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Disclosery

IYK ISHARES TR

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US CONSM STAPLES (fund)

256 managers (258 13F filers) reported a position in IYK shares at 2025-06-30, 10,740,439 shares in all. 31 filers opened a position and 29 filers sold out during the quarter.

Managers
256
13F filers
258
New
31
Added
96
Reduced
59
Sold out
29
Shares held by filers
10,740,439

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Atlantic Edge Private Wealth Management…1,125$79.3K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,023$72.1K0.07%013F-HRTimeline
IFP Advisors, Inc1,003$70.7K<0.01%+5313F-HRTimeline
Capital Investment Advisory Services, L…893$63K0.01%+413F-HRTimeline
N.E.W. Advisory Services LLC882$62.2K0.01%-87713F-HRTimeline
Parallel Advisors, LLC849$59.8K<0.01%+16313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…831$58.6K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.822$58.4K<0.01%-1,41013F-HRTimeline
Nova Wealth Management, Inc.815$57.4K0.04%+60413F-HRTimeline
Millstone Evans Group, LLC811$57.2K0.04%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC750$52.9K<0.01%013F-HRTimeline
Front Row Advisors LLC732$51.6K0.02%-28813F-HRTimeline
First Horizon Advisors, Inc.627$44.2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA606$42.7K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.576$40.6K0.01%+313F-HRTimeline
Glass Jacobson Investment Advisors llc527$37.1K0.01%+213F-HRTimeline
Physician Wealth Advisors, Inc.486$34.3K0.01%+213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\456$32.1K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp450$31.7K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC441$31.1K<0.01%013F-HRTimeline
Ball & Co Wealth Management Inc.449$31K0.03%+5313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC420$29.6K<0.01%013F-HRTimelineGroup
Bangor Savings Bank408$28.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust406$28.6K<0.01%new13F-HRTimeline
Pineridge Advisors LLC354$24.9K0.01%+213F-HRTimeline
AdvisorNet Financial, Inc300$21.1K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC300$21.1K0.01%013F-HRTimeline
Piscataqua Savings Bank300$21.1K0.02%013F-HRTimeline
Capitol Family Office, Inc.297$20.9K0.03%013F-HRTimeline
COUNTRY TRUST BANK240$16.9K<0.01%013F-HRTimeline
New Millennium Group LLC213$15K0.01%-2013F-HRTimeline
Tradewinds Capital Management, LLC204$14.4K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC198$14K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.195$13.7K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.196$13K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.165$11.6K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC165$11.6K<0.01%-1613F-HRTimeline
WEST PACES ADVISORS INC.143$10.1K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC126$8.88K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC123$8.67K<0.01%new13F-HRTimeline
Olistico Wealth, LLC120$8.46K<0.01%+8113F-HRTimeline
CBIZ Investment Advisory Services, LLC107$7.53K<0.01%013F-HRTimeline
Main Street Group, LTD102$7.19K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …96$6.77K<0.01%13F-HRTimelineGroup
SIGNATUREFD, LLC87$6.14K<0.01%013F-HRTimeline
Blue Trust, Inc.75$5.29K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC65$4.57K<0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC51$3.62K<0.01%013F-HRTimeline
AlphaCore Capital LLC50$3.52K<0.01%new13F-HRTimeline
EPG Wealth Management LLC45$3.17K<0.01%013F-HRTimeline
Covestor Ltd30$2K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.21$1.48K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18$1.27K<0.01%new13F-HRTimelineGroup
Fairscale Capital, LLC12$822<0.01%013F-HRTimeline
Register Financial Advisors LLC9$634<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.