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 |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +4.5% | 4,765 | $755K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.1% | 4,629 | $734K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,495 | $712K |
| Westside Investment Management, Inc. | 0.11% | Add +36.8% | 4,440 | $704K |
| HighPoint Advisor Group LLC | 0.03% | Add +1.6% | 4,430 | $702K |
| Smithfield Trust Co | 0.03% | No change | 4,354 | $690K |
| Daytona Street Capital LLC | 0.52% | No change | 4,240 | $680K |
| Corient Private Wealth LP | 0.00% | Add +1.2% | 4,276 | $678K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,201 | $666K |
| Mutual Advisors, LLC | 0.01% | Reduce -7.2% | 4,150 | $658K |
| Heritage Investment Group, Inc. | 0.10% | No change | 4,094 | $649K |
| Guardian Capital, LLC | 0.60% | Reduce -15.9% | 3,991 | $632K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.0% | 3,966 | $628K |
| Twin Focus Capital Partners, LLC | 0.07% | Add +26.7% | 3,864 | $612K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.1% | 3,845 | $609K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -0.9% | 3,732 | $591K |
| SkyOak Wealth, LLC | 0.11% | No change | 3,730 | $591K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,679 | $583K |
| Larson Financial Group LLC | 0.02% | Add +0.2% | 3,613 | $572K |
| Ballew Advisors, Inc | 0.32% | Reduce -15.1% | 3,430 | $568K |
| Clark Asset Management, LLC | 0.05% | No change | 3,540 | $561K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -21.1% | 3,513 | $557K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.7% | 3,482 | $552K |
| Evanson Asset Management, LLC | 0.03% | Add +0.2% | 3,432 | $544K |
| AE Wealth Management LLC | 0.00% | Reduce -13.3% | 3,392 | $538K |
| CCG Wealth Management, LLC | 0.14% | No change | 3,302 | $523K |
| Fairvoy Private Wealth, LLC | 0.12% | No change | 3,293 | $522K |
| Fiduciary Alliance LLC | 0.03% | Add +0.2% | 3,043 | $518K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.5% | 3,260 | $517K |
| Wedbush Securities Inc. | 0.01% | No change | 3,219 | $510K |
| Advisory Services Network, LLC | 0.01% | Reduce -29.3% | 3,183 | $504K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.2% | 3,144 | $498K |
| US Bancorp \de | 0.00% | Reduce -1.8% | 3,072 | $487K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 3,044 | $482K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.22% | Reduce -72.1% | 3,000 | $475K |
| Cresset Asset Management, LLC | 0.00% | New | 2,912 | $461K |
| Cwm, LLC | 0.00% | Add +4.3% | 2,887 | $457K |
| Laurel Wealth Planning LLC | 0.24% | No change | 2,854 | $452K |
| Vontobel Holding Ltd. | 0.00% | New | 2,838 | $450K |
| Quantinno Capital Management LP | 0.00% | Reduce -5.0% | 2,835 | $449K |
| Private Wealth Partners, LLC | 0.03% | No change | 2,820 | $447K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,818 | $447K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -18.2% | 2,786 | $441K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.1% | 2,714 | $430K |
| Financial Partners Group, Inc | 0.05% | No change | 2,711 | $430K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.6% | 2,601 | $412K |
| Summit Wealth Group LLC / Co. | 0.04% | New | 2,560 | $406K |
| Bernicke Wealth Management, Ltd. | 0.05% | No change | 2,351 | $373K |
| Aspect Partners, LLC | 0.15% | No change | 2,342 | $371K |
| Silver Oak Advisory Group, Inc. | 0.16% | Reduce -3.2% | 2,339 | $370K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,331 | $369K |
| Penobscot Wealth Management | 0.11% | No change | 2,308 | $366K |
| &partners | 0.00% | Reduce -1.3% | 2,297 | $364K |
| Hubbell Strickland Wealth Management, LLC | 0.14% | Add +0.1% | 2,277 | $361K |
| Sonata Capital Group Inc. | 0.13% | Reduce -39.8% | 2,265 | $359K |
| SP Asset Management LLC | 0.03% | Add +0.2% | 2,258 | $358K |
| Melfa Wealth Management, Inc. | 0.20% | No change | 2,253 | $357K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 2,218 | $351K |
| One Wealth Map LLC | 0.17% | Reduce -11.9% | 2,000 | $351K |
| Yoder Wealth Management, Inc. | 0.16% | No change | 2,190 | $347K |
| Harbour Investments, Inc. | 0.01% | Add +2197.9% | 2,183 | $346K |
| Essex LLC | 0.06% | No change | 2,170 | $344K |
| Burke & Herbert Bank & Trust Co. | 0.09% | Reduce -9.2% | 2,162 | $343K |
| Legacy Financial Group, Inc. | 0.09% | No change | 2,112 | $335K |
| Planned Solutions, Inc. | 0.11% | No change | 2,106 | $334K |
| Brighton Jones LLC | 0.01% | New | 2,085 | $330K |
| Certuity, LLC | 0.02% | No change | 2,057 | $326K |
| Kapstone Financial Advisors LLC | 0.16% | Add +64.0% | 2,051 | $325K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -1.9% | 2,016 | $319K |
| Independent Financial Group, LLC | 0.01% | Reduce -21.1% | 2,007 | $318K |
| Allworth Financial LP | 0.00% | Add +7.1% | 1,996 | $316K |
| Edge Wealth Management LLC | 0.05% | No change | 1,982 | $314K |
| KKM Financial LLC | 0.06% | No change | 1,878 | $311K |
| Reflection Asset Management | 0.19% | Reduce -3.5% | 1,780 | $311K |
| Curat Global, LLC | 0.30% | No change | 1,948 | $309K |
| Wealthstar Advisors, LLC | 0.18% | Reduce -4.6% | 1,937 | $307K |
| Cooper/Haims Advisors, LLC | 0.14% | Reduce -5.8% | 1,925 | $305K |
| Sandy Cove Advisors, LLC | 0.09% | No change | 1,923 | $305K |
| Clarity Wealth Advisors, LLC | 0.06% | Reduce -9.5% | 1,917 | $304K |
| Perigon Wealth Management, LLC | 0.01% | No change | 1,900 | $301K |
| Principal Securities, Inc. | 0.00% | Reduce -0.6% | 1,888 | $299K |
| Peachtree Investment Partners, LLC | 0.11% | Reduce -22.6% | 1,859 | $295K |
| MBA Advisors LLC | 0.11% | Add +0.2% | 1,836 | $291K |
| Smith Chas P & Associates Pa Cpas | 0.02% | New | 1,800 | $285K |
| North Star Asset Management Inc. | 0.01% | No change | 1,800 | $285K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,787 | $283K |
| Hamrick Investment Counsel, llc | 0.16% | New | 1,769 | $280K |
| Guided Capital Wealth Management, LLC | 0.18% | No change | 1,738 | $275K |
| Balentine LLC | 0.01% | No change | 1,726 | $273K |
| Garner Asset Management Corp | 0.11% | Add +0.2% | 1,700 | $269K |
| Arkadios Wealth Advisors | 0.00% | Add +0.1% | 1,687 | $267K |
| SC&H Financial Advisors, Inc. | 0.04% | No change | 1,636 | $259K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.2% | 1,574 | $249K |
| BLB&B Advisors, LLC | 0.01% | No change | 1,570 | $249K |
| BridgePort Financial Solutions, LLC | 0.07% | No change | 1,546 | $245K |
| Great Lakes Retirement, Inc. | 0.03% | Reduce -0.3% | 1,523 | $241K |
| WBH Advisory Inc. | 0.02% | No change | 1,500 | $239K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -0.8% | 1,510 | $239K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +0.3% | 1,499 | $238K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 1,495 | $237K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -8.8% | 1,478 | $234K |
| Washburn Capital Management, Inc. | 0.13% | No change | 1,453 | $230K |
| SRH Advisors, LLC | 0.07% | No change | 1,450 | $230K |
| Main Street Research LLC | 0.01% | No change | 1,446 | $229K |
| Members Trust Co | 0.01% | No change | 1,420 | $225K |
| Wedmont Private Capital | 0.01% | No change | 1,363 | $224K |
| Fagan Associates, Inc. | 0.03% | No change | 1,400 | $222K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -42.8% | 1,384 | $219K |
| Destination Wealth Management | 0.01% | No change | 1,380 | $219K |
| Tyche Wealth Partners LLC | 0.03% | No change | 1,365 | $216K |
| Aureum Wealth Management, LLC | 0.15% | Reduce -3.2% | 1,355 | $215K |
| Red Door Wealth Management, LLC | 0.02% | Reduce -0.4% | 1,324 | $210K |
| VeraBank, N.A. | 0.04% | Reduce -8.6% | 1,322 | $209K |
| Snowden Capital Advisors LLC | 0.01% | No change | 1,263 | $200K |
| Princeton Global Asset Management LLC | 0.03% | No change | 1,200 | $190K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -4.7% | 1,199 | $190K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,196 | $189K |
| Synergy Investment Management, LLC | 0.06% | New | 1,150 | $182K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.2% | 1,082 | $172K |
| IFP Advisors, Inc | 0.00% | No change | 1,071 | $170K |
| BlackRock, Inc. | 0.00% | Add +0.3% | 987 | $156K |
| Blair William & Co. | 0.00% | No change | 910 | $144K |
| Keating Financial Advisory Services, Inc. | 0.02% | No change | 876 | $139K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 800 | $127K |
| Assetmark, Inc. | 0.00% | No change | 780 | $124K |
| Integrity Financial Corp | 0.06% | Add +0.1% | 742 | $118K |
| Boreal Capital Management LLC | 0.11% | Reduce -66.9% | 700 | $111K |
| Vanguard Advisers Inc. | 0.00% | — | 674 | $107K |
| Ameriflex Group, Inc. | 0.05% | No change | 588 | $93K |
| Quest 10 Wealth Builders, Inc. | 0.08% | No change | 573 | $91K |
| Triumph Capital Management | 0.02% | No change | 573 | $91K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 549 | $88K |
| Archer Investment Corp | 0.02% | Add +0.2% | 523 | $83K |
| Financial Life Planners | 0.06% | New | 510 | $81K |
| Grove Bank & Trust | 0.01% | No change | 497 | $79K |
| AdvisorNet Financial, Inc | 0.00% | No change | 480 | $76K |
| EFG International AG | 0.00% | Reduce -50.0% | 478 | $76K |
| Bangor Savings Bank | 0.01% | No change | 472 | $75K |
| Montag A & Associates Inc. | 0.00% | No change | 437 | $69K |
| Townsend Asset Management Corp. /NC/ | 0.02% | No change | 400 | $63K |
| St Germain D J Co. Inc. | 0.00% | No change | 364 | $58K |
| SHP Wealth Management | 0.00% | Add +372.0% | 354 | $56K |
| AlphaCore Capital LLC | 0.00% | No change | 300 | $48K |
| MTM Investment Management, LLC | 0.01% | No change | 270 | $43K |
| Anchor Investment Management, LLC | 0.00% | No change | 257 | $41K |
| Sunbelt Securities, Inc. | 0.00% | No change | 244 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 206 | $33K |
| Glassman Wealth Services | 0.00% | No change | 200 | $32K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 200 | $32K |
| Franklin Resources Inc. | 0.00% | No change | 200 | $32K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 190 | $30K |
| Three Bearings Fiduciary Advisors, Inc. | 0.03% | No change | 168 | $27K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 160 | $25K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 160 | $25K |
| West Financial Advisors, LLC | 0.00% | No change | 146 | $23K |
| Hughes Financial Services, LLC | 0.00% | No change | 126 | $20K |
| HighMark Wealth Management LLC | 0.01% | No change | 117 | $19K |
| Meramec Financial Planners, LLC | 0.01% | No change | 100 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 100 | $16K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 100 | $16K |
| Marshall Investment Management, LLC | 0.01% | New | 96 | $15K |
| Qube Research & Technologies Ltd | 0.00% | Add +8.6% | 88 | $14K |
| Creative Financial Designs Inc. | 0.00% | No change | 84 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 83 | $13K |
| Bogart Wealth, LLC | 0.00% | Add +4.0% | 77 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 66 | $10K |
| Dunhill Financial, LLC | 0.00% | Reduce -1.6% | 62 | $10K |
| Main Street Group, LTD | 0.00% | New | 52 | $8K |
| International Assets Investment Management, LLC | 0.00% | No change | 47 | $8K |
| Piedmont Capital Management, LLC | 0.00% | No change | 46 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 38 | $6K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 35 | $6K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 30 | $5K |
| Private Trust Co. NA | 0.00% | No change | 25 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -95.9% | 20 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 17 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -25.0% | 3 | $571 |
| Kilter Group LLC | 0.00% | No change | 2 | $317 |
| Citigroup Inc. | 0.00% | New | 1 | $158 |
"% 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.