Skip to content
Disclosery

IYK ISHARES TR

Follow

US CONSM STAPLES (fund)

284 managers (286 13F filers) reported a position in IYK shares at 2026-06-30, 12,722,035 shares in all. 19 filers opened a position and 22 filers sold out during the quarter.

Managers
284
13F filers
286
New
19
Added
89
Reduced
103
Sold out
22
Shares held by filers
12,722,035

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Dynasty Wealth Management, LLC1,740,483$126M0.94%-388,34313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO989,730$72.8M<0.01%-143,70913F-HRTimelineGroup
LPL Financial LLC819,267$59.5M0.01%-40,15913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC779,206$56.6M0.87%-121,44313F-HRTimeline
OpenArc Corporate Advisory, LLC757,167$55M0.65%-232,75813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY684,765$49.8M<0.01%-3,56013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/559,882$40.7M<0.01%-18,19313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…472,865$34.4M0.02%+6,09813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding365,212$26.5M-10,837Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC308,545$22.4M0.28%-10,48213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA270,687$19.7M<0.01%-41,75513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS251,360$18.3M0.01%-149,65513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN242,439$17.6M<0.01%-12,07313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC217,097$15.8M<0.01%-39,17813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC216,398$15.7M<0.01%-40,36313F-HRTimelineGroup
Steward Partners Investment Advisory, L…214,283$15.6M0.08%-341,39313F-HRTimeline
Cetera Investment Advisers211,879$15.4M0.01%-2,22813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.205,812$15M0.02%+24,32013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC186,826$13.6M<0.01%-398,18913F-HRTimelineGroup
Cambridge Investment Research Advisors,…174,796$12.7M0.03%-43113F-HR/ATimeline
CIBC WORLD MARKET INC.141,612$10.3M0.02%+9,66213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC136,573$9.92M0.01%-4,80813F-HRTimeline
MGO ONE SEVEN LLC118,324$8.6M0.14%+14,43113F-HRTimeline
Key Client Fiduciary Advisors, LLC117,020$8.5M2.48%-9,50013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP113,672$8.26M0.01%+95,98913F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI102,650$7.46M0.05%+34,20013F-HRTimelineGroup
WealthSpring Partners, LLC100,371$7.29M6.27%+1,71413F-HRTimeline
UNIQUE WEALTH, LLC94,306$6.85M0.8%+1,44913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC79,192$5.75M<0.01%+24,94113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC66,583$4.84M0.06%+35,04713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP65,416$4.82M<0.01%+4,15313F-HRTimelineGroup
Aspen Wealth Strategies, LLC50,014$3.63M1.76%+57613F-HRTimeline
MML INVESTORS SERVICES, LLC45,524$3.31M0.01%+3,31613F-HRTimeline
Centerline Wealth Advisors, LLC45,380$3.3M1.03%-18,58213F-HRTimeline
NewEdge Advisors, LLC40,168$2.92M0.01%-6,38213F-HRTimeline
First Citizens Financial Corp38,154$2.77M1.16%-25813F-HRTimeline
Conservest Capital Advisors, Inc.36,530$2.65M0.21%-71913F-HRTimeline
Sanctuary Advisors, LLC35,943$2.61M0.01%+5,66313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…34,897$2.54M<0.01%-90213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP34,829$2.53M0.12%-38313F-HRTimeline
Storen Legacy Partners, LLC33,833$2.46M0.67%-9,76713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd33,193$2.41M0.03%+6,58613F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC30,180$2.19M0.21%+14,28213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding29,543$2.15M-4,938Timeline
Consolidated Investment Group LLC27,900$2.03M0.18%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,163$1.97M<0.01%-12,22913F-HRTimelineGroup
WealthCare Investment Partners, LLC26,361$1.92M0.47%-4,44213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth26,277$1.91M<0.01%+7,27213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,805$1.87M<0.01%+5,19213F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC25,060$1.82M0.31%-95213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT24,153$1.75M0.47%+57013F-HRTimeline
SFI Advisors, LLC23,834$1.73M1.49%-56213F-HRTimeline
Wall Street Financial Group, Inc.23,124$1.68M0.9%+1,05013F-HRTimeline
B. Riley Wealth Advisors, Inc.22,386$1.65M0.09%+65813F-HRTimeline
R2 Capital Strategies, LLC22,427$1.63M0.74%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,142$1.54M0.12%+5,68713F-HRTimelineGroup
S&A Financial Services, Inc.20,173$1.47M0.89%-71013F-HRTimeline
Janney Montgomery Scott LLC19,434$1.41M<0.01%-1,04713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,334$1.4M<0.01%+10,60713F-HRTimeline
Geneos Wealth Management Inc.19,159$1.39M0.03%-92513F-HRTimeline
Comprehensive Wealth Management, LLC19,071$1.39M0.63%+72213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,463$1.36M<0.01%-45513F-HRTimeline
Waterloo Capital, L.P.18,727$1.36M0.08%+10513F-HRTimeline
Sovran Advisors, LLC17,511$1.35M0.1%+33013F-HRTimeline
Smartleaf Asset Management LLC18,168$1.34M0.04%013F-HRTimeline
Mariner, LLCin group Mariner, LLC18,185$1.32M<0.01%+2,65413F-HRTimelineGroup
Signal Advisors Wealth, LLC16,895$1.23M0.06%+4,77913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,234$1.11M0.01%+5,14213F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC15,766$1.09M0.14%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,719$1.07M0.01%-1,39713F-HRTimelineGroup
Stonebridge Financial Planning Group, L…14,709$1.07M0.34%-1,15013F-HRTimeline
IHT Wealth Management, LLC14,320$1.04M0.02%-88713F-HRTimeline
FMR LLCin group FMR LLC14,268$1.04M<0.01%-20913F-HRTimelineGroup
Merit Financial Group, LLC14,103$1.02M0.01%-34213F-HR/ATimeline
Cyndeo Wealth Partners, LLC13,728$997K0.05%-2,67613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,707$996K<0.01%+99013F-HRTimelineGroup
Asset One Wealth Management LLC13,267$970K0.1%+53313F-HRTimeline
Counterweight Ventures, LLC13,313$967K0.48%-16513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,218$960K<0.01%+23013F-HRTimelineGroup
Mutual Advisors, LLC13,143$955K0.02%+65613F-HRTimeline
HighTower Advisors, LLC12,870$935K<0.01%-78913F-HRTimeline
MAI Capital Management12,568$913K<0.01%+5,15413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC12,519$910K<0.01%013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,298$894K<0.01%-18,46813F-HRTimelineGroup
NTV Asset Management LLC11,975$870K0.09%-5,62213F-HRTimeline
Arkadios Wealth Advisors11,817$859K0.01%+72313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,794$857K<0.01%-1,94313F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,579$841K<0.01%+9913F-HRTimelineGroup
Simmons Bankin group Simmons Bank11,457$832K0.05%-6713F-HRTimelineGroup
Atria Investments, Inc11,424$830K0.01%-82213F-HRTimeline
Stone Wealth Partners11,248$817K0.6%-1,22813F-HRTimeline
Lakeshore Capital Group, Inc.11,112$807K0.6%-213F-HRTimeline
Creative Planningin group Creative Planning10,770$783K<0.01%-4013F-HRTimelineGroup
Stillwater Capital Advisors, LLC10,607$771K0.08%-1313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,561$767K<0.01%-93013F-HRTimelineGroup
Essex LLC10,484$762K0.12%-85313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,319$750K<0.01%+63113F-HRTimelineGroup
Adams Wealth Management9,759$709K0.14%-4,03613F-HRTimeline
CacheTech Inc.9,759$709K0.11%-4,03613F-HRTimeline
MONECO ADVISORS, LLC9,756$709K0.04%-21313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,728$707K<0.01%-88713F-HRTimelineGroup
Prospera Financial Services Inc9,462$688K0.01%+10413F-HRTimeline
HighPoint Advisor Group LLC9,036$657K0.02%-55513F-HRTimeline
BCS Wealth Management9,000$654K0.12%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC8,892$646K0.63%+43513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,759$636K0.03%-2,31913F-HRTimeline
Advisory Services Network, LLC8,421$612K0.01%+5,86713F-HRTimeline
DAVENPORT & Co LLC8,064$586K<0.01%-213F-HRTimeline
Coastal Bridge Advisors, LLC8,043$584K0.04%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,959$578K0.03%+1,02713F-HRTimeline
Private Advisor Group, LLC7,825$569K<0.01%-21,55713F-HRTimeline
Perigon Wealth Management, LLC7,816$568K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,772$565K0.01%+3,36413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,616$553K<0.01%+2,35513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,404$538K<0.01%-1,27813F-HRTimelineGroup
New Insight Wealth Advisors7,270$528K0.16%-1,87513F-HRTimeline
Bellwether Advisors, LLC7,234$526K0.08%-22713F-HRTimeline
BLAIR WILLIAM & CO/IL7,067$513K<0.01%+1413F-HRTimeline
Blankinship & Foster, LLC6,934$504K0.1%+2913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,852$498K0.01%+77913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,610$480K<0.01%new13F-HR/ATimeline
Pacific Sun Financial Corp6,506$473K0.19%+10013F-HRTimeline
Global Retirement Partners, LLC6,320$459K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,314$459K0.01%+45713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,178$449K0.01%-24,72513F-HRTimelineGroup
&PARTNERS6,053$440K<0.01%+69213F-HRTimeline
Quotient Wealth Partners, LLC5,915$430K0.01%-16413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,885$428K0.01%-40013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC5,737$417K0.25%-1713F-HRTimeline
Accel Wealth Management5,697$414K0.09%-76913F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY5,676$412K0.22%+1013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,603$407K<0.01%+1,85013F-HRTimelineGroup
Glenview Trust Co5,592$406K0.01%-1,12613F-HR/ATimeline
Arax Advisory Partners5,546$403K<0.01%+4,87113F-HRTimeline
Nova Wealth Management, Inc.5,531$402K0.22%+3413F-HRTimeline
Belpointe Asset Management LLC5,261$382K0.01%new13F-HRTimeline
Quantinno Capital Management LP5,249$381K<0.01%-36513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,180$376K<0.01%-46713F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC5,053$367K0.02%+30813F-HRTimeline
GREENLEAF TRUST4,983$362K<0.01%013F-HRTimeline
Beacon Financial Advisory LLC4,899$356K0.07%+36713F-HRTimeline
Traveka Wealth, LLC4,883$355K0.12%+56413F-HRTimeline
GARRISON POINT ADVISORS, LLC4,878$354K0.14%013F-HRTimeline
PUREfi Wealth, LLC4,856$353K0.19%+37513F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,851$352K0.03%013F-HRTimeline
Beacon Pointe Advisors, LLC4,732$344K<0.01%+72013F-HRTimeline
Retirement Planning Group, LLC4,654$338K0.01%+1913F-HRTimeline
Novak & Powell Financial Services, Inc.4,562$331K0.16%+1,16113F-HRTimeline
Odyssey Capital Advisors, Inc.4,523$329K0.24%+213F-HRTimeline
Targeted Financial Services LLC4,483$326K0.24%-613F-HRTimeline
Symphony Financial Services, Inc.4,418$321K0.14%-17013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,385$319K0.02%-1,12913F-HRTimeline
CoreCap Advisors, LLC4,332$315K0.01%+28713F-HRTimeline
Cordatus Wealth Management LLC4,233$308K0.07%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,218$306K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,166$303K<0.01%013F-HRTimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.4,083$297K0.01%+55913F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC4,055$295K0.05%-1,65713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,988$290K<0.01%-35113F-HRTimelineGroup
Atlas Private Wealth Advisors3,952$287K0.06%-70113F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC3,914$284K0.02%-36213F-HRTimelineGroup
Fairvoy Private Wealth, LLC3,895$283K0.06%-34713F-HRTimeline
SONATA CAPITAL GROUP INC3,720$270K0.09%-40013F-HRTimeline
SCOTIA CAPITAL INC.3,697$269K<0.01%013F-HRTimeline
V2 Financial group LLC3,600$262K0.1%013F-HRTimeline
PATTEN & PATTEN INC/TN3,562$259K0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC3,527$256K0.03%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,507$255K<0.01%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3,500$254K<0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,472$252K<0.01%+20013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,364$244K<0.01%-24213F-HRTimeline
BAILARD, INC.3,350$243K<0.01%-28313F-HRTimeline
Commonwealth Retirement Investments LLC3,306$240K0.07%-23113F-HRTimeline
High Point Wealth Management, LLC3,305$240K0.2%+1213F-HRTimeline
Diversified Enterprises, LLC3,297$240K0.01%+213F-HRTimeline
Farther Finance Advisors, LLC3,223$234K<0.01%+12413F-HRTimeline
One Charles Private Wealth Services, LLC3,205$233K0.05%-61113F-HRTimeline
Gladstone Institutional Advisory LLC3,174$231K0.01%+1513F-HRTimeline
Stronghold Wealth Management L.L.C.3,149$229K0.31%-4513F-HRTimeline
Milestone Asset Management Group, LLC3,102$225K0.11%-20613F-HRTimeline
Sigma Planning Corp3,054$222K0.01%-1613F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA3,026$220K<0.01%new13F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC3,000$218K0.1%013F-HRTimeline
Center for Wealth Management Advisory2,977$216K0.14%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,956$215K<0.01%+213F-HRTimeline
REDW Wealth LLC2,903$211K0.08%+1713F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.2,895$210K0.07%-12413F-HRTimeline
United Advisor Group, LLC2,805$204K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.2,775$202K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,771$201K<0.01%-1613F-HRTimeline
IFG Advisory, LLC2,366$172K0.01%new13F-HRTimeline
ADIRONDACK TRUST CO2,281$166K0.05%-36513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,262$164K<0.01%+10413F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,250$163K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,100$153K0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC2,021$147K<0.01%+1113F-HRTimeline
Allworth Financial LP1,995$145K<0.01%-57313F-HRTimeline
Integrated Wealth Concepts LLC1,880$137K<0.01%new13F-HRTimeline
BAYBAN1,750$127K0.1%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,709$124K<0.01%+713F-HRTimelineGroup