Who owns iShares Dow Jones U.S. Index Fund?
- Ticker: IYY
- CUSIP Number: 464287846
Tip: Access positions for across all investors
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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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 | Actions |
---|---|---|---|---|---|
Morgan Stanley | 458k | $59M | -3% | Mar 2024 |
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LPL Financial | 316k | $41M | 3% | Mar 2024 |
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Pnc Financial Services | 220k | $28M | 4% | Mar 2024 |
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Savant Capital Management | 164k | $21M | 0% | Mar 2024 |
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Bank of America Corporation | 131k | $17M | -3% | Mar 2024 |
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Commonwealth Equity Services | 124k | $16M | 2% | Mar 2024 |
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Wells Fargo & Company | 111k | $14M | 5% | Mar 2024 |
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Royal Bank of Canada | 97k | $13M | 4% | Mar 2024 |
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UBS Group | 66k | $8.5M | -1% | Mar 2024 |
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Advisor Group Holdings | 63k | $8.1M | -1% | Mar 2024 |
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Raymond James Financial Services Advisors | 49k | $6.3M | 1% | Mar 2024 |
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Citadel Advisors | 43k | $5.5M | 100% | Mar 2024 |
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Wealth Enhancement Advisory Services | 40k | $5.1M | 11% | Mar 2024 |
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Envestnet Asset Management | 40k | $5.1M | 14% | Mar 2024 |
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Creative Planning | 40k | $5.1M | -2% | Mar 2024 |
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Wedbush Morgan Securities | 40k | $4.6M | -30% | Dec 2023 |
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Captrust Financial Advisors | 38k | $4.9M | -5% | Mar 2024 |
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HighTower Advisors | 38k | $4.9M | 125% | Mar 2024 |
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Lowe fs | 36k | $4.6M | -1% | Mar 2024 |
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Raymond James & Associates | 36k | $4.6M | -1% | Mar 2024 |
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Brian McDonald | 34k | $4.3M | 0% | Mar 2024 |
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Bank of New York Mellon | 32k | $4.2M | 0% | Mar 2024 |
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Aspiriant | 30k | $3.8M | 0% | Mar 2024 |
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TD Waterhouse Canada | 29k | $4.1M | 10% | Mar 2024 |
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Merit Financial Group | 29k | $3.6M | 0% | Mar 2024 |
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Bank Of Montreal | 27k | $3.5M | -52% | Mar 2024 |
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Susquehanna International | 25k | $3.2M | 488% | Mar 2024 |
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Asset Advisors Investment Management | 24k | $2.8M | 0% | Dec 2023 |
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Money Concepts Capital Corp | 24k | $3.1M | 11% | Mar 2024 |
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Private Advisor | 24k | $3.1M | -1% | Mar 2024 |
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First Heartland Consultants | 24k | $3.0M | -9% | Mar 2024 |
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Stifel Financial | 22k | $2.8M | -6% | Mar 2024 |
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FMR | 22k | $2.8M | 10% | Mar 2024 |
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TrinityPoint Wealth | 21k | $2.7M | 0% | Mar 2024 |
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Ameriprise Financial | 19k | $2.4M | -3% | Mar 2024 |
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Branch Banking & Trust Company | 17k | $2.2M | -2% | Mar 2024 |
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EP Wealth Advisors | 16k | $1.9M | -4% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 16k | $2.1M | -30% | Mar 2024 |
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Cambridge Investment Research Advisors | 16k | $2.0M | -7% | Mar 2024 |
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Comprehensive Portfolio Management | 15k | $1.9M | 0% | Mar 2024 |
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TNB Financial | 13k | $1.7M | -3% | Mar 2024 |
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Steward Partners Investment Advisory | 12k | $1.6M | -2% | Mar 2024 |
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Stratos Wealth Advisors | 12k | $1.6M | 79% | Mar 2024 |
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Sigma Planning | 12k | $1.5M | 61% | Mar 2024 |
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Sage Investment Advisers | 12k | $1.5M | 0% | Mar 2024 |
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Mine & Arao Wealth Creation & Management | 11k | $1.4M | -1% | Mar 2024 |
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Mercer Global Advisors | 11k | $1.4M | 0% | Mar 2024 |
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Kestra Advisory Services | 10k | $1.2M | 62% | Dec 2023 |
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Jpmorgan Chase & Co | 10k | $1.3M | 5% | Mar 2024 |
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Ellis Investment Partners | 9.8k | $1.3M | 11% | Mar 2024 |
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Tiaa Trust, National Association | 9.7k | $1.2M | -22% | Mar 2024 |
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Carnegie Capital Asset Management | 9.4k | $1.2M | 4% | Mar 2024 |
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Seven Mile Advisory | 9.3k | $1.2M | 0% | Mar 2024 |
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Kaydan Wealth Management | 9.3k | $1.2M | 0% | Mar 2024 |
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Brown Advisory Holdings Incorporated | 9.1k | $1.2M | 0% | Mar 2024 |
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Mathes Company | 9.0k | $1.2M | 0% | Mar 2024 |
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Kelman-Lazarov | 8.9k | $1.1M | 0% | Mar 2024 |
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NorthRock Partners | 8.4k | $1.1M | 0% | Mar 2024 |
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Mariner Wealth Advisors | 8.1k | $1.0M | 0% | Mar 2024 |
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Fayez Sarofim & Co | 8.0k | $1.0M | 0% | Mar 2024 |
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Mutual Advisors | 7.9k | $1.0M | 0% | Mar 2024 |
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Novak & Powell Financial Services | 7.7k | $901k | 100% | Dec 2023 |
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GenWealth Group | 7.6k | $979k | -2% | Mar 2024 |
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SpiderRock Advisors | 7.6k | $955k | 100% | Mar 2024 |
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Northern Trust | 7.6k | $967k | 47% | Mar 2024 |
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National Asset Management | 7.2k | $760k | 14% | Mar 2024 |
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Cullen Frost Bankers | 7.2k | $922k | 0% | Mar 2024 |
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Colony | 7.2k | $878k | 100% | Mar 2024 |
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GW & Wade | 7.2k | $837k | 0% | Dec 2023 |
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Resources Investment Advisors | 7.1k | $908k | -6% | Mar 2024 |
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Sunbelt Securities | 7.0k | $901k | -21% | Mar 2024 |
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National Bank Of Canada /fi/ | 7.0k | $806k | 0% | Dec 2023 |
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Founders Financial Securities | 6.9k | $880k | 4% | Mar 2024 |
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Lido Advisors | 6.8k | $875k | 0% | Mar 2024 |
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Cortland Associates | 6.7k | $861k | -3% | Mar 2024 |
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Atlantic Trust | 6.6k | $848k | 72% | Mar 2024 |
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Centric Wealth Management | 6.3k | $773k | 0% | Mar 2024 |
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Sonata Capital | 6.0k | $775k | 0% | Mar 2024 |
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Great Valley Advisor Group | 6.0k | $770k | -14% | Mar 2024 |
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Pinnacle Financial Partners | 5.9k | $754k | 0% | Mar 2024 |
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V2 Financial group | 5.8k | $743k | 0% | Mar 2024 |
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Washburn Capital Management | 5.7k | $730k | -4% | Mar 2024 |
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United Capital Financial Advisers | 5.5k | $702k | -14% | Mar 2024 |
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Buckingham Asset Management | 5.4k | $696k | -29% | Mar 2024 |
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Farther Finance Advisors | 5.3k | $677k | 0% | Mar 2024 |
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Janney Montgomery Scott | 5.2k | $664k | 117% | Mar 2024 |
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Narus Financial Partners | 5.2k | $663k | 0% | Mar 2024 |
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Ballew Advisors | 4.9k | $612k | 0% | Mar 2024 |
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Kestra Private Wealth Services | 4.7k | $605k | -5% | Mar 2024 |
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J.w. Cole Advisors | 4.6k | $590k | 0% | Mar 2024 |
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Badgley Phelps Wealth Managers | 4.5k | $578k | -8% | Mar 2024 |
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Fortitude Advisory Group | 4.5k | $571k | 0% | Mar 2024 |
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Raymond James Trust | 4.4k | $561k | 0% | Mar 2024 |
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Arkansas Financial | 4.3k | $548k | 38% | Mar 2024 |
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Flow Traders US | 4.3k | $547k | 100% | Mar 2024 |
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Sovereign Financial Group | 4.2k | $536k | 0% | Mar 2024 |
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Heritage Investment Group | 4.1k | $524k | 0% | Mar 2024 |
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CI Private Wealth | 4.0k | $518k | -7% | Mar 2024 |
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Garner Asset Management Corp | 4.0k | $515k | 0% | Mar 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 3.8k | $484k | 0% | Mar 2024 |
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Goss Wealth Management | 3.8k | $481k | 1% | Mar 2024 |
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Princeton Global Asset Management | 3.6k | $461k | 0% | Mar 2024 |
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Larson Financial Group | 3.5k | $454k | 0% | Mar 2024 |
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Evanson Asset Management | 3.4k | $431k | 0% | Mar 2024 |
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Ccg Wealth Management | 3.3k | $423k | 0% | Mar 2024 |
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Capital Investment Advisors | 3.3k | $421k | 0% | Mar 2024 |
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Nottingham Advisors | 3.2k | $377k | 0% | Dec 2023 |
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Edge Wealth Management | 3.2k | $410k | 0% | Mar 2024 |
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Burke & Herbert Bank & Trust | 3.2k | $407k | -7% | Mar 2024 |
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Main Street Research | 3.0k | $387k | -11% | Mar 2024 |
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Apollon Financial | 3.0k | $386k | 100% | Mar 2024 |
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Murphy, Middleton, Hinkle & Parker | 3.0k | $384k | 0% | Mar 2024 |
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Fiduciary Alliance | 3.0k | $381k | 0% | Mar 2024 |
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Concurrent Investment Advisors | 3.0k | $381k | 47% | Mar 2024 |
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Financial Partners Group | 2.8k | $365k | 0% | Mar 2024 |
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MEMBERS Trust | 2.8k | $364k | 0% | Mar 2024 |
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Leavell Investment Management | 2.8k | $361k | 0% | Mar 2024 |
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CWM | 2.8k | $356k | -6% | Mar 2024 |
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Federation des caisses Desjardins du Quebec | 2.8k | $354k | 100% | Mar 2024 |
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Silver Oak Advisory Group | 2.7k | $343k | -8% | Mar 2024 |
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Vahanian & Associates Financial Planning | 2.6k | $302k | -29% | Dec 2023 |
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Gladstone Institutional Advisory | 2.6k | $299k | 24% | Dec 2023 |
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Mount Yale Investment Advisors | 2.5k | $326k | 100% | Mar 2024 |
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Us Bancorp | 2.4k | $309k | 96% | Mar 2024 |
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Westside Investment Management | 2.3k | $300k | 7% | Mar 2024 |
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Aspect Partners | 2.3k | $300k | 0% | Mar 2024 |
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Cassaday & Co Wealth Management | 2.3k | $299k | -2% | Mar 2024 |
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Clarity Wealth Advisors | 2.3k | $296k | 0% | Mar 2024 |
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Penobscot Wealth Management | 2.3k | $296k | 0% | Mar 2024 |
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Cooper/haims Advisors | 2.3k | $294k | -12% | Mar 2024 |
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Melfa Wealth Management | 2.3k | $291k | -2% | Mar 2024 |
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Hubbell Strickland Wealth Management | 2.3k | $289k | 0% | Mar 2024 |
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Kingsview Wealth Management | 2.3k | $289k | 0% | Mar 2024 |
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Nations Financial Group | 2.2k | $288k | -4% | Mar 2024 |
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Moneta Group Investment Advisors | 2.2k | $259k | 0% | Dec 2023 |
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Private Wealth Partners | 2.2k | $282k | 0% | Mar 2024 |
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Yoder Wealth Management | 2.2k | $281k | 0% | Mar 2024 |
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Essex | 2.2k | $278k | -22% | Mar 2024 |
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InterOcean Capital Group | 2.2k | $251k | -7% | Dec 2023 |
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Principal Securities | 2.1k | $272k | 26% | Mar 2024 |
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Legacy Financial Group | 2.1k | $271k | 0% | Mar 2024 |
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Geneos Wealth Management | 2.1k | $270k | 0% | Mar 2024 |
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Planned Solutions | 2.1k | $270k | 0% | Mar 2024 |
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Watts Gwilliam & Co | 2.1k | $266k | 100% | Mar 2024 |
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AE Wealth Management | 2.1k | $265k | -71% | Mar 2024 |
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Beacon Pointe Advisors | 2.1k | $239k | 100% | Dec 2023 |
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Centaurus Financial | 2.0k | $260k | -6% | Mar 2024 |
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Sandy Cove Advisors | 1.9k | $246k | 0% | Mar 2024 |
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Lake Street Financial | 1.9k | $245k | 0% | Mar 2024 |
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Gray Wealth Management | 1.9k | $239k | 0% | Mar 2024 |
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Jane Street | 1.7k | $221k | -18% | Mar 2024 |
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Who sold out of iShares Dow Jones U.S. Index Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Goldman Sachs Group | Dec 2023 | 53k | $6.2M |
Wealthstar Advisors | Dec 2023 | 3.1k | $365k |
Campbell Wealth Management | Dec 2023 | 2.7k | $320k |
CIBC World Markets | Sep 2023 | 2.6k | $272k |
Wolverine Trading | Dec 2023 | 2.0k | $232k |