ISHARES DOW JONES U.S. ETF (IYY) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $669.60M 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 $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 $78.27M, representing an estimated gain of +1.66% 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
286
Total Reported Value
$669.60M
Largest Holder
Morgan Stanley
Largest Position
$76.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
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 | $78,267,717 | +$1,279,455 | +1.66% | |
| Lpl Financial Llc | 0.01% | 336,065 | $61,257,878 | $62,276,205 | +$1,018,327 | +1.66% | |
| Bank Of America Corp | 0.00% | 248,722 | $45,336,979 | $46,090,674 | +$753,695 | +1.66% | |
| Savant Capital, Llc | 0.08% | 154,494 | $28,161,130 | $28,629,283 | +$468,153 | +1.66% | |
| Wells Fargo & Company/Mn | 0.00% | 124,307 | $22,658,625 | $23,035,330 | +$376,705 | +1.66% | |
| Pnc Financial Services Group, Inc. | 0.01% | 114,027 | $20,784,851 | $21,130,343 | +$345,492 | +1.66% | |
| Ameriprise Financial Inc | 0.00% | 102,627 | $18,706,791 | $19,017,809 | +$311,018 | +1.66% | |
| Royal Bank Of Canada | 0.00% | 87,183 | $15,891,000 | $16,155,882 | +$264,882 | +1.67% | |
| Apella Capital, Llc | 0.22% | 84,331 | $15,367,638 | $15,627,378 | +$259,740 | +1.69% | |
| Osaic Holdings, Inc. | 0.02% | 80,777 | $14,728,513 | $14,968,786 | +$240,273 | +1.63% | |
| Rothschild Wealth Llc | 1.05% | 71,806 | $13,088,839 | $13,306,370 | +$217,531 | +1.66% | |
| Raymond James Financial Inc | 0.00% | 70,742 | $12,894,878 | $13,109,200 | +$214,322 | +1.66% | |
| Cetera Investment Advisers | 0.01% | 61,828 | $11,269,970 | $11,457,347 | +$187,377 | +1.66% | |
| Commonwealth Equity Services, Llc | 0.01% | 56,266 | $10,256,134 | $10,426,652 | +$170,518 | +1.66% | |
| Ubs Group Ag | 0.00% | 54,703 | $9,971,263 | $10,137,013 | +$165,750 | +1.66% | |
| Kestra Advisory Services, Llc | 0.03% | 47,683 | $8,691,681 | $8,836,137 | +$144,456 | +1.66% | |
| Cofg Advisors, Llc | 1.41% | 44,895 | $8,183,461 | $8,319,492 | +$136,031 | +1.66% | |
| Envestnet Asset Management Inc | 0.00% | 44,050 | $8,029,377 | $8,162,906 | +$133,529 | +1.66% | |
| Bank Of Montreal | 0.00% | 40,054 | $7,301,043 | $7,422,407 | +$121,364 | +1.66% | |
| Elevation Capital Advisory, Llc | 2.72% | 38,714 | $7,056,701 | $7,174,091 | +$117,390 | +1.66% | |
| Fmr Llc | 0.00% | 38,171 | $6,957,762 | $7,073,468 | +$115,706 | +1.66% | |
| Steinberganna Wealth Management | 2.69% | 36,265 | $6,610,385 | $6,720,267 | +$109,882 | +1.66% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 35,344 | $6,500,799 | $6,549,597 | +$48,798 | +0.75% | |
| Mai Capital Management | 0.02% | 33,871 | $6,173,980 | $6,276,635 | +$102,655 | +1.66% | |
| Bank Of New York Mellon Corp | 0.00% | 30,220 | $5,508,587 | $5,600,068 | +$91,481 | +1.66% | |
| Aspiriant, Llc | 0.13% | 29,744 | $5,421,736 | $5,511,861 | +$90,125 | +1.66% | |
| Arkansas Financial Group, Inc. | 0.71% | 29,721 | $5,417,544 | $5,507,599 | +$90,055 | +1.66% | |
| Goldman Sachs Group Inc | 0.00% | 29,703 | $5,414,263 | $5,504,263 | +$90,000 | +1.66% | |
| Fifth Third Bancorp | 0.01% | 29,510 | $5,379,083 | $5,468,498 | +$89,415 | +1.66% | |
| Focus Partners Wealth | 0.01% | 29,467 | $5,371,294 | $5,460,530 | +$89,236 | +1.66% | |
| Merit Financial Group, Llc | 0.03% | 28,750 | $5,240,550 | $5,327,663 | +$87,113 | +1.66% | |
| Captrust Financial Advisors | 0.01% | 25,687 | $4,682,166 | $4,760,058 | +$77,892 | +1.66% | |
| Jpmorgan Chase & Co | 0.00% | 25,193 | $4,555,269 | $4,668,515 | +$113,246 | +2.49% | |
| Dsg Capital Advisors, Llc | 0.65% | 24,800 | $4,542,368 | $4,595,688 | +$53,320 | +1.17% | |
| First Heartland Consultants, Inc. | 0.28% | 23,497 | $4,282,975 | $4,354,229 | +$71,254 | +1.66% | |
| Ep Wealth Advisors, Llc | 0.02% | 22,414 | $4,085,624 | $4,153,538 | +$67,914 | +1.66% | |
| Asset Advisors Investment Management, Llc | 0.36% | 21,249 | $3,873,268 | $3,937,652 | +$64,384 | +1.66% | |
| Asl Financial, Llc | 2.60% | 20,240 | $3,689,347 | $3,750,674 | +$61,327 | +1.66% | |
| Stifel Financial Corp | 0.00% | 19,853 | $3,618,994 | $3,678,959 | +$59,965 | +1.66% | |
| Lido Advisors, Llc | 0.01% | 19,592 | $3,571,283 | $3,630,594 | +$59,311 | +1.66% | |
| Ritholtz Wealth Management | 0.05% | 19,540 | $3,561,742 | $3,620,957 | +$59,215 | +1.66% | |
| Aqr Capital Management Llc | 0.00% | 18,809 | $3,428,419 | $3,485,496 | +$57,077 | +1.66% | |
| Truist Financial Corp | 0.00% | 18,553 | $3,381,881 | $3,438,056 | +$56,175 | +1.66% | |
| Ellis Investment Partners, Llc | 0.49% | 17,601 | $3,208,314 | $3,261,641 | +$53,327 | +1.66% | |
| Northrock Partners, Llc | 0.04% | 16,498 | $3,007,255 | $3,057,244 | +$49,989 | +1.66% | |
| Sigma Planning Corp | 0.08% | 16,490 | $3,005,826 | $3,055,762 | +$49,936 | +1.66% | |
| Citadel Advisors Llc | 0.00% | 16,335 | $2,977,544 | $3,027,039 | +$49,495 | +1.66% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 15,225 | $2,775,175 | $2,821,345 | +$46,170 | +1.66% | |
| Coastal Bridge Advisors, Llc | 0.16% | 14,592 | $2,659,787 | $2,704,044 | +$44,257 | +1.66% | |
| Finley Financial, Llc | 1.03% | 14,017 | $2,555,019 | $2,597,490 | +$42,471 | +1.66% |
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.