iShares Dow Jones U.S. ETFIYYETF

13F holders, Q2 2026 (June 30)
293holders +14
25new positions
10sold out
2famous investors
$182.30avg. 13F price*

At the end of Q2 2026, 293 institutions reported holding iShares Dow Jones U.S. ETF (IYY) in their 13F filings, up 14 from Q1 2026. 25 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($77.0M), LPL Financial LLC ($61.3M) and Bank of America Corp. ($45.3M). 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

0100200300 Q1 2024: 222Q1 2024Q2 2024: 221Q2 2024Q3 2024: 237Q3 2024Q4 2024: 263Q4 2024Q1 2025: 253Q1 2025Q2 2025: 260Q2 2025Q3 2025: 264Q3 2025Q4 2025: 280Q4 2025Q1 2026: 279Q1 2026Q2 2026: 293Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions25$21.4M
Exits10$4.5M

All 13F filers, Q1 2026 → Q2 2026: 276,598 shares bought and 217,486 shares sold, net +59,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 293 holders

Morgan Stanley 0.00% Reduce -0.5% 422,361 $77.0M
LPL Financial LLC 0.01% Add +10.4% 336,065 $61.3M
Bank of America Corp. 0.00% Reduce -0.1% 248,722 $45.3M
Savant Capital, LLC 0.08% Reduce -0.1% 154,494 $28.2M
PNC Financial Services Group, Inc. 0.01% Reduce -0.2% 139,986 $25.5M
Wells Fargo & Company 0.00% Reduce -3.3% 124,307 $22.7M
Ameriprise Financial Inc. 0.00% Add +152.3% 102,627 $18.7M
Royal Bank of Canada 0.00% Add +11.9% 87,183 $15.9M
Apella Capital, LLC 0.22% Reduce -0.5% 84,331 $15.4M
Osaic Holdings, Inc. 0.02% Add +2.7% 80,777 $14.7M
Rothschild Wealth LLC 1.05% Reduce -5.2% 71,806 $13.1M
Raymond James Financial Inc. 0.00% Reduce -26.6% 70,742 $12.9M
Cetera Investment Advisers 0.01% Add +1.3% 61,828 $11.3M
Commonwealth Equity Services, LLC 0.01% Reduce -43.5% 56,266 $10.3M
UBS Group AG 0.00% Reduce -3.2% 54,703 $10.0M
Kestra Advisory Services, LLC 0.03% Reduce -54.8% 47,683 $8.7M
COFG Advisors, LLC 1.41% New 44,895 $8.2M
Envestnet Asset Management Inc. 0.00% Add +1.2% 44,050 $8.0M
Bank of Montreal 0.00% Reduce -0.6% 40,054 $7.3M
Elevation Capital Advisory, LLC 2.72% New 38,714 $7.1M
FMR LLC 0.00% Add +6.0% 38,171 $7.0M
Creative Planning 0.00% Reduce -0.6% 37,743 $6.9M
Steinberganna Wealth Management 2.69% Reduce -0.9% 36,265 $6.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.8% 35,344 $6.5M
MAI Capital Management 0.02% Add +8.3% 33,871 $6.2M
Bank of New York Mellon Corp 0.00% Reduce -0.0% 30,220 $5.5M
Money Concepts Capital Corp. 0.25% Add +5.6% 29,949 $5.5M
Aspiriant, LLC 0.13% No change 29,744 $5.4M
Arkansas Financial Group, Inc. 0.71% Add +6.2% 29,721 $5.4M
Goldman Sachs Group Inc. 0.00% Add +21.2% 29,703 $5.4M
Fifth Third Bancorp 0.01% Reduce -0.1% 29,510 $5.4M
Focus Partners Wealth 0.01% Add +0.1% 29,467 $5.4M
Merit Financial Group, LLC 0.03% No change 28,750 $5.2M
Captrust Financial Advisors 0.01% Add +6.1% 25,687 $4.7M
JPMorgan Chase & Co. 0.00% Add +0.0% 25,193 $4.6M
DSG Capital Advisors, LLC 0.65% No change 24,800 $4.5M
First Heartland Consultants, Inc. 0.28% Reduce -0.3% 23,497 $4.3M
EP Wealth Advisors, LLC 0.02% Reduce -0.5% 22,414 $4.1M
Asset Advisors Investment Management, LLC 0.36% Reduce -3.6% 21,249 $3.9M
ASL Financial, LLC 2.60% Reduce -0.7% 20,240 $3.7M
Stifel Financial Corp. 0.00% Reduce -0.9% 19,853 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -19.3% 19,746 $3.6M
Lido Advisors, LLC 0.01% Reduce -7.0% 19,592 $3.6M
Ritholtz Wealth Management 0.05% Reduce -0.0% 19,540 $3.6M
AQR Capital Management 0.00% Add +40.7% 18,809 $3.4M
Truist Financial Corp. 0.00% Reduce -3.0% 18,553 $3.4M
Ellis Investment Partners, LLC 0.49% Add +5.4% 17,601 $3.2M
NorthRock Partners, LLC 0.04% No change 16,498 $3.0M
Sigma Planning Corp 0.08% Add +1.0% 16,490 $3.0M
Citadel Advisors 0.00% Add +25.8% 16,335 $3.0M
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.0% 15,225 $2.8M
Coastal Bridge Advisors, LLC 0.16% Reduce -4.7% 14,592 $2.7M
HighTower Advisors, LLC 0.00% Add +1.4% 14,510 $2.6M
Finley Financial, LLC 1.03% Reduce -6.7% 14,017 $2.6M
Brown Advisory Inc. 0.00% Add +42.0% 12,784 $2.3M
Stratos Wealth Advisors, LLC 0.13% Reduce -4.0% 12,671 $2.3M
Greykasell Wealth Strategies, Inc. 0.81% Reduce -0.4% 12,166 $2.2M
Sage Investment Advisers LLC 1.48% Add +0.1% 12,107 $2.2M
Mariner, LLC 0.00% Reduce -11.9% 11,875 $2.2M
Jones Financial Companies LLLP 0.00% Add +46.1% 11,049 $2.0M
Mine & Arao Wealth Creation & Management, LLC. 0.70% Reduce -0.5% 10,568 $1.9M
Thomasville National Bank 0.10% — 10,335 $1.9M
Rockefeller Capital Management L.P. 0.00% Add +0.0% 10,059 $1.8M
Mercer Global Advisors Inc. 0.00% Reduce -3.5% 9,960 $1.8M
KERR FINANCIAL PLANNING Corp 1.99% Reduce -0.3% 9,769 $1.8M
Kaydan Wealth Management, Inc. 0.52% No change 9,273 $1.7M
IHT Wealth Management, LLC 0.04% Reduce -0.2% 9,189 $1.7M
Kelman-Lazarov, Inc. 0.21% Reduce -0.1% 8,838 $1.6M
Farther Finance Advisors, LLC 0.01% Reduce -0.9% 8,621 $1.6M
MML Investors Services, LLC 0.00% Add +4.0% 8,470 $1.5M
Fayez Sarofim & Co 0.00% No change 8,000 $1.5M
Cullen/Frost Bankers, Inc. 0.01% Add +0.2% 7,363 $1.3M
Novak & Powell Financial Services, Inc. 0.63% No change 7,332 $1.3M
Mathes Company, Inc. 0.39% No change 6,900 $1.3M
Clark Asset Management, LLC 0.10% Add +94.9% 6,900 $1.3M
Ibex Wealth Advisors 0.10% Add +0.5% 6,655 $1.2M
NWF Advisory Services Inc. 0.11% No change 6,530 $1.2M
Cortland Associates Inc. 0.17% No change 6,502 $1.2M
Legacy Capital Group California, Inc. 0.35% Add +0.2% 6,354 $1.2M
NorthCoast Asset Management LLC 0.03% Add +0.2% 6,353 $1.2M
GenWealth Group, Inc. 0.18% Reduce -0.9% 6,310 $1.2M
Private Advisor Group, LLC 0.01% Reduce -75.2% 6,157 $1.1M
Founders Financial Securities LLC 0.06% Reduce -1.0% 6,142 $1.1M
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -4.4% 6,137 $1.1M
Quantinno Capital Management LP 0.00% Add +114.5% 6,081 $1.1M
Equitable Holdings, Inc. 0.01% Add +6.0% 6,008 $1.1M
Waverly Advisors, LLC 0.01% No change 6,000 $1.1M
CIBC Bancorp USA Inc. 0.00% Add +0.8% 5,924 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -0.0% 5,855 $1.1M
Rik Saylor Financial, Inc. 0.71% No change 5,843 $1.1M
Bawa N Mallick Trust 0.34% No change 5,750 $1.0M
National Bank of Canada 0.00% No change 5,697 $1.0M
J.W. Cole Advisors, Inc. 0.02% New 5,635 $1.0M
Centric Wealth Management 0.16% No change 5,854 $1.0M
V2 Financial group LLC 0.37% No change 5,500 $1.0M
Northern Trust Corp. 0.00% Reduce -1.8% 5,430 $990K
TD Waterhouse Canada Inc. 0.00% No change 5,421 $986K
Riverbend Wealth Management, LLC 0.50% No change 5,400 $984K
Chung Wu Investment Group, LLC 0.63% Reduce -27.7% 5,220 $952K
Patten & Patten Inc. 0.05% No change 5,107 $931K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -8.5% 4,976 $907K
New Wave Wealth Advisors LLC 0.24% No change 4,800 $875K
Vontobel Holding Ltd. 0.00% Add +64.0% 4,655 $849K
Janney Montgomery Scott LLC 0.00% Add +0.0% 4,630 $844K
Westside Investment Management, Inc. 0.11% Add +2.8% 4,565 $832K
Narus Financial Partners, LLC 0.21% Reduce -11.8% 4,500 $820K
Beacon Pointe Advisors, LLC 0.00% No change 4,495 $819K
HighPoint Advisor Group LLC 0.03% No change 4,430 $807K
Pinnacle Financial Partners, Inc. 0.01% Reduce -8.6% 4,355 $794K
Smithfield Trust Co 0.03% No change 4,354 $793K
Daytona Street Capital LLC 0.57% No change 4,240 $779K
BlackRock, Inc. 0.00% Add +327.8% 4,222 $770K
Baird Financial Group, Inc. 0.00% No change 4,201 $766K
Smith Chas P & Associates Pa Cpas 0.04% Add +133.2% 4,197 $765K
Mutual Advisors, LLC 0.01% Add +0.1% 4,153 $757K
Heritage Investment Group, Inc. 0.10% No change 4,094 $746K
United Capital Financial Advisors, LLC 0.00% Reduce -0.4% 3,951 $720K
Northwestern Mutual Wealth Management Co. 0.00% Add +12.3% 3,910 $713K
Twin Focus Capital Partners, LLC 0.07% No change 3,864 $704K
HRT Financial LP 0.00% New 3,864 $704K
SkyOak Wealth, LLC 0.11% No change 3,730 $680K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 3,679 $671K
Sovereign Financial Group, Inc. 0.10% Reduce -1.9% 3,662 $668K
Signal Advisors Wealth, LLC 0.03% Add +0.5% 3,529 $643K
International Assets Investment Management, LLC 0.04% Add +7391.5% 3,521 $641K
Larson Financial Group LLC 0.02% Reduce -2.9% 3,510 $640K
Evanson Financial, LLC 0.03% — 3,439 $627K
Ballew Advisors, Inc 0.32% Reduce -1.2% 3,390 $616K
CCG Wealth Management, LLC 0.14% No change 3,302 $602K
Fairvoy Private Wealth, LLC 0.12% No change 3,293 $600K
Capital Investment Advisors, LLC 0.01% Add +0.0% 3,261 $594K
Wedbush Securities Inc. 0.02% No change 3,219 $587K
Cerity Partners LLC 0.00% New 3,126 $570K
Concurrent Investment Advisors, LLC 0.00% Reduce -0.8% 3,120 $569K
Advisory Services Network, LLC 0.01% Reduce -2.2% 3,113 $568K
US Bancorp \de 0.00% No change 3,072 $560K
Fiduciary Alliance LLC 0.04% Add +0.2% 3,049 $556K
Rwa Wealth Partners, LLC 0.01% No change 3,044 $555K
Federation des caisses Desjardins du Quebec 0.00% Reduce -42.8% 3,035 $553K
Kingsview Wealth Management, LLC 0.01% Add +50.3% 3,029 $552K
Murphy, Middleton, Hinkle & Parker, Inc. 0.22% No change 3,000 $547K
Glenmede Trust Co. NA 0.00% New 2,991 $545K
Guardian Capital, LLC 0.44% Reduce -25.9% 2,959 $539K
AE Wealth Management LLC 0.00% Reduce -14.2% 2,911 $531K
Laurel Wealth Planning LLC 0.23% No change 2,854 $520K
Leavell Investment Management, Inc. 0.02% No change 2,818 $514K
Nations Financial Group Inc, /Ia/ 0.02% Add +0.0% 2,715 $495K
Financial Partners Group, Inc 0.05% No change 2,711 $494K
Summit Wealth Group LLC / Co. 0.04% Add +0.2% 2,565 $468K
Bernicke Wealth Management, Ltd. 0.05% No change 2,351 $429K
Wealthspire Advisors, LLC 0.00% Reduce -15.9% 2,344 $427K
Aspect Partners, LLC 0.16% No change 2,342 $427K
Silver Oak Advisory Group, Inc. 0.17% No change 2,339 $426K
Cassaday & Co Wealth Management LLC 0.01% No change 2,331 $425K
Penobscot Wealth Management 0.11% No change 2,308 $421K
&partners 0.00% No change 2,297 $419K
Hubbell Strickland Wealth Management, LLC 0.15% Add +0.0% 2,278 $415K
Sonata Capital Group Inc. 0.13% No change 2,265 $413K
SP Asset Management LLC 0.03% Add +0.2% 2,262 $412K
Moneta Group Investment Advisors LLC 0.00% No change 2,218 $404K
Melfa Wealth Management, Inc. 0.22% Reduce -1.6% 2,217 $404K
Great Valley Advisor Group, Inc. 0.01% Reduce -14.9% 2,214 $404K
Private Wealth Partners, LLC 0.03% Reduce -22.0% 2,200 $401K
Yoder Wealth Management, Inc. 0.16% No change 2,190 $399K
Harbour Investments, Inc. 0.01% Add +0.2% 2,187 $399K
Essex LLC 0.06% No change 2,170 $396K
Burke & Herbert Bank & Trust Co. 0.10% No change 2,162 $394K
Legacy Financial Group, Inc. 0.09% No change 2,112 $385K
Planned Solutions, Inc. 0.11% No change 2,106 $384K
Brighton Jones LLC 0.01% No change 2,085 $380K
Wealthstar Advisors, LLC 0.19% Add +7.0% 2,072 $378K
Certuity, LLC 0.02% No change 2,057 $375K
Kapstone Financial Advisors LLC 0.16% No change 2,051 $374K
Allworth Financial LP 0.00% Add +0.3% 2,003 $365K
Indivisible Partners 0.02% New 1,954 $356K
One Wealth Map LLC 0.17% No change 2,000 $356K
Curat Global, LLC 0.29% Reduce -38.5% 1,198 $355K
Cooper/Haims Advisors, LLC 0.15% No change 1,925 $351K
Sandy Cove Advisors, LLC 0.09% No change 1,923 $350K
Clarity Wealth Advisors, LLC 0.06% No change 1,917 $349K
Principal Securities, Inc. 0.00% Add +0.4% 1,896 $346K
Peachtree Investment Partners, LLC 0.11% Add +0.2% 1,863 $340K
MBA Advisors LLC 0.11% Add +0.2% 1,839 $335K
Edge Wealth Management LLC 0.06% Reduce -7.8% 1,827 $333K
North Star Asset Management Inc. 0.01% No change 1,800 $328K
Perigon Wealth Management, LLC 0.01% Reduce -5.8% 1,790 $326K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 1,787 $326K
Independent Financial Group, LLC 0.01% Reduce -11.2% 1,782 $325K
Guided Capital Wealth Management, LLC 0.19% No change 1,738 $317K
Balentine LLC 0.01% No change 1,726 $315K
Garner Asset Management Corp 0.10% Add +0.2% 1,703 $310K
Arkadios Wealth Advisors 0.00% Add +0.1% 1,688 $308K
Hancock Whitney Corp. 0.01% New 1,668 $304K
SC&H Financial Advisors, Inc. 0.04% No change 1,636 $298K
NewEdge Advisors, LLC 0.00% Reduce -68.2% 1,614 $294K
Gladstone Institutional Advisory LLC 0.01% No change 1,574 $287K
BridgePort Financial Solutions, LLC 0.07% No change 1,546 $282K
BLB&B Advisors, LLC 0.01% Reduce -3.2% 1,520 $277K
Lake Street Private Wealth, LLC 0.03% No change 1,510 $275K
Galvin, Gaustad & Stein, LLC 0.02% Add +0.2% 1,502 $274K
WBH Advisory Inc. 0.02% No change 1,500 $273K
Freestone Capital Holdings, LLC 0.01% No change 1,495 $273K
Geneos Wealth Management Inc. 0.01% No change 1,478 $269K
Brown Brothers Harriman & Co. 0.00% New 1,457 $266K
SRH Advisors, LLC 0.07% No change 1,450 $264K
Main Street Research LLC 0.01% No change 1,446 $264K
Fagan Associates, Inc. 0.03% No change 1,400 $255K
Global Retirement Partners, LLC 0.00% — 1,396 $254K
IFP Advisors, Inc 0.00% Add +29.3% 1,385 $252K
Destination Wealth Management 0.01% No change 1,380 $252K
Washburn Capital Management, Inc. 0.12% Reduce -5.1% 1,379 $251K
Sanctuary Advisors, LLC 0.00% Reduce -0.5% 1,377 $251K
Wedmont Private Capital 0.01% No change 1,363 $251K
Tyche Wealth Partners LLC 0.03% No change 1,365 $249K
Aureum Wealth Management, LLC 0.15% No change 1,355 $247K
Red Door Wealth Management, LLC 0.02% No change 1,324 $241K
Great Lakes Retirement, Inc. 0.02% Reduce -14.1% 1,308 $238K
Snowden Capital Advisors LLC 0.01% No change 1,263 $230K
Baker Avenue Asset Management, LP 0.00% New 1,258 $229K
Johnson Investment Counsel Inc. 0.00% New 1,245 $227K
LexAurum Advisors, LLC 0.03% New 1,220 $222K
Procyon Advisors, LLC 0.01% New 1,212 $221K
Princeton Global Asset Management LLC 0.03% No change 1,200 $219K
Centaurus Financial, Inc. 0.01% No change 1,196 $218K
Targeted Financial Services LLC 0.16% New 1,193 $217K
Holderness Investments Co. 0.04% New 1,180 $215K
Sentry LLC 0.06% New 1,170 $213K
Vestmark Advisory Solutions, Inc. 0.00% New 1,170 $213K
VeraBank, N.A. 0.03% Reduce -12.5% 1,157 $211K
Landing Point Financial Group, LLC 0.07% New 1,147 $209K
O'shaughnessy Asset Management, LLC 0.00% Reduce -7.6% 1,108 $202K
Accredited Investors Inc. 0.01% New 1,100 $201K
Oxford Financial Group, LTD. LLC 0.01% Add +0.2% 1,084 $198K
Blair William & Co. 0.00% Add +0.6% 915 $167K
Keating Financial Advisory Services, Inc. 0.02% Add +0.1% 877 $160K
Cardiff Park Advisors, LLC 0.01% No change 800 $146K
Integrity Financial Corp 0.06% Add +0.1% 743 $135K
Assetmark, Inc. 0.00% Reduce -6.4% 730 $133K
Boreal Capital Management LLC 0.11% No change 700 $128K
Synergy Investment Management, LLC 0.03% Reduce -39.1% 700 $128K
Vanguard Advisers Inc. 0.00% No change 674 $123K
Ameriflex Group, Inc. 0.04% No change 588 $107K
Quest 10 Wealth Builders, Inc. 0.08% No change 573 $104K
Triumph Capital Management 0.02% No change 573 $104K
Whittier Trust Co. of Nevada Inc. 0.00% No change 549 $100K
Archer Investment Corp 0.02% No change 523 $95K
Financial Life Planners 0.06% Add +0.2% 511 $93K
Continuum Advisory, LLC 0.01% New 500 $91K
Grove Bank & Trust 0.01% No change 497 $91K
AdvisorNet Financial, Inc 0.00% No change 480 $87K
EFG International AG 0.00% No change 478 $87K
Bangor Savings Bank 0.01% No change 472 $86K
Montag A & Associates Inc. 0.00% No change 437 $80K
Townsend Asset Management Corp. /NC/ 0.02% No change 400 $73K
Tower Research Capital LLC (TRC) 0.00% Add +87.9% 387 $71K
SHP Wealth Management 0.00% Add +3.4% 366 $67K
St Germain D J Co. Inc. 0.00% No change 364 $66K
Arax Advisory Partners 0.00% New 318 $58K
Ashton Thomas Private Wealth, LLC 0.00% Add +54.0% 308 $56K
AlphaCore Capital LLC 0.00% No change 300 $55K
MTM Investment Management, LLC 0.01% No change 270 $49K
Anchor Investment Management, LLC 0.00% No change 257 $47K
Qube Research & Technologies Ltd 0.00% Add +135.2% 207 $38K
Glassman Wealth Services 0.00% No change 200 $36K
Franklin Resources Inc. 0.00% No change 200 $36K
Strategic Wealth Partners, Ltd. 0.00% No change 190 $35K
Three Bearings Fiduciary Advisors, Inc. 0.03% No change 168 $31K
Aptus Capital Advisors, LLC 0.00% No change 160 $29K
TIAA Wealth Investment Management LLC 0.00% No change 160 $29K
West Financial Advisors, LLC 0.00% No change 146 $27K
Toth Financial Advisory Corp. 0.00% New 133 $24K
Hughes Financial Services, LLC 0.00% No change 126 $23K
HighMark Wealth Management LLC 0.01% No change 117 $21K
Murphy & Mullick Capital Management Corp 0.01% No change 100 $18K
Duncker Streett & Co. Inc. 0.00% No change 100 $18K
Meramec Financial Planners, LLC 0.01% No change 100 $18K
Marshall Investment Management, LLC 0.01% No change 96 $17K
Creative Financial Designs Inc. 0.00% No change 84 $15K
Clearstead Advisors, LLC 0.00% New 82 $15K
Bogart Wealth, LLC 0.00% No change 77 $14K
Institute for Wealth Management, LLC. 0.00% New 70 $13K
GAMMA Investing LLC 0.00% No change 66 $12K
IFG Advisory, LLC 0.00% New 64 $12K
Dunhill Financial, LLC 0.00% No change 62 $11K
Main Street Group, LTD 0.00% No change 52 $9K
Piedmont Capital Management, LLC 0.01% No change 46 $8K
SOA Wealth Advisors, LLC. 0.00% No change 38 $7K
Barnes Dennig Private Wealth Management LLC 0.01% No change 35 $6K
Private Trust Co. NA 0.00% No change 25 $5K
Nemes Rush Group LLC 0.00% No change 17 $3K
Horizon Investments, LLC 0.00% Reduce -50.0% 15 $3K
Transamerica Financial Advisors, LLC 0.00% No change 3 $657
Kilter Group LLC 0.00% No change 2 $365

"% 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.