iShares Dow Jones U.S. ETFIYYETF
13F holders, Q3 2024 (September 30)237holders +16
27new positions
11sold out
1famous investor
$139.60avg. 13F price*
At the end of Q3 2024, 237 institutions reported holding iShares Dow Jones U.S. ETF (IYY) in their 13F filings, up 16 from Q2 2024. 27 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($65.5M), LPL Financial LLC ($46.9M) and PNC Financial Services Group, Inc. ($23.4M). One famous investor held it 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $23.0M |
| Exits | 11 | $5.0M |
All 13F filers, Q2 2024 → Q3 2024: 237,874 shares bought and 168,199 shares sold, net +69,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 237 holders
| Morgan Stanley | 0.00% | Add +2.2% | 469,252 | $65.5M |
| LPL Financial LLC | 0.02% | Add +2.2% | 335,729 | $46.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -15.6% | 167,456 | $23.4M |
| Savant Capital, LLC | 0.19% | Add +1.4% | 161,516 | $22.5M |
| Sharp Wealth Advisory, LLC | 14.30% | Add +7.2% | 132,748 | $18.5M |
| Bank of America Corp. | 0.00% | Add +1.3% | 128,955 | $18.0M |
| Wells Fargo & Company | 0.00% | Add +10.8% | 124,853 | $17.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.1% | 116,883 | $16.3M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 96,124 | $13.4M |
| UBS Group AG | 0.00% | Reduce -0.2% | 65,650 | $9.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.7% | 53,677 | $7.5M |
| Cetera Investment Advisers | 0.02% | Reduce -1.3% | 51,927 | $7.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.6% | 48,254 | $6.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.6% | 43,976 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.2% | 42,829 | $6.0M |
| Creative Planning | 0.01% | Add +0.0% | 39,587 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Add +2.4% | 38,827 | $5.4M |
| Wedbush Securities Inc. | 0.20% | Reduce -2.1% | 38,598 | $5.4M |
| Lowe Wealth Advisors, LLC | 2.10% | Reduce -1.7% | 34,982 | $4.9M |
| Comerica Bank | 0.02% | Reduce -7.3% | 31,378 | $4.4M |
| Aspiriant, LLC | 0.16% | No change | 29,744 | $4.2M |
| Bank of New York Mellon Corp | 0.00% | Add +3.8% | 29,439 | $4.1M |
| Raymond James & Associates | 0.00% | Reduce -8.0% | 28,517 | $4.0M |
| Merit Financial Group, LLC | 0.09% | No change | 28,465 | $4.0M |
| Bank of Montreal | 0.00% | Reduce -2.7% | 25,962 | $3.6M |
| Flow Traders U.S. LLC | 0.17% | New | 24,046 | $3.4M |
| FMR LLC | 0.00% | Add +3.4% | 24,044 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.3% | 23,976 | $3.3M |
| Asset Advisors Investment Management, LLC | 0.35% | Reduce 0.0% | 23,884 | $3.3M |
| Money Concepts Capital Corp. | 0.25% | Reduce -1.4% | 23,823 | $3.3M |
| First Heartland Consultants, Inc. | 0.36% | Add +1.7% | 23,742 | $3.3M |
| Captrust Financial Advisors | 0.01% | Reduce -0.3% | 23,648 | $3.3M |
| GeoWealth Management, LLC | 0.11% | New | 22,387 | $3.1M |
| Elevation Capital Advisory, LLC | 1.38% | New | 22,387 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 22,058 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +7.2% | 22,049 | $3.1M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +1.5% | 20,768 | $2.9M |
| TrinityPoint Wealth, LLC | 0.40% | Reduce -3.8% | 19,940 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +2.1% | 17,618 | $2.5M |
| NorthRock Partners, LLC | 0.08% | No change | 17,338 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.0% | 16,309 | $2.3M |
| NorthCoast Asset Management LLC | 0.02% | New | 16,193 | $2.3M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 15,818 | $2.2M |
| Ritholtz Wealth Management | 0.06% | No change | 14,107 | $2.0M |
| Arkansas Financial Group, Inc. | 0.30% | Add +80.6% | 13,223 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.9% | 12,849 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 12,525 | $1.7M |
| Thomasville National Bank | 0.13% | Add +0.6% | 12,422 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.1% | 12,368 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +663.6% | 12,164 | $1.7M |
| Nilsine Partners, LLC | 0.22% | New | 12,080 | $1.7M |
| Sage Investment Advisers LLC | 1.75% | Add +0.2% | 11,956 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -0.4% | 11,309 | $1.6M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.73% | Add +0.3% | 11,304 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.3% | 11,099 | $1.5M |
| Ellis Investment Partners, LLC | 0.30% | Add +3.8% | 10,856 | $1.5M |
| NewSquare Capital LLC | 0.12% | New | 10,743 | $1.5M |
| Seven Mile Advisory | 0.86% | No change | 9,306 | $1.3M |
| Kaydan Wealth Management, Inc. | 0.38% | Reduce -0.2% | 9,273 | $1.3M |
| New Wave Wealth Advisors LLC | 0.58% | No change | 9,097 | $1.3M |
| Heritage Oak Wealth Advisors LLC | 0.58% | New | 9,097 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -1.0% | 9,000 | $1.3M |
| Mathes Company, Inc. | 0.45% | No change | 9,000 | $1.3M |
| Kelman-Lazarov, Inc. | 0.21% | No change | 8,850 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.5% | 8,193 | $1.1M |
| Fayez Sarofim & Co | 0.00% | No change | 8,000 | $1.1M |
| SpiderRock Advisors, LLC | 0.02% | No change | 7,600 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -18.7% | 7,586 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -3.0% | 7,578 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -3.3% | 7,475 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -1.4% | 7,393 | $1.0M |
| Tiaa Trust, National Association | 0.00% | Reduce -4.1% | 7,357 | $1.0M |
| Novak & Powell Financial Services, Inc. | 0.59% | Reduce -5.2% | 7,332 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.3% | 7,235 | $1.0M |
| National Bank of Canada | 0.00% | Add +1.6% | 7,082 | $989K |
| DAVENPORT & Co LLC | 0.01% | New | 7,070 | $987K |
| Mariner, LLC | 0.00% | Reduce -21.9% | 7,013 | $979K |
| GenWealth Group, Inc. | 0.22% | Reduce -5.4% | 6,965 | $972K |
| MML Investors Services, LLC | 0.00% | Reduce -5.2% | 6,865 | $958K |
| Centric Wealth Management | 0.24% | Add +0.2% | 6,329 | $914K |
| NWF Advisory Services Inc. | 0.13% | No change | 6,530 | $912K |
| Cortland Associates Inc. | 0.11% | Reduce -3.3% | 6,502 | $908K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -62.7% | 6,545 | $905K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.1% | 6,385 | $891K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.7% | 6,282 | $877K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -31.6% | 6,247 | $872K |
| Founders Financial Securities LLC | 0.08% | Add +0.4% | 6,233 | $870K |
| AE Wealth Management LLC | 0.01% | Add +199.7% | 6,104 | $852K |
| Sonata Capital Group Inc. | 0.36% | No change | 6,049 | $844K |
| Brass Tax Wealth Management, Inc. | 0.18% | No change | 6,000 | $838K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.3% | 5,960 | $832K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 5,884 | $821K |
| V2 Financial group LLC | 0.52% | No change | 5,800 | $810K |
| Farther Finance Advisors, LLC | 0.03% | Add +7.2% | 5,634 | $786K |
| CW Advisors, LLC | 0.01% | New | 5,544 | $774K |
| Northern Trust Corp. | 0.00% | Add +1.4% | 5,461 | $762K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +20.5% | 5,436 | $759K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -7.4% | 5,408 | $755K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -1.2% | 5,268 | $735K |
| Narus Financial Partners, LLC | 0.26% | No change | 5,176 | $723K |
"% 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.