iShares Dow Jones U.S. ETFIYYETF
13F holders, Q4 2025 (December 31)280holders +16
22new positions
18sold out
1famous investor
$163.65avg. 13F price*
At the end of Q4 2025, 280 institutions reported holding iShares Dow Jones U.S. ETF (IYY) in their 13F filings, up 16 from Q3 2025. 22 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($72.6M), LPL Financial LLC ($51.7M) and Bank of America Corp. ($32.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $36.3M |
| Exits | 18 | $15.2M |
All 13F filers, Q3 2025 → Q4 2025: 431,086 shares bought and 202,460 shares sold, net +228,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| Morgan Stanley | 0.00% | Reduce -3.4% | 437,954 | $72.6M |
| LPL Financial LLC | 0.01% | Reduce -6.8% | 311,581 | $51.7M |
| Bank of America Corp. | 0.00% | Add +74.6% | 195,322 | $32.4M |
| Sharp Wealth Advisory, LLC | 14.59% | Add +5.3% | 174,850 | $29.0M |
| Savant Capital, LLC | 0.15% | Add +0.5% | 154,912 | $25.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.1% | 143,161 | $23.7M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 131,348 | $21.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -10.0% | 100,199 | $16.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.1% | 90,869 | $15.1M |
| Apella Capital, LLC | 0.28% | New | 85,858 | $14.2M |
| Rothschild Wealth LLC | 1.24% | New | 78,127 | $13.0M |
| Royal Bank of Canada | 0.00% | Add +5.8% | 76,877 | $12.7M |
| Osaic Holdings, Inc. | 0.02% | Add +2.2% | 63,327 | $10.5M |
| UBS Group AG | 0.00% | Reduce -6.2% | 62,837 | $10.4M |
| Cetera Investment Advisers | 0.01% | Add +3.1% | 61,977 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.4% | 53,766 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Add +42.1% | 48,563 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 43,708 | $7.2M |
| Bank of Montreal | 0.00% | Reduce -1.0% | 39,171 | $6.5M |
| Steinberganna Wealth Management | 2.97% | Reduce -4.3% | 38,184 | $6.3M |
| Creative Planning | 0.00% | Reduce -3.2% | 36,806 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.8% | 36,605 | $6.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +20.9% | 34,866 | $5.8M |
| FMR LLC | 0.00% | Reduce -2.6% | 33,926 | $5.6M |
| MAI Capital Management | 0.03% | Add +11198.3% | 32,765 | $5.4M |
| Value Investment Professionals, LLC | 5.59% | — | 74,583 | $5.3M |
| Bank of New York Mellon Corp | 0.00% | Add +6.9% | 31,664 | $5.3M |
| Comerica Bank | 0.02% | Add +0.1% | 31,105 | $5.2M |
| Focus Partners Wealth | 0.01% | Add +89.2% | 30,109 | $5.0M |
| Aspiriant, LLC | 0.14% | No change | 29,744 | $4.9M |
| Money Concepts Capital Corp. | 0.27% | Add +11.6% | 28,630 | $4.7M |
| Merit Financial Group, LLC | 0.04% | No change | 28,465 | $4.7M |
| Arkansas Financial Group, Inc. | 0.62% | Add +15.3% | 26,044 | $4.3M |
| DSG Capital Advisors, LLC | 0.64% | New | 24,800 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Add +0.8% | 25,111 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.2% | 25,039 | $4.2M |
| Captrust Financial Advisors | 0.01% | Add +4.3% | 24,131 | $4.0M |
| First Heartland Consultants, Inc. | 0.30% | Reduce -1.7% | 23,950 | $4.0M |
| EP Wealth Advisors, LLC | 0.02% | — | 22,709 | $3.8M |
| Asset Advisors Investment Management, LLC | 0.34% | Reduce -0.9% | 22,354 | $3.7M |
| Lido Advisors, LLC | 0.01% | Add +0.3% | 21,529 | $3.5M |
| ASL Financial, LLC | 2.67% | — | 20,464 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.0% | 19,841 | $3.3M |
| Stifel Financial Corp. | 0.00% | Reduce -5.0% | 19,487 | $3.2M |
| Truist Financial Corp. | 0.00% | Add +1.3% | 19,172 | $3.2M |
| NorthRock Partners, LLC | 0.05% | Add +0.9% | 16,944 | $2.8M |
| Ellis Investment Partners, LLC | 0.48% | Add +5.8% | 16,527 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +24.2% | 16,155 | $2.7M |
| Finley Financial, LLC | 1.21% | Reduce -1.3% | 15,987 | $2.7M |
| Coastal Bridge Advisors, LLC | 0.19% | Reduce -3.1% | 15,607 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +4.6% | 14,445 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -2.2% | 14,126 | $2.3M |
| Ritholtz Wealth Management | 0.04% | No change | 14,107 | $2.3M |
| AQR Capital Management | 0.00% | Add +19.8% | 13,865 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -0.4% | 12,586 | $2.1M |
| Greykasell Wealth Strategies, Inc. | 0.80% | Reduce -4.5% | 12,291 | $2.0M |
| Sage Investment Advisers LLC | 1.50% | — | 12,071 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.8% | 11,639 | $1.9M |
| Sigma Planning Corp | 0.05% | Add +2.6% | 10,868 | $1.8M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.69% | Reduce -0.7% | 10,697 | $1.8M |
| Thomasville National Bank | 0.11% | Reduce -3.0% | 10,360 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +303.7% | 9,737 | $1.6M |
| KERR FINANCIAL PLANNING Corp | 2.13% | Add +27.2% | 9,491 | $1.6M |
| IHT Wealth Management, LLC | 0.04% | Add +0.1% | 9,324 | $1.5M |
| Kaydan Wealth Management, Inc. | 0.45% | No change | 9,285 | $1.5M |
| Brown Advisory Inc. | 0.00% | No change | 9,000 | $1.5M |
| Kelman-Lazarov, Inc. | 0.21% | Reduce -0.2% | 8,871 | $1.5M |
| Fayez Sarofim & Co | 0.00% | No change | 8,000 | $1.3M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.1% | 7,871 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.2% | 7,637 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.3% | 7,333 | $1.2M |
| Novak & Powell Financial Services, Inc. | 0.63% | No change | 7,332 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -0.0% | 7,300 | $1.2M |
| Mathes Company, Inc. | 0.41% | Reduce -22.5% | 6,900 | $1.1M |
| NWF Advisory Services Inc. | 0.12% | No change | 6,530 | $1.1M |
| Cortland Associates Inc. | 0.14% | No change | 6,502 | $1.1M |
| GenWealth Group, Inc. | 0.18% | No change | 6,368 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +48.5% | 6,328 | $1.0M |
| Legacy Capital Group California, Inc. | 0.25% | New | 6,327 | $1.0M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -55.4% | 6,327 | $1.0M |
| Founders Financial Securities LLC | 0.06% | Reduce -0.9% | 6,202 | $1.0M |
| Waverly Advisors, LLC | 0.01% | New | 6,150 | $1.0M |
| Centric Wealth Management | 0.21% | Add +0.1% | 5,846 | $988K |
| Rik Saylor Financial, Inc. | 0.72% | Reduce -3.0% | 5,956 | $988K |
| National Bank of Canada | 0.00% | Reduce -15.7% | 5,897 | $978K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 5,866 | $973K |
| V2 Financial group LLC | 0.47% | No change | 5,800 | $962K |
| Bawa N Mallick Trust | 0.35% | No change | 5,750 | $953K |
| Northern Trust Corp. | 0.00% | Reduce -5.3% | 5,530 | $917K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +20.2% | 5,458 | $905K |
| Compound Planning, Inc. | 0.03% | No change | 5,440 | $902K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 5,436 | $901K |
| Riverbend Wealth Management, LLC | 0.56% | No change | 5,400 | $895K |
| Chung Wu Investment Group, LLC | 0.71% | No change | 5,220 | $866K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.5% | 5,199 | $862K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -4.8% | 5,806 | $848K |
| Patten & Patten Inc. | 0.05% | No change | 5,107 | $847K |
| Narus Financial Partners, LLC | 0.23% | No change | 5,100 | $846K |
| Equitable Holdings, Inc. | 0.01% | Add +3.2% | 5,066 | $840K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.9% | 5,025 | $833K |
"% 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.