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iShares Dow Jones U.S. ETF (IYY) Institutional Ownership

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$128.43
+1.02 (+0.80%)
(As of 05/31/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Dow Jones U.S. ETF (NYSEARCA:IYY)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$53.62M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$35.00M
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IYY Institutional Buying and Selling by Quarter

iShares Dow Jones U.S. ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC31,835$4.08M0.0%+5.6%0.214%
5/24/2024 Cetera Investment Advisers44,681$5.72M0.0%+1,066.6%0.300%
5/17/2024 Comerica Bank33,745$4.32M0.0%-0.3%0.226%
5/16/2024 B. Riley Wealth Advisors Inc.7,245$928K0.0%+13.8%0.049%
5/15/2024 Mount Yale Investment Advisors LLC2,544$326K0.0%N/A0.017%
5/14/2024 EP Wealth Advisors LLC16,088$2.06M0.0%-1.8%0.108%
5/10/2024 Osaic Holdings Inc.63,159$8.09M0.0%-1.3%0.424%
5/10/2024 TIAA Trust National Association9,739$1.25M0.0%-21.5%0.065%
5/10/2024 Cooper Haims Advisors LLC2,297$294K0.2%-12.5%0.015%
5/7/2024 Concurrent Investment Advisors LLC2,976$381K0.0%+46.6%0.020%
5/4/2024 Essex LLC2,170$278K0.1%-21.7%0.015%
5/4/2024 Silver Oak Advisory Group Inc.2,674$343K0.2%-7.8%0.018%
5/2/2024 Main Street Research LLC3,020$387K0.0%-11.3%0.020%
5/1/2024 Janney Montgomery Scott LLC5,184$664K0.0%+116.8%0.035%
5/1/2024 BOK Financial Private Wealth Inc.833$107K0.0%-16.7%0.006%
4/30/2024 Private Advisor Group LLC23,889$3.06M0.0%-1.1%0.160%
4/30/2024 SpiderRock Advisors LLC7,600$954K0.0%N/A0.051%
4/29/2024Commonwealth Equity Services LLC124,279$15.92M0.0%+2.0%0.834%
4/26/2024 BLB&B Advisors LLC1,620$208K0.0%N/A0.011%
4/26/2024 UMB Bank n.a.892$114K0.0%N/A0.006%
4/25/2024 One Day In July LLC1,651$211K0.0%N/A0.011%
4/25/2024 Cambridge Investment Research Advisors Inc.15,544$1.99M0.0%-7.2%0.104%
4/23/2024 Global Retirement Partners LLC1,349$173K0.0%+20.2%0.009%
4/23/2024 Nations Financial Group Inc. IA ADV2,247$288K0.0%-3.7%0.015%
4/23/2024 Fifth Third Bancorp358$46K0.0%-60.0%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.49,216$6.30M0.0%+0.9%0.330%
4/22/2024 Cortland Associates Inc. MO6,723$861K0.1%-3.4%0.045%
4/22/2024 Raymond James & Associates35,558$4.56M0.0%-0.8%0.239%
4/19/2024 Westside Investment Management Inc.2,345$300K0.1%+6.8%0.016%
4/17/2024 Founders Financial Securities LLC6,873$880K0.1%+4.0%0.046%
4/16/2024 Trifecta Capital Advisors LLC1,370$175K0.0%N/A0.009%
4/16/2024 Wealth Enhancement Advisory Services LLC39,873$5.11M0.0%+11.0%0.268%
4/16/2024 Arkansas Financial Group Inc.4,281$548K0.1%+38.2%0.029%
4/15/2024 Sunbelt Securities Inc.7,034$901K0.1%-21.0%0.047%
4/11/2024 GenWealth Group Inc.7,645$979K0.2%-1.5%0.051%
4/10/2024 Thomasville National Bank13,209$1.69M0.1%-3.5%0.089%
4/9/2024 Lowe Wealth Advisors LLC36,158$4.63M2.2%-1.1%0.236%
4/5/2024 CWM LLC2,782$356K0.0%-6.4%0.018%
3/22/2024 PNC Financial Services Group Inc.212,135$24.72M0.0%+18.2%1.382%
3/15/2024 B. Riley Wealth Advisors Inc.6,365$742K0.0%-12.1%0.041%
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2/28/2024 EP Wealth Advisors LLC16,391$1.91M0.0%-3.6%0.107%
2/26/2024 Centaurus Financial Inc.2,167$253K0.0%-8.3%0.014%
2/23/2024 Arkansas Financial Group Inc.3,097$361K0.1%+6.0%0.020%
2/21/2024 Garde Capital Inc.930$108K0.0%N/A0.006%
2/21/2024 Novak & Powell Financial Services Inc.7,732$901K0.6%N/A0.050%
2/16/2024 Aspect Partners LLC2,342$273K0.2%N/A0.015%
2/12/2024 Steward Partners Investment Advisory LLC12,671$1.48M0.0%+1.6%0.083%
2/9/2024 Advisory Services Network LLC1,518$177K0.0%N/A0.010%
2/9/2024 Cambridge Investment Research Advisors Inc.16,754$1.95M0.0%+7.1%0.109%
2/9/2024 Wells Fargo & Company MN105,776$12.33M0.0%+2.2%0.689%
2/9/2024 Gladstone Institutional Advisory LLC2,566$299K0.0%+24.0%0.017%
2/9/2024 UBS Group AG66,972$7.80M0.0%-14.2%0.436%
2/9/2024 PNC Financial Services Group Inc.212,135$24.72M0.0%+18.2%1.382%
2/8/2024 TrinityPoint Wealth LLC20,807$2.43M0.4%-2.6%0.136%
2/8/2024 NorthRock Partners LLC8,364$975K0.1%-21.1%0.054%
2/8/2024 First Heartland Consultants Inc.25,941$3.02M0.4%+11.7%0.169%
2/8/2024 Kingsview Wealth Management LLC2,255$263K0.0%+10.8%0.015%
2/8/2024 Beacon Pointe Advisors LLC2,052$239K0.0%N/A0.013%
2/7/2024 Principal Securities Inc.1,692$197K0.0%N/A0.011%
2/6/2024 Sovereign Financial Group Inc.4,182$487K0.1%N/A0.027%
2/6/2024 Great Valley Advisor Group Inc.7,024$819K0.0%-49.4%0.046%
2/6/2024 Mine & Arao Wealth Creation & Management LLC.11,281$1.32M0.7%+0.9%0.073%
2/5/2024 Savant Capital LLC165,085$19.24M0.2%+1.4%1.075%
2/5/2024 Kestra Private Wealth Services LLC4,995$582K0.0%-4.3%0.033%
2/2/2024 Truist Financial Corp17,767$2.07M0.0%-1.9%0.116%
2/1/2024 Larson Financial Group LLC3,540$412K0.0%-17.3%0.023%
2/1/2024 North Star Asset Management Inc.1,800$210K0.0%N/A0.012%
2/1/2024 Sigma Planning Corp7,512$875K0.1%-43.5%0.049%
1/31/2024 J.W. Cole Advisors Inc.4,604$537K0.0%-16.8%0.030%
1/31/2024 Gray Wealth Management Inc.1,866$217K0.1%N/A0.012%
1/30/2024 Main Street Research LLC3,404$397K0.0%N/A0.022%
1/30/2024 BOK Financial Private Wealth Inc.1,000$117K0.0%N/A0.007%
1/30/2024 Carnegie Capital Asset Management LLC8,979$1.05M0.0%-1.6%0.058%
1/25/2024Vahanian & Associates Financial Planning Inc.2,595$302K1.2%-28.8%0.017%
1/24/2024 Stratos Wealth Advisors LLC6,806$793K0.0%+82.2%0.044%
1/23/2024 Washburn Capital Management Inc.5,947$693K0.5%-2.4%0.039%
1/23/2024 TIAA Trust National Association12,407$1.45M0.0%-1.9%0.081%
1/19/2024 Fifth Third Bancorp896$104K0.0%+66.5%0.006%
1/18/2024 Ballew Advisors Inc4,865$565K0.4%-21.6%0.032%
1/18/2024 Ritholtz Wealth Management14,817$1.73M0.1%-1.8%0.097%
1/18/2024 Planned Solutions Inc.2,106$245K0.1%N/A0.014%
1/16/2024 Raymond James Financial Services Advisors Inc.48,769$5.68M0.0%+28.9%0.318%
1/16/2024 Raymond James & Associates35,859$4.18M0.0%+9.3%0.234%
1/16/2024 MTM Investment Management LLC270$31K0.0%-36.6%0.002%
1/16/2024 Wealthstar Advisors LLC3,129$365K0.1%+59.6%0.020%
1/12/2024 Mutual Advisors LLC7,905$921K0.0%-13.5%0.051%
1/11/2024 GenWealth Group Inc.7,764$905K0.3%-5.6%0.051%
1/11/2024 Thomasville National Bank13,686$1.60M0.1%-3.0%0.089%
1/11/2024 Raymond James Trust N.A.4,380$510K0.0%-24.1%0.029%
1/5/2024 Lowe Wealth Advisors LLC36,576$4.26M2.1%-1.5%0.238%
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1/2/2024 Anchor Investment Management LLC257$30K0.0%N/A0.002%
12/1/2023 B. Riley Wealth Advisors Inc.7,245$760K0.0%-10.0%0.047%
11/24/2023 EP Wealth Advisors LLC17,006$1.78M0.0%-69.1%0.111%
11/16/2023 Westside Investment Management Inc.2,195$229K0.1%+148.0%0.014%
11/16/2023Moneta Group Investment Advisors LLC2,220$232K0.0%N/A0.014%
11/15/2023 Lido Advisors LLC5,688$594K0.0%N/A0.037%
11/14/2023 Mutual Advisors LLC9,143$955K0.0%-1.2%0.060%
11/13/2023 Cary Street Partners Investment Advisory LLC516$54K0.0%N/A0.003%
11/13/2023 Stifel Financial Corp23,585$2.46M0.0%-1.1%0.154%
11/13/2023 LPL Financial LLC307,040$32.08M0.0%+2.6%2.000%
(Data available from 1/1/2016 forward)

IYY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYY shares?

During the previous two years, 177 institutional investors and hedge funds held shares of iShares Dow Jones U.S. ETF. The most heavily invested institutionals were LPL Financial LLC ($32.08M), PNC Financial Services Group Inc. ($24.72M), Savant Capital LLC ($19.24M), Commonwealth Equity Services LLC ($15.92M), Advisor Group Holdings Inc. ($15.42M), Wells Fargo & Company MN ($12.33M), and Bank of Montreal Can ($8.19M).Learn more on IYY's institutional investors.

Which institutional investors have been buying iShares Dow Jones U.S. ETF stock?

Of the 135 institutional investors that purchased iShares Dow Jones U.S. ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Money Concepts Capital Corp ($116.12K), Bank of Montreal Can ($78.80K), PNC Financial Services Group Inc. ($66.62K), Raymond James Financial Services Advisors Inc. ($64.99K), Advisor Group Holdings Inc. ($59.38K), Great Valley Advisor Group Inc. ($53.83K), and Wealthstar Advisors LLC ($49.47K).

How much institutional buying is happening at iShares Dow Jones U.S. ETF?

Institutional investors have bought a total of 1,053,844 shares in the last 24 months. This purchase volume represents approximately $108.11M in transactions.

Which iShares Dow Jones U.S. ETF major shareholders have been selling company stock?

Of the 92 institutional investors that sold iShares Dow Jones U.S. ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Money Concepts Capital Corp ($130.44K), Raymond James Financial Services Advisors Inc. ($58.02K), UBS Group AG ($54.21K), Great Valley Advisor Group Inc. ($43.55K), EP Wealth Advisors LLC ($40.43K), Cambridge Investment Research Advisors Inc. ($37.50K), and Ibex Wealth Advisors ($28.38K).

How much institutional selling is happening at iShares Dow Jones U.S. ETF?

Institutional investors have sold a total of 588,364 shares in the last 24 months. This volume of shares sold represents approximately $59.89M in transactions.


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This page (NYSEARCA:IYY) was last updated on 5/31/2024 by MarketBeat.com Staff

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