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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 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
MORGAN STANLEYin group MORGAN STANLEY472,236$67.6M<0.01%+2,98413F-HR/ATimelineGroup
LPL Financial LLC301,675$43.2M0.02%-34,05413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…162,297$23.2M0.02%-5,15913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC161,179$23.1M0.18%-33713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC149,385$21.4M0.01%+127,32713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/141,157$20.2M<0.01%+12,20213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN139,735$20M<0.01%+14,88213F-HRTimelineGroup
Sharp Wealth Advisory, LLC137,610$19.7M14.95%+4,86213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC118,903$17M0.02%+2,02013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA95,313$13.6M<0.01%-81113F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…90,647$13M5.53%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.90,163$12.9M0.03%+36,48613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC76,727$11M<0.01%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG72,200$10.3M<0.01%+6,55013F-HRTimelineGroup
Cetera Investment Advisers50,758$7.26M0.02%-1,16913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,058$6.88M0.01%-19613F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,266$6.05M<0.01%-56313F-HRTimelineGroup
WEDBUSH SECURITIES INC38,676$5.53M0.2%+7813F-HRTimeline
Creative Planningin group Creative Planning38,662$5.53M0.01%-92513F-HRTimelineGroup
Lowe Wealth Advisors, LLC34,215$4.9M2.09%-76713F-HRTimeline
COMERICA BANK33,256$4.76M0.02%+1,87813F-HR/ATimeline
IBEX WEALTH ADVISORS32,187$4.61M0.54%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,162$4.32M<0.01%+72313F-HRTimelineGroup
ASPIRIANT, LLC29,744$4.26M0.15%013F-HRTimeline
FMR LLCin group FMR LLC28,685$4.1M<0.01%+4,64113F-HRTimelineGroup
Merit Financial Group, LLC28,465$4.07M0.07%013F-HRTimeline
Essential Planning, LLC.27,300$3.92M0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/26,409$3.78M<0.01%+44713F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP25,409$3.64M0.27%+1,58613F-HRTimeline
Private Advisor Group, LLC25,349$3.63M0.02%+1,37313F-HRTimeline
DSG Capital Advisors, LLC24,800$3.55M0.64%13F-HRTimeline
First Heartland Consultants, Inc.23,631$3.38M0.35%-11113F-HRTimeline
Asset Advisors Investment Management, L…23,629$3.38M0.35%-25513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,623$3.38M0.01%-2513F-HRTimeline
EP Wealth Advisors, LLC22,908$3.28M0.03%+7,09013F-HRTimeline
GeoWealth Management, LLC22,904$3.28M0.11%+51713F-HRTimeline
Elevation Capital Advisory, LLC22,904$3.28M1.4%+51713F-HRTimeline
Greykasell Wealth Strategies, Inc.22,035$3.15M1.75%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,939$3.14M<0.01%-11013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding20,791$2.97M+3,503Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,581$2.94M<0.01%new13F-HRTimelineGroup
TrinityPoint Wealth, LLC18,946$2.71M0.38%-99413F-HRTimeline
Finley Financial, LLC17,878$2.59M1.35%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,990$2.57M<0.01%+5,82613F-HRTimelineGroup
NorthRock Partners, LLC17,158$2.46M0.08%-18013F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,859$2.41M<0.01%-75913F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.15,196$2.17M0.1%-5,57213F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.14,929$2.14M0.35%+1,70613F-HRTimeline
NorthCoast Asset Management LLC14,795$2.12M0.01%-1,39813F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth14,772$2.11M0.01%+7,18613F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…14,563$2.08M0.01%-1,74613F-HRTimeline
HighTower Advisors, LLC14,141$2.02M<0.01%-24,68613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT14,107$2.02M0.06%013F-HRTimeline
Nilsine Partners, LLC13,734$1.97M0.21%+1,65413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,194$1.89M<0.01%+11,07713F-HRTimelineGroup
Thomasville National Bank12,567$1.8M0.13%+14513F-HRTimeline
Steward Partners Investment Advisory, L…12,196$1.75M0.02%-17213F-HRTimeline
Ellis Investment Partners, LLC11,821$1.69M0.33%+96513F-HRTimeline
NewSquare Capital LLC11,765$1.68M0.13%+1,02213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,203$1.6M<0.01%+10413F-HRTimeline
Mine & Arao Wealth Creation & Managemen…11,016$1.58M0.72%-28813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,673$1.38M<0.01%+67313F-HRTimelineGroup
SEVEN MILE ADVISORY9,306$1.33M0.85%013F-HRTimeline
Kaydan Wealth Management, Inc.9,273$1.33M0.44%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC9,097$1.3M0.53%013F-HRTimeline
Mathes Company, Inc.9,000$1.29M0.47%013F-HRTimeline
Sigma Planning Corp8,938$1.28M0.04%-2,37113F-HRTimeline
Kelman-Lazarov, Inc.8,850$1.27M0.23%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co8,000$1.14M<0.01%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC7,780$1.11M0.01%+30513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,600$1.09M<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC7,555$1.08M0.03%-2313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,337$1.05M<0.01%-2013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.7,332$1.05M0.62%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,257$1.04M0.01%+2213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,233$1.03M<0.01%+36813F-HRTimeline
Mutual Advisors, LLC7,078$1.03M0.03%-31513F-HRTimeline
Foundations Investment Advisors, LLC7,149$1.02M0.02%+90213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,043$1.01M<0.01%-3913F-HRTimelineGroup
DAVENPORT & Co LLC7,030$1.01M0.01%-4013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,017$1M<0.01%+413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,969$997K<0.01%-5,55613F-HRTimelineGroup
AE Wealth Management LLC6,968$997K0.01%+86413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,904$988K0.91%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,840$979K0.02%+6,56813F-HRTimelineGroup
GenWealth Group, Inc.6,745$965K0.22%-22013F-HRTimeline
CORTLAND ASSOCIATES INC/MO6,502$930K0.11%013F-HRTimeline
NWF Advisory Services Inc.6,482$928K0.14%-4813F-HRTimeline
OneDigital Investment Advisors LLC6,385$914K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC6,370$911K0.92%13F-HRTimeline
Centric Wealth Management6,342$907K0.25%+1313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,290$906K<0.01%+813F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC6,235$892K0.08%+213F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC6,000$859K0.18%013F-HRTimeline
V2 Financial group LLC5,800$830K0.5%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,778$827K<0.01%-18213F-HRTimelineGroup
Bawa N Mallick Trust5,750$823K0.36%13F-HRTimeline
Pinnacle Financial Partners Inc5,884$821K0.02%013F-HRTimeline
CW Advisors, LLC5,729$820K0.01%+18513F-HRTimeline
Farther Finance Advisors, LLC5,634$806K0.03%013F-HRTimeline
SONATA CAPITAL GROUP INC5,549$794K0.33%-50013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,445$779K<0.01%-1613F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC5,436$778K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,436$778K<0.01%-2,75713F-HRTimelineGroup
Riverbend Wealth Management, LLC5,400$773K0.69%13F-HRTimeline
TD Waterhouse Canada Inc.5,385$770K0.01%-1,16013F-HRTimeline
J.W. COLE ADVISORS, INC.5,366$768K0.03%+9813F-HRTimeline
Narus Financial Partners, LLC5,176$741K0.25%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,955$709K0.02%-45313F-HRTimelineGroup
Ballew Advisors, Inc4,740$673K0.43%-2513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,648$665K0.01%-22213F-HRTimelineGroup
Optivise Advisory Services LLC4,606$659K0.36%-15513F-HRTimeline
SYNOVUS FINANCIAL CORP4,450$637K0.01%+713F-HRTimeline
Janney Montgomery Scott LLC4,359$624K<0.01%new13F-HRTimeline
Smithfield Trust Co4,354$623K0.03%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,145$593K<0.01%-77013F-HRTimelineGroup
Heritage Investment Group, Inc.4,094$586K0.11%013F-HRTimeline
NewEdge Advisors, LLC4,051$580K<0.01%+29313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,021$575K<0.01%+1213F-HRTimelineGroup
Sovereign Financial Group, Inc.3,974$569K0.13%-10413F-HRTimeline
Sunbelt Securities, Inc.3,818$548K0.05%-48513F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.3,820$547K0.34%-513F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,779$541K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,658$523K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC3,600$515K0.1%013F-HRTimeline
Larson Financial Group LLC3,574$511K0.03%+1013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,523$504K0.01%-3313F-HRTimelineGroup
Fairvoy Private Wealth, LLC3,397$486K0.13%13F-HRTimeline
Evanson Asset Management, LLC3,389$485K0.03%+1013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC3,302$472K0.26%013F-HRTimeline
Capital Investment Advisors, LLC3,290$471K0.01%+213F-HRTimeline
Watts Gwilliam & Co., LLC3,200$460K0.1%+20513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,168$453K0.11%-713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,159$452K<0.01%+6413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC3,120$446K0.01%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC3,034$434K0.11%+613F-HRTimelineGroup
Fiduciary Alliance LLC3,005$430K0.04%+913F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,000$429K0.24%013F-HRTimeline
Sanctuary Advisors, LLC2,885$427K<0.01%+9013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,960$424K0.01%new13F-HRTimelineGroup
Signal Advisors Wealth, LLC2,945$421K0.05%new13F-HRTimeline
Laurel Wealth Planning LLC2,854$408K0.26%-21113F-HRTimeline
Financial Partners Group, Inc2,846$407K0.06%013F-HRTimeline
Private Wealth Partners, LLC2,820$404K0.03%-113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,818$403K0.02%013F-HRTimeline
Westside Investment Management, Inc.2,795$400K0.08%+45013F-HRTimeline
CWM, LLCin group CWM, LLC2,782$398K<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP2,762$395K<0.01%013F-HRTimeline
Silver Oak Advisory Group, Inc.2,752$393K0.21%013F-HRTimeline
KKM Financial LLC2,709$388K0.16%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,701$386K<0.01%013F-HRTimeline
Advisory Services Network, LLC2,700$386K0.01%+28313F-HRTimeline
Edge Wealth Management LLC2,652$379K0.08%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,600$372K<0.01%+2,24713F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC2,565$367K0.03%new13F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.2,429$348K0.04%-72813F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2,426$347K0.35%013F-HRTimeline
Procyon Advisors, LLC2,412$345K0.02%+91213F-HRTimeline
Great Lakes Retirement, Inc.2,410$345K0.04%-78713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,376$340K<0.01%-2013F-HRTimelineGroup
Aspect Partners, LLC2,342$335K0.19%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,331$334K0.01%013F-HRTimeline
SkyOak Wealth, LLC2,315$331K0.07%new13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,308$330K0.15%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,271$325K0.22%013F-HRTimeline
Hubbell Strickland Wealth Management, L…2,266$324K0.15%+313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,261$324K0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,252$322K0.02%+213F-HRTimeline
SP Asset Management LLC2,230$319K0.03%+713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,229$319K0.18%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,200$315K<0.01%013F-HRTimeline
Clarity Wealth Advisors, LLC2,199$315K0.09%-11113F-HRTimeline
Yoder Wealth Management, Inc.2,190$313K0.17%013F-HRTimeline
Essex LLC2,170$311K0.07%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,152$308K0.01%+113F-HRTimelineGroup
Foguth Wealth Management, LLC.2,069$308K0.08%new13F-HRTimeline
Kingsview Wealth Management, LLC2,145$307K0.01%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,112$302K0.1%013F-HRTimeline
Planned Solutions, Inc.2,106$301K0.12%013F-HRTimeline
Beacon Pointe Advisors, LLC2,090$299K<0.01%013F-HRTimeline
BRIGHTON JONES LLC2,085$298K0.01%013F-HR/ATimeline
CERTUITY, LLC2,057$294K0.03%-14013F-HRTimeline
New Century Financial Group, LLC2,006$290K0.12%-9213F-HRTimeline
Perigon Wealth Management, LLC1,900$275K0.01%013F-HRTimeline
Sandy Cove Advisors, LLC1,923$275K0.11%013F-HRTimeline
Garner Asset Management Corp1,922$275K0.12%+513F-HRTimeline
Geneos Wealth Management Inc.1,907$273K0.01%-20013F-HRTimeline
IFP Advisors, Inc1,851$265K0.01%+213F-HRTimeline
Gray Wealth Management Inc.1,841$263K0.1%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,809$259K0.04%-2913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,800$258K0.01%013F-HRTimeline
Guided Capital Wealth Management, LLC1,738$249K0.23%13F-HRTimeline
Gladstone Institutional Advisory LLC1,695$243K0.01%-8513F-HRTimeline
One Day In July LLC1,651$236K0.02%-15413F-HRTimeline
SC&H Financial Advisors, Inc.1,636$234K0.05%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,591$228K<0.01%-11113F-HRTimeline
BLB&B Advisors, LLC1,570$225K0.01%013F-HRTimeline
Tyche Wealth Partners LLC1,570$225K0.05%+2113F-HRTimeline
CENTAURUS FINANCIAL, INC.1,549$222K0.01%-9013F-HRTimeline
WBH ADVISORY INC1,500$215K0.02%013F-HRTimeline