iShares Dow Jones U.S. ETFIYYETF
13F holders, Q2 2026 (June 30)293holders +14
25new positions
10sold out
2famous investors
$182.30avg. 13F price*
At the end of Q2 2026, 293 institutions reported holding iShares Dow Jones U.S. ETF (IYY) in their 13F filings, up 14 from Q1 2026. 25 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($77.0M), LPL Financial LLC ($61.3M) and Bank of America Corp. ($45.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Dow Jones U.S. ETF
- CUSIP
- 464287846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $21.4M |
| Exits | 10 | $4.5M |
All 13F filers, Q1 2026 → Q2 2026: 276,598 shares bought and 217,486 shares sold, net +59,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 293 holders
| Morgan Stanley | 0.00% | Reduce -0.5% | 422,361 | $77.0M |
| LPL Financial LLC | 0.01% | Add +10.4% | 336,065 | $61.3M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 248,722 | $45.3M |
| Savant Capital, LLC | 0.08% | Reduce -0.1% | 154,494 | $28.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.2% | 139,986 | $25.5M |
| Wells Fargo & Company | 0.00% | Reduce -3.3% | 124,307 | $22.7M |
| Ameriprise Financial Inc. | 0.00% | Add +152.3% | 102,627 | $18.7M |
| Royal Bank of Canada | 0.00% | Add +11.9% | 87,183 | $15.9M |
| Apella Capital, LLC | 0.22% | Reduce -0.5% | 84,331 | $15.4M |
| Osaic Holdings, Inc. | 0.02% | Add +2.7% | 80,777 | $14.7M |
| Rothschild Wealth LLC | 1.05% | Reduce -5.2% | 71,806 | $13.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -26.6% | 70,742 | $12.9M |
| Cetera Investment Advisers | 0.01% | Add +1.3% | 61,828 | $11.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -43.5% | 56,266 | $10.3M |
| UBS Group AG | 0.00% | Reduce -3.2% | 54,703 | $10.0M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -54.8% | 47,683 | $8.7M |
| COFG Advisors, LLC | 1.41% | New | 44,895 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.2% | 44,050 | $8.0M |
| Bank of Montreal | 0.00% | Reduce -0.6% | 40,054 | $7.3M |
| Elevation Capital Advisory, LLC | 2.72% | New | 38,714 | $7.1M |
| FMR LLC | 0.00% | Add +6.0% | 38,171 | $7.0M |
| Creative Planning | 0.00% | Reduce -0.6% | 37,743 | $6.9M |
| Steinberganna Wealth Management | 2.69% | Reduce -0.9% | 36,265 | $6.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.8% | 35,344 | $6.5M |
| MAI Capital Management | 0.02% | Add +8.3% | 33,871 | $6.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 30,220 | $5.5M |
| Money Concepts Capital Corp. | 0.25% | Add +5.6% | 29,949 | $5.5M |
| Aspiriant, LLC | 0.13% | No change | 29,744 | $5.4M |
| Arkansas Financial Group, Inc. | 0.71% | Add +6.2% | 29,721 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +21.2% | 29,703 | $5.4M |
| Fifth Third Bancorp | 0.01% | Reduce -0.1% | 29,510 | $5.4M |
| Focus Partners Wealth | 0.01% | Add +0.1% | 29,467 | $5.4M |
| Merit Financial Group, LLC | 0.03% | No change | 28,750 | $5.2M |
| Captrust Financial Advisors | 0.01% | Add +6.1% | 25,687 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 25,193 | $4.6M |
| DSG Capital Advisors, LLC | 0.65% | No change | 24,800 | $4.5M |
| First Heartland Consultants, Inc. | 0.28% | Reduce -0.3% | 23,497 | $4.3M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.5% | 22,414 | $4.1M |
| Asset Advisors Investment Management, LLC | 0.36% | Reduce -3.6% | 21,249 | $3.9M |
| ASL Financial, LLC | 2.60% | Reduce -0.7% | 20,240 | $3.7M |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 19,853 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -19.3% | 19,746 | $3.6M |
| Lido Advisors, LLC | 0.01% | Reduce -7.0% | 19,592 | $3.6M |
| Ritholtz Wealth Management | 0.05% | Reduce -0.0% | 19,540 | $3.6M |
| AQR Capital Management | 0.00% | Add +40.7% | 18,809 | $3.4M |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 18,553 | $3.4M |
| Ellis Investment Partners, LLC | 0.49% | Add +5.4% | 17,601 | $3.2M |
| NorthRock Partners, LLC | 0.04% | No change | 16,498 | $3.0M |
| Sigma Planning Corp | 0.08% | Add +1.0% | 16,490 | $3.0M |
| Citadel Advisors | 0.00% | Add +25.8% | 16,335 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.0% | 15,225 | $2.8M |
| Coastal Bridge Advisors, LLC | 0.16% | Reduce -4.7% | 14,592 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 14,510 | $2.6M |
| Finley Financial, LLC | 1.03% | Reduce -6.7% | 14,017 | $2.6M |
| Brown Advisory Inc. | 0.00% | Add +42.0% | 12,784 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -4.0% | 12,671 | $2.3M |
| Greykasell Wealth Strategies, Inc. | 0.81% | Reduce -0.4% | 12,166 | $2.2M |
| Sage Investment Advisers LLC | 1.48% | Add +0.1% | 12,107 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -11.9% | 11,875 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +46.1% | 11,049 | $2.0M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.70% | Reduce -0.5% | 10,568 | $1.9M |
| Thomasville National Bank | 0.10% | — | 10,335 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 10,059 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.5% | 9,960 | $1.8M |
| KERR FINANCIAL PLANNING Corp | 1.99% | Reduce -0.3% | 9,769 | $1.8M |
| Kaydan Wealth Management, Inc. | 0.52% | No change | 9,273 | $1.7M |
| IHT Wealth Management, LLC | 0.04% | Reduce -0.2% | 9,189 | $1.7M |
| Kelman-Lazarov, Inc. | 0.21% | Reduce -0.1% | 8,838 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.9% | 8,621 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +4.0% | 8,470 | $1.5M |
| Fayez Sarofim & Co | 0.00% | No change | 8,000 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.2% | 7,363 | $1.3M |
| Novak & Powell Financial Services, Inc. | 0.63% | No change | 7,332 | $1.3M |
| Mathes Company, Inc. | 0.39% | No change | 6,900 | $1.3M |
| Clark Asset Management, LLC | 0.10% | Add +94.9% | 6,900 | $1.3M |
| Ibex Wealth Advisors | 0.10% | Add +0.5% | 6,655 | $1.2M |
| NWF Advisory Services Inc. | 0.11% | No change | 6,530 | $1.2M |
| Cortland Associates Inc. | 0.17% | No change | 6,502 | $1.2M |
| Legacy Capital Group California, Inc. | 0.35% | Add +0.2% | 6,354 | $1.2M |
| NorthCoast Asset Management LLC | 0.03% | Add +0.2% | 6,353 | $1.2M |
| GenWealth Group, Inc. | 0.18% | Reduce -0.9% | 6,310 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -75.2% | 6,157 | $1.1M |
| Founders Financial Securities LLC | 0.06% | Reduce -1.0% | 6,142 | $1.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -4.4% | 6,137 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +114.5% | 6,081 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +6.0% | 6,008 | $1.1M |
| Waverly Advisors, LLC | 0.01% | No change | 6,000 | $1.1M |
| CIBC Bancorp USA Inc. | 0.00% | Add +0.8% | 5,924 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.0% | 5,855 | $1.1M |
| Rik Saylor Financial, Inc. | 0.71% | No change | 5,843 | $1.1M |
| Bawa N Mallick Trust | 0.34% | No change | 5,750 | $1.0M |
| National Bank of Canada | 0.00% | No change | 5,697 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 5,635 | $1.0M |
| Centric Wealth Management | 0.16% | No change | 5,854 | $1.0M |
| V2 Financial group LLC | 0.37% | No change | 5,500 | $1.0M |
| Northern Trust Corp. | 0.00% | Reduce -1.8% | 5,430 | $990K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,421 | $986K |
| Riverbend Wealth Management, LLC | 0.50% | No change | 5,400 | $984K |
| Chung Wu Investment Group, LLC | 0.63% | Reduce -27.7% | 5,220 | $952K |
| Patten & Patten Inc. | 0.05% | No change | 5,107 | $931K |
"% of holder's portfolio" is IYY's weight in each manager's 13F, not the share of iShares Dow Jones U.S. ETF the manager owns.