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Disclosery

IYK ISHARES TR

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US CONSM STAPLES (fund)

286 managers (288 13F filers) reported a position in IYK shares at 2026-06-30, 12,723,930 shares in all. 19 filers opened a position and 22 filers sold out during the quarter.

Managers
286
13F filers
288
New
19
Added
89
Reduced
103
Sold out
22
Shares held by filers
12,723,930

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
STEPH & CO1,530$111K0.03%013F-HRTimeline
EP Wealth Advisors, LLC1,406$102K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,366$99.2K0.01%+50013F-HRTimeline
Private Wealth Asset Management, LLC1,341$97.4K0.01%013F-HRTimeline
Archer Investment Corp1,339$97.3K0.02%+213F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.1,260$92K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC1,170$85K0.03%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,155$83.9K0.11%+313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,128$82K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,110$80.7K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,023$74.3K0.06%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp960$69.8K<0.01%-14013F-HRTimelineGroup
Caitlin John, LLC891$64.7K0.04%013F-HRTimeline
N.E.W. Advisory Services LLC890$64.6K<0.01%-213F-HRTimeline
Signature Resources Capital Management,…834$60.6K0.02%new13F-HRTimeline
Forum Finance Group S.A.1,020$60K0.02%013F-HRTimeline
Ball & Co Wealth Management Inc.823$59K0.04%+36513F-HRTimeline
Davis Capital Management732$53.2K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC705$51.2K<0.01%-36213F-HRTimeline
Parallel Advisors, LLC690$50.1K<0.01%+53113F-HRTimeline
SYM FINANCIAL Corp686$49.8K<0.01%+413F-HRTimeline
FIRST HORIZON CORP627$45.6K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.600$43.6K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.592$43K0.01%+313F-HRTimeline
TD Waterhouse Canada Inc.552$40.5K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc532$38.7K0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.494$35.9K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.475$34.5K<0.01%013F-HRTimeline
Highland Investment Advisors LLC465$33.8K0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC462$33.6K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp450$32.7K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors450$32.7K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC441$32K<0.01%013F-HRTimeline
CX Institutional438$32K<0.01%-31313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC420$30.5K<0.01%013F-HRTimelineGroup
Bangor Savings Bank408$29.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust406$29.5K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…390$28.3K<0.01%013F-HRTimeline
Financial Life Planners365$26.5K0.02%+213F-HRTimeline
Key Capital Management, INC360$26.2K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc300$21.8K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC300$21.8K<0.01%013F-HRTimeline
Piscataqua Savings Bank300$21.8K0.01%013F-HRTimeline
Capitol Family Office, Inc.297$21.6K0.02%013F-HRTimeline
Front Row Advisors LLC288$21.3K0.01%-30013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS286$20.8K<0.01%new13F-HRTimeline
Basepoint Wealth LLC280$20.3K0.01%013F-HRTimeline
CENTRAL TRUST Co270$19.6K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…256$18.8K<0.01%+23813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.249$18.1K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK240$17.4K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC237$17.2K<0.01%new13F-HRTimeline
Continuum Advisory, LLC222$16.1K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC204$14.8K<0.01%013F-HRTimeline
Synergy Investment Management, LLC198$14.4K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC198$14K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.165$12K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA150$10.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…137$9.95K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC124$9.31K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC126$9.15K<0.01%013F-HRTimeline
SIGNATUREFD, LLC125$9.11K<0.01%013F-HRTimeline
Olistico Wealth, LLC120$8.72K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC118$8.57K<0.01%-713F-HRTimeline
CBIZ Investment Advisory Services, LLC108$7.56K<0.01%013F-HRTimeline
Main Street Group, LTD102$7.41K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners99$7.19K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC97$7.05K<0.01%+8513F-HRTimeline
Founders Financial Alliance, LLC67$4.84K<0.01%+113F-HRTimeline
Triumph Capital Management64$4.65K<0.01%-213F-HRTimeline
HM PAYSON & CO53$3.85K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC53$3.85K<0.01%+113F-HRTimeline
EPG Wealth Management LLC45$3.27K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC42$3.05K<0.01%013F-HRTimeline
Core Capital Management & Research, inc.39$2.94K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC33$2.4K<0.01%-27913F-HRTimeline
Covestor Ltd30$2K<0.01%013F-HRTimeline
GAMMA Investing LLC27$1.96K<0.01%013F-HRTimeline
Investors Research Corp23$1.64K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.21$1.54K<0.01%013F-HRTimeline
Dunhill Financial, LLC13$944<0.01%+913F-HRTimeline
Fairscale Capital, LLC12$872<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3$218<0.01%13F-HRTimelineGroup
Capital Advisor Network LLC3$218<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1$73<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1$47<0.01%new13F-HRTimelineGroup