Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / DOW JONES US ETF
-
Total 13F shares
-
516,067
-
Share change
-
+66,950
-
Total reported value
-
$85,749,559
-
Price per share
-
$165.81
-
Number of holders
-
50
-
Value change
-
+$11,182,343
-
Number of buys
-
11
-
Number of sells
-
15
Institutional Holders of ISHARES TR - DOW JONES US ETF (IYY) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - DOW JONES US ETF (IYY) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
516,067 shares.
The largest 10 holders included
Sharp Wealth Advisory, LLC, Apella Capital, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, ASPIRIANT, LLC, First Heartland Consultants, Inc., ASL Financial, LLC, Finley Financial, LLC, Stratos Wealth Advisors, LLC, Kaydan Wealth Management, Inc., and GenWealth Group, Inc..
This page lists
50
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.