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 |
| Equitable Holdings, Inc. | 0.01% | Add +42.3% | 4,935 | $745K |
| CW Advisors, LLC | 0.01% | Add +0.0% | 4,850 | $732K |
| AE Wealth Management LLC | 0.01% | Reduce -5.2% | 4,833 | $729K |
| Advisory Services Network, LLC | 0.01% | Add +9.0% | 4,535 | $700K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.4% | 4,620 | $697K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.5% | 4,617 | $697K |
| Optivise Advisory Services LLC | 0.35% | Reduce -0.0% | 4,605 | $695K |
| Synovus Financial Corp. | 0.01% | Add +0.1% | 4,465 | $674K |
| Ballew Advisors, Inc | 0.40% | Reduce -7.6% | 4,380 | $669K |
| Smithfield Trust Co | 0.03% | No change | 4,354 | $656K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.7% | 4,308 | $650K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +13.2% | 4,279 | $646K |
| Baird Financial Group, Inc. | 0.00% | Add +14.8% | 4,201 | $634K |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 4,164 | $628K |
| Heritage Investment Group, Inc. | 0.11% | No change | 4,094 | $618K |
| AQR Capital Management | 0.00% | Add +0.3% | 4,041 | $610K |
| NewEdge Advisors, LLC | 0.00% | Reduce -28.9% | 4,036 | $609K |
| SkyOak Wealth, LLC | 0.12% | Add +68.0% | 3,890 | $587K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -26.6% | 3,814 | $575K |
| Ameritas Advisory Services, LLC | 0.03% | New | 3,809 | $575K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -5.2% | 3,766 | $568K |
| Sunbelt Securities, Inc. | 0.05% | Add +1427.2% | 3,818 | $546K |
| Princeton Global Asset Management LLC | 0.10% | No change | 3,600 | $543K |
| Larson Financial Group LLC | 0.02% | Add +0.2% | 3,589 | $541K |
| Evanson Asset Management, LLC | 0.03% | Add +0.2% | 3,406 | $514K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.1% | 3,354 | $506K |
| CCG Wealth Management, LLC | 0.26% | No change | 3,302 | $498K |
| Fairvoy Private Wealth, LLC | 0.12% | No change | 3,293 | $497K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.5% | 3,276 | $494K |
| Watts Gwilliam & Co., LLC | 0.08% | Reduce -2.5% | 3,054 | $493K |
| US Bancorp \de | 0.00% | Add +34.0% | 3,166 | $478K |
| Jones Financial Companies LLLP | 0.00% | Reduce -9.7% | 3,178 | $477K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 3,120 | $471K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 3,049 | $460K |
| Fiduciary Alliance LLC | 0.03% | Add +0.3% | 3,020 | $456K |
| Westside Investment Management, Inc. | 0.08% | Add +2.6% | 2,970 | $448K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 2,960 | $447K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +7.4% | 2,901 | $438K |
| Laurel Wealth Planning LLC | 0.24% | No change | 2,854 | $431K |
| Private Wealth Partners, LLC | 0.03% | No change | 2,820 | $425K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,818 | $425K |
| Cwm, LLC | 0.00% | Add +0.0% | 2,783 | $420K |
| Quantinno Capital Management LP | 0.00% | No change | 2,762 | $417K |
| World Investment Advisors | 0.01% | New | 2,752 | $415K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -44.4% | 2,734 | $412K |
| Wealthstar Advisors, LLC | 0.15% | New | 2,726 | $411K |
| Cobblestone Capital Advisors LLC | 0.02% | New | 2,711 | $409K |
| Financial Partners Group, Inc | 0.06% | No change | 2,711 | $409K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.23% | No change | 3,000 | $408K |
| Keybank National Association | 0.00% | New | 2,666 | $402K |
| Edge Wealth Management LLC | 0.08% | No change | 2,652 | $401K |
| Silver Oak Advisory Group, Inc. | 0.19% | No change | 2,616 | $394K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +0.2% | 2,578 | $389K |
| Independent Financial Group, LLC | 0.01% | Reduce -68.6% | 2,537 | $383K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.2% | 2,475 | $373K |
| Burke & Herbert Bank & Trust Co. | 0.08% | No change | 2,460 | $371K |
| Wedbush Securities Inc. | 0.01% | Reduce -93.7% | 2,420 | $365K |
| Geneos Wealth Management Inc. | 0.01% | Add +26.2% | 2,407 | $363K |
| Peachtree Investment Partners, LLC | 0.14% | Add +0.3% | 2,389 | $360K |
| Aspect Partners, LLC | 0.17% | No change | 2,342 | $353K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,331 | $352K |
| Boreal Capital Management LLC | 0.34% | — | 2,322 | $350K |
| Penobscot Wealth Management | 0.12% | No change | 2,308 | $348K |
| One Wealth Map LLC | 0.19% | New | 2,270 | $348K |
| Melfa Wealth Management, Inc. | 0.22% | No change | 2,271 | $343K |
| Hubbell Strickland Wealth Management, LLC | 0.15% | Add +0.1% | 2,270 | $342K |
| KKM Financial LLC | 0.12% | Reduce -18.0% | 2,268 | $342K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.1% | 2,256 | $340K |
| SP Asset Management LLC | 0.03% | Add +0.3% | 2,241 | $338K |
| Washburn Capital Management, Inc. | 0.20% | Reduce -28.0% | 2,240 | $338K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 2,218 | $335K |
| Yoder Wealth Management, Inc. | 0.17% | No change | 2,190 | $330K |
| Essex LLC | 0.06% | No change | 2,170 | $327K |
| Cooper/Haims Advisors, LLC | 0.16% | No change | 2,153 | $325K |
| Clarity Wealth Advisors, LLC | 0.08% | Reduce -3.6% | 2,119 | $320K |
| Legacy Financial Group, Inc. | 0.09% | No change | 2,112 | $319K |
| Planned Solutions, Inc. | 0.12% | No change | 2,106 | $318K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.2% | 2,099 | $317K |
| Brighton Jones LLC | 0.01% | No change | 2,085 | $315K |
| Certuity, LLC | 0.03% | No change | 2,057 | $310K |
| Eagle Harbor Asset Management Inc. | 0.29% | No change | 1,979 | $299K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.8% | 1,939 | $293K |
| Sandy Cove Advisors, LLC | 0.10% | No change | 1,923 | $290K |
| Procyon Advisors, LLC | 0.03% | No change | 1,912 | $288K |
| Perigon Wealth Management, LLC | 0.01% | No change | 1,900 | $287K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -9.6% | 1,890 | $285K |
| North Star Asset Management Inc. | 0.01% | No change | 1,800 | $272K |
| Guided Capital Wealth Management, LLC | 0.20% | No change | 1,738 | $262K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.1% | 1,715 | $259K |
| Garner Asset Management Corp | 0.12% | Add +0.2% | 1,689 | $255K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +2.2% | 1,681 | $254K |
| One Day In July LLC | 0.02% | No change | 1,651 | $249K |
| SC&H Financial Advisors, Inc. | 0.04% | No change | 1,636 | $247K |
| Tyche Wealth Partners LLC | 0.05% | Add +2.9% | 1,615 | $244K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -4.7% | 1,612 | $243K |
| BLB&B Advisors, LLC | 0.01% | No change | 1,570 | $237K |
| Great Lakes Retirement, Inc. | 0.03% | Reduce -34.6% | 1,562 | $236K |
| Centaurus Financial, Inc. | 0.01% | Add +2.0% | 1,560 | $235K |
| BridgePort Financial Solutions, LLC | 0.08% | New | 1,545 | $233K |
| Principal Securities, Inc. | 0.00% | Reduce -30.0% | 1,507 | $227K |
| WBH Advisory Inc. | 0.02% | No change | 1,500 | $226K |
| Curat Global, LLC | 0.21% | Add +38.1% | 1,450 | $219K |
| SRH Advisors, LLC | 0.07% | No change | 1,450 | $219K |
| VeraBank, N.A. | 0.04% | New | 1,446 | $218K |
| Main Street Research LLC | 0.01% | New | 1,446 | $218K |
| Members Trust Co | 0.01% | Reduce -50.0% | 1,420 | $214K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,412 | $213K |
| Red Door Wealth Management, LLC | 0.03% | New | 1,403 | $212K |
| Fagan Associates, Inc. | 0.03% | New | 1,400 | $211K |
| Global Retirement Partners, LLC | 0.01% | — | 1,385 | $209K |
| Destination Wealth Management | 0.01% | New | 1,380 | $208K |
| Wedmont Private Capital | 0.01% | New | 1,363 | $208K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -14.5% | 1,346 | $203K |
| Smith Shellnut Wilson LLC | 0.09% | New | 1,326 | $200K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,258 | $190K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,124 | $170K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.2% | 1,074 | $162K |
| IFP Advisors, Inc | 0.00% | Reduce -60.5% | 1,047 | $158K |
| Archer Investment Corp | 0.03% | Add +0.2% | 921 | $139K |
| Blair William & Co. | 0.00% | No change | 910 | $137K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 800 | $121K |
| Grove Bank & Trust | 0.01% | No change | 789 | $119K |
| Integrity Financial Corp | 0.06% | No change | 738 | $111K |
| Garde Capital, Inc. | 0.01% | No change | 650 | $98K |
| Ameriflex Group, Inc. | 0.05% | No change | 588 | $88K |
| Quest 10 Wealth Builders, Inc. | 0.08% | No change | 573 | $86K |
| Allworth Financial LP | 0.00% | No change | 538 | $81K |
| Sound Income Strategies, LLC | 0.00% | Add +4.6% | 482 | $73K |
| AdvisorNet Financial, Inc | 0.00% | No change | 480 | $72K |
| Bangor Savings Bank | 0.01% | No change | 472 | $71K |
| Montag A & Associates Inc. | 0.00% | No change | 437 | $66K |
| Simplex Trading, LLC | 0.00% | New | 426 | $64K |
| Townsend Asset Management Corp. /NC/ | 0.02% | No change | 400 | $60K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 400 | $60K |
| St Germain D J Co. Inc. | 0.00% | No change | 364 | $55K |
| Fifth Third Bancorp | 0.00% | No change | 358 | $54K |
| Assetmark, Inc. | 0.00% | Reduce -90.2% | 329 | $50K |
| MAI Capital Management | 0.00% | No change | 290 | $44K |
| MTM Investment Management, LLC | 0.01% | No change | 270 | $41K |
| Anchor Investment Management, LLC | 0.00% | No change | 257 | $39K |
| Glassman Wealth Services | 0.00% | No change | 200 | $30K |
| West Financial Advisors, LLC | 0.00% | No change | 160 | $24K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.7% | 131 | $20K |
| Hughes Financial Services, LLC | 0.00% | No change | 126 | $19K |
| HighMark Wealth Management LLC | 0.01% | No change | 116 | $18K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 100 | $15K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 100 | $15K |
| Harbour Investments, Inc. | 0.00% | No change | 95 | $14K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -86.7% | 86 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 84 | $13K |
| Bogart Wealth, LLC | 0.00% | No change | 71 | $11K |
| GAMMA Investing LLC | 0.00% | No change | 66 | $10K |
| Dunhill Financial, LLC | 0.00% | Reduce -1.6% | 62 | $9K |
| Main Street Group, LTD | 0.00% | Reduce -20.0% | 52 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 38 | $6K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | New | 35 | $5K |
| Private Trust Co. NA | 0.00% | No change | 25 | $4K |
| Nemes Rush Group LLC | 0.00% | Reduce -97.2% | 17 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $545 |
| Kilter Group LLC | 0.00% | New | 2 | $302 |
"% 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.