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Disclosery

IYY ISHARES TR

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DOW JONES US ETF (fund)

260 managers (261 13F filers) reported a position in IYY shares at 2025-06-30, 3,529,054 shares in all. 20 filers opened a position and 16 filers sold out during the quarter.

Managers
260
13F filers
261
New
20
Added
69
Reduced
70
Sold out
16
Shares held by filers
3,529,054

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SRH ADVISORS, LLC1,450$219K0.07%013F-HRTimeline
Curat Global, LLC1,450$219K0.21%+40013F-HR/ATimeline
Main Street Research LLC1,446$218K0.01%new13F-HRTimeline
VeraBank, N.A.1,446$218K0.04%new13F-HRTimeline
Members Trust Co1,420$214K0.01%-1,42013F-HRTimeline
Avidian Wealth Enterprises, LLC1,412$213K0.01%new13F-HRTimeline
Red Door Wealth Management, LLC1,403$212K0.03%new13F-HRTimeline
FAGAN ASSOCIATES, INC.1,400$211K0.03%new13F-HRTimeline
Global Retirement Partners, LLC1,385$209K0.01%13F-HRTimeline
Destination Wealth Management1,380$208K0.01%new13F-HRTimeline
Wedmont Private Capital1,363$208K0.01%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,346$203K0.03%-22813F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV1,326$200K0.09%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,258$190K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,124$170K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,074$162K0.01%+213F-HRTimeline
IFP Advisors, Inc1,047$158K<0.01%-1,60113F-HRTimeline
Archer Investment Corp921$139K0.03%+213F-HRTimeline
BLAIR WILLIAM & CO/IL910$137K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC800$121K0.01%013F-HRTimeline
Grove Bank & Trust789$119K0.01%013F-HRTimeline
Integrity Financial Corp /WA738$111K0.06%013F-HRTimeline
Garde Capital, Inc.650$98.1K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.588$87.8K0.05%013F-HRTimeline
Quest 10 Wealth Builders, Inc.573$86.5K0.08%013F-HRTimeline
Allworth Financial LP538$81.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC482$72.7K<0.01%+2113F-HRTimeline
AdvisorNet Financial, Inc480$72.4K<0.01%013F-HRTimeline
Bangor Savings Bank472$71.2K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC437$65.9K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC426$64K<0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV400$60.4K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…400$60.4K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC364$54.9K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…358$54K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC329$49.6K<0.01%-3,03313F-HRTimelineGroup
MAI Capital Management290$43.8K<0.01%013F-HRTimeline
MTM Investment Management, LLC270$40.7K0.01%013F-HRTimeline
Anchor Investment Management, LLC257$38.8K<0.01%013F-HRTimeline
Glassman Wealth Services200$30.2K<0.01%013F-HRTimeline
West Financial Advisors, LLC160$24.1K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.131$19.8K<0.01%-513F-HRTimeline
Hughes Financial Services, LLC126$19.4K<0.01%013F-HRTimeline
HighMark Wealth Management LLC116$17.5K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC100$15.1K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp100$15.1K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.95$14.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd86$13K<0.01%-55813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV84$12.7K<0.01%013F-HRTimeline
Bogart Wealth, LLC71$10.7K<0.01%013F-HRTimeline
GAMMA Investing LLC66$9.96K<0.01%013F-HRTimeline
Dunhill Financial, LLC62$9.46K<0.01%-113F-HRTimeline
Main Street Group, LTD52$7.84K<0.01%-1313F-HRTimeline
SOA Wealth Advisors, LLC.38$5.73K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…35$5.28K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA25$3.77K<0.01%013F-HRTimeline
Nemes Rush Group LLC17$2.56K<0.01%-58513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$545<0.01%013F-HRTimelineGroup
Kilter Group LLC2$302<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.