Who owns iShares Dow Jones U.S. Index Fund?
- Ticker: IYY
- CUSIP Number: 464287846
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones U.S. Index Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones U.S. Index Fund stock
Who bought or sold iShares Dow Jones U.S. Index Fund this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 472k | $68M | 1% | Dec 2024 |
|
| LPL Financial | 302k | $43M | -10% | Dec 2024 |
|
| Pnc Financial Services | 162k | $23M | -3% | Dec 2024 |
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| Savant Capital Management | 161k | $23M | 0% | Dec 2024 |
|
| Ameriprise Financial | 149k | $21M | 577% | Dec 2024 |
|
| Bank of America Corporation | 141k | $20M | 9% | Dec 2024 |
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| Wells Fargo & Company | 140k | $20M | 12% | Dec 2024 |
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| Sharp Financial Services | 138k | $20M | 4% | Dec 2024 |
|
| Commonwealth Equity Services | 119k | $17M | 2% | Dec 2024 |
|
| Royal Bank of Canada | 95k | $13M | -1% | Dec 2024 |
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| Raymond James Financial | 77k | $11M | 100% | Dec 2024 |
|
| UBS Group | 72k | $10M | 10% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 52k | $7.1M | 8% | Mar 2025 |
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| Cetera Investment Advisers | 51k | $7.3M | -2% | Dec 2024 |
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| Advisor Group Holdings | 44k | $6.1M | -19% | Dec 2024 |
|
| Envestnet Asset Management | 42k | $6.0M | -1% | Dec 2024 |
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| Wedbush Morgan Securities | 39k | $5.5M | 0% | Dec 2024 |
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| Creative Planning | 39k | $5.5M | -2% | Dec 2024 |
|
| Lowe fs | 34k | $4.6M | -1% | Mar 2025 |
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| Brian McDonald | 33k | $4.8M | 6% | Dec 2024 |
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| Bank of New York Mellon | 30k | $4.3M | 2% | Dec 2024 |
|
| Aspiriant | 30k | $4.3M | 0% | Dec 2024 |
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| FMR | 29k | $4.1M | 19% | Dec 2024 |
|
| Merit Financial Group | 29k | $3.9M | 0% | Mar 2025 |
|
| Essential Planning | 27k | $3.9M | 100% | Dec 2024 |
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| Bank Of Montreal | 26k | $3.8M | 2% | Dec 2024 |
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| Money Concepts Capital Corp | 25k | $3.6M | 7% | Dec 2024 |
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| Private Advisor | 25k | $3.6M | 6% | Dec 2024 |
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| DSG Capital Advisors | 25k | $3.5M | 100% | Dec 2024 |
|
| First Heartland Consultants | 24k | $3.4M | 0% | Dec 2024 |
|
| Asset Advisors Investment Management | 24k | $3.4M | -1% | Dec 2024 |
|
| Captrust Financial Advisors | 24k | $3.4M | 0% | Dec 2024 |
|
| EP Wealth Advisors | 23k | $3.3M | 45% | Dec 2024 |
|
| Elevation Capital Advisory | 23k | $3.3M | 2% | Dec 2024 |
|
| GeoWealth Management | 23k | $3.3M | 2% | Dec 2024 |
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| Greykasell Wealth Strategies | 22k | $3.2M | 100% | Dec 2024 |
|
| Stifel Financial | 22k | $3.1M | 0% | Dec 2024 |
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| Citadel Advisors | 21k | $2.9M | 100% | Dec 2024 |
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| TrinityPoint Wealth | 19k | $2.7M | -5% | Dec 2024 |
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| Jane Street | 18k | $2.6M | 48% | Dec 2024 |
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| Finley Financial | 18k | $2.6M | 100% | Dec 2024 |
|
| NorthRock Partners | 17k | $2.5M | 245% | Dec 2024 |
|
| Branch Banking & Trust Company | 17k | $2.4M | -4% | Dec 2024 |
|
| Kestra Advisory Services | 17k | $2.4M | 28% | Dec 2024 |
|
| Stratos Wealth Advisors | 15k | $2.2M | -27% | Dec 2024 |
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| Arkansas Financial | 15k | $2.1M | 13% | Dec 2024 |
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| Colony | 15k | $2.1M | 95% | Dec 2024 |
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| Cambridge Investment Research Advisors | 15k | $2.1M | -11% | Dec 2024 |
|
| HighTower Advisors | 14k | $2.0M | -64% | Dec 2024 |
|
| Comprehensive Portfolio Management | 14k | $2.0M | 0% | Dec 2024 |
|
| Nilsine Partners | 14k | $2.0M | 14% | Dec 2024 |
|
| Goldman Sachs Group | 13k | $1.9M | 523% | Dec 2024 |
|
| TNB Financial | 12k | $1.7M | -2% | Mar 2025 |
|
| Steward Partners Investment Advisory | 12k | $1.7M | -1% | Dec 2024 |
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| Ellis Investment Partners | 12k | $1.7M | 9% | Dec 2024 |
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| Mercer Global Advisors | 11k | $1.6M | 1% | Dec 2024 |
|
| Mine & Arao Wealth Creation & Management | 11k | $1.6M | -3% | Dec 2024 |
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| CFG Asset Management | 9.8k | $1.3M | -17% | Mar 2025 |
|
| Brown Advisory Holdings Incorporated | 9.7k | $1.4M | 7% | Dec 2024 |
|
| Seven Mile Advisory | 9.3k | $1.3M | 0% | Dec 2024 |
|
| Kaydan Wealth Management | 9.3k | $1.3M | 0% | Dec 2024 |
|
| New Wave Wealth Advisors | 9.1k | $1.3M | 100% | Dec 2024 |
|
| Mathes Company | 9.0k | $1.3M | 0% | Dec 2024 |
|
| Sigma Planning | 8.9k | $1.3M | -21% | Dec 2024 |
|
| Kelman-Lazarov | 8.9k | $1.3M | 0% | Dec 2024 |
|
| Fayez Sarofim & Co | 8.0k | $1.1M | 0% | Dec 2024 |
|
| Lido Advisors | 7.8k | $1.1M | 4% | Dec 2024 |
|
| BlackRock | 7.6k | $1.1M | 100% | Dec 2024 |
|
| IHT Wealth Management | 7.6k | $1.1M | 0% | Dec 2024 |
|
| Tiaa Trust, National Association | 7.3k | $1.0M | 0% | Dec 2024 |
|
| Novak & Powell Financial Services | 7.3k | $1.0M | 0% | Dec 2024 |
|
| Cullen Frost Bankers | 7.3k | $1.0M | 0% | Dec 2024 |
|
| Mml Investors Services | 7.2k | $1.0M | 5% | Dec 2024 |
|
| Foundations Investment Advisors | 7.1k | $1.0M | 14% | Dec 2024 |
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| Mutual Advisors | 7.1k | $1.0M | -4% | Dec 2024 |
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| National Bank Of Canada /fi/ | 7.0k | $1.0M | -1% | Dec 2024 |
|
| Davenport & Co | 7.0k | $1.0M | -1% | Dec 2024 |
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| Mariner Wealth Advisors | 7.0k | $1.0M | 0% | Dec 2024 |
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| Jpmorgan Chase & Co | 7.0k | $997k | -44% | Dec 2024 |
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| AE Wealth Management | 7.0k | $997k | 14% | Dec 2024 |
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| Rik Saylor Financial | 6.9k | $988k | 100% | Dec 2024 |
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| Tower Research Capital | 6.8k | $979k | 2415% | Dec 2024 |
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| GenWealth Group | 6.5k | $889k | -3% | Mar 2025 |
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| Cortland Associates | 6.5k | $930k | 0% | Dec 2024 |
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| Resources Investment Advisors | 6.4k | $914k | 0% | Dec 2024 |
|
| Chung Wu Investment Group | 6.4k | $912k | 100% | Dec 2024 |
|
| Centric Wealth Management | 6.3k | $907k | 0% | Dec 2024 |
|
| Atlantic Trust | 6.3k | $906k | 0% | Dec 2024 |
|
| Founders Financial Securities | 6.2k | $892k | 0% | Dec 2024 |
|
| Pinnacle Financial Partners | 5.9k | $821k | 0% | Dec 2024 |
|
| V2 Financial group | 5.8k | $830k | 0% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 5.8k | $827k | -3% | Dec 2024 |
|
| Congress Wealth Management LLC / DE / | 5.7k | $820k | 3% | Dec 2024 |
|
| Belvedere Trading | 5.7k | $816k | -14% | Dec 2024 |
|
| Farther Finance Advisors | 5.6k | $770k | 0% | Mar 2025 |
|
| Sonata Capital | 5.5k | $794k | -8% | Dec 2024 |
|
| Northern Trust | 5.4k | $779k | 0% | Dec 2024 |
|
| Susquehanna International | 5.4k | $778k | -34% | Dec 2024 |
|
| Badgley Phelps Wealth Managers | 5.4k | $778k | 0% | Dec 2024 |
|
| Riverbend Wealth Management | 5.4k | $773k | 100% | Dec 2024 |
|
| TD Waterhouse Canada | 5.4k | $770k | -18% | Dec 2024 |
|
| J.w. Cole Advisors | 5.4k | $768k | 2% | Dec 2024 |
|
| Narus Financial Partners | 5.2k | $741k | 0% | Dec 2024 |
|
| Great Valley Advisor Group | 5.0k | $709k | -8% | Dec 2024 |
|
| Ballew Advisors | 4.7k | $616k | 0% | Mar 2025 |
|
| United Capital Financial Advisers | 4.6k | $665k | -5% | Dec 2024 |
|
| Optivise Advisory Services | 4.6k | $659k | -3% | Dec 2024 |
|
| Synovus Financial Corp. | 4.5k | $637k | 0% | Dec 2024 |
|
| Janney Montgomery Scott | 4.4k | $624k | 100% | Dec 2024 |
|
| Smithfield Trust Company | 4.4k | $623k | 0% | Dec 2024 |
|
| Kestra Private Wealth Services | 4.3k | $615k | -3% | Dec 2024 |
|
| CI Private Wealth | 4.1k | $593k | -16% | Dec 2024 |
|
| Heritage Investment Group | 4.1k | $586k | 0% | Dec 2024 |
|
| Goss Wealth Management | 4.1k | $580k | 8% | Dec 2024 |
|
| AQR Capital Management | 4.0k | $575k | 0% | Dec 2024 |
|
| Sovereign Financial Group | 4.0k | $541k | 0% | Mar 2025 |
|
| Washburn Capital Management | 3.8k | $547k | 0% | Dec 2024 |
|
| Sunbelt Securities | 3.8k | $548k | -11% | Dec 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 3.8k | $541k | 0% | Dec 2024 |
|
| Baird Financial | 3.7k | $523k | 0% | Dec 2024 |
|
| Princeton Global Asset Management | 3.6k | $490k | 0% | Mar 2025 |
|
| Larson Financial Group | 3.6k | $511k | 0% | Dec 2024 |
|
| Concurrent Investment Advisors | 3.5k | $504k | -1% | Dec 2024 |
|
| Fairvoy Private Wealth | 3.4k | $486k | 100% | Dec 2024 |
|
| Evanson Asset Management | 3.4k | $485k | 0% | Dec 2024 |
|
| Ccg Wealth Management | 3.3k | $473k | 0% | Dec 2024 |
|
| Capital Investment Advisors | 3.3k | $448k | 0% | Mar 2025 |
|
| Watts Gwilliam & Co | 3.2k | $460k | 7% | Dec 2024 |
|
| Burke & Herbert Bank & Trust | 3.2k | $453k | 0% | Dec 2024 |
|
| Equitable Holdings | 3.2k | $452k | 2% | Dec 2024 |
|
| Adviser Investments | 3.1k | $446k | 0% | Dec 2024 |
|
| Apollon Financial | 3.0k | $434k | 0% | Dec 2024 |
|
| Fiduciary Alliance | 3.0k | $410k | 0% | Mar 2025 |
|
| Murphy, Middleton, Hinkle & Parker | 3.0k | $408k | 0% | Mar 2025 |
|
| Freestone Capital Holdings | 3.0k | $424k | 100% | Dec 2024 |
|
| Sanctuary Advisors | 2.9k | $427k | 3% | Dec 2024 |
|
| Laurel Wealth Planning | 2.9k | $408k | -7% | Dec 2024 |
|
| Financial Partners Group | 2.8k | $407k | 0% | Dec 2024 |
|
| MEMBERS Trust | 2.8k | $406M | 0% | Dec 2024 |
|
| Private Wealth Partners | 2.8k | $404k | 0% | Dec 2024 |
|
| Leavell Investment Management | 2.8k | $403k | 0% | Dec 2024 |
|
| Westside Investment Management | 2.8k | $400k | 19% | Dec 2024 |
|
| CWM | 2.8k | $398k | 0% | Dec 2024 |
|
| Quantinno Capital Management | 2.8k | $395k | 0% | Dec 2024 |
|
| Silver Oak Advisory Group | 2.8k | $393k | 0% | Dec 2024 |
|
| KKM Financial | 2.7k | $388k | 100% | Dec 2024 |
|
| Federation des caisses Desjardins du Quebec | 2.7k | $387k | 0% | Dec 2024 |
|
| Advisory Services Network | 2.7k | $386k | 12% | Dec 2024 |
|
| Edge Wealth Management | 2.7k | $361k | 0% | Mar 2025 |
|
| Jones Financial Companies, L.L | 2.6k | $372k | 637% | Dec 2024 |
|
| Nottingham Advisors | 2.4k | $348k | -23% | Dec 2024 |
|
| Great Lakes Retirement | 2.4k | $345k | -25% | Dec 2024 |
|
| Signal Advisors Wealth | 2.4k | $322k | -20% | Mar 2025 |
|
Who sold out of iShares Dow Jones U.S. Index Fund?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Ibex Wealth Advisors | Dec 2024 | 32k | $4.6M |
| Flow Traders US | Sep 2024 | 24k | $3.4M |
| Kovitz Investment Group Partners | Sep 2024 | 16k | $2.3M |
| Heritage Oak Wealth Advisors | Sep 2024 | 9.1k | $1.3M |
| Cresset Asset Management | Sep 2024 | 2.9k | $407k |