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Disclosery

IYY ISHARES TR

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DOW JONES US ETF (fund)

291 managers (293 13F filers) reported a position in IYY shares at 2026-06-30, 3,825,769 shares in all. 25 filers opened a position and 10 filers sold out during the quarter.

Managers
291
13F filers
293
New
25
Added
67
Reduced
75
Sold out
10
Shares held by filers
3,825,769

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
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,495$273K0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,478$269K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,457$266K<0.01%new13F-HRTimelineGroup
SRH ADVISORS, LLC1,450$264K0.07%013F-HRTimeline
Main Street Research LLC1,446$264K0.01%013F-HRTimeline
FAGAN ASSOCIATES, INC.1,400$255K0.03%013F-HRTimeline
Global Retirement Partners, LLC1,396$254K<0.01%13F-HRTimeline
IFP Advisors, Inc1,385$252K<0.01%+31413F-HRTimeline
Destination Wealth Management1,380$252K0.01%013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.1,379$251K0.12%-7413F-HRTimeline
Sanctuary Advisors, LLC1,377$251K<0.01%-713F-HRTimeline
Wedmont Private Capital1,363$251K0.01%013F-HRTimeline
Tyche Wealth Partners LLC1,365$249K0.03%013F-HRTimeline
Aureum Wealth Management, LLC1,355$247K0.15%013F-HRTimeline
Red Door Wealth Management, LLC1,324$241K0.02%013F-HRTimeline
Great Lakes Retirement, Inc.1,308$238K0.02%-21513F-HRTimeline
Snowden Capital Advisors LLC1,263$230K0.01%013F-HRTimeline
Baker Avenue Asset Management, LP1,258$229K<0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,245$227K<0.01%new13F-HRTimeline
LexAurum Advisors, LLC1,220$222K0.03%new13F-HRTimeline
Procyon Advisors, LLC1,212$221K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC1,200$219K0.03%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,196$218K0.01%013F-HRTimeline
Targeted Financial Services LLC1,193$217K0.16%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO1,180$215K0.04%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.1,170$213K<0.01%new13F-HRTimeline
Sentry LLC1,170$213K0.06%new13F-HRTimeline
VeraBank, N.A.1,157$211K0.03%-16513F-HRTimeline
Landing Point Financial Group, LLC1,147$209K0.07%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,108$202K<0.01%-9113F-HRTimeline
Accredited Investors Inc.1,100$201K0.01%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,084$198K0.01%+213F-HRTimeline
BLAIR WILLIAM & CO/IL915$167K<0.01%+513F-HRTimeline
Keating Financial Advisory Services, In…877$160K0.02%+113F-HRTimeline
CARDIFF PARK ADVISORS, LLC800$146K0.01%013F-HRTimeline
Integrity Financial Corp /WA743$135K0.06%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC730$133K<0.01%-5013F-HRTimelineGroup
Synergy Investment Management, LLC700$128K0.03%-45013F-HRTimeline
Boreal Capital Management LLC700$128K0.1%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC674$123K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.588$107K0.04%013F-HRTimeline
Triumph Capital Management573$104K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.573$104K0.08%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC549$100K<0.01%013F-HRTimeline
Archer Investment Corp523$95.4K0.02%013F-HR/ATimeline
Financial Life Planners511$93.2K0.06%+113F-HRTimeline
Continuum Advisory, LLC500$91.1K0.01%new13F-HRTimeline
Grove Bank & Trust497$90.6K0.01%013F-HRTimeline
AdvisorNet Financial, Inc480$87.5K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG478$87.1K<0.01%013F-HRTimelineGroup
Bangor Savings Bank472$86K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC437$79.6K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV400$72.9K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…387$70.5K<0.01%+18113F-HRTimelineGroup
SHP Wealth Management366$66.7K<0.01%+1213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC364$66.3K<0.01%013F-HRTimelineGroup
Arax Advisory Partners318$58K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC308$56.1K<0.01%+10813F-HRTimeline
AlphaCore Capital LLC300$54.7K<0.01%013F-HRTimeline
MTM Investment Management, LLC270$49.2K0.01%013F-HRTimeline
Anchor Investment Management, LLC257$46.8K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd207$37.7K<0.01%+11913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources200$36.5K<0.01%013F-HRTimelineGroup
Glassman Wealth Services200$36.5K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.190$34.6K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.168$30.6K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC160$29.2K<0.01%013F-HRTimeline
West Financial Advisors, LLC146$26.6K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP133$24.2K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC126$23K<0.01%013F-HRTimeline
HighMark Wealth Management LLC117$21.4K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC100$18.2K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp100$18.2K0.01%013F-HRTimeline
Meramec Financial Planners, LLC100$18K0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC96$17.5K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV84$15.3K<0.01%013F-HRTimeline
Clearstead Advisors, LLC82$14.9K<0.01%new13F-HRTimeline
Bogart Wealth, LLC77$14K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.70$12.8K<0.01%new13F-HRTimeline
GAMMA Investing LLC66$12K<0.01%013F-HRTimeline
IFG Advisory, LLC64$11.7K<0.01%new13F-HRTimeline
Dunhill Financial, LLC62$11.4K<0.01%013F-HRTimeline
Main Street Group, LTD52$9.48K<0.01%013F-HRTimeline
Piedmont Capital Management, LLC/NC46$8.38K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.38$6.93K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…35$6.38K0.01%013F-HRTimeline
PRIVATE TRUST CO NA25$4.56K<0.01%013F-HRTimeline
Nemes Rush Group LLC17$3.1K<0.01%013F-HRTimeline
Horizon Investments, LLC15$2.73K<0.01%-1513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$657<0.01%013F-HRTimelineGroup
Kilter Group LLC2$365<0.01%013F-HRTimeline