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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| LPL Financial | 312k | $52M | -7% | Dec 2025 |
|
| Sharp Financial Services | 175k | $29M | 5% | Dec 2025 |
|
| Savant Capital Management | 155k | $26M | 1% | Dec 2025 |
|
| Pnc Financial Services | 143k | $24M | -1% | Dec 2025 |
|
| Wells Fargo & Company | 131k | $22M | -3% | Dec 2025 |
|
| Commonwealth Equity Services | 100k | $17M | -10% | Dec 2025 |
|
| Raymond James Financial | 91k | $15M | -5% | Dec 2025 |
|
| Apella Capital | 85k | $15M | -1% | Mar 2026 |
|
| Sentinus | 78k | $13M | 100% | Dec 2025 |
|
| Advisor Group Holdings | 63k | $11M | 2% | Dec 2025 |
|
| UBS Group | 63k | $10M | -6% | Dec 2025 |
|
| Cetera Investment Advisers | 62k | $10M | 3% | Dec 2025 |
|
| Ameriprise Financial | 49k | $8.1M | 42% | Dec 2025 |
|
| Envestnet Asset Management | 44k | $7.2M | 2% | Dec 2025 |
|
| Creative Planning | 37k | $6.1M | -3% | Dec 2025 |
|
| Goldman Sachs Group | 37k | $6.1M | -7% | Dec 2025 |
|
| Steinberganna Wealth Management | 37k | $5.8M | -4% | Mar 2026 |
|
| Kestra Advisory Services | 35k | $5.8M | 21% | Dec 2025 |
|
| FMR | 34k | $5.6M | -3% | Dec 2025 |
|
| MAI Wealth Advisors | 33k | $5.4M | 11198% | Dec 2025 |
|
| Bank of New York Mellon | 32k | $5.3M | 7% | Dec 2025 |
|
| Brian McDonald | 31k | $5.2M | 0% | Dec 2025 |
|
| Colony | 30k | $5.0M | 89% | Dec 2025 |
|
| Aspiriant | 30k | $4.9M | 0% | Dec 2025 |
|
| Merit Financial Group | 29k | $4.6M | 1% | Mar 2026 |
|
| Money Concepts Capital Corp | 29k | $4.7M | 12% | Dec 2025 |
|
| Arkansas Financial | 28k | $4.6M | 7% | Mar 2026 |
|
| Private Advisor | 25k | $4.2M | 1% | Dec 2025 |
|
| DSG Capital Advisors | 25k | $4.2M | 100% | Dec 2025 |
|
| Captrust Financial Advisors | 24k | $4.0M | 4% | Dec 2025 |
|
| First Heartland Consultants | 24k | $3.7M | -2% | Mar 2026 |
|
| EP Wealth Advisors | 23k | $3.8M | 100% | Dec 2025 |
|
| Asset Advisors Investment Management | 22k | $3.5M | -1% | Mar 2026 |
|
| Lido Advisors | 22k | $3.5M | 0% | Dec 2025 |
|
| ASL Financial | 20k | $3.2M | 100% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 20k | $3.3M | -1% | Dec 2025 |
|
| Stifel Financial | 20k | $3.2M | -5% | Dec 2025 |
|
| Branch Banking & Trust Company | 19k | $3.2M | 1% | Dec 2025 |
|
| NorthRock Partners | 17k | $2.8M | 100% | Dec 2025 |
|
| Ellis Investment Partners | 17k | $2.7M | 6% | Dec 2025 |
|
| Steward Partners Investment Advisory | 16k | $2.7M | 24% | Dec 2025 |
|
| Finley Financial | 16k | $2.7M | -1% | Dec 2025 |
|
| LLBH Private Wealth Management | 16k | $2.6M | -3% | Dec 2025 |
|
| HighTower Advisors | 14k | $2.4M | 5% | Dec 2025 |
|
| Stratos Wealth Advisors | 14k | $2.3M | -2% | Dec 2025 |
|
| Comprehensive Portfolio Management | 14k | $2.3M | 0% | Dec 2025 |
|
| AQR Capital Management | 14k | $2.3M | 20% | Dec 2025 |
|
| Mariner Wealth Advisors | 13k | $2.1M | 0% | Dec 2025 |
|
| Greykasell Wealth Strategies | 12k | $2.0M | -5% | Dec 2025 |
|
| Sage Investment Advisers | 12k | $1.9M | 0% | Mar 2026 |
|
| Mercer Global Advisors | 12k | $1.9M | 1% | Dec 2025 |
|
| Sigma Planning | 11k | $1.8M | 3% | Dec 2025 |
|
| Mine & Arao Wealth Creation & Management | 11k | $1.8M | -1% | Dec 2025 |
|
| TNB Financial | 10k | $1.7M | -3% | Dec 2025 |
|
| Rockefeller Capital Management | 9.7k | $1.6M | 304% | Dec 2025 |
|
| KERR FINANCIAL PLANNING Corp | 9.5k | $1.6M | 27% | Dec 2025 |
|
| IHT Wealth Management | 9.3k | $1.5M | 0% | Dec 2025 |
|
| Kaydan Wealth Management | 9.3k | $1.5M | 0% | Dec 2025 |
|
| Brown Advisory Holdings Incorporated | 9.0k | $1.5M | 0% | Dec 2025 |
|
| Kelman-Lazarov | 8.9k | $1.5M | 0% | Dec 2025 |
|
| Farther Finance Advisors | 8.7k | $1.4M | 67% | Mar 2026 |
|
| Fayez Sarofim & Co | 8.0k | $1.3M | 0% | Dec 2025 |
|
| Tiaa Trust, National Association | 7.9k | $1.3M | 0% | Dec 2025 |
|
| Atlantic Trust | 7.6k | $1.3M | 10% | Dec 2025 |
|
| Cullen Frost Bankers | 7.3k | $1.2M | 0% | Dec 2025 |
|
| Novak & Powell Financial Services | 7.3k | $1.2M | 0% | Dec 2025 |
|
| Mml Investors Services | 7.3k | $1.2M | 0% | Dec 2025 |
|
| Mathes Company | 6.9k | $1.1M | -22% | Dec 2025 |
|
| NWF Advisory Services | 6.5k | $1.1M | 0% | Dec 2025 |
|
| Cortland Associates | 6.5k | $1.1M | 0% | Dec 2025 |
|
| GenWealth Group | 6.4k | $1.1M | 0% | Dec 2025 |
|
| Jones Financial Companies, L.L | 6.3k | $1.0M | 49% | Dec 2025 |
|
| Legacy Capital Group California | 6.3k | $1.0M | 100% | Dec 2025 |
|
| Kovitz Investment Group Partners | 6.3k | $1.0M | -55% | Dec 2025 |
|
| Founders Financial Securities | 6.2k | $1.0M | 0% | Mar 2026 |
|
| Warren Averett Asset Management | 6.2k | $1.0M | 100% | Dec 2025 |
|
| Rik Saylor Financial | 6.0k | $988k | -3% | Dec 2025 |
|
| National Bank Of Canada /fi/ | 5.9k | $978k | -16% | Dec 2025 |
|
| Resources Investment Advisors | 5.9k | $973k | 0% | Dec 2025 |
|
| Centric Wealth Management | 5.8k | $988k | 0% | Dec 2025 |
|
| J.w. Cole Advisors | 5.8k | $848k | -5% | Dec 2025 |
|
| V2 Financial group | 5.8k | $962k | 0% | Dec 2025 |
|
| Bawa N Mallick Trust | 5.8k | $953k | 0% | Dec 2025 |
|
| Northern Trust | 5.5k | $917k | -5% | Dec 2025 |
|
| Federation des caisses Desjardins du Quebec | 5.5k | $905k | 20% | Dec 2025 |
|
| Atomi Financial Group | 5.4k | $902k | 0% | Dec 2025 |
|
| Badgley Phelps Wealth Managers | 5.4k | $861k | 0% | Mar 2026 |
|
| Riverbend Wealth Management | 5.4k | $895k | 0% | Dec 2025 |
|
| Chung Wu Investment Group | 5.2k | $866k | 0% | Dec 2025 |
|
| Patten & Patten | 5.1k | $847k | 0% | Dec 2025 |
|
| Narus Financial Partners | 5.1k | $846k | 0% | Dec 2025 |
|
| Equitable Holdings | 5.1k | $840k | 3% | Dec 2025 |
|
| Goss Wealth Management | 5.0k | $833k | -10% | Dec 2025 |
|
| Susquehanna International | 5.0k | $822k | -14% | Dec 2025 |
|
| New Wave Wealth Advisors | 4.8k | $796k | 0% | Dec 2025 |
|
| Guardian Capital | 4.7k | $787k | 100% | Dec 2025 |
|
| Janney Montgomery Scott | 4.7k | $784k | 0% | Dec 2025 |
|
| TD Waterhouse Canada | 4.7k | $780k | -5% | Dec 2025 |
|
| Pinnacle Financial Partners | 4.6k | $756k | 100% | Dec 2025 |
|
| Advisory Services Network | 4.5k | $747k | -14% | Dec 2025 |
|
| Mutual Advisors | 4.5k | $742k | -8% | Dec 2025 |
|
| Smithfield Trust Company | 4.4k | $722k | 0% | Dec 2025 |
|
| Daytona Street Capital | 4.2k | $680k | 100% | Mar 2026 |
|
| CI Private Wealth | 3.1k | $518k | 0% | Dec 2025 |
|
| Baird Financial | 4.2k | $697k | 0% | Dec 2025 |
|
| Heritage Investment Group | 4.1k | $679k | 0% | Dec 2025 |
|
| United Capital Financial Advisers | 3.9k | $651k | -6% | Dec 2025 |
|
| AE Wealth Management | 3.9k | $649k | -6% | Dec 2025 |
|
| Kestra Private Wealth Services | 3.8k | $638k | -5% | Dec 2025 |
|
| Sonata Capital | 3.8k | $624k | -36% | Dec 2025 |
|
| Sovereign Financial Group | 3.7k | $591k | -1% | Mar 2026 |
|
| SkyOak Wealt | 3.7k | $619k | -4% | Dec 2025 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 3.7k | $610k | -14% | Dec 2025 |
|
| Larson Financial Group | 3.6k | $598k | 0% | Dec 2025 |
|
| Clark Asset Management | 3.5k | $561k | 0% | Mar 2026 |
|
| Signal Advisors Wealth | 3.5k | $557k | -21% | Mar 2026 |
|
| Evanson Asset Management | 3.4k | $544k | 0% | Mar 2026 |
|
| Ballew Advisors | 3.4k | $568k | -15% | Mar 2026 |
|
| Sontag Advisory | 3.4k | $565k | 106% | Dec 2025 |
|
| Ccg Wealth Management | 3.3k | $523k | 0% | Mar 2026 |
|
| Fairvoy Private Wealth | 3.3k | $546k | 0% | Dec 2025 |
|
| Capital Investment Advisors | 3.3k | $517k | -3% | Mar 2026 |
|
| Westside Investment Management | 3.2k | $538k | 9% | Dec 2025 |
|
| Wedbush Morgan Securities | 3.2k | $534k | -29% | Dec 2025 |
|
| Concurrent Investment Advisors | 3.2k | $533k | -2% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 3.1k | $522k | 0% | Dec 2025 |
|
| Us Bancorp | 3.1k | $519k | -1% | Dec 2025 |
|
| Twin Focus Capital Partners | 3.0k | $506k | 0% | Dec 2025 |
|
| Adviser Investments | 3.0k | $505k | 1% | Dec 2025 |
|
| Fiduciary Alliance | 3.0k | $503k | 0% | Dec 2025 |
|
| Murphy, Middleton, Hinkle & Parker | 3.0k | $475k | -72% | Mar 2026 |
|
| Quantinno Capital Management | 3.0k | $495k | 8% | Dec 2025 |
|
| Laurel Wealth Planning | 2.9k | $473k | 0% | Dec 2025 |
|
| Private Wealth Partners | 2.8k | $468k | 0% | Dec 2025 |
|
| Leavell Investment Management | 2.8k | $467k | 0% | Dec 2025 |
|
| CWM | 2.8k | $459k | -1% | Dec 2025 |
|
| Nations Financial Group | 2.7k | $430k | 0% | Mar 2026 |
|
| Financial Partners Group | 2.7k | $430k | 0% | Mar 2026 |
|
| Great Valley Advisor Group | 2.6k | $434k | -3% | Dec 2025 |
|
| Keybank National Association | 2.6k | $431k | -13% | Dec 2025 |
|
| Sanctuary Advisors | 2.4k | $401k | 1% | Dec 2025 |
|
| Silver Oak Advisory Group | 2.4k | $400k | -5% | Dec 2025 |
|
| Peachtree Investment Partners | 2.4k | $398k | 0% | Dec 2025 |
|
| Citadel Advisors | 2.4k | $398k | -48% | Dec 2025 |
|
| Burke & Herbert Bank & Trust | 2.4k | $395k | -3% | Dec 2025 |
|
| Aspect Partners | 2.3k | $371k | 0% | Mar 2026 |
|
| Cassaday & Co Wealth Management | 2.3k | $387k | 0% | Dec 2025 |
|
| Wiley Bros.-aintree Capital | 2.3k | $386k | 100% | Dec 2025 |
|
| Penobscot Wealth Management | 2.3k | $383k | 0% | Dec 2025 |
|
| Edge Wealth Management | 2.0k | $329k | -20% | Dec 2025 |
|
| Geneos Wealth Management | 1.6k | $269k | -33% | Dec 2025 |
|
| Freestone Capital Holdings | 1.5k | $248k | -53% | Dec 2025 |
|
| Princeton Global Asset Management | 1.2k | $199k | -67% | Dec 2025 |
|
| BlackRock | 984.00 | $163k | -86% | Dec 2025 |
|
Who sold out of iShares Dow Jones U.S. Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 54k | $9.1M |
| Elevation Capital Advisory | Sep 2025 | 18k | $2.9M |
| Nilsine Partners | Sep 2025 | 17k | $2.8M |
| Belvedere Trading | Sep 2025 | 11k | $1.7M |
| CFG Asset Management | Sep 2025 | 10k | $1.7M |
| Ibex Wealth Advisors | Sep 2025 | 6.6k | $1.1M |
| Brighton Jones | Sep 2025 | 4.2k | $678k |
| Tower Research Capital | Sep 2025 | 3.2k | $522k |
| Pensionmark Financial Group | Sep 2025 | 2.7k | $441k |
| Vestmark Advisory Solutions | Sep 2025 | 2.7k | $441k |