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iShares Dow Jones U.S. ETF (IYY) Institutional Ownership

iShares Dow Jones U.S. ETF logo
$144.20 -0.37 (-0.26%)
As of 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Dow Jones U.S. ETF (NYSEARCA:IYY)

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$140.43M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$34.95M
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IYY Institutional Buying and Selling by Quarter

iShares Dow Jones U.S. ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth12,592$1.71M0.0%-14.8%0.078%
5/20/2025Integrity Alliance LLC.1,638$223K0.0%N/A0.010%
5/20/2025Aspen Investment Management Inc1,757$239K0.1%N/A0.011%
5/16/2025 Goldman Sachs Group Inc.24,668$3.36M0.0%+87.0%0.152%
5/16/2025 Jones Financial Companies Lllp1,028$140K0.0%-60.5%0.006%
5/16/2025 NewEdge Advisors LLC5,680$773K0.0%+40.2%0.035%
5/15/2025 Royal Bank of Canada95,127$12.95M0.0%-0.2%0.587%
5/14/2025 Comerica Bank33,653$4.58M0.0%+1.2%0.208%
5/14/2025 Northwestern Mutual Wealth Management Co.5,437$740K0.0%-5.9%0.034%
5/14/2025 Kestra Advisory Services LLC22,603$3.08M0.0%+37.0%0.140%
5/14/2025 CW Advisors LLC4,849$660K0.0%-15.4%0.030%
5/13/2025 Raymond James Financial Inc.87,051$11.85M0.0%+13.5%0.537%
5/13/2025 Twin Focus Capital Partners LLC3,049$415K0.1%N/A0.019%
5/13/2025 Finley Financial LLC16,497$2.23M1.2%-7.7%0.102%
5/13/2025 Kovitz Investment Group Partners LLC14,795$2.01M0.0%N/A0.091%
5/13/2025 HighTower Advisors LLC13,880$1.89M0.0%-1.8%0.086%
5/12/2025 SouthState Corp223$30K0.0%N/A0.001%
5/9/2025 Silver Oak Advisory Group Inc.2,616$356K0.2%-4.9%0.016%
5/9/2025 Greykasell Wealth Strategies Inc.21,457$2.92M1.6%-2.6%0.132%
5/9/2025 Wealthspire Advisors LLC1,887$257K0.0%+30.6%0.012%
5/9/2025 Cooper Haims Advisors LLC2,153$293K0.2%-3.4%0.013%
5/9/2025 Commonwealth Equity Services LLC118,541$16.13M0.0%-0.3%0.732%
5/9/2025 Blair William & Co. IL910$124K0.0%+61.3%0.006%
5/9/2025 PNC Financial Services Group Inc.152,986$20.82M0.0%-5.7%0.944%
5/8/2025 TIAA Trust National Association7,195$979K0.0%-1.9%0.044%
5/8/2025 NorthRock Partners LLC16,790$2.29M0.1%-2.1%0.104%
5/7/2025 Nottingham Advisors Inc.1,574$214K0.0%-35.2%0.010%
5/7/2025 Foundations Investment Advisors LLC5,412$737K0.0%-24.3%0.033%
5/7/2025 LPL Financial LLC292,437$39.80M0.0%-3.1%1.805%
5/7/2025 First Heartland Consultants Inc.24,406$3.32M0.3%+3.3%0.151%
5/6/2025 Assetmark Inc.3,362$458K0.0%+55,933.3%0.021%
5/6/2025 Cetera Investment Advisers57,383$7.81M0.0%+13.1%0.354%
5/6/2025 Avantax Advisory Services Inc.1,713$233K0.0%+7.7%0.011%
5/6/2025 AE Wealth Management LLC5,097$694K0.0%-26.9%0.031%
5/6/2025 Financial Partners Group Inc2,711$369K0.1%-4.7%0.017%
5/6/2025 Garner Asset Management Corp1,686$229K0.1%-12.3%0.010%
5/5/2025 IFP Advisors Inc2,648$360K0.0%+43.1%0.016%
5/5/2025 Washburn Capital Management Inc.3,110$423K0.2%-18.6%0.019%
5/5/2025 Private Advisor Group LLC25,228$3.43M0.0%-0.5%0.156%
5/5/2025 Archer Investment Corp919$125K0.0%+49.4%0.006%
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5/2/2025 Asset Advisors Investment Management LLC22,999$3.13M0.3%-2.7%0.142%
5/2/2025 Mine & Arao Wealth Creation & Management LLC.10,936$1.49M0.7%-0.7%0.068%
5/2/2025 Sigma Planning Corp8,613$1.17M0.0%-3.6%0.053%
5/1/2025 Mathes Company Inc.8,900$1.21M0.5%-1.1%0.055%
5/1/2025 Rik Saylor Financial Inc.6,162$839K0.7%-10.7%0.038%
4/30/2025 Narus Financial Partners LLC5,100$694K0.2%-1.5%0.032%
4/30/2025 Allworth Financial LP538$72K0.0%+24.8%0.003%
4/30/2025 Stratos Wealth Advisors LLC14,835$2.02M0.1%-2.4%0.092%
4/30/2025 Brown Advisory Inc.9,000$1.23M0.0%-7.0%0.056%
4/29/2025 Envestnet Asset Management Inc.38,731$5.27M0.0%-8.4%0.240%
4/29/2025 Burke & Herbert Bank & Trust Co.2,460$335K0.1%-22.3%0.015%
4/29/2025 Bank of New York Mellon Corp29,712$4.04M0.0%-1.5%0.184%
4/29/2025 OneDigital Investment Advisors LLC6,180$841K0.0%-3.2%0.038%
4/28/2025 Mutual Advisors LLC6,938$931K0.0%-2.0%0.043%
4/25/2025 Westside Investment Management Inc.2,895$394K0.1%+3.6%0.018%
4/25/2025 New Wave Wealth Advisors LLC8,091$1.10M0.5%-11.1%0.050%
4/24/2025 Sunbelt Securities Inc.250$34K0.0%-93.5%0.002%
4/24/2025 Money Concepts Capital Corp25,275$3.44M0.3%-0.5%0.157%
4/22/2025 Cambridge Investment Research Advisors Inc.16,491$2.24M0.0%+13.2%0.102%
4/22/2025 Garde Capital Inc.650$88K0.0%N/A0.004%
4/22/2025 Nilsine Partners LLC16,306$2.22M0.2%+18.7%0.101%
4/21/2025 Siligmueller & Norvid Wealth Advisors LLC91,228$12.42M5.3%+0.6%0.565%
4/17/2025 Grove Bank & Trust789$107K0.0%+531.2%0.005%
4/17/2025 Janney Montgomery Scott LLC4,558$620K0.0%+4.6%0.028%
4/17/2025 Fairvoy Private Wealth LLC3,293$448K0.1%-3.1%0.020%
4/17/2025 Sound Income Strategies LLC461$63K0.0%N/A0.003%
4/17/2025 Arkansas Financial Group Inc.14,844$1.89M0.3%-0.6%0.092%
4/16/2025 Wealth Enhancement Advisory Services LLC51,814$7.05M0.0%+7.8%0.321%
4/16/2025 Thomasville National Bank12,362$1.68M0.1%-1.6%0.077%
4/14/2025 NewSquare Capital LLC9,797$1.33M0.1%-16.7%0.061%
4/11/2025 Procyon Advisors LLC1,912$260K0.0%-20.7%0.012%
4/11/2025 Curat Global LLC1,050$143K0.2%N/A0.007%
4/11/2025 Signal Advisors Wealth LLC2,364$322K0.0%-19.7%0.015%
4/10/2025 Lake Street Private Wealth LLC1,692$230K0.0%-6.5%0.011%
4/10/2025 GenWealth Group Inc.6,534$889K0.2%-3.1%0.041%
4/8/2025 Lowe Wealth Advisors LLC34,016$4.63M2.0%-0.6%0.211%
4/7/2025 GAMMA Investing LLC8,983$1.22M0.0%+13,510.6%0.056%
3/19/2025 DSG Capital Advisors LLC24,800$3.55M0.6%N/A0.152%
3/17/2025 Wealth Enhancement Advisory Services LLC48,058$6.88M0.0%-0.4%0.295%
3/12/2025 Centaurus Financial Inc.1,549$222K0.0%-5.5%0.010%
2/24/2025 Ameriflex Group Inc.588$87K0.0%N/A0.004%
2/18/2025 Sunbelt Securities Inc.3,818$548K0.0%-11.3%0.026%
2/18/2025 First Heartland Consultants Inc.23,631$3.38M0.3%-0.5%0.159%
2/17/2025TrinityPoint Wealth LLC18,946$2.71M0.4%-5.0%0.127%
2/17/2025 Royal Bank of Canada95,313$13.64M0.0%-0.8%0.640%
2/17/2025 NorthRock Partners LLC17,158$2.46M0.1%+245.4%0.115%
2/17/2025 KKM Financial LLC2,709$388K0.2%N/A0.018%
2/17/2025 Focus Partners Wealth14,772$2.11M0.0%+94.7%0.099%
2/17/2025 EP Wealth Advisors LLC22,908$3.28M0.0%+44.8%0.154%
2/17/2025 Cetera Investment Advisers50,758$7.26M0.0%-2.3%0.341%
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2/17/2025 Citadel Advisors LLC20,581$2.95M0.0%N/A0.138%
2/17/2025 Bank of America Corp DE141,157$20.20M0.0%+9.5%0.947%
2/17/2025 Ameriprise Financial Inc.149,385$21.38M0.0%+577.2%1.003%
2/14/2025 Mercer Global Advisors Inc. ADV11,203$1.60M0.0%+0.9%0.075%
2/14/2025 Jane Street Group LLC17,990$2.57M0.0%+47.9%0.121%
2/14/2025 Comerica Bank33,256$4.76M0.0%+6.0%0.223%
2/14/2025 Lido Advisors LLC7,780$1.11M0.0%+4.1%0.052%
2/14/2025 Stifel Financial Corp21,939$3.14M0.0%-0.5%0.147%
2/14/2025 Optivise Advisory Services LLC4,606$659K0.4%-3.3%0.031%
2/14/2025 TD Waterhouse Canada Inc.5,385$770K0.0%-17.7%0.036%
(Data available from 1/1/2016 forward)

IYY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYY shares?

During the previous two years, 215 institutional investors and hedge funds held shares of iShares Dow Jones U.S. ETF. The most heavily invested institutionals were LPL Financial LLC ($39.80M), Savant Capital LLC ($23.06M), Ameriprise Financial Inc. ($21.38M), PNC Financial Services Group Inc. ($20.82M), Bank of America Corp DE ($20.20M), Wells Fargo & Company MN ($20.00M), and Sharp Financial Services LLC ($19.69M).Learn more on IYY's institutional investors.

Which institutional investors have been buying iShares Dow Jones U.S. ETF stock?

Of the 165 institutional investors that purchased iShares Dow Jones U.S. ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sharp Financial Services LLC ($128.67K), Ameriprise Financial Inc. ($127.33K), Siligmueller & Norvid Wealth Advisors LLC ($91.23K), Raymond James Financial Inc. ($87.05K), Bank of Montreal Can ($75.93K), PNC Financial Services Group Inc. ($65.20K), and Cetera Investment Advisers ($56.72K).

How much institutional buying is happening at iShares Dow Jones U.S. ETF?

Institutional investors have bought a total of 1,442,127 shares in the last 24 months. This purchase volume represents approximately $188.60M in transactions.

Which iShares Dow Jones U.S. ETF major shareholders have been selling company stock?

Of the 120 institutional investors that sold iShares Dow Jones U.S. ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Money Concepts Capital Corp ($122.24K), LPL Financial LLC ($56.77K), PNC Financial Services Group Inc. ($49.53K), EP Wealth Advisors LLC ($39.08K), Great Valley Advisor Group Inc. ($30.82K), HighTower Advisors LLC ($24.95K), and Kingsview Wealth Management LLC ($22.34K).

How much institutional selling is happening at iShares Dow Jones U.S. ETF?

Institutional investors have sold a total of 572,504 shares in the last 24 months. This volume of shares sold represents approximately $69.94M in transactions.



This page (NYSEARCA:IYY) was last updated on 5/21/2025 by MarketBeat.com Staff
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