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Disclosery

IYK ISHARES TR

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US CONSM STAPLES (fund)

256 managers (257 13F filers) reported a position in IYK shares at 2025-03-31, 11,631,299 shares in all. 35 filers opened a position and 26 filers sold out during the quarter.

Managers
256
13F filers
257
New
35
Added
83
Reduced
80
Sold out
26
Shares held by filers
11,631,299

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AE Wealth Management LLC981$70.2K<0.01%-50413F-HRTimeline
IFP Advisors, Inc950$68K<0.01%-8213F-HRTimeline
Capital Investment Advisory Services, L…889$63.6K0.01%+1213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…831$59.5K0.01%013F-HRTimeline
CX Institutional771$55K<0.01%-12,49813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC750$53.7K<0.01%+62613F-HRTimeline
Davis Capital Management732$52.4K0.04%013F-HRTimeline
Parallel Advisors, LLC686$49.1K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC654$46.8K<0.01%-44513F-HRTimelineGroup
First Horizon Advisors, Inc.627$44.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA606$43.4K<0.01%+30613F-HRTimeline
Farther Finance Advisors, LLC600$43K<0.01%-11613F-HRTimeline
Continuum Advisory, LLC582$41.7K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.573$41K0.01%+213F-HRTimeline
Physician Wealth Advisors, Inc.484$34.7K0.01%+113F-HRTimeline
Glass Jacobson Investment Advisors llc525$34.4K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\456$32.6K<0.01%-24513F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp450$32.2K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC441$31.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC420$30.1K<0.01%013F-HRTimelineGroup
Bangor Savings Bank408$29.2K<0.01%013F-HRTimeline
Ball & Co Wealth Management Inc.396$28K0.03%+5213F-HRTimeline
Pineridge Advisors LLC352$25.2K0.01%+213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC342$24.5K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc300$21.5K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC300$21.5K0.01%013F-HRTimeline
Piscataqua Savings Bank300$21.5K0.02%013F-HRTimeline
Capitol Family Office, Inc.297$21.3K0.03%new13F-HR/ATimeline
COUNTRY TRUST BANK240$17.2K<0.01%new13F-HR/ATimeline
New Millennium Group LLC233$16.6K0.01%-2613F-HRTimeline
Nova Wealth Management, Inc.211$15.1K0.01%+4013F-HR/ATimeline
Pacifica Partners Inc.204$14.8K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC204$14.6K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.200$14.3K<0.01%-6,07213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC198$14K<0.01%-45313F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.195$14K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC181$13K<0.01%-813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.165$11.8K0.01%-23713F-HRTimeline
Fortis Group Advisors, LLC126$9.02K<0.01%-12613F-HRTimeline
CBIZ Investment Advisory Services, LLC107$7.62K<0.01%new13F-HR/ATimeline
Main Street Group, LTD102$7.3K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …96$6.87K<0.01%13F-HRTimelineGroup
SIGNATUREFD, LLC87$6.2K<0.01%+113F-HRTimeline
SIMPLEX TRADING, LLC97$6K<0.01%new13F-HRTimeline
Blue Trust, Inc.75$5.37K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC64$4.61K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC51$3.65K<0.01%new13F-HRTimeline
EPG Wealth Management LLC45$3.22K<0.01%013F-HRTimeline
Olistico Wealth, LLC39$2.79K<0.01%-2413F-HRTimeline
Covestor Ltd30$2K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.21$1.5K<0.01%013F-HRTimeline
Bogart Wealth, LLC12$859<0.01%013F-HRTimeline
Fairscale Capital, LLC12$859<0.01%013F-HRTimeline
Register Financial Advisors LLC9$644<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$491<0.01%-15,52813F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,06813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.