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 |
| Sonata Capital Group Inc. | 0.33% | Reduce -8.3% | 5,549 | $794K |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 5,445 | $779K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 5,436 | $778K |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.6% | 5,436 | $778K |
| Riverbend Wealth Management, LLC | 0.69% | — | 5,400 | $773K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -17.7% | 5,385 | $770K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +1.9% | 5,366 | $768K |
| Narus Financial Partners, LLC | 0.25% | No change | 5,176 | $741K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -8.4% | 4,955 | $709K |
| Ballew Advisors, Inc | 0.43% | Reduce -0.5% | 4,740 | $673K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.6% | 4,648 | $665K |
| Optivise Advisory Services LLC | 0.36% | Reduce -3.3% | 4,606 | $659K |
| Synovus Financial Corp. | 0.01% | Add +0.2% | 4,450 | $637K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,359 | $624K |
| Smithfield Trust Co | 0.03% | No change | 4,354 | $623K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.2% | 4,295 | $615K |
| Corient Private Wealth LP | 0.00% | Reduce -15.7% | 4,145 | $593K |
| Heritage Investment Group, Inc. | 0.11% | No change | 4,094 | $586K |
| NewEdge Advisors, LLC | 0.00% | Add +7.8% | 4,051 | $580K |
| AQR Capital Management | 0.00% | Add +0.3% | 4,021 | $575K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -2.5% | 3,974 | $569K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -11.3% | 3,818 | $548K |
| Washburn Capital Management, Inc. | 0.34% | Reduce -0.1% | 3,820 | $547K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,779 | $541K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,658 | $523K |
| Princeton Global Asset Management LLC | 0.10% | No change | 3,600 | $515K |
| Larson Financial Group LLC | 0.03% | Add +0.3% | 3,574 | $511K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.9% | 3,523 | $504K |
| Fairvoy Private Wealth, LLC | 0.13% | — | 3,397 | $486K |
| Evanson Asset Management, LLC | 0.03% | Add +0.3% | 3,389 | $485K |
| CCG Wealth Management, LLC | 0.26% | No change | 3,302 | $472K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 3,290 | $471K |
| Watts Gwilliam & Co., LLC | 0.10% | Add +6.8% | 3,200 | $460K |
| Burke & Herbert Bank & Trust Co. | 0.11% | Reduce -0.2% | 3,168 | $453K |
| Equitable Holdings, Inc. | 0.00% | Add +2.1% | 3,159 | $452K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 3,120 | $446K |
| Apollon Financial, LLC | 0.11% | Add +0.2% | 3,034 | $434K |
| Fiduciary Alliance LLC | 0.04% | Add +0.3% | 3,005 | $430K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.24% | No change | 3,000 | $429K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.2% | 2,885 | $427K |
| Freestone Capital Holdings, LLC | 0.01% | New | 2,960 | $424K |
| Signal Advisors Wealth, LLC | 0.05% | New | 2,945 | $421K |
| Laurel Wealth Planning LLC | 0.26% | Reduce -6.9% | 2,854 | $408K |
| Financial Partners Group, Inc | 0.06% | No change | 2,846 | $407K |
| Members Trust Co | 0.01% | No change | 2,840 | $406K |
| Private Wealth Partners, LLC | 0.03% | Reduce -0.0% | 2,820 | $404K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,818 | $403K |
| Westside Investment Management, Inc. | 0.08% | Add +19.2% | 2,795 | $400K |
| Cwm, LLC | 0.00% | No change | 2,782 | $398K |
| Quantinno Capital Management LP | 0.00% | No change | 2,762 | $395K |
| Silver Oak Advisory Group, Inc. | 0.21% | No change | 2,752 | $393K |
| KKM Financial LLC | 0.16% | New | 2,709 | $388K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,701 | $386K |
| Advisory Services Network, LLC | 0.01% | Add +11.7% | 2,700 | $386K |
| Edge Wealth Management LLC | 0.08% | No change | 2,652 | $379K |
| Jones Financial Companies LLLP | 0.00% | Add +636.5% | 2,600 | $372K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 2,565 | $367K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -23.1% | 2,429 | $348K |
| Eagle Harbor Asset Management Inc. | 0.35% | No change | 2,426 | $347K |
| Procyon Advisors, LLC | 0.02% | Add +60.8% | 2,412 | $345K |
| Great Lakes Retirement, Inc. | 0.04% | Reduce -24.6% | 2,410 | $345K |
| US Bancorp \de | 0.00% | Reduce -0.8% | 2,376 | $340K |
| Aspect Partners, LLC | 0.19% | No change | 2,342 | $335K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,331 | $334K |
| SkyOak Wealth, LLC | 0.07% | New | 2,315 | $331K |
| Penobscot Wealth Management | 0.15% | No change | 2,308 | $330K |
| Melfa Wealth Management, Inc. | 0.22% | No change | 2,271 | $325K |
| Hubbell Strickland Wealth Management, LLC | 0.15% | Add +0.1% | 2,266 | $324K |
| Independent Financial Group, LLC | 0.01% | New | 2,261 | $324K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.1% | 2,252 | $322K |
| SP Asset Management LLC | 0.03% | Add +0.3% | 2,230 | $319K |
| Cooper/Haims Advisors, LLC | 0.18% | No change | 2,229 | $319K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 2,200 | $315K |
| Clarity Wealth Advisors, LLC | 0.09% | Reduce -4.8% | 2,199 | $315K |
| Yoder Wealth Management, Inc. | 0.17% | No change | 2,190 | $313K |
| Essex LLC | 0.07% | No change | 2,170 | $311K |
| Principal Securities, Inc. | 0.01% | Add +0.1% | 2,152 | $308K |
| Foguth Wealth Management, LLC. | 0.08% | New | 2,069 | $308K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 2,145 | $307K |
| Legacy Financial Group, Inc. | 0.10% | No change | 2,112 | $302K |
| Planned Solutions, Inc. | 0.12% | No change | 2,106 | $301K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 2,090 | $299K |
| Brighton Jones LLC | 0.01% | No change | 2,085 | $298K |
| Certuity, LLC | 0.03% | Reduce -6.4% | 2,057 | $294K |
| New Century Financial Group, LLC | 0.12% | Reduce -4.4% | 2,006 | $290K |
| Perigon Wealth Management, LLC | 0.01% | No change | 1,900 | $275K |
| Sandy Cove Advisors, LLC | 0.11% | No change | 1,923 | $275K |
| Garner Asset Management Corp | 0.13% | Add +0.3% | 1,922 | $275K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -9.5% | 1,907 | $273K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 1,851 | $265K |
| Gray Wealth Management Inc. | 0.10% | No change | 1,841 | $263K |
| Lake Street Private Wealth, LLC | 0.04% | Reduce -1.6% | 1,809 | $259K |
| North Star Asset Management Inc. | 0.01% | No change | 1,800 | $258K |
| Guided Capital Wealth Management, LLC | 0.23% | — | 1,738 | $249K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -4.8% | 1,695 | $243K |
| One Day In July LLC | 0.02% | Reduce -8.5% | 1,651 | $236K |
| SC&H Financial Advisors, Inc. | 0.05% | No change | 1,636 | $234K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.5% | 1,591 | $228K |
| BLB&B Advisors, LLC | 0.01% | No change | 1,570 | $225K |
| Tyche Wealth Partners LLC | 0.05% | Add +1.4% | 1,570 | $225K |
| Centaurus Financial, Inc. | 0.01% | Reduce -5.5% | 1,549 | $222K |
| WBH Advisory Inc. | 0.02% | No change | 1,500 | $215K |
| CPR Investments Inc. | 0.19% | New | 1,474 | $211K |
| SRH Advisors, LLC | 0.06% | No change | 1,450 | $207K |
| Main Street Research LLC | 0.01% | No change | 1,446 | $207K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,445 | $207K |
| Keybank National Association | 0.00% | New | 1,424 | $204K |
| Fagan Associates, Inc. | 0.03% | New | 1,400 | $200K |
| Global Retirement Partners, LLC | 0.01% | Add +0.2% | 1,359 | $194K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,258 | $180K |
| Synergy Investment Management, LLC | 0.07% | — | 1,150 | $165K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,124 | $161K |
| Qube Research & Technologies Ltd | 0.00% | Add +940.7% | 1,124 | $161K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.3% | 1,069 | $153K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 800 | $114K |
| Integrity Financial Corp | 0.06% | No change | 738 | $106K |
| Archer Investment Corp | 0.02% | New | 615 | $88K |
| Ameriflex Group, Inc. | 0.04% | — | 588 | $87K |
| Nemes Rush Group LLC | 0.01% | No change | 602 | $86K |
| Quest 10 Wealth Builders, Inc. | 0.08% | — | 573 | $82K |
| Blair William & Co. | 0.00% | No change | 564 | $81K |
| AdvisorNet Financial, Inc | 0.01% | No change | 480 | $69K |
| Syntax Research, Inc. | 0.05% | No change | 472 | $68K |
| Bangor Savings Bank | 0.01% | No change | 472 | $68K |
| Allworth Financial LP | 0.00% | Reduce -0.5% | 431 | $64K |
| Montag A & Associates Inc. | 0.00% | No change | 437 | $62K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | New | 400 | $57K |
| Townsend Asset Management Corp. /NC/ | 0.02% | No change | 400 | $57K |
| St Germain D J Co. Inc. | 0.00% | No change | 364 | $52K |
| Fifth Third Bancorp | 0.00% | No change | 358 | $51K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -18.7% | 348 | $50K |
| Financial Life Planners | 0.04% | — | 336 | $48K |
| Tompkins Financial Corp. | 0.00% | Add +7.3% | 322 | $46K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 315 | $45K |
| MAI Capital Management | 0.00% | New | 290 | $41K |
| MTM Investment Management, LLC | 0.01% | No change | 270 | $39K |
| Anchor Investment Management, LLC | 0.00% | No change | 257 | $37K |
| Private Capital Management LLC | 0.01% | Add +0.5% | 223 | $32K |
| Atala Financial Inc | 0.02% | — | 210 | $30K |
| Glassman Wealth Services | 0.00% | No change | 200 | $29K |
| Trifecta Capital Advisors, LLC | 0.01% | Reduce -86.5% | 185 | $26K |
| Studio Investment Management LLC | 0.01% | Add +0.6% | 183 | $26K |
| West Financial Advisors, LLC | 0.00% | No change | 160 | $23K |
| Transce3nd, LLC | 0.01% | — | 148 | $21K |
| McIlrath & Eck, LLC | 0.00% | Reduce -9.8% | 147 | $21K |
| First Horizon Advisors, Inc. | 0.00% | No change | 136 | $19K |
| Grove Bank & Trust | 0.00% | New | 125 | $18K |
| HighMark Wealth Management LLC | 0.01% | No change | 115 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 100 | $14K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 100 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +137.5% | 95 | $14K |
| Creative Financial Designs Inc. | 0.00% | No change | 84 | $12K |
| Bogart Wealth, LLC | 0.00% | Add +75.0% | 70 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 66 | $9K |
| Main Street Group, LTD | 0.00% | Reduce -69.5% | 65 | $9K |
| Dunhill Financial, LLC | 0.00% | No change | 63 | $9K |
| Aviso Financial Inc. | 0.00% | No change | 50 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 38 | $5K |
| Global Financial Private Client, LLC | 0.00% | No change | 30 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | Reduce -96.6% | 28 | $4K |
| Private Trust Co. NA | 0.00% | No change | 25 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $1K |
| Assetmark, Inc. | 0.00% | New | 6 | $859 |
"% 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.