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 | 425k | $83M | -3% | Mar 2026 |
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| LPL Financial | 305k | $48M | -2% | Mar 2026 |
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| Bank of America Corporation | 249k | $40M | 100% | Mar 2026 |
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| Savant Capital Management | 155k | $25M | 0% | Mar 2026 |
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| Pnc Financial Services | 140k | $22M | -2% | Mar 2026 |
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| Wells Fargo & Company | 129k | $20M | -2% | Mar 2026 |
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| Kestra Advisory Services | 106k | $17M | 203% | Mar 2026 |
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| Commonwealth Equity Services | 100k | $16M | -1% | Mar 2026 |
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| Raymond James Financial | 91k | $15M | -5% | Dec 2025 |
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| Apella Capital | 85k | $15M | -1% | Mar 2026 |
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| Royal Bank of Canada | 78k | $12M | 7% | Mar 2026 |
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| Sentinus | 76k | $12M | -3% | Mar 2026 |
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| Advisor Group Holdings | 63k | $11M | 2% | Dec 2025 |
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| Cetera Investment Advisers | 61k | $9.7M | -2% | Mar 2026 |
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| UBS Group | 57k | $9.0M | -10% | Mar 2026 |
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| Envestnet Asset Management | 44k | $6.9M | 0% | Mar 2026 |
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| Ameriprise Financial | 41k | $6.4M | -16% | Mar 2026 |
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| Bank Of Montreal | 40k | $6.4M | 100% | Mar 2026 |
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| Creative Planning | 38k | $6.0M | 3% | Mar 2026 |
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| Steinberganna Wealth Management | 37k | $5.8M | -4% | Mar 2026 |
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| FMR | 34k | $5.6M | -3% | Dec 2025 |
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| MAI Wealth Advisors | 31k | $5.0M | -4% | Mar 2026 |
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| Brian McDonald | 31k | $5.2M | 0% | Dec 2025 |
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| Bank of New York Mellon | 30k | $4.8M | -5% | Mar 2026 |
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| Colony | 30k | $5.0M | 89% | Dec 2025 |
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| Aspiriant | 30k | $4.7M | 0% | Mar 2026 |
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| Fifth Third Bancorp | 30k | $4.7M | 8151% | Mar 2026 |
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| Merit Financial Group | 29k | $4.6M | 1% | Mar 2026 |
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| Money Concepts Capital Corp | 28k | $4.5M | -1% | Mar 2026 |
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| Arkansas Financial | 28k | $4.6M | 7% | Mar 2026 |
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| DSG Capital Advisors | 25k | $3.9M | 0% | Mar 2026 |
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| Private Advisor | 25k | $3.9M | -1% | Mar 2026 |
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| Goldman Sachs Group | 25k | $3.9M | -33% | Mar 2026 |
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| Cambridge Investment Research Advisors | 25k | $3.9M | 23% | Mar 2026 |
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| Captrust Financial Advisors | 24k | $4.0M | 4% | Dec 2025 |
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| First Heartland Consultants | 24k | $3.7M | -2% | Mar 2026 |
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| EP Wealth Advisors | 23k | $3.6M | -1% | Mar 2026 |
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| Asset Advisors Investment Management | 22k | $3.5M | -1% | Mar 2026 |
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| Lido Advisors | 21k | $3.3M | -2% | Mar 2026 |
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| ASL Financial | 20k | $3.2M | 100% | Mar 2026 |
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| Stifel Financial | 20k | $3.2M | 3% | Mar 2026 |
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| Comprehensive Portfolio Management | 20k | $3.1M | 39% | Mar 2026 |
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| Branch Banking & Trust Company | 19k | $3.0M | 0% | Mar 2026 |
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| Ellis Investment Partners | 17k | $2.6M | 1% | Mar 2026 |
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| NorthRock Partners | 17k | $2.6M | -3% | Mar 2026 |
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| Sigma Planning | 16k | $2.6M | 50% | Mar 2026 |
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| LLBH Private Wealth Management | 16k | $2.6M | -3% | Dec 2025 |
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| Steward Partners Investment Advisory | 16k | $2.5M | -4% | Mar 2026 |
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| Citadel Advisors | 15k | $2.4M | 541% | Mar 2026 |
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| Finley Financial | 15k | $2.4M | -6% | Mar 2026 |
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| HighTower Advisors | 14k | $2.3M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 14k | $2.1M | 7% | Mar 2026 |
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| AQR Capital Management | 13k | $2.1M | -4% | Mar 2026 |
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| Stratos Wealth Advisors | 13k | $2.1M | -7% | Mar 2026 |
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| Greykasell Wealth Strategies | 12k | $1.9M | -1% | Mar 2026 |
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| Sage Investment Advisers | 12k | $1.9M | 0% | Mar 2026 |
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| Mine & Arao Wealth Creation & Management | 11k | $1.7M | -1% | Mar 2026 |
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| TNB Financial | 10k | $1.7M | -3% | Dec 2025 |
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| Mercer Global Advisors | 10k | $1.6M | -11% | Mar 2026 |
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| Rockefeller Capital Management | 10k | $1.6M | 3% | Mar 2026 |
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| KERR FINANCIAL PLANNING Corp | 9.8k | $1.7M | 3% | Mar 2026 |
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| IHT Wealth Management | 9.3k | $1.5M | 0% | Dec 2025 |
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| Kaydan Wealth Management | 9.3k | $1.5M | 0% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 9.0k | $1.4M | 0% | Mar 2026 |
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| Kelman-Lazarov | 8.9k | $1.4M | 0% | Mar 2026 |
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| Farther Finance Advisors | 8.7k | $1.4M | 67% | Mar 2026 |
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| Mml Investors Services | 8.1k | $1.3M | 12% | Mar 2026 |
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| Fayez Sarofim & Co | 8.0k | $1.3M | 0% | Dec 2025 |
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| Atlantic Trust | 7.6k | $1.3M | 10% | Dec 2025 |
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| Cullen Frost Bankers | 7.3k | $1.2M | 0% | Mar 2026 |
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| Novak & Powell Financial Services | 7.3k | $1.2M | 0% | Mar 2026 |
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| Chung Wu Investment Group | 7.2k | $1.1M | 38% | Mar 2026 |
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| Mathes Company | 6.9k | $1.1M | 0% | Mar 2026 |
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| Ibex Wealth Advisors | 6.6k | $1.0M | 100% | Mar 2026 |
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| NWF Advisory Services | 6.5k | $1.0M | 0% | Mar 2026 |
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| Cortland Associates | 6.5k | $1.0M | 0% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 6.4k | $1.0M | 100% | Mar 2026 |
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| GenWealth Group | 6.4k | $1.0M | 0% | Mar 2026 |
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| Legacy Capital Group California | 6.3k | $1.0M | 0% | Mar 2026 |
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| Kovitz Investment Group Partners | 6.3k | $1.0M | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 6.3k | $1.0M | 49% | Dec 2025 |
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| Founders Financial Securities | 6.2k | $1.0M | 0% | Mar 2026 |
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| Warren Averett Asset Management | 6.2k | $1.0M | 100% | Dec 2025 |
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| National Bank Of Canada /fi/ | 5.9k | $978k | -16% | Dec 2025 |
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| CIBC Bancorp USA | 5.9k | $931k | 100% | Mar 2026 |
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| Resources Investment Advisors | 5.9k | $928k | 0% | Mar 2026 |
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| Centric Wealth Management | 5.9k | $1.0M | 0% | Mar 2026 |
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| Rik Saylor Financial | 5.8k | $926k | -2% | Mar 2026 |
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| Bawa N Mallick Trust | 5.8k | $911k | 0% | Mar 2026 |
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| Equitable Holdings | 5.7k | $940k | 12% | Mar 2026 |
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| Northern Trust | 5.5k | $917k | -5% | Dec 2025 |
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| V2 Financial group | 5.5k | $872k | -5% | Mar 2026 |
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| Atomi Financial Group | 5.4k | $902k | 0% | Dec 2025 |
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| Badgley Phelps Wealth Managers | 5.4k | $861k | 0% | Mar 2026 |
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| TD Waterhouse Canada | 5.4k | $865k | 15% | Mar 2026 |
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| Riverbend Wealth Management | 5.4k | $856k | 0% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 5.3k | $841k | -3% | Mar 2026 |
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| Patten & Patten | 5.1k | $809k | 0% | Mar 2026 |
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| Narus Financial Partners | 5.1k | $808k | 0% | Mar 2026 |
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| Goss Wealth Management | 5.1k | $805k | 1% | Mar 2026 |
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| Susquehanna International | 5.0k | $822k | -14% | Dec 2025 |
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| New Wave Wealth Advisors | 4.8k | $761k | 0% | Mar 2026 |
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| Janney Montgomery Scott | 4.6k | $734k | -2% | Mar 2026 |
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| Pinnacle Financial Partners | 4.6k | $756k | 100% | Dec 2025 |
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| Advisory Services Network | 4.5k | $747k | -14% | Dec 2025 |
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| Westside Investment Management | 4.4k | $704k | 37% | Mar 2026 |
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| Smithfield Trust Company | 4.4k | $690k | 0% | Mar 2026 |
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| CI Private Wealth | 4.3k | $678k | 37% | Mar 2026 |
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| Daytona Street Capital | 4.2k | $680k | 100% | Mar 2026 |
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| Baird Financial | 4.2k | $697k | 0% | Dec 2025 |
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| Mutual Advisors | 4.2k | $658k | -7% | Mar 2026 |
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| Heritage Investment Group | 4.1k | $649k | 0% | Mar 2026 |
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| Guardian Capital | 4.0k | $632k | -16% | Mar 2026 |
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| United Capital Financial Advisers | 4.0k | $628k | 1% | Mar 2026 |
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| Kestra Private Wealth Services | 3.8k | $609k | 0% | Mar 2026 |
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| Sovereign Financial Group | 3.7k | $591k | -1% | Mar 2026 |
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| SkyOak Wealt | 3.7k | $591k | 0% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 3.7k | $583k | 0% | Mar 2026 |
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| Larson Financial Group | 3.6k | $598k | 0% | Dec 2025 |
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| Clark Asset Management | 3.5k | $561k | 0% | Mar 2026 |
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| Signal Advisors Wealth | 3.5k | $557k | -21% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 3.5k | $552k | 11% | Mar 2026 |
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| Evanson Asset Management | 3.4k | $544k | 0% | Mar 2026 |
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| Ballew Advisors | 3.4k | $568k | -15% | Mar 2026 |
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| AE Wealth Management | 3.4k | $538k | -13% | Mar 2026 |
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| Ccg Wealth Management | 3.3k | $523k | 0% | Mar 2026 |
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| Fairvoy Private Wealth | 3.3k | $522k | 0% | Mar 2026 |
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| Capital Investment Advisors | 3.3k | $517k | -3% | Mar 2026 |
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| Wedbush Morgan Securities | 3.2k | $510k | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 3.1k | $498k | -2% | Mar 2026 |
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| Us Bancorp | 3.1k | $519k | -1% | Dec 2025 |
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| Twin Focus Capital Partners | 3.0k | $506k | 0% | Dec 2025 |
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| Adviser Investments | 3.0k | $482k | 0% | Mar 2026 |
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| Fiduciary Alliance | 3.0k | $518k | 0% | Mar 2026 |
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| Murphy, Middleton, Hinkle & Parker | 3.0k | $475k | -72% | Mar 2026 |
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| Cresset Asset Management | 2.9k | $461k | 100% | Mar 2026 |
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| Laurel Wealth Planning | 2.9k | $452k | 0% | Mar 2026 |
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| Vontobel Holding | 2.8k | $450k | 100% | Mar 2026 |
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| Quantinno Capital Management | 2.8k | $449k | -5% | Mar 2026 |
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| Private Wealth Partners | 2.8k | $447k | 0% | Mar 2026 |
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| Leavell Investment Management | 2.8k | $447k | 0% | Mar 2026 |
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| Sontag Advisory | 2.8k | $441k | -18% | Mar 2026 |
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| CWM | 2.8k | $459k | -1% | Dec 2025 |
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| Nations Financial Group | 2.7k | $430k | 0% | Mar 2026 |
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| Financial Partners Group | 2.7k | $430k | 0% | Mar 2026 |
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| Great Valley Advisor Group | 2.6k | $412k | -1% | Mar 2026 |
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| Summit Wealth Group Llc / Co | 2.6k | $406k | 100% | Mar 2026 |
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| Aspect Partners | 2.3k | $371k | 0% | Mar 2026 |
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| Silver Oak Advisory Group | 2.3k | $370k | -3% | Mar 2026 |
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| Cassaday & Co Wealth Management | 2.3k | $369k | 0% | Mar 2026 |
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| Sonata Capital | 2.3k | $359k | -40% | Mar 2026 |
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| Burke & Herbert Bank & Trust | 2.2k | $343k | -9% | Mar 2026 |
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| Independent Financial Group | 2.0k | $318k | -21% | Mar 2026 |
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| Peachtree Investment Partners | 1.9k | $295k | -23% | Mar 2026 |
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| Sanctuary Advisors | 1.4k | $219k | -43% | Mar 2026 |
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Who sold out of iShares Dow Jones U.S. Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sharp Financial Services | Dec 2025 | 175k | $29M |
| Wealth Enhancement Advisory Services | Dec 2025 | 54k | $9.1M |
| Jpmorgan Chase & Co | Sep 2025 | 24k | $3.9M |
| Tiaa Trust, National Association | Dec 2025 | 7.9k | $1.3M |
| J.w. Cole Advisors | Dec 2025 | 5.8k | $848k |
| Tower Research Capital | Sep 2025 | 3.2k | $522k |
| Keybank National Association | Dec 2025 | 2.6k | $431k |