IYY ISHARES TR
FollowDOW JONES US ETF (fund)
Filings received so far for Q3 2026: 10 13F filers report a position in IYY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Apella Capital, LLC | 84,157 | $15.9M | 0.2% | -174 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 23,274 | $4.32M | 0.29% | -223 | 13F-HRTimeline |
| Kaydan Wealth Management, Inc. | 9,273 | $1.72M | 0.59% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 8,947 | $1.66M | 0.01% | +326 | 13F-HRTimeline |
| Wedmont Private Capital | 6,524 | $1.23M | 0.03% | +5,161 | 13F-HRTimeline |
| Ballew Advisors, Inc | 3,290 | $616K | 0.31% | -100 | 13F-HRTimeline |
| Galvin, Gaustad & Stein, LLC | 1,505 | $279K | 0.02% | +3 | 13F-HRTimeline |
| Grove Bank & Trust | 497 | $92.1K | 0.01% | 0 | 13F-HRTimeline |
| Bangor Savings Bank | 472 | $87.5K | 0.01% | 0 | 13F-HRTimeline |
| GAMMA Investing LLC | 66 | $12.2K | <0.01% | 0 | 13F-HRTimeline |