Who owns iShares Dow Jones US Oil & Gas Exp.?
- Ticker: IEO
- CUSIP Number: 464288851
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Analyze quarterly positions in iShares Dow Jones US Oil & Gas Exp. with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Oil & Gas Exp. stock
Who bought or sold iShares Dow Jones US Oil & Gas Exp. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 485k | $52M | -31% | Mar 2024 |
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| Bank of America Corporation | 186k | $20M | 0% | Mar 2024 |
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| Redhawk Wealth Advisors | 134k | $14M | 100% | Mar 2024 |
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| Wells Fargo & Company | 132k | $14M | -14% | Mar 2024 |
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| Ameriprise Financial | 114k | $12M | 5% | Mar 2024 |
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| LPL Financial | 104k | $11M | 1% | Mar 2024 |
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| Royal Bank of Canada | 88k | $9.4M | -18% | Mar 2024 |
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| Amica Mutual Insurance Company | 87k | $9.3M | 0% | Mar 2024 |
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| Envestnet Asset Management | 86k | $9.2M | -9% | Mar 2024 |
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| Commonwealth Equity Services | 73k | $7.8M | 14% | Mar 2024 |
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| Citadel Advisors | 72k | $7.7M | -34% | Mar 2024 |
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| Stifel Financial | 69k | $7.4M | 3% | Mar 2024 |
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| UBS Group | 65k | $7.0M | 3% | Mar 2024 |
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| MinichMacGregor Wealth Management | 62k | $6.7M | 100% | Mar 2024 |
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| Raymond James & Associates | 45k | $4.8M | -25% | Mar 2024 |
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| Advisor Group Holdings | 42k | $4.5M | -11% | Mar 2024 |
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| Raymond James Financial Services Advisors | 35k | $3.8M | -23% | Mar 2024 |
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| Susquehanna International | 34k | $3.6M | -68% | Mar 2024 |
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| Grimes & Company | 33k | $3.6M | -2% | Mar 2024 |
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| SPC Financial | 30k | $3.2M | 6% | Mar 2024 |
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| Cottonwood Capital Advisors | 28k | $3.0M | -9% | Mar 2024 |
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| Cambridge Investment Research Advisors | 28k | $2.9M | 26% | Mar 2024 |
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| D.A. Davidson & Co. | 25k | $2.7M | 2% | Mar 2024 |
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| Carret Asset Management | 25k | $2.7M | 0% | Mar 2024 |
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| Principal Securities | 24k | $2.6M | 7% | Mar 2024 |
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| Martin & Co | 23k | $2.4M | -5% | Mar 2024 |
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| Johnson Investment Counsel | 22k | $2.4M | -2% | Mar 2024 |
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| Mutual Advisors | 22k | $2.3M | 4% | Mar 2024 |
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| Beacon Pointe Advisors | 21k | $2.0M | 0% | Dec 2023 |
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| Qube Research & Technologies | 20k | $2.2M | 27% | Mar 2024 |
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| Branch Banking & Trust Company | 19k | $2.0M | -24% | Mar 2024 |
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| Alhambra Investment Partners | 18k | $1.9M | 4% | Mar 2024 |
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| Benedict Financial Advisors | 18k | $1.9M | 0% | Mar 2024 |
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| Independent Family Office | 17k | $1.9M | -3% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 17k | $1.8M | -22% | Mar 2024 |
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| Brookstone Capital Management | 16k | $1.7M | -21% | Mar 2024 |
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| Viawealth | 15k | $1.6M | 9% | Mar 2024 |
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| PCG Wealth Advisors | 15k | $1.6M | -3% | Mar 2024 |
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| D. E. Shaw & Co | 15k | $1.6M | 37% | Mar 2024 |
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| Jpmorgan Chase & Co | 14k | $1.5M | -3% | Mar 2024 |
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| Wealth Management Partners | 14k | $1.4M | 2% | Mar 2024 |
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| Janney Montgomery Scott | 13k | $1.4M | -6% | Mar 2024 |
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| Audent Global Asset Management | 13k | $1.4M | 4% | Mar 2024 |
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| Private Advisor | 13k | $1.4M | 16% | Mar 2024 |
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| Goldman Sachs Group | 13k | $1.3M | -91% | Mar 2024 |
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| Two Sigma Investments | 12k | $1.3M | -80% | Mar 2024 |
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| SG Americas Securities | 9.9k | $1.1M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 8.7k | $936k | -53% | Mar 2024 |
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| Mezzasalma Advisors | 8.7k | $934k | 1% | Mar 2024 |
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| J.w. Cole Advisors | 8.7k | $934k | 8% | Mar 2024 |
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| Peter F. Mathieson | 8.5k | $791k | 0% | Mar 2024 |
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| Cypress Asset Management | 8.1k | $758k | -4% | Dec 2023 |
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| Mraz, Amerine & Associates | 7.3k | $784k | -11% | Mar 2024 |
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| Creative Planning | 7.2k | $768k | 13% | Mar 2024 |
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| Endowment Wealth Management | 6.8k | $730k | -3% | Mar 2024 |
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| Visionary Wealth Advisors | 6.8k | $729k | 1% | Mar 2024 |
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| Stephens | 6.8k | $723k | -16% | Mar 2024 |
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| H D Vest Advisory Services | 6.7k | $722k | 0% | Mar 2024 |
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| Wolverine Trading | 6.4k | $685k | -58% | Mar 2024 |
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| Wedbush Morgan Securities | 6.3k | $588k | 0% | Dec 2023 |
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| Kestra Advisory Services | 6.0k | $563k | -2% | Dec 2023 |
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| Crumly & Associates | 5.9k | $628k | 100% | Mar 2024 |
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| Altfest L J & Co | 4.9k | $519k | -4% | Mar 2024 |
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| First Foundation Advisors | 4.5k | $484k | -34% | Mar 2024 |
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| Gill Capital Partners | 4.4k | $464k | -21% | Mar 2024 |
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| Sigma Planning | 4.4k | $466k | 85% | Mar 2024 |
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| Investors Research Corp | 4.3k | $458k | 100% | Mar 2024 |
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| CIBC World Markets | 4.3k | $458k | -75% | Mar 2024 |
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| Telemus Capital | 4.1k | $385k | 100% | Dec 2023 |
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| Concurrent Investment Advisors | 4.0k | $425k | -5% | Mar 2024 |
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| Kovitz Investment Group Partners | 3.5k | $378k | 100% | Mar 2024 |
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| Poehling Capital Management | 3.5k | $374k | 0% | Mar 2024 |
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| Custom Index Systems | 3.5k | $323k | 100% | Dec 2023 |
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| National Asset Management | 3.4k | $319k | -5% | Dec 2023 |
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| Trexquant Investment | 3.1k | $293k | 100% | Dec 2023 |
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| Riggs Asset Managment | 3.1k | $332k | 1477% | Mar 2024 |
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| Joseph P. Lucia & Associates | 3.0k | $326k | -1% | Mar 2024 |
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| Advisory Services Network | 3.0k | $322k | 5% | Mar 2024 |
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| Fiduciary Trust Company | 3.0k | $280k | 0% | Dec 2023 |
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| Sunbelt Securities | 3.0k | $318k | -4% | Mar 2024 |
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| HighTower Advisors | 3.0k | $316k | -17% | Mar 2024 |
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| TD Waterhouse Canada | 2.9k | $324k | 41% | Mar 2024 |
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| Fifth Third Securities | 2.8k | $303k | -34% | Mar 2024 |
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| Citigroup | 2.7k | $294k | 0% | Mar 2024 |
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| Mercer Global Advisors | 2.7k | $294k | 0% | Mar 2024 |
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| Stratos Wealth Partners | 2.7k | $288k | 100% | Mar 2024 |
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| Prospera Financial Services | 2.6k | $245k | -3% | Dec 2023 |
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| Essex Financial Services | 2.6k | $277k | 0% | Mar 2024 |
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| Bluesphere Advisors | 2.5k | $271k | 100% | Mar 2024 |
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| Gladstone Institutional Advisory | 2.4k | $226k | -73% | Dec 2023 |
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| Oakmont Partners | 2.3k | $248k | 100% | Mar 2024 |
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| FTB Advisors | 2.3k | $242k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 2.2k | $237k | -39% | Mar 2024 |
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| Sumitomo Mitsui Financial | 2.2k | $236k | -7% | Mar 2024 |
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| Harbor Investment Advisory | 2.1k | $219k | -46% | Mar 2024 |
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| Sequoia Financial Advisors | 2.0k | $218k | 100% | Mar 2024 |
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| P.J. Schmidt Investment Management | 2.0k | $215k | 100% | Mar 2024 |
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| ProVise Management Group | 2.0k | $215k | 100% | Mar 2024 |
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| Personal Cfo Solutions | 2.0k | $214k | 100% | Mar 2024 |
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| William Blair $ Company | 2.0k | $211k | -6% | Mar 2024 |
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| Centaurus Financial | 1.9k | $204k | 100% | Mar 2024 |
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| IFP Advisors | 1.9k | $176k | -31% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.8k | $195k | 0% | Mar 2024 |
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| Simplex Trading | 1.8k | $192k | 61% | Mar 2024 |
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| Parallel Advisors | 1.8k | $190k | 0% | Mar 2024 |
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| EverSource Wealth Advisors | 1.4k | $130k | 0% | Mar 2024 |
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| Ancora Advisors | 1.4k | $148k | -5% | Mar 2024 |
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| Sandy Spring Bank | 1.3k | $136k | 935% | Mar 2024 |
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| Red Tortoise | 1.1k | $119k | 100% | Mar 2024 |
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| Glenmede Trust Company | 1.0k | $109k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 976.00 | $104k | 458% | Mar 2024 |
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| Atlantic Trust | 960.00 | $104k | 100% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 932.00 | $100k | -98% | Mar 2024 |
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| Nbc Securities | 925.00 | $98k | 0% | Mar 2024 |
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| Harbour Investments | 906.00 | $84k | 0% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 800.00 | $86k | 0% | Mar 2024 |
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| Zurcher Kantonalbank | 687.00 | $73k | -44% | Mar 2024 |
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| Tyler-Stone Wealth Management | 643.00 | $69k | 0% | Mar 2024 |
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| Hollencrest Securities | 611.00 | $65k | 22% | Mar 2024 |
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| Winch Advisory Services | 553.00 | $52k | -28% | Dec 2023 |
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| FMR | 548.00 | $59k | 18167% | Mar 2024 |
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| CWM | 513.00 | $55k | 8450% | Mar 2024 |
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| Anchor Investment Management | 404.00 | $43k | 0% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 357.00 | $38k | 1% | Mar 2024 |
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| Founders Capital Management | 350.00 | $37k | 0% | Mar 2024 |
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| Brian McDonald | 318.00 | $34k | -71% | Mar 2024 |
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| Hilltop National Bank | 315.00 | $34k | 100% | Mar 2024 |
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| Gilliland Jeter Wealth Management | 292.00 | $31k | 100% | Mar 2024 |
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| Turtle Creek Wealth Advisors | 262.00 | $28k | 94% | Mar 2024 |
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| Cedar Mountain Advisors | 255.00 | $27k | 0% | Mar 2024 |
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| Global Retirement Partners | 250.00 | $27k | -28% | Mar 2024 |
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| GPS Wealth Strategies Group | 250.00 | $27k | 0% | Mar 2024 |
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| Spire Wealth Management | 235.00 | $25k | 0% | Mar 2024 |
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| New England Capital Financial Advisors | 225.00 | $24k | 0% | Mar 2024 |
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| Whittier Trust | 203.00 | $22k | 0% | Mar 2024 |
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| Howe and Rusling | 201.00 | $22k | 0% | Mar 2024 |
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| Caldwell Sutter Capital | 200.00 | $21k | 0% | Mar 2024 |
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| Pnc Financial Services | 200.00 | $21k | 0% | Mar 2024 |
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| Bangor Savings Bank | 181.00 | $19k | 2% | Mar 2024 |
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| Founders Financial Alliance | 164.00 | $18k | 1% | Mar 2024 |
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| HighMark Wealth Management | 151.00 | $16k | -40% | Mar 2024 |
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| LifeSteps Financial | 100.00 | $11k | 100% | Mar 2024 |
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| Impact Partnership Wealth | 74.00 | $7.9k | 0% | Mar 2024 |
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| Tidemark | 70.00 | $7.5k | 0% | Mar 2024 |
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| Coastal Investment Advisors | 65.00 | $7.0k | 100% | Mar 2024 |
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| National Bank Of Canada /fi/ | 60.00 | $5.6k | 0% | Dec 2023 |
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| Bank Of Montreal | 50.00 | $5.4k | 0% | Mar 2024 |
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| Laurel Wealth Advisors | 45.00 | $4.8k | 0% | Mar 2024 |
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| Goss Wealth Management | 41.00 | $4.4k | 100% | Mar 2024 |
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| Evermay Wealth Management | 31.00 | $2.9k | 100% | Dec 2023 |
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| Wells Financial Advisors | 0 | $0 | -100% | Mar 2024 |
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Who sold out of iShares Dow Jones US Oil & Gas Exp.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Granite Bay Wealth Management | Dec 2023 | 2.1M | $197M |
| Spectrum Wealth Counsel | Dec 2023 | 55k | $5.1M |
| Canal Capital Management | Dec 2023 | 31k | $2.9M |
| Flow Traders US | Dec 2023 | 21k | $1.9M |
| Hrt Financial | Dec 2023 | 16k | $1.4M |
| Kingsview Wealth Management | Dec 2023 | 13k | $1.2M |
| Jane Street | Dec 2023 | 8.6k | $806k |
| Highview Capital Management | Dec 2023 | 5.4k | $502k |
| Two Sigma Advisers | Dec 2023 | 5.1k | $475k |
| Rsm Us Wealth Management | Dec 2023 | 4.9k | $453k |
| AE Wealth Management | Dec 2023 | 4.5k | $416k |
| Steel Peak Wealth Management | Dec 2023 | 3.3k | $308k |
| Two Sigma Securities | Dec 2023 | 2.9k | $274k |
| Atlas Private Wealth Advisors | Dec 2023 | 2.9k | $270k |
| Meridian Wealth Management | Dec 2023 | 2.6k | $240k |
| Edge Capital Group | Sep 2023 | 2.5k | $239k |
| Millennium Management | Dec 2023 | 2.4k | $226k |
| Tradition Wealth Management | Dec 2023 | 1.4k | $131k |
| Cutler | Dec 2023 | 1.1k | $0 |
| Tower Research Capital | Sep 2023 | 564.00 | $55k |
| Gradient Investments | Dec 2023 | 423.00 | $39k |
| Hanson McClain Advisors | Dec 2023 | 220.00 | $21k |
| Lindbrook Capital | Dec 2023 | 102.00 | $9.5k |
| TSFG | Dec 2023 | 90.00 | $8.0k |
| Newbridge Financial Services Group | Dec 2023 | 55.00 | $5.2k |
| Lee Financial | Sep 2023 | 50.00 | $4.9k |
| Focused Wealth Management | Dec 2023 | 48.00 | $4.5k |
| Scarborough Advisors | Dec 2023 | 35.00 | $3.3k |