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 |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.5% | 4,911 | $798K |
| Mutual Advisors, LLC | 0.02% | Reduce -16.6% | 4,863 | $797K |
| New Wave Wealth Advisors LLC | 0.30% | Reduce -40.7% | 4,800 | $780K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.3% | 4,725 | $768K |
| Synovus Financial Corp. | 0.01% | Add +1.9% | 4,551 | $740K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +56.5% | 4,540 | $738K |
| Wedbush Securities Inc. | 0.02% | Add +86.8% | 4,520 | $734K |
| Smithfield Trust Co | 0.03% | No change | 4,354 | $708K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 4,279 | $695K |
| Jones Financial Companies LLLP | 0.00% | Add +34.1% | 4,261 | $688K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,201 | $683K |
| Brighton Jones LLC | 0.02% | Add +100.0% | 4,171 | $678K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -9.7% | 4,170 | $678K |
| AE Wealth Management LLC | 0.00% | Reduce -13.9% | 4,161 | $676K |
| Ballew Advisors, Inc | 0.37% | Reduce -5.9% | 4,120 | $666K |
| Heritage Investment Group, Inc. | 0.11% | No change | 4,094 | $665K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -6.1% | 4,047 | $658K |
| SkyOak Wealth, LLC | 0.12% | No change | 3,890 | $632K |
| Signal Advisors Wealth, LLC | 0.06% | New | 3,768 | $612K |
| Sovereign Financial Group, Inc. | 0.11% | No change | 3,766 | $612K |
| Princeton Global Asset Management LLC | 0.10% | No change | 3,600 | $585K |
| Larson Financial Group LLC | 0.02% | Add +0.2% | 3,596 | $584K |
| Clark Asset Management, LLC | 0.07% | New | 3,540 | $575K |
| Evanson Asset Management, LLC | 0.03% | Add +0.3% | 3,415 | $555K |
| CCG Wealth Management, LLC | 0.25% | No change | 3,302 | $537K |
| Fairvoy Private Wealth, LLC | 0.12% | No change | 3,293 | $535K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.1% | 3,282 | $533K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 3,278 | $533K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -15.7% | 3,214 | $522K |
| US Bancorp \de | 0.00% | No change | 3,166 | $514K |
| Freestone Capital Holdings, LLC | 0.02% | Add +6.8% | 3,160 | $513K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -40.5% | 3,141 | $510K |
| Corient Private Wealth LP | 0.00% | Reduce -25.0% | 3,123 | $507K |
| Watts Gwilliam & Co., LLC | 0.08% | Add +0.1% | 3,058 | $497K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 3,049 | $495K |
| Fiduciary Alliance LLC | 0.03% | Add +0.2% | 3,027 | $492K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -3.6% | 3,008 | $489K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.24% | No change | 3,000 | $487K |
| Keybank National Association | 0.00% | Add +11.6% | 2,976 | $484K |
| Westside Investment Management, Inc. | 0.08% | No change | 2,970 | $483K |
| Laurel Wealth Planning LLC | 0.25% | No change | 2,854 | $464K |
| Private Wealth Partners, LLC | 0.03% | No change | 2,820 | $458K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,818 | $458K |
| Cwm, LLC | 0.00% | No change | 2,783 | $452K |
| Quantinno Capital Management LP | 0.00% | No change | 2,762 | $449K |
| World Investment Advisors | 0.01% | Reduce -1.3% | 2,716 | $441K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 2,716 | $441K |
| Financial Partners Group, Inc | 0.05% | No change | 2,711 | $440K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.8% | 2,684 | $436K |
| Independent Financial Group, LLC | 0.01% | Add +0.2% | 2,543 | $413K |
| Silver Oak Advisory Group, Inc. | 0.19% | Reduce -2.9% | 2,539 | $412K |
| Edge Wealth Management LLC | 0.07% | Reduce -6.4% | 2,482 | $403K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 2,460 | $400K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,412 | $392K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,407 | $391K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.9% | 2,404 | $391K |
| Peachtree Investment Partners, LLC | 0.13% | Add +0.3% | 2,395 | $389K |
| Aspect Partners, LLC | 0.17% | No change | 2,342 | $381K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,331 | $379K |
| One Wealth Map LLC | 0.20% | No change | 2,270 | $377K |
| Penobscot Wealth Management | 0.12% | No change | 2,308 | $375K |
| KKM Financial LLC | 0.12% | Add +0.2% | 2,273 | $369K |
| Hubbell Strickland Wealth Management, LLC | 0.15% | Add +0.1% | 2,272 | $369K |
| Melfa Wealth Management, Inc. | 0.22% | No change | 2,271 | $369K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.0% | 2,257 | $367K |
| SP Asset Management LLC | 0.03% | Add +0.2% | 2,246 | $365K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 2,218 | $360K |
| Yoder Wealth Management, Inc. | 0.17% | No change | 2,190 | $356K |
| Essex LLC | 0.06% | No change | 2,170 | $353K |
| Clarity Wealth Advisors, LLC | 0.08% | No change | 2,119 | $344K |
| Legacy Financial Group, Inc. | 0.09% | No change | 2,112 | $343K |
| Allworth Financial LP | 0.00% | Add +292.2% | 2,110 | $343K |
| Planned Solutions, Inc. | 0.12% | No change | 2,106 | $342K |
| Certuity, LLC | 0.02% | No change | 2,057 | $334K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.1% | 2,054 | $334K |
| Cooper/Haims Advisors, LLC | 0.16% | Reduce -5.1% | 2,044 | $332K |
| Wealthstar Advisors, LLC | 0.13% | Reduce -26.9% | 1,994 | $324K |
| Eagle Harbor Asset Management Inc. | 0.28% | No change | 1,979 | $322K |
| Boreal Capital Management LLC | 0.31% | Reduce -15.1% | 1,971 | $320K |
| Principal Securities, Inc. | 0.01% | Add +29.7% | 1,954 | $317K |
| Curat Global, LLC | 0.30% | Add +34.3% | 1,948 | $316K |
| Sandy Cove Advisors, LLC | 0.10% | No change | 1,923 | $312K |
| Perigon Wealth Management, LLC | 0.01% | No change | 1,900 | $309K |
| North Star Asset Management Inc. | 0.01% | No change | 1,800 | $292K |
| Washburn Capital Management, Inc. | 0.16% | Reduce -22.1% | 1,745 | $284K |
| Guided Capital Wealth Management, LLC | 0.24% | No change | 1,738 | $282K |
| Balentine LLC | 0.01% | New | 1,726 | $280K |
| Garner Asset Management Corp | 0.11% | Add +0.2% | 1,693 | $275K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -14.8% | 1,652 | $268K |
| One Day In July LLC | 0.02% | No change | 1,651 | $268K |
| SC&H Financial Advisors, Inc. | 0.04% | No change | 1,636 | $266K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -1.2% | 1,592 | $259K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -6.5% | 1,571 | $255K |
| BLB&B Advisors, LLC | 0.01% | No change | 1,570 | $255K |
| BridgePort Financial Solutions, LLC | 0.07% | No change | 1,545 | $251K |
| Great Lakes Retirement, Inc. | 0.03% | Reduce -1.3% | 1,542 | $251K |
| MBA Advisors LLC | 0.11% | New | 1,516 | $246K |
| Carnegie Investment Counsel | 0.00% | New | 1,515 | $246K |
| Procyon Advisors, LLC | 0.01% | Reduce -20.9% | 1,512 | $246K |
| WBH Advisory Inc. | 0.02% | No change | 1,500 | $244K |
| SRH Advisors, LLC | 0.07% | No change | 1,450 | $236K |
| VeraBank, N.A. | 0.04% | No change | 1,446 | $235K |
| Main Street Research LLC | 0.01% | No change | 1,446 | $235K |
| Members Trust Co | 0.01% | No change | 1,420 | $231K |
| Fagan Associates, Inc. | 0.03% | No change | 1,400 | $227K |
| Red Door Wealth Management, LLC | 0.02% | Reduce -0.4% | 1,398 | $227K |
| Global Retirement Partners, LLC | 0.01% | Add +0.2% | 1,388 | $225K |
| Destination Wealth Management | 0.01% | No change | 1,380 | $224K |
| Wedmont Private Capital | 0.01% | No change | 1,363 | $222K |
| Tyche Wealth Partners LLC | 0.04% | Reduce -15.5% | 1,365 | $222K |
| Nottingham Advisors, Inc. | 0.03% | No change | 1,346 | $219K |
| Snowden Capital Advisors LLC | 0.01% | New | 1,263 | $205K |
| Baker Avenue Asset Management, LP | 0.00% | New | 1,258 | $204K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,258 | $204K |
| Johnson Investment Counsel Inc. | 0.00% | New | 1,245 | $202K |
| Centaurus Financial, Inc. | 0.01% | Reduce -23.7% | 1,190 | $193K |
| Ameriflex Group, Inc. | 0.07% | Add +100.0% | 1,176 | $191K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,124 | $183K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.3% | 1,077 | $175K |
| IFP Advisors, Inc | 0.00% | Reduce -0.1% | 1,046 | $170K |
| Archer Investment Corp | 0.04% | Add +5.4% | 971 | $158K |
| Blair William & Co. | 0.00% | No change | 910 | $148K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 800 | $130K |
| Assetmark, Inc. | 0.00% | Add +137.1% | 780 | $127K |
| Integrity Financial Corp | 0.06% | Add +0.1% | 739 | $120K |
| Quest 10 Wealth Builders, Inc. | 0.09% | No change | 573 | $93K |
| Grove Bank & Trust | 0.01% | Reduce -37.0% | 497 | $81K |
| Financial Life Planners | 0.05% | New | 491 | $80K |
| Sound Income Strategies, LLC | 0.00% | Add +0.2% | 483 | $79K |
| AdvisorNet Financial, Inc | 0.00% | No change | 480 | $78K |
| Bangor Savings Bank | 0.01% | No change | 472 | $77K |
| Montag A & Associates Inc. | 0.00% | No change | 437 | $71K |
| Townsend Asset Management Corp. /NC/ | 0.02% | No change | 400 | $65K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 400 | $65K |
| St Germain D J Co. Inc. | 0.00% | No change | 364 | $59K |
| Fifth Third Bancorp | 0.00% | No change | 358 | $58K |
| MAI Capital Management | 0.00% | No change | 290 | $47K |
| MTM Investment Management, LLC | 0.01% | No change | 270 | $44K |
| Anchor Investment Management, LLC | 0.00% | No change | 257 | $42K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -93.3% | 254 | $41K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -93.5% | 250 | $41K |
| Glassman Wealth Services | 0.00% | No change | 200 | $32K |
| Franklin Resources Inc. | 0.00% | New | 200 | $32K |
| West Financial Advisors, LLC | 0.00% | Reduce -8.8% | 146 | $24K |
| Hughes Financial Services, LLC | 0.00% | No change | 126 | $21K |
| HighMark Wealth Management LLC | 0.01% | No change | 116 | $19K |
| Qube Research & Technologies Ltd | 0.00% | Add +19.8% | 103 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 100 | $17K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 100 | $16K |
| Harbour Investments, Inc. | 0.00% | No change | 95 | $15K |
| Creative Financial Designs Inc. | 0.00% | No change | 84 | $14K |
| Bogart Wealth, LLC | 0.00% | Add +4.2% | 74 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 66 | $11K |
| Dunhill Financial, LLC | 0.00% | Add +1.6% | 63 | $10K |
| Main Street Group, LTD | 0.00% | No change | 52 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 38 | $6K |
| Raleigh Capital Management Inc. | 0.00% | New | 37 | $6K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 35 | $6K |
| Private Trust Co. NA | 0.00% | No change | 25 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 17 | $3K |
| Horizon Investments, LLC | 0.00% | New | 15 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $586 |
| Kilter Group LLC | 0.00% | No change | 2 | $325 |
| Citigroup Inc. | 0.00% | New | 2 | $325 |
"% 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.