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

iShares Dow Jones U.S. ETF logo
$147.55 +1.30 (+0.89%)
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)
78
Total
Institutional Inflows
(last 12 months)
$64.73M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$20.50M
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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
1/21/2025Geneos 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%
1/15/2025 Procyon Advisors LLC2,412$345K0.0%+60.8%0.016%
1/14/2025 CPR Investments Inc.1,474$211K0.2%N/A0.010%
1/14/2025 Sovereign Financial Group Inc.3,974$569K0.1%-2.6%0.027%
1/14/2025 Signal Advisors Wealth LLC2,945$421K0.0%N/A0.020%
1/13/2025 Thomasville National Bank12,567$1.80M0.1%+1.2%0.084%
1/10/2025 Lowe Wealth Advisors LLC34,215$4.90M2.1%-2.2%0.230%
1/10/2025 Watts Gwilliam & Co. LLC3,200$460K0.1%+6.8%0.021%
12/26/2024JPMorgan Chase & Co.12,525$1.75M0.0%+1.3%0.084%
11/25/2024Sanctuary Advisors LLC2,795$408K0.0%N/A0.019%
11/15/2024MML Investors Services LLC6,865$958K0.0%-5.2%0.046%
11/15/2024National Bank of Canada FI7,082$989K0.0%+1.6%0.048%
11/15/2024Jane Street Group LLC12,164$1.70M0.0%+663.6%0.082%
11/15/2024Kovitz Investment Group Partners LLC16,193$2.26M0.0%N/A0.109%
11/15/2024Stifel Financial Corp22,049$3.08M0.0%+7.2%0.148%
11/15/2024Quantinno Capital Management LP2,762$386K0.0%N/A0.019%
11/15/2024IHT Wealth Management LLC7,578$1.06M0.0%-2.9%0.051%
11/15/2024HighTower Advisors LLC38,827$5.42M0.0%+2.4%0.261%
11/14/2024Flow Traders U.S. LLC24,046$3.36M0.2%N/A0.161%
11/14/2024Captrust Financial Advisors23,648$3.30M0.0%-0.3%0.159%
11/13/2024FMR LLC24,044$3.36M0.0%+3.4%0.161%
11/13/2024Bank of Montreal Can25,962$3.61M0.0%-2.7%0.174%
11/12/2024Kingsview Wealth Management LLC2,145$299K0.0%-91.2%0.014%
11/12/2024Optivise Advisory Services LLC4,761$665K0.3%N/A0.032%
11/12/2024Great Valley Advisor Group Inc.5,408$755K0.0%-7.4%0.036%
11/8/2024Silver Oak Advisory Group Inc.2,752$384K0.2%+2.9%0.018%
11/8/2024PNC Financial Services Group Inc.167,456$23.38M0.0%-15.6%1.124%
11/7/2024TrinityPoint Wealth LLC19,940$2.78M0.4%-3.8%0.134%
11/6/2024Huntington National Bank715$100K0.0%-23.2%0.005%
11/5/2024First Heartland Consultants Inc.23,742$3.31M0.4%+1.7%0.159%
11/5/2024Nations Financial Group Inc. IA ADV2,250$314K0.0%N/A0.015%
10/30/2024NorthRock Partners LLC4,968$693K0.1%-25.1%0.033%
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10/29/2024Cortland Associates Inc. MO6,502$908K0.1%-3.3%0.044%
10/29/2024Farther Finance Advisors LLC5,634$786K0.0%+7.2%0.038%
10/28/2024Laurel Wealth Planning LLC3,065$428K0.3%N/A0.021%
10/25/2024Tyche Wealth Partners LLC1,549$216K0.0%N/A0.010%
10/24/2024Washburn Capital Management Inc.3,825$534K0.4%-26.1%0.026%
10/24/2024Ellis 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%
10/23/2024Allworth Financial LP433$60K0.0%N/A0.003%
10/23/2024Heritage Oak Wealth Advisors LLC9,097$1.27M0.6%N/A0.061%
10/23/2024Brighton Jones LLC2,085$291K0.0%N/A0.014%
10/22/2024Private Advisor Group LLC23,976$3.35M0.0%-1.3%0.161%
10/21/2024Foundations Investment Advisors LLC6,247$872K0.0%-31.6%0.042%
10/19/2024 New 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%
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%
9/23/2024Centaurus Financial Inc.1,704$225K0.0%-16.1%0.011%
8/27/2024New Wave Wealth Advisors LLC9,097$1.20M0.6%N/A0.061%
8/27/2024 New Century Financial Group LLC3,240$429K0.2%N/A0.022%
8/22/2024Cetera Investment Advisers52,600$6.96M0.0%+17.7%0.353%
8/21/2024Truist Financial Corp17,252$2.28M0.0%-0.5%0.116%
8/19/2024EP Wealth Advisors LLC15,873$2.10M0.0%-1.3%0.107%
8/16/2024Sunbelt Securities Inc.4,298$569K0.1%-38.9%0.029%
8/16/2024Northwestern Mutual Wealth Management Co.5,258$696K0.0%-67.8%0.035%
8/16/2024Susquehanna International Group LLP27,812$3.68M0.0%+12.7%0.187%
8/14/2024Bank of Montreal Can26,681$3.55M0.0%-1.1%0.179%
8/12/2024Garner Asset Management Corp1,913$253K0.1%-52.4%0.013%
8/8/2024J.W. Cole Advisors Inc.5,334$706K0.0%+15.8%0.036%
8/8/2024Envestnet Asset Management Inc.42,924$5.68M0.0%+7.7%0.288%
8/8/2024Private Wealth Partners LLC2,837$375K0.0%+29.0%0.019%
8/8/2024LPL Financial LLC328,481$43.46M0.0%+3.9%2.205%
8/8/2024SP Asset Management LLC2,216$293K0.0%N/A0.015%
8/7/2024Wedbush Securities Inc.39,410$5.21M0.2%+4.1%0.264%
8/6/2024Ellis Investment Partners LLC10,462$1.38M0.3%+6.8%0.070%
8/6/2024Certuity LLC2,197$291K0.0%N/A0.015%
8/6/2024Mine & Arao Wealth Creation & Management LLC.11,274$1.49M0.7%+1.1%0.076%
8/6/2024Savant Capital LLC159,300$21.08M0.2%-3.1%1.069%
8/5/2024Private Advisor Group LLC24,280$3.21M0.0%+1.6%0.163%
8/2/2024Foundations Investment Advisors LLC9,137$1.21M0.0%+467.9%0.061%
8/2/2024Founders Financial Securities LLC6,206$821K0.1%-9.7%0.042%
8/1/2024TIAA 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%
7/31/2024Banque Cantonale Vaudoise1,000$132K0.0%-33.3%0.007%
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I urge you to watch this video now.
7/31/2024Commonwealth Equity Services LLC119,429$15.80M0.0%-3.9%0.802%
7/31/2024Concurrent Investment Advisors LLC3,555$470K0.0%+19.5%0.024%
7/26/2024Cambridge Investment Research Advisors Inc.15,841$2.10M0.0%+1.9%0.106%
7/26/2024Bank of New York Mellon Corp28,352$3.75M0.0%-12.6%0.190%
7/25/2024First Heartland Consultants Inc.23,345$3.09M0.2%-1.1%0.157%
7/25/2024Washburn 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%
7/16/2024Great 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%
(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, 176 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 ($19.69M), 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 ($128.67K), 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 LPL Financial LLC ($37.55K).

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

Institutional investors have bought a total of 1,095,406 shares in the last 24 months. This purchase volume represents approximately $126.02M in transactions.

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

Of the 90 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 551,816 shares in the last 24 months. This volume of shares sold represents approximately $61.66M in transactions.


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This page (NYSEARCA:IYY) was last updated on 1/21/2025 by MarketBeat.com Staff
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