Skip to content
Disclosery

IYY ISHARES TR

Follow

DOW JONES US ETF (fund)

263 managers (264 13F filers) reported a position in IYY shares at 2024-12-31, 3,893,673 shares in all. 21 filers opened a position and 8 filers sold out during the quarter.

Managers
263
13F filers
264
New
21
Added
71
Reduced
67
Sold out
8
Shares held by filers
3,893,673

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CPR Investments Inc.1,474$211K0.19%new13F-HRTimeline
SRH ADVISORS, LLC1,450$207K0.06%013F-HRTimeline
Main Street Research LLC1,446$207K0.01%013F-HRTimeline
Wealthspire Advisors, LLC1,445$207K<0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,424$204K<0.01%new13F-HRTimelineGroup
FAGAN ASSOCIATES, INC.1,400$200K0.03%new13F-HRTimeline
Global Retirement Partners, LLC1,359$194K0.01%+313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,258$180K<0.01%013F-HRTimeline
Synergy Investment Management, LLC1,150$165K0.07%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,124$161K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,124$161K<0.01%+1,01613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,069$153K0.01%+313F-HRTimeline
CARDIFF PARK ADVISORS, LLC800$114K0.01%013F-HRTimeline
Integrity Financial Corp /WA738$106K0.06%013F-HRTimeline
Archer Investment Corp615$88K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.588$86.7K0.04%13F-HRTimeline
Nemes Rush Group LLC602$86.1K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.573$82K0.08%13F-HRTimeline
BLAIR WILLIAM & CO/IL564$80.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc480$68.7K0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.472$67.5K0.05%013F-HRTimeline
Bangor Savings Bank472$67.5K0.01%013F-HRTimeline
Allworth Financial LP431$64K<0.01%-213F-HRTimeline
MONTAG A & ASSOCIATES INC437$62.5K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV400$57.2K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…400$57.2K0.02%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC364$52.1K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…358$51.2K<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC348$49.8K0.01%-8013F-HRTimeline
Financial Life Planners336$48.1K0.04%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP322$46.1K<0.01%+2213F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC315$45.1K0.01%new13F-HRTimeline
MAI Capital Management290$41.5K<0.01%new13F-HRTimeline
MTM Investment Management, LLC270$38.6K0.01%013F-HRTimeline
Anchor Investment Management, LLC257$36.8K<0.01%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…223$31.8K0.01%+113F-HRTimeline
Atala Financial Inc210$30K0.02%13F-HRTimeline
Glassman Wealth Services200$28.6K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC185$26.5K0.01%-1,18513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC183$26.1K0.01%+113F-HRTimeline
West Financial Advisors, LLC160$22.9K<0.01%013F-HRTimeline
Transce3nd, LLC148$21.2K0.01%13F-HRTimeline
McIlrath & Eck, LLC147$21K<0.01%-1613F-HRTimeline
First Horizon Advisors, Inc.136$19.5K<0.01%013F-HRTimeline
Grove Bank & Trust125$17.9K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC115$16.5K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC100$14.3K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp100$14.3K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.95$13.6K<0.01%+5513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV84$12K<0.01%013F-HRTimeline
Bogart Wealth, LLC70$10K<0.01%+3013F-HRTimeline
GAMMA Investing LLC66$9.44K<0.01%013F-HRTimeline
Main Street Group, LTD65$9.3K<0.01%-14813F-HRTimeline
Dunhill Financial, LLC63$8.97K<0.01%013F-HRTimeline
Aviso Financial Inc.50$7.15K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.38$5.44K<0.01%013F-HR/ATimeline
Global Financial Private Client, LLC30$4.29K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC28$4.01K<0.01%-80013F-HRTimeline
PRIVATE TRUST CO NA25$3.58K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$1K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC6$859<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Members Trust Co2,840$406M013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.