Who owns iShares Dow Jones US Financial Svc.?
- Ticker: IYG
- CUSIP Number: 464287770
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Analyze quarterly positions in iShares Dow Jones US Financial Svc. with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Financial Svc. stock
Who bought or sold iShares Dow Jones US Financial Svc. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| RiverFront Investment Group | 1.4M | $94M | 211% | Mar 2024 |
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| Envestnet Asset Management | 1.3M | $89M | 174% | Mar 2024 |
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| Goldman Sachs Group | 1.2M | $78M | 193% | Mar 2024 |
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| Morgan Stanley | 962k | $64M | 179% | Mar 2024 |
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| Bank of America Corporation | 616k | $41M | 189% | Mar 2024 |
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| Royal Bank of Canada | 528k | $35M | 189% | Mar 2024 |
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| Raymond James & Associates | 493k | $33M | 192% | Mar 2024 |
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| Wells Fargo & Company | 361k | $24M | 198% | Mar 2024 |
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| Baltimore-Washington Financial Advisors | 361k | $24M | 211% | Mar 2024 |
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| LPL Financial | 359k | $24M | 244% | Mar 2024 |
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| Janney Montgomery Scott | 260k | $17M | 189% | Mar 2024 |
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| Jpmorgan Chase & Co | 242k | $16M | 212% | Mar 2024 |
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| UBS Group | 209k | $14M | 132% | Mar 2024 |
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| Captrust Financial Advisors | 177k | $12M | 196% | Mar 2024 |
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| Ferguson Wellman Capital Management | 164k | $11M | 186% | Mar 2024 |
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| Bank Of Montreal | 151k | $29M | 184% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 150k | $9.9M | 100% | Mar 2024 |
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| Arkansas Financial | 141k | $9.3M | 193% | Mar 2024 |
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| SAM Advisors | 123k | $8.2M | 199% | Mar 2024 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 118k | $7.8M | 196% | Mar 2024 |
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| Private Advisor | 116k | $7.7M | 186% | Mar 2024 |
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| Howard Capital Management Group | 108k | $7.2M | 198% | Mar 2024 |
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| Green Harvest Asset Management | 106k | $7.0M | 526% | Mar 2024 |
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| Circle Wealth Management | 98k | $18M | 0% | Dec 2023 |
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| Stifel Financial | 89k | $5.9M | 193% | Mar 2024 |
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| Branch Banking & Trust Company | 79k | $5.3M | 27% | Mar 2024 |
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| Kozak & Associates | 74k | $13M | -7% | Dec 2023 |
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| J.w. Cole Advisors | 62k | $4.1M | 186% | Mar 2024 |
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| Wealthgate Family Office | 55k | $3.7M | 200% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 50k | $3.3M | 100% | Mar 2024 |
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| HighTower Advisors | 50k | $3.3M | 204% | Mar 2024 |
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| Susquehanna International | 48k | $3.2M | 141% | Mar 2024 |
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| Southern Capital Advisors | 46k | $3.1M | 151% | Mar 2024 |
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| Commonwealth Equity Services | 42k | $2.8M | 185% | Mar 2024 |
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| Jane Street | 41k | $2.7M | 2354% | Mar 2024 |
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| Mariner Wealth Advisors | 40k | $2.7M | 203% | Mar 2024 |
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| Family Firm | 38k | $2.5M | 200% | Mar 2024 |
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| Advisor Group Holdings | 36k | $2.4M | 180% | Mar 2024 |
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| Diversified | 34k | $2.3M | 185% | Mar 2024 |
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| Ameriprise Financial | 32k | $2.1M | 188% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 31k | $2.0M | -23% | Mar 2024 |
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| Raymond James Financial Services Advisors | 28k | $1.8M | 193% | Mar 2024 |
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| Merit Financial Group | 28k | $1.8M | 100% | Mar 2024 |
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| Beacon Pointe Advisors | 28k | $4.9M | -3% | Dec 2023 |
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| Fifth Third Securities | 27k | $1.8M | 143% | Mar 2024 |
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| Scotia Capital | 27k | $4.8M | -1% | Dec 2023 |
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| Citadel Advisors | 26k | $1.7M | 78% | Mar 2024 |
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| Bank of Nova Scotia | 24k | $4.3M | 0% | Dec 2023 |
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| Patten & Patten | 23k | $1.5M | 192% | Mar 2024 |
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| Geneos Wealth Management | 21k | $1.4M | 752% | Mar 2024 |
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| Brian McDonald | 21k | $1.4M | 153% | Mar 2024 |
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| Stephens | 20k | $1.3M | 161% | Mar 2024 |
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| Creative Planning | 20k | $1.3M | 183% | Mar 2024 |
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| Advisory Services Network | 19k | $1.3M | 207% | Mar 2024 |
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| Cobblestone Capital Advisors | 18k | $1.2M | 200% | Mar 2024 |
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| Focus Financial Network | 18k | $1.1M | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 16k | $1.1M | 143% | Mar 2024 |
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| California Capital Advisors | 15k | $1.0M | 180% | Mar 2024 |
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| Source Financial Advisors | 15k | $1000k | 85% | Mar 2024 |
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| Cottonwood Capital Advisors | 15k | $945k | 194% | Mar 2024 |
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| FMR | 15k | $999k | 194% | Mar 2024 |
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| CWM | 15k | $987k | 213% | Mar 2024 |
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| Litman Gregory Asset Management | 14k | $954k | 200% | Mar 2024 |
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| Advisors Capital Management | 14k | $934k | 205% | Mar 2024 |
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| Garrison Point Advisors | 14k | $918k | 199% | Mar 2024 |
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| Mine & Arao Wealth Creation & Management | 12k | $797k | 181% | Mar 2024 |
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| Summit Financial | 12k | $791k | 200% | Mar 2024 |
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| BlackRock | 11k | $747k | 100% | Mar 2024 |
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| Tower Research Capital | 11k | $712k | 100% | Mar 2024 |
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| Castle Rock Wealth Management | 11k | $670k | 200% | Mar 2024 |
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| Goss Wealth Management | 10k | $687k | 204% | Mar 2024 |
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| Bank Hapoalim Bm | 10k | $679k | 157% | Mar 2024 |
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| Financial Partners Group | 9.9k | $656k | 204% | Mar 2024 |
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| Us Bancorp | 9.7k | $644k | 252% | Mar 2024 |
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| Sunbelt Securities | 9.5k | $631k | 165% | Mar 2024 |
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| Steward Partners Investment Advisory | 9.0k | $598k | 210% | Mar 2024 |
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| Amg National Trust Bank | 8.9k | $593k | 187% | Mar 2024 |
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| Quadrant Private Wealth Management | 8.6k | $569k | 154% | Mar 2024 |
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| Mercer Global Advisors | 8.5k | $561k | 243% | Mar 2024 |
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| New Insight Wealth Advisors | 8.4k | $556k | 194% | Mar 2024 |
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| Apexium Financial | 8.0k | $529k | 200% | Mar 2024 |
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| H D Vest Advisory Services | 7.7k | $509k | 180% | Mar 2024 |
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| Principal Securities | 6.8k | $448k | 195% | Mar 2024 |
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| Financial Freedom | 6.6k | $438k | 46% | Mar 2024 |
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| OMNI 360 Wealth | 6.6k | $436k | 100% | Mar 2024 |
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| Koshinski Asset Management | 6.5k | $433k | 100% | Mar 2024 |
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| Tritonpoint Wealth | 6.5k | $389k | 145% | Mar 2024 |
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| CIBC World Markets | 6.5k | $429k | 0% | Mar 2024 |
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| TRUE Private Wealth Advisors | 6.2k | $412k | 158% | Mar 2024 |
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| BKD Wealth Advisors | 6.2k | $408k | 180% | Mar 2024 |
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| Charter Oak Capital Management | 6.1k | $405k | 200% | Mar 2024 |
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| Focus Financial Network | 6.0k | $1.1M | 100% | Dec 2023 |
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| National Bank Of Canada /fi/ | 5.5k | $989k | 18% | Dec 2023 |
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| Interchange Capital Partners | 5.5k | $361k | 174% | Mar 2024 |
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| Coastal Investment Advisors | 5.4k | $360k | 190% | Mar 2024 |
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| Eagle Strategies | 5.4k | $359k | 100% | Mar 2024 |
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| D.A. Davidson & Co. | 5.3k | $349k | 122% | Mar 2024 |
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| Swisher Financial Concepts | 5.2k | $336k | 100% | Mar 2024 |
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| Centaurus Financial | 5.2k | $344k | 170% | Mar 2024 |
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| Hrt Financial | 5.0k | $332k | 100% | Mar 2024 |
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| Carnegie Capital Asset Management | 4.8k | $319k | 185% | Mar 2024 |
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| Atria Wealth Solutions | 4.7k | $314k | 185% | Mar 2024 |
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| Horizon Family Wealth | 4.5k | $301k | 198% | Mar 2024 |
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| Capital Wealth Alliance | 4.4k | $295k | 249% | Mar 2024 |
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| Register Financial Advisors | 4.4k | $294k | 201% | Mar 2024 |
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| Gallagher Fiduciary Advisors | 4.4k | $293k | 202% | Mar 2024 |
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| Private Portfolio Partners | 4.3k | $284k | 194% | Mar 2024 |
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| Capital Investment Advisors | 4.2k | $277k | 200% | Mar 2024 |
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| Pnc Financial Services | 4.1k | $272k | 172% | Mar 2024 |
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| GSA Capital Partners | 4.1k | $271k | 148% | Mar 2024 |
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| HBK Sorce Advisory | 3.9k | $261k | 200% | Mar 2024 |
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| Wetzel Investment Advisors | 3.9k | $247k | 208% | Mar 2024 |
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| Raymond James Trust | 3.8k | $249k | 236% | Mar 2024 |
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| Commerce Bank N A | 3.8k | $249k | 200% | Mar 2024 |
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| Krasney Financial | 3.7k | $248k | 209% | Mar 2024 |
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| Buckingham Asset Management | 3.7k | $243k | 183% | Mar 2024 |
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| Abbrea Capital | 3.5k | $233k | 200% | Mar 2024 |
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| Fisher Investments | 3.5k | $231k | 167% | Mar 2024 |
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| HPM Partners | 3.5k | $231k | 100% | Mar 2024 |
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| Resources Investment Advisors | 3.5k | $229k | 126% | Mar 2024 |
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| SPC Financial | 3.5k | $229k | 200% | Mar 2024 |
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| Mutual Advisors | 3.4k | $227k | 200% | Mar 2024 |
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| Athena Investment Management | 3.3k | $222k | 100% | Mar 2024 |
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| Chicago Partners Investment | 3.3k | $212k | 100% | Mar 2024 |
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| Davenport & Co | 3.2k | $213k | 182% | Mar 2024 |
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| Asset Dedication | 3.2k | $213k | 200% | Mar 2024 |
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| Adviser Investments | 3.2k | $211k | 100% | Mar 2024 |
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| Wealth Forward | 3.2k | $210k | 100% | Mar 2024 |
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| Moors & Cabot | 3.1k | $208k | 100% | Mar 2024 |
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| First Long Island Investors | 3.1k | $207k | 100% | Mar 2024 |
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| CI Private Wealth | 3.1k | $206k | 100% | Mar 2024 |
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| Wedbush Morgan Securities | 3.1k | $557k | -2% | Dec 2023 |
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| Kestra Advisory Services | 2.9k | $521k | -4% | Dec 2023 |
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| Prospera Financial Services | 2.8k | $506k | 0% | Dec 2023 |
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| National Asset Management | 2.8k | $502k | -20% | Dec 2023 |
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| AdvisorNet Financial | 2.6k | $175k | 172% | Mar 2024 |
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| Baird Financial | 2.6k | $463k | 10% | Dec 2023 |
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| Aurum Wealth Management Group | 2.4k | $438k | -3% | Dec 2023 |
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| AllSquare Wealth Management | 2.4k | $160k | 200% | Mar 2024 |
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| Founders Financial Alliance | 2.3k | $149k | 190% | Mar 2024 |
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| Objective Capital Management | 2.1k | $376k | 0% | Dec 2023 |
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| William Blair $ Company | 1.9k | $123k | 200% | Mar 2024 |
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| AlphaMark Advisors | 1.7k | $115k | 184% | Mar 2024 |
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| Prime Capital Investment Advisors | 1.3k | $235k | 100% | Dec 2023 |
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| KKM Financial | 1.2k | $220k | 100% | Dec 2023 |
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| Lion Street Advisors | 1.2k | $207k | 0% | Mar 2024 |
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| ICA Group Wealth Management | 1.1k | $74k | 82% | Mar 2024 |
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| Tidemark | 1.1k | $72k | 200% | Mar 2024 |
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| Signature | 1.1k | $70k | 200% | Mar 2024 |
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| Citigroup | 1.0k | $67k | -50% | Mar 2024 |
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| Qube Research & Technologies | 371.00 | $25k | -80% | Mar 2024 |
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| GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
|
Who sold out of iShares Dow Jones US Financial Svc.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Sep 2023 | 4.8k | $752k |
| Lido Advisors | Dec 2023 | 3.1k | $559k |
| FDx Advisors | Sep 2023 | 2.0k | $306k |
| SFI Advisors | Dec 2023 | 1.6k | $292k |
| Wealth Enhancement Advisory Services | Dec 2023 | 1.2k | $221k |
| Apollon Wealth Management | Dec 2023 | 1.2k | $215k |
| Biondo Investment Advisors | Dec 2023 | 1.1k | $201k |