iShares Dow Jones U.S. ETFIYYETF
13F holders, Q1 2025 (March 31)253holders −10
12new positions
19sold out
2famous investors
$136.04avg. 13F price*
At the end of Q1 2025, 253 institutions reported holding iShares Dow Jones U.S. ETF (IYY) in their 13F filings, down 10 from Q4 2024. 12 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($61.7M), LPL Financial LLC ($39.8M) and Savant Capital, LLC ($21.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.2M |
| Exits | 19 | $39.1M |
All 13F filers, Q4 2024 → Q1 2025: 159,335 shares bought and 515,119 shares sold, net −355,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| Morgan Stanley | 0.00% | Reduce -4.0% | 453,559 | $61.7M |
| LPL Financial LLC | 0.02% | Reduce -3.1% | 292,437 | $39.8M |
| Savant Capital, LLC | 0.18% | Reduce -3.7% | 155,204 | $21.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.7% | 152,986 | $20.8M |
| Wells Fargo & Company | 0.00% | Reduce -4.4% | 133,543 | $18.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.3% | 118,541 | $16.1M |
| Bank of America Corp. | 0.00% | Reduce -18.1% | 115,634 | $15.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 95,127 | $12.9M |
| Osaic Holdings, Inc. | 0.03% | Add +5.3% | 94,904 | $12.9M |
| Siligmueller & Norvid Wealth Advisors LLC | 5.25% | Add +0.6% | 91,228 | $12.4M |
| Raymond James Financial Inc. | 0.00% | Add +13.5% | 87,051 | $11.8M |
| UBS Group AG | 0.00% | Reduce -9.1% | 65,616 | $8.9M |
| Cetera Investment Advisers | 0.02% | Add +13.1% | 57,383 | $7.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.8% | 51,814 | $7.1M |
| Susquehanna International Group, LLP | 0.01% | Add +640.9% | 40,277 | $5.5M |
| Creative Planning | 0.01% | Add +1.8% | 39,360 | $5.4M |
| Bank of Montreal | 0.00% | Add +48.3% | 39,174 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.4% | 38,731 | $5.3M |
| Wedbush Securities Inc. | 0.19% | No change | 38,676 | $5.3M |
| Lowe Wealth Advisors, LLC | 1.97% | Reduce -0.6% | 34,016 | $4.6M |
| Comerica Bank | 0.02% | Add +1.2% | 33,653 | $4.6M |
| FMR LLC | 0.00% | Add +11.3% | 31,913 | $4.3M |
| Aspiriant, LLC | 0.14% | No change | 29,744 | $4.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 29,712 | $4.0M |
| Merit Financial Group, LLC | 0.06% | No change | 28,465 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -81.9% | 27,081 | $3.7M |
| Money Concepts Capital Corp. | 0.26% | Reduce -0.5% | 25,275 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.5% | 25,228 | $3.4M |
| DSG Capital Advisors, LLC | 0.68% | No change | 24,800 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +87.0% | 24,668 | $3.4M |
| First Heartland Consultants, Inc. | 0.34% | Add +3.3% | 24,406 | $3.3M |
| Captrust Financial Advisors | 0.01% | Reduce -1.4% | 23,296 | $3.2M |
| Asset Advisors Investment Management, LLC | 0.33% | Reduce -2.7% | 22,999 | $3.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.2% | 22,863 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +37.0% | 22,603 | $3.1M |
| Greykasell Wealth Strategies, Inc. | 1.56% | Reduce -2.6% | 21,457 | $2.9M |
| Lido Advisors, LLC | 0.02% | Add +175.8% | 21,455 | $2.9M |
| Citadel Advisors | 0.00% | Add +4.0% | 21,397 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 20,953 | $2.9M |
| NorthRock Partners, LLC | 0.08% | Reduce -2.1% | 16,790 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.2% | 16,491 | $2.2M |
| Finley Financial, LLC | 1.24% | Reduce -7.7% | 16,497 | $2.2M |
| Nilsine Partners, LLC | 0.24% | Add +18.7% | 16,306 | $2.2M |
| Mariner, LLC | 0.00% | Add +120.9% | 15,499 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -9.5% | 15,254 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -2.4% | 14,835 | $2.0M |
| NorthCoast Asset Management LLC | 0.01% | No change | 14,795 | $2.0M |
| Ritholtz Wealth Management | 0.06% | No change | 14,107 | $1.9M |
| Arkansas Financial Group, Inc. | 0.33% | Reduce -0.6% | 14,844 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 13,880 | $1.9M |
| Focus Partners Wealth | 0.00% | Reduce -14.8% | 12,592 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.2% | 12,585 | $1.7M |
| Thomasville National Bank | 0.12% | Reduce -1.6% | 12,362 | $1.7M |
| Ellis Investment Partners, LLC | 0.33% | Reduce -0.3% | 11,791 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.8% | 11,110 | $1.5M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.73% | Reduce -0.7% | 10,936 | $1.5M |
| NewSquare Capital LLC | 0.11% | Reduce -16.7% | 9,797 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Add +23.4% | 9,319 | $1.3M |
| Seven Mile Advisory | 0.85% | No change | 9,306 | $1.3M |
| Kaydan Wealth Management, Inc. | 0.40% | No change | 9,273 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -7.0% | 9,000 | $1.2M |
| Mathes Company, Inc. | 0.50% | Reduce -1.1% | 8,900 | $1.2M |
| Kelman-Lazarov, Inc. | 0.22% | Add +0.2% | 8,871 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -3.6% | 8,613 | $1.2M |
| New Wave Wealth Advisors LLC | 0.49% | Reduce -11.1% | 8,091 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Add +257.2% | 8,076 | $1.1M |
| Fayez Sarofim & Co | 0.00% | No change | 8,000 | $1.1M |
| BlackRock, Inc. | 0.00% | No change | 7,600 | $1.0M |
| Novak & Powell Financial Services, Inc. | 0.62% | No change | 7,332 | $998K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.3% | 7,276 | $990K |
| MML Investors Services, LLC | 0.00% | Add +0.4% | 7,264 | $989K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.9% | 7,195 | $979K |
| National Bank of Canada | 0.00% | Reduce -0.8% | 6,987 | $950K |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.0% | 6,960 | $947K |
| Mutual Advisors, LLC | 0.03% | Reduce -2.0% | 6,938 | $931K |
| GenWealth Group, Inc. | 0.20% | Reduce -3.1% | 6,534 | $889K |
| NWF Advisory Services Inc. | 0.12% | Add +0.7% | 6,530 | $889K |
| Cortland Associates Inc. | 0.11% | No change | 6,502 | $885K |
| Chung Wu Investment Group, LLC | 1.04% | No change | 6,370 | $867K |
| Centric Wealth Management | 0.23% | Add +0.2% | 6,353 | $865K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 5,884 | $842K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.2% | 6,180 | $841K |
| Rik Saylor Financial, Inc. | 0.74% | Reduce -10.8% | 6,162 | $839K |
| Founders Financial Securities LLC | 0.07% | Reduce -0.6% | 6,201 | $833K |
| Brass Tax Wealth Management, Inc. | 0.17% | No change | 6,000 | $817K |
| V2 Financial group LLC | 0.51% | No change | 5,800 | $789K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +7.8% | 5,783 | $787K |
| Bawa N Mallick Trust | 0.37% | No change | 5,750 | $783K |
| NewEdge Advisors, LLC | 0.00% | Add +40.2% | 5,680 | $773K |
| Farther Finance Advisors, LLC | 0.02% | No change | 5,634 | $770K |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.0% | 5,648 | $769K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.2% | 6,275 | $759K |
| Sonata Capital Group Inc. | 0.33% | No change | 5,549 | $755K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.9% | 5,437 | $740K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 5,436 | $740K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -24.3% | 5,412 | $737K |
| Riverbend Wealth Management, LLC | 0.66% | No change | 5,400 | $735K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -24.1% | 5,194 | $707K |
| Northern Trust Corp. | 0.00% | Reduce -6.2% | 5,107 | $695K |
| Narus Financial Partners, LLC | 0.24% | Reduce -1.5% | 5,100 | $694K |
"% 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.