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Disclosery

IYK ISHARES TR

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US CONSM STAPLES (fund)

289 managers (291 13F filers) reported a position in IYK shares at 2026-03-31, 14,692,513 shares in all. 41 filers opened a position and 16 filers sold out during the quarter.

Managers
289
13F filers
291
New
41
Added
79
Reduced
99
Sold out
16
Shares held by filers
14,692,513

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CITIGROUP INCin group CITIGROUP INC2,158$151K<0.01%-4513F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,100$147K0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC2,010$141K<0.01%+1013F-HRTimeline
BAYBAN1,750$123K0.11%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,702$119K<0.01%-86313F-HRTimelineGroup
STEPH & CO1,530$107K0.03%013F-HRTimeline
Sound Income Strategies, LLC1,497$104K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1,341$93.9K0.01%013F-HRTimeline
Archer Investment Corp1,337$93.6K0.02%+213F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,260$88K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC1,170$81.9K0.03%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,152$80.7K0.11%-33813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,128$79K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,110$77.7K0.02%-1513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,100$77K<0.01%-8513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,067$74.7K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,023$71.6K0.06%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT900$63K<0.01%-1,50013F-HRTimeline
N.E.W. Advisory Services LLC892$62.5K<0.01%-88713F-HRTimeline
Caitlin John, LLC891$62.4K0.04%013F-HRTimeline
Capital Investment Advisory Services, L…866$60.6K<0.01%+413F-HRTimeline
Forum Finance Group S.A.1,020$57K0.03%13F-HRTimeline
CX Institutional751$53K<0.01%-2,66713F-HRTimeline
Davis Capital Management732$51.3K0.03%013F-HRTimeline
SYM FINANCIAL Corp682$47.8K<0.01%+313F-HRTimeline
Arax Advisory Partners675$47.3K<0.01%013F-HRTimeline
FIRST HORIZON CORP627$43.9K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.600$42K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.589$41.2K0.01%+313F-HRTimeline
Front Row Advisors LLC588$41.2K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.552$38.4K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc531$37.2K0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.493$34.5K<0.01%+213F-HRTimeline
LANARK FINANCIAL, INC.475$33.3K<0.01%+25513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC462$32.4K<0.01%new13F-HRTimelineGroup
Ball & Co Wealth Management Inc.458$32K0.03%+213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\456$31.9K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp450$31.5K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding450$31.5K-144Timeline
Manchester Capital Management LLC441$30.9K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC420$29.4K<0.01%013F-HRTimelineGroup
Bangor Savings Bank408$28.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust406$28.4K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…390$27.3K<0.01%-7,42013F-HRTimeline
Financial Life Planners363$25.4K0.02%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC312$21.8K<0.01%-113F-HRTimeline
AdvisorNet Financial, Inc300$21K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC300$21K<0.01%013F-HRTimeline
Piscataqua Savings Bank300$21K0.01%013F-HRTimeline
Missouri Trust & Investment Co300$21K0.01%new13F-HRTimeline
Capitol Family Office, Inc.297$19.9K0.02%013F-HRTimeline
Basepoint Wealth LLC280$19.6K0.01%013F-HRTimeline
CENTRAL TRUST Co270$18.9K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK240$16.8K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC204$14.3K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC198$14K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC197$13.8K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.195$13.7K<0.01%+12813F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.165$11.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC159$11.2K<0.01%013F-HR/ATimeline
PRIVATE TRUST CO NA150$10.5K<0.01%-15013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…137$9.59K<0.01%new13F-HR/ATimelineGroup
Fortis Group Advisors, LLC126$8.82K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC125$8.75K<0.01%-2013F-HRTimeline
SIGNATUREFD, LLC125$8.72K<0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC124$8.71K<0.01%-31113F-HRTimeline
Olistico Wealth, LLC120$8.4K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC115$8.05K<0.01%-6513F-HRTimeline
CBIZ Investment Advisory Services, LLC108$7.56K<0.01%013F-HRTimeline
Main Street Group, LTD102$7.14K<0.01%new13F-HRTimeline
Blue Trust, Inc.75$5.25K<0.01%-913F-HRTimeline
Founders Financial Alliance, LLC66$4.64K<0.01%013F-HRTimeline
Triumph Capital Management66$4.62K<0.01%-5913F-HRTimeline
Destiny Wealth Partners, LLC54$3.78K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC52$3.64K<0.01%013F-HRTimeline
EPG Wealth Management LLC45$3.15K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC42$2.94K<0.01%new13F-HRTimeline
Covestor Ltd30$2K<0.01%013F-HRTimeline
GAMMA Investing LLC27$1.89K<0.01%013F-HRTimeline
Investors Research Corp23$1.58K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.21$1.47K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18$1.26K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18$1.25K<0.01%013F-HRTimeline
AE Wealth Management LLC12$840<0.01%-113F-HRTimeline
Fairscale Capital, LLC12$840<0.01%013F-HRTimeline
Dunhill Financial, LLC4$280<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3$210<0.01%-9313F-HRTimelineGroup
Capital Advisor Network LLC3$210<0.01%13F-HR/ATimeline
Activest Wealth Management0$00%-2,85013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.