Form 13-F position report Filing season in progress

ISHARES TR DOW JONES U.S. INDE

Reported by Finley Financial LLC

ETF profile Manager portfolio Source filing
IYY CUSIP 464287846 Manager CIK 0002047823
Latest reported change

Reported 13,906 shares, down 111 (0.8%) from the prior quarter.

Reported value 1.1%; share count -0.8% vs. the prior quarter.

Reduced
% of reported 13F value 1.07% This manager · Q3 2026
Shares 13,906 Quarter-end amount reported
Reported value $2,583,735 Fair value at quarter end
Consecutive quarters held 8 Through Q3 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

8 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 13,906 -111 (-0.8%) 1.07% $2,583,735 2026-10-28
Q2 2026 Reduced 14,017 -1,000 (-6.7%) 1.03% $2,555,019 2026-07-08
Q1 2026 Reduced 15,017 -970 (-6.1%) 1.11% $2,379,444 2026-04-23
Q4 2025 Reduced 15,987 -210 (-1.3%) 1.21% $2,650,804 2026-01-21
Q3 2025 Unchanged 16,197 0 (0.0%) 1.22% $2,631,656 2025-10-23
Q2 2025 Reduced 16,197 -300 (-1.8%) 1.23% $2,443,706 2025-07-09
Q1 2025 Reduced 16,497 -1,381 (-7.7%) 1.24% $2,228,085 2025-05-13
Q4 2024 New 17,878 +17,878 (0.0%) 1.35% $2,591,774 2025-01-17
Institutional context

Who else reported the position

124 managers reported ISHARES TR DOW JONES U.S. INDE for Q3 2026 so far.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Kestra Advisory Services LLC Added 108,080 +60,397 0.06% $20,037,950 25 qtrs
Apella Capital LLC Reduced 84,157 -174 0.2% $15,895,574 4 qtrs
Creative Planning Added 45,280 +7,537 < 0.01% $8,394,837 54 qtrs
WEALTH ENHANCEMENT ADVISORY SERVICES LLC Added 35,579 +235 < 0.01% $6,690,194 13 qtrs
STEINBERGANNA WEALTH MANAGEMENT Reduced 35,774 -491 2.85% $6,632,503 5 qtrs
COMMONWEALTH EQUITY SERVICES LLC Reduced 35,407 -20,859 < 0.01% $6,564,531 36 qtrs
ARKANSAS FINANCIAL GROUP INC Added 32,660 +2,939 0.81% $6,055,164 13 qtrs
ASPIRIANT LLC Unchanged 29,744 0 0.14% $5,514,538 35 qtrs
First Heartland Consultants Inc Reduced 23,274 -223 0.29% $4,315,006 44 qtrs
Asset Advisors Investment Management LLC Unchanged 21,249 0 0.34% $3,939,565 33 qtrs
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Filing details and methodology As reported
Report period
September 30, 2026
Filed
October 28, 2026
Filing type
13F-HR
Position type
DOW JONES US ETF

Voting authority reported

Sole
0
Shared
0
None
13,906

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.