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 422k $45M 100% Jun 2021
LPL Financial 287k $31M 0% Jun 2021
Bank of America Corporation 282k $30M 10% Jun 2021
Pnc Financial Services 191k $21M -2% Jun 2021
Savant Capital Management 185k $20M -1% Jun 2021
UBS Group 141k $15M 0% Jun 2021
Wells Fargo & Company 103k $11M -5% Jun 2021
Commonwealth Equity Services 98k $11M -40% Jun 2021
Advisor Group Holdings 72k $7.7M 3% Jun 2021
Captrust Financial Advisors 63k $6.8M 0% Jun 2021
Royal Bank of Canada 62k $6.7M -41% Jun 2021

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Cambridge Investment Research Advisors 52k $5.6M 0% Jun 2021
Liberty Wealth Management 51k $472k 10697% Jun 2021
Sterling Investment Advisors 50k $5.8M 6% Jun 2021
Csenge Advisory Group 46k $5.0M 331% Jun 2021
Lowe fs 45k $4.9M 0% Jun 2021
Stifel Financial 44k $4.7M -1% Jun 2021
Multi-Financial Securities 43k $4.7M 1% Jun 2021
Citadel Advisors 42k $4.6M 50% Jun 2021
Creative Planning 37k $4.0M 1% Jun 2021
Bank Of Montreal 35k $3.8M 3582% Jun 2021
Ibex Wealth Advisors 34k $3.7M 9% Jun 2021
Envestnet Asset Management 33k $3.6M 7% Jun 2021
Raymond James & Associates 33k $3.5M 3% Jun 2021
Aspiriant 30k $3.2M 0% Jun 2021
Merit Financial Group 29k $3.1M 100% Jun 2021
Wedbush Morgan Securities 27k $2.9M 32% Jun 2021
EP Wealth Advisors 27k $2.9M -2% Jun 2021
Private Advisor 25k $2.7M 0% Jun 2021
Tower Research Capital 25k $2.7M 4502% Jun 2021
Asset Advisors Investment Management 25k $2.7M -4% Jun 2021
Benjamin F. Edwards & Company 24k $2.6M 0% Jun 2021
TrinityPoint Wealth 24k $2.5M -5% Jun 2021
Cresset Asset Management 24k $2.5M 0% Jun 2021
First Heartland Consultants 23k $2.5M 1% Jun 2021
Bard Financial Services 23k $2.4M 0% Jun 2021
Townsend & Associates 21k $2.3M 0% Jun 2021
FMR 19k $2.0M 5% Jun 2021
NorthRock Partners 18k $1.9M 0% Jun 2021
Money Concepts Capital Corp 17k $1.7M 88% Mar 2021
United Capital Financial Advisers 17k $1.9M -20% Jun 2021
Mathes Company 17k $1.8M -1% Jun 2021
Tiaa 16k $1.7M -2% Jun 2021
Northwestern Mutual Wealth Management Company 16k $1.7M 0% Jun 2021
TNB Financial 16k $1.7M 51% Jun 2021
HighTower Advisors 15k $1.6M -1% Jun 2021
First Republic Investment Management 15k $1.6M 1% Jun 2021
CFG Asset Management 15k $1.6M -23% Jun 2021
Branch Banking & Trust Company 14k $1.5M 6% Jun 2021
Sigma Planning 14k $1.5M -19% Jun 2021
Avondale Wealth Management 13k $1.4M 100% Jun 2021
Raymond James Financial Services Advisors 12k $1.3M -10% Jun 2021
Kestra Advisory Services 11k $1.2M 9% Jun 2021
Ellis Investment Partners 11k $1.2M -10% Jun 2021
GenWealth Group 11k $1.2M -27% Jun 2021
Mine & Arao Wealth Creation & Management 11k $1.2M 0% Jun 2021
Mutual Advisors 10k $1.1M -8% Jun 2021
Ballew Advisors 9.8k $1.1M -50% Jun 2021
IHT Wealth Management 9.7k $1.0M 3% Jun 2021
Scotia Capital 9.6k $1.0M -23% Jun 2021
Kalos Management 9.5k $1.1M 0% Jun 2021
Washburn Capital Management 9.5k $1.0M 1% Jun 2021
Brown Advisory Holdings Incorporated 9.2k $990k 1% Jun 2021
H D Vest Advisory Services 9.2k $995k 5% Jun 2021
Coastal Capital Group 9.0k $974k -6% Jun 2021
Kelman-Lazarov 8.9k $956k 0% Jun 2021
J.w. Cole Advisors 8.8k $954k 100% Jun 2021
Ameriprise Financial 8.7k $941k 10% Jun 2021
Portfolio Solutions 8.0k $890k -33% Jun 2021
Buckingham Asset Management 8.0k $858k -50% Jun 2021
Belpointe Asset Management 7.9k $858k 3% Jun 2021
Sunbelt Securities 7.9k $851k 84% Jun 2021
Sonata Capital 7.8k $838k 0% Jun 2021
National Asset Management 7.4k $790k 3% Jun 2021
Centric Wealth Management 7.4k $795k 0% Jun 2021
Cortland Associates 7.3k $783k 0% Jun 2021
Brian McDonald 7.0k $775k 0% Jun 2021
Raymond James Trust 6.8k $740k 0% Jun 2021
Mml Investors Services 6.4k $686k 10% Jun 2021
Bank of New York Mellon 6.1k $659k -1% Jun 2021
Claraphi Advisory Network 5.9k $637k -2% Jun 2021
Pinnacle Financial Partners 5.9k $635k 0% Jun 2021
Cullen Frost Bankers 5.8k $628k 0% Jun 2021
LexAurum Advisors 5.5k $595k 0% Jun 2021
Synovus Financial Corp. 5.4k $584k -1% Jun 2021
Great Valley Advisor Group 5.3k $568k 100% Jun 2021
Badgley Phelps Investment Managers 5.2k $556k 100% Jun 2021
GenTrust 5.0k $540k 0% Jun 2021
Wealthcare Advisory Partners 4.9k $529k -11% Jun 2021
Susquehanna International 4.8k $514k 112% Jun 2021
Financial Network Investment Corporation 4.6k $500k 100% Jun 2021
Eidelman Virant Capital 4.6k $499k -5% Jun 2021
North Star Asset Management 4.4k $475k 0% Jun 2021
Mid Atlantic Financial Management 4.2k $458k 1% Jun 2021
Cetera Investment Advisers 4.1k $446k -11% Jun 2021
Kestra Private Wealth Services 3.9k $423k 0% Jun 2021
Garner Asset Management Corp 3.9k $420k 0% Jun 2021
Burke & Herbert Bank & Trust 3.7k $402k 0% Jun 2021
Cooper/haims Advisors 3.7k $401k 0% Jun 2021
Capital Investment Advisors 3.6k $393k 0% Jun 2021
Princeton Global Asset Management 3.6k $389k 0% Jun 2021
Calton & Associates 3.5k $385k 100% Jun 2021
Nottingham Advisors 3.5k $378k 0% Jun 2021
Ccg Wealth Management 3.3k $358k 0% Jun 2021
Evanson Asset Management 3.2k $349k 1% Jun 2021
Lineweaver Wealth Advisors 3.2k $345k 13% Jun 2021
CIBC World Markets 3.2k $346k 100% Jun 2021
Edge Wealth Management 3.2k $345k 0% Jun 2021
Investors Financial Group 3.0k $328k 0% Jun 2021
Murphy, Middleton, Hinkle & Parker 3.0k $324k -25% Jun 2021
Kingsview Wealth Management 3.0k $323k 0% Jun 2021
First Citizens Financial Corp 3.0k $319k 0% Jun 2021
Geneos Wealth Management 2.9k $314k -7% Jun 2021
Leavell Investment Management 2.8k $281k 0% Jun 2021
Jpmorgan Chase & Co 2.8k $280k -81% Mar 2021
Bank Julius Baer & Co. Ltd, Zurich 2.7k $292k 0% Jun 2021
Bank Of Oklahoma National Association / 2.7k $270k -8% Mar 2021
Franklin Resources 2.6k $281k 0% Jun 2021
Atlantic Trust 2.5k $273k 0% Jun 2021
Laurel Wealth Advisors 2.5k $273k 8929% Jun 2021
Amarillo National Bank 2.5k $266k 0% Jun 2021
Us Bancorp 2.5k $266k 0% Jun 2021
IFP Advisors 2.5k $265k 97% Jun 2021
Northern Trust 2.4k $259k -6% Jun 2021
Nations Financial Group 2.3k $253k 0% Jun 2021
Almanack Investment Partners 2.3k $253k 0% Jun 2021
AE Wealth Management 2.3k $251k 100% Jun 2021
Janney Montgomery Scott 2.2k $243k 100% Jun 2021
Mayflower Financial Advisors 2.2k $242k 0% Jun 2021
Clarity Wealth Advisors 2.2k $239k -2% Jun 2021
Banque Cantonale Vaudoise 2.2k $235k 0% Jun 2021
Lake Street Financial 2.1k $228k 1% Jun 2021
YCMNET Advisors 2.0k $214k 100% Jun 2021
Balasa Dinverno & Foltz 2.0k $212k 100% Jun 2021
Baldwin Investment Management 1.9k $207k -9% Jun 2021
Whittier Trust Co. of Nevada 1.8k $190k 0% Jun 2021
Rocky Mountain Advisers 1.5k $157k 0% Jun 2021
Centaurus Financial 1.4k $149k 100% Jun 2021
Carolinas Wealth Consulting 1.3k $139k -3% Jun 2021
Fifth Third Bancorp 1.2k $126k 0% Jun 2021
Powell Investment Advisors 1.2k $124k 0% Jun 2021
MTM Investment Management 1.0k $112k 0% Jun 2021
Hexagon Capital Partners 842.00 $91k -7% Jun 2021
Spire Wealth Management 795.00 $86k -16% Jun 2021
Hoover Financial Advisors 738.00 $80k 0% Jun 2021
Rockefeller Capital Management 726.00 $78k 0% Jun 2021
Hm Payson & Co 588.00 $63k 100% Jun 2021
CWM 570.00 $62k 0% Jun 2021
Samalin Investment Counsel 560.00 $61k 100% Jun 2021
William Blair $ Company 510.00 $55k -23% Jun 2021

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

Fund or Company Name Date Sold Shares Held Valued At
Steward Partners Investment Advisory Mar 2021 13k $1.3M
Davenport & Co Mar 2021 5.7k $573k
Koshinski Asset Management Mar 2021 2.9k $285k
Huntington National Bank Mar 2021 2.0k $200k
Sowell Financial Services Mar 2021 1.5k $157k
Balentine Mar 2021 1.2k $120k
Whittier Trust Mar 2021 760.00 $76k
Assetmark Mar 2021 582.00 $58k