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Disclosery

IYK ISHARES TR

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US CONSM STAPLES (fund)

248 managers (250 13F filers) reported a position in IYK shares at 2024-12-31, 9,583,065 shares in all. 21 filers opened a position and 13 filers sold out during the quarter.

Managers
248
13F filers
250
New
21
Added
92
Reduced
61
Sold out
13
Shares held by filers
9,583,065

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Capital Analysts, LLCin group Capital Analysts, LLC651$43K<0.01%+45313F-HRTimelineGroup
First Horizon Advisors, Inc.627$41.1K<0.01%013F-HRTimeline
Continuum Advisory, LLC582$38.2K<0.01%-14413F-HRTimeline
SOA Wealth Advisors, LLC.571$37.4K0.01%+513F-HR/ATimeline
Glass Jacobson Investment Advisors llc525$34.4K0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Physician Wealth Advisors, Inc.483$31.7K0.01%new13F-HRTimeline
Beacon Capital Management, LLC464$30.4K<0.01%+413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp450$29.5K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC441$28.9K<0.01%013F-HRTimeline
NorthRock Partners, LLC426$27.9K<0.01%013F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC420$27.5K<0.01%013F-HRTimelineGroup
Bangor Savings Bank408$26.8K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.402$26.4K0.01%013F-HRTimeline
Fortitude Family Office, LLC393$25.8K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …391$25.6K0.01%013F-HRTimelineGroup
Pineridge Advisors LLC350$23K0.01%+213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC342$22.4K<0.01%013F-HRTimelineGroup
Ball & Co Wealth Management Inc.344$22K0.02%13F-HRTimeline
PRIVATE TRUST CO NA300$19.7K<0.01%-22513F-HRTimeline
AdvisorNet Financial, Inc300$19.7K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC300$19.7K0.01%013F-HRTimeline
Piscataqua Savings Bank300$19.7K0.02%013F-HRTimeline
Ransom Advisory, Ltd300$19.7K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton278$18.2K<0.01%new13F-HRTimeline
New Millennium Group LLC259$17K0.01%+213F-HRTimeline
Fortis Group Advisors, LLC252$16.5K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC219$14.3K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC204$13.4K<0.01%-13613F-HRTimeline
Pacifica Partners Inc.204$13.3K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.195$12.8K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC189$12.4K<0.01%+2113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC177$11.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nova Wealth Management, Inc.171$11.2K0.01%13F-HRTimeline
Avior Wealth Management, LLC226$8.37K<0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC124$8.13K<0.01%new13F-HRTimeline
Main Street Group, LTD102$6.69K<0.01%013F-HRTimeline
SIGNATUREFD, LLC86$5.66K<0.01%013F-HRTimeline
Blue Trust, Inc.75$4.92K<0.01%013F-HR/ATimeline
Founders Financial Alliance, LLC64$4.21K<0.01%013F-HRTimeline
Olistico Wealth, LLC63$4.13K<0.01%new13F-HRTimeline
EPG Wealth Management LLC45$2.95K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC42$2.7K<0.01%-2113F-HRTimeline
Covestor Ltd30$2K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.21$1.38K<0.01%013F-HRTimeline
Bogart Wealth, LLC12$787<0.01%013F-HRTimeline
Fairscale Capital, LLC12$787<0.01%013F-HRTimeline
Register Financial Advisors LLC9$590<0.01%013F-HRTimeline
GeoWealth Management, LLC0$17<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.