Who owns iShares Dow Jones US Financial?
- Ticker: IYF
- CUSIP Number: 464287788
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Financial with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Financial stock
Who bought or sold iShares Dow Jones US Financial this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Fisher Investments | 2.1M | $205M | -3% | Mar 2024 |
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| Bank of America Corporation | 1.7M | $160M | 5% | Mar 2024 |
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| Phoenix Holdings | 1.3M | $120M | 100% | Mar 2024 |
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| Morgan Stanley | 1.2M | $114M | 3% | Mar 2024 |
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| Goldman Sachs Group | 685k | $66M | 1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 671k | $64M | 66% | Mar 2024 |
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| Fil | 407k | $39M | 100% | Mar 2024 |
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| LPL Financial | 393k | $38M | 3% | Mar 2024 |
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| UBS Group | 368k | $35M | -1% | Mar 2024 |
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| FMR | 327k | $31M | -2% | Mar 2024 |
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| Green Harvest Asset Management | 324k | $31M | 29% | Mar 2024 |
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| Wells Fargo & Company | 297k | $28M | -8% | Mar 2024 |
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| Washington Trust Company | 257k | $25M | 1% | Mar 2024 |
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| Royal Bank of Canada | 201k | $19M | -2% | Mar 2024 |
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| Advisor Group Holdings | 187k | $18M | 133% | Mar 2024 |
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| Magnus Financial Group | 182k | $17M | 5% | Mar 2024 |
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| GDS Wealth Management | 148k | $14M | -2% | Mar 2024 |
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| Scotia Capital | 140k | $12M | -2% | Dec 2023 |
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| Patten & Patten | 128k | $12M | 3% | Mar 2024 |
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| Commonwealth Equity Services | 127k | $12M | 0% | Mar 2024 |
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| Kestra Advisory Services | 119k | $10M | 138% | Dec 2023 |
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| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 118k | $11M | 100% | Mar 2024 |
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| Thrivent Financial for Lutherans | 106k | $10M | 122% | Mar 2024 |
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| XML Financial | 104k | $9.9M | 5% | Mar 2024 |
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| Cambridge Investment Research Advisors | 98k | $9.3M | 9% | Mar 2024 |
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| Bank Of Montreal | 96k | $9.2M | 101% | Mar 2024 |
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| Raymond James & Associates | 93k | $8.9M | 17% | Mar 2024 |
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| Stifel Financial | 90k | $8.6M | 13% | Mar 2024 |
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| Etfidea | 90k | $8.6M | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 87k | $8.3M | -13% | Mar 2024 |
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| United Capital Financial Advisers | 86k | $8.2M | -3% | Mar 2024 |
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| Resources Investment Advisors | 84k | $8.0M | -16% | Mar 2024 |
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| Ameriprise Financial | 82k | $7.9M | -61% | Mar 2024 |
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| Envestnet Asset Management | 77k | $7.4M | 25% | Mar 2024 |
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| Pinkerton Retirement Specialists | 73k | $7.0M | 27% | Mar 2024 |
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| AE Wealth Management | 71k | $6.8M | -10% | Mar 2024 |
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| Townsquare Capital | 71k | $6.8M | 56% | Mar 2024 |
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| Norden Group | 70k | $6.7M | 100% | Mar 2024 |
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| First Citizens Financial Corp | 68k | $5.8M | -5% | Dec 2023 |
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| Brookstone Capital Management | 59k | $5.6M | 812% | Mar 2024 |
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| Rockefeller Capital Management | 56k | $4.8M | 70% | Dec 2023 |
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| Stillwater Capital Advisors | 56k | $5.4M | -11% | Mar 2024 |
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| Concurrent Investment Advisors | 55k | $5.2M | 1% | Mar 2024 |
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| Susquehanna International | 49k | $4.6M | 87% | Mar 2024 |
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| Moloney Securities Asset Management | 43k | $4.1M | 100% | Mar 2024 |
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| EWG Elevate | 40k | $3.8M | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 39k | $3.7M | 3% | Mar 2024 |
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| Pettyjohn | 37k | $3.6M | -4% | Mar 2024 |
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| Private Advisor | 37k | $3.5M | -6% | Mar 2024 |
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| HC Advisors | 36k | $3.1M | -41% | Dec 2023 |
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| Janney Montgomery Scott | 36k | $3.4M | 3% | Mar 2024 |
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| Colony Family Offices | 33k | $3.1M | 0% | Mar 2024 |
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| First Heartland Consultants | 30k | $2.8M | 100% | Mar 2024 |
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| Balboa Wealth Partners | 27k | $2.6M | 75% | Mar 2024 |
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| Pnc Financial Services | 26k | $2.5M | -3% | Mar 2024 |
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| Branch Banking & Trust Company | 26k | $2.4M | 359% | Mar 2024 |
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| Goss Wealth Management | 26k | $2.4M | 278% | Mar 2024 |
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| CX Institutional | 25k | $2.4M | -48% | Mar 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 25k | $2.4M | -1% | Mar 2024 |
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| Geneos Wealth Management | 25k | $2.3M | -2% | Mar 2024 |
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| Somerset | 23k | $2.2M | -20% | Mar 2024 |
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| HighTower Advisors | 22k | $2.1M | -34% | Mar 2024 |
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| Kovack Advisors | 21k | $2.0M | 0% | Mar 2024 |
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| Wealthstar Advisors | 21k | $2.0M | 22% | Mar 2024 |
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| Snowden Capital Advisors | 20k | $1.9M | -15% | Mar 2024 |
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| CI Private Wealth | 20k | $1.9M | 8% | Mar 2024 |
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| KKM Financial | 20k | $1.7M | 100% | Dec 2023 |
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| Peapack Gladstone Financial Corp | 19k | $1.9M | 10% | Mar 2024 |
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| Davenport & Co | 19k | $1.8M | -12% | Mar 2024 |
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| Founders Financial Securities | 18k | $1.8M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 18k | $1.7M | -3% | Mar 2024 |
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| Mmbg Investment Advisors | 18k | $1.7M | 0% | Mar 2024 |
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| Mercer Global Advisors | 17k | $1.6M | 8% | Mar 2024 |
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| Aft, Forsyth and Company | 17k | $1.6M | 0% | Mar 2024 |
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| Nikulski Financial | 16k | $1.5M | 29% | Mar 2024 |
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| Callan Capital | 16k | $1.5M | 0% | Mar 2024 |
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| Citadel Advisors | 16k | $1.5M | -67% | Mar 2024 |
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| Robertson Stephens Wealth Management | 15k | $1.4M | 100% | Mar 2024 |
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| Creative Planning | 15k | $1.4M | -5% | Mar 2024 |
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| Huntington National Bank | 15k | $1.4M | 7% | Mar 2024 |
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| Koshinski Asset Management | 15k | $1.4M | 229% | Mar 2024 |
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| Hsbc Holdings | 15k | $1.3M | 100% | Dec 2023 |
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| Sigma Planning | 15k | $1.4M | 50% | Mar 2024 |
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| Millennium Management | 15k | $1.4M | -8% | Mar 2024 |
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| Flow Traders US | 14k | $1.3M | 100% | Mar 2024 |
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| J.w. Cole Advisors | 14k | $1.3M | 8% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 13k | $1.2M | 100% | Mar 2024 |
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| MAI Wealth Advisors | 13k | $1.2M | -6% | Mar 2024 |
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| Essex | 13k | $1.2M | -5% | Mar 2024 |
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| Ameritas Advisory Services | 13k | $1.1M | -21% | Dec 2023 |
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| Smartleaf Asset Management | 12k | $1.1M | -26% | Mar 2024 |
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| KCM Investment Advisors | 12k | $1.2M | 1% | Mar 2024 |
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| Clear Creek Financial Management | 12k | $1.2M | 14% | Mar 2024 |
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| Harmony Asset Management | 12k | $1.0M | 100% | Dec 2023 |
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| Chesapeake Wealth Management | 12k | $1.1M | -1% | Mar 2024 |
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| Advisory Services Network | 12k | $1.1M | -75% | Mar 2024 |
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| Navis Wealth Advisors | 11k | $1.1M | 0% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 11k | $1.0M | 100% | Mar 2024 |
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| Commerce Bank N A | 11k | $1.0M | 0% | Mar 2024 |
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| One Charles Private Wealth Services | 10k | $991k | -2% | Mar 2024 |
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| Matthew Goff Investment Advisor | 9.8k | $942k | 4% | Mar 2024 |
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| WESPAC Advisors | 9.5k | $913k | 90% | Mar 2024 |
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| Brian McDonald | 9.5k | $907k | -42% | Mar 2024 |
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| Captrust Financial Advisors | 9.5k | $904k | -5% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 9.4k | $902k | -2% | Mar 2024 |
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| Kestra Private Wealth Services | 9.3k | $892k | 13% | Mar 2024 |
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| Prime Capital Investment Advisors | 9.3k | $791k | 30% | Dec 2023 |
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| Magnolia Capital Management | 8.8k | $846k | 0% | Mar 2024 |
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| Mutual Advisors | 8.8k | $841k | -1% | Mar 2024 |
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| Capital Wealth Alliance | 8.6k | $818k | 100% | Mar 2024 |
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| Apeiron RIA | 8.5k | $812k | 152% | Mar 2024 |
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| Kellett Schaffner Wealth Advisors | 8.4k | $802k | 6% | Mar 2024 |
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| Cascade Wealth Advisors | 8.3k | $750k | 100% | Mar 2024 |
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| National Asset Management | 7.8k | $586k | 5% | Mar 2024 |
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| HFG Advisors | 7.6k | $730k | 0% | Mar 2024 |
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| National Bank Of Canada /fi/ | 7.5k | $646k | 0% | Dec 2023 |
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| Ancora Advisors | 7.5k | $719k | 0% | Mar 2024 |
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| Wealth Management Partners | 7.5k | $717k | -1% | Mar 2024 |
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| Watts Gwilliam & Co | 7.4k | $710k | 100% | Mar 2024 |
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| Joel Isaacson & Co | 7.4k | $712k | 0% | Mar 2024 |
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| Glenview Trust | 7.3k | $627k | -3% | Dec 2023 |
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| Glenmede Trust Company | 7.2k | $685k | 0% | Mar 2024 |
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| Beacon Pointe Advisors | 7.1k | $610k | 0% | Dec 2023 |
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| William Blair $ Company | 7.1k | $676k | 0% | Mar 2024 |
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| Haverford Trust Company | 7.0k | $674k | 0% | Mar 2024 |
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| Central Valley Advisors | 6.9k | $663k | -39% | Mar 2024 |
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| Garrison Point Advisors | 6.9k | $661k | 1% | Mar 2024 |
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| Visionary Wealth Advisors | 6.8k | $652k | 1% | Mar 2024 |
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| Northern Trust | 6.8k | $651k | 100% | Mar 2024 |
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| Bigelow Investment Advisors | 6.8k | $650k | -8% | Mar 2024 |
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| Chicago Partners Investment | 6.8k | $631k | -1% | Mar 2024 |
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| Citigroup | 6.8k | $646k | -22% | Mar 2024 |
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| BEAM Asset Management | 6.7k | $638k | -5% | Mar 2024 |
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| Lincoln National | 6.7k | $637k | 21% | Mar 2024 |
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| Laidlaw Wealth Management | 6.1k | $587k | 45% | Mar 2024 |
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| Stephens | 6.0k | $575k | -18% | Mar 2024 |
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| Wealthcare Advisory Partners | 5.9k | $560k | 31% | Mar 2024 |
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| Navellier & Associates | 5.8k | $554k | 0% | Mar 2024 |
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| Acropolis Investment Management | 5.7k | $549k | 0% | Mar 2024 |
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| Ironwood Wealth Management | 5.7k | $541k | -2% | Mar 2024 |
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| Adell, Harriman, & Carpenter | 5.5k | $522k | -2% | Mar 2024 |
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| Modera Wealth Management | 5.4k | $518k | 0% | Mar 2024 |
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| Simmons Bank | 5.4k | $461k | 0% | Dec 2023 |
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| Tritonpoint Wealth | 5.4k | $291k | 58% | Mar 2024 |
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| Lido Advisors | 5.4k | $514k | 0% | Mar 2024 |
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| Pacific Sun Financial Corp | 5.3k | $504k | 0% | Mar 2024 |
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| Eudaimonia Advisors | 5.3k | $503k | 4% | Mar 2024 |
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| Gill Capital Partners | 5.2k | $477k | -6% | Mar 2024 |
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| One Capital Management | 5.2k | $499k | -59% | Mar 2024 |
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| Stratos Wealth Partners | 5.2k | $498k | 0% | Mar 2024 |
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| Savant Capital Management | 5.2k | $498k | 0% | Mar 2024 |
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| Commonwealth Financial Services | 4.6k | $397k | -36% | Dec 2023 |
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| Rollins Financial | 4.6k | $392k | -23% | Dec 2023 |
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| CoreCap Advisors | 3.9k | $333k | -39% | Dec 2023 |
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| Vahanian & Associates Financial Planning | 3.6k | $306k | -37% | Dec 2023 |
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| Dynamic Advisors Solutions | 3.3k | $318k | -49% | Mar 2024 |
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Who sold out of iShares Dow Jones US Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Meitav Dash Investments | Dec 2023 | 74k | $6.3M |
| Virtue Capital Management | Dec 2023 | 17k | $1.5M |
| Vontobel Holding | Dec 2023 | 15k | $1.3M |
| Apexium Financial | Dec 2023 | 9.0k | $771k |
| Jane Street | Dec 2023 | 8.9k | $758k |
| C2C Wealth Management | Sep 2023 | 5.5k | $405k |