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

iShares Dow Jones U.S. ETF logo
$163.58 -0.57 (-0.35%)
Closing price 04:10 PM Eastern
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$163.65 +0.06 (+0.04%)
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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)
125
Total
Institutional Inflows
(last 12 months)
$130.15M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$45.52M
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IYY Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025 Grove Bank & Trust497$81K0.0%-37.0%0.003%
10/6/2025 Nilsine Partners LLC17,311$2.81M0.3%+1.9%0.106%
9/19/2025Watts Gwilliam & Co. LLC3,054$493K0.1%-2.5%0.019%
9/4/2025Osaic Holdings Inc.56,888$8.58M0.0%-40.1%0.348%
8/19/2025Advisory Services Network LLC4,535$700K0.0%+9.0%0.028%
8/18/2025Geneos Wealth Management Inc.2,407$363K0.0%+26.2%0.015%
8/15/2025Tower Research Capital LLC TRC 3,814$575K0.0%-26.6%0.023%
8/15/2025Captrust Financial Advisors23,172$3.50M0.0%-0.5%0.142%
8/15/2025Great Valley Advisor Group Inc.2,734$412K0.0%-44.4%0.017%
8/15/2025EP Wealth Advisors LLC22,998$3.47M0.0%+0.6%0.141%
8/15/2025Bank of America Corp DE109,610$16.54M0.0%-5.2%0.670%
8/15/2025Ameriprise Financial Inc.70,208$10.59M0.0%+159.3%0.429%
8/14/2025Raymond James Financial Inc.100,896$15.22M0.0%+15.9%0.617%
8/14/2025NewEdge Advisors LLC4,036$609K0.0%-28.9%0.025%
8/13/2025Baird Financial Group Inc.4,201$634K0.0%+14.8%0.026%
8/13/2025Beacon Pointe Advisors LLC1,890$285K0.0%-9.6%0.012%
8/13/2025Northwestern Mutual Wealth Management Co.5,275$796K0.0%-3.0%0.032%
8/12/2025J.W. Cole Advisors Inc.6,096$920K0.0%+5.4%0.037%
8/12/2025Laurel Wealth Advisors LLC4,225$637K0.0%+14,989.3%0.026%
8/12/2025Global Retirement Partners LLC1,385$209K0.0%N/A0.008%
8/12/2025Centric Wealth Management5,950$924K0.2%-6.3%0.036%
8/12/2025JPMorgan Chase & Co.6,393$965K0.0%+13.2%0.039%
8/11/2025Greykasell Wealth Strategies Inc.20,967$3.16M1.5%-2.3%0.128%
8/8/2025Cetera Investment Advisers59,159$8.93M0.0%+3.1%0.362%
8/8/2025Creative Planning38,026$5.74M0.0%-3.4%0.233%
8/8/2025PNC Financial Services Group Inc.146,775$22.15M0.0%-4.1%0.898%
8/8/2025VeraBank N.A.1,446$218K0.0%N/A0.009%
8/7/2025Fagan Associates Inc.1,400$211K0.0%N/A0.009%
8/7/2025Clarity Wealth Advisors LLC2,119$320K0.1%-3.6%0.013%
8/7/2025Ibex Wealth Advisors6,654$1.00M0.1%N/A0.041%
8/6/2025AE Wealth Management LLC4,833$729K0.0%-5.2%0.030%
8/6/2025Wedbush Securities Inc.2,420$365K0.0%-93.7%0.015%
8/6/2025Savant Capital LLC157,008$23.69M0.1%-0.2%0.960%
8/5/2025Main Street Research LLC1,446$218K0.0%N/A0.009%
8/5/2025Washburn Capital Management Inc.2,240$338K0.2%-28.0%0.014%
8/5/2025Simplex Trading LLC426$64K0.0%N/A0.003%
8/5/2025NewSquare Capital LLC9,702$1.46M0.1%-1.0%0.059%
8/5/2025Westside Investment Management Inc.2,970$448K0.1%+2.6%0.018%
8/5/2025Bank of Montreal Can39,066$5.89M0.0%-0.3%0.239%
8/5/2025Sigma Planning Corp10,248$1.55M0.0%+19.0%0.063%
8/5/2025Smith Shellnut Wilson LLC ADV1,326$200K0.1%N/A0.008%
8/5/2025TIAA Trust National Association7,380$1.11M0.0%+2.6%0.045%
8/4/2025Great Lakes Retirement Inc.1,562$236K0.0%-34.6%0.010%
8/4/2025Assetmark Inc.329$50K0.0%-90.2%0.002%
8/4/2025Keybank National Association OH2,666$402K0.0%N/A0.016%
8/4/2025World Investment Advisors2,752$415K0.0%N/A0.017%
8/1/2025Cobblestone Capital Advisors LLC NY2,711$409K0.0%N/A0.017%
8/1/2025Curat Global LLC1,450$219K0.2%+38.1%0.009%
8/1/2025Envestnet Asset Management Inc.41,707$6.29M0.0%+7.7%0.255%
7/30/2025Members Trust Co1,420$214K0.0%-50.0%0.009%
7/30/2025Avidian Wealth Enterprises LLC1,412$213K0.0%N/A0.009%
7/28/2025Mutual Advisors LLC5,828$906K0.0%-16.0%0.036%
7/25/2025Ellis Investment Partners LLC14,016$2.12M0.4%+18.9%0.086%
7/25/2025Sovereign Financial Group Inc.3,766$568K0.1%-5.2%0.023%
7/25/2025Concurrent Investment Advisors LLC3,354$506K0.0%-3.1%0.021%
7/24/2025Wealthstar Advisors LLC2,726$411K0.2%N/A0.017%
7/23/2025H&H Retirement Design & Management INC2,270$348K0.2%N/A0.014%
7/22/2025Chung Wu Investment Group LLC5,240$791K0.8%-17.7%0.032%
7/22/2025DAVENPORT & Co LLC6,630$1M0.0%-4.7%0.041%
7/22/2025BridgePort Financial Solutions LLC1,545$233K0.1%N/A0.009%
7/21/2025Ameritas Advisory Services LLC3,809$575K0.0%N/A0.023%
7/21/2025Asset Advisors Investment Management LLC22,849$3.45M0.3%-0.7%0.140%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,279$646K0.0%+13.2%0.026%
7/18/2025Truist Financial Corp17,040$2.57M0.0%+11.7%0.104%
7/16/2025GenWealth Group Inc.5,984$903K0.2%-8.4%0.037%
7/16/2025Arkansas Financial Group Inc.17,215$2.61M0.4%+16.0%0.105%
7/11/2025Farther Finance Advisors LLC5,335$805K0.0%-5.3%0.033%
7/11/2025Thomasville National Bank10,811$1.63M0.1%-12.5%0.066%
7/10/2025Wealth Enhancement Advisory Services LLC52,959$8.09M0.0%+2.2%0.324%
7/10/2025 Wedmont Private Capital1,363$208K0.0%N/A0.008%
7/9/2025Finley Financial LLC16,197$2.44M1.2%-1.8%0.099%
7/9/2025Summit Financial Consulting LLC16,329$2.46M2.2%N/A0.100%
7/8/2025Ballew Advisors Inc4,380$669K0.4%-7.6%0.027%
7/8/2025Lowe Wealth Advisors LLC33,909$5.12M2.0%-0.3%0.207%
6/27/2025Goldman Sachs Group Inc.24,668$3.36M0.0%+87.0%0.150%
5/20/2025Focus 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%
5/16/2025Goldman Sachs Group Inc.24,668$3.36M0.0%+87.0%0.152%
5/16/2025Jones Financial Companies Lllp1,028$140K0.0%-60.5%0.006%
5/16/2025NewEdge Advisors LLC5,680$773K0.0%+40.2%0.035%
5/15/2025Royal Bank of Canada95,127$12.95M0.0%-0.2%0.587%
5/14/2025Comerica Bank33,653$4.58M0.0%+1.2%0.208%
5/14/2025Northwestern Mutual Wealth Management Co.5,437$740K0.0%-5.9%0.034%
5/14/2025Kestra Advisory Services LLC22,603$3.08M0.0%+37.0%0.140%
5/14/2025CW Advisors LLC4,849$660K0.0%-15.4%0.030%
5/13/2025Raymond James Financial Inc.87,051$11.85M0.0%+13.5%0.537%
5/13/2025Twin Focus Capital Partners LLC3,049$415K0.1%N/A0.019%
5/13/2025Finley Financial LLC16,497$2.23M1.2%-7.7%0.102%
5/13/2025Kovitz Investment Group Partners LLC14,795$2.01M0.0%N/A0.091%
5/13/2025HighTower Advisors LLC13,880$1.89M0.0%-1.8%0.086%
5/12/2025SouthState Corp223$30K0.0%N/A0.001%
5/9/2025Silver Oak Advisory Group Inc.2,616$356K0.2%-4.9%0.016%
5/9/2025Greykasell Wealth Strategies Inc.21,457$2.92M1.6%-2.6%0.132%
5/9/2025Wealthspire Advisors LLC1,887$257K0.0%+30.6%0.012%
5/9/2025Cooper Haims Advisors LLC2,153$293K0.2%-3.4%0.013%
5/9/2025Commonwealth Equity Services LLC118,541$16.13M0.0%-0.3%0.732%
5/9/2025Blair William & Co. IL910$124K0.0%+61.3%0.006%
5/9/2025PNC Financial Services Group Inc.152,986$20.82M0.0%-5.7%0.944%
5/8/2025TIAA Trust National Association7,195$979K0.0%-1.9%0.044%
(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, 218 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 ($23.69M), PNC Financial Services Group Inc. ($22.15M), Wells Fargo & Company MN ($20.00M), Sharp Financial Services LLC ($19.69M), Bank of America Corp DE ($16.54M), and Commonwealth Equity Services LLC ($16.13M).Learn more on iShares Dow Jones U.S. ETF's institutional investors.

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

Of the 168 institutional investors that purchased iShares Dow Jones U.S. ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameriprise Financial Inc. ($170.45K), Sharp Financial Services LLC ($128.67K), Raymond James Financial Inc. ($100.90K), Siligmueller & Norvid Wealth Advisors LLC ($91.23K), PNC Financial Services Group Inc. ($65.20K), Cetera Investment Advisers ($57.17K), and Ibex Wealth Advisors ($38.84K).

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

Institutional investors have bought a total of 909,255 shares in the last 24 months. This purchase volume represents approximately $130.15M in transactions.

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

Of the 100 institutional investors that sold iShares Dow Jones U.S. ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PNC Financial Services Group Inc. ($51.68K), LPL Financial LLC ($43.29K), Osaic Holdings Inc. ($38.02K), Wedbush Securities Inc. ($36.26K), HighTower Advisors LLC ($24.95K), Kingsview Wealth Management LLC ($22.34K), and Bank of America Corp DE ($6.02K).

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

Institutional investors have sold a total of 316,302 shares in the last 24 months. This volume of shares sold represents approximately $45.52M in transactions.


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This page (NYSEARCA:IYY) was last updated on 10/9/2025 by MarketBeat.com Staff
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