Vault-13

ISHARES TR IYY

DOW JONES US ETF · ETP · CUSIP 464287846

280 institutional holders -1 vs Q4 2025
3,757,8533.8m shares reported held*
$597.2mreported value*
17 new 64 added 88 reduced 18 sold out net sold ≈ $12.9m (-132.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($313.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $158.93. Options: 1 managers hold calls ($380.3k notional), 0 hold puts (—).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 193Q4 22: 193Q1 23: 196Q2 23: 202Q3 23: 207Q4 23: 221Q1 24: 224Q2 24: 224Q3 24: 239Q4 24: 265Q1 25: 255Q2 25: 262Q3 25: 265Q4 25: 281Q1 26: 280280Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022193
Q4 2022193
Q1 2023196
Q2 2023202
Q3 2023207
Q4 2023221
Q1 2024224
Q2 2024224
Q3 2024239
Q4 2024265
Q1 2025255
Q2 2025262
Q3 2025265
Q4 2025281
Q1 2026280

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 69 bought or addedQ2 24: 77 cut or sold outQ3 24: 88 bought or addedQ3 24: 73 cut or sold outQ3 24Q4 24: 92 bought or addedQ4 24: 77 cut or sold outQ1 25: 70 bought or addedQ1 25: 100 cut or sold outQ1 25Q2 25: 91 bought or addedQ2 25: 84 cut or sold outQ3 25: 91 bought or addedQ3 25: 82 cut or sold outQ3 25Q4 25: 87 bought or addedQ4 25: 94 cut or sold outQ1 26: 81 bought or addedQ1 26: 106 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246977
Q3 20248873
Q4 20249277
Q1 202570100
Q2 20259184
Q3 20259182
Q4 20258794
Q1 202681106

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ2 25 calls: $678.9kQ2 25 puts: $15.1kQ2 25P/C 0.02Q3 25 calls: $974.9kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $397.9kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $380.3kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$678.9k$15.1k0.02
Q3 2025$974.9k$00.00
Q4 2025$397.9k$00.00
Q1 2026$380.3k$00.00

Biggest buyers

Kestra Advisory Services, LLC Added +70,621+70.6k
BANK OF AMERICA CORP /DE/ Added +53,715+53.7k
FIFTH THIRD BANCORP Added +29,179+29.2k
OSAIC HOLDINGS, INC. Added +15,295+15.3k
CITADEL ADVISORS LLC New +12,986+13.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +7,408+7.4k
IBEX WEALTH ADVISORS New +6,624+6.6k
RAYMOND JAMES FINANCIAL INC Added +5,474+5.5k
Sigma Planning Corp Added +5,453+5.5k
RITHOLTZ WEALTH MANAGEMENT Added +5,435+5.4k

Biggest sellers

Sharp Wealth Advisory, LLC Sold out -174,850-174.8k
Value Investment Professionals, LLC Sold out -74,583-74.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -17,388-17.4k
MORGAN STANLEY Reduced -13,496-13.5k
GOLDMAN SACHS GROUP INC Reduced -12,100-12.1k
AMERIPRISE FINANCIAL INC Reduced -7,892-7.9k
TIAA TRUST, NATIONAL ASSOCIATION Sold out -7,871-7.9k
Murphy, Middleton, Hinkle & Parker, Inc. Reduced -7,743-7.7k
LPL Financial LLC Reduced -7,079-7.1k
UBS Group AG Reduced -6,309-6.3k

Biggest calls

CITADEL ADVISORS LLC Unchanged $380.3k2.4k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 424,458424.5k $67.3m $67.3m 0.00% Reduced -13.5k -13,496
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 304,502304.5k $48.2m $48.2m 0.01% Reduced -7.1k -7,079
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 249,037249.0k $39.5m $39.5m 0.00% Added +53.7k +53,715
4 Savant Capital, LLC 0.12% of their portfolio ROCKFORD, IL 154,718154.7k $24.5m $24.5m 0.12% Reduced -194 -194
5 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 140,296140.3k $22.2m $22.2m 0.01% Reduced -2.9k -2,865
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 128,510128.5k $20.4m $20.4m 0.00% Reduced -2.8k -2,838
7 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 105,487105.5k $16.7m $16.7m 0.06% Added +70.6k +70,621
8 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 99,65699.7k $15.8m $15.8m 0.02% Reduced -543 -543
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 96,34396.3k $15.3m $15.3m 0.00% Added +5.5k +5,474
10 Apella Capital, LLC 0.22% of their portfolio WEST HARTFORD, CT 84,78784.8k $14.7m $14.7m 0.22% Reduced -1.1k -1,071
11 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 78,62278.6k $12.5m $12.5m 0.02% Added +15.3k +15,295
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 77,89577.9k $12.3m $12.3m 0.00% Added +1.0k +1,018
13 Rothschild Wealth LLC 1.08% of their portfolio OAK BROOK, IL 75,75575.8k $12.0m $12.0m 1.08% Reduced -2.4k -2,372
14 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 61,04161.0k $9.7m $9.7m 0.01% Reduced -936 -936
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 56,52856.5k $9.0m $9.0m 0.00% Reduced -6.3k -6,309
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 43,54443.5k $6.9m $6.9m 0.00% Reduced -164 -164
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 40,67140.7k $6.4m $6.4m 0.00% Reduced -7.9k -7,892
18 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 40,29740.3k $6.4m $6.4m 0.00% Added +1.1k +1,126
19 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 37,97438.0k $6.0m $6.0m 0.00% Added +1.2k +1,168
20 STEINBERGANNA WEALTH MANAGEMENT 2.79% of their portfolio HUNTINGTON, NY 36,59836.6k $5.8m $5.8m 2.79% Reduced -1.6k -1,586
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 36,37836.4k $5.8m $5.8m 0.01% Reduced -17.4k -17,388
22 FMR LLC 0.00% of their portfolio BOSTON, MA 35,99436.0k $5.7m $5.7m 0.00% Added +2.1k +2,068
23 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 31,29131.3k $5.0m $5.0m 0.03% Reduced -1.5k -1,474
24 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 30,22730.2k $4.8m $4.8m 0.00% Reduced -1.4k -1,437
25 ASPIRIANT, LLC 0.13% of their portfolio San Francisco, CA 29,74429.7k $4.7m $4.7m 0.13% Unchanged
26 FIFTH THIRD BANCORP 0.01% of their portfolio CINCINNATI, OH 29,53729.5k $4.7m $4.7m 0.01% Added +29.2k +29,179
27 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 29,43829.4k $4.7m $4.7m 0.01% Reduced -671 -671
28 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 28,75028.8k $4.6m $4.6m 0.03% Added +285 +285
29 MONEY CONCEPTS CAPITAL CORP 0.25% of their portfolio PALM BEACH GARDENS, FL 28,36228.4k $4.5m $4.5m 0.25% Reduced -268 -268
30 ARKANSAS FINANCIAL GROUP, INC. 0.64% of their portfolio LITTLE ROCK, AR 27,98328.0k $4.6m $4.6m 0.64% Added +1.9k +1,939
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,18925.2k $3.9m $3.9m 0.00% Added +150 +150
32 DSG Capital Advisors, LLC 0.63% of their portfolio EDINA, MN 24,80024.8k $3.9m $3.9m 0.63% Unchanged
33 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 24,79724.8k $3.9m $3.9m 0.02% Reduced -314 -314
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 24,50524.5k $3.9m $3.9m 0.00% Reduced -12.1k -12,100
35 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 24,47324.5k $3.9m $3.9m 0.01% Added +4.6k +4,632
36 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 24,20424.2k $3.8m $3.8m 0.01% Added +73 +73
37 First Heartland Consultants, Inc. 0.29% of their portfolio LAKE ST. LOUIS, MO 23,57223.6k $3.7m $3.7m 0.29% Reduced -378 -378
38 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 22,53422.5k $3.6m $3.6m 0.02% Reduced -175 -175
39 Asset Advisors Investment Management, LLC 0.33% of their portfolio AUGUSTA, GA 22,04922.0k $3.5m $3.5m 0.33% Reduced -305 -305
40 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 21,05821.1k $3.3m $3.3m 0.01% Reduced -471 -471
41 ASL Financial, LLC 2.58% of their portfolio Los Gatos, CA 20,39020.4k $3.2m $3.2m 2.58% Reduced -74 -74
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,03620.0k $3.2m $3.2m 0.00% Added +549 +549
43 RITHOLTZ WEALTH MANAGEMENT 0.05% of their portfolio NEW YORK, NY 19,54219.5k $3.1m $3.1m 0.05% Added +5.4k +5,435
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 19,12719.1k $3.0m $3.0m 0.00% Reduced -45 -45
45 Ellis Investment Partners, LLC 0.46% of their portfolio Berwyn, PA 16,70016.7k $2.6m $2.6m 0.46% Added +173 +173
46 NorthRock Partners, LLC 0.04% of their portfolio MINNEAPOLIS, MN 16,49816.5k $2.6m $2.6m 0.04% Reduced -446 -446
47 Sigma Planning Corp 0.07% of their portfolio ANN ARBOR, MI 16,32116.3k $2.6m $2.6m 0.07% Added +5.5k +5,453
48 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 15,53215.5k $2.5m $2.5m 0.01% Reduced -623 -623
49 Coastal Bridge Advisors, LLC 0.17% of their portfolio WESTPORT, CT 15,30715.3k $2.4m $2.4m 0.17% Reduced -300 -300
50 Finley Financial, LLC 1.11% of their portfolio LAS VEGAS, NV 15,01715.0k $2.4m $2.4m 1.11% Reduced -970 -970
51 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,31014.3k $2.3m $2.3m 0.00% Reduced -135 -135
52 Mariner, LLC 0.00% of their portfolio Overland Park, KS 13,47313.5k $2.1m $2.1m 0.00% Added +887 +887
53 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 13,37013.4k $2.1m $2.1m 0.00% Reduced -495 -495
54 Stratos Wealth Advisors, LLC 0.13% of their portfolio BEACHWOOD, OH 13,19813.2k $2.1m $2.1m 0.13% Reduced -928 -928
55 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,98613.0k $2.1m $2.1m 0.00% New
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,36312.4k $2.0m $2.0m 0.00% Added +7.4k +7,408
57 Greykasell Wealth Strategies, Inc. 0.78% of their portfolio DANVILLE, CA 12,21612.2k $1.9m $1.9m 0.78% Reduced -75 -75
58 Sage Investment Advisers LLC 1.43% of their portfolio WAPPINGERS FALLS, NY 12,09112.1k $1.9m $1.9m 1.43% Added +20 +20
59 Mine & Arao Wealth Creation & Management, LLC. 0.71% of their portfolio CAMPBELL, CA 10,62010.6k $1.7m $1.7m 0.71% Reduced -77 -77
60 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,32410.3k $1.6m $1.6m 0.00% Reduced -1.3k -1,315
61 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,05710.1k $1.6m $1.6m 0.00% Added +320 +320
62 KERR FINANCIAL PLANNING Corp 1.19% of their portfolio FRESNO, CA 9,7949.8k $1.7m $1.7m 1.19% Added +303 +303
63 Kaydan Wealth Management, Inc. 0.49% of their portfolio FENTON, MI 9,2739.3k $1.5m $1.5m 0.49% Reduced -12 -12
64 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 9,2069.2k $1.5m $1.5m 0.03% Reduced -118 -118
65 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 9,0009.0k $1.4m $1.4m 0.00% Unchanged
66 Kelman-Lazarov, Inc. 0.20% of their portfolio MEMPHIS, TN 8,8508.8k $1.4m $1.4m 0.20% Reduced -21 -21
67 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,6968.7k $1.4m $1.4m 0.01% Added +3.5k +3,497
68 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,1438.1k $1.3m $1.3m 0.00% Added +843 +843
69 Fayez Sarofim & Co 0.00% of their portfolio Houston, TX 8,0008.0k $1.3m $1.3m 0.00% Unchanged
70 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7,5627.6k $1.2m $1.2m 0.00% Added +1.2k +1,234
71 Cullen/Frost Bankers, Inc. 0.01% of their portfolio San Antonio, TX 7,3497.3k $1.2m $1.2m 0.01% Added +16 +16
72 Novak & Powell Financial Services, Inc. 0.63% of their portfolio ST. PETERSBURG, FL 7,3327.3k $1.2m $1.2m 0.63% Unchanged
73 Chung Wu Investment Group, LLC 0.99% of their portfolio SUGAR LAND, TX 7,2207.2k $1.1m $1.1m 0.99% Added +2.0k +2,000
74 Mathes Company, Inc. 0.40% of their portfolio New York, NY 6,9006.9k $1.1m $1.1m 0.40% Unchanged
75 IBEX WEALTH ADVISORS 0.10% of their portfolio BEDMINSTER, NJ 6,6246.6k $1.0m $1.0m 0.10% New
76 NWF Advisory Services Inc. 0.12% of their portfolio Los Angeles, CA 6,5306.5k $1.0m $1.0m 0.12% Unchanged
77 CORTLAND ASSOCIATES INC/MO 0.15% of their portfolio ST LOUIS, MO 6,5026.5k $1.0m $1.0m 0.15% Unchanged
78 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.00% of their portfolio CHARLOTTE, NC 6,4206.4k $1.0m $1.0m 0.00% First filing
79 GenWealth Group, Inc. 0.17% of their portfolio Maplewood, NJ 6,3686.4k $1.0m $1.0m 0.17% Unchanged
80 NorthCoast Asset Management LLC 0.02% of their portfolio STAMFORD, CT 6,3416.3k $1.0m $1.0m 0.02% Added +14 +14
81 Legacy Capital Group California, Inc. 0.38% of their portfolio LOS GATOS, CA 6,3416.3k $1.0m $1.0m 0.38% Added +14 +14
82 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 6,2046.2k $1.0m $1.0m 0.06% Added +2 +2
83 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 6,0006.0k $950.7k $950.7k 0.01% Reduced -150 -150
84 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 5,8745.9k $930.7k $930.7k 0.00% First filing
85 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 5,8565.9k $927.9k $927.9k 0.01% Reduced -10 -10
86 Centric Wealth Management 0.20% of their portfolio CHICAGO, IL 5,8545.9k $1.0m $1.0m 0.20% Added +8 +8
87 RIK SAYLOR FINANCIAL, INC. 0.70% of their portfolio FAIRFIELD, OH 5,8435.8k $925.8k $925.8k 0.70% Reduced -113 -113
88 Bawa N Mallick Trust 0.37% of their portfolio FOREST HILLS, NY 5,7505.8k $911.1k $911.1k 0.37% Unchanged
89 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 5,6975.7k $902.2k $902.2k 0.00% Reduced -200 -200
90 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 5,6665.7k $939.5k $939.5k 0.01% Added +600 +600
91 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 5,5305.5k $876.2k $876.2k 0.00% Unchanged
92 V2 Financial group LLC 0.41% of their portfolio NAPERVILLE, IL 5,5005.5k $871.5k $871.5k 0.41% Reduced -300 -300
93 Badgley Phelps Wealth Managers, LLC 0.02% of their portfolio SEATTLE, WA 5,4365.4k $861.3k $861.3k 0.02% Unchanged
94 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 5,4215.4k $865.0k $865.0k 0.00% Added +715 +715
95 Riverbend Wealth Management, LLC 0.53% of their portfolio Myrtle Beach, SC 5,4005.4k $855.6k $855.6k 0.53% Unchanged
96 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 5,3105.3k $841.4k $841.4k 0.00% Reduced -148 -148
97 PATTEN & PATTEN INC/TN 0.05% of their portfolio CHATTANOOGA, TN 5,1075.1k $809.2k $809.2k 0.05% Unchanged
98 Narus Financial Partners, LLC 0.21% of their portfolio SALT LAKE CITY, UT 5,1005.1k $808.1k $808.1k 0.21% Unchanged
99 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,0795.1k $804.6k $804.6k 0.00% Added +54 +54
100 NEW WAVE WEALTH ADVISORS LLC 0.27% of their portfolio SPRINGDALE, AR 4,8004.8k $760.6k $760.6k 0.27% Unchanged