IYY Institutional Ownership
iShares Dow Jones U.S. ETF
1W: -0.2%
1M: +0.6%
3M: +2.1%
YTD: +12.5%
1Y: +15.1%
3Y: +84.5%
5Y: +76.7%
$187.12
+1.32 (+0.71%)
Weekly Expected Move ±1.4%
$182
$184
$187
$190
$192
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Institutional Ownership — IYY
307
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
697M
Total Invested
29
New Positions
68
Increased
86
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (322 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 422,361 | $79M | -2,097 | -0.5% | 60Q | SEC ↗ |
| 2 | LPL Financial LLC | 336,065 | $63M | +31,563 | +10.4% | 54Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 248,722 | $47M | -315 | -0.1% | 15Q | SEC ↗ |
| 4 | Savant Capital, LLC | 154,494 | $29M | -224 | -0.1% | 53Q | SEC ↗ |
| 5 | PNC Financial Services Group, Inc. | 139,986 | $26M | -310 | -0.2% | 15Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 124,307 | $23M | -4,203 | -3.3% | 92Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 102,627 | $19M | +61,956 | +152.3% | 16Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 87,183 | $16M | +9,288 | +11.9% | 74Q | SEC ↗ |
| 9 | Apella Capital, LLC | 84,331 | $16M | -456 | -0.5% | 3Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 80,777 | $15M | +2,155 | +2.7% | 26Q | SEC ↗ |
| 11 | Rothschild Wealth LLC | 71,806 | $13M | -3,949 | -5.2% | 3Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 70,742 | $13M | -25,601 | -26.6% | 7Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 61,828 | $12M | +787 | +1.3% | 25Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 56,266 | $11M | -43,390 | -43.5% | 35Q | SEC ↗ |
| 15 | UBS Group AG | 54,703 | $10M | -1,825 | -3.2% | 47Q | SEC ↗ |
| 16 | Kestra Advisory Services, LLC | 47,683 | $9M | -57,804 | -54.8% | 24Q | SEC ↗ |
| 17 | COFG Advisors, LLC NEW | 44,895 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 44,050 | $8M | +506 | +1.2% | 31Q | SEC ↗ |
| 19 | BANK OF MONTREAL /CAN | 40,054 | $7M | -243 | -0.6% | 53Q | SEC ↗ |
| 20 | Elevation Capital Advisory, LLC NEW | 38,714 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 21 | FMR LLC | 38,171 | $7M | +2,177 | +6.0% | 46Q | SEC ↗ |
| 22 | Creative Planning | 37,743 | $7M | -231 | -0.6% | 59Q | SEC ↗ |
| 23 | STEINBERGANNA WEALTH MANAGEMENT | 36,265 | $7M | -333 | -0.9% | 4Q | SEC ↗ |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 35,344 | $7M | -1,034 | -2.8% | 12Q | SEC ↗ |
| 25 | MAI Capital Management | 33,871 | $6M | +2,580 | +8.2% | 7Q | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 30,220 | $6M | -7 | -0.0% | 43Q | SEC ↗ |
| 27 | MONEY CONCEPTS CAPITAL CORP | 29,949 | $6M | +1,587 | +5.6% | 19Q | SEC ↗ |
| 28 | ASPIRIANT, LLC | 29,744 | $6M | — | +0.0% | 34Q | SEC ↗ |
| 29 | ARKANSAS FINANCIAL GROUP, INC. | 29,721 | $6M | +1,738 | +6.2% | 12Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 29,703 | $6M | +5,198 | +21.2% | 9Q | SEC ↗ |
| 31 | FIFTH THIRD BANCORP | 29,510 | $6M | -27 | -0.1% | 26Q | SEC ↗ |
| 32 | Focus Partners Wealth | 29,467 | $6M | +29 | +0.1% | 10Q | SEC ↗ |
| 33 | Merit Financial Group, LLC | 28,750 | $5M | — | +0.0% | 21Q | SEC ↗ |
| 34 | CAPTRUST FINANCIAL ADVISORS | 25,687 | $5M | +1,483 | +6.1% | 30Q | SEC ↗ |
| 35 | JPMORGAN CHASE & CO | 25,193 | $5M | +4 | +0.0% | 59Q | SEC ↗ |
| 36 | DSG Capital Advisors, LLC | 24,800 | $5M | — | +0.0% | 3Q | SEC ↗ |
| 37 | First Heartland Consultants, Inc. | 23,497 | $4M | -75 | -0.3% | 43Q | SEC ↗ |
| 38 | EP Wealth Advisors, LLC | 22,414 | $4M | -120 | -0.5% | 3Q | SEC ↗ |
| 39 | Asset Advisors Investment Management, | 21,249 | $4M | -800 | -3.6% | 32Q | SEC ↗ |
| 40 | ASL Financial, LLC | 20,240 | $4M | -150 | -0.7% | 3Q | SEC ↗ |
| 41 | STIFEL FINANCIAL CORP | 19,853 | $4M | -183 | -0.9% | 49Q | SEC ↗ |
| 42 | Cambridge Investment Research Advisors | 19,746 | $4M | -4,727 | -19.3% | 53Q | SEC ↗ |
| 43 | Lido Advisors, LLC | 19,592 | $4M | -1,466 | -7.0% | 12Q | SEC ↗ |
| 44 | RITHOLTZ WEALTH MANAGEMENT | 19,540 | $4M | -2 | -0.0% | 13Q | SEC ↗ |
| 45 | AQR CAPITAL MANAGEMENT LLC | 18,809 | $4M | +5,439 | +40.7% | 8Q | SEC ↗ |
| 46 | TRUIST FINANCIAL CORP | 18,553 | $3M | -574 | -3.0% | 27Q | SEC ↗ |
| 47 | Ellis Investment Partners, LLC | 17,601 | $3M | +901 | +5.4% | 31Q | SEC ↗ |
| 48 | NorthRock Partners, LLC | 16,498 | $3M | — | +0.0% | 28Q | SEC ↗ |
| 49 | Sigma Planning Corp | 16,490 | $3M | +169 | +1.0% | 47Q | SEC ↗ |
| 50 | CITADEL ADVISORS LLC | 16,335 | $3M | +3,349 | +25.8% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| COFG Advisors, LLC | 44,895 | $8M |
| Elevation Capital Advisory, LLC | 38,714 | $7M |
| Thomasville National Bank | 10,335 | $2M |
| J.W. COLE ADVISORS, INC. | 5,635 | $1M |
| HRT FINANCIAL LP | 3,864 | $723K |
| Evanson Financial, LLC | 3,439 | $644K |
| Cerity Partners LLC | 3,126 | $585K |
| GLENMEDE TRUST CO NA | 2,991 | $560K |
| Indivisible Partners | 1,954 | $366K |
| HANCOCK WHITNEY CORP | 1,668 | $312K |
| BROWN BROTHERS HARRIMAN & CO | 1,457 | $273K |
| Global Retirement Partners, LLC | 1,396 | $261K |
| Baker Avenue Asset Management, LP | 1,258 | $235K |
| JOHNSON INVESTMENT COUNSEL INC | 1,245 | $233K |
| LexAurum Advisors, LLC | 1,220 | $228K |
| Procyon Advisors, LLC | 1,212 | $227K |
| Targeted Financial Services LLC | 1,193 | $223K |
| HOLDERNESS INVESTMENTS CO | 1,180 | $221K |
| Sentry LLC | 1,170 | $219K |
| Vestmark Advisory Solutions, Inc. | 1,170 | $219K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Sharp Wealth Advisory, LLC | 174,850 | $33M |
| Value Investment Professionals, LLC | 74,583 | $14M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,363 | $2M |
| TIAA TRUST, NATIONAL ASSOCIATION | 7,871 | $1M |
| Compound Planning, Inc. | 5,440 | $1M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3,845 | $719K |
| Cresset Asset Management, LLC | 2,912 | $545K |
| KEYBANK NATIONAL ASSOCIATION/OH | 2,601 | $487K |
| EAGLE HARBOR ASSET MANAGEMENT INC / | 1,980 | $370K |
| FOUNDATIONS INVESTMENT ADVISORS, LL | 1,885 | $353K |
| KKM Financial LLC | 1,878 | $351K |
| Hamrick Investment Counsel, llc | 1,769 | $331K |
| Carnegie Investment Counsel | 1,515 | $283K |
| Members Trust Co | 1,420 | $266K |
| NOTTINGHAM ADVISORS, INC. | 1,346 | $252K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,069 | $200K |
| SIMPLEX TRADING, LLC | 933 | $175K |
| Kohmann Bosshard Financial Services | 315 | $59K |
| Atlantic Union Bankshares Corp | 83 | $16K |
| Laurel Wealth Advisors LLC | 28 | $5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +61,956 | +152.3% | 102,627 |
| LPL Financial LLC | +31,563 | +10.4% | 336,065 |
| ROYAL BANK OF CANADA | +9,288 | +11.9% | 87,183 |
| AQR CAPITAL MANAGEMENT LLC | +5,439 | +40.7% | 18,809 |
| GOLDMAN SACHS GROUP INC | +5,198 | +21.2% | 29,703 |
| BROWN ADVISORY INC | +3,784 | +42.0% | 12,784 |
| JONES FINANCIAL COMPANIES LLLP | +3,487 | +46.1% | 11,049 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +3,474 | +7391.5% | 3,521 |
| Clark Asset Management, LLC | +3,360 | +94.9% | 6,900 |
| CITADEL ADVISORS LLC | +3,349 | +25.8% | 16,335 |
| Quantinno Capital Management LP | +3,246 | +114.5% | 6,081 |
| BlackRock, Inc. | +3,235 | +327.8% | 4,222 |
| MAI Capital Management | +2,580 | +8.2% | 33,871 |
| SMITH CHAS P & ASSOCIATES PA CPAS | +2,397 | +133.2% | 4,197 |
| FMR LLC | +2,177 | +6.0% | 38,171 |
| OSAIC HOLDINGS, INC. | +2,155 | +2.7% | 80,777 |
| Vontobel Holding Ltd. | +1,817 | +64.0% | 4,655 |
| ARKANSAS FINANCIAL GROUP, INC. | +1,738 | +6.2% | 29,721 |
| MONEY CONCEPTS CAPITAL CORP | +1,587 | +5.6% | 29,949 |
| CAPTRUST FINANCIAL ADVISORS | +1,483 | +6.1% | 25,687 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -57,804 | -54.8% | 47,683 |
| COMMONWEALTH EQUITY SERVICES, LLC | -43,390 | -43.5% | 56,266 |
| RAYMOND JAMES FINANCIAL INC | -25,601 | -26.6% | 70,742 |
| Private Advisor Group, LLC | -18,640 | -75.2% | 6,157 |
| Cambridge Investment Research Advis | -4,727 | -19.3% | 19,746 |
| WELLS FARGO & COMPANY/MN | -4,203 | -3.3% | 124,307 |
| Rothschild Wealth LLC | -3,949 | -5.2% | 71,806 |
| NewEdge Advisors, LLC | -3,465 | -68.2% | 1,614 |
| Federation des caisses Desjardins d | -2,275 | -42.8% | 3,035 |
| MORGAN STANLEY | -2,097 | -0.5% | 422,361 |
| Chung Wu Investment Group, LLC | -2,000 | -27.7% | 5,220 |
| UBS Group AG | -1,825 | -3.2% | 54,703 |
| Mariner, LLC | -1,598 | -11.9% | 11,875 |
| Lido Advisors, LLC | -1,466 | -7.0% | 19,592 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -1,034 | -2.8% | 35,344 |
| Guardian Capital, LLC | -1,032 | -25.9% | 2,959 |
| Finley Financial, LLC | -1,000 | -6.7% | 14,017 |
| Asset Advisors Investment Managemen | -800 | -3.6% | 21,249 |
| Curat Global, LLC | -750 | -38.5% | 1,198 |
| Coastal Bridge Advisors, LLC | -715 | -4.7% | 14,592 |