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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
MORGAN STANLEYin group MORGAN STANLEY447,309$67.5M<0.01%-6,25013F-HRTimelineGroup
LPL Financial LLC328,043$49.5M0.02%+35,60613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC154,886$23.4M0.17%-31813F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…146,775$22.1M0.01%-6,21113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN134,741$20.3M<0.01%+1,19813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC115,086$17.4M0.02%-3,45513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/109,610$16.5M<0.01%-6,02413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC100,896$15.2M0.01%+13,84513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA94,023$14.2M<0.01%-1,10413F-HR/ATimelineGroup
Siligmueller & Norvid Wealth Advisors L…83,543$12.7M4.94%-7,68513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,208$10.6M<0.01%+43,12713F-HRTimelineGroup
UBS Group AGin group UBS Group AG67,370$10.2M<0.01%+1,75413F-HRTimelineGroup
Cetera Investment Advisers59,159$8.93M0.02%+1,77613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,888$8.58M0.02%-38,01613F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,959$8.09M0.01%+1,14513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,707$6.29M<0.01%+2,97613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/39,066$5.89M<0.01%-10813F-HRTimelineGroup
Creative Planningin group Creative Planning38,026$5.74M<0.01%-1,33413F-HRTimelineGroup
Lowe Wealth Advisors, LLC33,909$5.12M2%-10713F-HRTimeline
COMERICA BANK33,666$5.08M0.02%+1313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding31,674$4.78M+4,794Timeline
FMR LLCin group FMR LLC30,890$4.66M<0.01%-1,02313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,881$4.51M<0.01%+16913F-HRTimelineGroup
ASPIRIANT, LLC29,744$4.49M0.14%013F-HRTimeline
Merit Financial Group, LLC28,465$4.29M0.05%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP25,708$3.88M0.26%+43313F-HRTimeline
Private Advisor Group, LLC25,302$3.82M0.02%+7413F-HRTimeline
DSG Capital Advisors, LLC24,800$3.74M0.67%013F-HRTimeline
First Heartland Consultants, Inc.24,354$3.67M0.33%-5213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,172$3.5M0.01%-12413F-HRTimeline
EP Wealth Advisors, LLC22,998$3.47M0.02%+13513F-HRTimeline
Asset Advisors Investment Management, L…22,849$3.45M0.34%-15013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,455$3.24M0.02%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,066$3.18M<0.01%+11313F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.20,967$3.16M1.52%-49013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,311$3.06M<0.01%-4,35713F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,660$2.81M0.01%+2,16913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.17,215$2.6M0.4%+2,37113F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,040$2.57M<0.01%+1,78613F-HRTimelineGroup
Nilsine Partners, LLC16,995$2.56M0.26%+68913F-HRTimeline
NorthRock Partners, LLC16,790$2.53M0.07%013F-HR/ATimeline
Coastal Bridge Advisors, LLC16,487$2.49M0.21%-51813F-HRTimeline
Summit Financial Consulting LLC16,329$2.46M2.21%new13F-HRTimeline
Finley Financial, LLC16,197$2.44M1.23%-30013F-HRTimeline
NorthCoast Asset Management LLC14,795$2.23M0.01%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.14,774$2.23M0.12%-6113F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT14,107$2.13M0.05%013F-HRTimeline
Ellis Investment Partners, LLC14,016$2.11M0.41%+2,22513F-HRTimeline
HighTower Advisors, LLC13,888$2.1M<0.01%+813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,179$1.99M<0.01%-8,21813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth12,862$1.94M<0.01%+27013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC12,753$1.92M<0.01%-2,74613F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,585$1.9M0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,171$1.69M<0.01%+6113F-HRTimeline
Belvedere Trading LLC11,012$1.66M0.13%+10,27413F-HRTimeline
Mine & Arao Wealth Creation & Managemen…10,892$1.64M0.73%-4413F-HRTimeline
Thomasville National Bank10,811$1.63M0.11%-1,55113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,268$1.55M<0.01%-30,00913F-HRTimelineGroup
Sigma Planning Corp10,248$1.55M0.05%+1,63513F-HRTimeline
NewSquare Capital LLC9,702$1.46M0.11%-9513F-HRTimeline
IHT Wealth Management, LLC9,315$1.41M0.04%-413F-HRTimeline
SEVEN MILE ADVISORY9,306$1.4M0.84%013F-HRTimeline
Kaydan Wealth Management, Inc.9,273$1.4M0.46%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,000$1.36M<0.01%013F-HRTimelineGroup
Mathes Company, Inc.8,900$1.34M0.5%013F-HRTimeline
Kelman-Lazarov, Inc.8,890$1.34M0.22%+1913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC8,091$1.22M0.52%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co8,000$1.21M<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC7,943$1.2M0.05%+3,06613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,380$1.11M<0.01%+18513F-HRTimelineGroup
Novak & Powell Financial Services, Inc.7,332$1.11M0.77%013F-HRTimeline
MML INVESTORS SERVICES, LLC7,312$1.1M<0.01%+4813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,300$1.1M<0.01%-30013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,293$1.1M0.01%+1713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,987$1.05M<0.01%013F-HR/ATimelineGroup
IBEX WEALTH ADVISORS6,654$1M0.11%new13F-HRTimeline
DAVENPORT & Co LLC6,630$1M0.01%-33013F-HRTimeline
NWF Advisory Services Inc.6,530$985K0.12%013F-HRTimeline
CORTLAND ASSOCIATES INC/MO6,502$981K0.11%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,393$965K<0.01%+74513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,352$958K<0.01%+7713F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC6,338$956K0.07%+13713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,153$928K0.71%-913F-HRTimeline
Centric Wealth Management5,950$924K0.22%-40313F-HRTimeline
J.W. COLE ADVISORS, INC.6,096$920K0.02%+31313F-HRTimeline
Mutual Advisors, LLC5,828$906K0.02%-1,11013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC6,000$905K0.17%013F-HRTimeline
GenWealth Group, Inc.5,984$903K0.18%-55013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,950$898K<0.01%+84313F-HRTimelineGroup
OneDigital Investment Advisors LLC5,865$885K0.01%-31513F-HRTimeline
V2 Financial group LLC5,800$875K0.53%013F-HRTimeline
Bawa N Mallick Trust5,750$868K0.36%013F-HRTimeline
SONATA CAPITAL GROUP INC5,549$837K0.33%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,436$820K0.02%013F-HRTimeline
Riverbend Wealth Management, LLC5,400$815K0.62%013F-HRTimeline
Farther Finance Advisors, LLC5,335$805K0.02%-29913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,275$796K<0.01%-16213F-HRTimelineGroup
Chung Wu Investment Group, LLC5,240$791K0.82%-1,13013F-HRTimeline
Narus Financial Partners, LLC5,100$769K0.24%013F-HRTimeline
TD Waterhouse Canada Inc.5,001$754K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,935$745K0.01%+1,46813F-HRTimelineGroup
CW Advisors, LLC4,850$732K0.01%+113F-HRTimeline
AE Wealth Management LLC4,833$729K0.01%-26413F-HRTimeline
Advisory Services Network, LLC4,535$700K0.01%+37413F-HRTimeline
Janney Montgomery Scott LLC4,620$697K<0.01%+6213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,617$697K0.01%-2513F-HRTimelineGroup
Optivise Advisory Services LLC4,605$695K0.35%-113F-HRTimeline
SYNOVUS FINANCIAL CORP4,465$674K0.01%+613F-HRTimeline
Ballew Advisors, Inc4,380$669K0.4%-36013F-HRTimeline
Smithfield Trust Co4,354$656K0.03%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,279$646K0.01%+50013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,201$634K<0.01%+54313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP4,164$628K<0.01%+1413F-HR/ATimelineGroup
Heritage Investment Group, Inc.4,094$618K0.11%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,041$610K<0.01%+1013F-HRTimelineGroup
NewEdge Advisors, LLC4,036$609K<0.01%-1,64413F-HRTimeline
SkyOak Wealth, LLC3,890$587K0.12%+1,57513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,814$575K0.02%-1,38013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,809$575K0.03%new13F-HRTimelineGroup
Sovereign Financial Group, Inc.3,766$568K0.12%-20813F-HRTimeline
Sunbelt Securities, Inc.3,818$546K0.05%+3,56813F-HRTimeline
Princeton Global Asset Management LLC3,600$543K0.1%013F-HRTimeline
Larson Financial Group LLC3,589$541K0.02%+813F-HRTimeline
Evanson Asset Management, LLC3,406$514K0.03%+813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,354$506K0.01%-10813F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC3,302$498K0.26%013F-HRTimeline
Fairvoy Private Wealth, LLC3,293$497K0.12%013F-HRTimeline
Capital Investment Advisors, LLC3,276$494K0.01%-1613F-HR/ATimeline
Watts Gwilliam & Co., LLC3,054$493K0.08%-7713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,166$478K<0.01%+80313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,178$477K<0.01%-34313F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC3,120$471K0.01%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC3,049$460K0.06%013F-HRTimeline
Fiduciary Alliance LLC3,020$456K0.03%+813F-HRTimeline
Westside Investment Management, Inc.2,970$448K0.08%+7513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,960$447K0.02%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,901$438K<0.01%+20013F-HRTimeline
Laurel Wealth Planning LLC2,854$431K0.24%013F-HRTimeline
Private Wealth Partners, LLC2,820$425K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,818$425K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC2,783$420K<0.01%+113F-HRTimelineGroup
Quantinno Capital Management LP2,762$417K<0.01%013F-HRTimeline
World Investment Advisors2,752$415K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,734$412K0.01%-2,17913F-HRTimelineGroup
Wealthstar Advisors, LLC2,726$411K0.15%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,711$409K0.02%new13F-HRTimeline
Financial Partners Group, Inc2,711$409K0.06%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,000$408K0.23%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,666$402K<0.01%new13F-HRTimelineGroup
Edge Wealth Management LLC2,652$401K0.08%013F-HRTimeline
Silver Oak Advisory Group, Inc.2,616$394K0.19%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,578$389K0.03%+613F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC2,537$383K0.01%-5,53913F-HRTimeline
Sanctuary Advisors, LLC2,475$373K<0.01%-3013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,460$371K0.08%013F-HRTimeline
WEDBUSH SECURITIES INC2,420$365K0.01%-36,25613F-HRTimeline
Geneos Wealth Management Inc.2,407$363K0.01%-1,90713F-HRTimeline
Peachtree Investment Partners, LLC2,389$360K0.14%+613F-HRTimeline
Aspect Partners, LLC2,342$353K0.17%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,331$352K0.01%013F-HRTimeline
Boreal Capital Management LLC2,322$350K0.29%13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,308$348K0.12%013F-HRTimeline
One Wealth Map LLC2,270$348K0.19%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,271$343K0.22%013F-HRTimeline
Hubbell Strickland Wealth Management, L…2,270$342K0.15%+213F-HRTimeline
KKM Financial LLC2,268$342K0.12%-49913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,256$340K0.02%+213F-HRTimeline
SP Asset Management LLC2,241$338K0.03%+613F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.2,240$338K0.2%-87013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,218$335K<0.01%013F-HRTimeline
Yoder Wealth Management, Inc.2,190$330K0.17%013F-HRTimeline
Essex LLC2,170$327K0.06%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,153$325K0.16%013F-HRTimeline
Clarity Wealth Advisors, LLC2,119$320K0.08%-8013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,112$319K0.09%013F-HRTimeline
Planned Solutions, Inc.2,106$318K0.12%013F-HRTimeline
Kingsview Wealth Management, LLC2,099$317K0.01%-2613F-HRTimeline
BRIGHTON JONES LLC2,085$315K0.01%013F-HRTimeline
CERTUITY, LLC2,057$310K0.03%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV1,979$299K0.29%013F-HRTimeline
Wealthspire Advisors, LLC1,939$293K<0.01%+5213F-HRTimeline
Sandy Cove Advisors, LLC1,923$290K0.1%013F-HRTimeline
Procyon Advisors, LLC1,912$288K0.03%013F-HRTimeline
Perigon Wealth Management, LLC1,900$287K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC1,890$285K<0.01%-20013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,800$272K0.01%013F-HRTimeline
Guided Capital Wealth Management, LLC1,738$262K0.2%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,715$259K<0.01%+213F-HRTimeline
Garner Asset Management Corp1,689$255K0.12%+313F-HRTimeline
Gladstone Institutional Advisory LLC1,681$254K0.01%+3613F-HRTimeline
One Day In July LLC1,651$249K0.02%013F-HRTimeline
SC&H Financial Advisors, Inc.1,636$247K0.04%013F-HRTimeline
Tyche Wealth Partners LLC1,615$244K0.05%+4513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,612$243K0.03%-8013F-HRTimeline
BLB&B Advisors, LLC1,570$237K0.01%013F-HRTimeline
Great Lakes Retirement, Inc.1,562$236K0.03%-82813F-HRTimeline
CENTAURUS FINANCIAL, INC.1,560$235K0.01%+3013F-HRTimeline
BridgePort Financial Solutions, LLC1,545$233K0.08%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,507$227K<0.01%-64513F-HRTimelineGroup
WBH ADVISORY INC1,500$226K0.02%013F-HRTimeline