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

$132.45

+1.15 (+0.88%)

(As of 07/26/2024 ET)

Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 74
Total Institutional Inflows (last 12 months): $66.23M

Number of Institutional Sellers (last 12 months): 63
Total Institutional Outflows (last 12 months): $33.59M

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IYY Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	15,841	$2.10M	0.0%	+1.9%	0.106%
7/26/2024	Bank of New York Mellon Corp	28,352	$3.75M	0.0%	-12.6%	0.190%
7/25/2024	First Heartland Consultants Inc.	23,345	$3.09M	0.2%	-1.1%	0.157%
7/25/2024	Washburn Capital Management Inc.	5,174	$685K	0.5%	-9.2%	0.035%
7/19/2024	Raymond James & Associates	30,982	$4.10M	0.0%	-12.9%	0.208%
7/17/2024	GenWealth Group Inc.	7,362	$974K	0.2%	-3.7%	0.049%
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7/16/2024	Great Valley Advisor Group Inc.	5,839	$773K	0.0%	-2.9%	0.039%
7/16/2024	Wealth Enhancement Advisory Services LLC	48,555	$6.42M	0.0%	+21.8%	0.326%
7/15/2024	Sharp Financial Services LLC	123,806	$16.38M	14.1%	N/A	0.831%
7/12/2024	Edge Wealth Management LLC	2,652	$351K	0.1%	-17.1%	0.018%
7/10/2024	Thomasville National Bank	12,351	$1.63M	0.1%	-6.5%	0.083%
7/9/2024	Lowe Wealth Advisors LLC	35,581	$4.71M	2.1%	-1.6%	0.239%
5/24/2024	Cetera Advisors LLC	31,835	$4.08M	0.0%	+5.6%	0.214%
5/24/2024	Cetera Investment Advisers	44,681	$5.72M	0.0%	+1,066.6%	0.300%
5/17/2024	Comerica Bank	33,745	$4.32M	0.0%	-0.3%	0.226%
5/16/2024	B. Riley Wealth Advisors Inc.	7,245	$928K	0.0%	+13.8%	0.049%
5/15/2024	Mount Yale Investment Advisors LLC	2,544	$326K	0.0%	N/A	0.017%
5/14/2024	EP Wealth Advisors LLC	16,088	$2.06M	0.0%	-1.8%	0.108%
5/10/2024	Osaic Holdings Inc.	63,159	$8.09M	0.0%	-1.3%	0.424%
5/10/2024	TIAA Trust National Association	9,739	$1.25M	0.0%	-21.5%	0.065%
5/10/2024	Cooper Haims Advisors LLC	2,297	$294K	0.2%	-12.5%	0.015%
5/7/2024	Concurrent Investment Advisors LLC	2,976	$381K	0.0%	+46.6%	0.020%
5/4/2024	Essex LLC	2,170	$278K	0.1%	-21.7%	0.015%
5/4/2024	Silver Oak Advisory Group Inc.	2,674	$343K	0.2%	-7.8%	0.018%
5/2/2024	Main Street Research LLC	3,020	$387K	0.0%	-11.3%	0.020%
5/1/2024	Janney Montgomery Scott LLC	5,184	$664K	0.0%	+116.8%	0.035%
5/1/2024	BOK Financial Private Wealth Inc.	833	$107K	0.0%	-16.7%	0.006%
4/30/2024	Private Advisor Group LLC	23,889	$3.06M	0.0%	-1.1%	0.160%
4/30/2024	SpiderRock Advisors LLC	7,600	$954K	0.0%	N/A	0.051%
4/29/2024	Commonwealth Equity Services LLC	124,279	$15.92M	0.0%	+2.0%	0.834%
4/26/2024	BLB&B Advisors LLC	1,620	$208K	0.0%	N/A	0.011%
4/26/2024	UMB Bank n.a.	892	$114K	0.0%	N/A	0.006%
4/25/2024	One Day In July LLC	1,651	$211K	0.0%	N/A	0.011%
4/25/2024	Cambridge Investment Research Advisors Inc.	15,544	$1.99M	0.0%	-7.2%	0.104%
4/23/2024	Global Retirement Partners LLC	1,349	$173K	0.0%	+20.2%	0.009%
4/23/2024	Nations Financial Group Inc. IA ADV	2,247	$288K	0.0%	-3.7%	0.015%
4/23/2024	Fifth Third Bancorp	358	$46K	0.0%	-60.0%	0.002%
4/23/2024	Raymond James Financial Services Advisors Inc.	49,216	$6.30M	0.0%	+0.9%	0.330%
4/22/2024	Cortland Associates Inc. MO	6,723	$861K	0.1%	-3.4%	0.045%
4/22/2024	Raymond James & Associates	35,558	$4.56M	0.0%	-0.8%	0.239%
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4/19/2024	Westside Investment Management Inc.	2,345	$300K	0.1%	+6.8%	0.016%
4/17/2024	Founders Financial Securities LLC	6,873	$880K	0.1%	+4.0%	0.046%
4/16/2024	Trifecta Capital Advisors LLC	1,370	$175K	0.0%	N/A	0.009%
4/16/2024	Wealth Enhancement Advisory Services LLC	39,873	$5.11M	0.0%	+11.0%	0.268%
4/16/2024	Arkansas Financial Group Inc.	4,281	$548K	0.1%	+38.2%	0.029%
4/15/2024	Sunbelt Securities Inc.	7,034	$901K	0.1%	-21.0%	0.047%
4/11/2024	GenWealth Group Inc.	7,645	$979K	0.2%	-1.5%	0.051%
4/10/2024	Thomasville National Bank	13,209	$1.69M	0.1%	-3.5%	0.089%
4/9/2024	Lowe Wealth Advisors LLC	36,158	$4.63M	2.2%	-1.1%	0.236%
4/5/2024	CWM LLC	2,782	$356K	0.0%	-6.4%	0.018%
3/22/2024	PNC Financial Services Group Inc.	212,135	$24.72M	0.0%	+18.2%	1.382%
3/15/2024	B. Riley Wealth Advisors Inc.	6,365	$742K	0.0%	-12.1%	0.041%
2/28/2024	EP Wealth Advisors LLC	16,391	$1.91M	0.0%	-3.6%	0.107%
2/26/2024	Centaurus Financial Inc.	2,167	$253K	0.0%	-8.3%	0.014%
2/23/2024	Arkansas Financial Group Inc.	3,097	$361K	0.1%	+6.0%	0.020%
2/21/2024	Garde Capital Inc.	930	$108K	0.0%	N/A	0.006%
2/21/2024	Novak & Powell Financial Services Inc.	7,732	$901K	0.6%	N/A	0.050%
2/16/2024	Aspect Partners LLC	2,342	$273K	0.2%	N/A	0.015%
2/12/2024	Steward Partners Investment Advisory LLC	12,671	$1.48M	0.0%	+1.6%	0.083%
2/9/2024	Advisory Services Network LLC	1,518	$177K	0.0%	N/A	0.010%
2/9/2024	Cambridge Investment Research Advisors Inc.	16,754	$1.95M	0.0%	+7.1%	0.109%
2/9/2024	Wells Fargo & Company MN	105,776	$12.33M	0.0%	+2.2%	0.689%
2/9/2024	Gladstone Institutional Advisory LLC	2,566	$299K	0.0%	+24.0%	0.017%
2/9/2024	UBS Group AG	66,972	$7.80M	0.0%	-14.2%	0.436%
2/9/2024	PNC Financial Services Group Inc.	212,135	$24.72M	0.0%	+18.2%	1.382%
2/8/2024	TrinityPoint Wealth LLC	20,807	$2.43M	0.4%	-2.6%	0.136%
2/8/2024	NorthRock Partners LLC	8,364	$975K	0.1%	-21.1%	0.054%
2/8/2024	First Heartland Consultants Inc.	25,941	$3.02M	0.4%	+11.7%	0.169%
2/8/2024	Kingsview Wealth Management LLC	2,255	$263K	0.0%	+10.8%	0.015%
2/8/2024	Beacon Pointe Advisors LLC	2,052	$239K	0.0%	N/A	0.013%
2/7/2024	Principal Securities Inc.	1,692	$197K	0.0%	N/A	0.011%
2/6/2024	Sovereign Financial Group Inc.	4,182	$487K	0.1%	N/A	0.027%
2/6/2024	Great Valley Advisor Group Inc.	7,024	$819K	0.0%	-49.4%	0.046%
2/6/2024	Mine & Arao Wealth Creation & Management LLC.	11,281	$1.32M	0.7%	+0.9%	0.073%
2/5/2024	Savant Capital LLC	165,085	$19.24M	0.2%	+1.4%	1.075%
2/5/2024	Kestra Private Wealth Services LLC	4,995	$582K	0.0%	-4.3%	0.033%
2/2/2024	Truist Financial Corp	17,767	$2.07M	0.0%	-1.9%	0.116%
2/1/2024	Larson Financial Group LLC	3,540	$412K	0.0%	-17.3%	0.023%
2/1/2024	North Star Asset Management Inc.	1,800	$210K	0.0%	N/A	0.012%
2/1/2024	Sigma Planning Corp	7,512	$875K	0.1%	-43.5%	0.049%
1/31/2024	J.W. Cole Advisors Inc.	4,604	$537K	0.0%	-16.8%	0.030%
1/31/2024	Gray Wealth Management Inc.	1,866	$217K	0.1%	N/A	0.012%
1/30/2024	Main Street Research LLC	3,404	$397K	0.0%	N/A	0.022%
1/30/2024	BOK Financial Private Wealth Inc.	1,000	$117K	0.0%	N/A	0.007%
1/30/2024	Carnegie Capital Asset Management LLC	8,979	$1.05M	0.0%	-1.6%	0.058%
1/25/2024	Vahanian & Associates Financial Planning Inc.	2,595	$302K	1.2%	-28.8%	0.017%
1/24/2024	Stratos Wealth Advisors LLC	6,806	$793K	0.0%	+82.2%	0.044%
1/23/2024	Washburn Capital Management Inc.	5,947	$693K	0.5%	-2.4%	0.039%
1/23/2024	TIAA Trust National Association	12,407	$1.45M	0.0%	-1.9%	0.081%
1/19/2024	Fifth Third Bancorp	896	$104K	0.0%	+66.5%	0.006%
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1/18/2024	Ballew Advisors Inc	4,865	$565K	0.4%	-21.6%	0.032%
1/18/2024	Ritholtz Wealth Management	14,817	$1.73M	0.1%	-1.8%	0.097%
1/18/2024	Planned Solutions Inc.	2,106	$245K	0.1%	N/A	0.014%
1/16/2024	Raymond James Financial Services Advisors Inc.	48,769	$5.68M	0.0%	+28.9%	0.318%
1/16/2024	Raymond James & Associates	35,859	$4.18M	0.0%	+9.3%	0.234%
1/16/2024	MTM Investment Management LLC	270	$31K	0.0%	-36.6%	0.002%
1/16/2024	Wealthstar Advisors LLC	3,129	$365K	0.1%	+59.6%	0.020%
1/12/2024	Mutual Advisors LLC	7,905	$921K	0.0%	-13.5%	0.051%
1/11/2024	GenWealth Group Inc.	7,764	$905K	0.3%	-5.6%	0.051%
1/11/2024	Thomasville National Bank	13,686	$1.60M	0.1%	-3.0%	0.089%

(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, 178 institutional investors and hedge funds held shares of iShares Dow Jones U.S. ETF. The most heavily invested institutionals were LPL Financial LLC ($32.08M), PNC Financial Services Group Inc. ($24.72M), Savant Capital LLC ($19.24M), Sharp Financial Services LLC ($16.38M), Commonwealth Equity Services LLC ($15.92M), Advisor Group Holdings Inc. ($15.42M), and Wells Fargo & Company MN ($12.33M).Learn more on IYY's institutional investors.
Which institutional investors have been buying iShares Dow Jones U.S. ETF stock?: Of the 133 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 ($123.81K), Money Concepts Capital Corp ($116.12K), Bank of Montreal Can ($78.80K), PNC Financial Services Group Inc. ($66.62K), Raymond James Financial Services Advisors Inc. ($64.99K), Advisor Group Holdings Inc. ($59.38K), and Great Valley Advisor Group Inc. ($53.83K).
How much institutional buying is happening at iShares Dow Jones U.S. ETF?: Institutional investors have bought a total of 1,159,531 shares in the last 24 months. This purchase volume represents approximately $123.16M in transactions.

Which iShares Dow Jones U.S. ETF major shareholders have been selling company stock?: Of the 94 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 ($122.10K), Raymond James Financial Services Advisors Inc. ($58.02K), UBS Group AG ($54.21K), Great Valley Advisor Group Inc. ($43.23K), EP Wealth Advisors LLC ($40.43K), Cambridge Investment Research Advisors Inc. ($35.49K), and Ibex Wealth Advisors ($28.38K).
How much institutional selling is happening at iShares Dow Jones U.S. ETF?: Institutional investors have sold a total of 568,041 shares in the last 24 months. This volume of shares sold represents approximately $58.29M in transactions.