Who owns iShares Dow Jones US Insurance Index ETF?

Tip: Access positions for across all investors

Analyze quarterly positions in iShares Dow Jones US Insurance Index ETF with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of iShares Dow Jones US Insurance Index ETF stock

Who bought or sold iShares Dow Jones US Insurance Index ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank Of Montreal 617k $73M 11553% Mar 2024
 View chart
Morgan Stanley 404k $48M 3% Mar 2024
 View chart
Wells Fargo & Company 218k $26M 24% Mar 2024
 View chart
SPC Financial 182k $21M -3% Mar 2024
 View chart
Advisor Group Holdings 173k $20M 6% Mar 2024
 View chart
Bank of America Corporation 165k $19M -11% Mar 2024
 View chart
LPL Financial 158k $19M 238% Mar 2024
 View chart
Stifel Financial 125k $15M -7% Mar 2024
 View chart
Royal Bank of Canada 122k $14M -16% Mar 2024
 View chart
Cambridge Investment Research Advisors 98k $12M 568% Mar 2024
 View chart
MinichMacGregor Wealth Management 96k $11M -5% Mar 2024
 View chart
Advisory Services Network 84k $9.9M -6% Mar 2024
 View chart
Goldman Sachs Group 59k $6.9M -10% Mar 2024
 View chart
Fortis Group Advisors 56k $6.5M 100% Mar 2024
 View chart
Legend Financial Advisors 55k $6.5M -1% Mar 2024
 View chart
UBS Group 51k $6.0M 12% Mar 2024
 View chart
Fiduciary Planning 44k $5.2M 5% Mar 2024
 View chart
Raymond James Financial Services Advisors 44k $5.2M 18% Mar 2024
 View chart
Cadent Capital Advisors 42k $4.9M -3% Mar 2024
 View chart
Lee, Danner & Bass 41k $4.1M 965% Dec 2023
 View chart
Well Done 40k $4.7M -5% Mar 2024
 View chart
Martin & Co 38k $4.4M -7% Mar 2024
 View chart
Founders Financial Securities 35k $4.1M -1% Mar 2024
 View chart
Susquehanna International 34k $4.0M 522% Mar 2024
 View chart
Chicago Wealth Management 31k $3.7M 0% Mar 2024
 View chart
Prospera Financial Services 31k $3.1M 100% Dec 2023
 View chart
Citadel Advisors 29k $3.4M 779% Mar 2024
 View chart
Mariner Wealth Advisors 26k $3.1M -24% Mar 2024
 View chart
Janney Montgomery Scott 24k $2.8M 20% Mar 2024
 View chart
Commonwealth Equity Services 22k $2.5M -6% Mar 2024
 View chart
Envestnet Asset Management 21k $2.5M -26% Mar 2024
 View chart
Raymond James & Associates 20k $2.4M 62% Mar 2024
 View chart
SP Asset Management 20k $2.3M 0% Mar 2024
 View chart
Primoris Wealth Advisors 19k $2.3M 23% Mar 2024
 View chart
Leuthold Weeden Capital Management 17k $2.0M 87% Mar 2024
 View chart
Stonebridge Financial Planning Group 16k $1.8M -6% Mar 2024
 View chart
TAP Consulting 15k $1.8M 100% Mar 2024
 View chart
Hills Bank And Trust Company 15k $1.8M -1% Mar 2024
 View chart
HighTower Advisors 14k $1.6M 252% Mar 2024
 View chart
J.w. Cole Advisors 14k $1.6M 2% Mar 2024
 View chart
Private Advisor 13k $1.5M 129% Mar 2024
 View chart
Smith Anglin Financial 11k $1.3M 8% Mar 2024
 View chart
Geneos Wealth Management 11k $1.3M 1059% Mar 2024
 View chart
Capital Advisory Group Advisory Services 11k $1.3M -1% Mar 2024
 View chart
Cottonwood Capital Advisors 11k $1.2M 25% Mar 2024
 View chart
Atria Investments 10k $1.0M -27% Dec 2023
 View chart
Robinson Value Management 9.6k $1.1M -1% Mar 2024
 View chart
KKM Financial 8.7k $872k 100% Dec 2023
 View chart
PFG Advisors 8.5k $994k 56% Mar 2024
 View chart
Muirfield Wealth Advisors 8.1k $955k -10% Mar 2024
 View chart
Genesee Capital Advisors 7.4k $872k 7% Mar 2024
 View chart
Scotia Capital 7.1k $711k 100% Dec 2023
 View chart
Personal Cfo Solutions 6.7k $783k 16% Mar 2024
 View chart
Oppenheimer & Co 6.6k $779k 100% Mar 2024
 View chart
Citizens Financial Group 6.5k $651k 0% Mar 2024
 View chart
GSA Capital Partners 6.4k $753k 46% Mar 2024
 View chart
Steward Partners Investment Advisory 5.9k $689k 0% Mar 2024
 View chart
Apeiron RIA 5.8k $683k 0% Mar 2024
 View chart
Davenport & Co 5.7k $664k 3% Mar 2024
 View chart
SFMG Wealth Advisors 4.7k $552k -1% Mar 2024
 View chart
Belpointe Asset Management 4.5k $531k 100% Mar 2024
 View chart
Belvedere Trading 4.5k $528k 100% Mar 2024
 View chart
Kestra Private Wealth Services 4.4k $521k 0% Mar 2024
 View chart
Retirement Planning Co of New England 4.4k $515k 0% Mar 2024
 View chart
Eagle Strategies 4.3k $508k 100% Mar 2024
 View chart
WESPAC Advisors SoCal 4.2k $495k 1% Mar 2024
 View chart
FTB Advisors 4.0k $464k 0% Mar 2024
 View chart
H D Vest Advisory Services 3.8k $448k 100% Mar 2024
 View chart
Stephens 3.7k $438k -9% Mar 2024
 View chart
Bank Hapoalim Bm 3.7k $432k -3% Mar 2024
 View chart
Cardiff Park Advisors 3.5k $350k 0% Dec 2023
 View chart
Kingswood Wealth Advisors 3.5k $406k -3% Mar 2024
 View chart
Spire Wealth Management 3.3k $390k 0% Mar 2024
 View chart
Atria Wealth Solutions 3.3k $387k -64% Mar 2024
 View chart
TFB Advisors 3.0k $338k 0% Mar 2024
 View chart
Brookstone Capital Management 2.9k $338k 12% Mar 2024
 View chart
Advisors Preferred 2.4k $282k 100% Mar 2024
 View chart
Ferguson Wellman Capital Management 2.4k $277k 0% Mar 2024
 View chart
Ironsides Asset Advisors 2.3k $274k 100% Mar 2024
 View chart
Perigon Wealth Management 2.2k $259k 0% Mar 2024
 View chart
AE Wealth Management 2.1k $246k 100% Mar 2024
 View chart
Ieq Capital 2.0k $235k 100% Mar 2024
 View chart
Goss Wealth Management 1.9k $219k 92% Mar 2024
 View chart
Us Bancorp 1.8k $211k 0% Mar 2024
 View chart
Raymond James Trust 1.7k $202k 100% Mar 2024
 View chart
D. E. Shaw & Co 1.7k $201k 100% Mar 2024
 View chart
Centaurus Financial 1.7k $194k 0% Mar 2024
 View chart
Private Trust Co Na 1.6k $193k -39% Mar 2024
 View chart
Larson Financial Group 1.6k $185k 24% Mar 2024
 View chart
Brian McDonald 1.4k $170k 26% Mar 2024
 View chart
FMR 1.2k $142k -24% Mar 2024
 View chart
Sunbelt Securities 799.00 $94k -66% Mar 2024
 View chart
Northwestern Mutual Wealth Management Company 751.00 $88k -5% Mar 2024
 View chart
Y.D. More Investments 630.00 $74k 0% Mar 2024
 View chart
A. Montag and Associates 445.00 $52k 0% Mar 2024
 View chart
Spectrum Wealth Counsel 440.00 $52k 100% Mar 2024
 View chart
Washington Trust Company 344.00 $40k 0% Mar 2024
 View chart
Tortoise Investment Management 314.00 $37k 100% Mar 2024
 View chart
Global Retirement Partners 259.00 $30k 19% Mar 2024
 View chart
Cutler 200.00 $4.0k -33% Mar 2024
 View chart
Coastal Investment Advisors 191.00 $22k 100% Mar 2024
 View chart
Tidemark 91.00 $11k 0% Mar 2024
 View chart
Penserra Capital Management 67.00 $7.0k -8% Mar 2024
 View chart
Nbc Securities 60.00 $7.0k 100% Mar 2024
 View chart
Benjamin F. Edwards & Company 38.00 $4.0k 100% Mar 2024
 View chart
Atlantic Trust 33.00 $3.9k 100% Mar 2024
 View chart
Founders Financial Alliance 25.00 $2.9k 100% Mar 2024
 View chart
William Blair $ Company 22.00 $2.6k 0% Mar 2024
 View chart
Citigroup 20.00 $2.3k 100% Mar 2024
 View chart

Who sold out of iShares Dow Jones US Insurance Index ETF?

Fund or Company Name Date Sold Shares Held Valued At
Aptus Capital Advisors Sep 2023 11k $1.0M
IFG Advisory Dec 2023 5.8k $577k
Qube Research & Technologies Sep 2023 3.2k $294k
AlphaCore Capital Sep 2023 3.2k $291k
Commonwealth Retirement Investments Dec 2023 2.3k $231k
Planned Solutions Dec 2023 731.00 $73k
Capital Analysts Dec 2023 648.00 $65k
Jpmorgan Chase & Co Dec 2023 123.00 $12k
West Tower Group Dec 2023 47.00 $4.7k