Public ownership evidence

iShares Dow Jones U.S. ETF (IYY) Ownership Disclosures

Read IYY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Dow Jones U.S. ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Reflection Asset Management
Report period
2026-03-31
Available
2026-08-27
Reported shares
1,780
Value (USD)
$310,568
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002108398-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IYY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IYY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Reflection Asset Management2026-03-312026-08-271,780$310,568None
Kingsview Wealth Management, LLC2026-06-302026-08-203,029$552,184None
Archer Investment Corp2026-06-302026-08-20523$95,363None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,960$1,815,494None
Beacon Pointe Advisors, LLC2026-06-302026-08-194,495$819,407None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-191,800$328,104None
Coastal Bridge Advisors, LLC2026-06-302026-08-1814,592$2,659,787None
Corient Private Wealth LP2026-06-302026-08-184,811$876,697None
Transamerica Financial Advisors, LLC2026-06-302026-08-183$657None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-183,951$720,263None
Equitable Holdings, Inc.2026-06-302026-08-186,008$1,095,178None
Fayez Sarofim & Co2026-06-302026-08-188,000$1,458,240None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-181,196$218,000None
EFG International AG2026-06-302026-08-15478$87,130None
AMERIFLEX GROUP, INC.2026-06-302026-08-15588$107,181None
Synergy Investment Management, LLC2026-06-302026-08-15700$127,596None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15100$18,228None
Bawa N Mallick Trust2026-06-302026-08-155,750$1,048,110None
Federation des caisses Desjardins du Quebec2026-06-302026-08-153,035$553,220None
Mutual Advisors, LLC2026-06-302026-08-154,153$756,945None
Nemes Rush Group LLC2026-06-302026-08-1517$3,099None
COFG Advisors, LLC2026-06-302026-08-1544,895$8,183,461None
Sentry LLC2026-06-302026-08-151,170$213,268None
Qube Research & Technologies Ltd2026-06-302026-08-15207$37,732None
IFG Advisory, LLC2026-06-302026-08-1564$11,666None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,944$354,317None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,116$750,268None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,107$566,314None
OSAIC HOLDINGS, INC.2026-06-302026-08-1571,610$13,057,614None
COOPER/HAIMS ADVISORS, LLC2026-06-302026-08-151,925$350,858None
HRT FINANCIAL LP2026-06-302026-08-153,864$704,000None
MARSHALL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1596$17,456None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-15800$145,824None
Waverly Advisors, LLC2026-06-302026-08-156,000$1,093,680None
BROWN ADVISORY INC2026-06-302026-08-153,784$689,748None
BROWN ADVISORY INC2026-06-302026-08-159,000$1,640,520None
Destination Wealth Management2026-06-302026-08-151,380$251,546None
&PARTNERS2026-06-302026-08-152,297$418,697None
HANCOCK WHITNEY CORP2026-06-302026-08-151,668$304,043None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1511,049$1,970,944None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15197$35,909None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15102,430$18,670,882None
MAI Capital Management2026-06-302026-08-1533,871$6,173,980None
Pinnacle Financial Partners, Inc.2026-06-302026-08-152,876$524,289None
Pinnacle Financial Partners, Inc.2026-06-302026-08-151,479$269,592None
Cerity Partners LLC2026-06-302026-08-153$617None
Cerity Partners LLC2026-06-302026-08-15982$178,941None
Cerity Partners LLC2026-06-302026-08-152,141$390,249None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-151,170$213,268None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1518,809$3,428,419None

90-day public filing window, up to 50 source positions.

Reflection Asset Management ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗NORTH STAR ASSET MANAGEMENT INC ↗Coastal Bridge Advisors, LLC ↗Corient Private Wealth LP ↗Transamerica Financial Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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