Who owns iShares Dow Jones US Tele?
- Ticker: IYZ
- CUSIP Number: 464287713
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Tele with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Tele stock
Who bought or sold iShares Dow Jones US Tele this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 1.7M | $38M | -4% | Mar 2024 |
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| Citigroup | 732k | $16M | 280% | Mar 2024 |
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| Oakmont Partners | 559k | $12M | 14% | Mar 2024 |
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| Barclays | 500k | $11M | 150% | Mar 2024 |
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| Bank of America Corporation | 425k | $9.3M | -52% | Mar 2024 |
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| Orion Portfolio Solutions | 409k | $9.0M | 22% | Mar 2024 |
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| Raymond James Financial Services Advisors | 306k | $6.7M | -11% | Mar 2024 |
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| Goldman Sachs Group | 304k | $6.7M | 451% | Mar 2024 |
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| Wells Fargo & Company | 255k | $5.6M | -6% | Mar 2024 |
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| Royal Bank of Canada | 230k | $5.1M | 29% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 217k | $4.8M | 0% | Mar 2024 |
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| Bank Of Montreal | 123k | $2.9M | 14% | Mar 2024 |
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| Advisory Services Network | 113k | $2.5M | -11% | Mar 2024 |
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| UBS Group | 112k | $2.5M | -14% | Mar 2024 |
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| Green Harvest Asset Management | 110k | $2.4M | -77% | Mar 2024 |
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| D. E. Shaw & Co | 107k | $2.3M | 796% | Mar 2024 |
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| Susquehanna International | 106k | $2.3M | 57% | Mar 2024 |
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| Wintrust Financial Corporation | 103k | $2.3M | 9% | Mar 2024 |
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| Jpmorgan Chase & Co | 95k | $2.1M | 1% | Mar 2024 |
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| Captrust Financial Advisors | 87k | $1.9M | 3% | Mar 2024 |
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| National Bank Of Canada /fi/ | 72k | $1.7M | -1% | Dec 2023 |
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| Alpha Cubed Investments | 66k | $1.4M | -30% | Mar 2024 |
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| Citadel Advisors | 65k | $1.4M | 338% | Mar 2024 |
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| Raymond James & Associates | 65k | $1.4M | -49% | Mar 2024 |
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| Advisor Group Holdings | 58k | $1.3M | 102% | Mar 2024 |
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| LPL Financial | 55k | $1.2M | -2% | Mar 2024 |
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| CI Private Wealth | 49k | $1.1M | 10% | Mar 2024 |
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| Retirement Planning Group | 46k | $1.0M | 0% | Mar 2024 |
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| Concurrent Investment Advisors | 42k | $923k | 26% | Mar 2024 |
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| NBT Bank | 39k | $855k | -8% | Mar 2024 |
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| Qube Research & Technologies | 39k | $846k | 323% | Mar 2024 |
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| Stifel Financial | 35k | $777k | 100% | Mar 2024 |
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| Fisher Investments | 34k | $751k | -9% | Mar 2024 |
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| First Citizens Financial Corp | 34k | $776k | -5% | Dec 2023 |
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| Branch Banking & Trust Company | 34k | $749k | 9% | Mar 2024 |
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| Jane Street | 33k | $732k | 100% | Mar 2024 |
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| Commonwealth Equity Services | 30k | $669k | -1% | Mar 2024 |
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| Rockefeller Capital Management | 29k | $653k | -24% | Dec 2023 |
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| Snowden Capital Advisors | 24k | $534k | 3% | Mar 2024 |
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| Baird Financial | 24k | $543k | 100% | Dec 2023 |
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| Davenport & Co | 23k | $505k | -3% | Mar 2024 |
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| Pathstone Holdings | 22k | $490k | -5% | Mar 2024 |
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| Family Firm | 17k | $373k | -13% | Mar 2024 |
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| Kellett Schaffner Wealth Advisors | 17k | $368k | 10% | Mar 2024 |
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| Envestnet Asset Management | 17k | $364k | 0% | Mar 2024 |
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| Ameriprise Financial | 16k | $360k | 13% | Mar 2024 |
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| Dynamic Advisors Solutions | 14k | $305k | 9% | Mar 2024 |
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| Williams & Novak | 14k | $313k | 0% | Mar 2024 |
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| GSA Capital Partners | 14k | $299k | -29% | Mar 2024 |
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| Axxcess Wealth Management | 13k | $303k | 15% | Dec 2023 |
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| National Asset Management | 13k | $297k | 21% | Dec 2023 |
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| Capital Investment Advisors | 13k | $277k | -24% | Mar 2024 |
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| William Blair $ Company | 12k | $264k | -7% | Mar 2024 |
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| Financial Counselors | 12k | $257k | 0% | Mar 2024 |
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| Commerce Bank N A | 12k | $252k | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 11k | $230k | 12% | Mar 2024 |
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| CX Institutional | 10k | $220k | -17% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 9.7k | $213k | -32% | Mar 2024 |
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| Tower Research Capital | 9.0k | $197k | -90% | Mar 2024 |
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| Advanced Asset Management Advisors | 8.7k | $192k | 8% | Mar 2024 |
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| Hexagon Capital Partners | 8.6k | $189k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 5.9k | $131k | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 5.7k | $126k | 1% | Mar 2024 |
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| Pnc Financial Services | 5.5k | $120k | -73% | Mar 2024 |
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| Coastal Investment Advisors | 5.0k | $110k | 100% | Mar 2024 |
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| CWM | 3.4k | $74k | -11% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 2.8k | $62k | 100% | Mar 2024 |
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| SRS Capital Advisors | 2.7k | $61k | -37% | Dec 2023 |
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| Brian McDonald | 2.5k | $54k | 13% | Mar 2024 |
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| Spire Wealth Management | 1.8k | $41k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 1.5k | $34k | 16% | Mar 2024 |
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| FSA Wealth Management | 1.4k | $33k | 100% | Dec 2023 |
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| FMR | 1.3k | $29k | -59% | Mar 2024 |
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| Creative Financial Designs | 805.00 | $18k | 1% | Mar 2024 |
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| New Republic Capital | 800.00 | $18k | 0% | Mar 2024 |
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| PFS Partners | 760.00 | $17k | 1% | Mar 2024 |
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| Farmers & Merchants Trust Co of Chambersburg PA | 750.00 | $16k | 0% | Mar 2024 |
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| Baystate Wealth Management | 717.00 | $16k | 100% | Dec 2023 |
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| ICA Group Wealth Management | 706.00 | $16k | 0% | Mar 2024 |
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| MTM Investment Management | 570.00 | $13k | 0% | Mar 2024 |
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| First United Bank & Trust | 535.00 | $12k | 0% | Mar 2024 |
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| Assetmark | 400.00 | $8.8k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 314.00 | $7.0k | 0% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 300.00 | $6.6k | 0% | Mar 2024 |
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| Oakworth Capital | 300.00 | $6.6k | 0% | Mar 2024 |
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| Global Retirement Partners | 299.00 | $6.6k | 0% | Mar 2024 |
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| Tyler-Stone Wealth Management | 245.00 | $5.4k | 0% | Mar 2024 |
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| Register Financial Advisors | 241.00 | $5.3k | 0% | Mar 2024 |
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| Us Bancorp | 218.00 | $4.8k | 100% | Mar 2024 |
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| Huntington National Bank | 213.00 | $4.7k | 0% | Mar 2024 |
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| Atlantic Trust | 153.00 | $3.3k | 100% | Mar 2024 |
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| Boyd Watterson Asset Management | 152.00 | $3.3k | 0% | Mar 2024 |
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| Goss Wealth Management | 151.00 | $3.3k | 116% | Mar 2024 |
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| Independence Bank of Kentucky | 150.00 | $3.3k | 0% | Mar 2024 |
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| Laurel Wealth Advisors | 150.00 | $3.3k | 0% | Mar 2024 |
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| IFP Advisors | 129.00 | $2.9k | -95% | Dec 2023 |
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| WestEnd Advisors | 126.00 | $2.8k | 0% | Mar 2024 |
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| Sunbelt Securities | 100.00 | $2.2k | 0% | Mar 2024 |
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| AlphaMark Advisors | 100.00 | $2.0k | -33% | Mar 2024 |
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| Northwest Financial Advisors | 100.00 | $2.2k | 0% | Mar 2024 |
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| Retirement Group | 90.00 | $2.0k | 0% | Mar 2024 |
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| Farther Finance Advisors | 87.00 | $1.9k | 0% | Mar 2024 |
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| Capital Investment Advisory Services | 80.00 | $1.8k | 0% | Mar 2024 |
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| Westside Investment Management | 75.00 | $1.6k | 0% | Mar 2024 |
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| Nalls Sherbakoff Group | 60.00 | $1.4k | 0% | Dec 2023 |
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| FinTrust Capital Advisors | 49.00 | $1.1k | 88% | Mar 2024 |
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| Fortis Group Advisors | 45.00 | $988.002000 | -50% | Mar 2024 |
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| Central Pacific Bank - Trust Division | 45.00 | $982.998000 | 100% | Mar 2024 |
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| Whittier Trust | 37.00 | $811.998300 | 0% | Mar 2024 |
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| Ritter Daniher Financial Advisory LLC / DE | 17.00 | $374.000000 | 0% | Mar 2024 |
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| O'shaughnessy Asset Management | 10.00 | $220.000000 | 0% | Mar 2024 |
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Who sold out of iShares Dow Jones US Tele?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Verity and Verity | Dec 2023 | 323k | $7.4M |
| Oppenheimer Asset Management | Sep 2023 | 110k | $2.3M |
| Ferguson Wellman Capital Management | Dec 2023 | 51k | $1.2M |
| Beta Wealth | Sep 2023 | 42k | $896k |
| Credit Suisse | Dec 2023 | 41k | $938k |
| Econ Financial Services Corp | Dec 2023 | 26k | $599k |
| Green Square Asset Management | Dec 2023 | 19k | $436k |
| First Merchants Bank, National Association | Dec 2023 | 19k | $426k |
| Kestra Advisory Services | Sep 2023 | 17k | $370k |
| Tocqueville Asset Management | Dec 2023 | 12k | $274k |
| Schonfeld Strategic Advisors | Dec 2023 | 12k | $272k |
| Picton Mahoney Asset Management | Dec 2023 | 12k | $269k |
| Private Advisor | Dec 2023 | 11k | $253k |
| Chevy Chase Trust Holdings | Dec 2023 | 9.2k | $209k |
| Carmichael Hill & Associates | Dec 2023 | 1.1k | $25k |
| Valley National Advisers | Dec 2023 | 904.00 | $20k |
| Planned Solutions | Dec 2023 | 539.00 | $12k |
| Nomura Asset Management | Dec 2023 | 100.00 | $2.3k |
| Brown Brothers Harriman & Co. | Dec 2023 | 43.00 | $978.998200 |