iShares Trust - iShares Dow Jones U.S. ETF
US ˙ ARCA

SecurityIYY / iShares Trust - iShares Dow Jones U.S. ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,071 shares
Latest Disclosed Value $ 169,700
IFP Advisors, Inc ownership in IYY / iShares Trust - iShares Dow Jones U.S. ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,071 shares of iShares Trust - iShares Dow Jones U.S. ETF (US:IYY) valued at $169,700 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,071 shares of iShares Trust - iShares Dow Jones U.S. ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $192,202 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464287846 1,071 0 0.00 170 -4.52 0.0035
2026-02-06 2025-12-31 13F ISHARES TR cs 464287846 1,071 25 2.39 178 4.73 0.0040
2026-02-06 2025-09-30 13F/A-1 ISHARES TR DOW JONES US ETF cs 464287846 1,046 -1 -0.10 170 7.64 0.0044
2025-12-02 2025-09-30 13F ISHARES TR DOW JONES US ETF cs 464287846 1,046 -1 170 0.0044
2025-07-24 2025-06-30 13F I cs 464287846 1,047 -1,601 -60.46 158 -56.39 0.0045
2025-05-05 2025-03-31 13F ISHARES TR cs 464287846 2,648 797 43.06 360 36.36 0.0111
2025-02-04 2024-12-31 13F ISHARES TR cs 464287846 1,851 2 0.11 265 2.33 0.0087
2025-02-04 2024-09-30 13F ISHARES TR cs 464287846 1,849 2 0.11 258 5.74 0.0093
2024-07-30 2024-06-30 13F ISHARES TR cs 464287846 1,847 2 0.11 244 3.39 0.0097
2024-07-30 2024-03-31 13F ISHARES TR cs 464287846 1,845 2 0.11 236 10.28 0.0104
2024-01-09 2023-12-31 13F ISHARES TR cs 464287846 1,843 7 0.38 215 12.04 0.0101
2023-10-12 2023-09-30 13F ISHARES TR cs 464287846 1,836 -100 -5.17 192 -8.61 0.0086
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287846 1,936 -198 -9.28 210 2.45 0.0088
2023-08-04 2023-06-30 13F ISHARES TR cs 464287846 1,936 -198 185 0.0086
2023-04-18 2023-03-31 13F ISHARES TR cs 464287846 2,134 -2,218 -50.97 204 0.0089
2023-02-07 2022-12-31 13F ISHARES TR cs 464287846 4,352 -306 -6.57 0 -100.00 0.0111
2022-11-08 2022-09-30 13F ISHARES TR cs 464287846 4,658 5 0.11 447 0.22 0.0116
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287846 4,653 0 0.00 446 0.00 0.0143
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287846 4,653 1,891 68.46 446 36.81 0.0143
2022-08-08 2022-03-31 13F ISHARES TR DOW JONES US ETF Stock 464287846 3,336 574 342 0.0070
2022-01-12 2021-12-31 13F ISHARES TR DOW JONES US ETF Stock 464287846 2,762 304 12.37 326 22.56 0.0064
2021-10-06 2021-09-30 13F ISHARES TR DOW JONES US ETF Stock 464287846 2,458 3 0.12 266 0.38 0.0053
2021-07-13 2021-06-30 13F ISHARES TR DOW JONES US ETF Stock 464287846 2,455 1,209 97.03 265 113.71 0.0055
2021-04-30 2021-03-31 13F ISHARES TR DOW JONES US ETF Stock 464287846 1,246 -1,051 -45.76 124 -43.12 0.0024
2021-01-25 2020-12-31 13F ISHARES TR DOW JONES US ETF Stock 464287846 2,297 1,469 177.42 218 56.83 0.0088
2020-10-29 2020-09-30 13F ISHARES TR DOW JONES US ETF Stock 464287846 828 -225 -21.37 139 -12.58 0.0083
2020-08-05 2020-06-30 13F ISHARES TR DOW JONES US ETF Stock 464287846 1,053 530 101.34 159 137.31 0.0126
2020-05-12 2020-03-31 13F ISHARES TR DOW JONES US ETF Stock 464287846 523 0 0.00 67 -20.24 0.0068
2020-01-17 2019-12-31 13F ISHARES TR DOW JONES US ETF Stock 464287846 523 -563 -51.84 84 -47.17 0.0063
2019-11-07 2019-09-30 13F ISHARES TR DOW JONES US ETF Stock 464287846 1,086 504 86.60 159 91.57 0.0107
2019-05-15 2019-03-31 13F ISHARESU S ETF ETF 464287846 582 -802 -57.95 83 -51.46 0.0113
2019-06-03 2018-12-31 13F/A-10 ISHARES DOW JONES U.S. ETF ETF 464287846 1,384 -251 -15.35 171 -28.15 0.0104
2019-01-23 2018-12-31 13F ISHARES DOW JONES U.S. ETF ETF 464287846 1,384 -251 171 0.0104
2019-06-03 2018-09-30 13F/A-9 ISHARES DOW JONES U.S. ETF ETF 464287846 1,635 -388 -19.18 238 -13.77 0.0097
2018-10-25 2018-09-30 13F ISHARES DOW JONES U.S. ETF ETF 464287846 1,635 -388 238 0.0097
2019-06-03 2018-06-30 13F/A-8 ISHARES DOW JONES U.S. ETF ETF 464287846 2,023 462 29.60 276 32.06 0.0116
2018-08-07 2018-06-30 13F ISHARES DOW JONES U.S. ETF ETF 464287846 2,023 -40 276
2019-06-03 2018-03-31 13F/A-7 ISHARES DOW JONES U.S. ETF ETF 464287846 1,561 0 0.00 209 0.00 0.0095
2018-05-09 2018-03-31 13F ISHARES DOW JONES U.S. ETF ETF 464287846 2,063 502 273
2019-06-03 2017-12-31 13F/A-6 ISHARES DOW JONES U.S. ETF ETF 464287846 1,561 -33 -2.07 209 3.98 0.0095
2018-01-24 2017-12-31 13F ISHARES DOW JONES U.S. ETF ETF 464287846 1,561 -33 209
2017-10-30 2017-09-30 13F ISHARES DOW JONES U.S. ETF ETF 464287846 1,594 3 0.19 201 4.15 0.0080
2019-06-03 2017-06-30 13F/A-5 ISHARES DOW JONES U.S. ETF ETF 464287846 1,591 -75 -4.50 193 -2.03 0.0082
2017-07-31 2017-06-30 13F ISHARES DOW JONES U.S. ETF ETF 464287846 1,591 -75 193
2019-06-03 2017-03-31 13F/A-4 ISHARES DOW JONES U.S. ETF ETF 464287846 1,666 382 29.75 197 36.81 0.0086
2017-04-26 2017-03-31 13F ISHARES DOW JONES U.S. ETF ETF 464287846 1,666 382 197
2019-06-03 2016-12-31 13F/A-3 ISHARES DOW JONES U.S. ETF ETF 464287846 1,284 10 0.78 144 4.35 0.0069
2017-02-14 2016-12-31 13F ISHARES DOW JONES U.S. ETF ETF 464287846 1,284 10 144
2016-11-04 2016-09-30 13F ISHARES DOW JONES U.S. ETF ETF 464287846 1,274 -200 -13.57 138 -10.39 0.0072
2019-06-03 2016-06-30 13F/A-2 ISHARES DOW JONES U.S. ETF ETF 464287846 1,474 892 153.26 154 85.54 0.0086
2016-08-22 2016-06-30 13F ISHARES DOW JONES U.S. ETF ETF 464287846 1,474 892 154
2019-06-03 2016-03-31 13F/A-1 ISHARESU S ETF ETF 464287846 582 -1,808 -75.65 83 -65.98 0.0113
2016-05-02 2016-03-31 13F ISHARES DOW JONES U.S. ETF ETF 464287846 2,176 -214 223
2016-02-11 2015-12-31 13F ISHARES DOW JONES U.S. ETF ETF 464287846 2,390 2,390 244 0.0164
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.