Who owns iShares Dow Jones US Technology?
- Ticker: IYW
- CUSIP Number: 464287721
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Technology with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Technology stock
Who bought or sold iShares Dow Jones US Technology this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Envestnet Asset Management | 11M | $1.5B | 51% | Mar 2024 |
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| Morgan Stanley | 5.8M | $785M | 2% | Mar 2024 |
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| Green Harvest Asset Management | 4.3M | $587M | 1% | Mar 2024 |
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| Bank of America Corporation | 4.3M | $585M | 0% | Mar 2024 |
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| LPL Financial | 3.8M | $516M | 42% | Mar 2024 |
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| Jpmorgan Chase & Co | 3.1M | $422M | 12% | Mar 2024 |
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| UBS Group | 2.1M | $284M | -1% | Mar 2024 |
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| BlackRock | 2.1M | $280M | 64% | Mar 2024 |
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| Envestnet Portfolio Solutions | 1.4M | $184M | 8% | Mar 2024 |
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| Wells Fargo & Company | 1.3M | $182M | 7% | Mar 2024 |
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| Ameriprise Financial | 1.2M | $163M | 20% | Mar 2024 |
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| CWM | 1.2M | $159M | 9% | Mar 2024 |
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| Park Avenue Securities | 1.1M | $142M | 10% | Mar 2024 |
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| Royal Bank of Canada | 1.0M | $137M | 12% | Mar 2024 |
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| Fil | 962k | $130M | -12% | Mar 2024 |
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| Commonwealth Equity Services | 887k | $120M | 11% | Mar 2024 |
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| Dynasty Wealth Management | 883k | $119M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 882k | $119M | 7% | Mar 2024 |
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| Parker Investment Management | 739k | $100M | 69% | Mar 2024 |
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| Janney Montgomery Scott | 682k | $92M | 3% | Mar 2024 |
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| RiverFront Investment Group | 676k | $91M | 22% | Mar 2024 |
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| Raymond James & Associates | 554k | $75M | 4% | Mar 2024 |
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| Resources Investment Advisors | 499k | $67M | 89% | Mar 2024 |
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| Advisor Group Holdings | 474k | $64M | -59% | Mar 2024 |
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| Hsbc Holdings | 437k | $54M | -8% | Dec 2023 |
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| United Capital Financial Advisers | 429k | $58M | -3% | Mar 2024 |
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| Stifel Financial | 423k | $57M | 0% | Mar 2024 |
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| Pnc Financial Services | 417k | $56M | -1% | Mar 2024 |
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| Captrust Financial Advisors | 401k | $54M | -3% | Mar 2024 |
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| Goldman Sachs Group | 353k | $48M | 59% | Mar 2024 |
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| Goss Wealth Management | 343k | $46M | 38% | Mar 2024 |
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| H D Vest Advisory Services | 343k | $46M | 82% | Mar 2024 |
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| Congress Wealth Management LLC / DE / | 337k | $45M | -4% | Mar 2024 |
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| Bank of New York Mellon | 336k | $45M | -39% | Mar 2024 |
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| Quotient Wealth Partners | 316k | $39M | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 315k | $43M | 9% | Mar 2024 |
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| Financial Gravity Wealth | 311k | $82M | 0% | Dec 2023 |
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| JB Capital | 299k | $40M | 11% | Mar 2024 |
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| Kestra Advisory Services | 275k | $34M | 247% | Dec 2023 |
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| Two Sigma Investments | 258k | $35M | -42% | Mar 2024 |
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| HighTower Advisors | 244k | $33M | 3% | Mar 2024 |
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| Wealthsource Partners | 238k | $29M | 36% | Dec 2023 |
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| Susquehanna International | 233k | $32M | -20% | Mar 2024 |
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| Thrivent Financial for Lutherans | 213k | $29M | 429% | Mar 2024 |
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| First Merchants Bank, National Association | 211k | $29M | -11% | Mar 2024 |
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| Foundations Investment Advisors | 211k | $28M | 11% | Mar 2024 |
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| Howard Capital Management Group | 204k | $28M | -2% | Mar 2024 |
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| Apexium Financial | 199k | $27M | 3% | Mar 2024 |
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| Commerce Bank N A | 181k | $24M | -1% | Mar 2024 |
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| Private Advisor | 181k | $24M | 1% | Mar 2024 |
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| Integrated Wealth Concepts | 179k | $24M | 65% | Mar 2024 |
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| Mariner Wealth Advisors | 173k | $23M | 24% | Mar 2024 |
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| Advisory Services Network | 172k | $23M | -3% | Mar 2024 |
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| Stratos Wealth Partners | 170k | $23M | 47% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 163k | $22M | 52% | Mar 2024 |
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| Atria Wealth Solutions | 161k | $22M | 4% | Mar 2024 |
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| Two Sigma Advisers | 159k | $22M | -33% | Mar 2024 |
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| Branch Banking & Trust Company | 153k | $21M | 8% | Mar 2024 |
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| SPC Financial | 148k | $20M | -1% | Mar 2024 |
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| J.w. Cole Advisors | 145k | $20M | 858% | Mar 2024 |
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| Advocacy Wealth Management Services | 141k | $19M | 24% | Mar 2024 |
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| Toroso Investments | 140k | $19M | 26% | Mar 2024 |
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| AE Wealth Management | 136k | $18M | -50% | Mar 2024 |
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| Us Bancorp | 132k | $18M | 2% | Mar 2024 |
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| Perigon Wealth Management | 127k | $17M | 43% | Mar 2024 |
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| Citadel Advisors | 126k | $17M | 45% | Mar 2024 |
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| MA Private Wealth | 125k | $17M | -1% | Mar 2024 |
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| Atria Investments | 124k | $15M | 38% | Dec 2023 |
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| Capital Investment Advisors | 122k | $17M | -4% | Mar 2024 |
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| Austin Private Wealth | 122k | $16M | 19% | Mar 2024 |
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| Stillwater Capital Advisors | 120k | $16M | -3% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 118k | $16M | -24% | Mar 2024 |
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| Bank Of Montreal | 117k | $16M | 21% | Mar 2024 |
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| Creative Planning | 116k | $16M | 6% | Mar 2024 |
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| Tritonpoint Wealth | 115k | $13M | 7% | Mar 2024 |
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| Rockefeller Capital Management | 114k | $14M | 4% | Dec 2023 |
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| Icon Wealth Advisors | 112k | $15M | 10% | Mar 2024 |
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| Mendel Capital Management | 108k | $15M | -2% | Mar 2024 |
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| First Citizens Financial Corp | 103k | $13M | 0% | Dec 2023 |
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| Prospera Financial Services | 97k | $12M | 3% | Dec 2023 |
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| FTB Advisors | 97k | $13M | 7% | Mar 2024 |
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| Horst & Graben Wealth Management | 94k | $13M | -1% | Mar 2024 |
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| Commonwealth Financial Services | 89k | $11M | -24% | Dec 2023 |
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| Change Path | 89k | $11M | 63% | Dec 2023 |
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| Partners Capital Investment Group | 89k | $12M | 100% | Mar 2024 |
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| AdvisorNet Financial | 89k | $12M | 265% | Mar 2024 |
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| Marshall Wace | 88k | $12M | 100% | Mar 2024 |
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| Atlantic Trust | 87k | $12M | 12% | Mar 2024 |
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| One Wealth Advisors | 86k | $12M | 43% | Mar 2024 |
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| Spire Wealth Management | 85k | $12M | 0% | Mar 2024 |
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| Rollins Financial Advisors | 85k | $11M | 100% | Mar 2024 |
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| Rollins Financial | 85k | $10M | 20% | Dec 2023 |
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| Mercer Global Advisors | 84k | $11M | 98% | Mar 2024 |
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| Simplicity Wealth | 83k | $11M | 584% | Mar 2024 |
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| Steel Peak Wealth Management | 83k | $11M | 19% | Mar 2024 |
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| Gries Financial | 82k | $11M | 51% | Mar 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 81k | $11M | -27% | Mar 2024 |
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| Prime Capital Investment Advisors | 81k | $9.9M | 14% | Dec 2023 |
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| Security Financial Services | 79k | $11M | -2% | Mar 2024 |
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| Merit Financial Group | 78k | $10M | 27% | Mar 2024 |
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| National Bank Of Canada /fi/ | 78k | $9.3M | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 77k | $10M | 6% | Mar 2024 |
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| High Falls Advisors | 77k | $10M | -2% | Mar 2024 |
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| Brookstone Capital Management | 77k | $10M | 52% | Mar 2024 |
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| Townsquare Capital | 76k | $10M | 38% | Mar 2024 |
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| Stonebridge Financial Planning Group | 76k | $10M | -4% | Mar 2024 |
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| Strategic Blueprint | 76k | $10M | 6% | Mar 2024 |
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| Buttonwood Financial Group | 75k | $10M | -3% | Mar 2024 |
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| Farther Finance Advisors | 75k | $10M | 30% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 74k | $10M | -16% | Mar 2024 |
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| Sawtooth Asset Management | 74k | $9.1M | -1% | Dec 2023 |
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| Banco Bilbao Vizcaya Argentaria | 74k | $10M | 103% | Mar 2024 |
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| CI Private Wealth | 74k | $10M | 5% | Mar 2024 |
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| Stone House Investment Management | 74k | $10M | 52% | Mar 2024 |
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| Sandy Spring Bank | 73k | $9.9M | -2% | Mar 2024 |
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| HC Advisors | 72k | $8.8M | 48% | Dec 2023 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 72k | $9.7M | -12% | Mar 2024 |
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| Pettinga Financial Advisors | 72k | $9.7M | 4% | Mar 2024 |
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| Brian McDonald | 71k | $9.6M | 53% | Mar 2024 |
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| Ciovacco Capital Management | 71k | $9.6M | 1% | Mar 2024 |
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| Ronald Blue Trust | 70k | $9.5M | 38% | Mar 2024 |
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| Bleakley Financial Group | 68k | $9.2M | -8% | Mar 2024 |
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| West Wealth Group | 68k | $9.2M | 6% | Mar 2024 |
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| Sharkey, Howes & Javer | 67k | $9.0M | -6% | Mar 2024 |
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| Invst | 67k | $8.6M | 65% | Dec 2023 |
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| Orion Portfolio Solutions | 66k | $8.8M | 4% | Mar 2024 |
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| Hrt Financial | 65k | $8.7M | 100% | Mar 2024 |
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| Signature Wealth Management Partners | 64k | $8.7M | 1% | Mar 2024 |
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| Perennial Investment Advisors | 64k | $8.7M | 78% | Mar 2024 |
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| SageView Advisory Group | 63k | $6.6M | 100% | Mar 2024 |
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| National Asset Management | 63k | $6.6M | 3% | Mar 2024 |
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| Keebeck Wealth Management | 61k | $7.5M | 55% | Dec 2023 |
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| Mmbg Investment Advisors | 60k | $8.0M | -4% | Mar 2024 |
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| Concurrent Investment Advisors | 59k | $8.0M | 28% | Mar 2024 |
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| Liberty Wealth Management | 59k | $7.9M | 1% | Mar 2024 |
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| Focus Financial Network | 58k | $7.4M | 100% | Mar 2024 |
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| Lido Advisors | 58k | $7.8M | -5% | Mar 2024 |
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| Lowe, Brockenbrough & Company | 58k | $7.8M | 0% | Mar 2024 |
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| Migdal Insurance & Financial Holdings | 57k | $7.7M | -2% | Mar 2024 |
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| Spectrum Wealth Counsel | 57k | $7.7M | 0% | Mar 2024 |
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| Atomi Financial Group | 56k | $7.6M | 119% | Mar 2024 |
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| Wealth Alliance | 55k | $7.5M | 8% | Mar 2024 |
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| Kickstand Ventures | 55k | $6.7M | 100% | Dec 2023 |
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| Huntington National Bank | 54k | $7.3M | -2% | Mar 2024 |
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| Focus Financial Network | 54k | $6.6M | 100% | Dec 2023 |
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| Pathstone Holdings | 53k | $7.1M | -4% | Mar 2024 |
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| BCJ Capital Management | 53k | $6.5M | 117% | Dec 2023 |
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| Cypress Wealth Services | 53k | $7.1M | 11% | Mar 2024 |
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| Cadent Capital Advisors | 51k | $6.9M | -2% | Mar 2024 |
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| Pinkerton Retirement Specialists | 49k | $6.7M | 25% | Mar 2024 |
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| ONE Advisory Partners | 49k | $6.7M | -5% | Mar 2024 |
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| Berkeley Capital Partners | 49k | $6.6M | -26% | Mar 2024 |
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| Crown Wealth Group | 49k | $6.6M | -2% | Mar 2024 |
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| Summit X | 46k | $6.3M | -14% | Mar 2024 |
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| Cary Street Partners Asset Management | 39k | $5.2M | -24% | Mar 2024 |
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| Amundi | 35k | $4.6M | -42% | Mar 2024 |
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| EWG Elevate | 28k | $3.8M | -65% | Mar 2024 |
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| Avid Wealth Partners | 27k | $3.7M | -80% | Mar 2024 |
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| Jane Street | 9.8k | $1.3M | -87% | Mar 2024 |
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| Granite Bay Wealth Management | 2.5k | $338k | -99% | Mar 2024 |
|
Who sold out of iShares Dow Jones US Technology?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Portfolio Strategies | Sep 2023 | 110k | $12M |
| Scarborough Advisors | Dec 2023 | 68k | $8.4M |