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Disclosery

IYY ISHARES TR

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DOW JONES US ETF (fund)

279 managers (280 13F filers) reported a position in IYY shares at 2025-12-31, 3,926,894 shares in all. 22 filers opened a position and 18 filers sold out during the quarter.

Managers
279
13F filers
280
New
22
Added
67
Reduced
73
Sold out
18
Shares held by filers
3,926,894

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WASHBURN CAPITAL MANAGEMENT, INC.1,453$241K0.13%-29213F-HRTimeline
SRH ADVISORS, LLC1,450$240K0.07%013F-HRTimeline
Main Street Research LLC1,446$240K0.01%013F-HRTimeline
VeraBank, N.A.1,446$240K0.04%013F-HRTimeline
Members Trust Co1,420$235K0.01%013F-HRTimeline
FAGAN ASSOCIATES, INC.1,400$232K0.03%013F-HRTimeline
Aureum Wealth Management, LLC1,400$232K0.22%13F-HRTimeline
Global Retirement Partners, LLC1,391$231K<0.01%+313F-HRTimeline
Wedmont Private Capital1,363$229K0.01%013F-HRTimeline
Destination Wealth Management1,380$229K0.01%013F-HRTimeline
Tyche Wealth Partners LLC1,365$226K0.04%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,346$223K0.03%013F-HRTimeline
Red Door Wealth Management, LLC1,329$220K0.02%-6913F-HRTimeline
Snowden Capital Advisors LLC1,263$209K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,258$209K<0.01%013F-HRTimeline
Baker Avenue Asset Management, LP1,258$209K<0.01%013F-HRTimeline
Kapstone Financial Advisors LLC1,251$207K0.1%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,245$206K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,200$199K0.03%-2,40013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,196$198K0.01%+613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,080$179K0.01%+313F-HRTimeline
IFP Advisors, Inc1,071$178K<0.01%+2513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,069$177K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.984$163K<0.01%-6,01613F-HRTimelineGroup
EFG International AGin group EFG International AG957$159K<0.01%13F-HRTimelineGroup
SIMPLEX TRADING, LLC933$155K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL910$151K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…876$145K0.02%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC800$133K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC780$129K<0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA741$123K0.06%+213F-HRTimeline
AMERIFLEX GROUP, INC.588$97.5K0.05%-58813F-HRTimeline
Triumph Capital Management573$95K0.02%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.573$95K0.08%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC549$92.5K<0.01%-57513F-HRTimeline
Archer Investment Corp522$86.5K0.02%-44913F-HRTimeline
Grove Bank & Trust497$82.4K0.01%013F-HRTimeline
Sound Income Strategies, LLC484$81.5K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc480$79.6K<0.01%013F-HRTimeline
Bangor Savings Bank472$78.3K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC437$72.4K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV400$66.3K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC364$60.4K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…358$59.4K<0.01%013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC315$52.2K<0.01%new13F-HRTimeline
AlphaCore Capital LLC300$49.7K<0.01%new13F-HRTimeline
Arax Advisory Partners284$47.1K<0.01%new13F-HRTimeline
MTM Investment Management, LLC270$44.8K0.01%013F-HRTimeline
Anchor Investment Management, LLC257$42.6K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.244$40.5K<0.01%-613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources200$33.2K<0.01%013F-HRTimelineGroup
Glassman Wealth Services200$33.2K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.190$31.5K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.168$28.2K0.03%13F-HRTimeline
Aptus Capital Advisors, LLC160$26.5K<0.01%new13F-HRTimeline
West Financial Advisors, LLC146$24.2K<0.01%013F-HRTimeline
Hughes Financial Services, LLC126$20.9K<0.01%013F-HRTimeline
HighMark Wealth Management LLC117$19.3K0.01%+113F-HRTimeline
Meramec Financial Planners, LLC100$16.8K0.01%13F-HRTimeline
DUNCKER STREETT & CO INC100$16.6K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp100$16.6K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.95$15.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV84$13.9K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp83$13.8K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd81$13.4K<0.01%-2213F-HRTimeline
SHP Wealth Management75$12.4K<0.01%13F-HRTimeline
Bogart Wealth, LLC74$12.3K<0.01%013F-HRTimeline
GAMMA Investing LLC66$10.9K<0.01%013F-HRTimeline
Dunhill Financial, LLC63$10.4K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…47$7.79K<0.01%new13F-HRTimeline
Piedmont Capital Management, LLC/NC46$7.63K0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.38$6.3K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…35$5.8K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC28$4.64K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA25$4.14K<0.01%013F-HRTimeline
Nemes Rush Group LLC17$2.82K<0.01%013F-HRTimeline
Horizon Investments, LLC15$2.49K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$598<0.01%013F-HRTimelineGroup
Kilter Group LLC2$332<0.01%013F-HRTimeline