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

iShares Dow Jones U.S. ETF logo
$186.65 -1.57 (-0.83%)
Closing price 04:10 PM Eastern
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$186.71 +0.06 (+0.03%)
As of 06:15 PM Eastern
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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)
97
Total
Institutional Inflows
(last 12 months)
$141.75M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$32.45M
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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
9/11/2026 Smith Chas P & Associates PA Cpas4,197$765K0.0%+133.2%0.026%
9/9/2026 NewEdge Advisors LLC1,614$294K0.0%-68.2%0.010%
9/9/2026 IFP Advisors Inc1,385$252K0.0%+29.3%0.009%
9/8/2026 Edge Wealth Management LLC1,827$333K0.1%-7.8%0.011%
8/27/2026 Corient Private Wealth LP4,811$877K0.0%+12.5%0.030%
8/21/2026 Continuum Advisory LLC500$91K0.0%N/A0.003%
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%
5/19/2026 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%
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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%
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%
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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%


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 179 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 868,319 shares in the last 24 months. This purchase volume represents approximately $141.75M in transactions.

Of the 92 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 197,502 shares in the last 24 months. This volume of shares sold represents approximately $32.45M in transactions.


Related Companies

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 9/11/2026. New 13F filings are added each quarter as they're published.
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