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Disclosery

IYY ISHARES TR

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DOW JONES US ETF (fund)

263 managers (264 13F filers) reported a position in IYY shares at 2025-09-30, 3,593,356 shares in all. 19 filers opened a position and 13 filers sold out during the quarter.

Managers
263
13F filers
264
New
19
Added
70
Reduced
71
Sold out
13
Shares held by filers
3,593,356

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Main Street Research LLC1,446$235K0.01%013F-HRTimeline
VeraBank, N.A.1,446$235K0.04%013F-HRTimeline
Members Trust Co1,420$231K0.01%013F-HRTimeline
FAGAN ASSOCIATES, INC.1,400$227K0.03%013F-HRTimeline
Red Door Wealth Management, LLC1,398$227K0.02%-513F-HRTimeline
Global Retirement Partners, LLC1,388$225K0.01%+313F-HRTimeline
Destination Wealth Management1,380$224K0.01%013F-HRTimeline
Wedmont Private Capital1,363$222K0.01%013F-HRTimeline
Tyche Wealth Partners LLC1,365$222K0.04%-25013F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,346$219K0.03%013F-HRTimeline
Snowden Capital Advisors LLC1,263$205K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,258$204K<0.01%013F-HRTimeline
Baker Avenue Asset Management, LP1,258$204K<0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,245$202K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,190$193K0.01%-37013F-HRTimeline
AMERIFLEX GROUP, INC.1,176$191K0.07%+58813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,124$183K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,077$175K0.01%+313F-HRTimeline
IFP Advisors, Inc1,046$170K<0.01%-113F-HR/ATimeline
Archer Investment Corp971$158K0.04%+5013F-HRTimeline
BLAIR WILLIAM & CO/IL910$148K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC800$130K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC780$127K<0.01%+45113F-HRTimelineGroup
Integrity Financial Corp /WA739$120K0.06%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.573$93.1K0.09%013F-HRTimeline
Grove Bank & Trust497$80.8K0.01%-29213F-HRTimeline
Financial Life Planners491$79.7K0.05%new13F-HRTimeline
Sound Income Strategies, LLC483$79K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc480$78K<0.01%013F-HRTimeline
Bangor Savings Bank472$76.7K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC437$71K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV400$65K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…400$65K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC364$59.1K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…358$58.2K<0.01%013F-HRTimelineGroup
MAI Capital Management290$47.1K<0.01%013F-HRTimeline
MTM Investment Management, LLC270$43.9K0.01%013F-HRTimeline
Anchor Investment Management, LLC257$41.8K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…254$41.3K<0.01%-3,55513F-HRTimelineGroup
Sunbelt Securities, Inc.250$40.6K<0.01%-3,56813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources200$32.5K<0.01%new13F-HRTimelineGroup
Glassman Wealth Services200$32.5K<0.01%013F-HRTimeline
West Financial Advisors, LLC146$23.7K<0.01%-1413F-HRTimeline
Hughes Financial Services, LLC126$20.9K<0.01%013F-HRTimeline
HighMark Wealth Management LLC116$18.9K0.01%013F-HRTimeline
Qube Research & Technologies Ltd103$16.7K<0.01%+1713F-HRTimeline
Murphy & Mullick Capital Management Corp100$16.6K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC100$16.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.95$15.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV84$13.6K<0.01%013F-HRTimeline
Bogart Wealth, LLC74$12K<0.01%+313F-HRTimeline
GAMMA Investing LLC66$10.7K<0.01%013F-HRTimeline
Dunhill Financial, LLC63$10.2K<0.01%+113F-HRTimeline
Main Street Group, LTD52$8.45K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.38$6.17K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.37$6.03K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…35$5.69K0.01%013F-HRTimeline
PRIVATE TRUST CO NA25$4.06K<0.01%013F-HRTimeline
Nemes Rush Group LLC17$2.76K<0.01%013F-HRTimeline
Horizon Investments, LLC15$2.44K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$586<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2$325<0.01%new13F-HRTimelineGroup
Kilter Group LLC2$325<0.01%013F-HRTimeline