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 |
| Arkansas Financial Group, Inc. | 0.10% | Add +38.2% | 4,281 | $548K |
| Flow Traders U.S. LLC | 0.03% | New | 4,271 | $547K |
| Sovereign Financial Group, Inc. | 0.14% | No change | 4,182 | $536K |
| Heritage Investment Group, Inc. | 0.07% | No change | 4,094 | $524K |
| Corient Private Wealth LP | 0.00% | Reduce -6.9% | 4,044 | $518K |
| Garner Asset Management Corp | 0.20% | Add +0.2% | 4,020 | $515K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,779 | $484K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 3,757 | $481K |
| Princeton Global Asset Management LLC | 0.11% | No change | 3,600 | $461K |
| Larson Financial Group LLC | 0.04% | Add +0.2% | 3,548 | $454K |
| Evanson Asset Management, LLC | 0.03% | Add +0.3% | 3,361 | $430K |
| CCG Wealth Management, LLC | 0.25% | Reduce -0.4% | 3,302 | $423K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 3,284 | $421K |
| Nottingham Advisors, Inc. | 0.05% | No change | 3,234 | $414K |
| Edge Wealth Management LLC | 0.09% | No change | 3,200 | $410K |
| Burke & Herbert Bank & Trust Co. | 0.31% | Reduce -7.1% | 3,175 | $407K |
| Main Street Research LLC | 0.03% | Reduce -11.3% | 3,020 | $387K |
| Apollon Financial, LLC | 0.13% | Add +0.2% | 3,016 | $386K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.22% | No change | 3,000 | $384K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +46.6% | 2,976 | $381K |
| Fiduciary Alliance LLC | 0.07% | Add +0.2% | 2,979 | $380K |
| Financial Partners Group, Inc | 0.06% | No change | 2,846 | $364K |
| Members Trust Co | 0.01% | No change | 2,840 | $364K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,818 | $361K |
| Cwm, LLC | 0.00% | Reduce -6.4% | 2,782 | $356K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -10.3% | 2,762 | $354K |
| Silver Oak Advisory Group, Inc. | 0.19% | Reduce -7.8% | 2,674 | $343K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 2,544 | $326K |
| Equitable Holdings, Inc. | 0.00% | Add +4.5% | 2,449 | $314K |
| Eagle Harbor Asset Management Inc. | 0.33% | No change | 2,426 | $311K |
| US Bancorp \de | 0.00% | Add +96.0% | 2,415 | $309K |
| Westside Investment Management, Inc. | 0.07% | Add +6.8% | 2,345 | $300K |
| Aspect Partners, LLC | 0.24% | No change | 2,342 | $300K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -1.7% | 2,331 | $299K |
| Penobscot Wealth Management | 0.19% | No change | 2,308 | $296K |
| Clarity Wealth Advisors, LLC | 0.10% | No change | 2,310 | $296K |
| Cooper/Haims Advisors, LLC | 0.17% | Reduce -12.5% | 2,297 | $294K |
| Melfa Wealth Management, Inc. | 0.21% | Reduce -2.1% | 2,271 | $291K |
| Hubbell Strickland Wealth Management, LLC | 0.15% | Add +0.1% | 2,259 | $289K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 2,255 | $289K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -3.7% | 2,247 | $288K |
| Private Wealth Partners, LLC | 0.02% | No change | 2,200 | $282K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.9% | 2,200 | $282K |
| Yoder Wealth Management, Inc. | 0.18% | No change | 2,190 | $281K |
| Essex LLC | 0.06% | Reduce -21.7% | 2,170 | $278K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -15.4% | 2,170 | $278K |
| InterOcean Capital Group, LLC | 0.01% | No change | 2,150 | $275K |
| Principal Securities, Inc. | 0.01% | Add +25.6% | 2,125 | $272K |
| Legacy Financial Group, Inc. | 0.11% | No change | 2,112 | $271K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,107 | $270K |
| Planned Solutions, Inc. | 0.13% | No change | 2,106 | $270K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.9% | 2,090 | $268K |
| Watts Gwilliam & Co., LLC | 0.08% | — | 2,083 | $266K |
| AE Wealth Management LLC | 0.00% | Reduce -70.6% | 2,069 | $265K |
| Centaurus Financial, Inc. | 0.02% | Reduce -6.2% | 2,032 | $260K |
| Sandy Cove Advisors, LLC | 0.11% | No change | 1,923 | $246K |
| Lake Street Private Wealth, LLC | 0.03% | No change | 1,913 | $245K |
| Gray Wealth Management Inc. | 0.11% | No change | 1,866 | $239K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 1,845 | $236K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 1,828 | $234K |
| North Star Asset Management Inc. | 0.01% | No change | 1,800 | $231K |
| Jane Street Group, LLC | 0.00% | Reduce -18.4% | 1,724 | $221K |
| One Day In July LLC | 0.03% | New | 1,651 | $211K |
| Insigneo Advisory Services, LLC | 0.03% | New | 1,650 | $211K |
| SC&H Financial Advisors, Inc. | 0.05% | New | 1,636 | $210K |
| Silver Oak Securities, Incorporated | 0.03% | New | 1,627 | $208K |
| BLB&B Advisors, LLC | 0.01% | New | 1,620 | $208K |
| Foundations Investment Advisors, LLC | 0.01% | New | 1,609 | $206K |
| Destination Wealth Management | 0.01% | New | 1,589 | $204K |
| Advisory Services Network, LLC | 0.00% | Add +3.8% | 1,576 | $202K |
| Banque Cantonale Vaudoise | 0.01% | No change | 1,500 | $192K |
| SRH Advisors, LLC | 0.06% | No change | 1,450 | $186K |
| Trifecta Capital Advisors, LLC | 0.04% | New | 1,370 | $175K |
| Global Retirement Partners, LLC | 0.01% | Add +20.2% | 1,349 | $173K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,124 | $144K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,108 | $142K |
| Avior Wealth Management, LLC | 0.01% | New | 1,106 | $142K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.3% | 1,060 | $136K |
| Garde Capital, Inc. | 0.01% | No change | 930 | $119K |
| UMB Bank, n.a. | 0.00% | New | 892 | $114K |
| Tucker Asset Management LLC | 0.03% | New | 890 | $114K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -16.7% | 833 | $107K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 800 | $102K |
| Integrity Financial Corp | 0.06% | No change | 738 | $95K |
| Qube Research & Technologies Ltd | 0.00% | No change | 607 | $78K |
| Nemes Rush Group LLC | 0.01% | No change | 602 | $77K |
| Blair William & Co. | 0.00% | No change | 510 | $65K |
| Spire Wealth Management | 0.00% | Add +0.4% | 510 | $65K |
| AdvisorNet Financial, Inc | 0.01% | No change | 480 | $61K |
| Syntax Research, Inc. | 0.05% | No change | 472 | $60K |
| Bangor Savings Bank | 0.01% | No change | 472 | $60K |
| Montag A & Associates Inc. | 0.00% | No change | 437 | $56K |
| Hexagon Capital Partners LLC | 0.01% | No change | 428 | $55K |
| Townsend Asset Management Corp. /NC/ | 0.02% | No change | 400 | $51K |
| St Germain D J Co. Inc. | 0.00% | No change | 364 | $47K |
| Fifth Third Bancorp | 0.00% | Reduce -60.0% | 358 | $46K |
| McClarren Financial Advisors, Inc. | 0.03% | Add +0.3% | 291 | $38K |
| MTM Investment Management, LLC | 0.01% | No change | 270 | $35K |
| Anchor Investment Management, LLC | 0.00% | No change | 257 | $33K |
| Main Street Group, LTD | 0.02% | Reduce -3.9% | 246 | $31K |
| Private Capital Management LLC | 0.01% | Add +0.5% | 221 | $28K |
| Glassman Wealth Services | 0.01% | No change | 200 | $26K |
| Retirement Group, LLC | 0.01% | No change | 185 | $24K |
| McIlrath & Eck, LLC | 0.00% | No change | 163 | $21K |
| West Financial Advisors, LLC | 0.00% | No change | 160 | $20K |
| EPG Wealth Management LLC | 0.00% | Reduce -39.4% | 154 | $20K |
| First Horizon Advisors, Inc. | 0.00% | No change | 136 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 130 | $17K |
| HighMark Wealth Management LLC | 0.01% | No change | 114 | $15K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 100 | $13K |
| Signaturefd, LLC | 0.00% | New | 90 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 66 | $8K |
| Dunhill Financial, LLC | 0.01% | No change | 63 | $8K |
| Country Trust Bank | 0.00% | No change | 54 | $7K |
| Credential Qtrade Securities Inc. | 0.00% | Add +8.7% | 50 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 40 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 38 | $5K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 33 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 30 | $4K |
| Private Trust Co. NA | 0.00% | New | 25 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -33.3% | 2 | $256 |
"% 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.