iShares Dow Jones U.S. ETFIYYETF
13F holders, Q3 2025 (September 30)264holders +4
19new positions
13sold out
1famous investor
$162.46avg. 13F price*
At the end of Q3 2025, 264 institutions reported holding iShares Dow Jones U.S. ETF (IYY) in their 13F filings, up 4 from Q2 2025. 19 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($73.6M), LPL Financial LLC ($54.3M) and Sharp Wealth Advisory, LLC ($27.0M). One famous investor held it 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $35.2M |
| Exits | 13 | $24.5M |
All 13F filers, Q2 2025 → Q3 2025: 320,842 shares bought and 274,197 shares sold, net +46,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| Morgan Stanley | 0.00% | Add +1.3% | 453,190 | $73.6M |
| LPL Financial LLC | 0.02% | Add +1.9% | 334,181 | $54.3M |
| Sharp Wealth Advisory, LLC | 14.68% | New | 166,109 | $27.0M |
| Savant Capital, LLC | 0.15% | Reduce -0.5% | 154,092 | $25.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.4% | 144,724 | $23.5M |
| Wells Fargo & Company | 0.00% | Reduce -0.0% | 134,733 | $21.9M |
| Bank of America Corp. | 0.00% | Add +2.1% | 111,877 | $18.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.3% | 111,332 | $18.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.1% | 95,769 | $15.6M |
| Royal Bank of Canada | 0.00% | Reduce -22.8% | 72,630 | $11.8M |
| UBS Group AG | 0.00% | Reduce -0.5% | 67,018 | $10.9M |
| Osaic Holdings, Inc. | 0.01% | Add +8.9% | 61,975 | $9.9M |
| Cetera Investment Advisers | 0.01% | Add +1.6% | 60,098 | $9.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.9% | 53,969 | $8.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 42,998 | $7.0M |
| Steinberganna Wealth Management | 3.05% | — | 39,892 | $6.5M |
| Bank of Montreal | 0.00% | Add +1.3% | 39,573 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +93.4% | 39,273 | $6.4M |
| Creative Planning | 0.00% | Reduce -0.0% | 38,014 | $6.2M |
| FMR LLC | 0.00% | Add +12.8% | 34,851 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -51.3% | 34,177 | $5.6M |
| Lowe Wealth Advisors, LLC | 1.94% | Reduce -3.6% | 32,670 | $5.3M |
| Comerica Bank | 0.02% | Reduce -7.7% | 31,070 | $5.0M |
| Aspiriant, LLC | 0.15% | No change | 29,744 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 29,609 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.3% | 28,831 | $4.7M |
| Merit Financial Group, LLC | 0.04% | No change | 28,465 | $4.6M |
| Money Concepts Capital Corp. | 0.26% | Reduce -0.2% | 25,647 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.6% | 24,904 | $4.0M |
| First Heartland Consultants, Inc. | 0.32% | Add +0.1% | 24,366 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +279.4% | 24,253 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -0.2% | 23,131 | $3.8M |
| Arkansas Financial Group, Inc. | 0.54% | Add +31.2% | 22,584 | $3.7M |
| Asset Advisors Investment Management, LLC | 0.35% | Reduce -1.3% | 22,554 | $3.7M |
| Lido Advisors, LLC | 0.01% | No change | 21,455 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.6% | 20,524 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.4% | 20,046 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +11.1% | 18,931 | $3.1M |
| Elevation Capital Advisory, LLC | 1.17% | New | 18,022 | $2.9M |
| Nilsine Partners, LLC | 0.25% | Add +1.9% | 17,311 | $2.8M |
| NorthRock Partners, LLC | 0.05% | No change | 16,790 | $2.7M |
| Finley Financial, LLC | 1.22% | No change | 16,197 | $2.6M |
| Coastal Bridge Advisors, LLC | 0.20% | Reduce -2.3% | 16,115 | $2.6M |
| Focus Partners Wealth | 0.00% | Add +23.7% | 15,912 | $2.6M |
| Ellis Investment Partners, LLC | 0.46% | Add +11.5% | 15,628 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -2.2% | 14,447 | $2.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -4.1% | 14,186 | $2.3M |
| Ritholtz Wealth Management | 0.04% | No change | 14,107 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.6% | 13,808 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.4% | 13,009 | $2.1M |
| Greykasell Wealth Strategies, Inc. | 0.88% | Reduce -38.6% | 12,872 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -0.9% | 12,638 | $2.1M |
| AQR Capital Management | 0.00% | Add +186.4% | 11,573 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +3.4% | 11,548 | $1.9M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.71% | Reduce -1.1% | 10,776 | $1.8M |
| Thomasville National Bank | 0.11% | Reduce -1.2% | 10,680 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +3.4% | 10,592 | $1.7M |
| NewSquare Capital LLC | 0.11% | Add +7.3% | 10,411 | $1.7M |
| IHT Wealth Management, LLC | 0.04% | Add +0.0% | 9,319 | $1.5M |
| Seven Mile Advisory | 0.25% | No change | 9,306 | $1.5M |
| Kaydan Wealth Management, Inc. | 0.43% | Add +0.1% | 9,285 | $1.5M |
| Belvedere Trading LLC | 0.12% | Reduce -16.7% | 9,173 | $1.5M |
| Brown Advisory Inc. | 0.00% | No change | 9,000 | $1.5M |
| Mathes Company, Inc. | 0.52% | No change | 8,900 | $1.4M |
| Kelman-Lazarov, Inc. | 0.21% | No change | 8,890 | $1.4M |
| Fayez Sarofim & Co | 0.00% | No change | 8,000 | $1.3M |
| Tiaa Trust, National Association | 0.00% | Add +6.8% | 7,878 | $1.3M |
| KERR FINANCIAL PLANNING Corp | 1.72% | — | 7,459 | $1.2M |
| Novak & Powell Financial Services, Inc. | 0.63% | No change | 7,332 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +10.3% | 7,315 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.3% | 7,311 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -0.1% | 7,301 | $1.2M |
| BlackRock, Inc. | 0.00% | Reduce -4.1% | 7,000 | $1.1M |
| National Bank of Canada | 0.00% | Add +0.1% | 6,997 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.1% | 6,930 | $1.1M |
| Ibex Wealth Advisors | 0.10% | Reduce -0.8% | 6,603 | $1.1M |
| NWF Advisory Services Inc. | 0.12% | No change | 6,530 | $1.1M |
| Cortland Associates Inc. | 0.12% | No change | 6,502 | $1.1M |
| GenWealth Group, Inc. | 0.19% | Add +6.4% | 6,368 | $1.0M |
| Founders Financial Securities LLC | 0.07% | Reduce -1.3% | 6,259 | $1.0M |
| Rik Saylor Financial, Inc. | 0.73% | Reduce -0.2% | 6,141 | $998K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 6,102 | $991K |
| Brass Tax Wealth Management, Inc. | 0.16% | No change | 6,000 | $975K |
| Centric Wealth Management | 0.22% | Reduce -1.9% | 5,840 | $970K |
| Sonata Capital Group Inc. | 0.35% | Add +5.9% | 5,874 | $954K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.0% | 5,866 | $953K |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 5,840 | $949K |
| V2 Financial group LLC | 0.52% | No change | 5,800 | $942K |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.9% | 5,765 | $937K |
| Bawa N Mallick Trust | 0.35% | No change | 5,750 | $934K |
| NewEdge Advisors, LLC | 0.00% | Add +38.2% | 5,578 | $906K |
| Compound Planning, Inc. | 0.03% | New | 5,440 | $884K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 5,436 | $883K |
| Riverbend Wealth Management, LLC | 0.61% | No change | 5,400 | $877K |
| Farther Finance Advisors, LLC | 0.01% | No change | 5,335 | $867K |
| Advisory Services Network, LLC | 0.01% | Add +15.6% | 5,240 | $851K |
| Chung Wu Investment Group, LLC | 0.71% | Reduce -0.4% | 5,220 | $848K |
| Patten & Patten Inc. | 0.05% | New | 5,107 | $830K |
| Narus Financial Partners, LLC | 0.23% | No change | 5,100 | $829K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.0% | 4,949 | $807K |
"% 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.