iShares Dow Jones U.S. ETFIYYETF
13F holders, Q2 2024 (June 30)221holders −1
14new positions
13sold out
1famous investor
$132.30avg. 13F price*
At the end of Q2 2024, 221 institutions reported holding iShares Dow Jones U.S. ETF (IYY) in their 13F filings, down 1 from Q1 2024. 14 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($60.8M), LPL Financial LLC ($43.5M) and PNC Financial Services Group, Inc. ($26.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.9M |
| Exits | 13 | $7.1M |
All 13F filers, Q1 2024 → Q2 2024: 155,966 shares bought and 204,666 shares sold, net −48,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 221 holders
| Morgan Stanley | 0.00% | Add +0.2% | 459,202 | $60.8M |
| LPL Financial LLC | 0.02% | Add +3.9% | 328,481 | $43.5M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -9.8% | 198,452 | $26.3M |
| Savant Capital, LLC | 0.21% | Reduce -3.1% | 159,300 | $21.1M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 127,347 | $16.8M |
| Sharp Wealth Advisory, LLC | 14.05% | Add +4.7% | 123,806 | $16.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.9% | 119,429 | $15.8M |
| Wells Fargo & Company | 0.00% | Add +1.7% | 112,670 | $14.9M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 101,686 | $13.5M |
| UBS Group AG | 0.00% | Reduce -0.5% | 65,769 | $8.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -13.5% | 54,627 | $7.2M |
| Cetera Investment Advisers | 0.02% | Add +17.7% | 52,600 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +21.8% | 48,555 | $6.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -8.3% | 45,136 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.7% | 42,924 | $5.7M |
| Creative Planning | 0.01% | Add +0.1% | 39,580 | $5.2M |
| Wedbush Securities Inc. | 0.19% | Add +4.1% | 39,410 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 37,907 | $5.0M |
| Lowe Wealth Advisors, LLC | 2.14% | Reduce -1.6% | 35,581 | $4.7M |
| Comerica Bank | 0.02% | Add +0.3% | 33,863 | $4.5M |
| Raymond James & Associates | 0.00% | Reduce -12.9% | 30,982 | $4.1M |
| Aspiriant, LLC | 0.16% | No change | 29,744 | $3.9M |
| Merit Financial Group, LLC | 0.08% | No change | 28,465 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.6% | 28,352 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +12.7% | 27,812 | $3.7M |
| Bank of Montreal | 0.00% | Reduce -1.1% | 26,681 | $3.5M |
| Kingsview Wealth Management, LLC | 0.08% | Add +985.8% | 24,485 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +1.6% | 24,280 | $3.2M |
| Money Concepts Capital Corp. | 0.27% | Add +0.9% | 24,163 | $3.2M |
| Asset Advisors Investment Management, LLC | 0.34% | Reduce -1.7% | 23,885 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -38.0% | 23,725 | $3.1M |
| First Heartland Consultants, Inc. | 0.31% | Reduce -1.1% | 23,345 | $3.1M |
| FMR LLC | 0.00% | Add +6.3% | 23,255 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +17.6% | 22,144 | $2.9M |
| TrinityPoint Wealth, LLC | 0.43% | Reduce -0.2% | 20,731 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -6.8% | 20,564 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +67.8% | 20,470 | $2.7M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -39.0% | 17,560 | $2.3M |
| NorthRock Partners, LLC | 0.09% | No change | 17,338 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 17,252 | $2.3M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.3% | 15,873 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.9% | 15,841 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -66.2% | 14,541 | $1.9M |
| Ritholtz Wealth Management | 0.06% | Reduce -4.8% | 14,107 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +19.1% | 12,370 | $1.6M |
| Thomasville National Bank | 0.13% | Reduce -6.5% | 12,351 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.6% | 12,231 | $1.6M |
| Sage Investment Advisers LLC | 1.78% | Reduce -0.4% | 11,930 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.2% | 12,729 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -5.9% | 11,356 | $1.5M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.73% | Add +1.1% | 11,274 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 11,167 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 11,065 | $1.5M |
| Ellis Investment Partners, LLC | 0.29% | Add +6.8% | 10,462 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +29.9% | 9,336 | $1.3M |
| Seven Mile Advisory | 0.91% | No change | 9,306 | $1.2M |
| Kaydan Wealth Management, Inc. | 0.44% | No change | 9,292 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Add +467.9% | 9,137 | $1.2M |
| New Wave Wealth Advisors LLC | 0.65% | — | 9,097 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 9,094 | $1.2M |
| Mathes Company, Inc. | 0.44% | No change | 9,000 | $1.2M |
| Mariner, LLC | 0.00% | Add +11.5% | 8,980 | $1.2M |
| Kelman-Lazarov, Inc. | 0.22% | No change | 8,850 | $1.2M |
| Fayez Sarofim & Co | 0.00% | No change | 8,000 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Reduce -4.9% | 7,808 | $1.0M |
| Assetmark, Inc. | 0.00% | New | 7,801 | $1.0M |
| Novak & Powell Financial Services, Inc. | 0.64% | No change | 7,732 | $1.0M |
| Lido Advisors, LLC | 0.01% | Add +13.1% | 7,726 | $1.0M |
| Tiaa Trust, National Association | 0.00% | Reduce -21.3% | 7,669 | $1.0M |
| SpiderRock Advisors, LLC | 0.03% | No change | 7,600 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -4.7% | 7,498 | $996K |
| GenWealth Group, Inc. | 0.24% | Reduce -3.7% | 7,362 | $974K |
| Arkansas Financial Group, Inc. | 0.17% | Add +71.0% | 7,322 | $969K |
| MML Investors Services, LLC | 0.00% | Reduce -17.1% | 7,244 | $958K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.2% | 7,213 | $954K |
| National Bank of Canada | 0.00% | No change | 6,970 | $922K |
| Cortland Associates Inc. | 0.11% | No change | 6,723 | $890K |
| NWF Advisory Services Inc. | 0.14% | No change | 6,530 | $864K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.7% | 6,392 | $861K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.8% | 6,393 | $846K |
| Centric Wealth Management | 0.24% | Add +0.2% | 6,316 | $837K |
| Founders Financial Securities LLC | 0.08% | Reduce -9.7% | 6,206 | $821K |
| Sonata Capital Group Inc. | 0.41% | No change | 6,049 | $800K |
| Brass Tax Wealth Management, Inc. | 0.16% | No change | 6,000 | $794K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -2.9% | 5,839 | $773K |
| V2 Financial group LLC | 0.52% | No change | 5,800 | $771K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 5,884 | $754K |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 5,436 | $719K |
| Northern Trust Corp. | 0.00% | Reduce -28.7% | 5,386 | $713K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +15.8% | 5,334 | $706K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -0.9% | 5,255 | $697K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -67.8% | 5,258 | $696K |
| Narus Financial Partners, LLC | 0.28% | No change | 5,176 | $685K |
| Washburn Capital Management, Inc. | 0.49% | Reduce -9.2% | 5,174 | $685K |
| Ballew Advisors, Inc | 0.44% | No change | 4,865 | $664K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.5% | 4,849 | $642K |
| Optivise Advisory Services LLC | 0.34% | — | 4,759 | $630K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.0% | 4,677 | $619K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 4,510 | $597K |
| Synovus Financial Corp. | 0.01% | Add +0.2% | 4,468 | $591K |
"% 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.