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Disclosery

IYY ISHARES TR

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DOW JONES US ETF (fund)

254 managers (255 13F filers) reported a position in IYY shares at 2025-03-31, 3,535,982 shares in all. 13 filers opened a position and 19 filers sold out during the quarter.

Managers
254
13F filers
255
New
13
Added
58
Reduced
80
Sold out
19
Shares held by filers
3,535,982

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Synergy Investment Management, LLC1,150$157K0.07%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,124$153K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,072$146K0.01%+313F-HRTimeline
Curat Global, LLC1,050$143K0.17%13F-HRTimeline
Archer Investment Corp919$125K0.03%+30413F-HRTimeline
BLAIR WILLIAM & CO/IL910$124K<0.01%+34613F-HRTimeline
CARDIFF PARK ADVISORS, LLC800$109K0.01%013F-HRTimeline
Grove Bank & Trust789$107K0.01%+66413F-HRTimeline
Belvedere Trading LLC738$100K0.01%new13F-HRTimeline
Integrity Financial Corp /WA738$100K0.06%013F-HRTimeline
Garde Capital, Inc.650$88.5K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd644$87.6K<0.01%-48013F-HRTimeline
Nemes Rush Group LLC602$81.9K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.588$80K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.573$78K0.08%013F-HRTimeline
Allworth Financial LP538$71.6K<0.01%+10713F-HRTimeline
AdvisorNet Financial, Inc480$65.3K<0.01%013F-HRTimeline
Bangor Savings Bank472$64.2K0.01%013F-HRTimeline
Sound Income Strategies, LLC461$62.8K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC437$59.4K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV400$54.4K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…400$54.4K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC364$49.5K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…358$48.7K<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC348$47.4K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP322$43.8K<0.01%013F-HRTimelineGroup
MAI Capital Management290$39.5K<0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.136$39K0.03%new13F-HRTimeline
MTM Investment Management, LLC270$36.9K0.01%013F-HRTimeline
Anchor Investment Management, LLC257$35K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.250$34K<0.01%-3,56813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp223$30.4K<0.01%new13F-HRTimelineGroup
Atala Financial Inc210$28.6K0.02%013F-HRTimeline
Glassman Wealth Services200$27.2K<0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC183$24.9K0.01%013F-HRTimeline
West Financial Advisors, LLC160$21.8K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.136$18.5K<0.01%013F-HRTimeline
Hughes Financial Services, LLC126$17.2K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC116$15.8K0.01%+113F-HRTimeline
DUNCKER STREETT & CO INC100$13.6K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp100$13.6K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.95$12.9K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC95$12.9K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV84$11.4K<0.01%013F-HRTimeline
Bogart Wealth, LLC71$9.66K<0.01%+113F-HRTimeline
GAMMA Investing LLC66$8.98K<0.01%013F-HR/ATimeline
Main Street Group, LTD65$8.85K<0.01%013F-HRTimeline
Dunhill Financial, LLC63$8.53K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.38$5.17K<0.01%013F-HRTimeline
Global Financial Private Client, LLC30$4.08K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC28$3.81K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA25$3.4K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$1K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.