Who owns iShares Dow Jones US Reg Banks Ind.?

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Analyze quarterly positions in iShares Dow Jones US Reg Banks Ind. with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Dow Jones US Reg Banks Ind. stock

Who bought or sold iShares Dow Jones US Reg Banks Ind. this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 573k $25M 7% Mar 2024
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Northwestern Mutual Wealth Management Company 408k $18M 15% Mar 2024
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Bank of America Corporation 361k $16M -40% Mar 2024
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Jpmorgan Chase & Co 286k $12M 24% Mar 2024
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Us Bancorp 284k $12M -26% Mar 2024
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Wells Fargo & Company 272k $12M -21% Mar 2024
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Royal Bank of Canada 245k $11M -38% Mar 2024
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LPL Financial 244k $11M 11% Mar 2024
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Citadel Advisors 219k $9.5M 95% Mar 2024
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Raymond James Financial Services Advisors 188k $8.1M 3% Mar 2024
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Susquehanna International 185k $8.0M 66% Mar 2024
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UBS Group 170k $7.4M 94% Mar 2024
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Ameriprise Financial 164k $7.1M 4% Mar 2024
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Branch Banking & Trust Company 145k $6.3M -52% Mar 2024
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Commonwealth Equity Services 122k $5.3M -13% Mar 2024
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Abundance Wealth Counselors 99k $4.3M 8% Mar 2024
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Steward Partners Investment Advisory 80k $3.5M 23% Mar 2024
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Atria Wealth Solutions 68k $2.9M 188% Mar 2024
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Edge Capital Group 67k $2.9M 47% Mar 2024
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Crestwood Advisors 64k $2.8M -22% Mar 2024
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Martin & Co 63k $2.8M -6% Mar 2024
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CX Institutional 63k $2.7M -14% Mar 2024
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Advisor Group Holdings 62k $2.7M -14% Mar 2024
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Kingsview Wealth Management 58k $2.5M 87% Mar 2024
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Goldman Sachs Group 57k $2.5M -49% Mar 2024
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Chicago Wealth Management 49k $2.1M 100% Mar 2024
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Bnp Paribas Arbitrage, Snc 49k $2.1M -67% Mar 2024
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KCM Investment Advisors 49k $2.1M 8% Mar 2024
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Jane Street 42k $1.8M 198% Mar 2024
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Cambridge Investment Research Advisors 42k $1.8M -37% Mar 2024
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National Asset Management 40k $1.4M 0% Mar 2024
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Envestnet Asset Management 40k $1.7M -69% Mar 2024
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Wealth Enhancement Advisory Services 39k $1.7M -1% Mar 2024
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D. E. Shaw & Co 38k $1.7M 216% Mar 2024
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Carret Asset Management 38k $1.7M -5% Mar 2024
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MidWestOne Financial Group 35k $1.5M 15% Mar 2024
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Raymond James & Associates 33k $1.4M -21% Mar 2024
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Family Firm 33k $1.4M -1% Mar 2024
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Baird Financial 31k $1.3M -23% Dec 2023
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Dentgroup 27k $1.2M -4% Mar 2024
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Stephens 27k $1.2M -51% Mar 2024
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Flow Traders US 27k $1.2M 100% Mar 2024
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Augustine Asset Management 20k $868k 0% Mar 2024
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Gts Securities 19k $807k -38% Mar 2024
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Oakmont Partners 19k $802k 100% Mar 2024
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Janney Montgomery Scott 17k $735k -26% Mar 2024
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Sweet Financial Partners 16k $708k 0% Mar 2024
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Rockefeller Capital Management 16k $667k 19% Dec 2023
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Thrivent Financial for Lutherans 15k $657k 11% Mar 2024
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Transcend Wealth Collective 15k $634k 0% Mar 2024
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Stifel Financial 13k $580k 11% Mar 2024
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Wealth Management Partners 13k $559k 1% Mar 2024
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CoreCap Advisors 13k $535k -1% Dec 2023
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North Star Investment Management 13k $550k 0% Mar 2024
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Moneta Group Investment Advisors 11k $456k 0% Dec 2023
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Wedbush Morgan Securities 10k $432k -8% Dec 2023
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Creative Planning 10k $443k -59% Mar 2024
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Tower Research Capital 10k $435k -72% Mar 2024
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Sage Financial 9.7k $421k 1% Mar 2024
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Goss Wealth Management 9.3k $405k 5% Mar 2024
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Aveo Capital Partners 9.2k $390k -78% Mar 2024
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GSA Capital Partners 9.2k $400k 100% Mar 2024
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HighTower Advisors 9.1k $395k -44% Mar 2024
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Patten & Patten 8.9k $388k -10% Mar 2024
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Bare Financial Services 8.7k $355k 187% Mar 2024
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Snowden Capital Advisors 8.5k $371k 57% Mar 2024
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Viewpoint Capital Management 8.0k $347k 0% Mar 2024
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Lakeview Capital Partners 7.8k $338k 30% Mar 2024
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High Net Worth Advisory Group 7.1k $310k 0% Mar 2024
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Money Concepts Capital Corp 7.0k $304k -86% Mar 2024
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Neville Rodie & Shaw 7.0k $303k 0% Mar 2024
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Qube Research & Technologies 6.8k $297k 1141% Mar 2024
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National Bank Of Canada /fi/ 6.5k $275k 1% Dec 2023
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Hilltop Holdings 6.4k $278k -43% Mar 2024
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Etfidea 6.3k $272k 27% Mar 2024
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Silver Oak Securities 6.0k $262k -36% Mar 2024
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Brian McDonald 6.0k $259k 11% Mar 2024
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SOL Capital Management 5.7k $247k 0% Mar 2024
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Breakwater Capital Group 5.6k $244k 0% Mar 2024
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Western Wealth Management 5.4k $236k -10% Mar 2024
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FTB Advisors 5.4k $234k 0% Mar 2024
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Joel Isaacson & Co 5.4k $232k 0% Mar 2024
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Beacon Pointe Advisors 5.3k $223k -12% Dec 2023
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SOA Wealth Advisors 5.2k $227k 0% Mar 2024
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Mariner Wealth Advisors 5.2k $224k -15% Mar 2024
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Larson Financial Group 5.1k $223k 7% Mar 2024
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Cape Cod Five Cents Savings Bank 5.1k $222k -17% Mar 2024
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Creative Financial Designs 5.1k $222k -3% Mar 2024
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Bank Of Montreal 5.1k $222k -62% Mar 2024
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One Capital Management 5.1k $220k 3% Mar 2024
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Chicago Partners Investment 5.0k $210k 1% Mar 2024
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Game Plan Financial Advisors 5.0k $215k 24% Mar 2024
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Pettyjohn 4.9k $212k 100% Mar 2024
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Global Retirement Partners 3.8k $163k 351% Mar 2024
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Woodmont Investment Counsel 3.5k $152k 100% Mar 2024
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Pnc Financial Services 3.3k $145k -13% Mar 2024
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Pinnacle Financial Partners 3.1k $137k 0% Mar 2024
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EP Wealth Advisors 3.1k $130k 100% Dec 2023
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Financial Freedom 2.9k $125k 1% Mar 2024
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Citigroup 2.8k $123k 1332% Mar 2024
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Capital Investment Advisory Services 2.8k $121k -9% Mar 2024
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CWM 2.5k $107k 20% Mar 2024
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Cardiff Park Advisors 2.3k $96k 3% Dec 2023
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Benjamin F. Edwards & Company 2.3k $99k 0% Mar 2024
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Luken Investment Analytics 1.8k $76k 0% Mar 2024
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Nbc Securities 1.7k $75k -3% Mar 2024
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AdvisorNet Financial 1.7k $73k 235% Mar 2024
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Principal Securities 1.6k $71k 3% Mar 2024
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AlphaMark Advisors 1.6k $70k -17% Mar 2024
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Householder Group Estate & Retirement Specialist 1.6k $70k 1% Mar 2024
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Atlantic Trust 1.5k $64k 100% Mar 2024
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MGB Wealth Management 1.4k $59k 0% Mar 2024
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Transcendent Capital Group 1.3k $55k 0% Mar 2024
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Toth Financial Advisory Corporation 1.3k $56k 0% Mar 2024
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City State Bank 1.2k $50k -16% Mar 2024
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Hartland & Co 1.1k $46k 0% Dec 2023
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Barrett & Company 1.0k $45k 1% Mar 2024
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Parallel Advisors 1.0k $43k -5% Mar 2024
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First PREMIER Bank 940.00 $41k 0% Mar 2024
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William Blair $ Company 904.00 $39k -47% Mar 2024
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Private Trust Co Na 840.00 $36k -1% Mar 2024
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Harbour Investments 750.00 $31k 0% Dec 2023
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IFP Advisors 735.00 $31k -27% Dec 2023
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Arrow Financial Corp. 735.00 $31k 0% Dec 2023
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Sandy Spring Bank 708.00 $31k 0% Mar 2024
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FMR 708.00 $31k 1439% Mar 2024
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Cutler 700.00 $28k -94% Mar 2024
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Bartlett & Co. Wealth Management 663.00 $29k 0% Mar 2024
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Bartlett & Co. 663.00 $28k 100% Dec 2023
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Fifth Third Bancorp 623.00 $27k -12% Mar 2024
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Federation des caisses Desjardins du Quebec 580.00 $25k 100% Mar 2024
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Founders Financial Alliance 519.00 $23k 0% Mar 2024
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Quent Capital 445.00 $19k 0% Mar 2024
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Baystate Wealth Management 368.00 $15k 100% Dec 2023
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Bogart Wealth 351.00 $15k 0% Mar 2024
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Sunbelt Securities 350.00 $15k -74% Mar 2024
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Burkett Financial Services 336.00 $14k 100% Dec 2023
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Geneos Wealth Management 315.00 $14k -40% Mar 2024
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SRS Capital Advisors 255.00 $11k 2% Dec 2023
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Beaird Harris Wealth Management 200.00 $8.7k 1% Mar 2024
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Spire Wealth Management 167.00 $7.2k 1% Mar 2024
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Asset Dedication 147.00 $6.0k 0% Mar 2024
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Bellevue Asset Management 103.00 $4.5k 1% Mar 2024
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Angeles Wealth Management 100.00 $4.3k 0% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 97.00 $4.2k 1% Mar 2024
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Atlantic Edge Private Wealth Management 95.00 $4.1k 0% Mar 2024
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HHM Wealth Advisors 85.00 $3.7k -98% Mar 2024
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Key FInancial 78.00 $3.4k 0% Mar 2024
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O'shaughnessy Asset Management 53.00 $2.3k 10% Mar 2024
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Who sold out of iShares Dow Jones US Reg Banks Ind.?

Fund or Company Name Date Sold Shares Held Valued At
Barry Investment Advisors Dec 2023 290k $12M
Colony Dec 2023 21k $896k
C2C Wealth Management Sep 2023 19k $602k
Community Fin'l Svs Sep 2023 19k $621k
Aspen Wealth Strategies Dec 2023 13k $548k
Apollon Wealth Management Dec 2023 10k $419k
Oppenheimer & Co Sep 2023 9.5k $320k
Millennium Management Dec 2023 8.8k $369k
Kuhn & Co Investment Counsel Dec 2023 7.6k $317k
Stonehage Fleming Financial Services Holdings Sep 2023 6.9k $232k
Captrust Financial Advisors Dec 2023 6.0k $252k
Simplex Trading Dec 2023 5.7k $236k
Private Advisor Dec 2023 5.2k $216k
TRUE Private Wealth Advisors Dec 2023 5.1k $212k
Spectrum Wealth Counsel Dec 2023 4.4k $182k
Winthrop Capital Management Dec 2023 4.3k $179k
Legend Financial Advisors Dec 2023 3.8k $159k
Advisory Services Network Dec 2023 1.2k $49k
Planned Solutions Dec 2023 711.00 $30k
Resurgent Financial Advisors Dec 2023 580.00 $24k
Old Second Wealth Management Dec 2023 553.00 $23k
Rockbridge Investment Management, LCC Dec 2023 395.00 $17k
Carmichael Hill & Associates Dec 2023 234.00 $9.8k
Scarborough Advisors Dec 2023 191.00 $8.0k
Venturi Wealth Management Dec 2023 174.00 $7.3k
Tennessee Valley Asset Management Partners Dec 2023 104.00 $4.4k