ISHARES DOW JONES U.S. ETF

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IYY·464287846·US·ETF·Unknown - Unknown

IYY (ISHARES DOW JONES U.S. ETF) is held by 82 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($77M), LPL Financial LLC ($61.3M), BANK OF AMERICA CORP /DE/ ($45.3M). Net institutional sentiment: Mixed.

82

Holders

(16 Elite)

$502.7M

Total Value

50% (72)

Consensus

36 buying - 36 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)31

Insider (Form 4)83

Activist (13D/13G)68

Congressional (STOCK Act)77

Holder Quality

32

★★★★★

Elite

14

★★★★

Strong

40

★★★

Solid

78

★★

Below

63

★

Weak

Held by 82 funds

16 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IYY.

Top Holders

Top Holders (82)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	422,361(-0.5%)	$77M	0.0%	+42.65%	0
LPL Financial LLC	Increased	336,065(+10.4%)	$61.3M	0.0%	+87.73%	33
BANK OF AMERICA CORP /DE/	Decreased	248,722(-0.1%)	$45.3M	0.0%	+19.82%	0
Savant Capital, LLC	Decreased	154,494(-0.1%)	$28.2M	0.1%	+140.35%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	139,986(-0.2%)	$25.5M	0.0%	+99.53%	0
WELLS FARGO & COMPANY/MN	Decreased	124,307(-3.3%)	$22.7M	0.0%	+68.05%	0
AMERIPRISE FINANCIAL INC	Increased	102,627(+152.3%)	$18.7M	0.0%	+9.80%	46
ROYAL BANK OF CANADA	Increased	87,183(+11.9%)	$15.9M	0.0%	+23.71%	32
OSAIC HOLDINGS, INC.	Increased	80,777(+2.7%)	$14.7M	0.0%	+46.32%	29
RAYMOND JAMES FINANCIAL INC	Decreased	70,742(-26.6%)	$12.9M	0.0%	+29.89%	0
Cetera Investment Advisers	Increased	61,828(+1.3%)	$11.3M	0.0%	+45.38%	28
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	56,266(-43.5%)	$10.3M	0.0%	+112.69%	0
UBS Group AG	Decreased	54,703(-3.2%)	$10M	0.0%	+119.91%	0
Kestra Advisory Services, LLC	Decreased	47,683(-54.8%)	$8.7M	0.0%	+20.56%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	44,050(+1.2%)	$8M	0.0%	+86.54%	28
BANK OF MONTREAL /CAN/	Decreased	40,054(-0.6%)	$7.3M	0.0%	+32.69%	0
FMR LLC	Increased	38,171(+6.0%)	$7M	0.0%	+26.89%	29
Creative Planning	Decreased	37,743(-0.6%)	$6.9M	0.0%	+132.15%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	35,344(-2.8%)	$6.5M	0.0%	+65.70%	0
MAI Capital Management	Increased	33,871(+8.3%)	$6.2M	0.0%	+11.05%	29

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IYYISHARES DOW JONES U.S. ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer