13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
IYY

ISHARES DOW JONES U.S. ETF

291 institutions still hold ISHARES DOW JONES U.S. ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287846·Exchange Traded Fund·291 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.4%
vs prior quarter
13F value held
$369M
73.0% inst. owned
of float
Holders
291
-115 QoQ
filers reporting
Activity
+8 / −108
+983 added · −836 reduced
this quarter
Concentration
18.24%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

291 institutions reported IYY in Q1 2026. MORGAN STANLEY leads at 18.2% of the visible book. -115 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$67M424K0.00%Q1 202602
LPL Financial LLC
CIK 0001403438
$48M305K0.01%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$39M249K0.00%Q1 202604
Savant Capital, LLC
CIK 0001482880
$25M155K0.12%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20M129K0.00%Q1 202606
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$19M117K0.01%Q4 202507
Kestra Advisory Services, LLC
CIK 0001830819
$17M105K0.06%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$16M100K0.02%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M96K0.00%Q1 202610
Apella Capital, LLC
CIK 0001801507
$15M85K0.22%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M79K0.02%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$12M78K0.00%Q1 202613
Rothschild Wealth LLC
CIK 0001811345
$12M76K1.08%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$10M61K0.01%Q1 202615
UBS Group AG
CIK 0001610520
$9M57K0.00%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M44K0.00%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M41K0.00%Q1 202618
BANK OF MONTREAL /CAN/
CIK 0000927971
$6M40K0.00%Q1 202619
Creative Planning
CIK 0001540235
$6M38K0.00%Q1 202620
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$6M36K0.01%Q1 2026
Page 1 of 15
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