ISHARES DOW JONES U.S. ETF IYY
$181.79
-0.1% 52w: $143.74 – $184.49
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data143.74164.12184.49
Jun 20, 2025 Jul 2, 2026
Institutional holders
276
-2 QoQ
13F value
$596.5M
-7.1% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$380K calls / — puts
Institutional value by quarter
Number of holders
Who owns IYY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 424.5K | $67.3M | 0.0% | -3.1% |
| LPL Financial LLC | Bank broker | 304.5K | $48.2M | 0.0% | -2.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 249.0K | $39.5M | 0.0% | +27.5% |
| Savant Capital, LLC | Wealth advisor | 154.7K | $24.5M | 0.1% | -0.1% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 140.3K | $22.2M | 0.0% | -2.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 128.5K | $20.4M | 0.0% | -2.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 105.5K | $16.7M | 0.1% | +202.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 99.7K | $15.8M | 0.0% | -0.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 96.3K | $15.3M | 0.0% | +6.0% |
| Apella Capital, LLC | Wealth advisor | 84.8K | $14.7M | 0.2% | -1.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 78.6K | $12.5M | 0.0% | +24.2% |
| ROYAL BANK OF CANADA | Bank broker | 77.9K | $12.3M | 0.0% | +1.3% |
| Rothschild Wealth LLC | Wealth advisor | 75.8K | $12.0M | 1.1% | -3.0% |
| Cetera Investment Advisers | Wealth advisor | 61.0K | $9.7M | 0.0% | -1.5% |
| UBS Group AG | Bank broker | 56.5K | $9.0M | 0.0% | -10.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 43.5K | $6.9M | 0.0% | -0.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 40.7K | $6.4M | 0.0% | -16.3% |
| BANK OF MONTREAL /CAN/ | Bank broker | 40.3K | $6.4M | 0.0% | +2.9% |
| Creative Planning | Wealth advisor | 38.0K | $6.0M | 0.0% | +3.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 36.4K | $5.8M | 0.0% | -32.3% |
| STEINBERGANNA WEALTH MANAGEMENT | Wealth advisor | 36.6K | $5.8M | 2.8% | -4.2% |
| FMR LLC | Long only active | 36.0K | $5.7M | 0.0% | +6.1% |
| MAI Capital Management | Wealth advisor | 31.3K | $5.0M | 0.0% | -4.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 30.2K | $4.8M | 0.0% | -4.5% |
| ASPIRIANT, LLC | Wealth advisor | 29.7K | $4.7M | 0.1% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 29.5K | $4.7M | 0.0% | +8150.6% |
| Focus Partners Wealth | Wealth advisor | 29.4K | $4.7M | 0.0% | -2.2% |
| ARKANSAS FINANCIAL GROUP, INC. | Wealth advisor | 28.0K | $4.6M | 0.6% | +7.4% |
| Merit Financial Group, LLC | Wealth advisor | 28.8K | $4.6M | 0.0% | +1.0% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 28.4K | $4.5M | 0.2% | -0.9% |
| DSG Capital Advisors, LLC ★2 | Fundamental diversified | 24.8K | $3.9M | 0.6% | Held |
| Private Advisor Group, LLC | Wealth advisor | 24.8K | $3.9M | 0.0% | -1.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 24.5K | $3.9M | 0.0% | -33.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 24.5K | $3.9M | 0.0% | +23.3% |
| JPMORGAN CHASE & CO | Bank broker | 25.2K | $3.9M | 0.0% | +0.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 24.2K | $3.8M | 0.0% | +0.3% |
| First Heartland Consultants, Inc. | Wealth advisor | 23.6K | $3.7M | 0.3% | -1.6% |
| EP Wealth Advisors, LLC | Wealth advisor | 22.5K | $3.6M | 0.0% | -0.8% |
| Asset Advisors Investment Management, LLC | Other | 22.0K | $3.5M | 0.3% | -1.4% |
| Lido Advisors, LLC | Wealth advisor | 21.1K | $3.3M | 0.0% | -2.2% |
| ASL Financial, LLC | Wealth advisor | 20.4K | $3.2M | 2.6% | -0.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 20.0K | $3.2M | 0.0% | +2.8% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 19.5K | $3.1M | 0.1% | +38.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 19.1K | $3.0M | 0.0% | -0.2% |
| Ellis Investment Partners, LLC | Wealth advisor | 16.7K | $2.6M | 0.5% | +1.0% |
| NorthRock Partners, LLC | Wealth advisor | 16.5K | $2.6M | 0.0% | -2.6% |
| Sigma Planning Corp | Wealth advisor | 16.3K | $2.6M | 0.1% | +50.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 15.5K | $2.5M | 0.0% | -3.9% |
| Coastal Bridge Advisors, LLC | Other | 15.3K | $2.4M | 0.2% | -1.9% |
| Finley Financial, LLC | Wealth advisor | 15.0K | $2.4M | 1.1% | -6.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.