iShares Dow Jones U.S. ETFIYYETF
13F holders, Q1 2024 (March 31)222holders
1famous investor
$128.10avg. 13F price*
At the end of Q1 2024, 222 institutions reported holding iShares Dow Jones U.S. ETF (IYY) in their 13F filings. The largest holders were Morgan Stanley ($58.7M), LPL Financial LLC ($40.5M) and PNC Financial Services Group, Inc. ($28.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $9.3M |
| Exits | 13 | $8.9M |
Ownership 222 holders
| Morgan Stanley | 0.00% | Reduce -2.4% | 458,431 | $58.7M |
| LPL Financial LLC | 0.02% | Add +0.5% | 316,177 | $40.5M |
| PNC Financial Services Group, Inc. | 0.02% | Add +3.7% | 219,954 | $28.2M |
| Savant Capital, LLC | 0.24% | Reduce -0.5% | 164,329 | $21.0M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 131,388 | $16.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.0% | 124,279 | $15.9M |
| Sharp Wealth Advisory, LLC | 14.09% | Add +9.5% | 118,283 | $15.2M |
| Wells Fargo & Company | 0.00% | Add +4.8% | 110,816 | $14.2M |
| Royal Bank of Canada | 0.00% | Add +4.1% | 96,625 | $12.4M |
| UBS Group AG | 0.00% | Reduce -1.3% | 66,075 | $8.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.3% | 63,159 | $8.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.9% | 49,216 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +1066.6% | 44,681 | $5.7M |
| Citadel Advisors | 0.01% | New | 43,072 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.0% | 39,873 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.8% | 39,871 | $5.1M |
| Creative Planning | 0.01% | Reduce -2.3% | 39,536 | $5.1M |
| Captrust Financial Advisors | 0.02% | Reduce -5.1% | 38,287 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +124.8% | 37,940 | $4.9M |
| Wedbush Securities Inc. | 0.18% | Reduce -4.2% | 37,861 | $4.8M |
| Lowe Wealth Advisors, LLC | 2.16% | Reduce -1.1% | 36,158 | $4.6M |
| Raymond James & Associates | 0.00% | Reduce -0.8% | 35,558 | $4.6M |
| Comerica Bank | 0.02% | Reduce -0.3% | 33,745 | $4.3M |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 32,433 | $4.2M |
| TD Waterhouse Canada Inc. | 0.03% | Add +9.7% | 28,764 | $4.1M |
| Aspiriant, LLC | 0.16% | No change | 29,744 | $3.8M |
| Merit Financial Group, LLC | 0.08% | No change | 28,465 | $3.6M |
| Bank of Montreal | 0.00% | Reduce -51.8% | 26,972 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | Add +52.5% | 24,674 | $3.2M |
| Asset Advisors Investment Management, LLC | 0.35% | No change | 24,300 | $3.1M |
| Money Concepts Capital Corp. | 0.28% | Add +10.6% | 23,946 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.1% | 23,889 | $3.1M |
| First Heartland Consultants, Inc. | 0.31% | Reduce -9.0% | 23,601 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -5.9% | 22,077 | $2.8M |
| FMR LLC | 0.00% | Add +6.0% | 21,869 | $2.8M |
| GeoWealth Management, LLC | 0.11% | Add +939.9% | 21,806 | $2.8M |
| TrinityPoint Wealth, LLC | 0.44% | Reduce -0.1% | 20,780 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -31.6% | 18,838 | $2.4M |
| NorthRock Partners, LLC | 0.09% | No change | 17,338 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -2.5% | 17,330 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.5% | 16,318 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 16,088 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.2% | 15,544 | $2.0M |
| Ritholtz Wealth Management | 0.07% | No change | 14,817 | $1.9M |
| Thomasville National Bank | 0.14% | Reduce -3.5% | 13,209 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +22.6% | 12,757 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.0% | 12,423 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +79.3% | 12,200 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +60.6% | 12,063 | $1.5M |
| Sage Investment Advisers LLC | 1.76% | Add +0.0% | 11,978 | $1.5M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.71% | Reduce -1.1% | 11,156 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.2% | 11,038 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +4.8% | 10,382 | $1.3M |
| Ellis Investment Partners, LLC | 0.27% | Add +10.7% | 9,796 | $1.3M |
| Tiaa Trust, National Association | 0.00% | Reduce -21.5% | 9,739 | $1.2M |
| Carnegie Investment Counsel | 0.04% | Add +4.5% | 9,382 | $1.2M |
| Seven Mile Advisory | 0.90% | No change | 9,306 | $1.2M |
| Kaydan Wealth Management, Inc. | 0.41% | No change | 9,292 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 9,094 | $1.2M |
| Mathes Company, Inc. | 0.44% | No change | 9,000 | $1.2M |
| Kelman-Lazarov, Inc. | 0.22% | No change | 8,850 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +31.2% | 8,744 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Reduce -0.2% | 8,214 | $1.1M |
| Mariner, LLC | 0.00% | No change | 8,053 | $1.0M |
| Fayez Sarofim & Co | 0.00% | No change | 8,000 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -0.4% | 7,871 | $1.0M |
| Novak & Powell Financial Services, Inc. | 0.74% | No change | 7,732 | $990K |
| GenWealth Group, Inc. | 0.25% | Reduce -1.5% | 7,645 | $979K |
| Northern Trust Corp. | 0.00% | Add +46.6% | 7,550 | $967K |
| SpiderRock Advisors, LLC | 0.03% | — | 7,600 | $954K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.3% | 7,196 | $922K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.2% | 7,088 | $908K |
| Sunbelt Securities, Inc. | 0.10% | Reduce -21.0% | 7,034 | $901K |
| National Bank of Canada | 0.00% | No change | 6,970 | $886K |
| Founders Financial Securities LLC | 0.09% | Add +4.0% | 6,873 | $880K |
| Focus Partners Wealth | 0.01% | New | 7,186 | $878K |
| Lido Advisors, LLC | 0.01% | No change | 6,831 | $875K |
| Cortland Associates Inc. | 0.11% | Reduce -3.5% | 6,723 | $861K |
| CIBC Private Wealth Group LLC | 0.00% | Add +71.7% | 6,636 | $847K |
| NWF Advisory Services Inc. | 0.14% | No change | 6,530 | $836K |
| Sonata Capital Group Inc. | 0.35% | No change | 6,049 | $775K |
| Centric Wealth Management | 0.25% | Add +0.2% | 6,305 | $773K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -14.4% | 6,014 | $770K |
| Brass Tax Wealth Management, Inc. | 0.40% | — | 6,000 | $769K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +13.8% | 7,245 | $760K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 5,884 | $754K |
| V2 Financial group LLC | 0.51% | No change | 5,800 | $743K |
| Washburn Capital Management, Inc. | 0.54% | Reduce -4.1% | 5,701 | $730K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -14.4% | 5,478 | $702K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -29.0% | 5,436 | $696K |
| Farther Finance Advisors, LLC | 0.04% | Add +0.4% | 5,302 | $677K |
| Janney Montgomery Scott LLC | 0.00% | Add +116.8% | 5,184 | $664K |
| Narus Financial Partners, LLC | 0.28% | No change | 5,176 | $663K |
| Ballew Advisors, Inc | 0.42% | No change | 4,865 | $612K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.4% | 4,726 | $605K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.0% | 4,605 | $590K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -8.2% | 4,510 | $578K |
| Synovus Financial Corp. | 0.01% | Add +0.2% | 4,460 | $571K |
| Fortitude Advisory Group L.L.C. | 0.32% | No change | 4,454 | $571K |
| Raymond James Trust N.A. | 0.01% | No change | 4,380 | $561K |
"% 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.