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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
MORGAN STANLEYin group MORGAN STANLEY437,954$72.6M<0.01%-15,23613F-HR/ATimelineGroup
LPL Financial LLC311,581$51.7M0.01%-22,60013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/195,322$32.4M<0.01%+83,44513F-HRTimelineGroup
Sharp Wealth Advisory, LLC174,850$29M14.59%+8,74113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC154,912$25.7M0.15%+82013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…143,161$23.7M0.01%-1,56313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN131,348$21.8M<0.01%-3,38513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC100,199$16.6M0.02%-11,13313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC90,869$15.1M<0.01%-4,90013F-HRTimelineGroup
Apella Capital, LLC85,858$14.2M0.28%new13F-HRTimeline
Rothschild Wealth LLC78,127$13M1.24%new13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA76,877$12.7M<0.01%+4,24713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,327$10.5M0.02%+1,35213F-HRTimelineGroup
UBS Group AGin group UBS Group AG62,837$10.4M<0.01%-4,18113F-HRTimelineGroup
Cetera Investment Advisers61,977$10.3M0.01%+1,87913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…53,766$9.06M0.01%-20313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC48,563$8.05M<0.01%+14,38613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,708$7.25M<0.01%+71013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/39,171$6.49M<0.01%-40213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding38,714$6.42M+5,836Timeline
STEINBERGANNA WEALTH MANAGEMENT38,184$6.33M2.97%-1,70813F-HRTimeline
Creative Planningin group Creative Planning36,806$6.1M<0.01%-1,20813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC36,605$6.07M<0.01%-2,66813F-HR/ATimelineGroup
FMR LLCin group FMR LLC33,926$5.63M<0.01%-92513F-HRTimelineGroup
MAI Capital Management32,765$5.43M0.03%+32,47513F-HRTimeline
Value Investment Professionals, LLC74,583$5.33M5.59%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,664$5.25M<0.01%+2,05513F-HRTimelineGroup
COMERICA BANK31,105$5.16M0.02%+3513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth30,109$4.99M0.01%+14,19713F-HRTimelineGroup
ASPIRIANT, LLC29,744$4.93M0.14%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP28,630$4.75M0.27%+2,98313F-HRTimeline
Merit Financial Group, LLC28,465$4.72M0.04%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.26,044$4.32M0.62%+3,46013F-HRTimeline
DSG Capital Advisors, LLC24,800$4.18M0.64%new13F-HRTimeline
Private Advisor Group, LLC25,111$4.16M0.02%+20713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,039$4.15M<0.01%+78613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS24,131$4M0.01%+1,00013F-HRTimeline
First Heartland Consultants, Inc.23,950$3.97M0.3%-41613F-HRTimeline
EP Wealth Advisors, LLC22,709$3.77M0.02%13F-HRTimeline
Asset Advisors Investment Management, L…22,354$3.71M0.34%-20013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,529$3.5M0.01%+7413F-HRTimelineGroup
ASL Financial, LLC20,464$3.39M2.67%13F-HRTimeline
Cambridge Investment Research Advisors,…19,841$3.29M0.01%-20513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,487$3.23M<0.01%-1,03713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,172$3.18M<0.01%+24113F-HRTimelineGroup
NorthRock Partners, LLC16,944$2.81M0.05%+15413F-HRTimeline
Ellis Investment Partners, LLC16,527$2.74M0.48%+89913F-HRTimeline
Steward Partners Investment Advisory, L…16,155$2.68M0.01%+3,14613F-HRTimeline
Finley Financial, LLC15,987$2.65M1.21%-21013F-HRTimeline
Coastal Bridge Advisors, LLC15,607$2.59M0.19%-50813F-HRTimeline
HighTower Advisors, LLC14,445$2.4M<0.01%+63713F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.14,126$2.34M0.11%-32113F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT14,107$2.34M0.04%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,865$2.3M<0.01%+2,29213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC12,586$2.09M<0.01%-5213F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.12,291$2.04M0.8%-58113F-HRTimeline
Sage Investment Advisers LLC12,071$2M1.5%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,639$1.93M<0.01%+9113F-HRTimeline
Sigma Planning Corp10,868$1.8M0.05%+27613F-HRTimeline
Mine & Arao Wealth Creation & Managemen…10,697$1.77M0.69%-7913F-HRTimeline
Thomasville National Bank10,360$1.72M0.11%-32013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,737$1.61M<0.01%+7,32513F-HR/ATimelineGroup
KERR FINANCIAL PLANNING Corp9,491$1.57M2.12%+2,03213F-HR/ATimeline
IHT Wealth Management, LLC9,324$1.55M0.04%+513F-HRTimeline
Kaydan Wealth Management, Inc.9,285$1.54M0.45%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,000$1.49M<0.01%013F-HRTimelineGroup
Kelman-Lazarov, Inc.8,871$1.47M0.21%-1913F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co8,000$1.33M<0.01%013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,871$1.31M<0.01%-713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,637$1.27M<0.01%+70713F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,333$1.22M0.01%+2213F-HRTimelineGroup
Novak & Powell Financial Services, Inc.7,332$1.22M0.63%013F-HRTimeline
MML INVESTORS SERVICES, LLC7,300$1.21M<0.01%-113F-HRTimeline
Mathes Company, Inc.6,900$1.14M0.41%-2,00013F-HRTimeline
NWF Advisory Services Inc.6,530$1.08M0.12%013F-HRTimeline
CORTLAND ASSOCIATES INC/MO6,502$1.08M0.14%013F-HRTimeline
GenWealth Group, Inc.6,368$1.07M0.18%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,328$1.05M<0.01%+2,06713F-HRTimelineGroup
NorthCoast Asset Management LLC6,327$1.05M0.02%-7,85913F-HRTimeline
Legacy Capital Group California, Inc.6,327$1.05M0.25%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,202$1.03M0.06%-5713F-HRTimeline
Waverly Advisors, LLC6,150$1.02M0.01%new13F-HRTimeline
Centric Wealth Management5,846$988K0.21%+613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.5,956$988K0.72%-18513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,897$978K<0.01%-1,10013F-HRTimelineGroup
OneDigital Investment Advisors LLC5,866$973K0.01%013F-HRTimeline
V2 Financial group LLC5,800$962K0.47%013F-HRTimeline
Bawa N Mallick Trust5,750$953K0.35%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,530$917K<0.01%-31013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…5,458$905K<0.01%+91813F-HRTimeline
Compound Planning, Inc.5,440$902K0.03%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,436$901K0.02%013F-HRTimeline
Riverbend Wealth Management, LLC5,400$895K0.56%013F-HRTimeline
Chung Wu Investment Group, LLC5,220$866K0.71%013F-HRTimeline
Farther Finance Advisors, LLC5,199$862K0.01%-13613F-HRTimeline
J.W. COLE ADVISORS, INC.5,806$848K0.02%-29613F-HRTimeline
PATTEN & PATTEN INC/TN5,107$847K0.05%013F-HRTimeline
Narus Financial Partners, LLC5,100$846K0.23%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,066$840K0.01%+15513F-HRTimelineGroup
NewEdge Advisors, LLC5,025$833K<0.01%-55313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,955$822K<0.01%-81013F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC4,800$796K0.29%013F-HRTimeline
Guardian Capital, LLC4,747$787K0.7%13F-HRTimeline
Janney Montgomery Scott LLC4,727$784K<0.01%+213F-HRTimeline
TD Waterhouse Canada Inc.4,706$780K<0.01%-24313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,560$756K0.01%13F-HR/ATimelineGroup
Advisory Services Network, LLC4,503$747K0.01%-73713F-HRTimeline
Mutual Advisors, LLC4,474$742K0.02%-38913F-HRTimeline
Signal Advisors Wealth, LLC4,452$738K0.06%+68413F-HRTimeline
HighPoint Advisor Group LLC4,361$723K0.02%new13F-HRTimeline
Smithfield Trust Co4,354$722K0.03%013F-HRTimeline
Daytona Street Capital LLC4,240$703K0.55%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,224$700K<0.01%+1,10113F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,201$697K<0.01%013F-HRTimelineGroup
Ballew Advisors, Inc4,040$683K0.38%-8013F-HRTimeline
Heritage Investment Group, Inc.4,094$679K0.1%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,927$651K<0.01%-24313F-HRTimelineGroup
AE Wealth Management LLC3,912$649K<0.01%-24913F-HRTimeline
Sovereign Financial Group, Inc.3,766$624K0.11%013F-HRTimeline
SONATA CAPITAL GROUP INC3,764$624K0.23%-2,11013F-HRTimeline
SkyOak Wealth, LLC3,730$618K0.11%-16013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,679$610K0.01%-60013F-HRTimeline
Larson Financial Group LLC3,605$598K0.02%+913F-HRTimeline
Clark Asset Management, LLC3,540$587K0.06%013F-HRTimeline
Evanson Asset Management, LLC3,425$568K0.03%+1013F-HRTimeline
Wealthspire Advisors, LLC3,405$565K<0.01%+1,75313F-HRTimeline
Capital Investment Advisors, LLC3,377$560K0.01%+9913F-HRTimeline
CCG WEALTH MANAGEMENT, LLC3,302$548K0.23%013F-HRTimeline
Fairvoy Private Wealth, LLC3,293$546K0.12%013F-HRTimeline
Westside Investment Management, Inc.3,245$538K0.09%+27513F-HRTimeline
WEDBUSH SECURITIES INC3,219$534K0.02%-1,30113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,214$533K0.01%-6813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,146$522K<0.01%+513F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,128$519K<0.01%-3813F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC3,049$506K0.06%013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,044$505K0.01%+3613F-HRTimeline
Fiduciary Alliance LLC3,036$503K0.03%+913F-HRTimeline
Quantinno Capital Management LP2,985$495K<0.01%+22313F-HRTimeline
Laurel Wealth Planning LLC2,854$473K0.26%013F-HRTimeline
Private Wealth Partners, LLC2,820$468K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,818$467K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC2,769$459K<0.01%-1413F-HRTimelineGroup
Financial Partners Group, Inc2,711$456K0.05%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,712$450K0.02%+45513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,616$434K0.01%-6813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,601$431K<0.01%-37513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,543$422K0.01%013F-HRTimeline
Sanctuary Advisors, LLC2,421$401K<0.01%+1713F-HRTimeline
Silver Oak Advisory Group, Inc.2,416$400K0.18%-12313F-HRTimeline
Peachtree Investment Partners, LLC2,402$398K0.13%+713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,382$395K0.11%-7813F-HRTimeline
Bernicke Wealth Management, Ltd.2,351$390K0.05%13F-HRTimeline
Aspect Partners, LLC2,342$388K0.17%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,331$387K0.01%013F-HRTimeline
&PARTNERS2,326$386K<0.01%new13F-HRTimeline
One Wealth Map LLC2,270$384K0.2%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,308$383K0.12%013F-HRTimeline
Hubbell Strickland Wealth Management, L…2,275$377K0.15%+313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,253$374K0.22%-1813F-HRTimeline
SP Asset Management LLC2,253$374K0.03%+713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,218$368K<0.01%013F-HRTimeline
Yoder Wealth Management, Inc.2,190$363K0.17%013F-HRTimeline
Essex LLC2,170$360K0.06%013F-HRTimeline
Clarity Wealth Advisors, LLC2,119$351K0.07%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,112$350K0.09%013F-HRTimeline
Boreal Capital Management LLC2,112$350K0.26%+14113F-HRTimeline
Planned Solutions, Inc.2,106$349K0.11%013F-HRTimeline
CERTUITY, LLC2,057$341K0.02%013F-HRTimeline
Kingsview Wealth Management, LLC2,054$341K<0.01%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,044$339K0.15%013F-HRTimeline
Wealthstar Advisors, LLC2,031$337K0.18%+3713F-HRTimeline
Edge Wealth Management LLC1,982$329K0.06%-50013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV1,980$328K0.27%+113F-HRTimeline
Curat Global, LLC1,948$323K0.36%013F-HRTimeline
Sandy Cove Advisors, LLC1,923$319K0.09%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,900$315K<0.01%-5413F-HRTimelineGroup
Perigon Wealth Management, LLC1,900$315K0.01%013F-HRTimeline
Foundations Investment Advisors, LLC1,885$313K<0.01%new13F-HRTimeline
KKM Financial LLC1,878$311K0.06%-39513F-HRTimeline
Allworth Financial LP1,864$309K<0.01%-24613F-HRTimeline
Reflection Asset Management1,844$309K0.22%13F-HRTimeline
MBA Advisors LLC1,832$304K0.12%+31613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,800$298K0.01%013F-HRTimeline
Guided Capital Wealth Management, LLC1,738$288K0.2%013F-HRTimeline
Balentine LLC1,726$286K0.01%013F-HRTimeline
Garner Asset Management Corp1,697$281K0.11%+413F-HRTimeline
Arkadios Wealth Advisors1,685$279K0.01%new13F-HRTimeline
SC&H Financial Advisors, Inc.1,636$271K0.04%013F-HRTimeline
Geneos Wealth Management Inc.1,620$269K0.01%-78713F-HRTimeline
Gladstone Institutional Advisory LLC1,571$260K0.01%013F-HRTimeline
BLB&B Advisors, LLC1,570$260K0.01%013F-HRTimeline
BridgePort Financial Solutions, LLC1,546$256K0.07%+113F-HRTimeline
Great Lakes Retirement, Inc.1,527$253K0.03%-1513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,523$253K0.03%-6913F-HRTimeline
Carnegie Investment Counsel1,515$251K<0.01%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.10,743$251K0.12%+7,74313F-HRTimeline
Procyon Advisors, LLC1,512$251K0.01%013F-HRTimeline
WBH ADVISORY INC1,500$249K0.02%013F-HRTimeline
Galvin, Gaustad & Stein, LLC1,495$248K0.02%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,495$248K0.01%-1,66513F-HRTimelineGroup