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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

IYY* — Fundamentals, Valuation & Ownership | QW Research

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iShares Dow Jones U.S. ETF (IYY*)

Highly Crowded

Held by 276 of 5,944 reporting institutions (94th percentile) — extremely crowded.

Data as of Q1 2026

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

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Ownership Map

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Crowding AnalysisHighly Crowded

Holders276of 5,944

Avg: 68

Uncrowded94th percentileCrowded

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Institutional Ownership

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of shares outstanding · 276 funds hold it

Ownership Change

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vs last quarter

Crowding

94ᵗʰ pctl

more crowded than 94% of tracked stocks

Institutional Value

$582.0M

total position value across all 13F filers

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Institutional Trends (8 Quarters)

No trend data available for this metric.

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Institutional Holders

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Institutional Holders

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Ownership Map

The ownership map is taking longer than usual to load. Refresh in a moment — the crowding and activity cards below are ready now.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

The ownership map is taking longer than usual to load. Refresh in a moment — the crowding and activity cards below are ready now.

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Crowding AnalysisHighly Crowded

Holders276of 5,944

Avg: 68

Uncrowded94th percentileCrowded

Loading crowding analysis...

Ownership Map

The ownership map is taking longer than usual to load. Refresh in a moment — the crowding and activity cards below are ready now.

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisHighly Crowded

Holders276of 5,944

Avg: 68

Uncrowded94th percentileCrowded

Crowding AnalysisHighly Crowded

Holders276of 5,944

Avg: 68

Uncrowded94th percentileCrowded