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

iShares Dow Jones U.S. ETF logo
$144.27 +1.55 (+1.09%)
(As of 12/20/2024 05:31 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares Dow Jones U.S. ETF (NYSEARCA:IYY)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$61.79M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$20.94M
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IYY Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC2,795$408K0.0%N/A0.019%
11/15/2024 MML Investors Services LLC6,865$958K0.0%-5.2%0.046%
11/15/2024 National Bank of Canada FI7,082$989K0.0%+1.6%0.048%
11/15/2024 Jane Street Group LLC12,164$1.70M0.0%+663.6%0.082%
11/15/2024 Kovitz Investment Group Partners LLC16,193$2.26M0.0%N/A0.109%
11/15/2024 Stifel Financial Corp22,049$3.08M0.0%+7.2%0.148%
11/15/2024 Quantinno Capital Management LP2,762$386K0.0%N/A0.019%
11/15/2024 IHT Wealth Management LLC7,578$1.06M0.0%-2.9%0.051%
11/15/2024 HighTower Advisors LLC38,827$5.42M0.0%+2.4%0.261%
11/14/2024 Flow Traders U.S. LLC24,046$3.36M0.2%N/A0.161%
11/14/2024 Captrust Financial Advisors23,648$3.30M0.0%-0.3%0.159%
11/13/2024 FMR LLC24,044$3.36M0.0%+3.4%0.161%
11/13/2024 Bank of Montreal Can25,962$3.61M0.0%-2.7%0.174%
11/12/2024 Kingsview Wealth Management LLC2,145$299K0.0%-91.2%0.014%
11/12/2024 Optivise Advisory Services LLC4,761$665K0.3%N/A0.032%
11/12/2024 Great Valley Advisor Group Inc.5,408$755K0.0%-7.4%0.036%
11/8/2024 Silver Oak Advisory Group Inc.2,752$384K0.2%+2.9%0.018%
11/8/2024 PNC Financial Services Group Inc.167,456$23.38M0.0%-15.6%1.124%
11/7/2024 TrinityPoint Wealth LLC19,940$2.78M0.4%-3.8%0.134%
11/6/2024 Huntington National Bank715$100K0.0%-23.2%0.005%
11/5/2024 First Heartland Consultants Inc.23,742$3.31M0.4%+1.7%0.159%
11/5/2024 Nations Financial Group Inc. IA ADV2,250$314K0.0%N/A0.015%
10/30/2024 NorthRock Partners LLC4,968$693K0.1%-25.1%0.033%
10/29/2024 Cortland Associates Inc. MO6,502$908K0.1%-3.3%0.044%
10/29/2024 Farther Finance Advisors LLC5,634$786K0.0%+7.2%0.038%
10/28/2024 Laurel Wealth Planning LLC3,065$428K0.3%N/A0.021%
10/25/2024 Tyche Wealth Partners LLC1,549$216K0.0%N/A0.010%
10/24/2024 Washburn Capital Management Inc.3,825$534K0.4%-26.1%0.026%
10/24/2024 Ellis Investment Partners LLC10,856$1.52M0.3%+3.8%0.073%
10/24/2024 Wealth Enhancement Advisory Services LLC48,254$6.74M0.0%-0.6%0.324%
10/23/2024 Allworth Financial LP433$60K0.0%N/A0.003%
10/23/2024 Heritage Oak Wealth Advisors LLC9,097$1.27M0.6%N/A0.061%
10/23/2024 Brighton Jones LLC2,085$291K0.0%N/A0.014%
10/22/2024 Private Advisor Group LLC23,976$3.35M0.0%-1.3%0.161%
10/21/2024 Foundations Investment Advisors LLC6,247$872K0.0%-31.6%0.042%
10/19/2024New Century Financial Group LLC2,098$293K0.1%-35.2%0.014%
10/18/2024Raymond James & Associates28,517$3.98M0.0%-8.0%0.191%
10/18/2024Stratos Wealth Advisors LLC20,768$2.90M0.1%+1.5%0.139%
10/12/2024 GenWealth Group Inc.6,965$972K0.2%-5.4%0.047%
10/11/2024 Procyon Advisors LLC1,500$209K0.0%N/A0.010%
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10/11/2024 Thomasville National Bank12,422$1.73M0.1%+0.6%0.083%
10/10/2024 Ballew Advisors Inc4,765$669K0.4%-2.1%0.032%
10/9/2024 Watts Gwilliam & Co. LLC2,995$417K0.1%N/A0.020%
10/8/2024 Sovereign Financial Group Inc.4,078$569K0.1%-2.5%0.027%
10/5/2024 Arkansas Financial Group Inc.13,223$1.85M0.3%+80.6%0.089%
10/2/2024 Lowe Wealth Advisors LLC34,982$4.88M2.1%-1.7%0.235%
9/23/2024 Centaurus Financial Inc.1,704$225K0.0%-16.1%0.011%
8/27/2024 New Wave Wealth Advisors LLC9,097$1.20M0.6%N/A0.061%
8/27/2024New Century Financial Group LLC3,240$429K0.2%N/A0.022%
8/22/2024 Cetera Investment Advisers52,600$6.96M0.0%+17.7%0.353%
8/21/2024 Truist Financial Corp17,252$2.28M0.0%-0.5%0.116%
8/19/2024 EP Wealth Advisors LLC15,873$2.10M0.0%-1.3%0.107%
8/16/2024 Sunbelt Securities Inc.4,298$569K0.1%-38.9%0.029%
8/16/2024 Northwestern Mutual Wealth Management Co.5,258$696K0.0%-67.8%0.035%
8/16/2024 Susquehanna International Group LLP27,812$3.68M0.0%+12.7%0.187%
8/14/2024 Bank of Montreal Can26,681$3.55M0.0%-1.1%0.179%
8/12/2024 Garner Asset Management Corp1,913$253K0.1%-52.4%0.013%
8/8/2024 J.W. Cole Advisors Inc.5,334$706K0.0%+15.8%0.036%
8/8/2024 Envestnet Asset Management Inc.42,924$5.68M0.0%+7.7%0.288%
8/8/2024 Private Wealth Partners LLC2,837$375K0.0%+29.0%0.019%
8/8/2024 LPL Financial LLC328,481$43.46M0.0%+3.9%2.205%
8/8/2024 SP Asset Management LLC2,216$293K0.0%N/A0.015%
8/7/2024 Wedbush Securities Inc.39,410$5.21M0.2%+4.1%0.264%
8/6/2024 Ellis Investment Partners LLC10,462$1.38M0.3%+6.8%0.070%
8/6/2024 Certuity LLC2,197$291K0.0%N/A0.015%
8/6/2024 Mine & Arao Wealth Creation & Management LLC.11,274$1.49M0.7%+1.1%0.076%
8/6/2024 Savant Capital LLC159,300$21.08M0.2%-3.1%1.069%
8/5/2024 Private Advisor Group LLC24,280$3.21M0.0%+1.6%0.163%
8/2/2024 Foundations Investment Advisors LLC9,137$1.21M0.0%+467.9%0.061%
8/2/2024 Founders Financial Securities LLC6,206$821K0.1%-9.7%0.042%
8/1/2024 TIAA Trust National Association7,669$1.02M0.0%-21.3%0.051%
8/1/2024 Ritholtz Wealth Management14,107$1.87M0.1%-4.8%0.095%
7/31/2024 Banque Cantonale Vaudoise1,000$132K0.0%-33.3%0.007%
7/31/2024Commonwealth Equity Services LLC119,429$15.80M0.0%-3.9%0.802%
7/31/2024 Concurrent Investment Advisors LLC3,555$470K0.0%+19.5%0.024%
7/26/2024 Cambridge Investment Research Advisors Inc.15,841$2.10M0.0%+1.9%0.106%
7/26/2024 Bank of New York Mellon Corp28,352$3.75M0.0%-12.6%0.190%
7/25/2024 First Heartland Consultants Inc.23,345$3.09M0.2%-1.1%0.157%
7/25/2024 Washburn Capital Management Inc.5,174$685K0.5%-9.2%0.035%
7/19/2024Raymond James & Associates30,982$4.10M0.0%-12.9%0.208%
7/17/2024 GenWealth Group Inc.7,362$974K0.2%-3.7%0.049%
7/16/2024 Great Valley Advisor Group Inc.5,839$773K0.0%-2.9%0.039%
7/16/2024 Wealth Enhancement Advisory Services LLC48,555$6.42M0.0%+21.8%0.326%
7/15/2024 Sharp Financial Services LLC123,806$16.38M14.1%N/A0.831%
7/12/2024 Edge Wealth Management LLC2,652$351K0.1%-17.1%0.018%
7/10/2024 Thomasville National Bank12,351$1.63M0.1%-6.5%0.083%
7/9/2024 Lowe Wealth Advisors LLC35,581$4.71M2.1%-1.6%0.239%
5/24/2024Cetera Advisors LLC31,835$4.08M0.0%+5.6%0.214%
5/24/2024 Cetera Investment Advisers44,681$5.72M0.0%+1,066.6%0.300%
5/17/2024 Comerica Bank33,745$4.32M0.0%-0.3%0.226%
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5/16/2024 B. Riley Wealth Advisors Inc.7,245$928K0.0%+13.8%0.049%
5/15/2024 Mount Yale Investment Advisors LLC2,544$326K0.0%N/A0.017%
5/14/2024 EP Wealth Advisors LLC16,088$2.06M0.0%-1.8%0.108%
5/10/2024 Osaic Holdings Inc.63,159$8.09M0.0%-1.3%0.424%
5/10/2024 TIAA Trust National Association9,739$1.25M0.0%-21.5%0.065%
5/10/2024 Cooper Haims Advisors LLC2,297$294K0.2%-12.5%0.015%
5/7/2024 Concurrent Investment Advisors LLC2,976$381K0.0%+46.6%0.020%
5/4/2024Essex LLC2,170$278K0.1%-21.7%0.015%
5/4/2024 Silver Oak Advisory Group Inc.2,674$343K0.2%-7.8%0.018%
5/2/2024 Main Street Research LLC3,020$387K0.0%-11.3%0.020%
(Data available from 1/1/2016 forward)

IYY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYY shares?

During the previous two years, 177 institutional investors and hedge funds held shares of iShares Dow Jones U.S. ETF. The most heavily invested institutionals were LPL Financial LLC ($43.46M), PNC Financial Services Group Inc. ($23.38M), Savant Capital LLC ($21.08M), Sharp Financial Services LLC ($16.38M), Commonwealth Equity Services LLC ($15.80M), Advisor Group Holdings Inc. ($15.42M), and Wells Fargo & Company MN ($12.33M).Learn more on IYY's institutional investors.

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

Of the 134 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 ($123.81K), Money Concepts Capital Corp ($115.24K), Bank of Montreal Can ($75.49K), PNC Financial Services Group Inc. ($66.62K), Great Valley Advisor Group Inc. ($53.83K), Cetera Investment Advisers ($50.09K), and Financial Consulate Inc. ($43.50K).

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

Institutional investors have bought a total of 1,107,782 shares in the last 24 months. This purchase volume represents approximately $125.44M in transactions.

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

Of the 91 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), Raymond James Financial Services Advisors Inc. ($58.02K), Great Valley Advisor Group Inc. ($43.53K), EP Wealth Advisors LLC ($39.08K), PNC Financial Services Group Inc. ($35.06K), Cambridge Investment Research Advisors Inc. ($35.03K), and UBS Group AG ($22.40K).

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

Institutional investors have sold a total of 553,466 shares in the last 24 months. This volume of shares sold represents approximately $61.73M in transactions.


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This page (NYSEARCA:IYY) was last updated on 12/21/2024 by MarketBeat.com Staff
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