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

iShares Dow Jones U.S. ETF logo
$140.35 +0.33 (+0.24%)
As of 04:10 PM Eastern
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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)
107
Total
Institutional Inflows
(last 12 months)
$132.55M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$29.68M
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IYY Institutional Buying and Selling by Quarter

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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
3/19/2025DSG Capital Advisors LLC24,800$3.55M0.6%N/A0.152%
3/17/2025 Wealth Enhancement Advisory Services LLC48,058$6.88M0.0%-0.4%0.295%
3/12/2025 Centaurus Financial Inc.1,549$222K0.0%-5.5%0.010%
2/24/2025 Ameriflex Group Inc.588$87K0.0%N/A0.004%
2/18/2025 Sunbelt Securities Inc.3,818$548K0.0%-11.3%0.026%
2/18/2025 First Heartland Consultants Inc.23,631$3.38M0.3%-0.5%0.159%
2/17/2025 TrinityPoint Wealth LLC18,946$2.71M0.4%-5.0%0.127%
2/17/2025 Royal Bank of Canada95,313$13.64M0.0%-0.8%0.640%
2/17/2025 NorthRock Partners LLC17,158$2.46M0.1%+245.4%0.115%
2/17/2025 KKM Financial LLC2,709$388K0.2%N/A0.018%
2/17/2025 Focus Partners Wealth14,772$2.11M0.0%+94.7%0.099%
2/17/2025 EP Wealth Advisors LLC22,908$3.28M0.0%+44.8%0.154%
2/17/2025 Cetera Investment Advisers50,758$7.26M0.0%-2.3%0.341%
2/17/2025 Citadel Advisors LLC20,581$2.95M0.0%N/A0.138%
2/17/2025 Bank of America Corp DE141,157$20.20M0.0%+9.5%0.947%
2/17/2025 Ameriprise Financial Inc.149,385$21.38M0.0%+577.2%1.003%
2/14/2025 Mercer Global Advisors Inc. ADV11,203$1.60M0.0%+0.9%0.075%
2/14/2025 Jane Street Group LLC17,990$2.57M0.0%+47.9%0.121%
2/14/2025 Comerica Bank33,256$4.76M0.0%+6.0%0.223%
2/14/2025 Lido Advisors LLC7,780$1.11M0.0%+4.1%0.052%
2/14/2025 Stifel Financial Corp21,939$3.14M0.0%-0.5%0.147%
2/14/2025 Optivise Advisory Services LLC4,606$659K0.4%-3.3%0.031%
2/14/2025 TD Waterhouse Canada Inc.5,385$770K0.0%-17.7%0.036%
2/14/2025 Tower Research Capital LLC TRC 6,840$979K0.0%+2,414.7%0.046%
2/14/2025 GeoWealth Management LLC22,904$3.28M0.1%+2.3%0.154%
2/13/2025 NewEdge Advisors LLC4,051$580K0.0%+7.8%0.027%
2/13/2025 United Capital Financial Advisors LLC4,648$665K0.0%-4.6%0.031%
2/13/2025 Advisory Services Network LLC2,700$386K0.0%+11.7%0.018%
2/13/2025 Bank of Montreal Can26,409$3.78M0.0%+1.7%0.177%
2/13/2025 Envestnet Asset Management Inc.42,266$6.05M0.0%-1.3%0.284%
2/13/2025 Wedbush Securities Inc.38,676$5.53M0.2%+0.2%0.260%
2/13/2025 Wells Fargo & Company MN139,735$20.00M0.0%+11.9%0.938%
2/12/2025 Nottingham Advisors Inc.2,429$348K0.0%-23.1%0.016%
2/12/2025 JPMorgan Chase & Co.6,969$997K0.0%-44.4%0.047%
2/11/2025 Congress Wealth Management LLC DE 5,729$820K0.0%+3.3%0.038%
2/11/2025 LPL Financial LLC301,675$43.17M0.0%-10.1%2.025%
2/10/2025 Corient Private Wealth LLC4,145$593K0.0%-15.7%0.028%
2/10/2025 Greykasell Wealth Strategies Inc.22,035$3.15M1.8%N/A0.148%
2/10/2025 Atala Financial Inc210$30K0.0%N/A0.001%
2/10/2025 Commonwealth Equity Services LLC118,903$17.01M0.0%+1.7%0.798%
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2/10/2025 Avantax Advisory Services Inc.1,591$228K0.0%-6.5%0.011%
2/10/2025 Essential Planning LLC.27,300$3.93M0.0%N/A0.183%
2/7/2025 HighTower Advisors LLC14,141$2.02M0.0%-63.6%0.095%
2/7/2025 Riverbend Wealth Management LLC5,400$773K0.7%N/A0.036%
2/7/2025 PNC Financial Services Group Inc.162,297$23.22M0.0%-3.1%1.089%
2/7/2025 Elevation Capital Advisory LLC22,904$3.28M1.4%+2.3%0.154%
2/7/2025 Chung Wu Investment Group LLC6,370$911K0.9%N/A0.043%
2/6/2025 Freestone Capital Holdings LLC2,960$424K0.0%N/A0.020%
2/6/2025 Raymond 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%
2/6/2025 Keybank National Association OH1,424$204K0.0%N/A0.010%
2/6/2025 Synergy Investment Management LLC1,150$165K0.1%N/A0.008%
2/6/2025 Steward Partners Investment Advisory LLC12,196$1.75M0.0%-1.4%0.082%
2/6/2025 Jones Financial Companies Lllp2,600$372K0.0%+636.5%0.017%
2/5/2025 Kohmann Bosshard Financial Services LLC315$45K0.0%N/A0.002%
2/5/2025 Siligmueller & Norvid Wealth Advisors LLC90,647$12.97M5.5%N/A0.608%
2/4/2025 Bank of New York Mellon Corp30,162$4.32M0.0%+2.5%0.202%
2/4/2025 Trifecta Capital Advisors LLC185$26K0.0%-86.5%0.001%
2/4/2025 Asset Advisors Investment Management LLC23,629$3.38M0.4%-1.1%0.159%
2/3/2025 Sigma Planning Corp8,938$1.28M0.0%-21.0%0.060%
2/3/2025 One Day In July LLC1,651$236K0.0%-8.5%0.011%
2/3/2025 Laurel Wealth Planning LLC2,854$408K0.3%-6.9%0.019%
2/3/2025 Private Advisor Group LLC25,349$3.63M0.0%+5.7%0.170%
2/3/2025 Fagan Associates Inc.1,400$200K0.0%N/A0.009%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,690$957K0.0%N/A0.045%
1/31/2025 Truist Financial Corp16,859$2.41M0.0%-4.3%0.113%
1/31/2025 Sanctuary Advisors LLC2,885$427K0.0%+3.2%0.019%
1/31/2025 J.W. Cole Advisors Inc.5,366$768K0.0%+1.9%0.036%
1/30/2025 Ellis Investment Partners LLC11,821$1.69M0.3%+8.9%0.079%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,690$957K0.0%N/A0.045%
1/29/2025 Great Lakes Retirement Inc.2,410$345K0.0%-24.6%0.016%
1/29/2025 Gladstone Institutional Advisory LLC1,695$243K0.0%-4.8%0.011%
1/29/2025 Certuity LLC2,057$294K0.0%-6.4%0.014%
1/29/2025 Sonata Capital Group Inc.5,549$794K0.3%-8.3%0.037%
1/29/2025 Guided Capital Wealth Management LLC1,738$249K0.2%N/A0.012%
1/29/2025 Savant Capital LLC161,179$23.06M0.2%-0.2%1.082%
1/28/2025 Kestra Private Wealth Services LLC4,295$615K0.0%-3.2%0.029%
1/28/2025 Clarity Wealth Advisors LLC2,199$315K0.1%-4.8%0.015%
1/28/2025 Archer Investment Corp615$88K0.0%N/A0.004%
1/28/2025 Fairvoy Private Wealth LLC3,397$486K0.1%N/A0.023%
1/27/2025 Rik Saylor Financial Inc.6,904$988K0.9%N/A0.046%
1/27/2025 Foguth Wealth Management LLC.2,069$308K0.1%N/A0.014%
1/27/2025 Money Concepts Capital Corp25,409$3.64M0.3%+6.7%0.171%
1/27/2025 Stratos Wealth Advisors LLC15,196$2.18M0.1%-26.8%0.102%
1/24/2025 Financial Life Planners336$48K0.0%N/A0.002%
1/24/2025 SkyOak Wealth LLC2,315$331K0.1%N/A0.016%
1/23/2025 Mine & Arao Wealth Creation & Management LLC.11,016$1.58M0.7%-2.5%0.074%
1/23/2025 Ibex Wealth Advisors32,187$4.61M0.5%N/A0.216%
1/22/2025 Nilsine Partners LLC13,734$1.97M0.2%+13.7%0.092%
1/22/2025 Foundations Investment Advisors LLC7,149$1.02M0.0%+14.4%0.048%
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1/22/2025 Mount Yale Investment Advisors LLC2,565$367K0.0%N/A0.017%
1/21/2025 Geneos Wealth Management Inc.1,907$273K0.0%-9.5%0.013%
1/17/2025 New Century Financial Group LLC2,006$290K0.1%-4.4%0.013%
1/17/2025 Arkansas Financial Group Inc.14,929$2.14M0.3%+12.9%0.100%
1/17/2025 Mutual Advisors LLC7,078$1.03M0.0%-4.3%0.048%
1/17/2025 Janney Montgomery Scott LLC4,359$624K0.0%N/A0.029%
1/17/2025 Sharp Financial Services LLC137,610$19.69M14.9%+3.7%0.924%
1/17/2025 Westside Investment Management Inc.2,795$400K0.1%+19.2%0.019%
1/17/2025 Finley Financial LLC17,878$2.59M1.3%N/A0.120%
1/15/2025 GenWealth Group Inc.6,745$965K0.2%-3.2%0.045%
(Data available from 1/1/2016 forward)

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IYY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYY shares?

During the previous two years, 208 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 160 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 1,551,774 shares in the last 24 months. This purchase volume represents approximately $196.50M in transactions.

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

Of the 106 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 558,441 shares in the last 24 months. This volume of shares sold represents approximately $66.76M in transactions.


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This page (NYSEARCA:IYY) was last updated on 3/25/2025 by MarketBeat.com Staff
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