Who owns iShares Dow Jones US Energy Sector?
- Ticker: IYE
- CUSIP Number: 464287796
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Energy Sector with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of iShares Dow Jones US Energy Sector stock
Who bought or sold iShares Dow Jones US Energy Sector this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 2.0M | $101M | -11% | Mar 2024 |
|
| Bank of America Corporation | 1.5M | $72M | 3% | Mar 2024 |
|
| Green Harvest Asset Management | 1.4M | $71M | 0% | Mar 2024 |
|
| Wells Fargo & Company | 985k | $49M | 5% | Mar 2024 |
|
| Goldman Sachs Group | 614k | $30M | 17% | Mar 2024 |
|
| UBS Group | 597k | $30M | -3% | Mar 2024 |
|
| Royal Bank of Canada | 488k | $24M | 2% | Mar 2024 |
|
| LPL Financial | 416k | $21M | 0% | Mar 2024 |
|
| Bright Rock Capital Management | 300k | $15M | 0% | Mar 2024 |
|
| Jpmorgan Chase & Co | 288k | $14M | -44% | Mar 2024 |
|
| Crestwood Advisors | 245k | $12M | -3% | Mar 2024 |
|
| Ameriprise Financial | 224k | $11M | 28% | Mar 2024 |
|
| Prospera Financial Services | 212k | $9.4M | 547% | Dec 2023 |
|
| Advisor Group Holdings | 187k | $9.2M | -18% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 182k | $9.0M | -19% | Mar 2024 |
|
| Envestnet Asset Management | 171k | $8.5M | -15% | Mar 2024 |
|
| Mariner Wealth Advisors | 154k | $7.6M | 5% | Mar 2024 |
|
| Commonwealth Equity Services | 144k | $7.1M | -12% | Mar 2024 |
|
| Amg National Trust Bank | 139k | $6.9M | 8% | Mar 2024 |
|
| Bellwether Advisors | 107k | $5.3M | -7% | Mar 2024 |
|
| Sumitomo Mitsui Financial | 104k | $5.1M | -6% | Mar 2024 |
|
| D. E. Shaw & Co | 104k | $5.1M | 1513% | Mar 2024 |
|
| Mercer Global Advisors | 91k | $4.5M | 8% | Mar 2024 |
|
| Raymond James & Associates | 84k | $4.1M | -38% | Mar 2024 |
|
| Citadel Advisors | 83k | $4.1M | -27% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 71k | $3.5M | 2% | Mar 2024 |
|
| BlackRock | 67k | $3.3M | 239% | Mar 2024 |
|
| CI Private Wealth | 66k | $3.3M | -2% | Mar 2024 |
|
| Janney Montgomery Scott | 63k | $3.1M | -24% | Mar 2024 |
|
| CIBC World Markets | 63k | $3.1M | -4% | Mar 2024 |
|
| Forte Asset Management | 60k | $3.0M | 29% | Mar 2024 |
|
| Streettalk Advisors | 59k | $2.9M | -1% | Mar 2024 |
|
| Wayne Hummer Investments | 57k | $2.8M | 100% | Mar 2024 |
|
| Steward Partners Investment Advisory | 57k | $2.8M | 379% | Mar 2024 |
|
| First Citizens Financial Corp | 54k | $2.4M | -3% | Dec 2023 |
|
| Financial Gravity Wealth | 54k | $0 | 0% | Dec 2023 |
|
| Kingsview Wealth Management | 53k | $2.6M | 100% | Mar 2024 |
|
| Stifel Financial | 49k | $2.4M | -44% | Mar 2024 |
|
| Counterweight Ventures | 47k | $2.3M | -7% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 45k | $2.2M | 3% | Mar 2024 |
|
| Capital Advisory Group Advisory Services | 45k | $2.2M | 343% | Mar 2024 |
|
| Wealthsource Partners | 44k | $2.0M | 190% | Dec 2023 |
|
| Kestra Advisory Services | 44k | $1.9M | -5% | Dec 2023 |
|
| HighTower Advisors | 44k | $2.2M | 3% | Mar 2024 |
|
| Dentgroup | 44k | $2.2M | -8% | Mar 2024 |
|
| Creative Planning | 39k | $1.9M | -1% | Mar 2024 |
|
| Waterloo Capital | 38k | $1.9M | 100% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 37k | $1.8M | -28% | Mar 2024 |
|
| Baird Financial | 36k | $1.6M | -1% | Dec 2023 |
|
| J.w. Cole Advisors | 36k | $1.8M | 13% | Mar 2024 |
|
| Biondo Investment Advisors | 35k | $1.7M | -9% | Mar 2024 |
|
| Captrust Financial Advisors | 35k | $1.7M | -5% | Mar 2024 |
|
| Integrated Wealth Concepts | 35k | $1.7M | 55% | Mar 2024 |
|
| Sunbelt Securities | 33k | $1.7M | 7% | Mar 2024 |
|
| Goss Wealth Management | 33k | $1.6M | -2% | Mar 2024 |
|
| Summit Financial Wealth Advisors | 32k | $1.6M | -3% | Mar 2024 |
|
| Susquehanna International | 32k | $1.6M | -34% | Mar 2024 |
|
| Navellier & Associates | 30k | $1.5M | 100% | Mar 2024 |
|
| Cottonwood Capital Advisors | 28k | $1.4M | -13% | Mar 2024 |
|
| Rockland Trust | 28k | $1.4M | 0% | Mar 2024 |
|
| Atria Wealth Solutions | 27k | $1.3M | 32% | Mar 2024 |
|
| Pathstone Holdings | 27k | $1.3M | -3% | Mar 2024 |
|
| Huntington National Bank | 26k | $1.3M | -5% | Mar 2024 |
|
| Keebeck Wealth Management | 26k | $1.1M | 496% | Dec 2023 |
|
| Foundation Wealth Management | 26k | $1.3M | -2% | Mar 2024 |
|
| KM Capital Management | 25k | $1.2M | 291% | Mar 2024 |
|
| Branch Banking & Trust Company | 25k | $1.2M | -54% | Mar 2024 |
|
| Ballew Advisors | 24k | $1.2M | -4% | Mar 2024 |
|
| Ronald Blue Trust | 24k | $1.2M | 67% | Mar 2024 |
|
| Rockefeller Capital Management | 24k | $1.0M | 48% | Dec 2023 |
|
| Glenview Trust | 23k | $1.0M | 100% | Dec 2023 |
|
| Private Advisor | 23k | $1.1M | -40% | Mar 2024 |
|
| Mutual Advisors | 23k | $1.1M | -1% | Mar 2024 |
|
| KKM Financial | 23k | $996k | 100% | Dec 2023 |
|
| Quantitative Investment Management | 22k | $1.1M | 100% | Mar 2024 |
|
| Heartwood Wealth Advisors | 22k | $968k | 0% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 21k | $1.0M | -7% | Mar 2024 |
|
| First Heartland Consultants | 21k | $1.0M | 100% | Mar 2024 |
|
| Grimes & Company | 20k | $980k | 0% | Mar 2024 |
|
| Resources Investment Advisors | 18k | $869k | 209% | Mar 2024 |
|
| Qube Research & Technologies | 18k | $866k | 423% | Mar 2024 |
|
| Bnp Paribas Arbitrage, Snc | 17k | $843k | -17% | Mar 2024 |
|
| Wealth Management Partners | 16k | $801k | 2% | Mar 2024 |
|
| Family Firm | 16k | $783k | 6% | Mar 2024 |
|
| Founders Financial Securities | 16k | $779k | 13% | Mar 2024 |
|
| Y-Intercept | 16k | $764k | 100% | Mar 2024 |
|
| Ironwood Wealth Management | 15k | $747k | 1% | Mar 2024 |
|
| Csenge Advisory Group | 15k | $743k | 53% | Mar 2024 |
|
| Aveo Capital Partners | 15k | $705k | 100% | Mar 2024 |
|
| National Asset Management | 15k | $641k | -9% | Dec 2023 |
|
| CWM | 14k | $709k | -13% | Mar 2024 |
|
| Eq | 14k | $708k | -8% | Mar 2024 |
|
| Kesler, Norman & Wride | 14k | $670k | -44% | Mar 2024 |
|
| Triumph Capital Management | 14k | $672k | 2% | Mar 2024 |
|
| ShoreHaven Wealth Partners | 13k | $645k | 13% | Mar 2024 |
|
| SPC Financial | 13k | $635k | -7% | Mar 2024 |
|
| Tradition Wealth Management | 13k | $635k | 2% | Mar 2024 |
|
| Financial Partners Group | 13k | $630k | -11% | Mar 2024 |
|
| Concord Investment Counsel | 12k | $603k | 100% | Mar 2024 |
|
| HPM Partners | 12k | $593k | -15% | Mar 2024 |
|
| Aptus Capital Advisors | 12k | $592k | 5987% | Mar 2024 |
|
| Montecito Bank & Trust | 12k | $592k | -2% | Mar 2024 |
|
| Fort Washington Investment Advisors | 12k | $591k | 0% | Mar 2024 |
|
| Robertson Stephens Wealth Management | 12k | $573k | -74% | Mar 2024 |
|
| Cypress Wealth Services | 11k | $554k | -34% | Mar 2024 |
|
| Coconut Grove Bank | 11k | $551k | 0% | Mar 2024 |
|
| Kickstand Ventures | 11k | $475k | 100% | Dec 2023 |
|
| Patton Albertson & Miller | 11k | $530k | -7% | Mar 2024 |
|
| Market Street Wealth Management Advisors | 11k | $530k | -6% | Mar 2024 |
|
| Chemistry Wealth Management | 11k | $527k | 0% | Mar 2024 |
|
| Flow Traders US | 10k | $515k | 100% | Mar 2024 |
|
| Empirical Asset Management | 10k | $510k | 100% | Mar 2024 |
|
| Journey Strategic Wealth | 10k | $497k | 35% | Mar 2024 |
|
| Picton Mahoney Asset Management | 9.7k | $479k | 120% | Mar 2024 |
|
| Davenport & Co | 9.7k | $478k | 0% | Mar 2024 |
|
| Wedbush Morgan Securities | 9.3k | $410k | -8% | Dec 2023 |
|
| Country Club Bank | 9.2k | $455k | 0% | Mar 2024 |
|
| Simmons Bank | 9.1k | $403k | 0% | Dec 2023 |
|
| Magnus Financial Group | 9.0k | $446k | -7% | Mar 2024 |
|
| Brian McDonald | 9.0k | $444k | -28% | Mar 2024 |
|
| H D Vest Advisory Services | 8.9k | $441k | -6% | Mar 2024 |
|
| Narwhal Capital Management | 8.8k | $436k | 0% | Mar 2024 |
|
| Moors & Cabot | 8.7k | $432k | -6% | Mar 2024 |
|
| Bernardo Wealth Planning | 8.7k | $428k | -14% | Mar 2024 |
|
| Private Advisory | 8.6k | $423k | -55% | Mar 2024 |
|
| Sontag Advisory | 8.4k | $415k | -1% | Mar 2024 |
|
| Apollon Wealth Management | 8.4k | $415k | -21% | Mar 2024 |
|
| Ferguson Wellman Capital Management | 8.4k | $415k | -2% | Mar 2024 |
|
| MCF Advisors | 8.3k | $412k | 0% | Mar 2024 |
|
| Mayflower Financial Advisors | 8.3k | $409k | -30% | Mar 2024 |
|
| TRUE Private Wealth Advisors | 8.2k | $405k | 4% | Mar 2024 |
|
| Sawtooth Asset Management | 8.1k | $358k | 2% | Dec 2023 |
|
| Peapack Gladstone Financial Corp | 8.0k | $395k | -1% | Mar 2024 |
|
| RFG Advisory | 7.9k | $392k | 1% | Mar 2024 |
|
| One Wealth Advisors | 7.9k | $392k | 100% | Mar 2024 |
|
| United Capital Financial Advisers | 7.9k | $391k | -45% | Mar 2024 |
|
| Advisory Services Network | 7.9k | $388k | -61% | Mar 2024 |
|
| Capital Investment Advisors | 7.8k | $386k | 9% | Mar 2024 |
|
| Rosenberg Matthew Hamilton | 7.8k | $386k | -18% | Mar 2024 |
|
| Allegheny Financial Group | 7.8k | $383k | -34% | Mar 2024 |
|
| CoreCap Advisors | 7.7k | $341k | -19% | Dec 2023 |
|
| GSA Capital Partners | 7.7k | $380k | -46% | Mar 2024 |
|
| Franklin Resources | 7.5k | $371k | 0% | Mar 2024 |
|
| Simplicity Wealth | 7.4k | $365k | 100% | Mar 2024 |
|
| Bleakley Financial Group | 7.4k | $365k | -9% | Mar 2024 |
|
| Griffin Asset Management | 7.4k | $365k | 1% | Mar 2024 |
|
| Spire Wealth Management | 7.4k | $365k | -3% | Mar 2024 |
|
| Fifth Third Securities | 7.3k | $362k | -27% | Mar 2024 |
|
| Lazari Capital Management | 7.3k | $321k | 0% | Dec 2023 |
|
| Eudaimonia Partners | 7.2k | $353k | 2% | Mar 2024 |
|
| Arkadios Wealth Advisors | 7.2k | $353k | 4% | Mar 2024 |
|
| Trexquant Investment | 7.1k | $314k | -3% | Dec 2023 |
|
| Day & Ennis | 7.0k | $309k | -23% | Dec 2023 |
|
| Invst | 7.0k | $304k | -15% | Dec 2023 |
|
| William Blair $ Company | 6.9k | $343k | -14% | Mar 2024 |
|
| Kestra Private Wealth Services | 6.9k | $341k | -6% | Mar 2024 |
|
| Pnc Financial Services | 6.2k | $307k | -17% | Mar 2024 |
|
| Detalus Advisors | 5.7k | $281k | -44% | Mar 2024 |
|
| Quadrant Private Wealth Management | 5.5k | $271k | -46% | Mar 2024 |
|
Who sold out of iShares Dow Jones US Energy Sector?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| TCWP | Sep 2023 | 51k | $2.4M |
| Whitaker-Myers Wealth Managers | Dec 2023 | 25k | $1.1M |
| Juncture Wealth Strategies | Dec 2023 | 23k | $995k |
| Buttonwood Financial Group | Dec 2023 | 17k | $766k |
| Merit Financial Group | Dec 2023 | 15k | $664k |
| AE Wealth Management | Dec 2023 | 15k | $657k |
| Stephens | Sep 2023 | 13k | $632k |
| Moloney Securities Asset Management | Dec 2023 | 12k | $530k |
| Nwam | Dec 2023 | 9.6k | $423k |
| Strategic Blueprint | Dec 2023 | 9.4k | $413k |
| Hrt Financial | Dec 2023 | 9.0k | $397k |
| Wealth Alliance | Dec 2023 | 8.5k | $377k |
| Shared Vision Wealth Group | Dec 2023 | 8.5k | $376k |
| TSA Wealth Managment | Dec 2023 | 8.4k | $369k |