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Disclosery

IYY ISHARES TR

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DOW JONES US ETF (fund)

290 managers (292 13F filers) reported a position in IYY shares at 2026-06-30, 3,821,422 shares in all. 26 filers opened a position and 10 filers sold out during the quarter.

Managers
290
13F filers
292
New
26
Added
66
Reduced
75
Sold out
10
Shares held by filers
3,821,422

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY422,361$77M<0.01%-2,09713F-HRTimelineGroup
LPL Financial LLC336,065$61.3M0.01%+31,56313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/248,722$45.3M<0.01%-31513F-HRTimelineGroup
Savant Capital, LLC154,494$28.2M0.08%-22413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…139,986$25.5M0.01%-31013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN124,307$22.7M<0.01%-4,20313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC102,627$18.7M<0.01%+61,95613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA87,183$15.9M<0.01%+9,28813F-HRTimelineGroup
Apella Capital, LLC84,331$15.4M0.22%-45613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,777$14.7M0.02%+2,15513F-HRTimelineGroup
Rothschild Wealth LLC71,806$13.1M1.05%-3,94913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC70,742$12.9M<0.01%-25,60113F-HRTimelineGroup
Cetera Investment Advisers61,828$11.3M0.01%+78713F-HRTimeline
UBS Group AGgroup of 2 filers holding56,490$10.3M-1,825Timeline
COMMONWEALTH EQUITY SERVICES, LLC56,266$10.3M0.01%-43,39013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding47,683$8.69M-61,649Timeline
COFG Advisors, LLC44,895$8.18M1.41%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,050$8.03M<0.01%+50613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40,054$7.3M<0.01%-24313F-HRTimelineGroup
Elevation Capital Advisory, LLC38,714$7.06M2.72%new13F-HRTimeline
FMR LLCin group FMR LLC38,171$6.96M<0.01%+2,17713F-HRTimelineGroup
Creative Planningin group Creative Planning37,743$6.88M<0.01%-23113F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT36,265$6.61M2.69%-33313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,344$6.5M0.01%-1,03413F-HRTimeline
MAI Capital Management33,871$6.17M0.02%+2,58013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,220$5.51M<0.01%-713F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP29,949$5.46M0.25%+1,58713F-HRTimeline
ASPIRIANT, LLC29,744$5.42M0.13%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.29,721$5.42M0.71%+1,73813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,703$5.41M<0.01%+5,19813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…29,510$5.38M0.01%-2713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth29,467$5.37M0.01%+2913F-HRTimelineGroup
Merit Financial Group, LLC28,750$5.24M0.03%013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS25,687$4.68M0.01%+1,48313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,193$4.56M<0.01%+413F-HRTimelineGroup
DSG Capital Advisors, LLC24,800$4.54M0.65%013F-HRTimeline
First Heartland Consultants, Inc.23,497$4.28M0.28%-7513F-HRTimeline
EP Wealth Advisors, LLC22,414$4.09M0.02%-12013F-HRTimeline
Asset Advisors Investment Management, L…21,249$3.87M0.36%-80013F-HRTimeline
ASL Financial, LLC20,240$3.69M2.6%-15013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,853$3.62M<0.01%-18313F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,746$3.6M0.01%-4,72713F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,592$3.57M0.01%-1,46613F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT19,540$3.56M0.05%-213F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,809$3.43M<0.01%+5,43913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,553$3.38M<0.01%-57413F-HRTimelineGroup
Ellis Investment Partners, LLC17,601$3.21M0.49%+90113F-HRTimeline
NorthRock Partners, LLC16,498$3.01M0.04%013F-HRTimeline
Sigma Planning Corp16,490$3.01M0.08%+16913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,335$2.98M<0.01%+3,34913F-HRTimelineGroup
Steward Partners Investment Advisory, L…15,225$2.78M0.01%-30713F-HRTimeline
Coastal Bridge Advisors, LLC14,592$2.66M0.16%-71513F-HRTimeline
HighTower Advisors, LLC14,510$2.64M<0.01%+20013F-HRTimeline
Finley Financial, LLC14,017$2.56M1.03%-1,00013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,784$2.33M<0.01%+3,78413F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.12,671$2.31M0.13%-52713F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.12,166$2.22M0.81%-5013F-HRTimeline
Sage Investment Advisers LLC12,107$2.21M1.48%+1613F-HRTimeline
Mariner, LLCin group Mariner, LLC11,875$2.16M<0.01%-1,59813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,049$1.97M<0.01%+3,48713F-HRTimelineGroup
Mine & Arao Wealth Creation & Managemen…10,568$1.93M0.7%-5213F-HRTimeline
Thomasville National Bank10,335$1.88M0.1%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,059$1.83M<0.01%+213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,960$1.82M<0.01%-36413F-HR/ATimeline
KERR FINANCIAL PLANNING Corp9,769$1.78M1.99%-2513F-HRTimeline
Kaydan Wealth Management, Inc.9,273$1.69M0.52%013F-HRTimeline
IHT Wealth Management, LLC9,189$1.67M0.04%-1713F-HRTimeline
Kelman-Lazarov, Inc.8,838$1.61M0.21%-1213F-HRTimeline
Farther Finance Advisors, LLC8,621$1.57M0.01%-7513F-HRTimeline
MML INVESTORS SERVICES, LLC8,470$1.54M<0.01%+32713F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co8,000$1.46M<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,363$1.34M0.01%+1413F-HRTimelineGroup
Novak & Powell Financial Services, Inc.7,332$1.34M0.63%013F-HRTimeline
Mathes Company, Inc.6,900$1.26M0.39%013F-HRTimeline
Clark Asset Management, LLC6,900$1.26M0.1%+3,36013F-HRTimeline
IBEX WEALTH ADVISORS6,655$1.21M0.1%+3113F-HRTimeline
NWF Advisory Services Inc.6,530$1.19M0.11%013F-HRTimeline
CORTLAND ASSOCIATES INC/MO6,502$1.19M0.17%013F-HRTimeline
Legacy Capital Group California, Inc.6,354$1.16M0.35%+1313F-HRTimeline
NorthCoast Asset Management LLC6,353$1.16M0.03%+1213F-HRTimeline
GenWealth Group, Inc.6,310$1.15M0.18%-5813F-HRTimeline
TIAAgroup of 2 filers holding6,297$1.15M-283Timeline
Private Advisor Group, LLC6,157$1.12M0.01%-18,64013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,142$1.12M0.06%-6213F-HRTimeline
Quantinno Capital Management LP6,081$1.11M<0.01%+3,24613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,008$1.1M0.01%+34213F-HRTimelineGroup
Waverly Advisors, LLC6,000$1.09M0.01%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,924$1.08M<0.01%+5013F-HRTimelineGroup
OneDigital Investment Advisors LLC5,855$1.07M0.01%-113F-HRTimeline
RIK SAYLOR FINANCIAL, INC.5,843$1.06M0.71%013F-HRTimeline
Bawa N Mallick Trust5,750$1.05M0.34%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,697$1.04M<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,635$1.03M0.02%new13F-HRTimeline
Centric Wealth Management5,854$1.02M0.16%013F-HRTimeline
V2 Financial group LLC5,500$1M0.37%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,430$990K<0.01%-10013F-HRTimelineGroup
TD Waterhouse Canada Inc.5,421$986K<0.01%013F-HRTimeline
Riverbend Wealth Management, LLC5,400$984K0.5%013F-HRTimeline
Chung Wu Investment Group, LLC5,220$952K0.63%-2,00013F-HRTimeline
PATTEN & PATTEN INC/TN5,107$931K0.05%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,976$907K0.02%-46013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC4,800$875K0.24%013F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,655$849K<0.01%+1,81713F-HRTimelineGroup
Janney Montgomery Scott LLC4,630$844K<0.01%+113F-HRTimeline
Westside Investment Management, Inc.4,565$832K0.11%+12513F-HRTimeline
Narus Financial Partners, LLC4,500$820K0.21%-60013F-HRTimeline
Beacon Pointe Advisors, LLC4,495$819K<0.01%013F-HRTimeline
HighPoint Advisor Group LLC4,430$807K0.03%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,355$794K0.01%-41013F-HRTimelineGroup
Smithfield Trust Co4,354$793K0.03%013F-HRTimeline
Daytona Street Capital LLC4,240$779K0.57%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,222$770K<0.01%+3,23513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,201$766K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC4,153$757K0.01%+313F-HRTimeline
Heritage Investment Group, Inc.4,094$746K0.1%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,951$720K<0.01%-1513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,910$713K<0.01%+42813F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC3,864$704K0.07%013F-HRTimeline
HRT FINANCIAL LP3,864$704K<0.01%new13F-HRTimeline
SkyOak Wealth, LLC3,730$680K0.11%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,679$671K0.01%013F-HRTimeline
Sovereign Financial Group, Inc.3,662$668K0.1%-7013F-HRTimeline
Signal Advisors Wealth, LLC3,529$643K0.03%+1613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,521$641K0.04%+3,47413F-HRTimeline
Larson Financial Group LLC3,510$640K0.02%-10313F-HRTimeline
Evanson Financial, LLC3,439$627K0.03%13F-HRTimeline
Ballew Advisors, Inc3,390$616K0.32%-4013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC3,302$602K0.14%013F-HRTimeline
Fairvoy Private Wealth, LLC3,293$600K0.12%013F-HRTimeline
Capital Investment Advisors, LLC3,261$594K0.01%+113F-HRTimeline
WEDBUSH SECURITIES INC3,219$587K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,126$570K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,120$569K<0.01%-2413F-HRTimelineGroup
Advisory Services Network, LLC3,113$568K0.01%-7013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,072$560K<0.01%013F-HRTimelineGroup
Fiduciary Alliance LLC3,049$556K0.04%+613F-HRTimeline
RWA WEALTH PARTNERS, LLC3,044$555K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…3,035$553K<0.01%-2,27513F-HRTimeline
Kingsview Wealth Management, LLC3,029$552K0.01%+1,01313F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,000$547K0.22%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,991$545K<0.01%new13F-HRTimelineGroup
Guardian Capital, LLC2,959$539K0.44%-1,03213F-HRTimeline
AE Wealth Management LLC2,911$531K<0.01%-48113F-HRTimeline
Laurel Wealth Planning LLC2,854$520K0.23%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,818$514K0.02%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,715$495K0.02%+113F-HRTimeline
Financial Partners Group, Inc2,711$494K0.05%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,565$468K0.04%+513F-HRTimeline
Bernicke Wealth Management, Ltd.2,351$429K0.05%013F-HRTimeline
Wealthspire Advisors, LLC2,344$427K<0.01%-44213F-HRTimeline
Aspect Partners, LLC2,342$427K0.16%013F-HRTimeline
Silver Oak Advisory Group, Inc.2,339$426K0.17%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,331$425K0.01%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,308$421K0.11%013F-HRTimeline
&PARTNERS2,297$419K<0.01%013F-HRTimeline
Hubbell Strickland Wealth Management, L…2,278$415K0.15%+113F-HRTimeline
SONATA CAPITAL GROUP INC2,265$413K0.13%013F-HRTimeline
SP Asset Management LLC2,262$412K0.03%+413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,218$404K<0.01%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,217$404K0.22%-3613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.2,214$404K0.01%-38713F-HRTimeline
Private Wealth Partners, LLC2,200$401K0.03%-62013F-HRTimeline
Yoder Wealth Management, Inc.2,190$399K0.16%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,187$399K0.01%+413F-HRTimeline
Essex LLC2,170$396K0.06%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,162$394K0.1%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,112$385K0.09%013F-HRTimeline
Planned Solutions, Inc.2,106$384K0.11%013F-HRTimeline
BRIGHTON JONES LLC2,085$380K0.01%013F-HRTimeline
Wealthstar Advisors, LLC2,072$378K0.19%+13513F-HRTimeline
CERTUITY, LLC2,057$375K0.02%013F-HRTimeline
Kapstone Financial Advisors LLC2,051$374K0.16%013F-HRTimeline
Allworth Financial LP2,003$365K<0.01%+713F-HRTimeline
Indivisible Partners1,954$356K0.02%new13F-HRTimeline
One Wealth Map LLC2,000$356K0.17%013F-HRTimeline
Curat Global, LLC1,198$355K0.29%-75013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,925$351K0.15%013F-HRTimeline
Sandy Cove Advisors, LLC1,923$350K0.09%013F-HRTimeline
Clarity Wealth Advisors, LLC1,917$349K0.06%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,896$346K<0.01%+813F-HRTimelineGroup
Peachtree Investment Partners, LLC1,863$340K0.11%+413F-HRTimeline
MBA Advisors LLC1,839$335K0.11%+313F-HRTimeline
Edge Wealth Management LLC1,827$333K0.06%-15513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,800$328K0.01%013F-HRTimeline
Perigon Wealth Management, LLC1,790$326K0.01%-11013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,782$325K0.01%-22513F-HRTimeline
Guided Capital Wealth Management, LLC1,738$317K0.19%013F-HRTimeline
Balentine LLC1,726$315K0.01%013F-HRTimeline
Garner Asset Management Corp1,703$310K0.1%+313F-HRTimeline
Arkadios Wealth Advisors1,688$308K<0.01%+113F-HRTimeline
HANCOCK WHITNEY CORP1,668$304K0.01%new13F-HRTimeline
SC&H Financial Advisors, Inc.1,636$298K0.04%013F-HRTimeline
NewEdge Advisors, LLC1,614$294K<0.01%-3,46513F-HRTimeline
Gladstone Institutional Advisory LLC1,574$287K0.01%013F-HRTimeline
BridgePort Financial Solutions, LLC1,546$282K0.07%013F-HRTimeline
BLB&B Advisors, LLC1,520$277K0.01%-5013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,510$275K0.03%013F-HRTimeline
Galvin, Gaustad & Stein, LLC1,502$274K0.02%+313F-HRTimeline
WBH ADVISORY INC1,500$273K0.02%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,495$273K0.01%013F-HRTimelineGroup