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Who owns IYYWhat IYY owns — n/a

Who owns iShares Dow Jones U.S. ETF?

Institutional ownership of IYY from SEC Form 13F filings across 176 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.

176

13F holders

$582.0M

value, 2026 filers

20.1%

of shares outstanding (3.2M sh)

19

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY422,361$77.0M0.0%2.6%-0.5%
2LPL Financial LLC336,065$61.3M0.0%2.1%+10.4%
3BANK OF AMERICA CORP /DE/248,722$45.3M0.0%1.5%-0.1%
4Savant Capital, LLC154,494$28.2M0.1%1%-0.1%
5PNC Financial Services Group, Inc.139,986$25.5M0.0%0.9%-0.2%
6WELLS FARGO & COMPANY/MN124,307$22.7M0.0%0.8%-3.3%
7AMERIPRISE FINANCIAL INC102,627$18.7M0.0%0.6%+152.3%
8ROYAL BANK OF CANADA87,183$15.9M0.0%0.5%+11.9%
9Apella Capital, LLC84,331$15.4M0.2%0.5%-0.5%
10OSAIC HOLDINGS, INC.80,777$14.7M0.0%0.5%+2.7%
11RAYMOND JAMES FINANCIAL INC70,742$12.9M0.0%0.4%-26.6%
12Cetera Investment Advisers61,828$11.3M0.0%0.4%+1.3%
13Merit Financial Group, LLC57,500$10.5M0.1%0.4%+100.0%
14COMMONWEALTH EQUITY SERVICES, LLC56,266$10.3M0.0%0.3%-43.5%
15UBS Group AG54,703$10.0M0.0%0.3%-3.2%
16Kestra Advisory Services, LLC47,683$8.7M0.0%0.3%-54.8%
17COFG Advisors, LLCNEW44,895$8.2M1.4%0.3%new
18ENVESTNET ASSET MANAGEMENT INC44,050$8.0M0.0%0.3%+1.2%
19BANK OF MONTREAL /CAN/40,054$7.3M0.0%0.2%-0.6%
20Cambridge Investment Research Advisors, Inc.39,492$7,1980.0%0.2%+61.4%
21RITHOLTZ WEALTH MANAGEMENT39,080$7.1M0.1%0.2%+100.0%
22FMR LLC38,171$7.0M0.0%0.2%+6.0%
23Creative Planning37,743$6.9M0.0%0.2%-0.6%
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC35,344$6.5M0.0%0.2%-2.8%
25MAI Capital Management33,871$6.2M0.0%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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.