ISHARES DOW JONES U.S. ETF (IYY) Top Institutional Shareholders
ISHARES DOW JONES U.S. ETF (IYY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $580.01M in IYY holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IYY tracked by InsiderSet, reporting ownership valued at approximately $67.26M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $76.47M, representing an estimated gain of +13.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed IYY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES DOW JONES U.S. ETF (IYY).
This page ranks the largest institutional IYY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
276
Total Reported Value
$580.01M
Largest Holder
Morgan Stanley
Largest Position
$67.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
149
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 424,458 | $67,255,557 | $76,474,598 | +$9,219,041 | +13.71% | |
| Lpl Financial Llc | 0.01% | 304,502 | $48,248,380 | $54,862,125 | +$6,613,745 | +13.71% | |
| Bank Of America Corp | 0.00% | 249,037 | $39,459,981 | $44,868,996 | +$5,409,015 | +13.71% | |
| Savant Capital, Llc | 0.12% | 154,718 | $24,515,101 | $27,875,542 | +$3,360,441 | +13.71% | |
| Wells Fargo & Company/Mn | 0.00% | 128,510 | $20,362,396 | $23,153,647 | +$2,791,251 | +13.71% | |
| Pnc Financial Services Group, Inc. | 0.01% | 114,164 | $18,089,317 | $20,568,928 | +$2,479,611 | +13.71% | |
| Kestra Advisory Services, Llc | 0.06% | 105,487 | $16,714,337 | $19,005,593 | +$2,291,256 | +13.71% | |
| Commonwealth Equity Services, Llc | 0.02% | 99,656 | $15,790,541 | $17,955,022 | +$2,164,481 | +13.71% | |
| Raymond James Financial Inc | 0.00% | 96,343 | $15,265,529 | $17,358,118 | +$2,092,589 | +13.71% | |
| Apella Capital, Llc | 0.22% | 84,787 | $14,664,760 | $15,276,074 | +$611,314 | +4.17% | |
| Osaic Holdings, Inc. | 0.02% | 78,622 | $12,460,839 | $14,165,326 | +$1,704,487 | +13.68% | |
| Royal Bank Of Canada | 0.00% | 77,895 | $12,342,000 | $14,034,342 | +$1,692,342 | +13.71% | |
| Rothschild Wealth Llc | 1.08% | 75,755 | $12,003,359 | $13,648,778 | +$1,645,419 | +13.71% | |
| Cetera Investment Advisers | 0.01% | 61,041 | $9,671,891 | $10,997,757 | +$1,325,866 | +13.71% | |
| Ubs Group Ag | 0.00% | 56,528 | $8,956,862 | $10,184,650 | +$1,227,788 | +13.71% | |
| Envestnet Asset Management Inc | 0.00% | 43,544 | $6,899,602 | $7,845,322 | +$945,720 | +13.71% | |
| Ameriprise Financial Inc | 0.00% | 40,671 | $6,442,355 | $7,327,694 | +$885,339 | +13.74% | |
| Bank Of Montreal | 0.00% | 40,297 | $6,385,059 | $7,260,310 | +$875,251 | +13.71% | |
| Creative Planning | 0.00% | 37,974 | $6,017,035 | $6,841,776 | +$824,741 | +13.71% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 36,378 | $5,813,532 | $6,554,224 | +$740,692 | +12.74% | |
| Steinberganna Wealth Management | 2.79% | 36,598 | $5,798,982 | $6,593,862 | +$794,880 | +13.71% | |
| Fmr Llc | 0.00% | 35,994 | $5,703,195 | $6,485,039 | +$781,844 | +13.71% | |
| Mai Capital Management | 0.03% | 31,291 | $4,958,037 | $5,637,699 | +$679,662 | +13.71% | |
| Bank Of New York Mellon Corp | 0.00% | 30,227 | $4,789,513 | $5,445,999 | +$656,486 | +13.71% | |
| Aspiriant, Llc | 0.13% | 29,744 | $4,712,937 | $5,358,976 | +$646,039 | +13.71% | |
| Fifth Third Bancorp | 0.01% | 29,537 | $4,680,137 | $5,321,681 | +$641,544 | +13.71% | |
| Focus Partners Wealth | 0.01% | 29,438 | $4,664,577 | $5,303,844 | +$639,267 | +13.70% | |
| Arkansas Financial Group, Inc. | 0.64% | 27,983 | $4,608,240 | $5,041,697 | +$433,457 | +9.41% | |
| Merit Financial Group, Llc | 0.03% | 28,750 | $4,555,438 | $5,179,888 | +$624,450 | +13.71% | |
| Money Concepts Capital Corp | 0.25% | 28,362 | $4,493,993 | $5,109,982 | +$615,989 | +13.71% | |
| Dsg Capital Advisors, Llc | 0.63% | 24,800 | $3,929,560 | $4,468,216 | +$538,656 | +13.71% | |
| Private Advisor Group, Llc | 0.02% | 24,797 | $3,929,121 | $4,467,675 | +$538,554 | +13.71% | |
| Goldman Sachs Group Inc | 0.00% | 24,505 | $3,882,817 | $4,415,066 | +$532,249 | +13.71% | |
| Captrust Financial Advisors | 0.01% | 24,204 | $3,835,088 | $4,360,835 | +$525,747 | +13.71% | |
| First Heartland Consultants, Inc. | 0.29% | 23,572 | $3,734,945 | $4,246,967 | +$512,022 | +13.71% | |
| Ep Wealth Advisors, Llc | 0.02% | 22,534 | $3,570,512 | $4,059,951 | +$489,439 | +13.71% | |
| Asset Advisors Investment Management, Llc | 0.33% | 22,049 | $3,493,664 | $3,972,568 | +$478,904 | +13.71% | |
| Lido Advisors, Llc | 0.01% | 21,058 | $3,336,769 | $3,794,020 | +$457,251 | +13.70% | |
| Asl Financial, Llc | 2.58% | 20,390 | $3,230,796 | $3,673,666 | +$442,870 | +13.71% | |
| Stifel Financial Corp | 0.00% | 20,036 | $3,174,850 | $3,609,886 | +$435,036 | +13.70% | |
| Ritholtz Wealth Management | 0.05% | 19,542 | $3,096,422 | $3,520,882 | +$424,460 | +13.71% | |
| Truist Financial Corp | 0.00% | 19,127 | $3,030,696 | $3,446,112 | +$415,416 | +13.71% | |
| Ellis Investment Partners, Llc | 0.46% | 16,700 | $2,646,266 | $3,008,839 | +$362,573 | +13.70% | |
| Northrock Partners, Llc | 0.04% | 16,498 | $2,614,108 | $2,972,445 | +$358,337 | +13.71% | |
| Sigma Planning Corp | 0.07% | 16,321 | $2,586,126 | $2,940,555 | +$354,429 | +13.71% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 15,532 | $2,461,045 | $2,798,400 | +$337,355 | +13.71% | |
| Coastal Bridge Advisors, Llc | 0.17% | 15,307 | $2,425,357 | $2,757,862 | +$332,505 | +13.71% | |
| Finley Financial, Llc | 1.11% | 15,017 | $2,379,444 | $2,705,613 | +$326,169 | +13.71% | |
| Hightower Advisors, Llc | 0.00% | 14,310 | $2,267,358 | $2,578,233 | +$310,875 | +13.71% | |
| Mariner, Llc | 0.00% | 13,473 | $2,134,753 | $2,427,430 | +$292,677 | +13.71% |
Frequently asked questions about IYY
Who owns the most IYY stock?
The largest holders of IYY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES DOW JONES U.S. ETF (IYY).
Is IYY widely held by superinvestors?
Many widely followed stocks like IYY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IYY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.