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

iShares Dow Jones U.S. ETF logo
$181.68 +0.95 (+0.53%)
As of 10:39 AM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Dow Jones U.S. ETF (NYSEARCA:IYY)

Number of
Institutional Buyers
(last 12 months)
112
Total
Institutional Inflows
(last 12 months)
$156.64M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$47.54M
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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
7/10/2026 GenWealth Group Inc.6,310$1.15M0.2%-0.9%0.039%
7/8/2026 First Heartland Consultants Inc.23,497$4.28M0.3%-0.3%0.144%
7/8/2026 Finley Financial LLC14,017$2.56M1.0%-6.7%0.086%
7/8/2026 Apella Capital LLC84,331$15.37M0.2%-0.5%0.516%
7/8/2026 Clark Asset Management LLC6,900$1.26M0.1%+94.9%0.042%
7/8/2026 Evanson 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%
5/6/2026 Independent 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%
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%
4/29/2026 KERR 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%
4/20/2026 Apella 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%
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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%
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%
2/10/2026 Sage 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%
2/9/2026Mathes Company Inc.6,900$1.14M0.4%-22.5%0.042%
2/6/2026PNC Financial Services Group Inc.143,161$23.74M0.0%-1.1%0.868%
2/6/2026HighTower Advisors LLC14,445$2.40M0.0%+4.6%0.088%
2/5/2026Guardian Capital LLC4,747$787K0.7%N/A0.029%
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2/5/2026AlphaCore Capital LLC300$50K0.0%N/A0.002%
2/5/2026Kapstone Financial Advisors LLC1,251$207K0.1%N/A0.008%
2/5/2026SkyOak Wealth LLC3,730$618K0.1%-4.1%0.023%
2/5/2026Allworth Financial LP1,864$309K0.0%-11.7%0.011%
2/4/2026Money Concepts Capital Corp28,630$4.75M0.3%+11.6%0.174%
2/3/2026Silver Oak Advisory Group Inc.2,416$400K0.2%-4.8%0.015%
2/2/2026Truist Financial Corp19,172$3.18M0.0%+1.3%0.116%
2/2/2026Ellis Investment Partners LLC16,527$2.74M0.5%+5.8%0.100%
2/2/2026Mutual Advisors LLC4,474$742K0.0%-8.0%0.027%
1/30/2026Sigma Planning Corp10,868$1.80M0.0%+2.6%0.066%


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 ($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 967,789 shares in the last 24 months. This purchase volume represents approximately $156.64M 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 298,284 shares in the last 24 months. This volume of shares sold represents approximately $47.54M in transactions.


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This page (NYSEARCA:IYY) was last updated on 7/21/2026 by MarketBeat.com Staff.
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