Free Trial
The Market Does Not Wait. MarketBeat All Access for Just $149
Get the Deal
Claim MarketBeat All Access Sale Promotion

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

iShares Dow Jones U.S. ETF logo
$179.40 -0.55 (-0.31%)
As of 01:03 PM Eastern
Compare

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)
$161.08M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$47.75M
Get IYY Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Dow Jones U.S. ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IYY Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE249,037$39.46M0.0%+27.5%1.523%
5/18/2026 Royal Bank of Canada77,895$12.34M0.0%+1.3%0.476%
5/16/2026 Quantinno Capital Management LP2,835$449K0.0%-5.0%0.017%
5/15/2026 Waverly Advisors LLC6,000$951K0.0%-2.4%0.037%
5/15/2026 Boreal Capital Management LLC700$111K0.1%-66.9%0.004%
5/14/2026 Lido Advisors LLC21,058$3.34M0.0%-2.2%0.129%
5/13/2026 Cetera Investment Advisers61,041$9.67M0.0%-1.5%0.373%
5/8/2026 PNC Financial Services Group Inc.140,296$22.23M0.0%-2.0%0.858%
5/6/2026 Independent Financial Group LLC2,007$318K0.0%N/A0.012%
5/5/2026 Bank of New York Mellon Corp30,227$4.79M0.0%-4.5%0.185%
5/5/2026 Geneos Wealth Management Inc.1,478$234K0.0%-8.8%0.009%
5/5/2026 Sanctuary Advisors LLC1,384$219K0.0%-42.8%0.008%
5/5/2026 Sigma Planning Corp16,321$2.59M0.1%+50.2%0.100%
5/4/2026 V2 Financial group LLC5,500$871K0.4%-5.2%0.034%
5/4/2026 One Wealth Map LLC2,000$351K0.2%-11.9%0.012%
5/2/2026 Silver Oak Advisory Group Inc.2,339$370K0.2%-3.2%0.014%
5/1/2026 Fifth Third Bancorp29,537$4.68M0.0%+8,150.6%0.181%
4/30/2026 Sonata Capital Group Inc.2,265$359K0.1%-39.8%0.014%
4/30/2026 Ibex Wealth Advisors6,624$1.05M0.1%N/A0.041%
4/30/2026 Kestra Advisory Services LLC105,487$16.71M0.1%+202.5%0.645%
4/30/2026 Money Concepts Capital Corp28,362$4.49M0.2%-0.9%0.173%
4/30/2026 Mine & Arao Wealth Creation & Management LLC.10,620$1.68M0.7%-0.7%0.065%
4/29/2026 KERR FINANCIAL PLANNING Corp9,794$1.69M2.1%+3.2%0.060%
4/28/2026 Wealthstar Advisors LLC1,937$307K0.1%-4.6%0.012%
4/27/2026 Private Advisor Group LLC24,797$3.93M0.0%-1.3%0.152%
4/25/2026 Clarity Wealth Advisors LLC1,917$304K0.1%-9.5%0.012%
4/24/2026 Financial Life Planners510$81K0.1%N/A0.003%
4/22/2026 Janney Montgomery Scott LLC4,629$734K0.0%-2.1%0.028%
4/20/2026 Ritholtz Wealth Management19,542$3.10M0.1%+38.5%0.120%
4/20/2026 Apella Capital LLC84,787$14.67M0.2%-1.2%0.519%
4/17/2026 Signal Advisors Wealth LLC3,513$557K0.0%-21.1%0.022%
3/17/2026 Rockefeller Capital Management L.P.9,737$1.62M0.0%+303.7%0.059%
3/9/2026 Corient Private Wealth LLC4,224$700K0.0%+35.3%0.026%
3/2/2026Reflection Asset Management1,844$309K0.2%N/A0.011%
2/20/2026 Kovitz Investment Group Partners LLC6,327$1.05M0.0%-55.4%0.038%
2/18/2026 Ameriflex Group Inc.588$97K0.1%-50.0%0.004%
2/18/2026 Mercer Global Advisors Inc. ADV11,639$1.93M0.0%+0.8%0.071%
2/18/2026 EP Wealth Advisors LLC22,709$3.77M0.0%N/A0.138%
2/18/2026 Coastal Bridge Advisors LLC15,607$2.59M0.2%-3.2%0.095%
2/18/2026 NewEdge Advisors LLC5,025$833K0.0%-9.9%0.030%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
2/18/2026 KKM Financial LLC1,878$311K0.1%-17.4%0.011%
2/17/2026 AQR Capital Management LLC13,865$2.30M0.0%+19.8%0.084%
2/17/2026 EFG International AG957$159K0.0%N/A0.006%
2/17/2026 Cetera Investment Advisers61,977$10.28M0.0%+3.1%0.376%
2/17/2026 Equitable Holdings Inc.5,066$840K0.0%+3.2%0.031%
2/17/2026 Osaic Holdings Inc.63,327$10.50M0.0%+2.2%0.384%
2/17/2026 Advisory Services Network LLC4,503$747K0.0%-14.1%0.027%
2/17/2026 Private Advisor Group LLC25,111$4.16M0.0%+0.8%0.152%
2/17/2026 Captrust Financial Advisors24,131$4.00M0.0%+4.3%0.146%
2/17/2026 &PARTNERS2,326$386K0.0%N/A0.014%
2/17/2026 Royal Bank of Canada76,877$12.75M0.0%+5.8%0.466%
2/16/2026 Focus Partners Wealth30,109$4.99M0.0%+89.2%0.182%
2/16/2026 Arax Advisory Partners284$47K0.0%N/A0.002%
2/16/2026 Aptus Capital Advisors LLC160$27K0.0%N/A0.001%
2/13/2026 Kestra Advisory Services LLC34,866$5.78M0.0%+20.9%0.211%
2/13/2026 Stifel Financial Corp19,487$3.23M0.0%-5.1%0.118%
2/13/2026 Morgan Stanley437,954$72.62M0.0%-3.4%2.654%
2/13/2026 Arkadios Wealth Advisors1,685$279K0.0%N/A0.010%
2/13/2026 Wells Fargo & Company MN131,348$21.78M0.0%-2.5%0.796%
2/13/2026 Wealthspire Advisors LLC3,405$565K0.0%+106.1%0.021%
2/12/2026 Federation des caisses Desjardins du Quebec5,458$905K0.0%+20.2%0.033%
2/12/2026 Burke & Herbert Bank & Trust Co.2,382$395K0.1%-3.2%0.014%
2/12/2026 Commonwealth Equity Services LLC100,199$16.61M0.0%-10.0%0.607%
2/12/2026 Rik Saylor Financial Inc.5,956$988K0.7%-3.0%0.036%
2/12/2026 Steward Partners Investment Advisory LLC16,155$2.68M0.0%+24.2%0.098%
2/12/2026CIBC Private Wealth Group LLC7,637$1.27M0.0%+10.2%0.046%
2/12/2026 Wedbush Securities Inc.3,219$534K0.0%-28.8%0.020%
2/12/2026 Bank of Montreal Can39,171$6.50M0.0%-1.0%0.237%
2/12/2026 Great Valley Advisor Group Inc.2,616$434K0.0%-2.5%0.016%
2/11/2026 Simplex Trading LLC933$155K0.0%N/A0.006%
2/11/2026 LPL Financial LLC311,581$51.66M0.0%-6.8%1.888%
2/11/2026 JPMorgan Chase & Co.25,039$4.15M0.0%+3.2%0.152%
2/11/2026 Greykasell Wealth Strategies Inc.12,291$2.04M0.8%-4.5%0.074%
2/11/2026 J.W. Cole Advisors Inc.5,806$963K0.0%-4.9%0.035%
2/10/2026 Lido Advisors LLC21,529$3.50M0.0%+0.3%0.130%
2/10/2026 Goldman Sachs Group Inc.36,605$6.07M0.0%-6.8%0.222%
2/10/2026 Sage Investment Advisers LLC12,071$2.00M1.5%N/A0.073%
2/10/2026 Rothschild Wealth LLC78,127$12.95M1.2%N/A0.473%
2/10/2026 Savant Capital LLC154,912$25.69M0.1%-0.3%0.939%
2/10/2026 Foundations Investment Advisors LLC1,885$313K0.0%N/A0.011%
2/9/2026 Mathes Company Inc.6,900$1.14M0.4%-22.5%0.042%
2/6/2026 PNC Financial Services Group Inc.143,161$23.74M0.0%-1.1%0.868%
2/6/2026 HighTower Advisors LLC14,445$2.40M0.0%+4.6%0.088%
2/5/2026 Guardian Capital LLC4,747$787K0.7%N/A0.029%
2/5/2026 AlphaCore Capital LLC300$50K0.0%N/A0.002%
2/5/2026 Kapstone Financial Advisors LLC1,251$207K0.1%N/A0.008%
2/5/2026 SkyOak Wealth LLC3,730$618K0.1%-4.1%0.023%
2/5/2026 Allworth Financial LP1,864$309K0.0%-11.7%0.011%
2/4/2026 Money Concepts Capital Corp28,630$4.75M0.3%+11.6%0.174%
2/3/2026 Silver Oak Advisory Group Inc.2,416$400K0.2%-4.8%0.015%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
2/2/2026 Truist Financial Corp19,172$3.18M0.0%+1.3%0.116%
2/2/2026 Ellis Investment Partners LLC16,527$2.74M0.5%+5.8%0.100%
2/2/2026 Mutual Advisors LLC4,474$742K0.0%-8.0%0.027%
1/30/2026 Sigma Planning Corp10,868$1.80M0.0%+2.6%0.066%
1/30/2026 Keybank National Association OH2,601$431K0.0%-12.6%0.016%
1/30/2026 Kohmann Bosshard Financial Services LLC315$52K0.0%N/A0.002%
1/30/2026 Archer Investment Corp522$87K0.0%-46.2%0.003%
1/29/2026 Kestra Private Wealth Services LLC3,848$638K0.0%-4.9%0.023%
1/29/2026 UBS Group AG62,837$10.42M0.0%-6.2%0.381%
1/29/2026 Concurrent Investment Advisors LLC3,214$533K0.0%-2.1%0.019%


IYY Institutional Ownership - Frequently Asked Questions

During the previous two years, 244 institutional investors and hedge funds held shares of iShares Dow Jones U.S. ETF. The most heavily invested institutionals were Morgan Stanley ($72.62M), LPL Financial LLC ($51.66M), Bank of America Corp DE ($39.46M), Sharp Wealth Advisory LLC ($28.99M), Sharp Financial Services LLC ($26.99M), Savant Capital LLC ($25.69M), and PNC Financial Services Group Inc. ($22.23M).Learn more on iShares Dow Jones U.S. ETF's institutional investors.

Of the 185 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 ($294.78K), Ameriprise Financial Inc. ($170.45K), Raymond James Financial Inc. ($100.90K), Siligmueller & Norvid Wealth Advisors LLC ($91.23K), Apella Capital LLC ($85.86K), Kestra Advisory Services LLC ($82.76K), and Rothschild Wealth LLC ($78.13K).

Institutional investors have bought a total of 999,767 shares in the last 24 months. This purchase volume represents approximately $161.08M in transactions.

Of the 105 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: Osaic Holdings Inc. ($38.02K), Wedbush Securities Inc. ($37.56K), Ameriprise Financial Inc. ($36.03K), LPL Financial LLC ($22.60K), Morgan Stanley ($15.24K), Commonwealth Equity Services LLC ($14.89K), and PNC Financial Services Group Inc. ($12.69K).

Institutional investors have sold a total of 300,012 shares in the last 24 months. This volume of shares sold represents approximately $47.75M in transactions.


Related Companies

This page (NYSEARCA:IYY) was last updated on 5/21/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Why this tiny stock may move before the SpaceX IPO drops
The projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillio...
Behind the Markets | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel