DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IYY

ISHARES DOW JONES U.S. ETF

307 institutions still hold ISHARES DOW JONES U.S. ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287846·Exchange Traded Fund·307 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$415M
visible holders
Holders
307
filers reporting
Concentration
18.54%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

307 institutions reported IYY in Q2 2026. MORGAN STANLEY leads at 18.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$77M422K0.00%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$61M336K0.01%Q2 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$45M249K0.00%Q2 2026
04
Savant Capital, LLC
CIK 0001482880
$28M154K0.08%Q2 2026
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$23M124K0.00%Q2 2026
06
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$19M117K0.01%Q4 2025
07
AMERIPRISE FINANCIAL INC
CIK 0000820027
$19M103K0.00%Q2 2026
08
ROYAL BANK OF CANADA
CIK 0001000275
$16M87K0.00%Q2 2026
09
Apella Capital, LLC
CIK 0001801507
$15M84K0.22%Q2 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M81K0.02%Q2 2026
11
Rothschild Wealth LLC
CIK 0001811345
$13M72K1.05%Q2 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M71K0.00%Q2 2026
13
Cetera Investment Advisers
CIK 0001666741
$11M62K0.01%Q2 2026
14
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M56K0.01%Q2 2026
15
UBS Group AG
CIK 0001610520
$10M55K0.00%Q2 2026
16
Kestra Advisory Services, LLC
CIK 0001830819
$9M48K0.03%Q2 2026
17
COFG Advisors, LLC
CIK 0002104330
$8M45K1.41%Q2 2026
18
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M44K0.00%Q2 2026
19
BANK OF MONTREAL /CAN/
CIK 0000927971
$7M40K0.00%Q2 2026
20
Elevation Capital Advisory, LLC
CIK 0001871112
$7M39K2.72%Q2 2026
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