Vault-13

ISHARES TR IYY

DOW JONES US ETF · ETP · CUSIP 464287846

293 institutional holders +13 vs Q1 2026
3,844,5293.8m shares reported held*
$700.9mreported value*
26 new 69 added 74 reduced 10 sold out net bought ≈ $15.1m (+81.9k 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 ($357.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $182.30. Options: 1 managers hold calls ($473.9k notional), 0 hold puts (—).

Trends to Q2 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: 280Q2 26: 293293Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026293

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 88 bought or addedQ3 24: 73 cut or sold outQ4 24: 92 bought or addedQ4 24: 77 cut or sold outQ4 24Q1 25: 70 bought or addedQ1 25: 100 cut or sold outQ2 25: 91 bought or addedQ2 25: 84 cut or sold outQ2 25Q3 25: 91 bought or addedQ3 25: 82 cut or sold outQ4 25: 87 bought or addedQ4 25: 94 cut or sold outQ4 25Q1 26: 81 bought or addedQ1 26: 106 cut or sold outQ2 26: 95 bought or addedQ2 26: 84 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20248873
Q4 20249277
Q1 202570100
Q2 20259184
Q3 20259182
Q4 20258794
Q1 202681106
Q2 20269584

Calls vs puts

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

CallsPuts
$0$250k$500k$750k$1mQ3 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 0.00Q2 26 calls: $473.9kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$974.9k$00.00
Q4 2025$397.9k$00.00
Q1 2026$380.3k$00.00
Q2 2026$473.9k$00.00

Biggest buyers

AMERIPRISE FINANCIAL INC Added +61,956+62.0k
COFG Advisors, LLC New +44,895+44.9k
Elevation Capital Advisory, LLC New +38,714+38.7k
LPL Financial LLC Added +31,563+31.6k
Cambridge Investment Research Advisors, Inc. Added +15,019+15.0k
ROYAL BANK OF CANADA Added +9,288+9.3k
J.W. COLE ADVISORS, INC. New +5,635+5.6k
AQR CAPITAL MANAGEMENT LLC Added +5,439+5.4k
GOLDMAN SACHS GROUP INC Added +5,198+5.2k
NEW WAVE WEALTH ADVISORS LLC Added +4,800+4.8k

Biggest sellers

Kestra Advisory Services, LLC Reduced -57,804-57.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -43,390-43.4k
RAYMOND JAMES FINANCIAL INC Reduced -25,601-25.6k
Private Advisor Group, LLC Reduced -18,640-18.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -12,363-12.4k
Corient Private Wealth LP Sold out -4,276-4.3k
WELLS FARGO & COMPANY/MN Reduced -4,203-4.2k
Rothschild Wealth LLC Reduced -3,949-3.9k
KESTRA PRIVATE WEALTH SERVICES, LLC Sold out -3,845-3.8k
NewEdge Advisors, LLC Reduced -3,465-3.5k

Biggest calls

CITADEL ADVISORS LLC Added $473.9k2.6k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 422,361422.4k $77.0m $77.0m 0.00% Reduced -2.1k -2,097
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 336,065336.1k $61.3m $61.3m 0.01% Added +31.6k +31,563
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 248,722248.7k $45.3m $45.3m 0.00% Reduced -315 -315
4 Savant Capital, LLC 0.08% of their portfolio ROCKFORD, IL 154,494154.5k $28.2m $28.2m 0.08% Reduced -224 -224
5 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 139,986140.0k $25.5m $25.5m 0.01% Reduced -310 -310
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 124,307124.3k $22.7m $22.7m 0.00% Reduced -4.2k -4,203
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 102,627102.6k $18.7m $18.7m 0.00% Added +62.0k +61,956
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 87,18387.2k $15.9m $15.9m 0.00% Added +9.3k +9,288
9 Apella Capital, LLC 0.22% of their portfolio WEST HARTFORD, CT 84,33184.3k $15.4m $15.4m 0.22% Reduced -456 -456
10 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 80,77780.8k $14.7m $14.7m 0.02% Added +2.2k +2,155
11 Rothschild Wealth LLC 1.05% of their portfolio OAK BROOK, IL 71,80671.8k $13.1m $13.1m 1.05% Reduced -3.9k -3,949
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 70,74270.7k $12.9m $12.9m 0.00% Reduced -25.6k -25,601
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 61,82861.8k $11.3m $11.3m 0.01% Added +787 +787
14 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 56,26656.3k $10.3m $10.3m 0.01% Reduced -43.4k -43,390
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 54,70354.7k $10.0m $10.0m 0.00% Reduced -1.8k -1,825
16 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 47,68347.7k $8.7m $8.7m 0.03% Reduced -57.8k -57,804
17 COFG Advisors, LLC 1.41% of their portfolio OAK BROOK, IL 44,89544.9k $8.2m $8.2m 1.41% New
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 44,05044.0k $8.0m $8.0m 0.00% Added +506 +506
19 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 40,05440.1k $7.3m $7.3m 0.00% Reduced -243 -243
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 39,49239.5k $7.2m $7.2m 0.01% Added +15.0k +15,019
21 Elevation Capital Advisory, LLC 2.72% of their portfolio BEND, OR 38,71438.7k $7.1m $7.1m 2.72% New
22 FMR LLC 0.00% of their portfolio BOSTON, MA 38,17138.2k $7.0m $7.0m 0.00% Added +2.2k +2,177
23 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 37,74337.7k $6.9m $6.9m 0.00% Reduced -231 -231
24 STEINBERGANNA WEALTH MANAGEMENT 2.69% of their portfolio HUNTINGTON, NY 36,26536.3k $6.6m $6.6m 2.69% Reduced -333 -333
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 35,34435.3k $6.5m $6.5m 0.01% Reduced -1.0k -1,034
26 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 33,87133.9k $6.2m $6.2m 0.02% Added +2.6k +2,580
27 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 30,22030.2k $5.5m $5.5m 0.00% Reduced -7 -7
28 MONEY CONCEPTS CAPITAL CORP 0.25% of their portfolio PALM BEACH GARDENS, FL 29,94929.9k $5.5m $5.5m 0.25% Added +1.6k +1,587
29 ASPIRIANT, LLC 0.13% of their portfolio San Francisco, CA 29,74429.7k $5.4m $5.4m 0.13% Unchanged
30 ARKANSAS FINANCIAL GROUP, INC. 0.71% of their portfolio LITTLE ROCK, AR 29,72129.7k $5.4m $5.4m 0.71% Added +1.7k +1,738
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 29,70329.7k $5.4m $5.4m 0.00% Added +5.2k +5,198
32 FIFTH THIRD BANCORP 0.01% of their portfolio CINCINNATI, OH 29,51029.5k $5.4m $5.4m 0.01% Reduced -27 -27
33 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 29,46729.5k $5.4m $5.4m 0.01% Added +29 +29
34 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 28,75028.8k $5.2m $5.2m 0.03% Unchanged
35 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 25,68725.7k $4.7m $4.7m 0.01% Added +1.5k +1,483
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,19325.2k $4.6m $4.6m 0.00% Added +4 +4
37 DSG Capital Advisors, LLC 0.65% of their portfolio EDINA, MN 24,80024.8k $4.5m $4.5m 0.65% Unchanged
38 First Heartland Consultants, Inc. 0.28% of their portfolio LAKE ST. LOUIS, MO 23,49723.5k $4.3m $4.3m 0.28% Reduced -75 -75
39 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 22,41422.4k $4.1m $4.1m 0.02% Reduced -120 -120
40 Asset Advisors Investment Management, LLC 0.36% of their portfolio AUGUSTA, GA 21,24921.2k $3.9m $3.9m 0.36% Reduced -800 -800
41 ASL Financial, LLC 2.60% of their portfolio Los Gatos, CA 20,24020.2k $3.7m $3.7m 2.60% Reduced -150 -150
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 19,85319.9k $3.6m $3.6m 0.00% Reduced -183 -183
43 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 19,59219.6k $3.6m $3.6m 0.01% Reduced -1.5k -1,466
44 RITHOLTZ WEALTH MANAGEMENT 0.05% of their portfolio NEW YORK, NY 19,54019.5k $3.6m $3.6m 0.05% Reduced -2 -2
45 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 18,80918.8k $3.4m $3.4m 0.00% Added +5.4k +5,439
46 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,55318.6k $3.4m $3.4m 0.00% Reduced -574 -574
47 Ellis Investment Partners, LLC 0.49% of their portfolio Berwyn, PA 17,60117.6k $3.2m $3.2m 0.49% Added +901 +901
48 NorthRock Partners, LLC 0.04% of their portfolio MINNEAPOLIS, MN 16,49816.5k $3.0m $3.0m 0.04% Unchanged
49 Sigma Planning Corp 0.08% of their portfolio ANN ARBOR, MI 16,49016.5k $3.0m $3.0m 0.08% Added +169 +169
50 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,33516.3k $3.0m $3.0m 0.00% Added +3.3k +3,349
51 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 15,22515.2k $2.8m $2.8m 0.01% Reduced -307 -307
52 Coastal Bridge Advisors, LLC 0.16% of their portfolio WESTPORT, CT 14,59214.6k $2.7m $2.7m 0.16% Reduced -715 -715
53 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,51014.5k $2.6m $2.6m 0.00% Added +200 +200
54 Finley Financial, LLC 1.03% of their portfolio LAS VEGAS, NV 14,01714.0k $2.6m $2.6m 1.03% Reduced -1.0k -1,000
55 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 12,78412.8k $2.3m $2.3m 0.00% Added +3.8k +3,784
56 Stratos Wealth Advisors, LLC 0.13% of their portfolio BEACHWOOD, OH 12,67112.7k $2.3m $2.3m 0.13% Reduced -527 -527
57 Greykasell Wealth Strategies, Inc. 0.81% of their portfolio DANVILLE, CA 12,16612.2k $2.2m $2.2m 0.81% Reduced -50 -50
58 Sage Investment Advisers LLC 1.48% of their portfolio WAPPINGERS FALLS, NY 12,10712.1k $2.2m $2.2m 1.48% Added +16 +16
59 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,87511.9k $2.2m $2.2m 0.00% Reduced -1.6k -1,598
60 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 11,04911.0k $2.0m $2.0m 0.00% Added +3.5k +3,487
61 Mine & Arao Wealth Creation & Management, LLC. 0.70% of their portfolio CAMPBELL, CA 10,56810.6k $1.9m $1.9m 0.70% Reduced -52 -52
62 Thomasville National Bank 0.10% of their portfolio THOMASVILLE, GA 10,33510.3k $1.9m $1.9m 0.10% First filing
63 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,05910.1k $1.8m $1.8m 0.00% Added +2 +2
64 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 9,96010.0k $1.8m $1.8m 0.00% Reduced -364 -364
65 KERR FINANCIAL PLANNING Corp 1.99% of their portfolio FRESNO, CA 9,7699.8k $1.8m $1.8m 1.99% Reduced -25 -25
66 NEW WAVE WEALTH ADVISORS LLC 0.24% of their portfolio SPRINGDALE, AR 9,6009.6k $1.7m $1.7m 0.24% Added +4.8k +4,800
67 Kaydan Wealth Management, Inc. 0.52% of their portfolio FENTON, MI 9,2739.3k $1.7m $1.7m 0.52% Unchanged
68 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 9,1899.2k $1.7m $1.7m 0.04% Reduced -17 -17
69 Kelman-Lazarov, Inc. 0.21% of their portfolio MEMPHIS, TN 8,8388.8k $1.6m $1.6m 0.21% Reduced -12 -12
70 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,6218.6k $1.6m $1.6m 0.01% Reduced -75 -75
71 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,4708.5k $1.5m $1.5m 0.00% Added +327 +327
72 Fayez Sarofim & Co 0.00% of their portfolio Houston, TX 8,0008.0k $1.5m $1.5m 0.00% Unchanged
73 Cullen/Frost Bankers, Inc. 0.01% of their portfolio San Antonio, TX 7,3637.4k $1.3m $1.3m 0.01% Added +14 +14
74 Novak & Powell Financial Services, Inc. 0.63% of their portfolio ST. PETERSBURG, FL 7,3327.3k $1.3m $1.3m 0.63% Unchanged
75 Mathes Company, Inc. 0.39% of their portfolio New York, NY 6,9006.9k $1.3m $1.3m 0.39% Unchanged
76 Clark Asset Management, LLC 0.10% of their portfolio STRATHAM, NH 6,9006.9k $1.3m $1.3m 0.10% Added +3.4k +3,360
77 IBEX WEALTH ADVISORS 0.10% of their portfolio BEDMINSTER, NJ 6,6556.7k $1.2m $1.2m 0.10% Added +31 +31
78 NWF Advisory Services Inc. 0.11% of their portfolio Los Angeles, CA 6,5306.5k $1.2m $1.2m 0.11% Unchanged
79 CORTLAND ASSOCIATES INC/MO 0.17% of their portfolio ST LOUIS, MO 6,5026.5k $1.2m $1.2m 0.17% Unchanged
80 Legacy Capital Group California, Inc. 0.35% of their portfolio LOS GATOS, CA 6,3546.4k $1.2m $1.2m 0.35% Added +13 +13
81 NorthCoast Asset Management LLC 0.03% of their portfolio STAMFORD, CT 6,3536.4k $1.2m $1.2m 0.03% Added +12 +12
82 GenWealth Group, Inc. 0.18% of their portfolio Maplewood, NJ 6,3106.3k $1.2m $1.2m 0.18% Reduced -58 -58
83 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 6,1576.2k $1.1m $1.1m 0.01% Reduced -18.6k -18,640
84 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 6,1426.1k $1.1m $1.1m 0.06% Reduced -62 -62
85 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.00% of their portfolio CHARLOTTE, NC 6,1376.1k $1.1m $1.1m 0.00% Reduced -283 -283
86 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 6,0816.1k $1.1m $1.1m 0.00% Added +3.2k +3,246
87 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 6,0086.0k $1.1m $1.1m 0.01% Added +342 +342
88 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 6,0006.0k $1.1m $1.1m 0.01% Unchanged
89 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 5,9245.9k $1.1m $1.1m 0.00% Added +50 +50
90 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 5,8555.9k $1.1m $1.1m 0.01% Reduced -1 -1
91 Centric Wealth Management 0.16% of their portfolio CHICAGO, IL 5,8545.9k $1.0m $1.0m 0.16% Unchanged
92 RIK SAYLOR FINANCIAL, INC. 0.71% of their portfolio FAIRFIELD, OH 5,8435.8k $1.1m $1.1m 0.71% Unchanged
93 Bawa N Mallick Trust 0.34% of their portfolio FOREST HILLS, NY 5,7505.8k $1.0m $1.0m 0.34% Unchanged
94 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 5,6975.7k $1.0m $1.0m 0.00% Unchanged
95 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 5,6355.6k $1.0m $1.0m 0.02% New
96 V2 Financial group LLC 0.37% of their portfolio NAPERVILLE, IL 5,5005.5k $1.0m $1.0m 0.37% Unchanged
97 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 5,4305.4k $989.8k $989.8k 0.00% Reduced -100 -100
98 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 5,4215.4k $985.8k $985.8k 0.00% Unchanged
99 Riverbend Wealth Management, LLC 0.50% of their portfolio Myrtle Beach, SC 5,4005.4k $984.3k $984.3k 0.50% Unchanged
100 Chung Wu Investment Group, LLC 0.63% of their portfolio SUGAR LAND, TX 5,2205.2k $951.5k $951.5k 0.63% Reduced -2.0k -2,000