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

iShares Dow Jones U.S. ETF logo
$151.74 -2.63 (-1.70%)
Closing price 08/1/2025 04:10 PM Eastern
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$151.98 +0.24 (+0.16%)
As of 08/1/2025 04:12 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)
122
Total
Institutional Inflows
(last 12 months)
$124.47M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$33.36M
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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
8/1/2025 Cobblestone Capital Advisors LLC NY2,711$409K0.0%N/A0.017%
8/1/2025 Curat Global LLC1,450$219K0.2%+38.1%0.009%
8/1/2025 Envestnet Asset Management Inc.41,707$6.29M0.0%+7.7%0.255%
7/30/2025 Members Trust Co1,420$214K0.0%-50.0%0.009%
7/30/2025 Avidian Wealth Enterprises LLC1,412$213K0.0%N/A0.009%
7/28/2025 Mutual Advisors LLC5,828$906K0.0%-16.0%0.036%
7/25/2025 Ellis Investment Partners LLC14,016$2.12M0.4%+18.9%0.086%
7/25/2025 Sovereign Financial Group Inc.3,766$568K0.1%-5.2%0.023%
7/25/2025 Concurrent Investment Advisors LLC3,354$506K0.0%-3.1%0.021%
7/24/2025 Wealthstar Advisors LLC2,726$411K0.2%N/A0.017%
7/23/2025 H&H Retirement Design & Management INC2,270$348K0.2%N/A0.014%
7/22/2025 Chung Wu Investment Group LLC5,240$791K0.8%-17.7%0.032%
7/22/2025 DAVENPORT & Co LLC6,630$1M0.0%-4.7%0.041%
7/22/2025 BridgePort Financial Solutions LLC1,545$233K0.1%N/A0.009%
7/21/2025 Ameritas Advisory Services LLC3,809$575K0.0%N/A0.023%
7/21/2025 Asset Advisors Investment Management LLC22,849$3.45M0.3%-0.7%0.140%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,279$646K0.0%+13.2%0.026%
7/18/2025 Truist Financial Corp17,040$2.57M0.0%+11.7%0.104%
7/16/2025 GenWealth Group Inc.5,984$903K0.2%-8.4%0.037%
7/16/2025 Arkansas Financial Group Inc.17,215$2.61M0.4%+16.0%0.105%
7/11/2025 Farther Finance Advisors LLC5,335$805K0.0%-5.3%0.033%
7/11/2025 Thomasville National Bank10,811$1.63M0.1%-12.5%0.066%
7/10/2025 Wealth Enhancement Advisory Services LLC52,959$8.09M0.0%+2.2%0.324%
7/10/2025 Wedmont Private Capital1,363$208K0.0%N/A0.008%
7/9/2025 Finley Financial LLC16,197$2.44M1.2%-1.8%0.099%
7/9/2025 Summit Financial Consulting LLC16,329$2.46M2.2%N/A0.100%
7/8/2025 Ballew Advisors Inc4,380$669K0.4%-7.6%0.027%
7/8/2025 Lowe Wealth Advisors LLC33,909$5.12M2.0%-0.3%0.207%
6/27/2025Goldman Sachs Group Inc.24,668$3.36M0.0%+87.0%0.150%
5/20/2025Focus Partners Wealth12,592$1.71M0.0%-14.8%0.078%
5/20/2025Integrity Alliance LLC.1,638$223K0.0%N/A0.010%
5/20/2025Aspen Investment Management Inc1,757$239K0.1%N/A0.011%
5/16/2025Goldman Sachs Group Inc.24,668$3.36M0.0%+87.0%0.152%
5/16/2025Jones Financial Companies Lllp1,028$140K0.0%-60.5%0.006%
5/16/2025NewEdge Advisors LLC5,680$773K0.0%+40.2%0.035%
5/15/2025Royal Bank of Canada95,127$12.95M0.0%-0.2%0.587%
5/14/2025Comerica Bank33,653$4.58M0.0%+1.2%0.208%
5/14/2025Northwestern Mutual Wealth Management Co.5,437$740K0.0%-5.9%0.034%
5/14/2025Kestra Advisory Services LLC22,603$3.08M0.0%+37.0%0.140%
5/14/2025CW Advisors LLC4,849$660K0.0%-15.4%0.030%
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5/13/2025Raymond James Financial Inc.87,051$11.85M0.0%+13.5%0.537%
5/13/2025Twin Focus Capital Partners LLC3,049$415K0.1%N/A0.019%
5/13/2025 Finley Financial LLC16,497$2.23M1.2%-7.7%0.102%
5/13/2025Kovitz Investment Group Partners LLC14,795$2.01M0.0%N/A0.091%
5/13/2025HighTower Advisors LLC13,880$1.89M0.0%-1.8%0.086%
5/12/2025SouthState Corp223$30K0.0%N/A0.001%
5/9/2025 Silver Oak Advisory Group Inc.2,616$356K0.2%-4.9%0.016%
5/9/2025Greykasell Wealth Strategies Inc.21,457$2.92M1.6%-2.6%0.132%
5/9/2025Wealthspire Advisors LLC1,887$257K0.0%+30.6%0.012%
5/9/2025Cooper Haims Advisors LLC2,153$293K0.2%-3.4%0.013%
5/9/2025Commonwealth Equity Services LLC118,541$16.13M0.0%-0.3%0.732%
5/9/2025 Blair William & Co. IL910$124K0.0%+61.3%0.006%
5/9/2025PNC Financial Services Group Inc.152,986$20.82M0.0%-5.7%0.944%
5/8/2025TIAA Trust National Association7,195$979K0.0%-1.9%0.044%
5/8/2025 NorthRock Partners LLC16,790$2.29M0.1%-2.1%0.104%
5/7/2025 Nottingham Advisors Inc.1,574$214K0.0%-35.2%0.010%
5/7/2025Foundations Investment Advisors LLC5,412$737K0.0%-24.3%0.033%
5/7/2025LPL Financial LLC292,437$39.80M0.0%-3.1%1.805%
5/7/2025First Heartland Consultants Inc.24,406$3.32M0.3%+3.3%0.151%
5/6/2025Assetmark Inc.3,362$458K0.0%+55,933.3%0.021%
5/6/2025Cetera Investment Advisers57,383$7.81M0.0%+13.1%0.354%
5/6/2025Avantax Advisory Services Inc.1,713$233K0.0%+7.7%0.011%
5/6/2025AE Wealth Management LLC5,097$694K0.0%-26.9%0.031%
5/6/2025 Financial Partners Group Inc2,711$369K0.1%-4.7%0.017%
5/6/2025Garner Asset Management Corp1,686$229K0.1%-12.3%0.010%
5/5/2025 IFP Advisors Inc2,648$360K0.0%+43.1%0.016%
5/5/2025Washburn Capital Management Inc.3,110$423K0.2%-18.6%0.019%
5/5/2025Private Advisor Group LLC25,228$3.43M0.0%-0.5%0.156%
5/5/2025Archer Investment Corp919$125K0.0%+49.4%0.006%
5/2/2025 Asset Advisors Investment Management LLC22,999$3.13M0.3%-2.7%0.142%
5/2/2025 Mine & Arao Wealth Creation & Management LLC.10,936$1.49M0.7%-0.7%0.068%
5/2/2025Sigma Planning Corp8,613$1.17M0.0%-3.6%0.053%
5/1/2025Mathes Company Inc.8,900$1.21M0.5%-1.1%0.055%
5/1/2025 Rik Saylor Financial Inc.6,162$839K0.7%-10.7%0.038%
4/30/2025 Narus Financial Partners LLC5,100$694K0.2%-1.5%0.032%
4/30/2025Allworth Financial LP538$72K0.0%+24.8%0.003%
4/30/2025 Stratos Wealth Advisors LLC14,835$2.02M0.1%-2.4%0.092%
4/30/2025Brown Advisory Inc.9,000$1.23M0.0%-7.0%0.056%
4/29/2025 Envestnet Asset Management Inc.38,731$5.27M0.0%-8.4%0.240%
4/29/2025 Burke & Herbert Bank & Trust Co.2,460$335K0.1%-22.3%0.015%
4/29/2025Bank of New York Mellon Corp29,712$4.04M0.0%-1.5%0.184%
4/29/2025OneDigital Investment Advisors LLC6,180$841K0.0%-3.2%0.038%
4/28/2025 Mutual Advisors LLC6,938$931K0.0%-2.0%0.043%
4/25/2025Westside Investment Management Inc.2,895$394K0.1%+3.6%0.018%
4/25/2025 New Wave Wealth Advisors LLC8,091$1.10M0.5%-11.1%0.050%
4/24/2025Sunbelt Securities Inc.250$34K0.0%-93.5%0.002%
4/24/2025Money Concepts Capital Corp25,275$3.44M0.3%-0.5%0.157%
4/22/2025 Cambridge Investment Research Advisors Inc.16,491$2.24M0.0%+13.2%0.102%
4/22/2025 Garde Capital Inc.650$88K0.0%N/A0.004%
4/22/2025 Nilsine Partners LLC16,306$2.22M0.2%+18.7%0.101%
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4/21/2025 Siligmueller & Norvid Wealth Advisors LLC91,228$12.42M5.3%+0.6%0.565%
4/17/2025 Grove Bank & Trust789$107K0.0%+531.2%0.005%
4/17/2025 Janney Montgomery Scott LLC4,558$620K0.0%+4.6%0.028%
4/17/2025 Fairvoy Private Wealth LLC3,293$448K0.1%-3.1%0.020%
4/17/2025 Sound Income Strategies LLC461$63K0.0%N/A0.003%
4/17/2025 Arkansas Financial Group Inc.14,844$1.89M0.3%-0.6%0.092%
4/16/2025 Wealth Enhancement Advisory Services LLC51,814$7.05M0.0%+7.8%0.321%
4/16/2025 Thomasville National Bank12,362$1.68M0.1%-1.6%0.077%
4/14/2025NewSquare Capital LLC9,797$1.33M0.1%-16.7%0.061%
4/11/2025 Procyon Advisors LLC1,912$260K0.0%-20.7%0.012%
(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, 216 institutional investors and hedge funds held shares of iShares Dow Jones U.S. ETF. The most heavily invested institutionals were LPL Financial LLC ($39.80M), Savant Capital LLC ($23.06M), Ameriprise Financial Inc. ($21.38M), PNC Financial Services Group Inc. ($20.82M), Bank of America Corp DE ($20.20M), Wells Fargo & Company MN ($20.00M), and Sharp Financial Services LLC ($19.69M).Learn more on iShares Dow Jones U.S. ETF's institutional investors.

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

Of the 164 institutional investors that purchased iShares Dow Jones U.S. ETF's 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), Siligmueller & Norvid Wealth Advisors LLC ($91.23K), Raymond James Financial Inc. ($87.05K), PNC Financial Services Group Inc. ($65.20K), Cetera Investment Advisers ($56.72K), and Raymond James Financial Services Advisors Inc. ($35.42K).

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

Institutional investors have bought a total of 878,138 shares in the last 24 months. This purchase volume represents approximately $124.47M in transactions.

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

Of the 90 institutional investors that sold iShares Dow Jones U.S. ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PNC Financial Services Group Inc. ($45.47K), LPL Financial LLC ($43.29K), HighTower Advisors LLC ($24.95K), Kingsview Wealth Management LLC ($22.34K), Northwestern Mutual Wealth Management Co. ($11.40K), Sunbelt Securities Inc. ($6.79K), and Stratos Wealth Advisors LLC ($5.93K).

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

Institutional investors have sold a total of 238,461 shares in the last 24 months. This volume of shares sold represents approximately $33.36M in transactions.


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This page (NYSEARCA:IYY) was last updated on 8/4/2025 by MarketBeat.com Staff
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