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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
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,559,214$112M2.67%+86,30713F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC997,878$71.4M0.05%new13F-HRTimelineGroup
LPL Financial LLC858,382$61.4M0.02%+142,23713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC813,341$58.2M0.02%+75,61013F-HRTimelineGroup
FIL Ltdin group FIL Ltd671,568$48.1M0.05%+269,82213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY637,996$45.7M<0.01%-47,54913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/623,682$44.6M<0.01%+50,06213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…522,897$37.4M0.03%+10,56613F-HRTimelineGroup
UBS Group AGin group UBS Group AG454,283$32.5M0.01%-1,01413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC284,458$20.4M0.03%+213,54513F-HRTimeline
Ocean Park Asset Management, LLC269,466$19.3M0.68%new13F-HRTimeline
Cambridge Investment Research Advisors,…259,238$18.6M0.06%+22,15713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN231,186$16.5M<0.01%-12,29513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC226,337$16.2M<0.01%-91,76013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA173,221$12.4M<0.01%+66,55013F-HR/ATimelineGroup
Cetera Investment Advisers158,754$11.4M0.02%+13,85413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.125,237$8.97M0.02%+17,12913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC121,964$8.73M<0.01%+19,70413F-HRTimelineGroup
CIBC WORLD MARKET INC.119,504$8.55M0.02%-38813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS115,000$8.23M0.01%+15,00013F-HRTimelineGroup
MGO ONE SEVEN LLC89,365$6.4M0.25%+30413F-HRTimeline
Adams Wealth Management88,203$6.31M1.24%new13F-HRTimeline
CacheTech Inc.88,203$6.31M1.23%new13F-HRTimeline
Curi Capital, LLC85,139$6.09M0.15%new13F-HRTimeline
CW Advisors, LLC72,116$5.16M0.06%new13F-HRTimeline
SFI Advisors, LLC67,415$4.82M3.57%+13,92913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC56,896$4.07M<0.01%+5,90313F-HRTimelineGroup
Advisory Services Network, LLC50,783$3.63M0.07%+1,33013F-HRTimeline
WealthCare Investment Partners, LLC49,631$3.51M1.49%-18,57113F-HRTimeline
Wall Street Financial Group, Inc.45,262$3.24M3.36%-1,73313F-HRTimeline
PETRA FINANCIAL ADVISORS INC44,697$3.2M2.62%new13F-HRTimeline
First Citizens Financial Corp44,654$3.2M1.81%-27013F-HRTimeline
Conservest Capital Advisors, Inc.44,150$3.16M0.33%-3,83813F-HRTimeline
MML INVESTORS SERVICES, LLC41,894$3M0.01%+8,27813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC44,057$2.89M0.06%013F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT39,523$2.83M1.19%-11,03213F-HRTimeline
AssuredPartners Investment Advisors, LLC39,507$2.83M0.55%+2,28613F-HRTimeline
Cercano Management LLC35,665$2.55M0.07%new13F-HRTimeline
Wealthstar Advisors, LLC35,034$2.51M1.15%new13F-HRTimeline
CHEMUNG CANAL TRUST CO35,011$2.51M0.55%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,188$2.34M<0.01%+17,89413F-HR/ATimelineGroup
Geneos Wealth Management Inc.28,876$2.07M0.03%+20,83113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,742$1.99M<0.01%-4,19413F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP27,706$1.98M0.15%+85513F-HRTimeline
Private Advisor Group, LLC26,472$1.89M0.01%+4,61413F-HRTimeline
Matthew Goff Investment Advisor, LLC26,371$1.89M0.35%+59113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,393$1.82M0.01%+2,29513F-HRTimeline
Coppell Advisory Solutions LLC17,009$1.72M0.24%+16,79013F-HRTimeline
Creative Planningin group Creative Planning23,747$1.7M<0.01%+58413F-HRTimelineGroup
NewEdge Advisors, LLC23,405$1.68M0.01%+4,05613F-HRTimeline
B. Riley Wealth Advisors, Inc.22,594$1.62M0.05%+2,63813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding22,151$1.59M+643Timeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…21,879$1.57M0.47%-3,06913F-HRTimelineGroup
Janney Montgomery Scott LLC21,303$1.52M<0.01%+7,29913F-HRTimeline
Sovran Advisors, LLC19,742$1.41M0.18%+1,03313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,251$1.38M0.01%-1,82813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,167$1.35M<0.01%+4713F-HR/ATimelineGroup
Waterloo Capital, L.P.18,624$1.33M0.12%+56813F-HRTimeline
IHT Wealth Management, LLC17,684$1.27M0.04%+78413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,611$1.26M<0.01%+75613F-HRTimelineGroup
Stonebridge Financial Planning Group, L…17,291$1.24M0.56%-29613F-HRTimeline
DAVENPORT & Co LLC16,335$1.17M0.01%+1,38613F-HRTimeline
Stillwater Capital Advisors, LLC16,306$1.17M0.16%-22513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,571$1.04M<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,120$1.01M<0.01%+2,00913F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd13,910$996K0.02%new13F-HRTimelineGroup
Mutual Advisors, LLC14,180$995K0.03%+2,87113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …13,183$945K0.07%+5,23413F-HRTimeline
Merit Financial Group, LLC13,162$942K0.01%-14613F-HRTimeline
Simmons Bankin group Simmons Bank12,690$908K0.07%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP12,562$899K<0.01%-4,23313F-HRTimelineGroup
Sanctuary Advisors, LLC12,424$889K0.01%+3,27013F-HRTimeline
CWM, LLCin group CWM, LLC12,365$885K<0.01%-42213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,121$867K<0.01%-40313F-HRTimelineGroup
Essex LLC12,110$867K0.19%-63013F-HRTimeline
HighTower Advisors, LLC12,037$861K<0.01%+5,19813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC11,957$856K0.16%-9,80913F-HRTimeline
FMR LLCin group FMR LLC11,900$852K<0.01%+1,03713F-HRTimelineGroup
Comprehensive Wealth Management, LLC11,835$847K0.59%+1,72413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,346$812K<0.01%new13F-HRTimelineGroup
Accel Wealth Management11,261$806K0.29%-58513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,750$769K<0.01%-19,54413F-HRTimelineGroup
Lakeshore Capital Group, Inc.10,645$762K0.73%new13F-HRTimeline
New Insight Wealth Advisors10,609$759K0.34%+1,76613F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP10,100$723K0.02%+2,50013F-HRTimelineGroup
TFB Advisors LLC10,100$723K0.21%+1,61513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,971$713K0.04%-75913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,843$704K<0.01%+3,52413F-HRTimeline
First Heartland Consultants, Inc.9,381$671K0.07%new13F-HRTimeline
Glenview Trust Co9,140$654K0.01%-10,37413F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,101$651K0.05%-1,40813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,971$642K<0.01%+2613F-HRTimeline
Prospera Financial Services Inc8,912$638K0.01%-9513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,639$618K<0.01%-90213F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC8,307$595K0.67%+37513F-HRTimeline
Jaffetilchin Investment Partners, LLC8,186$586K0.04%+813F-HRTimeline
Coastal Bridge Advisors, LLC8,112$581K0.05%+6913F-HR/ATimeline
Bellwether Advisors, LLC8,109$580K0.12%-200,88313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,970$570K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,962$570K0.01%+1813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,993$570K0.02%-56613F-HRTimelineGroup
GeoWealth Management, LLC7,888$565K0.02%+7,88813F-HRTimeline
Perigon Wealth Management, LLC7,812$559K0.01%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY7,295$522K0.53%-22413F-HRTimeline
MAI Capital Management7,237$518K<0.01%+2613F-HRTimeline
BLAIR WILLIAM & CO/IL6,990$500K<0.01%+3213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,908$494K0.04%+413F-HRTimeline
CALTON & ASSOCIATES, INC.6,844$490K0.11%+2,05013F-HR/ATimeline
Blankinship & Foster, LLC6,770$485K0.12%-36213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,615$473K<0.01%-57013F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC6,555$459K0.04%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,285$450K0.01%013F-HRTimeline
Atlas Private Wealth Advisors6,224$445K0.06%new13F-HRTimeline
Pacific Sun Financial Corp6,201$444K0.25%+10013F-HRTimeline
Federation des caisses Desjardins du Qu…6,196$443K<0.01%-11313F-HRTimeline
World Investment Advisors5,871$420K0.01%-1,60713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC5,852$419K0.31%-5513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,679$406K<0.01%+2,60413F-HRTimelineGroup
Beacon Financial Advisory LLC5,598$401K0.12%+33713F-HRTimeline
Novak & Powell Financial Services, Inc.5,532$396K0.25%-27213F-HRTimeline
Atria Wealth Solutions, Inc.5,483$392K<0.01%+113F-HRTimeline
&PARTNERS5,337$377K<0.01%+15613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,146$368K<0.01%013F-HRTimelineGroup
GREENLEAF TRUST4,983$357K<0.01%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,851$347K0.04%013F-HRTimeline
One Charles Private Wealth Services, LLC4,785$342K0.11%+8113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,617$331K<0.01%-30013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC4,587$328K0.04%-5,09613F-HRTimeline
Steward Partners Investment Advisory, L…4,572$327K<0.01%-8,76313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,500$322K<0.01%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…4,493$322K0.01%-18113F-HRTimeline
Strategic Blueprint, LLC4,405$315K0.02%-8313F-HRTimeline
GARRISON POINT ADVISORS, LLC4,263$305K0.15%013F-HRTimeline
Cordatus Wealth Management LLC4,233$303K0.08%013F-HRTimeline
SONATA CAPITAL GROUP INC4,220$302K0.13%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,190$300K<0.01%+10813F-HRTimelineGroup
Triumph Capital Management4,065$291K0.1%-1713F-HRTimeline
Symphony Financial Services, Inc.4,033$289K0.19%+45013F-HRTimeline
Sowell Financial Services LLC4,020$288K0.01%new13F-HRTimeline
ADIRONDACK TRUST CO3,999$286K0.11%-7113F-HRTimeline
Armstrong, Fleming & Moore, Inc3,855$276K0.33%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC3,839$275K0.03%-3,33313F-HRTimeline
Quantinno Capital Management LP3,727$267K<0.01%+50813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,705$265K0.01%-6,85913F-HRTimeline
Sigma Planning Corp3,697$265K0.01%-20913F-HRTimeline
Affiance Financial, LLC3,675$263K0.06%013F-HRTimeline
PKS Advisory Services, LLC3,650$261K0.07%-33013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,634$260K<0.01%-1,61413F-HRTimelineGroup
BAILARD, INC.3,633$260K0.01%013F-HRTimeline
V2 Financial group LLC3,600$258K0.17%013F-HRTimeline
Milestone Asset Management Group, LLC3,595$257K0.23%new13F-HRTimeline
RFG Advisory, LLC3,565$255K0.01%-67413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,507$251K0.01%-17113F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC3,465$248K0.01%+10313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,394$243K<0.01%-46,19013F-HR/ATimelineGroup
Vertex Planning Partners, LLC3,368$241K0.05%-6613F-HRTimeline
JTC Employer Solutions Trustee Ltd3,321$238K0.02%013F-HRTimeline
Charter Oak Capital Management, LLC3,322$238K0.02%-26213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,300$236K<0.01%new13F-HRTimelineGroup
Diversified Enterprises, LLC3,288$235K0.02%+113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,240$232K<0.01%013F-HRTimeline
CoreCap Advisors, LLC3,232$231K0.01%-23613F-HRTimeline
Focus Financial Network, Inc.3,158$226K0.01%-93313F-HRTimeline
Meridian Wealth Management, LLC3,127$224K0.01%-1813F-HRTimeline
TSA Wealth Managment LLC3,120$223K0.09%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,073$220K<0.01%new13F-HRTimelineGroup
Family Firm, Inc.3,014$216K0.05%new13F-HRTimeline
PATTEN & PATTEN INC/TN3,009$215K0.01%-5013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,000$215K0.12%new13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp3,000$215K<0.01%new13F-HRTimelineGroup
FIDUCIENT ADVISORS LLC3,000$215K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,913$208K<0.01%-39,61513F-HRTimelineGroup
SCOTIA CAPITAL INC.2,897$207K<0.01%new13F-HRTimeline
Atria Investments, Inc2,829$202K<0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,500$179K0.01%013F-HRTimeline
Allworth Financial LP2,408$169K<0.01%+10513F-HRTimeline
MONTAG A & ASSOCIATES INC2,250$161K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.2,232$160K<0.01%013F-HRTimeline
Clearstead Advisors, LLC2,131$152K<0.01%+913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,100$150K0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,084$149K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC2,013$144K<0.01%-52313F-HRTimeline
NorthRock Partners, LLC1,865$133K<0.01%+1,43913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,853$133K-33Timeline
N.E.W. Advisory Services LLC1,759$126K0.01%new13F-HRTimeline
Sandy Spring Bank1,680$120K0.01%013F-HRTimeline
STEPH & CO1,530$110K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,526$109K<0.01%-43813F-HRTimeline
MGB Wealth Management, LLC1,425$102K0.04%013F-HRTimeline
Archer Investment Corp1,364$97.6K0.03%+313F-HRTimeline
Private Wealth Asset Management, LLC1,341$96K0.01%13F-HRTimeline
SYM FINANCIAL Corp1,327$95K0.01%+513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,359$91.4K<0.01%-2,58513F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,260$90K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC1,170$83.7K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,128$80.7K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,125$80.5K0.02%013F-HRTimeline
COMERICA BANK1,033$73.9K<0.01%-2613F-HRTimeline
Quest 10 Wealth Builders, Inc.1,023$73.2K0.08%-83513F-HRTimeline
Front Row Advisors LLC1,020$73K0.03%013F-HRTimeline