $369k 0% Mar 2022
Calton & Associates 3.3k $367k -31% Mar 2022
Mercer Global Advisors 3.3k $367k 100% Mar 2022
Evanson Asset Management 3.3k $364k 0% Mar 2022
Nottingham Advisors 3.2k $359k -6% Mar 2022
Edge Wealth Management 3.2k $356k 0% Mar 2022
Lineweaver Wealth Advisors 3.1k $347k 0% Mar 2022
Murphy, Middleton, Hinkle & Parker 3.0k $334k 0% Mar 2022
Weaver Consulting Group 3.0k $333k -3% Mar 2022
AdvisorNet Financial 3.0k $332k 0% Mar 2022
Kingsview Wealth Management 3.0k $351k 0% Dec 2021
First Citizens Financial Corp 3.0k $348k 0% Dec 2021
Cooper/haims Advisors 2.9k $326k -4% Mar 2022
Silver Oak Advisory Group 2.9k $323k 0% Mar 2022
Leavell Investment Management 2.8k $314k 0% Mar 2022
Essex 2.8k $308k 0% Mar 2022
IFP Advisors 2.8k $326k 12% Dec 2021
Franklin Resources 2.6k $290k 0% Mar 2022
Wealthcare Advisory Partners 2.5k $274k -46% Mar 2022
Us Bancorp 2.5k $274k 0% Mar 2022
Almanack Investment Partners 2.3k $261k 0% Mar 2022
Nations Financial Group 2.3k $260k 0% Mar 2022
Penobscot Wealth Management 2.3k $257k 0% Mar 2022
Jpmorgan Chase & Co 2.3k $251k 12% Mar 2022
AE Wealth Management 2.2k $265k 8% Dec 2021
Janney Montgomery Scott 2.2k $247k -18% Mar 2022
Fortitude Advisory Group 2.2k $260k 100% Dec 2021
Geneos Wealth Management 2.2k $244k -13% Mar 2022
Banque Cantonale Vaudoise 2.2k $243k 0% Mar 2022
Clarity Wealth Advisors 2.2k $242k -1% Mar 2022
Upper Left Wealth Management 2.0k $238k 100% Dec 2021
Lake Street Financial 2.0k $223k -5% Mar 2022
BBR Partners 2.0k $222k 100% Mar 2022
YCMNET Advisors 2.0k $233k 0% Dec 2021
Balasa Dinverno & Foltz 2.0k $219k 0% Mar 2022
Sandy Cove Advisors 1.9k $214k 0% Mar 2022
Koshinski Asset Management 1.9k $213k -33% Mar 2022
Laurel Wealth Advisors 1.8k $204k 0% Mar 2022
Baldwin Investment Management 1.8k $203k -5% Mar 2022
Northern Trust 1.8k $200k -25% Mar 2022
Rocky Mountain Advisers 1.5k $161k 0% Mar 2022
FourThought Financial 1.4k $151k -3% Mar 2022
Centaurus Financial 1.2k $136k 24% Mar 2022
Carolinas Wealth Consulting 1.2k $135k 0% Mar 2022
Whittier Trust Co. of Nevada 1.1k $125k -7% Mar 2022
Powell Investment Advisors 1.1k $122k -5% Mar 2022
Private Capital Group 1.1k $120k 0% Mar 2022
Garde Capital 970.00 $114k 100% Dec 2021
Cardiff Park Advisors 800.00 $89k 0% Mar 2022
Spire Wealth Management 792.00 $93k -1% Dec 2021
Rockefeller Capital Management 726.00 $80k 0% Mar 2022
MTM Investment Management 696.00 $78k -17% Mar 2022
CWM 584.00 $65k 0% Mar 2022
Samalin Investment Counsel 560.00 $66k 0% Dec 2021
Fifth Third Bancorp 538.00 $60k -37% Mar 2022

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

Fund or Company Name Date Sold Shares Held Valued At
Csenge Advisory Group Dec 2021 46k $5.0M
Renaissance Technologies Dec 2021 9.3k $1.1M
Scotia Capital Dec 2021 7.7k $913k
North Star Asset Management Dec 2021 4.4k $519k
Goss Wealth Management Dec 2021 4.3k $509k
Eidelman Virant Capital Dec 2021 4.2k $501k
CIBC World Markets Sep 2021 3.2k $345k
Jane Street Dec 2021 3.1k $361k
Bank Julius Baer & Co. Ltd, Zurich Dec 2021 2.5k $300k
Atlantic Trust Sep 2021 2.5k $273k
Bank Of Oklahoma National Association / Dec 2021 2.3k $275k
Mayflower Financial Advisors Dec 2021 1.8k $213k
Equitable Holdings Dec 2021 1.8k $213k
Qube Research & Technologies Dec 2021 802.00 $95k