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Disclosery

IYY ISHARES TR

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DOW JONES US ETF (fund)

276 managers (279 13F filers) reported a position in IYY shares at 2026-03-31, 3,759,830 shares in all. 17 filers opened a position and 18 filers sold out during the quarter.

Managers
276
13F filers
279
New
17
Added
65
Reduced
87
Sold out
18
Shares held by filers
3,759,830

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY424,458$67.3M<0.01%-13,49613F-HRTimelineGroup
LPL Financial LLC304,502$48.2M0.01%-7,07913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/249,037$39.5M<0.01%+53,71513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC154,718$24.5M0.12%-19413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…140,296$22.2M0.01%-2,86513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN128,510$20.4M<0.01%-2,83813F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding109,332$17.3M+70,618Timeline
COMMONWEALTH EQUITY SERVICES, LLC99,656$15.8M0.02%-54313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC96,343$15.3M<0.01%+5,47413F-HRTimelineGroup
Apella Capital, LLC84,787$14.7M0.22%-1,07113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,622$12.5M0.02%+15,29513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA77,895$12.3M<0.01%+1,01813F-HRTimelineGroup
Rothschild Wealth LLC75,755$12M1.08%-2,37213F-HRTimeline
Cetera Investment Advisers61,041$9.67M0.01%-93613F-HRTimeline
UBS Group AGgroup of 2 filers holding58,315$9.24M-4,522Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,544$6.9M<0.01%-16413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,671$6.44M<0.01%-7,89213F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40,297$6.39M<0.01%+1,12613F-HRTimelineGroup
Creative Planningin group Creative Planning37,974$6.02M<0.01%+1,16813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…36,378$5.81M0.01%-17,38813F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT36,598$5.8M2.79%-1,58613F-HRTimeline
FMR LLCin group FMR LLC35,994$5.7M<0.01%+2,06813F-HRTimelineGroup
MAI Capital Management31,291$4.96M0.03%-1,47413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,227$4.79M<0.01%-1,43713F-HRTimelineGroup
ASPIRIANT, LLC29,744$4.71M0.13%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…29,537$4.68M0.01%+29,17913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth29,438$4.66M0.01%-67113F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.27,983$4.61M0.64%+1,93913F-HRTimeline
Merit Financial Group, LLC28,750$4.56M0.03%+28513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP28,362$4.49M0.25%-26813F-HRTimeline
DSG Capital Advisors, LLC24,800$3.93M0.63%013F-HRTimeline
Private Advisor Group, LLC24,797$3.93M0.02%-31413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,505$3.88M<0.01%-12,10013F-HRTimelineGroup
Cambridge Investment Research Advisors,…24,473$3.88M0.01%+4,63213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,189$3.88M<0.01%+15013F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS24,204$3.84M0.01%+7313F-HRTimeline
First Heartland Consultants, Inc.23,572$3.73M0.29%-37813F-HRTimeline
EP Wealth Advisors, LLC22,534$3.57M0.02%-17513F-HRTimeline
Asset Advisors Investment Management, L…22,049$3.49M0.33%-30513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,058$3.34M0.01%-47113F-HRTimelineGroup
ASL Financial, LLC20,390$3.23M2.58%-7413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,036$3.17M<0.01%+54913F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT19,542$3.1M0.05%+5,43513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,127$3.03M<0.01%-4513F-HRTimelineGroup
Ellis Investment Partners, LLC16,700$2.65M0.46%+17313F-HRTimeline
NorthRock Partners, LLC16,498$2.61M0.04%-44613F-HRTimeline
Sigma Planning Corp16,321$2.59M0.07%+5,45313F-HRTimeline
Steward Partners Investment Advisory, L…15,532$2.46M0.01%-62313F-HRTimeline
Coastal Bridge Advisors, LLC15,307$2.43M0.17%-30013F-HRTimeline
Finley Financial, LLC15,017$2.38M1.11%-97013F-HRTimeline
HighTower Advisors, LLC14,310$2.27M<0.01%-13513F-HRTimeline
Mariner, LLCin group Mariner, LLC13,473$2.13M<0.01%+88713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,370$2.12M<0.01%-49513F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.13,198$2.09M0.13%-92813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,986$2.06M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,363$1.96M<0.01%+7,40813F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.12,216$1.94M0.78%-7513F-HRTimeline
Sage Investment Advisers LLC12,091$1.93M1.43%+2013F-HRTimeline
KERR FINANCIAL PLANNING Corp9,794$1.69M1.19%+30313F-HR/ATimeline
Mine & Arao Wealth Creation & Managemen…10,620$1.68M0.71%-7713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,324$1.64M<0.01%-1,31513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,057$1.59M<0.01%+32013F-HRTimelineGroup
Kaydan Wealth Management, Inc.9,273$1.47M0.49%-1213F-HRTimeline
IHT Wealth Management, LLC9,206$1.46M0.03%-11813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,000$1.43M<0.01%013F-HRTimelineGroup
Kelman-Lazarov, Inc.8,850$1.4M0.2%-2113F-HRTimeline
Farther Finance Advisors, LLC8,696$1.39M0.01%+3,49713F-HRTimeline
MML INVESTORS SERVICES, LLC8,143$1.29M<0.01%+84313F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co8,000$1.27M<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,562$1.17M<0.01%+1,23413F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,349$1.16M0.01%+1613F-HRTimelineGroup
Novak & Powell Financial Services, Inc.7,332$1.16M0.63%013F-HRTimeline
Chung Wu Investment Group, LLC7,220$1.14M0.99%+2,00013F-HRTimeline
Mathes Company, Inc.6,900$1.09M0.4%013F-HRTimeline
IBEX WEALTH ADVISORS6,624$1.05M0.1%new13F-HRTimeline
TIAAgroup of 3 filers holding6,580$1.04M-1,291Timeline
NWF Advisory Services Inc.6,530$1.03M0.12%013F-HRTimeline
CORTLAND ASSOCIATES INC/MO6,502$1.03M0.15%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,204$1.03M0.06%+213F-HR/ATimeline
Centric Wealth Management5,854$1.02M0.2%+813F-HRTimeline
GenWealth Group, Inc.6,368$1.01M0.17%013F-HRTimeline
NorthCoast Asset Management LLC6,341$1M0.02%+1413F-HRTimeline
Legacy Capital Group California, Inc.6,341$1M0.38%+1413F-HRTimeline
Waverly Advisors, LLC6,000$951K0.01%-15013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,666$939K0.01%+60013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,874$931K<0.01%13F-HRTimelineGroup
OneDigital Investment Advisors LLC5,856$928K0.01%-1013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.5,843$926K0.7%-11313F-HRTimeline
Bawa N Mallick Trust5,750$911K0.37%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,697$902K<0.01%-20013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,530$876K<0.01%013F-HRTimelineGroup
V2 Financial group LLC5,500$871K0.41%-30013F-HRTimeline
TD Waterhouse Canada Inc.5,421$865K<0.01%+71513F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,436$861K0.02%013F-HRTimeline
Riverbend Wealth Management, LLC5,400$856K0.53%013F-HRTimeline
Federation des caisses Desjardins du Qu…5,310$841K<0.01%-14813F-HRTimeline
PATTEN & PATTEN INC/TN5,107$809K0.05%013F-HRTimeline
Narus Financial Partners, LLC5,100$808K0.21%013F-HRTimeline
NewEdge Advisors, LLC5,079$805K<0.01%+5413F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC4,800$761K0.27%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,765$755K0.01%+20513F-HRTimelineGroup
Janney Montgomery Scott LLC4,629$734K<0.01%-9813F-HRTimeline
Beacon Pointe Advisors, LLC4,495$712K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.4,440$704K0.11%+1,19513F-HRTimeline
HighPoint Advisor Group LLC4,430$702K0.03%+6913F-HRTimeline
Smithfield Trust Co4,354$690K0.03%013F-HRTimeline
Daytona Street Capital LLC4,240$680K0.52%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,276$678K<0.01%+5213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,201$666K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC4,150$658K0.01%-32413F-HRTimeline
Heritage Investment Group, Inc.4,094$649K0.1%013F-HRTimeline
Guardian Capital, LLC3,991$632K0.61%-75613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,966$628K<0.01%+3913F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC3,864$612K0.07%+81513F-HRTimeline
Sovereign Financial Group, Inc.3,732$591K0.1%-3413F-HRTimeline
SkyOak Wealth, LLC3,730$591K0.11%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,679$583K0.01%013F-HRTimeline
Larson Financial Group LLC3,613$572K0.02%+813F-HRTimeline
Ballew Advisors, Inc3,430$568K0.32%-61013F-HRTimeline
Clark Asset Management, LLC3,540$561K0.05%013F-HRTimeline
Signal Advisors Wealth, LLC3,513$557K0.04%-93913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,482$552K<0.01%+33613F-HRTimelineGroup
Evanson Asset Management, LLC3,432$544K0.03%+713F-HRTimeline
AE Wealth Management LLC3,392$538K<0.01%-52013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC3,302$523K0.14%013F-HRTimeline
Fairvoy Private Wealth, LLC3,293$522K0.12%013F-HRTimeline
Fiduciary Alliance LLC3,043$518K0.03%+713F-HRTimeline
Capital Investment Advisors, LLC3,260$516K0.01%-11713F-HR/ATimeline
WEDBUSH SECURITIES INC3,219$510K0.01%013F-HRTimeline
Advisory Services Network, LLC3,183$504K0.01%-1,32013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,144$498K0.01%-7013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,072$487K<0.01%-5613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC3,044$482K0.01%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,000$475K0.22%-7,74313F-HRTimeline
Cresset Asset Management, LLC2,912$461K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC2,887$457K<0.01%+11813F-HRTimelineGroup
Laurel Wealth Planning LLC2,854$452K0.24%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,838$450K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP2,835$449K<0.01%-15013F-HRTimeline
Private Wealth Partners, LLC2,820$447K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,818$447K0.02%013F-HRTimeline
Wealthspire Advisors, LLC2,786$441K<0.01%-61913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,714$430K0.02%+213F-HRTimeline
Financial Partners Group, Inc2,711$430K0.05%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,601$412K0.01%-1513F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO2,560$406K0.04%new13F-HRTimeline
Bernicke Wealth Management, Ltd.2,351$373K0.05%013F-HRTimeline
Aspect Partners, LLC2,342$371K0.15%013F-HRTimeline
Silver Oak Advisory Group, Inc.2,339$370K0.16%-7713F-HRTimeline
Cassaday & Co Wealth Management LLC2,331$369K0.01%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,308$366K0.11%013F-HRTimeline
&PARTNERS2,297$364K<0.01%-2913F-HRTimeline
Hubbell Strickland Wealth Management, L…2,277$361K0.14%+213F-HRTimeline
SONATA CAPITAL GROUP INC2,265$359K0.13%-1,49913F-HRTimeline
SP Asset Management LLC2,258$358K0.03%+513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,253$357K0.2%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,218$351K<0.01%013F-HRTimeline
One Wealth Map LLC2,000$351K0.17%-27013F-HRTimeline
Yoder Wealth Management, Inc.2,190$347K0.16%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,183$346K0.01%+2,08813F-HRTimeline
Essex LLC2,170$344K0.06%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,162$343K0.09%-22013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,112$335K0.09%013F-HRTimeline
Planned Solutions, Inc.2,106$334K0.11%013F-HRTimeline
BRIGHTON JONES LLC2,085$330K0.01%new13F-HR/ATimeline
CERTUITY, LLC2,057$326K0.02%013F-HRTimeline
Kapstone Financial Advisors LLC2,051$325K0.16%+80013F-HRTimeline
Kingsview Wealth Management, LLC2,016$319K<0.01%-3813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,007$318K0.01%-53613F-HR/ATimeline
Allworth Financial LP1,996$316K<0.01%+13213F-HRTimeline
Edge Wealth Management LLC1,982$314K0.05%013F-HRTimeline
KKM Financial LLC1,878$311K0.06%013F-HRTimeline
Reflection Asset Management1,780$311K0.19%-6413F-HRTimeline
Curat Global, LLC1,948$309K0.3%013F-HRTimeline
Wealthstar Advisors, LLC1,937$307K0.18%-9413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,925$305K0.14%-11913F-HRTimeline
Sandy Cove Advisors, LLC1,923$305K0.09%013F-HRTimeline
Clarity Wealth Advisors, LLC1,917$304K0.06%-20213F-HRTimeline
Perigon Wealth Management, LLC1,900$301K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,888$299K<0.01%-1213F-HRTimelineGroup
Peachtree Investment Partners, LLC1,859$295K0.11%-54313F-HRTimeline
MBA Advisors LLC1,836$291K0.11%+413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,800$285K0.01%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,800$285K0.02%new13F-HRTimelineGroup
Hamrick Investment Counsel, llc1,769$280K0.16%new13F-HRTimeline
Guided Capital Wealth Management, LLC1,738$275K0.18%013F-HRTimeline
Balentine LLC1,726$273K0.01%013F-HRTimeline
Garner Asset Management Corp1,700$269K0.11%+313F-HRTimeline
Arkadios Wealth Advisors1,687$267K<0.01%+213F-HRTimeline
SC&H Financial Advisors, Inc.1,636$259K0.04%013F-HRTimeline
Gladstone Institutional Advisory LLC1,574$249K0.01%+313F-HRTimeline
BLB&B Advisors, LLC1,570$249K0.01%013F-HRTimeline
BridgePort Financial Solutions, LLC1,546$245K0.07%013F-HRTimeline
Great Lakes Retirement, Inc.1,523$241K0.02%-413F-HRTimeline
WBH ADVISORY INC1,500$239K0.02%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,510$239K0.03%-1313F-HRTimeline
Galvin, Gaustad & Stein, LLC1,499$238K0.02%+413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,495$237K0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,478$234K0.01%-14213F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.1,453$230K0.13%013F-HRTimeline