Who Owns ISHARES TR DJ TOTAL MKT US TOT (IYY)? -- Institutional Holders (2026-03-31)
294 institutions reported holding $596.1M of ISHARES TR DJ TOTAL MKT US TOT (IYY) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($67.3M), LPL Financial LLC ($48.2M), BANK OF AMERICA CORP /DE/ ($39.5M), Savant Capital, LLC ($24.5M), PNC Financial Services Group, Inc. ($22.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $67.3M | 424,458 | Trimmed |
| 2 | LPL Financial LLC | $48.2M | 304,502 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $39.5M | 249,037 | Added |
| 4 | Savant Capital, LLC | $24.5M | 154,718 | Trimmed |
| 5 | PNC Financial Services Group, Inc. | $22.2M | 140,296 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $20.4M | 128,510 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $16.7M | 105,487 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $15.8M | 99,656 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $15.3M | 96,343 | Added |
| 10 | Apella Capital, LLC | $14.7M | 84,787 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $12.5M | 78,622 | Added |
| 12 | Royal Bank of Canada | $12.3M | 77,895 | Added |
| 13 | Rothschild Wealth LLC | $12.0M | 75,755 | Trimmed |
| 14 | Cetera Investment Advisers | $9.7M | 61,041 | Trimmed |
| 15 | UBS Group AG | $9.0M | 56,528 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $6.9M | 43,544 | Trimmed |
| 17 | AMERIPRISE FINANCIAL INC | $6.4M | 40,671 | Trimmed |
| 18 | BANK OF MONTREAL /CAN/ | $6.4M | 40,297 | Added |
| 19 | Creative Planning | $6.0M | 37,974 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.8M | 36,378 | Trimmed |
| 21 | STEINBERGANNA WEALTH MANAGEMENT | $5.8M | 36,598 | Trimmed |
| 22 | FMR LLC | $5.7M | 35,994 | Added |
| 23 | MAI Capital Management | $5.0M | 31,291 | Trimmed |
| 24 | Bank of New York Mellon Corp | $4.8M | 30,227 | Trimmed |
| 25 | ASPIRIANT, LLC | $4.7M | 29,744 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31