iShares Dow Jones U.S. ETFIYYETF
13F holders, Q2 2025 (June 30)260holders +7
21new positions
16sold out
2famous investors
$150.95avg. 13F price*
At the end of Q2 2025, 260 institutions reported holding iShares Dow Jones U.S. ETF (IYY) in their 13F filings, up 7 from Q1 2025. 21 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($67.5M), LPL Financial LLC ($49.5M) and Savant Capital, LLC ($23.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $10.5M |
| Exits | 16 | $3.0M |
All 13F filers, Q1 2025 → Q2 2025: 214,023 shares bought and 205,246 shares sold, net +8,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Morgan Stanley | 0.00% | Reduce -1.4% | 447,309 | $67.5M |
| LPL Financial LLC | 0.02% | Add +12.2% | 328,043 | $49.5M |
| Savant Capital, LLC | 0.17% | Reduce -0.2% | 154,886 | $23.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.1% | 146,775 | $22.1M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 134,741 | $20.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.9% | 115,086 | $17.4M |
| Bank of America Corp. | 0.00% | Reduce -5.2% | 109,610 | $16.5M |
| Raymond James Financial Inc. | 0.01% | Add +15.9% | 100,896 | $15.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 94,023 | $14.2M |
| Siligmueller & Norvid Wealth Advisors LLC | 4.94% | Reduce -8.4% | 83,543 | $12.7M |
| Ameriprise Financial Inc. | 0.00% | Add +159.3% | 70,208 | $10.6M |
| UBS Group AG | 0.00% | Add +2.7% | 67,370 | $10.2M |
| Cetera Investment Advisers | 0.02% | Add +3.1% | 59,159 | $8.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -40.1% | 56,888 | $8.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.2% | 52,959 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.7% | 41,707 | $6.3M |
| Bank of Montreal | 0.00% | Reduce -0.3% | 39,066 | $5.9M |
| Creative Planning | 0.00% | Reduce -3.4% | 38,026 | $5.7M |
| Lowe Wealth Advisors, LLC | 2.00% | Reduce -0.3% | 33,909 | $5.1M |
| Comerica Bank | 0.02% | Add +0.0% | 33,666 | $5.1M |
| FMR LLC | 0.00% | Reduce -3.2% | 30,890 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | Add +0.6% | 29,881 | $4.5M |
| Aspiriant, LLC | 0.14% | No change | 29,744 | $4.5M |
| Merit Financial Group, LLC | 0.05% | No change | 28,465 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +21.1% | 27,366 | $4.1M |
| Money Concepts Capital Corp. | 0.26% | Add +1.7% | 25,708 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Add +0.3% | 25,302 | $3.8M |
| DSG Capital Advisors, LLC | 0.67% | No change | 24,800 | $3.7M |
| First Heartland Consultants, Inc. | 0.33% | Reduce -0.2% | 24,354 | $3.7M |
| Captrust Financial Advisors | 0.01% | Reduce -0.5% | 23,172 | $3.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.6% | 22,998 | $3.5M |
| Asset Advisors Investment Management, LLC | 0.34% | Reduce -0.7% | 22,849 | $3.4M |
| Lido Advisors, LLC | 0.02% | No change | 21,455 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 21,066 | $3.2M |
| Greykasell Wealth Strategies, Inc. | 1.52% | Reduce -2.3% | 20,967 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.7% | 20,311 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.2% | 18,660 | $2.8M |
| Arkansas Financial Group, Inc. | 0.40% | Add +16.0% | 17,215 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +11.7% | 17,040 | $2.6M |
| Nilsine Partners, LLC | 0.26% | Add +4.2% | 16,995 | $2.6M |
| NorthRock Partners, LLC | 0.07% | No change | 16,790 | $2.5M |
| Coastal Bridge Advisors, LLC | 0.21% | New | 16,487 | $2.5M |
| Summit Financial Consulting LLC | 2.21% | New | 16,329 | $2.5M |
| Finley Financial, LLC | 1.23% | Reduce -1.8% | 16,197 | $2.4M |
| NorthCoast Asset Management LLC | 0.01% | No change | 14,795 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -0.4% | 14,774 | $2.2M |
| Ritholtz Wealth Management | 0.05% | No change | 14,107 | $2.1M |
| Ellis Investment Partners, LLC | 0.41% | Add +18.9% | 14,016 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 13,888 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -38.4% | 13,179 | $2.0M |
| Focus Partners Wealth | 0.00% | Add +2.1% | 12,862 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -17.7% | 12,753 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 12,585 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.6% | 11,171 | $1.7M |
| Belvedere Trading LLC | 0.13% | Add +1392.1% | 11,012 | $1.7M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.73% | Reduce -0.4% | 10,892 | $1.6M |
| Thomasville National Bank | 0.11% | Reduce -12.6% | 10,811 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.5% | 10,268 | $1.5M |
| Sigma Planning Corp | 0.05% | Add +19.0% | 10,248 | $1.5M |
| NewSquare Capital LLC | 0.11% | Reduce -1.0% | 9,702 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Reduce -0.0% | 9,315 | $1.4M |
| Seven Mile Advisory | 0.84% | No change | 9,306 | $1.4M |
| Kaydan Wealth Management, Inc. | 0.46% | No change | 9,273 | $1.4M |
| Brown Advisory Inc. | 0.00% | No change | 9,000 | $1.4M |
| Mathes Company, Inc. | 0.50% | No change | 8,900 | $1.3M |
| Kelman-Lazarov, Inc. | 0.22% | Add +0.2% | 8,890 | $1.3M |
| New Wave Wealth Advisors LLC | 0.52% | No change | 8,091 | $1.2M |
| Fayez Sarofim & Co | 0.00% | No change | 8,000 | $1.2M |
| GTS Securities LLC | 0.05% | Add +62.9% | 7,943 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Add +2.6% | 7,380 | $1.1M |
| Novak & Powell Financial Services, Inc. | 0.77% | No change | 7,332 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +0.7% | 7,312 | $1.1M |
| BlackRock, Inc. | 0.00% | Reduce -4.0% | 7,300 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.2% | 7,293 | $1.1M |
| National Bank of Canada | 0.00% | No change | 6,987 | $1.1M |
| Ibex Wealth Advisors | 0.11% | New | 6,654 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -4.7% | 6,630 | $1.0M |
| NWF Advisory Services Inc. | 0.12% | No change | 6,530 | $985K |
| Cortland Associates Inc. | 0.11% | No change | 6,502 | $981K |
| JPMorgan Chase & Co. | 0.00% | Add +13.2% | 6,393 | $965K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.2% | 6,352 | $958K |
| Founders Financial Securities LLC | 0.07% | Add +2.2% | 6,338 | $956K |
| Rik Saylor Financial, Inc. | 0.71% | Reduce -0.1% | 6,153 | $928K |
| Centric Wealth Management | 0.22% | Reduce -6.3% | 5,950 | $924K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +5.4% | 6,096 | $920K |
| Mutual Advisors, LLC | 0.02% | Reduce -16.0% | 5,828 | $906K |
| Brass Tax Wealth Management, Inc. | 0.17% | No change | 6,000 | $905K |
| GenWealth Group, Inc. | 0.18% | Reduce -8.4% | 5,984 | $903K |
| Northern Trust Corp. | 0.00% | Add +16.5% | 5,950 | $898K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.1% | 5,865 | $885K |
| V2 Financial group LLC | 0.53% | No change | 5,800 | $875K |
| Bawa N Mallick Trust | 0.36% | No change | 5,750 | $868K |
| Sonata Capital Group Inc. | 0.33% | No change | 5,549 | $837K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 5,436 | $820K |
| Riverbend Wealth Management, LLC | 0.62% | No change | 5,400 | $815K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -5.3% | 5,335 | $805K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 5,275 | $796K |
| Chung Wu Investment Group, LLC | 0.82% | Reduce -17.7% | 5,240 | $791K |
| Narus Financial Partners, LLC | 0.24% | No change | 5,100 | $769K |
| TD Waterhouse Canada Inc. | 0.01% | No change | 5,001 | $754K |
"% 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.