iShares Dow Jones U.S. ETFIYYETF
13F holders, Q4 2024 (December 31)263holders +26
21new positions
8sold out
2famous investors
$143.11avg. 13F price*
At the end of Q4 2024, 263 institutions reported holding iShares Dow Jones U.S. ETF (IYY) in their 13F filings, up 26 from Q3 2024. 21 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($67.6M), LPL Financial LLC ($43.2M) and PNC Financial Services Group, Inc. ($23.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $16.6M |
| Exits | 8 | $5.4M |
All 13F filers, Q3 2024 → Q4 2024: 391,179 shares bought and 139,782 shares sold, net +251,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| Morgan Stanley | 0.00% | Add +0.6% | 472,236 | $67.6M |
| LPL Financial LLC | 0.02% | Reduce -10.1% | 301,675 | $43.2M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.1% | 162,297 | $23.2M |
| Savant Capital, LLC | 0.18% | Reduce -0.2% | 161,179 | $23.1M |
| Ameriprise Financial Inc. | 0.01% | Add +577.2% | 149,385 | $21.4M |
| Bank of America Corp. | 0.00% | Add +9.5% | 141,157 | $20.2M |
| Wells Fargo & Company | 0.00% | Add +11.9% | 139,735 | $20.0M |
| Sharp Wealth Advisory, LLC | 14.95% | Add +3.7% | 137,610 | $19.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.7% | 118,903 | $17.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 95,313 | $13.6M |
| Siligmueller & Norvid Wealth Advisors LLC | 5.53% | — | 90,647 | $13.0M |
| Osaic Holdings, Inc. | 0.03% | Add +68.0% | 90,163 | $12.9M |
| Raymond James Financial Inc. | 0.00% | — | 76,727 | $11.0M |
| UBS Group AG | 0.00% | Add +10.0% | 72,200 | $10.3M |
| Cetera Investment Advisers | 0.02% | Reduce -2.3% | 50,758 | $7.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.4% | 48,058 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.3% | 42,266 | $6.0M |
| Wedbush Securities Inc. | 0.20% | Add +0.2% | 38,676 | $5.5M |
| Creative Planning | 0.01% | Reduce -2.3% | 38,662 | $5.5M |
| Lowe Wealth Advisors, LLC | 2.09% | Reduce -2.2% | 34,215 | $4.9M |
| Comerica Bank | 0.02% | Add +6.0% | 33,256 | $4.8M |
| Ibex Wealth Advisors | 0.54% | New | 32,187 | $4.6M |
| Bank of New York Mellon Corp | 0.00% | Add +2.5% | 30,162 | $4.3M |
| Aspiriant, LLC | 0.15% | No change | 29,744 | $4.3M |
| FMR LLC | 0.00% | Add +19.3% | 28,685 | $4.1M |
| Merit Financial Group, LLC | 0.07% | No change | 28,465 | $4.1M |
| Essential Planning, LLC. | 0.03% | New | 27,300 | $3.9M |
| Bank of Montreal | 0.00% | Add +1.7% | 26,409 | $3.8M |
| Money Concepts Capital Corp. | 0.27% | Add +6.7% | 25,409 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +5.7% | 25,349 | $3.6M |
| DSG Capital Advisors, LLC | 0.64% | — | 24,800 | $3.5M |
| First Heartland Consultants, Inc. | 0.35% | Reduce -0.5% | 23,631 | $3.4M |
| Asset Advisors Investment Management, LLC | 0.35% | Reduce -1.1% | 23,629 | $3.4M |
| Captrust Financial Advisors | 0.01% | Reduce -0.1% | 23,623 | $3.4M |
| EP Wealth Advisors, LLC | 0.03% | Add +44.8% | 22,908 | $3.3M |
| Elevation Capital Advisory, LLC | 1.40% | Add +2.3% | 22,904 | $3.3M |
| GeoWealth Management, LLC | 0.11% | Add +2.3% | 22,904 | $3.3M |
| Greykasell Wealth Strategies, Inc. | 1.75% | — | 22,035 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 21,939 | $3.1M |
| Citadel Advisors | 0.00% | New | 20,581 | $2.9M |
| TrinityPoint Wealth, LLC | 0.38% | Reduce -5.0% | 18,946 | $2.7M |
| Finley Financial, LLC | 1.35% | — | 17,878 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +47.9% | 17,990 | $2.6M |
| NorthRock Partners, LLC | 0.08% | Reduce -1.0% | 17,158 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -4.3% | 16,859 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +28.4% | 16,496 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -26.8% | 15,196 | $2.2M |
| Arkansas Financial Group, Inc. | 0.35% | Add +12.9% | 14,929 | $2.1M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -8.6% | 14,795 | $2.1M |
| Focus Partners Wealth | 0.01% | Add +94.7% | 14,772 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.7% | 14,563 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -63.6% | 14,141 | $2.0M |
| Ritholtz Wealth Management | 0.06% | No change | 14,107 | $2.0M |
| Nilsine Partners, LLC | 0.21% | Add +13.7% | 13,734 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +523.2% | 13,194 | $1.9M |
| Thomasville National Bank | 0.13% | Add +1.2% | 12,567 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.4% | 12,196 | $1.7M |
| Ellis Investment Partners, LLC | 0.33% | Add +8.9% | 11,821 | $1.7M |
| NewSquare Capital LLC | 0.13% | Add +9.5% | 11,765 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.9% | 11,203 | $1.6M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.72% | Reduce -2.5% | 11,016 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +7.5% | 9,673 | $1.4M |
| Seven Mile Advisory | 0.85% | No change | 9,306 | $1.3M |
| Kaydan Wealth Management, Inc. | 0.44% | No change | 9,273 | $1.3M |
| New Wave Wealth Advisors LLC | 0.53% | No change | 9,097 | $1.3M |
| Mathes Company, Inc. | 0.47% | No change | 9,000 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -21.0% | 8,938 | $1.3M |
| Kelman-Lazarov, Inc. | 0.23% | No change | 8,850 | $1.3M |
| Fayez Sarofim & Co | 0.00% | No change | 8,000 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +4.1% | 7,780 | $1.1M |
| BlackRock, Inc. | 0.00% | New | 7,600 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.3% | 7,555 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.3% | 7,337 | $1.0M |
| Novak & Powell Financial Services, Inc. | 0.62% | No change | 7,332 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.3% | 7,257 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +5.4% | 7,233 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -4.3% | 7,078 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Add +14.4% | 7,149 | $1.0M |
| National Bank of Canada | 0.00% | Reduce -0.6% | 7,043 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.6% | 7,030 | $1.0M |
| Mariner, LLC | 0.00% | Add +0.1% | 7,017 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.4% | 6,969 | $997K |
| AE Wealth Management LLC | 0.01% | Add +14.2% | 6,968 | $997K |
| Rik Saylor Financial, Inc. | 0.91% | — | 6,904 | $988K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +2414.7% | 6,840 | $979K |
| GenWealth Group, Inc. | 0.22% | Reduce -3.2% | 6,745 | $965K |
| Cortland Associates Inc. | 0.11% | No change | 6,502 | $930K |
| NWF Advisory Services Inc. | 0.14% | Reduce -0.7% | 6,482 | $928K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 6,385 | $914K |
| Chung Wu Investment Group, LLC | 0.92% | — | 6,370 | $911K |
| Centric Wealth Management | 0.25% | Add +0.2% | 6,342 | $907K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 6,290 | $906K |
| Founders Financial Securities LLC | 0.08% | Add +0.0% | 6,235 | $892K |
| Brass Tax Wealth Management, Inc. | 0.18% | No change | 6,000 | $859K |
| V2 Financial group LLC | 0.50% | No change | 5,800 | $830K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 5,778 | $827K |
| Bawa N Mallick Trust | 0.36% | — | 5,750 | $823K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 5,884 | $821K |
| CW Advisors, LLC | 0.01% | Add +3.3% | 5,729 | $820K |
| Farther Finance Advisors, LLC | 0.03% | No change | 5,634 | $806K |
"% 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.