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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
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,472,907$96.6M1.89%+1,40413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC737,731$48.4M0.01%-47,91913F-HRTimelineGroup
LPL Financial LLC716,145$47M0.02%-131,28813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY685,545$45M<0.01%-161,37713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/573,620$37.6M<0.01%+35,96313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…512,331$33.6M0.03%-3,09913F-HRTimelineGroup
UBS Group AGin group UBS Group AG455,297$29.9M0.01%+7,42513F-HRTimelineGroup
FIL Ltdin group FIL Ltd401,746$26.4M0.02%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC318,097$20.9M<0.01%+34,84913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN243,481$16M<0.01%+4,94213F-HRTimelineGroup
Cambridge Investment Research Advisors,…237,081$15.6M0.05%+8,04213F-HRTimeline
Bellwether Advisors, LLC208,992$13.7M2.45%+28,38913F-HRTimeline
Cetera Investment Advisers144,900$9.5M0.02%+19,72213F-HRTimeline
Perbak Capital Partners LLP138,419$9.08M4.85%new13F-HRTimeline
CIBC WORLD MARKET INC.119,892$7.86M0.02%+1,36113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.108,108$7.09M0.02%-18,77413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA106,671$7M<0.01%+9,26013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC102,260$6.71M<0.01%13F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,000$6.56M0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC89,061$5.84M0.22%+5,21113F-HRTimeline
Fernwood Investment Management, LLC75,439$4.95M1.72%-1,83813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,913$4.65M0.01%-57,29313F-HRTimeline
WealthCare Investment Partners, LLC68,202$4.45M1.94%-23,13013F-HRTimeline
SFI Advisors, LLC53,486$3.51M2.46%-14,15813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,993$3.34M<0.01%-16,71513F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT50,555$3.32M1.53%+2,71013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,584$3.25M0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC49,453$3.24M0.06%+21,32413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC49,289$3.23M0.09%new13F-HRTimeline
Conservest Capital Advisors, Inc.47,988$3.15M0.33%-49313F-HRTimeline
Wall Street Financial Group, Inc.46,995$3.08M3.01%+5,92013F-HRTimeline
First Citizens Financial Corp44,924$2.95M1.6%-40113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC44,057$2.89M0.07%+4113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,528$2.79M<0.01%new13F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC37,221$2.44M0.48%13F-HRTimeline
MML INVESTORS SERVICES, LLC33,616$2.21M0.01%+4,56513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,936$2.09M<0.01%+13,45613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/30,294$1.99M<0.01%-3,59813F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP26,851$1.76M0.13%-30213F-HRTimeline
Matthew Goff Investment Advisor, LLC25,780$1.69M0.31%+17713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…24,948$1.64M0.55%-12113F-HRTimelineGroup
Creative Planningin group Creative Planning23,163$1.52M<0.01%-17113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.23,098$1.51M0.01%+27413F-HRTimeline
Private Advisor Group, LLC21,858$1.43M0.01%+61913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC21,766$1.43M0.25%-10613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding21,508$1.41M+85Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,079$1.38M0.01%-2,99413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.19,956$1.31M0.04%-1513F-HRTimeline
Glenview Trust Co19,514$1.28M0.02%-2,86513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,120$1.28M<0.01%+1,43513F-HRTimelineGroup
NewEdge Advisors, LLC19,349$1.27M0.01%+1,34613F-HRTimeline
Sovran Advisors, LLC18,709$1.2M0.17%13F-HRTimeline
Waterloo Capital, L.P.18,056$1.18M0.12%+1313F-HRTimeline
Stonebridge Financial Planning Group, L…17,587$1.15M0.52%+713F-HRTimeline
IHT Wealth Management, LLC16,900$1.11M0.04%-7313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,855$1.11M<0.01%-11,55813F-HRTimelineGroup
Stillwater Capital Advisors, LLC16,531$1.08M0.13%-1213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,535$1.02M0.02%+15,40913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,294$1M<0.01%+4,08813F-HRTimelineGroup
DAVENPORT & Co LLC14,949$981K0.01%+13213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,571$956K<0.01%+2,05213F-HRTimelineGroup
Janney Montgomery Scott LLC14,004$919K<0.01%+2,82813F-HRTimeline
D.A. DAVIDSON & CO.13,458$883K0.01%+1,52613F-HRTimeline
Steward Partners Investment Advisory, L…13,335$875K0.01%-6,77213F-HRTimeline
Merit Financial Group, LLC13,308$873K0.02%-14613F-HRTimeline
CX Institutional13,269$870K0.03%+2,09013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,795$839K<0.01%-91313F-HRTimelineGroup
CWM, LLCin group CWM, LLC12,787$839K<0.01%+1,00013F-HRTimelineGroup
Essex LLC12,740$836K0.18%-27013F-HRTimeline
Simmons Bankin group Simmons Bank12,690$832K0.06%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,524$822K<0.01%+6313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,111$794K<0.01%+96313F-HRTimelineGroup
Accel Wealth Management11,846$777K0.29%+40213F-HRTimeline
Mutual Advisors, LLC11,309$730K0.02%+2,89813F-HRTimeline
FMR LLCin group FMR LLC10,863$712K<0.01%+57913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC10,730$703K0.04%+43613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,564$693K0.02%-11113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,509$689K0.06%+1,38213F-HRTimeline
Comprehensive Wealth Management, LLC10,111$663K0.5%+1,27913F-HRTimeline
Smartleaf Asset Management LLC9,878$645K0.07%+1,58613F-HRTimeline
GPS Wealth Strategies Group, LLC9,683$635K0.08%-2,90513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,541$626K<0.01%-1,66713F-HRTimelineGroup
OneDigital Investment Advisors LLC9,519$624K0.01%-11,18813F-HRTimeline
Sanctuary Advisors, LLC9,154$613K<0.01%-2,09513F-HRTimeline
Prospera Financial Services Inc9,007$591K0.01%+113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,945$587K<0.01%+913F-HRTimeline
New Insight Wealth Advisors8,843$580K0.29%+1,10813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,559$561K0.02%+1,06713F-HRTimelineGroup
TFB Advisors LLC8,485$557K0.16%+6613F-HRTimeline
Jaffetilchin Investment Partners, LLC8,178$536K0.04%+6113F-HRTimeline
Geneos Wealth Management Inc.8,045$528K0.02%+35213F-HRTimeline
Coastal Bridge Advisors, LLC8,043$528K0.13%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,970$523K<0.01%new13F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …7,949$521K0.04%-1,21313F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,944$521K0.01%new13F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC7,932$520K0.59%13F-HRTimeline
Perigon Wealth Management, LLC7,812$504K0.01%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP7,600$498K0.01%013F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY7,519$493K0.54%13F-HRTimeline
World Investment Advisors7,478$490K0.01%+23913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,468$490K<0.01%new13F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp7,422$487K<0.01%013F-HRTimelineGroup
MAI Capital Management7,211$473K<0.01%+5013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,185$471K<0.01%+46813F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC7,172$470K0.07%-2,90913F-HRTimeline
Blankinship & Foster, LLC7,132$468K0.12%-36413F-HRTimeline
BLAIR WILLIAM & CO/IL6,958$456K<0.01%+55213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,904$453K0.03%+613F-HRTimeline
HighTower Advisors, LLC6,839$449K<0.01%-1,11713F-HRTimeline
Virtue Capital Management, LLC6,455$423K0.09%-76413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,319$414K<0.01%+3,24513F-HR/ATimeline
Federation des caisses Desjardins du Qu…6,309$414K<0.01%+41113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,285$412K0.01%013F-HRTimeline
Sunbelt Securities, Inc.6,272$410K0.04%+5,82213F-HRTimeline
Pacific Sun Financial Corp6,101$400K0.22%+14513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC5,907$387K0.28%-213F-HRTimeline
Novak & Powell Financial Services, Inc.5,804$381K0.23%+2,40313F-HRTimeline
Atria Wealth Solutions, Inc.5,482$360K<0.01%-15213F-HRTimeline
Beacon Financial Advisory LLC5,261$345K0.11%+2513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,248$344K0.01%+43613F-HRTimelineGroup
SkyView Investment Advisors, LLC5,226$343K0.05%new13F-HRTimeline
GTS SECURITIES LLC5,189$340K0.02%new13F-HRTimeline
&PARTNERS5,181$339K<0.01%+1,66313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,146$338K<0.01%-10713F-HRTimelineGroup
GREENLEAF TRUST4,983$327K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,917$323K<0.01%013F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.4,851$318K0.04%013F-HRTimeline
CALTON & ASSOCIATES, INC.4,794$314K0.14%-3,45313F-HRTimeline
Global Retirement Partners, LLC4,727$310K0.01%+53213F-HRTimeline
One Charles Private Wealth Services, LLC4,704$309K0.1%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,674$307K0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,657$305K0.01%+1513F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,500$295K<0.01%013F-HRTimelineGroup
Strategic Blueprint, LLC4,488$294K0.02%+7013F-HRTimeline
GSA CAPITAL PARTNERS LLP4,305$282K0.02%+62113F-HRTimeline
GARRISON POINT ADVISORS, LLC4,263$280K0.13%013F-HRTimeline
RFG Advisory, LLC4,239$278K0.01%+3313F-HRTimeline
Cordatus Wealth Management LLC4,233$278K0.07%013F-HRTimeline
SONATA CAPITAL GROUP INC4,220$277K0.11%-10013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,121$270K<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.4,091$268K0.01%-1,91813F-HRTimeline
Triumph Capital Management4,082$268K0.09%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,082$268K<0.01%-43813F-HRTimelineGroup
ADIRONDACK TRUST CO4,070$267K0.1%-413F-HRTimeline
PKS Advisory Services, LLC3,980$261K0.07%13F-HRTimeline
Sigma Planning Corp3,906$256K0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,944$254K<0.01%013F-HRTimelineGroup
Gray Wealth Management Inc.3,730$245K0.09%+713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,678$241K0.01%new13F-HRTimelineGroup
Affiance Financial, LLC3,675$241K0.06%013F-HRTimeline
BAILARD, INC.3,633$238K0.01%013F-HRTimeline
V2 Financial group LLC3,600$236K0.14%013F-HRTimeline
Charter Oak Capital Management, LLC3,584$235K0.02%-4713F-HRTimeline
Symphony Financial Services, Inc.3,583$235K0.19%+15013F-HRTimeline
Laidlaw Wealth Management LLC3,497$229K0.1%013F-HRTimeline
CoreCap Advisors, LLC3,468$227K0.01%-1,13613F-HRTimeline
Vertex Planning Partners, LLC3,434$225K0.05%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,362$221K0.01%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd3,321$217K0.02%013F-HRTimeline
Diversified Enterprises, LLC3,287$216K0.02%+313F-HRTimeline
HRT FINANCIAL LP3,266$214K<0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,240$213K<0.01%013F-HRTimeline
Quantinno Capital Management LP3,219$211K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC3,145$206K0.01%-81013F-HRTimeline
TSA Wealth Managment LLC3,120$205K0.08%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,075$202K<0.01%-10013F-HRTimelineGroup
PATTEN & PATTEN INC/TN3,059$201K0.01%-33013F-HRTimeline
EP Wealth Advisors, LLC2,536$166K<0.01%+85113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,500$164K0.01%-2,70013F-HR/ATimeline
Allworth Financial LP2,303$149K<0.01%+2,05713F-HRTimeline
MONTAG A & ASSOCIATES INC2,250$148K0.01%-45013F-HRTimeline
TD Waterhouse Canada Inc.2,232$146K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,100$139K0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC2,122$139K<0.01%+1613F-HRTimeline
HARBOUR INVESTMENTS, INC.1,964$129K<0.01%+113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,886$124K-468Timeline
Quest 10 Wealth Builders, Inc.1,858$122K0.12%13F-HRTimeline
Sandy Spring Bank1,680$110K<0.01%013F-HRTimeline
STEPH & CO1,530$100K0.03%013F-HRTimeline
AE Wealth Management LLC1,485$97.4K<0.01%new13F-HRTimeline
MGB Wealth Management, LLC1,425$93.5K0.03%-3913F-HRTimeline
Archer Investment Corp1,361$89.2K0.02%+713F-HRTimeline
SYM FINANCIAL Corp1,322$86.7K0.01%+1013F-HRTimeline
Medallion Wealth Advisors, LLC1,170$83.7K0.04%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,260$83K0.04%013F-HRTimeline
Caitlin John, LLC1,197$78.5K0.05%+11113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,128$74K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,125$73.8K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,099$72.1K<0.01%+10913F-HRTimelineGroup
COMERICA BANK1,059$69.5K<0.01%-39013F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,068$69.3K<0.01%-1,40213F-HRTimeline
IFP Advisors, Inc1,032$67.7K<0.01%+64813F-HRTimeline
Front Row Advisors LLC1,020$66.9K0.02%013F-HRTimeline
Financial Life Planners889$58.3K0.05%13F-HRTimeline
Capital Investment Advisory Services, L…877$57.5K0.01%+713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…831$54.5K0.01%013F-HRTimeline
Davis Capital Management732$48K0.04%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.724$47.5K<0.01%+38213F-HRTimelineGroup
Farther Finance Advisors, LLC716$46.9K<0.01%+54213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\701$46K<0.01%+24513F-HRTimelineGroup