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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
MORGAN STANLEYin group MORGAN STANLEY453,190$73.6M<0.01%+5,88113F-HR/ATimelineGroup
LPL Financial LLC334,181$54.3M0.02%+6,13813F-HRTimeline
Sharp Wealth Advisory, LLC166,109$27M14.68%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC154,092$25M0.15%-79413F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…144,724$23.5M0.01%-2,05113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN134,733$21.9M<0.01%-813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/111,877$18.2M<0.01%+2,26713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC111,332$18.1M0.02%-3,75413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC95,769$15.6M0.01%-5,12713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA72,630$11.8M<0.01%-21,39313F-HRTimelineGroup
UBS Group AGin group UBS Group AG67,018$10.9M<0.01%-35213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,975$9.92M0.01%+5,08713F-HRTimelineGroup
Cetera Investment Advisers60,098$9.76M0.01%+93913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…53,969$8.8M0.01%+1,01013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,998$6.99M<0.01%+1,29113F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT39,892$6.48M3.05%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/39,573$6.43M<0.01%+50713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,273$6.38M<0.01%+18,96213F-HRTimelineGroup
Creative Planningin group Creative Planning38,014$6.18M<0.01%-1213F-HRTimelineGroup
FMR LLCin group FMR LLC34,851$5.66M<0.01%+3,96113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,177$5.55M<0.01%-36,03113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding32,878$5.34M+1,204Timeline
Lowe Wealth Advisors, LLC32,670$5.31M1.94%-1,23913F-HRTimeline
COMERICA BANK31,070$5.05M0.02%-2,59613F-HRTimeline
ASPIRIANT, LLC29,744$4.83M0.15%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,609$4.81M<0.01%-27213F-HRTimelineGroup
Merit Financial Group, LLC28,465$4.62M0.04%013F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP25,647$4.17M0.26%-6113F-HRTimeline
Private Advisor Group, LLC24,904$4.05M0.02%-39813F-HRTimeline
First Heartland Consultants, Inc.24,366$3.96M0.32%+1213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,253$3.94M<0.01%+17,86013F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS23,131$3.76M0.01%-4113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.22,584$3.67M0.54%+5,36913F-HR/ATimeline
Asset Advisors Investment Management, L…22,554$3.66M0.35%-29513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,455$3.49M0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,524$3.33M<0.01%-54213F-HRTimelineGroup
Cambridge Investment Research Advisors,…20,046$3.26M0.01%+1,38613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,931$3.08M<0.01%+1,89113F-HRTimelineGroup
Elevation Capital Advisory, LLC18,022$2.93M1.17%new13F-HRTimeline
Nilsine Partners, LLC17,311$2.81M0.25%+31613F-HRTimeline
NorthRock Partners, LLC16,790$2.73M0.05%013F-HRTimeline
Finley Financial, LLC16,197$2.63M1.22%013F-HRTimeline
Coastal Bridge Advisors, LLC16,115$2.62M0.2%-37213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth15,912$2.59M<0.01%+3,05013F-HRTimelineGroup
Ellis Investment Partners, LLC15,628$2.54M0.46%+1,61213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.14,447$2.35M0.11%-32713F-HRTimelineGroup
NorthCoast Asset Management LLC14,186$2.3M0.01%-60913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT14,107$2.29M0.04%013F-HRTimeline
HighTower Advisors, LLC13,808$2.24M<0.01%-8013F-HRTimeline
Steward Partners Investment Advisory, L…13,009$2.11M0.01%+42413F-HRTimeline
Greykasell Wealth Strategies, Inc.12,872$2.09M0.88%-8,09513F-HRTimeline
Mariner, LLCin group Mariner, LLC12,638$2.05M<0.01%-11513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,573$1.88M<0.01%+7,53213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,548$1.88M<0.01%+37713F-HRTimeline
Mine & Arao Wealth Creation & Managemen…10,776$1.75M0.71%-11613F-HRTimeline
Thomasville National Bank10,680$1.74M0.11%-13113F-HRTimeline
Sigma Planning Corp10,592$1.72M0.05%+34413F-HRTimeline
NewSquare Capital LLC10,411$1.69M0.11%+70913F-HRTimeline
IHT Wealth Management, LLC9,319$1.51M0.04%+413F-HRTimeline
SEVEN MILE ADVISORY9,306$1.51M0.24%013F-HRTimeline
Kaydan Wealth Management, Inc.9,285$1.51M0.43%+1213F-HRTimeline
Belvedere Trading LLC9,173$1.49M0.12%-1,83913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,000$1.46M<0.01%013F-HRTimelineGroup
Mathes Company, Inc.8,900$1.45M0.52%013F-HRTimeline
Kelman-Lazarov, Inc.8,890$1.44M0.21%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co8,000$1.3M<0.01%013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,878$1.28M<0.01%+49813F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp7,459$1.22M1.72%13F-HR/ATimeline
Novak & Powell Financial Services, Inc.7,332$1.19M0.63%013F-HRTimeline
DAVENPORT & Co LLC7,315$1.19M0.01%+68513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,311$1.19M0.01%+1813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,301$1.19M<0.01%-1113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,000$1.14M<0.01%-30013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,997$1.14M<0.01%+1013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,930$1.13M<0.01%+57813F-HRTimelineGroup
IBEX WEALTH ADVISORS6,603$1.07M0.1%-5113F-HRTimeline
NWF Advisory Services Inc.6,530$1.06M0.12%013F-HRTimeline
CORTLAND ASSOCIATES INC/MO6,502$1.06M0.12%013F-HRTimeline
GenWealth Group, Inc.6,368$1.03M0.19%+38413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,259$1.02M0.07%-7913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,141$998K0.73%-1213F-HRTimeline
J.W. COLE ADVISORS, INC.6,102$991K0.02%+613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC6,000$975K0.16%013F-HRTimeline
Centric Wealth Management5,840$970K0.22%-11013F-HRTimeline
SONATA CAPITAL GROUP INC5,874$954K0.35%+32513F-HRTimeline
OneDigital Investment Advisors LLC5,866$953K0.01%+113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,840$949K<0.01%-11013F-HRTimelineGroup
V2 Financial group LLC5,800$942K0.52%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,765$937K<0.01%-4,50313F-HRTimelineGroup
Bawa N Mallick Trust5,750$934K0.35%013F-HRTimeline
NewEdge Advisors, LLC5,578$906K<0.01%+1,54213F-HRTimeline
Compound Planning, Inc.5,440$884K0.03%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,436$883K0.02%013F-HRTimeline
Riverbend Wealth Management, LLC5,400$877K0.61%013F-HRTimeline
Farther Finance Advisors, LLC5,335$867K0.01%013F-HRTimeline
Advisory Services Network, LLC5,240$851K0.01%+70513F-HRTimeline
Chung Wu Investment Group, LLC5,220$848K0.71%-2013F-HRTimeline
PATTEN & PATTEN INC/TN5,107$830K0.05%new13F-HRTimeline
Narus Financial Partners, LLC5,100$829K0.23%013F-HR/ATimeline
TD Waterhouse Canada Inc.4,949$807K0.01%-5213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,911$798K0.01%-2413F-HRTimelineGroup
Mutual Advisors, LLC4,863$797K0.02%-96513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC4,800$780K0.3%-3,29113F-HR/ATimeline
Janney Montgomery Scott LLC4,725$768K<0.01%+10513F-HRTimeline
SYNOVUS FINANCIAL CORP4,551$740K0.01%+8613F-HRTimeline
Federation des caisses Desjardins du Qu…4,540$738K<0.01%+1,63913F-HRTimeline
WEDBUSH SECURITIES INC4,520$734K0.02%+2,10013F-HRTimeline
Smithfield Trust Co4,354$708K0.03%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,279$695K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,261$688K<0.01%+1,08313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,201$683K<0.01%013F-HRTimelineGroup
BRIGHTON JONES LLC4,171$678K0.02%+2,08613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,170$678K<0.01%-44713F-HRTimelineGroup
AE Wealth Management LLC4,161$676K<0.01%-67213F-HRTimeline
Ballew Advisors, Inc4,120$666K0.37%-26013F-HRTimeline
Heritage Investment Group, Inc.4,094$665K0.11%013F-HRTimeline
SkyOak Wealth, LLC3,890$632K0.12%013F-HRTimeline
Signal Advisors Wealth, LLC3,768$612K0.06%new13F-HRTimeline
Sovereign Financial Group, Inc.3,766$612K0.11%013F-HRTimeline
Princeton Global Asset Management LLC3,600$585K0.1%013F-HRTimeline
Larson Financial Group LLC3,596$584K0.02%+713F-HRTimeline
Clark Asset Management, LLC3,540$575K0.07%new13F-HRTimeline
Evanson Asset Management, LLC3,415$555K0.03%+913F-HRTimeline
CCG WEALTH MANAGEMENT, LLC3,302$537K0.25%013F-HRTimeline
Fairvoy Private Wealth, LLC3,293$535K0.12%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,282$533K0.01%-7213F-HRTimelineGroup
Capital Investment Advisors, LLC3,278$533K0.01%+213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,214$522K0.01%-60013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,166$514K<0.01%013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,160$513K0.02%+20013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,141$510K<0.01%-2,13413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,123$507K<0.01%-1,04113F-HRTimelineGroup
Watts Gwilliam & Co., LLC3,058$497K0.08%+413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC3,049$495K0.06%013F-HRTimeline
Fiduciary Alliance LLC3,027$492K0.03%+713F-HRTimeline
RWA WEALTH PARTNERS, LLC3,008$489K0.01%-11213F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,000$487K0.24%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,976$484K<0.01%+31013F-HRTimelineGroup
Westside Investment Management, Inc.2,970$483K0.08%013F-HRTimeline
Laurel Wealth Planning LLC2,854$464K0.25%013F-HRTimeline
Private Wealth Partners, LLC2,820$458K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,818$458K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC2,783$452K<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP2,762$449K<0.01%013F-HRTimeline
World Investment Advisors2,716$441K0.01%-3613F-HRTimeline
Vestmark Advisory Solutions, Inc.2,716$441K0.01%new13F-HRTimeline
Financial Partners Group, Inc2,711$440K0.05%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,684$436K0.01%-5013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,543$413K0.01%+613F-HRTimeline
Silver Oak Advisory Group, Inc.2,539$412K0.19%-7713F-HRTimeline
Edge Wealth Management LLC2,482$403K0.07%-17013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,460$400K0.09%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,412$392K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.2,407$391K0.01%013F-HRTimeline
Sanctuary Advisors, LLC2,404$391K<0.01%-7113F-HR/ATimeline
Peachtree Investment Partners, LLC2,395$389K0.13%+613F-HRTimeline
Aspect Partners, LLC2,342$381K0.17%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,331$379K0.01%013F-HRTimeline
One Wealth Map LLC2,270$377K0.2%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,308$375K0.12%013F-HRTimeline
KKM Financial LLC2,273$369K0.12%+513F-HRTimeline
Hubbell Strickland Wealth Management, L…2,272$369K0.15%+213F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,271$369K0.22%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,257$367K0.02%+113F-HRTimeline
SP Asset Management LLC2,246$365K0.03%+513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,218$360K<0.01%013F-HRTimeline
Yoder Wealth Management, Inc.2,190$356K0.17%013F-HRTimeline
Essex LLC2,170$353K0.06%013F-HRTimeline
Clarity Wealth Advisors, LLC2,119$344K0.08%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,112$343K0.09%013F-HRTimeline
Allworth Financial LP2,110$343K<0.01%+1,57213F-HRTimeline
Planned Solutions, Inc.2,106$342K0.12%013F-HRTimeline
CERTUITY, LLC2,057$334K0.02%013F-HRTimeline
Kingsview Wealth Management, LLC2,054$334K0.01%-4513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,044$332K0.16%-10913F-HRTimeline
Wealthstar Advisors, LLC1,994$324K0.13%-73213F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV1,979$322K0.28%013F-HRTimeline
Boreal Capital Management LLC1,971$320K0.26%-35113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,954$317K0.01%+44713F-HRTimelineGroup
Curat Global, LLC1,948$316K0.3%+49813F-HRTimeline
Sandy Cove Advisors, LLC1,923$312K0.1%013F-HRTimeline
Perigon Wealth Management, LLC1,900$309K0.01%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,800$292K0.01%013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.1,745$284K0.16%-49513F-HRTimeline
Guided Capital Wealth Management, LLC1,738$282K0.24%013F-HRTimeline
Balentine LLC1,726$280K0.01%new13F-HRTimeline
Garner Asset Management Corp1,693$275K0.11%+413F-HRTimeline
Wealthspire Advisors, LLC1,652$268K<0.01%-28713F-HRTimeline
One Day In July LLC1,651$268K0.02%013F-HRTimeline
SC&H Financial Advisors, Inc.1,636$266K0.04%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,592$259K0.03%-2013F-HRTimeline
Gladstone Institutional Advisory LLC1,571$255K0.01%-11013F-HRTimeline
BLB&B Advisors, LLC1,570$255K0.01%013F-HRTimeline
BridgePort Financial Solutions, LLC1,545$251K0.07%013F-HRTimeline
Great Lakes Retirement, Inc.1,542$251K0.03%-2013F-HRTimeline
MBA Advisors LLC1,516$246K0.11%new13F-HRTimeline
Carnegie Investment Counsel1,515$246K<0.01%new13F-HRTimeline
Procyon Advisors, LLC1,512$246K0.01%-40013F-HRTimeline
WBH ADVISORY INC1,500$244K0.02%013F-HRTimeline
SRH ADVISORS, LLC1,450$236K0.07%013F-HRTimeline