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

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(As of 04/24/2024 ET)
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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)
81
Total
Institutional Inflows
(last 12 months)
$64.22M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$36.99M
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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
4/23/2024 Global Retirement Partners LLC1,349$173K0.0%+20.2%0.009%
4/23/2024 Nations Financial Group Inc. IA ADV2,247$288K0.0%-3.7%0.015%
4/23/2024 Fifth Third Bancorp358$46K0.0%-60.0%0.002%
4/23/2024Raymond James Financial Services Advisors Inc.49,216$6.30M0.0%+0.9%0.330%
4/22/2024Cortland Associates Inc. MO6,723$861K0.1%-3.4%0.045%
4/22/2024Raymond James & Associates35,558$4.56M0.0%-0.8%0.239%
4/19/2024Westside Investment Management Inc.2,345$300K0.1%+6.8%0.016%
4/17/2024Founders Financial Securities LLC6,873$880K0.1%+4.0%0.046%
4/16/2024Trifecta Capital Advisors LLC1,370$175K0.0%N/A0.009%
4/16/2024Wealth Enhancement Advisory Services LLC39,873$5.11M0.0%+11.0%0.268%
4/16/2024Arkansas Financial Group Inc.4,281$548K0.1%+38.2%0.029%
4/15/2024Sunbelt Securities Inc.7,034$901K0.1%-21.0%0.047%
4/11/2024 GenWealth Group Inc.7,645$979K0.2%-1.5%0.051%
4/10/2024 Thomasville National Bank13,209$1.69M0.1%-3.5%0.089%
4/9/2024 Lowe Wealth Advisors LLC36,158$4.63M2.2%-1.1%0.236%
4/5/2024 CWM LLC2,782$356K0.0%-6.4%0.018%
3/22/2024PNC Financial Services Group Inc.212,135$24.72M0.0%+18.2%1.382%
3/15/2024B. Riley Wealth Advisors Inc.6,365$742K0.0%-12.1%0.041%
2/28/2024EP Wealth Advisors LLC16,391$1.91M0.0%-3.6%0.107%
2/26/2024Centaurus Financial Inc.2,167$253K0.0%-8.3%0.014%
2/23/2024Arkansas Financial Group Inc.3,097$361K0.1%+6.0%0.020%
2/21/2024Garde Capital Inc.930$108K0.0%N/A0.006%
2/21/2024Novak & Powell Financial Services Inc.7,732$901K0.6%N/A0.050%
2/16/2024Aspect Partners LLC2,342$273K0.2%N/A0.015%
2/12/2024Steward Partners Investment Advisory LLC12,671$1.48M0.0%+1.6%0.083%
2/9/2024Advisory Services Network LLC1,518$177K0.0%N/A0.010%
2/9/2024Cambridge Investment Research Advisors Inc.16,754$1.95M0.0%+7.1%0.109%
2/9/2024Wells Fargo & Company MN105,776$12.33M0.0%+2.2%0.689%
2/9/2024Gladstone Institutional Advisory LLC2,566$299K0.0%+24.0%0.017%
2/9/2024UBS Group AG66,972$7.80M0.0%-14.2%0.436%
2/9/2024PNC Financial Services Group Inc.212,135$24.72M0.0%+18.2%1.382%
2/8/2024TrinityPoint Wealth LLC20,807$2.43M0.4%-2.6%0.136%
2/8/2024NorthRock Partners LLC8,364$975K0.1%-21.1%0.054%
2/8/2024First Heartland Consultants Inc.25,941$3.02M0.4%+11.7%0.169%
2/8/2024Kingsview Wealth Management LLC2,255$263K0.0%+10.8%0.015%
2/8/2024Beacon Pointe Advisors LLC2,052$239K0.0%N/A0.013%
2/7/2024Principal Securities Inc.1,692$197K0.0%N/A0.011%
2/6/2024Sovereign Financial Group Inc.4,182$487K0.1%N/A0.027%
2/6/2024Great Valley Advisor Group Inc.7,024$819K0.0%-49.4%0.046%
2/6/2024Mine & Arao Wealth Creation & Management LLC.11,281$1.32M0.7%+0.9%0.073%
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2/5/2024Savant Capital LLC165,085$19.24M0.2%+1.4%1.075%
2/5/2024Kestra Private Wealth Services LLC4,995$582K0.0%-4.3%0.033%
2/2/2024Truist Financial Corp17,767$2.07M0.0%-1.9%0.116%
2/1/2024Larson Financial Group LLC3,540$412K0.0%-17.3%0.023%
2/1/2024North Star Asset Management Inc.1,800$210K0.0%N/A0.012%
2/1/2024Sigma Planning Corp7,512$875K0.1%-43.5%0.049%
1/31/2024J.W. Cole Advisors Inc.4,604$537K0.0%-16.8%0.030%
1/31/2024Gray Wealth Management Inc.1,866$217K0.1%N/A0.012%
1/30/2024Main Street Research LLC3,404$397K0.0%N/A0.022%
1/30/2024BOK Financial Private Wealth Inc.1,000$117K0.0%N/A0.007%
1/30/2024Carnegie Capital Asset Management LLC8,979$1.05M0.0%-1.6%0.058%
1/25/2024Vahanian & Associates Financial Planning Inc.2,595$302K1.2%-28.8%0.017%
1/24/2024Stratos Wealth Advisors LLC6,806$793K0.0%+82.2%0.044%
1/23/2024Washburn Capital Management Inc.5,947$693K0.5%-2.4%0.039%
1/23/2024TIAA Trust National Association12,407$1.45M0.0%-1.9%0.081%
1/19/2024 Fifth Third Bancorp896$104K0.0%+66.5%0.006%
1/18/2024 Ballew Advisors Inc4,865$565K0.4%-21.6%0.032%
1/18/2024Ritholtz Wealth Management14,817$1.73M0.1%-1.8%0.097%
1/18/2024Planned Solutions Inc.2,106$245K0.1%N/A0.014%
1/16/2024Raymond James Financial Services Advisors Inc.48,769$5.68M0.0%+28.9%0.318%
1/16/2024Raymond James & Associates35,859$4.18M0.0%+9.3%0.234%
1/16/2024MTM Investment Management LLC270$31K0.0%-36.6%0.002%
1/16/2024Wealthstar Advisors LLC3,129$365K0.1%+59.6%0.020%
1/12/2024Mutual Advisors LLC7,905$921K0.0%-13.5%0.051%
1/11/2024 GenWealth Group Inc.7,764$905K0.3%-5.6%0.051%
1/11/2024 Thomasville National Bank13,686$1.60M0.1%-3.0%0.089%
1/11/2024Raymond James Trust N.A.4,380$510K0.0%-24.1%0.029%
1/5/2024 Lowe Wealth Advisors LLC36,576$4.26M2.1%-1.5%0.238%
1/2/2024Anchor Investment Management LLC257$30K0.0%N/A0.002%
12/1/2023B. Riley Wealth Advisors Inc.7,245$760K0.0%-10.0%0.047%
11/24/2023EP Wealth Advisors LLC17,006$1.78M0.0%-69.1%0.111%
11/16/2023Westside Investment Management Inc.2,195$229K0.1%+148.0%0.014%
11/16/2023Moneta Group Investment Advisors LLC2,220$232K0.0%N/A0.014%
11/15/2023Lido Advisors LLC5,688$594K0.0%N/A0.037%
11/14/2023Mutual Advisors LLC9,143$955K0.0%-1.2%0.060%
11/13/2023Cary Street Partners Investment Advisory LLC516$54K0.0%N/A0.003%
11/13/2023Stifel Financial Corp23,585$2.46M0.0%-1.1%0.154%
11/13/2023LPL Financial LLC307,040$32.08M0.0%+2.6%2.000%
11/13/2023Envestnet Asset Management Inc.35,081$3.67M0.0%+4.1%0.229%
11/13/2023PNC Financial Services Group Inc.179,536$18.76M0.0%-1.6%1.170%
11/9/2023UBS Group AG78,027$8.15M0.0%-9.4%0.508%
11/8/2023HighTower Advisors LLC16,672$1.74M0.0%+4.4%0.109%
11/8/2023Janney Montgomery Scott LLC2,947$308K0.0%+56.2%0.019%
11/8/2023 Banque Cantonale Vaudoise1,500$157K0.0%-31.2%0.010%
11/7/2023Cutler Group LLC CA300$31K0.0%-90.7%0.002%
11/7/2023Savant Capital LLC162,759$17.01M0.3%-0.4%1.060%
11/7/2023Great Valley Advisor Group Inc.13,877$1.45M0.1%-62.7%0.090%
11/7/2023Wealthstar Advisors LLC1,961$205K0.1%N/A0.013%
11/6/2023Sigma Planning Corp13,302$1.39M0.1%-5.3%0.087%
11/3/2023Larson Financial Group LLC4,278$447K0.0%+42.2%0.028%
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11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,243$757K0.1%+13.5%0.047%
11/2/2023Cullen Frost Bankers Inc.7,120$744K0.0%-12.3%0.046%
11/1/2023Ellis Investment Partners LLC8,849$925K0.2%-1.1%0.058%
11/1/2023Money Concepts Capital Corp20,888$2.18M0.2%+1.3%0.136%
10/27/2023Assetmark Inc.286$30K0.0%+90.7%0.002%
10/27/2023TIAA Trust National Association12,645$1.32M0.0%N/A0.082%
10/26/2023Mathes Company Inc.9,000$940K0.4%-2.2%0.059%
10/26/2023Community Bank N.A.24,300$2.54M0.3%N/A0.158%
10/26/2023MTM Investment Management LLC426$45K0.0%-31.9%0.003%
10/25/2023Arkansas Financial Group Inc.2,923$305K0.1%N/A0.019%
(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, 179 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), Advisor Group Holdings Inc. ($15.42M), Commonwealth Equity Services LLC ($12.50M), Wells Fargo & Company MN ($12.33M), and Bank of Montreal Can ($8.19M).Learn more on IYY's institutional investors.

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

Of the 135 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: Money Concepts Capital Corp ($116.12K), Advisor Group Holdings Inc. ($91.88K), Bank of Montreal Can ($78.80K), PNC Financial Services Group Inc. ($66.62K), Raymond James Financial Services Advisors Inc. ($64.99K), Great Valley Advisor Group Inc. ($53.83K), and Wealthstar Advisors LLC ($49.47K).

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

Institutional investors have bought a total of 1,071,161 shares in the last 24 months. This purchase volume represents approximately $108.97M in transactions.

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

Of the 92 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 ($130.44K), Raymond James Financial Services Advisors Inc. ($58.02K), Cambridge Investment Research Advisors Inc. ($55.65K), UBS Group AG ($54.21K), Great Valley Advisor Group Inc. ($43.55K), EP Wealth Advisors LLC ($40.43K), 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 647,803 shares in the last 24 months. This volume of shares sold represents approximately $66.39M in transactions.


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This page (NYSEARCA:IYY) was last updated on 4/24/2024 by MarketBeat.com Staff

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