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Disclosery

IYK ISHARES TR

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US CONSM STAPLES (fund)

267 managers (269 13F filers) reported a position in IYK shares at 2025-12-31, 8,965,363 shares in all. 34 filers opened a position and 30 filers sold out during the quarter.

Managers
267
13F filers
269
New
34
Added
88
Reduced
78
Sold out
30
Shares held by filers
8,965,363

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Atlantic Edge Private Wealth Management…1,125$75.3K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,023$68.5K0.06%013F-HRTimeline
Caitlin John, LLC891$59.6K0.04%-30613F-HRTimeline
Capital Investment Advisory Services, L…862$57.7K<0.01%+813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…831$55.6K0.02%new13F-HRTimeline
Davis Capital Management732$49K0.03%013F-HRTimeline
SYM FINANCIAL Corp679$45.4K<0.01%-66513F-HRTimeline
Arax Advisory Partners675$45.2K<0.01%new13F-HRTimeline
FIRST HORIZON CORP627$42K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.600$40.2K<0.01%new13F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding594$39.8K-423Timeline
Front Row Advisors LLC588$39.3K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.586$39.2K0.01%+613F-HRTimeline
TD Waterhouse Canada Inc.552$36.9K<0.01%013F-HRTimeline
Reflection Asset Management558$36.6K0.03%13F-HRTimeline
Glass Jacobson Investment Advisors llc530$35.5K0.01%+213F-HRTimeline
Physician Wealth Advisors, Inc.491$32.9K<0.01%+313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC471$31.5K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\456$30.5K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp450$30.1K<0.01%013F-HRTimelineGroup
Ball & Co Wealth Management Inc.456$30K0.02%+513F-HRTimeline
Manchester Capital Management LLC441$29.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC435$28.6K<0.01%-31513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC420$28.1K<0.01%013F-HRTimelineGroup
Bangor Savings Bank408$27.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust406$27.2K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC313$20.9K<0.01%-8813F-HRTimeline
PRIVATE TRUST CO NA300$20.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc300$20.1K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC300$20.1K<0.01%013F-HRTimeline
Piscataqua Savings Bank300$20.1K0.01%013F-HRTimeline
Ransom Advisory, Ltd300$20.1K0.01%new13F-HRTimeline
Capitol Family Office, Inc.297$19.9K0.02%013F-HRTimeline
Basepoint Wealth LLC280$18.7K0.01%new13F-HRTimeline
Strategic Advocates LLC274$18.5K<0.01%+16213F-HRTimeline
COUNTRY TRUST BANK240$16.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.220$14.7K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC215$14.4K0.01%-2,83313F-HRTimeline
Tradewinds Capital Management, LLC204$13.7K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.67$13K<0.01%-113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC198$13K<0.01%013F-HR/ATimelineGroup
SIMPLEX TRADING, LLC180$12K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.165$11K<0.01%013F-HRTimeline
Parallel Advisors, LLC159$10.7K<0.01%-79413F-HRTimeline
SageView Advisory Group, LLC155$10.4K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC145$9.7K<0.01%+4913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners144$9.64K<0.01%new13F-HRTimelineGroup
Fortis Group Advisors, LLC126$8.43K<0.01%013F-HRTimeline
Triumph Capital Management125$8.37K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC124$8.3K<0.01%+3613F-HRTimeline
Olistico Wealth, LLC120$8.03K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC108$7.21K<0.01%+113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …96$6.42K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.84$5.62K<0.01%-7813F-HRTimeline
Founders Financial Alliance, LLC66$4.41K<0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC52$3.48K<0.01%013F-HRTimeline
AlphaCore Capital LLC50$3.35K<0.01%013F-HRTimeline
EPG Wealth Management LLC45$3.01K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC39$2.63K<0.01%new13F-HRTimeline
Covestor Ltd30$2K<0.01%013F-HRTimeline
GAMMA Investing LLC27$1.81K<0.01%013F-HRTimeline
Investors Research Corp23$1.51K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.21$1.41K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18$1.21K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18$1.21K<0.01%new13F-HRTimeline
AE Wealth Management LLC13$870<0.01%-29213F-HRTimeline
Fairscale Capital, LLC12$803<0.01%013F-HRTimeline