Who owns iShares Dow Jones U.S. ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IYY from SEC Form 13F filings across 294 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 294 institutions disclosed 3.8M shares of iShares Dow Jones U.S. ETF worth $697.4M — about 23.7% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
294
13F holders
$697.4M
value, 2026 filers
23.7%
of shares outstanding (3.8M sh)
31
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IYY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 422,361 | $77.0M | 0.0% | 2.6% | -0.5% |
| 2 | LPL Financial LLC | 336,065 | $61.3M | 0.0% | 2.1% | +10.4% |
| 3 | BANK OF AMERICA CORP /DE/ | 248,722 | $45.3M | 0.0% | 1.5% | -0.1% |
| 4 | Savant Capital, LLC | 154,494 | $28.2M | 0.1% | 1% | -0.1% |
| 5 | PNC Financial Services Group, Inc. | 139,986 | $25.5M | 0.0% | 0.9% | -0.2% |
| 6 | WELLS FARGO & COMPANY/MN | 124,307 | $22.7M | 0.0% | 0.8% | -3.3% |
| 7 | AMERIPRISE FINANCIAL INC | 102,627 | $18.7M | 0.0% | 0.6% | +152.3% |
| 8 | ROYAL BANK OF CANADA | 87,183 | $15.9M | 0.0% | 0.5% | +11.9% |
| 9 | Apella Capital, LLC | 84,331 | $15.4M | 0.2% | 0.5% | -0.5% |
| 10 | OSAIC HOLDINGS, INC. | 80,777 | $14.7M | 0.0% | 0.5% | +2.7% |
| 11 | Rothschild Wealth LLC | 71,806 | $13.1M | 1.0% | 0.4% | -5.2% |
| 12 | RAYMOND JAMES FINANCIAL INC | 70,742 | $12.9M | 0.0% | 0.4% | -26.6% |
| 13 | Cetera Investment Advisers | 61,828 | $11.3M | 0.0% | 0.4% | +1.3% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 56,266 | $10.3M | 0.0% | 0.3% | -43.5% |
| 15 | UBS Group AG | 54,703 | $10.0M | 0.0% | 0.3% | -3.2% |
| 16 | Kestra Advisory Services, LLC | 47,683 | $8.7M | 0.0% | 0.3% | -54.8% |
| 17 | COFG Advisors, LLCNEW | 44,895 | $8.2M | 1.4% | 0.3% | new |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 44,050 | $8.0M | 0.0% | 0.3% | +1.2% |
| 19 | BANK OF MONTREAL /CAN/ | 40,054 | $7.3M | 0.0% | 0.2% | -0.6% |
| 20 | Elevation Capital Advisory, LLCNEW | 38,714 | $7.1M | 2.7% | 0.2% | new |
| 21 | FMR LLC | 38,171 | $7.0M | 0.0% | 0.2% | +6.0% |
| 22 | Creative Planning | 37,743 | $6.9M | 0.0% | 0.2% | -0.6% |
| 23 | STEINBERGANNA WEALTH MANAGEMENT | 36,265 | $6.6M | 2.7% | 0.2% | -0.9% |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 35,344 | $6.5M | 0.0% | 0.2% | -2.8% |
| 25 | MAI Capital Management | 33,871 | $6.2M | 0.0% | 0.2% | +8.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.