iShares Dow Jones U.S. ETFIYYETF
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $21.4M |
| Exits | 10 | $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.