IYY Institutional Ownership & Shareholders
ISHARES DOW JONES U.S. ETF (IYY) is currently held by 295 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $687.73M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of IYY tracked by InsiderSet, reporting ownership valued at approximately $76.99M in its June 30, 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 $75.26M, representing an estimated loss of -2.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% 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
295
Total Reported Value
$687.73M
Largest Holder
Morgan Stanley
Largest Position
$76.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
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% | 422,361 | $76,988,262 | $75,260,507 | -$1,727,755 | -2.24% | |
| Lpl Financial Llc | 0.01% | 336,065 | $61,257,878 | $59,883,422 | -$1,374,456 | -2.24% | |
| Bank Of America Corp | 0.00% | 248,722 | $45,336,979 | $44,319,773 | -$1,017,206 | -2.24% | |
| Savant Capital, Llc | 0.08% | 154,494 | $28,161,130 | $27,529,286 | -$631,844 | -2.24% | |
| Wells Fargo & Company/Mn | 0.00% | 124,307 | $22,658,625 | $22,150,264 | -$508,361 | -2.24% | |
| Pnc Financial Services Group, Inc. | 0.01% | 114,027 | $20,784,851 | $20,318,471 | -$466,380 | -2.24% | |
| Kestra Advisory Services, Llc | 0.06% | 108,080 | $20,037,950 | $19,258,775 | -$779,175 | -3.89% | |
| Ameriprise Financial Inc | 0.00% | 102,627 | $18,706,791 | $18,287,105 | -$419,686 | -2.24% | |
| Apella Capital, Llc | 0.20% | 84,157 | $15,895,574 | $14,995,936 | -$899,638 | -5.66% | |
| Royal Bank Of Canada | 0.00% | 87,183 | $15,891,000 | $15,535,139 | -$355,861 | -2.24% | |
| Osaic Holdings, Inc. | 0.02% | 80,777 | $14,728,513 | $14,393,654 | -$334,859 | -2.27% | |
| Rothschild Wealth Llc | 1.05% | 71,806 | $13,088,839 | $12,795,111 | -$293,728 | -2.24% | |
| Raymond James Financial Inc | 0.00% | 70,742 | $12,894,878 | $12,605,517 | -$289,361 | -2.24% | |
| Cetera Investment Advisers | 0.01% | 61,828 | $11,269,970 | $11,017,131 | -$252,839 | -2.24% | |
| Ubs Group Ag | 0.00% | 54,703 | $9,971,263 | $9,747,528 | -$223,735 | -2.24% | |
| Creative Planning | 0.00% | 45,280 | $8,394,837 | $8,068,443 | -$326,394 | -3.89% | |
| Cofg Advisors, Llc | 1.41% | 44,895 | $8,183,461 | $7,999,840 | -$183,621 | -2.24% | |
| Envestnet Asset Management Inc | 0.00% | 44,050 | $8,029,377 | $7,849,270 | -$180,108 | -2.24% | |
| Bank Of Montreal | 0.00% | 40,054 | $7,301,043 | $7,137,222 | -$163,821 | -2.24% | |
| Fmr Llc | 0.00% | 38,171 | $6,957,762 | $6,801,690 | -$156,072 | -2.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 35,579 | $6,690,194 | $6,339,822 | -$350,372 | -5.24% | |
| Steinberganna Wealth Management | 2.85% | 35,774 | $6,632,503 | $6,374,569 | -$257,934 | -3.89% | |
| Commonwealth Equity Services, Llc | 0.01% | 35,407 | $6,564,531 | $6,309,173 | -$255,358 | -3.89% | |
| Mai Capital Management | 0.02% | 33,871 | $6,173,980 | $6,035,473 | -$138,507 | -2.24% | |
| Arkansas Financial Group, Inc. | 0.81% | 32,660 | $6,055,164 | $5,819,685 | -$235,479 | -3.89% | |
| Aspiriant, Llc | 0.14% | 29,744 | $5,514,538 | $5,300,083 | -$214,455 | -3.89% | |
| Bank Of New York Mellon Corp | 0.00% | 30,220 | $5,508,587 | $5,384,902 | -$123,685 | -2.25% | |
| Goldman Sachs Group Inc | 0.00% | 29,703 | $5,414,263 | $5,292,778 | -$121,485 | -2.24% | |
| Fifth Third Bancorp | 0.01% | 29,510 | $5,379,083 | $5,258,387 | -$120,696 | -2.24% | |
| Focus Partners Wealth | 0.01% | 29,467 | $5,371,294 | $5,250,725 | -$120,569 | -2.24% | |
| Merit Financial Group, Llc | 0.03% | 28,750 | $5,240,550 | $5,122,963 | -$117,588 | -2.24% | |
| Captrust Financial Advisors | 0.01% | 25,687 | $4,682,166 | $4,577,167 | -$104,999 | -2.24% | |
| Jpmorgan Chase & Co | 0.00% | 25,193 | $4,555,269 | $4,489,141 | -$66,128 | -1.45% | |
| Dsg Capital Advisors, Llc | 0.65% | 24,800 | $4,542,368 | $4,419,112 | -$123,256 | -2.71% | |
| First Heartland Consultants, Inc. | 0.29% | 23,274 | $4,315,006 | $4,147,194 | -$167,812 | -3.89% | |
| Ep Wealth Advisors, Llc | 0.02% | 22,414 | $4,085,624 | $3,993,951 | -$91,673 | -2.24% | |
| Asset Advisors Investment Management, Llc | 0.34% | 21,249 | $3,939,565 | $3,786,359 | -$153,206 | -3.89% | |
| Asl Financial, Llc | 2.60% | 20,480 | $3,796,992 | $3,649,331 | -$147,661 | -3.89% | |
| Stifel Financial Corp | 0.00% | 19,853 | $3,618,994 | $3,537,606 | -$81,388 | -2.25% | |
| Lido Advisors, Llc | 0.01% | 19,592 | $3,571,283 | $3,491,098 | -$80,185 | -2.25% | |
| Ritholtz Wealth Management | 0.05% | 19,540 | $3,561,742 | $3,481,833 | -$79,909 | -2.24% | |
| Aqr Capital Management Llc | 0.00% | 18,809 | $3,428,419 | $3,351,576 | -$76,843 | -2.24% | |
| Ellis Investment Partners, Llc | 0.50% | 18,212 | $3,376,669 | $3,245,196 | -$131,473 | -3.89% | |
| Truist Financial Corp | 0.00% | 17,508 | $3,246,037 | $3,119,751 | -$126,286 | -3.89% | |
| Northrock Partners, Llc | 0.04% | 16,498 | $3,007,255 | $2,939,779 | -$67,476 | -2.24% | |
| Citadel Advisors Llc | 0.00% | 16,335 | $2,977,544 | $2,910,734 | -$66,810 | -2.24% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 15,225 | $2,775,175 | $2,712,943 | -$62,232 | -2.24% | |
| Coastal Bridge Advisors, Llc | 0.16% | 14,592 | $2,659,787 | $2,600,148 | -$59,639 | -2.24% | |
| Finley Financial, Llc | 1.07% | 13,906 | $2,583,735 | $2,477,910 | -$105,825 | -4.10% | |
| Brown Advisory Inc | 0.00% | 12,784 | $2,330,268 | $2,277,981 | -$52,287 | -2.24% |
Frequently asked questions about IYY
Who are the largest institutional holders of IYY?
The largest institutional holders of IYY reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, Savant Capital, Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported IYY position.
What is IYY institutional ownership?
This page tracks IYY positions reported by institutional investment managers through SEC Form 13F. ISHARES DOW JONES U.S. ETF (IYY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IYY?
InsiderSet currently tracks 295 institutional managers reporting IYY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IYY shareholders.
How much IYY stock do institutions own?
Institutional investment managers disclosed approximately $687.73M in IYY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IYY institutional ownership last updated?
The latest IYY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IYY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IYY position after the reporting date.
Are institutions buying or selling IYY?
Institutional buying and selling can be analyzed by comparing IYY positions across consecutive 13F reporting periods. InsiderSet's IYY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IYY ownership changes.
How has IYY institutional ownership changed over time?
InsiderSet tracks IYY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.