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

0100200300 Q1 2024: 222Q1 2024Q2 2024: 221Q2 2024Q3 2024: 237Q3 2024Q4 2024: 263Q4 2024Q1 2025: 253Q1 2025Q2 2025: 260Q2 2025Q3 2025: 264Q3 2025Q4 2025: 280Q4 2025Q1 2026: 279Q1 2026Q2 2026: 293Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions12$2.2M
Exits19$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
AE Wealth Management LLC 0.01% Reduce -26.9% 5,097 $694K
TD Waterhouse Canada Inc. 0.01% Reduce -7.1% 5,001 $683K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.8% 4,913 $669K
GTS Securities LLC 0.03% New 4,877 $664K
CW Advisors, LLC 0.01% Reduce -15.4% 4,849 $660K
United Capital Financial Advisors, LLC 0.01% Reduce -0.1% 4,642 $632K
Optivise Advisory Services LLC 0.35% No change 4,606 $627K
Janney Montgomery Scott LLC 0.00% Add +4.6% 4,558 $620K
Ballew Advisors, Inc 0.41% No change 4,740 $616K
Synovus Financial Corp. 0.01% Add +0.2% 4,459 $607K
Smithfield Trust Co 0.03% No change 4,354 $593K
Kestra Private Wealth Services, LLC 0.01% Reduce -0.4% 4,277 $582K
Advisory Services Network, LLC 0.01% Add +54.1% 4,161 $566K
Corient Private Wealth LP 0.00% Add +0.1% 4,150 $565K
Heritage Investment Group, Inc. 0.10% No change 4,094 $557K
AQR Capital Management 0.00% Add +0.3% 4,031 $549K
Sovereign Financial Group, Inc. 0.12% No change 3,974 $541K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 3,779 $514K
Baird Financial Group, Inc. 0.00% No change 3,658 $498K
Princeton Global Asset Management LLC 0.10% No change 3,600 $490K
Larson Financial Group LLC 0.02% Add +0.2% 3,581 $487K
Jones Financial Companies LLLP 0.00% Add +35.4% 3,521 $477K
Equitable Holdings, Inc. 0.00% Add +9.8% 3,467 $472K
Concurrent Investment Advisors, LLC 0.01% Reduce -1.7% 3,462 $471K
Evanson Asset Management, LLC 0.03% Add +0.3% 3,398 $462K
Assetmark, Inc. 0.00% Add +55933.3% 3,362 $458K
CCG Wealth Management, LLC 0.27% No change 3,302 $449K
Fairvoy Private Wealth, LLC 0.12% Reduce -3.1% 3,293 $448K
Capital Investment Advisors, LLC 0.01% Add +0.1% 3,292 $448K
Watts Gwilliam & Co., LLC 0.09% Reduce -2.2% 3,131 $426K
Rwa Wealth Partners, LLC 0.01% No change 3,120 $425K
Washburn Capital Management, Inc. 0.28% Reduce -18.6% 3,110 $423K
Twin Focus Capital Partners, LLC 0.06% New 3,049 $415K
Fiduciary Alliance LLC 0.04% Add +0.2% 3,012 $410K
Murphy, Middleton, Hinkle & Parker, Inc. 0.23% No change 3,000 $408K
Freestone Capital Holdings, LLC 0.02% No change 2,960 $403K
Westside Investment Management, Inc. 0.08% Add +3.6% 2,895 $394K
Laurel Wealth Planning LLC 0.26% No change 2,854 $388K
Members Trust Co 0.01% No change 2,840 $387K
Private Wealth Partners, LLC 0.03% No change 2,820 $384K
Leavell Investment Management, Inc. 0.02% No change 2,818 $384K
Cwm, LLC 0.00% No change 2,782 $379K
KKM Financial LLC 0.16% Add +2.1% 2,767 $377K
Quantinno Capital Management LP 0.00% No change 2,762 $376K
Financial Partners Group, Inc 0.06% Reduce -4.7% 2,711 $369K
Federation des caisses Desjardins du Quebec 0.00% No change 2,701 $368K
Edge Wealth Management LLC 0.07% No change 2,652 $361K
IFP Advisors, Inc 0.01% Add +43.1% 2,648 $360K
Silver Oak Advisory Group, Inc. 0.19% Reduce -4.9% 2,616 $356K
Elevation Point Wealth Partners, LLC 0.03% Add +0.3% 2,572 $350K
Sanctuary Advisors, LLC 0.00% Reduce -13.2% 2,505 $341K
Burke & Herbert Bank & Trust Co. 0.08% Reduce -22.4% 2,460 $335K
Great Lakes Retirement, Inc. 0.04% Reduce -0.8% 2,390 $325K
Peachtree Investment Partners, LLC 0.13% New 2,383 $324K
Signal Advisors Wealth, LLC 0.03% Reduce -19.7% 2,364 $322K
US Bancorp \de 0.00% Reduce -0.6% 2,363 $322K
Aspect Partners, LLC 0.18% No change 2,342 $319K
Cassaday & Co Wealth Management LLC 0.01% No change 2,331 $317K
SkyOak Wealth, LLC 0.07% No change 2,315 $315K
Penobscot Wealth Management 0.13% No change 2,308 $314K
Melfa Wealth Management, Inc. 0.21% No change 2,271 $309K
Hubbell Strickland Wealth Management, LLC 0.15% Add +0.1% 2,268 $309K
Principal Securities, Inc. 0.01% No change 2,152 $308K
Nations Financial Group Inc, /Ia/ 0.02% Add +0.1% 2,254 $307K
SP Asset Management LLC 0.03% Add +0.2% 2,235 $304K
Moneta Group Investment Advisors LLC 0.00% Add +0.8% 2,218 $302K
Clarity Wealth Advisors, LLC 0.08% No change 2,199 $299K
Yoder Wealth Management, Inc. 0.17% No change 2,190 $298K
Essex LLC 0.06% No change 2,170 $295K
Cooper/Haims Advisors, LLC 0.16% Reduce -3.4% 2,153 $293K
Kingsview Wealth Management, LLC 0.01% Reduce -0.9% 2,125 $289K
Legacy Financial Group, Inc. 0.09% No change 2,112 $287K
Planned Solutions, Inc. 0.12% No change 2,106 $287K
Beacon Pointe Advisors, LLC 0.00% No change 2,090 $284K
Brighton Jones LLC 0.01% No change 2,085 $284K
Certuity, LLC 0.03% No change 2,057 $280K
Eagle Harbor Asset Management Inc. 0.27% Reduce -18.4% 1,979 $269K
Sandy Cove Advisors, LLC 0.11% No change 1,923 $262K
Foguth Wealth Management, LLC. 0.06% Reduce -7.2% 1,920 $261K
Procyon Advisors, LLC 0.02% Reduce -20.7% 1,912 $260K
Geneos Wealth Management Inc. 0.01% No change 1,907 $260K
Perigon Wealth Management, LLC 0.01% No change 1,900 $259K
Wealthspire Advisors, LLC 0.00% Add +30.6% 1,887 $257K
North Star Asset Management Inc. 0.01% No change 1,800 $245K
Aspen Investment Management Inc 0.11% New 1,757 $239K
Guided Capital Wealth Management, LLC 0.20% No change 1,738 $237K
Avantax Advisory Services, Inc. 0.00% Add +7.7% 1,713 $233K
Lake Street Private Wealth, LLC 0.04% Reduce -6.5% 1,692 $230K
Garner Asset Management Corp 0.10% Reduce -12.3% 1,686 $229K
One Day In July LLC 0.02% No change 1,651 $225K
Gladstone Institutional Advisory LLC 0.01% Reduce -3.0% 1,645 $224K
Integrity Alliance, Llc. 0.01% New 1,638 $223K
SC&H Financial Advisors, Inc. 0.04% No change 1,636 $223K
Nottingham Advisors, Inc. 0.03% Reduce -35.2% 1,574 $214K
Tyche Wealth Partners LLC 0.05% No change 1,570 $214K
BLB&B Advisors, LLC 0.01% No change 1,570 $214K
Centaurus Financial, Inc. 0.01% Reduce -1.2% 1,530 $208K
WBH Advisory Inc. 0.02% No change 1,500 $204K
SRH Advisors, LLC 0.06% No change 1,450 $197K
O'shaughnessy Asset Management, LLC 0.00% No change 1,258 $171K
Synergy Investment Management, LLC 0.07% No change 1,150 $157K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,124 $153K
Oxford Financial Group, LTD. LLC 0.01% Add +0.3% 1,072 $146K
Curat Global, LLC 0.17% — 1,050 $143K
Archer Investment Corp 0.03% Add +49.4% 919 $125K
Blair William & Co. 0.00% Add +61.4% 910 $124K
Cardiff Park Advisors, LLC 0.01% No change 800 $109K
Grove Bank & Trust 0.01% Add +531.2% 789 $107K
Integrity Financial Corp 0.06% No change 738 $100K
Belvedere Trading LLC 0.01% New 738 $100K
Garde Capital, Inc. 0.01% New 650 $88K
Qube Research & Technologies Ltd 0.00% Reduce -42.7% 644 $88K
Nemes Rush Group LLC 0.01% No change 602 $82K
Ameriflex Group, Inc. 0.03% No change 588 $80K
Quest 10 Wealth Builders, Inc. 0.08% No change 573 $78K
Allworth Financial LP 0.00% Add +24.8% 538 $72K
AdvisorNet Financial, Inc 0.00% No change 480 $65K
Bangor Savings Bank 0.01% No change 472 $64K
Sound Income Strategies, LLC 0.00% New 461 $63K
Montag A & Associates Inc. 0.00% No change 437 $59K
Townsend Asset Management Corp. /NC/ 0.02% No change 400 $54K
Pension & Wealth Management Advisors, Inc. 0.02% No change 400 $54K
St Germain D J Co. Inc. 0.00% No change 364 $50K
Fifth Third Bancorp 0.00% No change 358 $49K
Hexagon Capital Partners LLC 0.01% No change 348 $47K
Tompkins Financial Corp. 0.00% No change 322 $44K
MAI Capital Management 0.00% No change 290 $39K
McClarren Financial Advisors, Inc. 0.03% New 136 $39K
MTM Investment Management, LLC 0.01% No change 270 $37K
Anchor Investment Management, LLC 0.00% No change 257 $35K
Sunbelt Securities, Inc. 0.00% Reduce -93.5% 250 $34K
SouthState Bank Corp 0.00% New 223 $30K
Atala Financial Inc 0.02% No change 210 $29K
Glassman Wealth Services 0.00% No change 200 $27K
Studio Investment Management LLC 0.01% No change 183 $25K
West Financial Advisors, LLC 0.00% No change 160 $22K
First Horizon Advisors, Inc. 0.00% No change 136 $19K
Hughes Financial Services, LLC 0.00% New 126 $17K
HighMark Wealth Management LLC 0.01% Add +0.9% 116 $16K
Murphy & Mullick Capital Management Corp 0.01% No change 100 $14K
Duncker Streett & Co. Inc. 0.00% No change 100 $14K
Harbour Investments, Inc. 0.00% No change 95 $13K
Marshall Investment Management, LLC 0.01% New 95 $13K
Creative Financial Designs Inc. 0.00% No change 84 $11K
Bogart Wealth, LLC 0.00% Add +1.4% 71 $10K
GAMMA Investing LLC 0.00% No change 66 $9K
Main Street Group, LTD 0.00% No change 65 $9K
Dunhill Financial, LLC 0.00% No change 63 $9K
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% No change 28 $4K
Private Trust Co. NA 0.00% No change 25 $3K
Transamerica Financial Advisors, LLC 0.00% No change 4 $1K

"% 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.