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 |
| Susquehanna International Group, LLP | 0.00% | Reduce -14.1% | 4,955 | $822K |
| New Wave Wealth Advisors LLC | 0.29% | No change | 4,800 | $796K |
| Guardian Capital, LLC | 0.70% | — | 4,747 | $787K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 4,727 | $784K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -4.9% | 4,706 | $780K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 4,560 | $756K |
| Advisory Services Network, LLC | 0.01% | Reduce -14.1% | 4,503 | $747K |
| Mutual Advisors, LLC | 0.02% | Reduce -8.0% | 4,474 | $742K |
| Signal Advisors Wealth, LLC | 0.06% | Add +18.1% | 4,452 | $738K |
| HighPoint Advisor Group LLC | 0.02% | New | 4,361 | $723K |
| Smithfield Trust Co | 0.03% | No change | 4,354 | $722K |
| Daytona Street Capital LLC | 0.55% | — | 4,240 | $703K |
| Corient Private Wealth LP | 0.00% | Add +35.3% | 4,224 | $700K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,201 | $697K |
| Ballew Advisors, Inc | 0.38% | Reduce -1.9% | 4,040 | $683K |
| Heritage Investment Group, Inc. | 0.10% | No change | 4,094 | $679K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.8% | 3,927 | $651K |
| AE Wealth Management LLC | 0.00% | Reduce -6.0% | 3,912 | $649K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.9% | 3,848 | $638K |
| Sovereign Financial Group, Inc. | 0.11% | No change | 3,766 | $624K |
| Sonata Capital Group Inc. | 0.23% | Reduce -35.9% | 3,764 | $624K |
| SkyOak Wealth, LLC | 0.11% | Reduce -4.1% | 3,730 | $618K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -14.0% | 3,679 | $610K |
| Larson Financial Group LLC | 0.02% | Add +0.3% | 3,605 | $598K |
| Clark Asset Management, LLC | 0.06% | No change | 3,540 | $587K |
| Evanson Asset Management, LLC | 0.03% | Add +0.3% | 3,425 | $568K |
| Wealthspire Advisors, LLC | 0.00% | Add +106.1% | 3,405 | $565K |
| Capital Investment Advisors, LLC | 0.01% | Add +3.0% | 3,377 | $560K |
| CCG Wealth Management, LLC | 0.23% | No change | 3,302 | $548K |
| Fairvoy Private Wealth, LLC | 0.12% | No change | 3,293 | $546K |
| Westside Investment Management, Inc. | 0.09% | Add +9.3% | 3,245 | $538K |
| Wedbush Securities Inc. | 0.02% | Reduce -28.8% | 3,219 | $534K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.1% | 3,214 | $533K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 3,146 | $522K |
| US Bancorp \de | 0.00% | Reduce -1.2% | 3,128 | $519K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 3,049 | $506K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.2% | 3,044 | $505K |
| Fiduciary Alliance LLC | 0.03% | Add +0.3% | 3,036 | $503K |
| Quantinno Capital Management LP | 0.00% | Add +8.1% | 2,985 | $495K |
| Laurel Wealth Planning LLC | 0.26% | No change | 2,854 | $473K |
| Private Wealth Partners, LLC | 0.03% | No change | 2,820 | $468K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,818 | $467K |
| Cwm, LLC | 0.00% | Reduce -0.5% | 2,769 | $459K |
| Financial Partners Group, Inc | 0.05% | No change | 2,711 | $456K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +20.2% | 2,712 | $450K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.5% | 2,616 | $434K |
| Keybank National Association | 0.00% | Reduce -12.6% | 2,601 | $431K |
| Independent Financial Group, LLC | 0.01% | No change | 2,543 | $422K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.7% | 2,421 | $401K |
| Silver Oak Advisory Group, Inc. | 0.18% | Reduce -4.8% | 2,416 | $400K |
| Peachtree Investment Partners, LLC | 0.13% | Add +0.3% | 2,402 | $398K |
| Burke & Herbert Bank & Trust Co. | 0.11% | Reduce -3.2% | 2,382 | $395K |
| Bernicke Wealth Management, Ltd. | 0.05% | — | 2,351 | $390K |
| Aspect Partners, LLC | 0.17% | No change | 2,342 | $388K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,331 | $387K |
| &partners | 0.00% | New | 2,326 | $386K |
| One Wealth Map LLC | 0.20% | No change | 2,270 | $384K |
| Penobscot Wealth Management | 0.12% | No change | 2,308 | $383K |
| Hubbell Strickland Wealth Management, LLC | 0.15% | Add +0.1% | 2,275 | $377K |
| Melfa Wealth Management, Inc. | 0.22% | Reduce -0.8% | 2,253 | $374K |
| SP Asset Management LLC | 0.03% | Add +0.3% | 2,253 | $374K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 2,218 | $368K |
| Yoder Wealth Management, Inc. | 0.17% | No change | 2,190 | $363K |
| Essex LLC | 0.06% | No change | 2,170 | $360K |
| Clarity Wealth Advisors, LLC | 0.07% | No change | 2,119 | $351K |
| Boreal Capital Management LLC | 0.32% | Add +7.2% | 2,112 | $350K |
| Legacy Financial Group, Inc. | 0.09% | No change | 2,112 | $350K |
| Planned Solutions, Inc. | 0.11% | No change | 2,106 | $349K |
| Certuity, LLC | 0.02% | No change | 2,057 | $341K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 2,054 | $341K |
| Cooper/Haims Advisors, LLC | 0.15% | No change | 2,044 | $339K |
| Wealthstar Advisors, LLC | 0.18% | Add +1.9% | 2,031 | $337K |
| Edge Wealth Management LLC | 0.06% | Reduce -20.1% | 1,982 | $329K |
| Eagle Harbor Asset Management Inc. | 0.27% | Add +0.1% | 1,980 | $328K |
| Curat Global, LLC | 0.36% | No change | 1,948 | $323K |
| Sandy Cove Advisors, LLC | 0.09% | No change | 1,923 | $319K |
| Principal Securities, Inc. | 0.00% | Reduce -2.8% | 1,900 | $315K |
| Perigon Wealth Management, LLC | 0.01% | No change | 1,900 | $315K |
| Foundations Investment Advisors, LLC | 0.00% | New | 1,885 | $313K |
| KKM Financial LLC | 0.06% | Reduce -17.4% | 1,878 | $311K |
| Allworth Financial LP | 0.00% | Reduce -11.7% | 1,864 | $309K |
| Reflection Asset Management | 0.22% | — | 1,844 | $309K |
| MBA Advisors LLC | 0.12% | Add +20.8% | 1,832 | $304K |
| North Star Asset Management Inc. | 0.01% | No change | 1,800 | $298K |
| Guided Capital Wealth Management, LLC | 0.20% | No change | 1,738 | $288K |
| Balentine LLC | 0.01% | No change | 1,726 | $286K |
| Garner Asset Management Corp | 0.11% | Add +0.2% | 1,697 | $281K |
| Arkadios Wealth Advisors | 0.01% | New | 1,685 | $279K |
| SC&H Financial Advisors, Inc. | 0.04% | No change | 1,636 | $271K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -32.7% | 1,620 | $269K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 1,571 | $260K |
| BLB&B Advisors, LLC | 0.01% | No change | 1,570 | $260K |
| BridgePort Financial Solutions, LLC | 0.07% | Add +0.1% | 1,546 | $256K |
| Great Lakes Retirement, Inc. | 0.03% | Reduce -1.0% | 1,527 | $253K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -4.3% | 1,523 | $253K |
| Carnegie Investment Counsel | 0.00% | No change | 1,515 | $251K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.12% | Add +258.1% | 10,743 | $251K |
| Procyon Advisors, LLC | 0.01% | No change | 1,512 | $251K |
| WBH Advisory Inc. | 0.02% | No change | 1,500 | $249K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 1,495 | $248K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -52.7% | 1,495 | $248K |
| Washburn Capital Management, Inc. | 0.13% | Reduce -16.7% | 1,453 | $241K |
| SRH Advisors, LLC | 0.07% | No change | 1,450 | $240K |
| VeraBank, N.A. | 0.04% | No change | 1,446 | $240K |
| Main Street Research LLC | 0.01% | No change | 1,446 | $240K |
| Members Trust Co | 0.01% | No change | 1,420 | $235K |
| Aureum Wealth Management, LLC | 0.22% | — | 1,400 | $232K |
| Fagan Associates, Inc. | 0.03% | No change | 1,400 | $232K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 1,391 | $231K |
| Wedmont Private Capital | 0.01% | No change | 1,363 | $229K |
| Destination Wealth Management | 0.01% | No change | 1,380 | $229K |
| Tyche Wealth Partners LLC | 0.04% | No change | 1,365 | $226K |
| Nottingham Advisors, Inc. | 0.03% | No change | 1,346 | $223K |
| Red Door Wealth Management, LLC | 0.02% | Reduce -4.9% | 1,329 | $220K |
| Snowden Capital Advisors LLC | 0.01% | No change | 1,263 | $209K |
| Baker Avenue Asset Management, LP | 0.00% | No change | 1,258 | $209K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,258 | $209K |
| Kapstone Financial Advisors LLC | 0.10% | New | 1,251 | $207K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 1,245 | $206K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -66.7% | 1,200 | $199K |
| Centaurus Financial, Inc. | 0.01% | Add +0.5% | 1,196 | $198K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.3% | 1,080 | $179K |
| IFP Advisors, Inc | 0.00% | Add +2.4% | 1,071 | $178K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,069 | $177K |
| BlackRock, Inc. | 0.00% | Reduce -85.9% | 984 | $163K |
| EFG International AG | 0.00% | — | 957 | $159K |
| Simplex Trading, LLC | 0.00% | New | 933 | $155K |
| Blair William & Co. | 0.00% | No change | 910 | $151K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 876 | $145K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 800 | $133K |
| Assetmark, Inc. | 0.00% | No change | 780 | $129K |
| Integrity Financial Corp | 0.06% | Add +0.3% | 741 | $123K |
| Ameriflex Group, Inc. | 0.05% | Reduce -50.0% | 588 | $97K |
| Quest 10 Wealth Builders, Inc. | 0.09% | No change | 573 | $95K |
| Triumph Capital Management | 0.02% | New | 573 | $95K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -51.2% | 549 | $93K |
| Archer Investment Corp | 0.02% | Reduce -46.2% | 522 | $87K |
| Grove Bank & Trust | 0.01% | No change | 497 | $82K |
| Sound Income Strategies, LLC | 0.00% | Add +0.2% | 484 | $81K |
| AdvisorNet Financial, Inc | 0.00% | No change | 480 | $80K |
| Bangor Savings Bank | 0.01% | No change | 472 | $78K |
| Montag A & Associates Inc. | 0.00% | No change | 437 | $72K |
| Townsend Asset Management Corp. /NC/ | 0.02% | No change | 400 | $66K |
| St Germain D J Co. Inc. | 0.00% | No change | 364 | $60K |
| Fifth Third Bancorp | 0.00% | No change | 358 | $59K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 315 | $52K |
| AlphaCore Capital LLC | 0.00% | New | 300 | $50K |
| Arax Advisory Partners | 0.00% | New | 284 | $47K |
| MTM Investment Management, LLC | 0.01% | No change | 270 | $45K |
| Anchor Investment Management, LLC | 0.00% | No change | 257 | $43K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -2.4% | 244 | $40K |
| Glassman Wealth Services | 0.00% | No change | 200 | $33K |
| Franklin Resources Inc. | 0.00% | No change | 200 | $33K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 190 | $32K |
| Three Bearings Fiduciary Advisors, Inc. | 0.03% | — | 168 | $28K |
| Aptus Capital Advisors, LLC | 0.00% | New | 160 | $27K |
| West Financial Advisors, LLC | 0.00% | No change | 146 | $24K |
| Hughes Financial Services, LLC | 0.00% | No change | 126 | $21K |
| HighMark Wealth Management LLC | 0.01% | Add +0.9% | 117 | $19K |
| Meramec Financial Planners, LLC | 0.01% | — | 100 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 100 | $17K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 100 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 95 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 84 | $14K |
| Atlantic Union Bankshares Corp | 0.00% | New | 83 | $14K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -21.4% | 81 | $13K |
| SHP Wealth Management | 0.00% | — | 75 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 74 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 66 | $11K |
| Dunhill Financial, LLC | 0.00% | No change | 63 | $10K |
| International Assets Investment Management, LLC | 0.00% | New | 47 | $8K |
| Piedmont Capital Management, LLC | 0.01% | — | 46 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 38 | $6K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 35 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | New | 28 | $5K |
| 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% | No change | 15 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $598 |
| Kilter Group LLC | 0.00% | No change | 2 | $332 |
"% 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.