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

iShares Dow Jones U.S. ETF logo
$189.02 -0.08 (-0.04%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$189.00 -0.02 (-0.01%)
As of 10/13/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
101
Total
Institutional Inflows
(last 12 months)
$146.52M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$32.40M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Fagan Associates Inc.1,400$260K0.0%N/A0.009%
10/9/2026Wedmont Private Capital6,524$1.23M0.0%+378.7%0.040%
10/9/2026First Heartland Consultants Inc.23,274$4.32M0.3%N/A0.143%
10/8/2026Farther Finance Advisors LLC8,947$1.66M0.0%+3.8%0.055%
10/8/2026Apella Capital LLC84,157$15.90M0.2%-0.2%0.516%
10/6/2026Bangor Savings Bank472$88K0.0%N/A0.003%
10/5/2026Ballew Advisors Inc3,290$616K0.3%-2.9%0.020%
9/23/2026Envestnet Asset Management Inc.44,050$8.03M0.0%+1.2%0.270%
9/11/2026Smith Chas P & Associates PA Cpas4,197$765K0.0%+133.2%0.026%
9/9/2026NewEdge Advisors LLC1,614$294K0.0%-68.2%0.010%
9/9/2026IFP Advisors Inc1,385$252K0.0%+29.3%0.009%
9/8/2026Edge Wealth Management LLC1,827$333K0.1%-7.8%0.011%
8/27/2026Corient Private Wealth LP4,811$877K0.0%+12.5%0.030%
8/21/2026Continuum Advisory LLC500$91K0.0%N/A0.003%
7/10/2026GenWealth Group Inc.6,310$1.15M0.2%-0.9%0.039%
7/8/2026First Heartland Consultants Inc.23,497$4.28M0.3%-0.3%0.144%
7/8/2026Finley Financial LLC14,017$2.56M1.0%-6.7%0.086%
7/8/2026Apella Capital LLC84,331$15.37M0.2%-0.5%0.516%
7/8/2026Clark Asset Management LLC6,900$1.26M0.1%+94.9%0.042%
7/8/2026Evanson Financial LLC3,439$627K0.0%N/A0.021%
5/19/2026Bank of America Corp DE249,037$39.46M0.0%+27.5%1.523%
5/18/2026Royal Bank of Canada77,895$12.34M0.0%+1.3%0.476%
5/16/2026Quantinno Capital Management LP2,835$449K0.0%-5.0%0.017%
5/15/2026Waverly Advisors LLC6,000$951K0.0%-2.4%0.037%
5/15/2026Boreal Capital Management LLC700$111K0.1%-66.9%0.004%
5/14/2026Lido Advisors LLC21,058$3.34M0.0%-2.2%0.129%
5/13/2026Cetera Investment Advisers61,041$9.67M0.0%-1.5%0.373%
5/8/2026PNC Financial Services Group Inc.140,296$22.23M0.0%-2.0%0.858%
5/6/2026Independent Financial Group LLC2,007$318K0.0%N/A0.012%
5/5/2026Bank of New York Mellon Corp30,227$4.79M0.0%-4.5%0.185%
5/5/2026Geneos Wealth Management Inc.1,478$234K0.0%-8.8%0.009%
5/5/2026Sanctuary Advisors LLC1,384$219K0.0%-42.8%0.008%
5/5/2026Sigma Planning Corp16,321$2.59M0.1%+50.2%0.100%
5/4/2026V2 Financial group LLC5,500$871K0.4%-5.2%0.034%
5/4/2026One Wealth Map LLC2,000$351K0.2%-11.9%0.012%
5/2/2026Silver Oak Advisory Group Inc.2,339$370K0.2%-3.2%0.014%
5/1/2026Fifth Third Bancorp29,537$4.68M0.0%+8,150.6%0.181%
4/30/2026Sonata Capital Group Inc.2,265$359K0.1%-39.8%0.014%
4/30/2026Ibex Wealth Advisors6,624$1.05M0.1%N/A0.041%
4/30/2026Kestra Advisory Services LLC105,487$16.71M0.1%+202.5%0.645%
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4/30/2026Money Concepts Capital Corp28,362$4.49M0.2%-0.9%0.173%
4/30/2026Mine & Arao Wealth Creation & Management LLC.10,620$1.68M0.7%-0.7%0.065%
4/29/2026KERR FINANCIAL PLANNING Corp9,794$1.69M2.1%+3.2%0.060%
4/28/2026Wealthstar Advisors LLC1,937$307K0.1%-4.6%0.012%
4/27/2026Private Advisor Group LLC24,797$3.93M0.0%-1.3%0.152%
4/25/2026Clarity Wealth Advisors LLC1,917$304K0.1%-9.5%0.012%
4/24/2026Financial Life Planners510$81K0.1%N/A0.003%
4/22/2026Janney Montgomery Scott LLC4,629$734K0.0%-2.1%0.028%
4/20/2026Ritholtz Wealth Management19,542$3.10M0.1%+38.5%0.120%
4/20/2026Apella Capital LLC84,787$14.67M0.2%-1.2%0.519%
4/17/2026Signal Advisors Wealth LLC3,513$557K0.0%-21.1%0.022%
3/17/2026Rockefeller Capital Management L.P.9,737$1.62M0.0%+303.7%0.059%
3/9/2026Corient Private Wealth LLC4,224$700K0.0%+35.3%0.026%
3/2/2026Reflection Asset Management1,844$309K0.2%N/A0.011%
2/20/2026Kovitz Investment Group Partners LLC6,327$1.05M0.0%-55.4%0.038%
2/18/2026Ameriflex Group Inc.588$97K0.1%-50.0%0.004%
2/18/2026Mercer Global Advisors Inc. ADV11,639$1.93M0.0%+0.8%0.071%
2/18/2026EP Wealth Advisors LLC22,709$3.77M0.0%N/A0.138%
2/18/2026Coastal Bridge Advisors LLC15,607$2.59M0.2%-3.2%0.095%
2/18/2026NewEdge Advisors LLC5,025$833K0.0%-9.9%0.030%
2/18/2026KKM Financial LLC1,878$311K0.1%-17.4%0.011%
2/17/2026AQR Capital Management LLC13,865$2.30M0.0%+19.8%0.084%
2/17/2026EFG International AG957$159K0.0%N/A0.006%
2/17/2026Cetera Investment Advisers61,977$10.28M0.0%+3.1%0.376%
2/17/2026Equitable Holdings Inc.5,066$840K0.0%+3.2%0.031%
2/17/2026Osaic Holdings Inc.63,327$10.50M0.0%+2.2%0.384%
2/17/2026Advisory Services Network LLC4,503$747K0.0%-14.1%0.027%
2/17/2026Private Advisor Group LLC25,111$4.16M0.0%+0.8%0.152%
2/17/2026Captrust Financial Advisors24,131$4.00M0.0%+4.3%0.146%
2/17/2026&PARTNERS2,326$386K0.0%N/A0.014%
2/17/2026Royal Bank of Canada76,877$12.75M0.0%+5.8%0.466%
2/16/2026Focus Partners Wealth30,109$4.99M0.0%+89.2%0.182%
2/16/2026Arax Advisory Partners284$47K0.0%N/A0.002%
2/16/2026Aptus Capital Advisors LLC160$27K0.0%N/A0.001%
2/13/2026Kestra Advisory Services LLC34,866$5.78M0.0%+20.9%0.211%
2/13/2026Stifel Financial Corp19,487$3.23M0.0%-5.1%0.118%
2/13/2026Morgan Stanley437,954$72.62M0.0%-3.4%2.654%
2/13/2026Arkadios Wealth Advisors1,685$279K0.0%N/A0.010%
2/13/2026Wells Fargo & Company MN131,348$21.78M0.0%-2.5%0.796%
2/13/2026Wealthspire Advisors LLC3,405$565K0.0%+106.1%0.021%
2/12/2026Federation des caisses Desjardins du Quebec5,458$905K0.0%+20.2%0.033%
2/12/2026Burke & Herbert Bank & Trust Co.2,382$395K0.1%-3.2%0.014%
2/12/2026Commonwealth Equity Services LLC100,199$16.61M0.0%-10.0%0.607%
2/12/2026Rik Saylor Financial Inc.5,956$988K0.7%-3.0%0.036%
2/12/2026Steward 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%
2/12/2026Wedbush Securities Inc.3,219$534K0.0%-28.8%0.020%
2/12/2026Bank of Montreal Can39,171$6.50M0.0%-1.0%0.237%
2/12/2026Great Valley Advisor Group Inc.2,616$434K0.0%-2.5%0.016%
2/11/2026Simplex Trading LLC933$155K0.0%N/A0.006%
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2/11/2026LPL Financial LLC311,581$51.66M0.0%-6.8%1.888%
2/11/2026JPMorgan Chase & Co.25,039$4.15M0.0%+3.2%0.152%
2/11/2026Greykasell Wealth Strategies Inc.12,291$2.04M0.8%-4.5%0.074%
2/11/2026J.W. Cole Advisors Inc.5,806$963K0.0%-4.9%0.035%
2/10/2026Lido Advisors LLC21,529$3.50M0.0%+0.3%0.130%
2/10/2026Goldman Sachs Group Inc.36,605$6.07M0.0%-6.8%0.222%
2/10/2026Sage Investment Advisers LLC12,071$2.00M1.5%N/A0.073%
2/10/2026Rothschild Wealth LLC78,127$12.95M1.2%N/A0.473%
2/10/2026Savant Capital LLC154,912$25.69M0.1%-0.3%0.939%
2/10/2026Foundations Investment Advisors LLC1,885$313K0.0%N/A0.011%


IYY Institutional Ownership - Frequently Asked Questions

During the previous two years, 245 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 180 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 ($170.97K), 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 895,374 shares in the last 24 months. This purchase volume represents approximately $146.86M in transactions.

Of the 91 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: Ameriprise Financial Inc. ($36.03K), LPL Financial LLC ($22.60K), Morgan Stanley ($15.24K), Commonwealth Equity Services LLC ($14.89K), Greykasell Wealth Strategies Inc. ($8.68K), Kovitz Investment Group Partners LLC ($7.86K), and PNC Financial Services Group Inc. ($6.48K).

Institutional investors have sold a total of 197,353 shares in the last 24 months. This volume of shares sold represents approximately $32.43M in transactions.


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Institutional ownership data for NYSEARCA:IYY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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