Who owns iShares Dow Jones US Consumer Ser.?
- Ticker: IYC
- CUSIP Number: 464287580
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Analyze quarterly positions in iShares Dow Jones US Consumer Ser. with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Consumer Ser. stock
Who bought or sold iShares Dow Jones US Consumer Ser. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 862k | $71M | 7% | Mar 2024 |
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| Bank of America Corporation | 700k | $57M | -2% | Mar 2024 |
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| UBS Group | 497k | $41M | 4% | Mar 2024 |
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| Green Harvest Asset Management | 397k | $33M | 84% | Mar 2024 |
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| Wells Fargo & Company | 286k | $23M | -1% | Mar 2024 |
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| Raymond James Financial Services Advisors | 182k | $15M | 32% | Mar 2024 |
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| Royal Bank of Canada | 176k | $14M | 4% | Mar 2024 |
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| Captrust Financial Advisors | 141k | $12M | -1% | Mar 2024 |
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| LPL Financial | 138k | $11M | -23% | Mar 2024 |
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| Commonwealth Equity Services | 92k | $7.6M | 4% | Mar 2024 |
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| Pinkerton Retirement Specialists | 83k | $6.8M | 28% | Mar 2024 |
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| AE Wealth Management | 81k | $6.6M | -17% | Mar 2024 |
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| Townsquare Capital | 80k | $6.6M | 58% | Mar 2024 |
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| Norden Group | 79k | $6.5M | 100% | Mar 2024 |
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| Advisor Group Holdings | 71k | $5.9M | 0% | Mar 2024 |
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| Brookstone Capital Management | 66k | $5.4M | 64% | Mar 2024 |
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| Kellett Schaffner Wealth Advisors | 66k | $5.4M | 20% | Mar 2024 |
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| Goldman Sachs Group | 63k | $5.2M | -34% | Mar 2024 |
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| BlackRock | 62k | $5.1M | 173% | Mar 2024 |
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| Ferguson Wellman Capital Management | 61k | $5.0M | -8% | Mar 2024 |
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| First Citizens Financial Corp | 60k | $4.6M | -1% | Dec 2023 |
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| Concurrent Investment Advisors | 59k | $4.9M | 2% | Mar 2024 |
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| Raymond James & Associates | 58k | $4.8M | 9% | Mar 2024 |
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| United Capital Financial Advisers | 56k | $4.6M | -7% | Mar 2024 |
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| Cambridge Investment Research Advisors | 55k | $4.5M | 28% | Mar 2024 |
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| Moloney Securities Asset Management | 49k | $4.0M | 100% | Mar 2024 |
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| Eaton Financial Holdings Company | 43k | $3.5M | 100% | Mar 2024 |
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| Ameriprise Financial | 43k | $3.5M | 57% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 43k | $3.5M | -17% | Mar 2024 |
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| Southern Capital Advisors | 40k | $3.2M | 3% | Mar 2024 |
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| Goss Wealth Management | 34k | $2.8M | -2% | Mar 2024 |
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| Jpmorgan Chase & Co | 33k | $2.7M | -21% | Mar 2024 |
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| Stillwater Capital Advisors | 33k | $2.7M | 0% | Mar 2024 |
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| Stonebridge Financial Planning Group | 32k | $2.6M | -4% | Mar 2024 |
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| Balboa Wealth Partners | 31k | $2.5M | 76% | Mar 2024 |
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| Cottonwood Capital Advisors | 30k | $2.3M | -2% | Mar 2024 |
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| Private Advisor | 26k | $2.2M | 153% | Mar 2024 |
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| Transatlantique Private Wealth | 26k | $2.1M | 100% | Mar 2024 |
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| WESPAC Advisors SoCal | 24k | $2.0M | -6% | Mar 2024 |
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| Tritonpoint Wealth | 22k | $1.4M | 4% | Mar 2024 |
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| Virtue Capital Management | 18k | $1.4M | -20% | Mar 2024 |
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| Mutual Advisors | 18k | $1.5M | -1% | Mar 2024 |
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| Smartleaf Asset Management | 17k | $1.3M | 100% | Mar 2024 |
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| Sunbelt Securities | 16k | $1.3M | 10% | Mar 2024 |
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| Koshinski Asset Management | 16k | $1.3M | 100% | Mar 2024 |
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| Branch Banking & Trust Company | 16k | $1.3M | -19% | Mar 2024 |
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| Garrison Point Advisors | 15k | $1.3M | 1% | Mar 2024 |
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| Steward Partners Investment Advisory | 15k | $1.2M | -2% | Mar 2024 |
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| GSA Capital Partners | 14k | $1.2M | 11% | Mar 2024 |
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| Wintrust Financial Corporation | 14k | $1.1M | 0% | Mar 2024 |
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| Spinnaker Trust | 14k | $1.1M | 0% | Mar 2024 |
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| Bank Of Montreal | 13k | $1.1M | -10% | Mar 2024 |
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| Robertson Stephens Wealth Management | 13k | $1.1M | 100% | Mar 2024 |
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| Patton Albertson & Miller | 13k | $1.1M | -8% | Mar 2024 |
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| Simmons Bank | 13k | $978k | 0% | Dec 2023 |
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| CI Private Wealth | 13k | $1.1M | -1% | Mar 2024 |
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| VCI Wealth Management | 13k | $1.0M | -16% | Mar 2024 |
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| Amg National Trust Bank | 13k | $1.0M | 0% | Mar 2024 |
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| Whitener Capital Management | 12k | $1.0M | 1% | Mar 2024 |
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| Susquehanna International | 12k | $942k | -77% | Mar 2024 |
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| Clear Creek Financial Management | 12k | $940k | 22% | Mar 2024 |
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| KKM Financial | 11k | $859k | 100% | Dec 2023 |
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| Huntington National Bank | 11k | $922k | 35% | Mar 2024 |
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| Retirement Planning Group | 11k | $892k | 0% | Mar 2024 |
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| Stifel Financial | 11k | $866k | -5% | Mar 2024 |
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| Foundations Investment Advisors | 10k | $844k | 100% | Mar 2024 |
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| FMR | 9.9k | $810k | 13% | Mar 2024 |
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| Outlook Wealth Advisors | 9.8k | $807k | 100% | Mar 2024 |
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| Anchor Investment Management | 9.6k | $790k | -1% | Mar 2024 |
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| Davenport & Co | 9.2k | $757k | 18% | Mar 2024 |
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| Capital Investment Advisors | 9.2k | $756k | -5% | Mar 2024 |
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| M^T Bank Corporation | 8.7k | $391k | 0% | Mar 2024 |
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| WESPAC Advisors | 8.6k | $703k | 52% | Mar 2024 |
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| Adell, Harriman, & Carpenter | 8.6k | $702k | -6% | Mar 2024 |
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| Atria Wealth Solutions | 8.5k | $696k | 111% | Mar 2024 |
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| Patten & Patten | 8.4k | $688k | 9% | Mar 2024 |
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| Haverford Trust Company | 8.4k | $686k | 0% | Mar 2024 |
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| Creative Planning | 8.1k | $662k | 0% | Mar 2024 |
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| Eagle Strategies | 8.0k | $653k | 100% | Mar 2024 |
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| Brian McDonald | 7.9k | $646k | 308% | Mar 2024 |
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| WealthBridge Capital Management | 7.8k | $639k | -8% | Mar 2024 |
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| Sonata Capital | 7.6k | $623k | 0% | Mar 2024 |
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| Envestnet Asset Management | 7.5k | $611k | -22% | Mar 2024 |
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| Laidlaw Wealth Management | 7.2k | $588k | 0% | Mar 2024 |
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| Advisory Services Network | 7.2k | $587k | -41% | Mar 2024 |
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| Sigma Planning | 7.1k | $582k | 100% | Mar 2024 |
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| Principal Securities | 7.1k | $579k | 2% | Mar 2024 |
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| Chevy Chase Trust Holdings | 6.9k | $568k | 100% | Mar 2024 |
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| Qube Research & Technologies | 6.8k | $560k | -1% | Mar 2024 |
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| Meridian Wealth Management | 6.6k | $540k | 0% | Mar 2024 |
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| L & S Advisors | 6.6k | $539k | 100% | Mar 2024 |
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| Horizon Family Wealth | 6.6k | $537k | 25% | Mar 2024 |
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| CWM | 6.5k | $535k | 0% | Mar 2024 |
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| Summit X | 6.5k | $534k | 0% | Mar 2024 |
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| Navellier & Associates | 6.3k | $514k | 4% | Mar 2024 |
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| SPC Financial | 6.1k | $503k | -2% | Mar 2024 |
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| Janney Montgomery Scott | 5.9k | $487k | -4% | Mar 2024 |
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| National Asset Management | 5.9k | $394k | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 5.8k | $476k | -64% | Mar 2024 |
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| Canvas Wealth Advisors | 5.6k | $432k | 0% | Mar 2024 |
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| Prime Capital Investment Advisors | 5.5k | $418k | 100% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 5.5k | $453k | 0% | Mar 2024 |
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| Pettyjohn | 5.5k | $451k | 0% | Mar 2024 |
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| Two Sigma Investments | 5.4k | $443k | -8% | Mar 2024 |
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| Mercer Global Advisors | 5.4k | $442k | 1% | Mar 2024 |
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| Commerce Bank N A | 5.4k | $441k | 0% | Mar 2024 |
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| Patriot Investment Management | 5.2k | $428k | 0% | Mar 2024 |
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| Bartlett & Co. Wealth Management | 5.2k | $424k | 0% | Mar 2024 |
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| Bartlett & Co. | 5.2k | $394k | 0% | Dec 2023 |
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| Chesapeake Wealth Management | 5.0k | $407k | -2% | Mar 2024 |
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| Coldstream Capital Management | 4.9k | $374k | 0% | Dec 2023 |
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| HighTower Advisors | 4.9k | $402k | -6% | Mar 2024 |
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| Kestra Private Wealth Services | 4.8k | $397k | 0% | Mar 2024 |
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| AMJ Financial Wealth Management | 4.8k | $391k | 100% | Mar 2024 |
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| William Blair $ Company | 4.6k | $380k | 1% | Mar 2024 |
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| Planning Directions | 4.6k | $379k | 0% | Mar 2024 |
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| EP Wealth Advisors | 4.6k | $346k | 4% | Dec 2023 |
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| One Charles Private Wealth Services | 4.5k | $371k | -1% | Mar 2024 |
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| Pnc Financial Services | 4.5k | $365k | 9% | Mar 2024 |
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| Pathstone Holdings | 4.4k | $359k | -3% | Mar 2024 |
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| North Star Investment Management | 4.3k | $353k | 0% | Mar 2024 |
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| WJ Wealth Management | 4.3k | $351k | 0% | Mar 2024 |
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| Tiaa Trust, National Association | 4.3k | $349k | 0% | Mar 2024 |
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| Samalin Investment Counsel | 4.0k | $331k | -5% | Mar 2024 |
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| Clifford Swan Investment Counsel | 4.0k | $328k | 0% | Mar 2024 |
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| Eubel Brady & Suttman Asset Management | 4.0k | $328k | 0% | Mar 2024 |
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| Thrivent Financial for Lutherans | 3.8k | $311k | 0% | Mar 2024 |
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| MAI Wealth Advisors | 3.7k | $307k | -5% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 3.7k | $302k | 0% | Mar 2024 |
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| National Bank Of Canada /fi/ | 3.7k | $275k | 0% | Dec 2023 |
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| Baird Financial | 3.7k | $278k | 0% | Dec 2023 |
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| Apollon Wealth Management | 3.6k | $299k | 100% | Mar 2024 |
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| Oakmont Partners | 3.6k | $295k | 100% | Mar 2024 |
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| Greenfield Savings Bank | 3.5k | $288k | 0% | Mar 2024 |
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| CoreCap Advisors | 3.3k | $253k | -3% | Dec 2023 |
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| Gts Securities | 3.3k | $269k | 0% | Mar 2024 |
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| Maltin Wealth Management | 3.2k | $266k | 0% | Mar 2024 |
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| Financial Counselors | 3.2k | $259k | 0% | Mar 2024 |
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| LexAurum Advisors | 3.1k | $233k | 0% | Dec 2023 |
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| Oppenheimer & Co | 3.0k | $248k | -5% | Mar 2024 |
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| Chicago Partners Investment | 3.0k | $231k | 0% | Mar 2024 |
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| Beacon Financial Advisory | 2.9k | $239k | -32% | Mar 2024 |
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| Advisors Management Group | 2.8k | $229k | -5% | Mar 2024 |
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| Citadel Advisors | 2.8k | $228k | -94% | Mar 2024 |
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| Snowden Capital Advisors | 2.8k | $228k | 0% | Mar 2024 |
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| Focus Financial Network | 2.8k | $212k | 100% | Mar 2024 |
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| Focus Financial Network | 2.7k | $207k | 100% | Dec 2023 |
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| Holderness Investments | 2.7k | $223k | 100% | Mar 2024 |
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| Gail Mannix | 2.6k | $213k | 100% | Mar 2024 |
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| Atlantic Trust | 2.6k | $212k | 100% | Mar 2024 |
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| Citigroup | 1.1k | $87k | -93% | Mar 2024 |
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| Tower Research Capital | 118.00 | $9.7k | -98% | Mar 2024 |
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Who sold out of iShares Dow Jones US Consumer Ser.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Marshall Wace | Dec 2023 | 16k | $1.2M |
| First Heartland Consultants | Dec 2023 | 15k | $1.1M |
| Barclays | Dec 2023 | 14k | $1.1M |
| Carnick & Kubik | Dec 2023 | 9.6k | $729k |
| Flow Traders US | Dec 2023 | 9.6k | $725k |
| Meitav Dash Investments | Dec 2023 | 4.7k | $356k |
| HPM Partners | Dec 2023 | 4.4k | $330k |
| Rathbones Brothers | Sep 2023 | 3.4k | $226k |
| Envestnet Portfolio Solutions | Dec 2023 | 3.3k | $251k |
| Jane Street | Dec 2023 | 3.1k | $238k |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Dec 2023 | 3.0k | $230k |
| Family Firm | Dec 2023 | 2.7k | $206k |
| Advisory Alpha | Dec 2023 | 2.7k | $202k |