iShares Dow Jones U.S. ETFIYYETF
13F holders, Q1 2026 (March 31)279holders −1
17new positions
18sold out
2famous investors
$158.93avg. 13F price*
At the end of Q1 2026, 279 institutions reported holding iShares Dow Jones U.S. ETF (IYY) in their 13F filings, down 1 from Q4 2025. 17 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($67.3M), LPL Financial LLC ($48.2M) and Bank of America Corp. ($39.5M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $6.7M |
| Exits | 18 | $40.0M |
All 13F filers, Q4 2025 → Q1 2026: 264,566 shares bought and 394,265 shares sold, net −129,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 279 holders
| Morgan Stanley | 0.00% | Reduce -3.1% | 424,458 | $67.3M |
| LPL Financial LLC | 0.01% | Reduce -2.3% | 304,502 | $48.2M |
| Bank of America Corp. | 0.00% | Add +27.5% | 249,037 | $39.5M |
| Savant Capital, LLC | 0.12% | Reduce -0.1% | 154,718 | $24.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.0% | 140,296 | $22.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 128,510 | $20.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +202.6% | 105,487 | $16.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.5% | 99,656 | $15.8M |
| Raymond James Financial Inc. | 0.00% | Add +6.0% | 96,343 | $15.3M |
| Apella Capital, LLC | 0.22% | Reduce -1.3% | 84,787 | $14.7M |
| Osaic Holdings, Inc. | 0.02% | Add +24.1% | 78,622 | $12.5M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 77,895 | $12.3M |
| Rothschild Wealth LLC | 1.08% | Reduce -3.0% | 75,755 | $12.0M |
| Cetera Investment Advisers | 0.01% | Reduce -1.5% | 61,041 | $9.7M |
| UBS Group AG | 0.00% | Reduce -10.0% | 56,528 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 43,544 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.3% | 40,671 | $6.4M |
| Bank of Montreal | 0.00% | Add +2.9% | 40,297 | $6.4M |
| Creative Planning | 0.00% | Add +3.2% | 37,974 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -32.3% | 36,378 | $5.8M |
| Steinberganna Wealth Management | 2.79% | Reduce -4.2% | 36,598 | $5.8M |
| FMR LLC | 0.00% | Add +6.1% | 35,994 | $5.7M |
| MAI Capital Management | 0.03% | Reduce -4.5% | 31,291 | $5.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 30,227 | $4.8M |
| Aspiriant, LLC | 0.13% | No change | 29,744 | $4.7M |
| Fifth Third Bancorp | 0.01% | Add +8150.6% | 29,537 | $4.7M |
| Focus Partners Wealth | 0.01% | Reduce -2.2% | 29,438 | $4.7M |
| Arkansas Financial Group, Inc. | 0.64% | Add +7.5% | 27,983 | $4.6M |
| Merit Financial Group, LLC | 0.03% | Add +1.0% | 28,750 | $4.6M |
| Money Concepts Capital Corp. | 0.25% | Reduce -0.9% | 28,362 | $4.5M |
| DSG Capital Advisors, LLC | 0.63% | No change | 24,800 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.3% | 24,797 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.1% | 24,505 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +23.4% | 24,473 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Add +0.6% | 25,189 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +0.3% | 24,204 | $3.8M |
| First Heartland Consultants, Inc. | 0.29% | Reduce -1.6% | 23,572 | $3.7M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 22,534 | $3.6M |
| Asset Advisors Investment Management, LLC | 0.33% | Reduce -1.4% | 22,049 | $3.5M |
| Lido Advisors, LLC | 0.01% | Reduce -2.2% | 21,058 | $3.3M |
| ASL Financial, LLC | 2.58% | Reduce -0.4% | 20,390 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +2.8% | 20,036 | $3.2M |
| Ritholtz Wealth Management | 0.05% | Add +38.5% | 19,542 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 19,127 | $3.0M |
| Ellis Investment Partners, LLC | 0.46% | Add +1.1% | 16,700 | $2.6M |
| NorthRock Partners, LLC | 0.04% | Reduce -2.6% | 16,498 | $2.6M |
| Sigma Planning Corp | 0.07% | Add +50.2% | 16,321 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.9% | 15,532 | $2.5M |
| Coastal Bridge Advisors, LLC | 0.17% | Reduce -1.9% | 15,307 | $2.4M |
| Finley Financial, LLC | 1.11% | Reduce -6.1% | 15,017 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 14,310 | $2.3M |
| Mariner, LLC | 0.00% | Add +7.0% | 13,473 | $2.1M |
| AQR Capital Management | 0.00% | Reduce -3.6% | 13,370 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -6.6% | 13,198 | $2.1M |
| Citadel Advisors | 0.00% | New | 12,986 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +149.5% | 12,363 | $2.0M |
| Greykasell Wealth Strategies, Inc. | 0.78% | Reduce -0.6% | 12,216 | $1.9M |
| Sage Investment Advisers LLC | 1.43% | Add +0.2% | 12,091 | $1.9M |
| KERR FINANCIAL PLANNING Corp | 1.19% | Add +3.2% | 9,794 | $1.7M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.71% | Reduce -0.7% | 10,620 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.3% | 10,324 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.3% | 10,057 | $1.6M |
| Kaydan Wealth Management, Inc. | 0.49% | Reduce -0.1% | 9,273 | $1.5M |
| IHT Wealth Management, LLC | 0.03% | Reduce -1.3% | 9,206 | $1.5M |
| Brown Advisory Inc. | 0.00% | No change | 9,000 | $1.4M |
| Kelman-Lazarov, Inc. | 0.20% | Reduce -0.2% | 8,850 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Add +67.3% | 8,696 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +11.6% | 8,143 | $1.3M |
| Fayez Sarofim & Co | 0.00% | No change | 8,000 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +19.5% | 7,562 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.2% | 7,349 | $1.2M |
| Novak & Powell Financial Services, Inc. | 0.63% | No change | 7,332 | $1.2M |
| Chung Wu Investment Group, LLC | 0.99% | Add +38.3% | 7,220 | $1.1M |
| Mathes Company, Inc. | 0.40% | No change | 6,900 | $1.1M |
| Ibex Wealth Advisors | 0.10% | New | 6,624 | $1.0M |
| NWF Advisory Services Inc. | 0.12% | No change | 6,530 | $1.0M |
| Cortland Associates Inc. | 0.15% | No change | 6,502 | $1.0M |
| Founders Financial Securities LLC | 0.06% | Add +0.0% | 6,204 | $1.0M |
| Centric Wealth Management | 0.20% | Add +0.1% | 5,854 | $1.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 6,420 | $1.0M |
| GenWealth Group, Inc. | 0.17% | No change | 6,368 | $1.0M |
| Legacy Capital Group California, Inc. | 0.38% | Add +0.2% | 6,341 | $1.0M |
| NorthCoast Asset Management LLC | 0.02% | Add +0.2% | 6,341 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -2.4% | 6,000 | $951K |
| Equitable Holdings, Inc. | 0.01% | Add +11.8% | 5,666 | $939K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,874 | $931K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.2% | 5,856 | $928K |
| Rik Saylor Financial, Inc. | 0.70% | Reduce -1.9% | 5,843 | $926K |
| Bawa N Mallick Trust | 0.37% | No change | 5,750 | $911K |
| National Bank of Canada | 0.00% | Reduce -3.4% | 5,697 | $902K |
| Northern Trust Corp. | 0.00% | No change | 5,530 | $876K |
| V2 Financial group LLC | 0.41% | Reduce -5.2% | 5,500 | $871K |
| TD Waterhouse Canada Inc. | 0.00% | Add +15.2% | 5,421 | $865K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 5,436 | $861K |
| Riverbend Wealth Management, LLC | 0.53% | No change | 5,400 | $856K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.7% | 5,310 | $841K |
| Patten & Patten Inc. | 0.05% | No change | 5,107 | $809K |
| Narus Financial Partners, LLC | 0.21% | No change | 5,100 | $808K |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 5,079 | $805K |
| New Wave Wealth Advisors LLC | 0.27% | No change | 4,800 | $761K |
"% 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.