Free Trial
→ REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (From Weiss Ratings) (Ad) Buy IYY Stock  Free IYY Stock Alerts

iShares Dow Jones U.S. ETF (IYY) Institutional Ownership

iShares Dow Jones U.S. ETF logo
$130.77 -0.14 (-0.11%)
Closing price 04/15/2025 04:10 PM Eastern
Extended Trading
$130.07 -0.70 (-0.54%)
As of 04/15/2025 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares Dow Jones U.S. ETF (NYSEARCA:IYY)

Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$133.91M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$29.77M
Get IYY Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Dow Jones U.S. ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IYY Institutional Buying and Selling by Quarter

Remove Ads

iShares Dow Jones U.S. ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 NewSquare Capital LLC9,797$1.33M0.1%-16.7%0.061%
4/11/2025 Procyon Advisors LLC1,912$260K0.0%-20.7%0.012%
4/11/2025 Curat Global LLC1,050$143K0.2%N/A0.007%
4/11/2025 Signal Advisors Wealth LLC2,364$322K0.0%-19.7%0.015%
4/10/2025 Lake Street Private Wealth LLC1,692$230K0.0%-6.5%0.011%
4/10/2025 GenWealth Group Inc.6,534$889K0.2%-3.1%0.041%
4/8/2025 Lowe Wealth Advisors LLC34,016$4.63M2.0%-0.6%0.211%
4/7/2025 GAMMA Investing LLC8,983$1.22M0.0%+13,510.6%0.056%
3/19/2025DSG Capital Advisors LLC24,800$3.55M0.6%N/A0.152%
3/17/2025Wealth Enhancement Advisory Services LLC48,058$6.88M0.0%-0.4%0.295%
3/12/2025Centaurus Financial Inc.1,549$222K0.0%-5.5%0.010%
2/24/2025Ameriflex Group Inc.588$87K0.0%N/A0.004%
2/18/2025Sunbelt Securities Inc.3,818$548K0.0%-11.3%0.026%
2/18/2025First Heartland Consultants Inc.23,631$3.38M0.3%-0.5%0.159%
2/17/2025TrinityPoint Wealth LLC18,946$2.71M0.4%-5.0%0.127%
2/17/2025Royal Bank of Canada95,313$13.64M0.0%-0.8%0.640%
2/17/2025NorthRock Partners LLC17,158$2.46M0.1%+245.4%0.115%
2/17/2025KKM Financial LLC2,709$388K0.2%N/A0.018%
2/17/2025Focus Partners Wealth14,772$2.11M0.0%+94.7%0.099%
2/17/2025EP Wealth Advisors LLC22,908$3.28M0.0%+44.8%0.154%
2/17/2025Cetera Investment Advisers50,758$7.26M0.0%-2.3%0.341%
2/17/2025Citadel Advisors LLC20,581$2.95M0.0%N/A0.138%
2/17/2025Bank of America Corp DE141,157$20.20M0.0%+9.5%0.947%
2/17/2025Ameriprise Financial Inc.149,385$21.38M0.0%+577.2%1.003%
2/14/2025Mercer Global Advisors Inc. ADV11,203$1.60M0.0%+0.9%0.075%
2/14/2025Jane Street Group LLC17,990$2.57M0.0%+47.9%0.121%
2/14/2025Comerica Bank33,256$4.76M0.0%+6.0%0.223%
2/14/2025Lido Advisors LLC7,780$1.11M0.0%+4.1%0.052%
2/14/2025Stifel Financial Corp21,939$3.14M0.0%-0.5%0.147%
2/14/2025Optivise Advisory Services LLC4,606$659K0.4%-3.3%0.031%
2/14/2025TD Waterhouse Canada Inc.5,385$770K0.0%-17.7%0.036%
2/14/2025Tower Research Capital LLC TRC 6,840$979K0.0%+2,414.7%0.046%
2/14/2025GeoWealth Management LLC22,904$3.28M0.1%+2.3%0.154%
2/13/2025NewEdge Advisors LLC4,051$580K0.0%+7.8%0.027%
2/13/2025United Capital Financial Advisors LLC4,648$665K0.0%-4.6%0.031%
2/13/2025Advisory Services Network LLC2,700$386K0.0%+11.7%0.018%
2/13/2025Bank of Montreal Can26,409$3.78M0.0%+1.7%0.177%
2/13/2025Envestnet Asset Management Inc.42,266$6.05M0.0%-1.3%0.284%
2/13/2025Wedbush Securities Inc.38,676$5.53M0.2%+0.2%0.260%
2/13/2025Wells Fargo & Company MN139,735$20.00M0.0%+11.9%0.938%
Is it CRAZY to still want reliable profits, despite this market? (Ad)

Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who – while everyone else watched their retirement get cut in half in 2008... Performed 103% better than the market. And the one who crushed the market by 4X during the COVID meltdown.

Click here to access this emergency tariff briefing now.
2/12/2025Nottingham Advisors Inc.2,429$348K0.0%-23.1%0.016%
2/12/2025JPMorgan Chase & Co.6,969$997K0.0%-44.4%0.047%
2/11/2025Congress Wealth Management LLC DE5,729$820K0.0%+3.3%0.038%
2/11/2025LPL Financial LLC301,675$43.17M0.0%-10.1%2.025%
2/10/2025Corient Private Wealth LLC4,145$593K0.0%-15.7%0.028%
2/10/2025Greykasell Wealth Strategies Inc.22,035$3.15M1.8%N/A0.148%
2/10/2025Atala Financial Inc210$30K0.0%N/A0.001%
2/10/2025Commonwealth Equity Services LLC118,903$17.01M0.0%+1.7%0.798%
2/10/2025Avantax Advisory Services Inc.1,591$228K0.0%-6.5%0.011%
2/10/2025Essential Planning LLC.27,300$3.93M0.0%N/A0.183%
2/7/2025HighTower Advisors LLC14,141$2.02M0.0%-63.6%0.095%
2/7/2025Riverbend Wealth Management LLC5,400$773K0.7%N/A0.036%
2/7/2025PNC Financial Services Group Inc.162,297$23.22M0.0%-3.1%1.089%
2/7/2025Elevation Capital Advisory LLC22,904$3.28M1.4%+2.3%0.154%
2/7/2025Chung Wu Investment Group LLC6,370$911K0.9%N/A0.043%
2/6/2025Freestone Capital Holdings LLC2,960$424K0.0%N/A0.020%
2/6/2025Raymond James Financial Inc.76,727$10.98M0.0%N/A0.515%
2/6/2025 NewSquare Capital LLC11,765$1.68M0.1%+9.5%0.079%
2/6/2025Keybank National Association OH1,424$204K0.0%N/A0.010%
2/6/2025Synergy Investment Management LLC1,150$165K0.1%N/A0.008%
2/6/2025Steward Partners Investment Advisory LLC12,196$1.75M0.0%-1.4%0.082%
2/6/2025Jones Financial Companies Lllp2,600$372K0.0%+636.5%0.017%
2/5/2025Kohmann Bosshard Financial Services LLC315$45K0.0%N/A0.002%
2/5/2025Siligmueller & Norvid Wealth Advisors LLC90,647$12.97M5.5%N/A0.608%
2/4/2025Bank of New York Mellon Corp30,162$4.32M0.0%+2.5%0.202%
2/4/2025Trifecta Capital Advisors LLC185$26K0.0%-86.5%0.001%
2/4/2025Asset Advisors Investment Management LLC23,629$3.38M0.4%-1.1%0.159%
2/3/2025Sigma Planning Corp8,938$1.28M0.0%-21.0%0.060%
2/3/2025One Day In July LLC1,651$236K0.0%-8.5%0.011%
2/3/2025Laurel Wealth Planning LLC2,854$408K0.3%-6.9%0.019%
2/3/2025Private Advisor Group LLC25,349$3.63M0.0%+5.7%0.170%
2/3/2025Fagan Associates Inc.1,400$200K0.0%N/A0.009%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,690$957K0.0%N/A0.045%
1/31/2025Truist Financial Corp16,859$2.41M0.0%-4.3%0.113%
1/31/2025Sanctuary Advisors LLC2,885$427K0.0%+3.2%0.019%
1/31/2025J.W. Cole Advisors Inc.5,366$768K0.0%+1.9%0.036%
1/30/2025Ellis Investment Partners LLC11,821$1.69M0.3%+8.9%0.079%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,690$957K0.0%N/A0.045%
1/29/2025Great Lakes Retirement Inc.2,410$345K0.0%-24.6%0.016%
1/29/2025Gladstone Institutional Advisory LLC1,695$243K0.0%-4.8%0.011%
1/29/2025Certuity LLC2,057$294K0.0%-6.4%0.014%
1/29/2025Sonata Capital Group Inc.5,549$794K0.3%-8.3%0.037%
1/29/2025Guided Capital Wealth Management LLC1,738$249K0.2%N/A0.012%
1/29/2025Savant Capital LLC161,179$23.06M0.2%-0.2%1.082%
1/28/2025Kestra Private Wealth Services LLC4,295$615K0.0%-3.2%0.029%
1/28/2025Clarity Wealth Advisors LLC2,199$315K0.1%-4.8%0.015%
1/28/2025Archer Investment Corp615$88K0.0%N/A0.004%
1/28/2025Fairvoy Private Wealth LLC3,397$486K0.1%N/A0.023%
1/27/2025Rik Saylor Financial Inc.6,904$988K0.9%N/A0.046%
1/27/2025Foguth Wealth Management LLC.2,069$308K0.1%N/A0.014%
Two Unmistakable Patterns Return… (Ad)

The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at record pace. Why massive amounts of gold are being moved between countries. Why governments are repositioning their gold reserves. But here's what most people miss, the second pattern: During these resets, a unique anomaly appears in certain gold mining stocks. I call it the "Golden Anomaly."

Each one is trading at up to an 95% discount to their true value. Click here to see the pattern bef
1/27/2025Money Concepts Capital Corp25,409$3.64M0.3%+6.7%0.171%
1/27/2025Stratos Wealth Advisors LLC15,196$2.18M0.1%-26.8%0.102%
1/24/2025Financial Life Planners336$48K0.0%N/A0.002%
1/24/2025SkyOak Wealth LLC2,315$331K0.1%N/A0.016%
1/23/2025Mine & Arao Wealth Creation & Management LLC.11,016$1.58M0.7%-2.5%0.074%
1/23/2025Ibex Wealth Advisors32,187$4.61M0.5%N/A0.216%
1/22/2025Nilsine Partners LLC13,734$1.97M0.2%+13.7%0.092%
1/22/2025Foundations Investment Advisors LLC7,149$1.02M0.0%+14.4%0.048%
1/22/2025Mount Yale Investment Advisors LLC2,565$367K0.0%N/A0.017%
1/21/2025Geneos Wealth Management Inc.1,907$273K0.0%-9.5%0.013%
(Data available from 1/1/2016 forward)

Remove Ads

IYY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYY shares?

During the previous two years, 210 institutional investors and hedge funds held shares of iShares Dow Jones U.S. ETF. The most heavily invested institutionals were LPL Financial LLC ($43.17M), PNC Financial Services Group Inc. ($23.22M), Savant Capital LLC ($23.06M), Ameriprise Financial Inc. ($21.38M), Bank of America Corp DE ($20.20M), Wells Fargo & Company MN ($20.00M), and Sharp Financial Services LLC ($19.69M).Learn more on IYY's institutional investors.

Which institutional investors have been buying iShares Dow Jones U.S. ETF stock?

Of the 161 institutional investors that purchased iShares Dow Jones U.S. ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sharp Financial Services LLC ($128.67K), Ameriprise Financial Inc. ($127.33K), Money Concepts Capital Corp ($116.83K), Siligmueller & Norvid Wealth Advisors LLC ($90.65K), Raymond James Financial Inc. ($76.73K), Bank of Montreal Can ($75.93K), and PNC Financial Services Group Inc. ($65.20K).

How much institutional buying is happening at iShares Dow Jones U.S. ETF?

Institutional investors have bought a total of 1,555,175 shares in the last 24 months. This purchase volume represents approximately $197.20M in transactions.

Which iShares Dow Jones U.S. ETF major shareholders have been selling company stock?

Of the 110 institutional investors that sold iShares Dow Jones U.S. ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Money Concepts Capital Corp ($122.10K), LPL Financial LLC ($47.53K), Great Valley Advisor Group Inc. ($43.53K), PNC Financial Services Group Inc. ($40.21K), EP Wealth Advisors LLC ($39.08K), HighTower Advisors LLC ($24.69K), and Kingsview Wealth Management LLC ($22.34K).

How much institutional selling is happening at iShares Dow Jones U.S. ETF?

Institutional investors have sold a total of 558,504 shares in the last 24 months. This volume of shares sold represents approximately $66.89M in transactions.


Related Companies

This page (NYSEARCA:IYY) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
The Crypto Market is About to Change Lives
I've discovered something so significant about the 2025 crypto market that I had to put everything else aside ...
Crypto 101 Media | Sponsored
Two Unmistakable Patterns Return…
The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at...
Golden Portfolio | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Is it CRAZY to still want reliable profits, despite this market?
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
First look: The $3,500 iPhone
Did you hear that just before Trump's tariffs took effect, Apple sent five cargo planes packed with MacBooks a...
Stansberry Research | Sponsored
Tariffs. Volatility. Fear. Here’s the Plan.
Wall Street's panicking over tariffs. Volatility's back with a vengeance. If you've been glued to the he...
Investors Alley | Sponsored