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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
MORGAN STANLEYin group MORGAN STANLEY453,559$61.7M<0.01%-18,67713F-HRTimelineGroup
LPL Financial LLC292,437$39.8M0.02%-9,23813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC155,204$21.1M0.18%-5,97513F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…152,986$20.8M0.01%-9,31113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN133,543$18.2M<0.01%-6,19213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC118,541$16.1M0.02%-36213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/115,634$15.7M<0.01%-25,52313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA95,127$12.9M<0.01%-18613F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.94,904$12.9M0.03%+4,74113F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…91,228$12.4M5.25%+58113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC87,051$11.8M<0.01%+10,32413F-HRTimelineGroup
UBS Group AGin group UBS Group AG65,616$8.93M<0.01%-6,58413F-HRTimelineGroup
Cetera Investment Advisers57,383$7.81M0.02%+6,62513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…51,814$7.05M0.01%+3,75613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,277$5.48M0.01%+34,84113F-HRTimelineGroup
Creative Planningin group Creative Planning39,360$5.36M0.01%+69813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/39,174$5.33M<0.01%+12,76513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,731$5.27M<0.01%-3,53513F-HRTimelineGroup
WEDBUSH SECURITIES INC38,676$5.26M0.19%013F-HRTimeline
Lowe Wealth Advisors, LLC34,016$4.63M1.97%-19913F-HRTimeline
COMERICA BANK33,653$4.58M0.02%+39713F-HRTimeline
FMR LLCin group FMR LLC31,913$4.34M<0.01%+3,22813F-HRTimelineGroup
ASPIRIANT, LLC29,744$4.05M0.14%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,712$4.04M<0.01%-45013F-HRTimelineGroup
Merit Financial Group, LLC28,465$3.87M0.06%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,081$3.69M<0.01%-122,30413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding26,880$3.66M+6,089Timeline
MONEY CONCEPTS CAPITAL CORP25,275$3.44M0.26%-13413F-HRTimeline
Private Advisor Group, LLC25,228$3.43M0.02%-12113F-HRTimeline
DSG Capital Advisors, LLC24,800$3.38M0.68%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,668$3.36M<0.01%+11,47413F-HR/ATimelineGroup
First Heartland Consultants, Inc.24,406$3.32M0.34%+77513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,296$3.17M0.01%-32713F-HRTimeline
Asset Advisors Investment Management, L…22,999$3.13M0.33%-63013F-HRTimeline
EP Wealth Advisors, LLC22,863$3.11M0.02%-4513F-HRTimeline
Greykasell Wealth Strategies, Inc.21,457$2.92M1.56%-57813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,455$2.92M0.02%+13,67513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,397$2.91M<0.01%+81613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,953$2.85M<0.01%-98613F-HRTimelineGroup
Coastal Bridge Advisors, LLC17,005$2.31M0.21%new13F-HR/ATimeline
NorthRock Partners, LLC16,790$2.29M0.08%-36813F-HRTimeline
Cambridge Investment Research Advisors,…16,491$2.24M0.01%+1,92813F-HRTimeline
Finley Financial, LLC16,497$2.23M1.24%-1,38113F-HRTimeline
Nilsine Partners, LLC16,306$2.22M0.24%+2,57213F-HRTimeline
Mariner, LLCin group Mariner, LLC15,499$2.11M<0.01%+8,48213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,254$2.08M<0.01%-1,60513F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.14,835$2.02M0.11%-36113F-HRTimelineGroup
NorthCoast Asset Management LLC14,795$2.01M0.01%013F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT14,107$1.92M0.06%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.14,844$1.89M0.33%-8513F-HR/ATimeline
HighTower Advisors, LLC13,880$1.89M<0.01%-26113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,592$1.71M<0.01%-2,18013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…12,585$1.71M0.02%+38913F-HRTimeline
Thomasville National Bank12,362$1.68M0.12%-20513F-HRTimeline
Ellis Investment Partners, LLC11,791$1.6M0.33%-3013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,110$1.51M<0.01%-9313F-HRTimeline
Mine & Arao Wealth Creation & Managemen…10,936$1.49M0.73%-8013F-HRTimeline
NewSquare Capital LLC9,797$1.33M0.11%-1,96813F-HRTimeline
IHT Wealth Management, LLC9,319$1.27M0.04%+1,76413F-HRTimeline
SEVEN MILE ADVISORY9,306$1.27M0.85%013F-HRTimeline
Kaydan Wealth Management, Inc.9,273$1.26M0.4%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,000$1.22M<0.01%-67313F-HRTimelineGroup
Mathes Company, Inc.8,900$1.21M0.49%-10013F-HRTimeline
Kelman-Lazarov, Inc.8,871$1.21M0.22%+2113F-HRTimeline
Sigma Planning Corp8,613$1.17M0.04%-32513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC8,091$1.1M0.49%-1,00613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,076$1.1M0.04%+5,81513F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co8,000$1.09M<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,600$1.03M<0.01%013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.7,332$998K0.62%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,276$990K0.01%+1913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,264$989K<0.01%+3113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,195$979K<0.01%-14213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,987$950K<0.01%-5613F-HRTimelineGroup
DAVENPORT & Co LLC6,960$947K0.01%-7013F-HRTimeline
Mutual Advisors, LLC6,938$931K0.03%-14013F-HRTimeline
GenWealth Group, Inc.6,534$889K0.2%-21113F-HRTimeline
NWF Advisory Services Inc.6,530$889K0.12%+4813F-HRTimeline
CORTLAND ASSOCIATES INC/MO6,502$885K0.11%013F-HRTimeline
Chung Wu Investment Group, LLC6,370$867K1.04%013F-HRTimeline
Centric Wealth Management6,353$865K0.23%+1113F-HRTimeline
Pinnacle Financial Partners Inc5,884$842K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC6,180$841K0.01%-20513F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,162$839K0.74%-74213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,201$833K0.07%-3413F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC6,000$817K0.17%013F-HRTimeline
V2 Financial group LLC5,800$789K0.51%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,783$787K0.02%+41713F-HRTimeline
Bawa N Mallick Trust5,750$783K0.37%013F-HRTimeline
NewEdge Advisors, LLC5,680$773K<0.01%+1,62913F-HRTimeline
Farther Finance Advisors, LLC5,634$770K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,648$769K<0.01%-1,32113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,275$759K<0.01%-1513F-HRTimelineGroup
SONATA CAPITAL GROUP INC5,549$755K0.33%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,437$740K<0.01%-34113F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC5,436$740K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC5,412$737K0.01%-1,73713F-HRTimeline
Riverbend Wealth Management, LLC5,400$735K0.66%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,194$707K0.02%-1,64613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,107$695K<0.01%-33813F-HRTimelineGroup
Narus Financial Partners, LLC5,100$694K0.24%-7613F-HRTimeline
AE Wealth Management LLC5,097$694K0.01%-1,87113F-HRTimeline
TD Waterhouse Canada Inc.5,001$683K0.01%-38413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,913$669K0.01%-4213F-HRTimelineGroup
GTS SECURITIES LLC4,877$664K0.03%new13F-HRTimeline
CW Advisors, LLC4,849$660K0.01%-88013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,642$632K0.01%-613F-HRTimelineGroup
Optivise Advisory Services LLC4,606$627K0.35%013F-HRTimeline
Janney Montgomery Scott LLC4,558$620K<0.01%+19913F-HRTimeline
Ballew Advisors, Inc4,740$616K0.41%013F-HRTimeline
SYNOVUS FINANCIAL CORP4,459$607K0.01%+913F-HRTimeline
Smithfield Trust Co4,354$593K0.03%013F-HRTimeline
Geneos Wealth Management Inc.4,314$587K0.01%+2,40713F-HRTimeline
Advisory Services Network, LLC4,161$566K0.01%+1,46113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,150$565K<0.01%+513F-HRTimelineGroup
Heritage Investment Group, Inc.4,094$557K0.1%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,031$549K<0.01%+1013F-HRTimelineGroup
Sovereign Financial Group, Inc.3,974$541K0.12%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,779$514K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,658$498K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC3,600$490K0.1%013F-HRTimeline
Larson Financial Group LLC3,581$487K0.02%+713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,521$477K<0.01%+92113F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,467$472K<0.01%+30813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,462$471K0.01%-6113F-HRTimelineGroup
Evanson Asset Management, LLC3,398$462K0.03%+913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,362$458K<0.01%+3,35613F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC3,302$449K0.27%013F-HRTimeline
Fairvoy Private Wealth, LLC3,293$448K0.12%-10413F-HRTimeline
Capital Investment Advisors, LLC3,292$448K0.01%+213F-HRTimeline
Watts Gwilliam & Co., LLC3,131$426K0.09%-6913F-HRTimeline
RWA WEALTH PARTNERS, LLC3,120$425K0.01%013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.3,110$423K0.28%-71013F-HR/ATimeline
TWIN FOCUS CAPITAL PARTNERS, LLC3,049$415K0.06%new13F-HRTimeline
Fiduciary Alliance LLC3,012$410K0.04%+713F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,000$408K0.23%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,960$403K0.02%013F-HRTimelineGroup
Westside Investment Management, Inc.2,895$394K0.08%+10013F-HRTimeline
Laurel Wealth Planning LLC2,854$388K0.26%013F-HRTimeline
Members Trust Co2,840$387K0.01%013F-HRTimeline
Private Wealth Partners, LLC2,820$384K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,818$384K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC2,782$379K<0.01%013F-HRTimelineGroup
KKM Financial LLC2,767$377K0.16%+5813F-HRTimeline
Quantinno Capital Management LP2,762$376K<0.01%013F-HRTimeline
Financial Partners Group, Inc2,711$369K0.06%-13513F-HRTimeline
Federation des caisses Desjardins du Qu…2,701$368K<0.01%013F-HRTimeline
Edge Wealth Management LLC2,652$361K0.07%013F-HRTimeline
IFP Advisors, Inc2,648$360K0.01%+79713F-HRTimeline
Silver Oak Advisory Group, Inc.2,616$356K0.19%-13613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,572$350K0.03%+713F-HR/ATimeline
Sanctuary Advisors, LLC2,505$341K<0.01%-38013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,460$335K0.08%-70813F-HRTimeline
Great Lakes Retirement, Inc.2,390$325K0.04%-2013F-HRTimeline
Peachtree Investment Partners, LLC2,383$324K0.13%new13F-HRTimeline
Signal Advisors Wealth, LLC2,364$322K0.03%-58113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,363$322K<0.01%-1313F-HRTimelineGroup
Aspect Partners, LLC2,342$319K0.18%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,331$317K0.01%013F-HRTimeline
SkyOak Wealth, LLC2,315$315K0.07%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,308$314K0.13%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,271$309K0.21%013F-HRTimeline
Hubbell Strickland Wealth Management, L…2,268$309K0.15%+213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,152$308K0.01%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,254$307K0.02%+213F-HRTimeline
SP Asset Management LLC2,235$304K0.03%+513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,218$302K<0.01%+1813F-HRTimeline
Clarity Wealth Advisors, LLC2,199$299K0.08%013F-HRTimeline
Yoder Wealth Management, Inc.2,190$298K0.17%013F-HRTimeline
Essex LLC2,170$295K0.06%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,153$293K0.16%-7613F-HRTimeline
Kingsview Wealth Management, LLC2,125$289K0.01%-2013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,112$287K0.09%013F-HRTimeline
Planned Solutions, Inc.2,106$287K0.12%013F-HRTimeline
Beacon Pointe Advisors, LLC2,090$284K<0.01%013F-HRTimeline
BRIGHTON JONES LLC2,085$284K0.01%013F-HRTimeline
CERTUITY, LLC2,057$280K0.03%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV1,979$269K0.27%-44713F-HRTimeline
Sandy Cove Advisors, LLC1,923$262K0.11%013F-HRTimeline
Foguth Wealth Management, LLC.1,920$261K0.06%-14913F-HRTimeline
Procyon Advisors, LLC1,912$260K0.02%-50013F-HRTimeline
Perigon Wealth Management, LLC1,900$259K0.01%013F-HRTimeline
Wealthspire Advisors, LLC1,887$257K<0.01%+44213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,800$245K0.01%013F-HRTimeline
Aspen Investment Management Inc1,757$239K0.11%new13F-HRTimeline
Guided Capital Wealth Management, LLC1,738$237K0.2%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,713$233K<0.01%+12213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,692$230K0.04%-11713F-HRTimeline
Garner Asset Management Corp1,686$229K0.1%-23613F-HRTimeline
One Day In July LLC1,651$225K0.02%013F-HRTimeline
Gladstone Institutional Advisory LLC1,645$224K0.01%-5013F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,638$223K0.01%new13F-HRTimeline
SC&H Financial Advisors, Inc.1,636$223K0.04%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,574$214K0.03%-85513F-HRTimeline
Tyche Wealth Partners LLC1,570$214K0.05%013F-HRTimeline
BLB&B Advisors, LLC1,570$214K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,530$208K0.01%-1913F-HRTimeline
WBH ADVISORY INC1,500$204K0.02%013F-HRTimeline
SRH ADVISORS, LLC1,450$197K0.06%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,258$171K<0.01%013F-HRTimeline