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

iShares Dow Jones U.S. ETF logo
$152.51 +0.95 (+0.63%)
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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)
113
Total
Institutional Inflows
(last 12 months)
$136.54M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$34.94M
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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
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%
5/8/2025NorthRock Partners LLC16,790$2.29M0.1%-2.1%0.104%
5/7/2025Nottingham Advisors Inc.1,574$214K0.0%-35.2%0.010%
5/7/2025Foundations Investment Advisors LLC5,412$737K0.0%-24.3%0.033%
5/7/2025LPL Financial LLC292,437$39.80M0.0%-3.1%1.805%
5/7/2025First Heartland Consultants Inc.24,406$3.32M0.3%+3.3%0.151%
5/6/2025Assetmark Inc.3,362$458K0.0%+55,933.3%0.021%
5/6/2025Cetera Investment Advisers57,383$7.81M0.0%+13.1%0.354%
5/6/2025Avantax Advisory Services Inc.1,713$233K0.0%+7.7%0.011%
5/6/2025AE Wealth Management LLC5,097$694K0.0%-26.9%0.031%
5/6/2025Financial Partners Group Inc2,711$369K0.1%-4.7%0.017%
5/6/2025Garner Asset Management Corp1,686$229K0.1%-12.3%0.010%
5/5/2025IFP Advisors Inc2,648$360K0.0%+43.1%0.016%
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5/5/2025Washburn Capital Management Inc.3,110$423K0.2%-18.6%0.019%
5/5/2025Private Advisor Group LLC25,228$3.43M0.0%-0.5%0.156%
5/5/2025Archer Investment Corp919$125K0.0%+49.4%0.006%
5/2/2025Asset Advisors Investment Management LLC22,999$3.13M0.3%-2.7%0.142%
5/2/2025Mine & Arao Wealth Creation & Management LLC.10,936$1.49M0.7%-0.7%0.068%
5/2/2025Sigma Planning Corp8,613$1.17M0.0%-3.6%0.053%
5/1/2025Mathes Company Inc.8,900$1.21M0.5%-1.1%0.055%
5/1/2025Rik Saylor Financial Inc.6,162$839K0.7%-10.7%0.038%
4/30/2025Narus Financial Partners LLC5,100$694K0.2%-1.5%0.032%
4/30/2025Allworth Financial LP538$72K0.0%+24.8%0.003%
4/30/2025Stratos Wealth Advisors LLC14,835$2.02M0.1%-2.4%0.092%
4/30/2025Brown Advisory Inc.9,000$1.23M0.0%-7.0%0.056%
4/29/2025Envestnet Asset Management Inc.38,731$5.27M0.0%-8.4%0.240%
4/29/2025Burke & Herbert Bank & Trust Co.2,460$335K0.1%-22.3%0.015%
4/29/2025Bank of New York Mellon Corp29,712$4.04M0.0%-1.5%0.184%
4/29/2025OneDigital Investment Advisors LLC6,180$841K0.0%-3.2%0.038%
4/28/2025Mutual Advisors LLC6,938$931K0.0%-2.0%0.043%
4/25/2025Westside Investment Management Inc.2,895$394K0.1%+3.6%0.018%
4/25/2025New Wave Wealth Advisors LLC8,091$1.10M0.5%-11.1%0.050%
4/24/2025Sunbelt Securities Inc.250$34K0.0%-93.5%0.002%
4/24/2025Money Concepts Capital Corp25,275$3.44M0.3%-0.5%0.157%
4/22/2025Cambridge 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%
4/22/2025Nilsine Partners LLC16,306$2.22M0.2%+18.7%0.101%
4/21/2025Siligmueller & Norvid Wealth Advisors LLC91,228$12.42M5.3%+0.6%0.565%
4/17/2025Grove Bank & Trust789$107K0.0%+531.2%0.005%
4/17/2025Janney Montgomery Scott LLC4,558$620K0.0%+4.6%0.028%
4/17/2025Fairvoy Private Wealth LLC3,293$448K0.1%-3.1%0.020%
4/17/2025Sound Income Strategies LLC461$63K0.0%N/A0.003%
4/17/2025Arkansas Financial Group Inc.14,844$1.89M0.3%-0.6%0.092%
4/16/2025Wealth Enhancement Advisory Services LLC51,814$7.05M0.0%+7.8%0.321%
4/16/2025Thomasville National Bank12,362$1.68M0.1%-1.6%0.077%
4/14/2025NewSquare Capital LLC9,797$1.33M0.1%-16.7%0.061%
4/11/2025Procyon Advisors LLC1,912$260K0.0%-20.7%0.012%
4/11/2025Curat Global LLC1,050$143K0.2%N/A0.007%
4/11/2025Signal Advisors Wealth LLC2,364$322K0.0%-19.7%0.015%
4/10/2025Lake Street Private Wealth LLC1,692$230K0.0%-6.5%0.011%
4/10/2025GenWealth Group Inc.6,534$889K0.2%-3.1%0.041%
4/8/2025Lowe Wealth Advisors LLC34,016$4.63M2.0%-0.6%0.211%
4/7/2025GAMMA Investing LLC8,983$1.22M0.0%+13,510.6%0.056%
3/19/2025DSG Capital Advisors LLC24,800$3.55M0.6%N/A0.152%
3/17/2025Wealth Enhancement Advisory Services LLC48,058$6.88M0.0%-0.4%0.295%
3/12/2025Centaurus Financial Inc.1,549$222K0.0%-5.5%0.010%
2/24/2025Ameriflex Group Inc.588$87K0.0%N/A0.004%
2/18/2025Sunbelt Securities Inc.3,818$548K0.0%-11.3%0.026%
2/18/2025First 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%
2/17/2025Royal Bank of Canada95,313$13.64M0.0%-0.8%0.640%
2/17/2025NorthRock Partners LLC17,158$2.46M0.1%+245.4%0.115%
2/17/2025KKM Financial LLC2,709$388K0.2%N/A0.018%
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2/17/2025Focus Partners Wealth14,772$2.11M0.0%+94.7%0.099%
2/17/2025EP Wealth Advisors LLC22,908$3.28M0.0%+44.8%0.154%
2/17/2025Cetera Investment Advisers50,758$7.26M0.0%-2.3%0.341%
2/17/2025Citadel Advisors LLC20,581$2.95M0.0%N/A0.138%
2/17/2025Bank of America Corp DE141,157$20.20M0.0%+9.5%0.947%
2/17/2025Ameriprise Financial Inc.149,385$21.38M0.0%+577.2%1.003%
2/14/2025Mercer Global Advisors Inc. ADV11,203$1.60M0.0%+0.9%0.075%
2/14/2025Jane Street Group LLC17,990$2.57M0.0%+47.9%0.121%
2/14/2025Comerica Bank33,256$4.76M0.0%+6.0%0.223%
2/14/2025Lido Advisors LLC7,780$1.11M0.0%+4.1%0.052%
(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 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 164 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: 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 975,462 shares in the last 24 months. This purchase volume represents approximately $136.54M in transactions.

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

Of the 89 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. ($45.47K), LPL Financial LLC ($43.29K), HighTower Advisors LLC ($24.95K), Kingsview Wealth Management LLC ($22.34K), Northwestern Mutual Wealth Management Co. ($11.40K), Raymond James & Associates ($7.04K), and Sunbelt Securities Inc. ($6.79K).

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

Institutional investors have sold a total of 251,406 shares in the last 24 months. This volume of shares sold represents approximately $34.94M in transactions.


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This page (NYSEARCA:IYY) was last updated on 7/9/2025 by MarketBeat.com Staff
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