Who owns iShares Dow Jones US Basic Mater.?
- Ticker: IYM
- CUSIP Number: 464287838
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Basic Mater. with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of iShares Dow Jones US Basic Mater. stock
Who bought or sold iShares Dow Jones US Basic Mater. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Green Harvest Asset Management | 294k | $43M | 2% | Mar 2024 |
|
| Morgan Stanley | 269k | $40M | -10% | Mar 2024 |
|
| UBS Group | 138k | $20M | -2% | Mar 2024 |
|
| Bank of America Corporation | 132k | $20M | -58% | Mar 2024 |
|
| Wells Fargo & Company | 123k | $18M | -24% | Mar 2024 |
|
| Commerce Bank N A | 118k | $17M | 0% | Mar 2024 |
|
| Royal Bank of Canada | 91k | $13M | 8% | Mar 2024 |
|
| LPL Financial | 73k | $11M | -7% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 64k | $9.5M | 75% | Mar 2024 |
|
| Citadel Advisors | 53k | $7.8M | 161% | Mar 2024 |
|
| Goldman Sachs Group | 45k | $6.6M | 224% | Mar 2024 |
|
| Commonwealth Equity Services | 40k | $5.9M | -7% | Mar 2024 |
|
| Sachetta | 35k | $4.8M | 0% | Mar 2024 |
|
| Bank of Nova Scotia | 33k | $4.6M | 0% | Dec 2023 |
|
| Ameriprise Financial | 25k | $3.6M | -29% | Mar 2024 |
|
| Advisor Group Holdings | 21k | $3.1M | 5% | Mar 2024 |
|
| Envestnet Asset Management | 20k | $2.9M | -4% | Mar 2024 |
|
| GW & Wade | 16k | $2.2M | -2% | Dec 2023 |
|
| Colony | 15k | $2.2M | 100% | Mar 2024 |
|
| First Citizens Financial Corp | 14k | $1.9M | -2% | Dec 2023 |
|
| AE Wealth Management | 14k | $2.0M | -28% | Mar 2024 |
|
| Pathway Financial Advisors | 13k | $1.9M | 0% | Mar 2024 |
|
| KKM Financial | 12k | $1.6M | 100% | Dec 2023 |
|
| Rockefeller Capital Management | 11k | $1.6M | 4% | Dec 2023 |
|
| Kellett Schaffner Wealth Advisors | 11k | $1.6M | 27% | Mar 2024 |
|
| CI Private Wealth | 11k | $1.6M | -1% | Mar 2024 |
|
| Wealthstar Advisors | 11k | $1.6M | 0% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 9.0k | $1.3M | -19% | Mar 2024 |
|
| Jpmorgan Chase & Co | 8.6k | $1.3M | -8% | Mar 2024 |
|
| Navis Wealth Advisors | 7.9k | $1.2M | 0% | Mar 2024 |
|
| Bank Of Montreal | 7.7k | $1.1M | -30% | Mar 2024 |
|
| Harmony Asset Management | 7.5k | $1.0M | 100% | Dec 2023 |
|
| Raymond James & Associates | 7.1k | $1.0M | -6% | Mar 2024 |
|
| Steward Partners Investment Advisory | 6.6k | $969k | -4% | Mar 2024 |
|
| Roberts Glore & Co | 6.3k | $924k | 0% | Mar 2024 |
|
| Captrust Financial Advisors | 6.2k | $922k | -1% | Mar 2024 |
|
| Susquehanna International | 5.6k | $832k | -90% | Mar 2024 |
|
| Stonebridge Financial Planning Group | 5.6k | $823k | 0% | Mar 2024 |
|
| Mesirow Financial Investment Management International Equity | 5.5k | $809k | 100% | Mar 2024 |
|
| Kestra Advisory Services | 5.4k | $747k | 4% | Dec 2023 |
|
| Simmons Bank | 5.4k | $743k | 0% | Dec 2023 |
|
| Mercer Global Advisors | 4.9k | $726k | 7% | Mar 2024 |
|
| Dohj | 4.9k | $726k | 100% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 4.8k | $716k | -6% | Mar 2024 |
|
| Ariel Capital Advisors | 4.8k | $714k | 0% | Mar 2024 |
|
| Franklin Resources | 4.8k | $705k | 0% | Mar 2024 |
|
| Picton Mahoney Asset Management | 4.7k | $694k | 104% | Mar 2024 |
|
| Cottonwood Capital Advisors | 4.6k | $664k | -6% | Mar 2024 |
|
| Mattern Wealth Management | 4.6k | $637k | 0% | Dec 2023 |
|
| Essex | 4.6k | $673k | -6% | Mar 2024 |
|
| BKD Wealth Advisors | 4.5k | $668k | 2% | Mar 2024 |
|
| Ferguson Wellman Capital Management | 4.2k | $626k | 1% | Mar 2024 |
|
| Northern Trust | 4.2k | $621k | 0% | Mar 2024 |
|
| Unionview | 4.2k | $617k | 0% | Mar 2024 |
|
| Two Sigma Investments | 4.1k | $606k | 100% | Mar 2024 |
|
| Counterweight Ventures | 4.0k | $596k | -68% | Mar 2024 |
|
| Daiwa Securities Group | 4.0k | $591k | 0% | Mar 2024 |
|
| Wiley Bros.-aintree Capital | 3.9k | $570k | 100% | Mar 2024 |
|
| HighTower Advisors | 3.5k | $517k | -19% | Mar 2024 |
|
| Oakmont Partners | 3.5k | $517k | 100% | Mar 2024 |
|
| Private Advisor | 3.4k | $503k | -7% | Mar 2024 |
|
| Qube Research & Technologies | 3.4k | $503k | 48% | Mar 2024 |
|
| Pathstone Holdings | 3.4k | $498k | 0% | Mar 2024 |
|
| Family Firm | 3.4k | $496k | 0% | Mar 2024 |
|
| Navellier & Associates | 3.2k | $476k | 37% | Mar 2024 |
|
| Prospera Financial Services | 3.1k | $434k | 100% | Dec 2023 |
|
| Ifrah Financial Services | 3.1k | $462k | 0% | Mar 2024 |
|
| Stifel Financial | 3.0k | $449k | -2% | Mar 2024 |
|
| HFG Advisors | 3.0k | $438k | -10% | Mar 2024 |
|
| United Capital Financial Advisers | 3.0k | $437k | 17% | Mar 2024 |
|
| Bartlett & Co. | 3.0k | $410k | -13% | Dec 2023 |
|
| Tower Research Capital | 2.9k | $435k | -60% | Mar 2024 |
|
| Patriot Investment Management | 2.9k | $432k | -8% | Mar 2024 |
|
| Spire Wealth Management | 2.9k | $424k | 2% | Mar 2024 |
|
| Brian McDonald | 2.7k | $396k | -48% | Mar 2024 |
|
| Adell, Harriman, & Carpenter | 2.6k | $382k | 0% | Mar 2024 |
|
| Signal Advisors Wealth | 2.6k | $378k | 100% | Mar 2024 |
|
| Busey Trust Company | 2.6k | $378k | 0% | Mar 2024 |
|
| Aspen Wealth Strategies | 2.5k | $374k | -10% | Mar 2024 |
|
| Foguth Wealth Management | 2.5k | $373k | 100% | Mar 2024 |
|
| Wealth Management Partners | 2.5k | $371k | -1% | Mar 2024 |
|
| Janney Montgomery Scott | 2.5k | $364k | 65% | Mar 2024 |
|
| Mariner Wealth Advisors | 2.4k | $360k | 4% | Mar 2024 |
|
| Clear Creek Financial Management | 2.4k | $351k | -7% | Mar 2024 |
|
| Peapack Gladstone Financial Corp | 2.4k | $347k | 0% | Mar 2024 |
|
| Bartlett & Co. Wealth Management | 2.2k | $323k | -26% | Mar 2024 |
|
| MAI Wealth Advisors | 2.2k | $323k | 2% | Mar 2024 |
|
| Independence Bank of Kentucky | 2.2k | $321k | -10% | Mar 2024 |
|
| Legacy Advisors | 2.1k | $314k | 0% | Mar 2024 |
|
| Beacon Pointe Advisors | 2.1k | $293k | -13% | Dec 2023 |
|
| Snowden Capital Advisors | 2.1k | $310k | 15% | Mar 2024 |
|
| Fifth Third Securities | 2.1k | $310k | 100% | Mar 2024 |
|
| Huntington National Bank | 2.0k | $291k | -3% | Mar 2024 |
|
| Atria Wealth Solutions | 1.9k | $285k | 0% | Mar 2024 |
|
| FMR | 1.9k | $283k | 59% | Mar 2024 |
|
| Family Asset Management | 1.9k | $265k | -43% | Dec 2023 |
|
| Gts Securities | 1.7k | $247k | 15% | Mar 2024 |
|
| Mutual Advisors | 1.6k | $243k | -22% | Mar 2024 |
|
| EP Wealth Advisors | 1.6k | $226k | 100% | Dec 2023 |
|
| LLBH Private Wealth Management | 1.6k | $238k | 0% | Mar 2024 |
|
| Southern Capital Advisors | 1.6k | $237k | 0% | Mar 2024 |
|
| Jane Street | 1.6k | $232k | -15% | Mar 2024 |
|
| First Heartland Consultants | 1.5k | $229k | -7% | Mar 2024 |
|
| JNB Advisors | 1.5k | $226k | 0% | Mar 2024 |
|
| Glass Jacobson Investment Advisors | 1.5k | $222k | 2% | Mar 2024 |
|
| Gilman Hill Asset Management | 1.5k | $222k | 0% | Mar 2024 |
|
| Focus Financial Network | 1.5k | $211k | 100% | Mar 2024 |
|
| Focus Financial Network | 1.5k | $205k | 100% | Dec 2023 |
|
| TrinityPoint Wealth | 1.5k | $217k | -3% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 1.5k | $215k | 0% | Mar 2024 |
|
| Flow Traders US | 1.5k | $214k | 100% | Mar 2024 |
|
| Oppenheimer & Co | 1.4k | $214k | 100% | Mar 2024 |
|
| Trueblood Wealth Management | 1.4k | $211k | 100% | Mar 2024 |
|
| Geneos Wealth Management | 1.4k | $209k | 0% | Mar 2024 |
|
| Principal Securities | 1.4k | $208k | 2% | Mar 2024 |
|
| Two Sigma Securities | 1.4k | $203k | 100% | Mar 2024 |
|
| Dorchester Wealth Management | 1.4k | $201k | 100% | Mar 2024 |
|
| Centaurus Financial | 1.2k | $176k | 0% | Mar 2024 |
|
| A. Montag and Associates | 1.0k | $148k | 0% | Mar 2024 |
|
| Piscataqua Savings Bank | 995.00 | $147k | 0% | Mar 2024 |
|
| Cranbrook Wealth Management | 980.00 | $145k | 0% | Mar 2024 |
|
| Goss Wealth Management | 835.00 | $123k | -92% | Mar 2024 |
|
| Hanson McClain Advisors | 744.00 | $110k | 0% | Mar 2024 |
|
| Vima | 641.00 | $85k | -26% | Mar 2024 |
|
| CWM | 628.00 | $93k | -1% | Mar 2024 |
|
| GPS Wealth Strategies Group | 625.00 | $92k | 0% | Mar 2024 |
|
| Harel Insurance Investments & Financial Services | 598.00 | $88k | 0% | Mar 2024 |
|
| Whittier Trust Co. of Nevada | 500.00 | $74k | 0% | Mar 2024 |
|
| Atlantic Edge Private Wealth Management | 490.00 | $72k | 0% | Mar 2024 |
|
| Pinnacle Bank | 464.00 | $69k | -2% | Mar 2024 |
|
| Citigroup | 445.00 | $66k | -73% | Mar 2024 |
|
| O'shaughnessy Asset Management | 437.00 | $65k | 0% | Mar 2024 |
|
| Mine & Arao Wealth Creation & Management | 423.00 | $62k | 0% | Mar 2024 |
|
| Ohio Valley Financial | 410.00 | $61k | 0% | Mar 2024 |
|
| Us Bancorp | 400.00 | $59k | 0% | Mar 2024 |
|
| Providence Capital Advisors | 376.00 | $56k | 0% | Mar 2024 |
|
| National Bank Of Canada /fi/ | 375.00 | $52k | 0% | Dec 2023 |
|
| Federation des caisses Desjardins du Quebec | 356.00 | $53k | 100% | Mar 2024 |
|
| Wetzel Investment Advisors | 329.00 | $47k | 7% | Mar 2024 |
|
| Anchor Investment Management | 325.00 | $48k | 0% | Mar 2024 |
|
| Aptus Capital Advisors | 307.00 | $45k | -46% | Mar 2024 |
|
| Global Financial Private Client | 295.00 | $44k | 0% | Mar 2024 |
|
| Coastal Investment Advisors | 280.00 | $41k | 100% | Mar 2024 |
|
| IFP Advisors | 273.00 | $38k | 0% | Dec 2023 |
|
| Founders Capital Management | 250.00 | $37k | 0% | Mar 2024 |
|
| Rosenberg Matthew Hamilton | 230.00 | $34k | 0% | Mar 2024 |
|
| Parallel Advisors | 230.00 | $34k | 0% | Mar 2024 |
|
| William Blair $ Company | 227.00 | $34k | 6% | Mar 2024 |
|
| New Republic Capital | 217.00 | $32k | -15% | Mar 2024 |
|
| Creative Financial Designs | 208.00 | $31k | 0% | Mar 2024 |
|
| Laurel Wealth Advisors | 100.00 | $15k | -73% | Mar 2024 |
|
| Sunbelt Securities | 33.00 | $4.8k | -99% | Mar 2024 |
|
Who sold out of iShares Dow Jones US Basic Mater.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brookstone Capital Management | Dec 2023 | 19k | $2.6M |
| TCWP | Sep 2023 | 12k | $1.6M |
| Nikulski Financial | Dec 2023 | 7.5k | $1.0M |
| NVWM | Dec 2023 | 6.9k | $958k |
| Proficio Capital Partners | Sep 2023 | 6.7k | $844k |
| C2C Wealth Management | Sep 2023 | 3.5k | $433k |
| IFG Advisory | Dec 2023 | 3.1k | $425k |
| Moloney Securities Asset Management | Dec 2023 | 3.0k | $408k |
| SPC Financial | Dec 2023 | 2.8k | $384k |
| Kesler, Norman & Wride | Dec 2023 | 2.4k | $328k |
| MinichMacGregor Wealth Management | Dec 2023 | 2.1k | $297k |
| Magnolia Capital Management | Dec 2023 | 1.8k | $245k |
| Blue Chip Partners | Dec 2023 | 1.5k | $212k |
| Advisory Services Network | Dec 2023 | 1.5k | $210k |
| Focused Wealth Management | Dec 2023 | 544.00 | $75k |
| Advisors Preferred | Dec 2023 | 316.00 | $44k |