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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
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,575,322$111M2.29%+16,10813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/961,699$67.8M0.01%+338,01713F-HRTimelineGroup
LPL Financial LLC919,966$64.8M0.02%+61,58413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC724,173$51.1M0.01%-89,16813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY648,945$45.7M<0.01%+10,94913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…536,501$37.8M0.03%+13,60413F-HRTimelineGroup
UBS Group AGin group UBS Group AG467,813$33M0.01%+13,53013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA441,702$31.1M0.01%+268,48113F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…288,797$20.4M0.06%+29,55913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN287,896$20.3M<0.01%+56,71013F-HRTimelineGroup
Ocean Park Asset Management, LLC269,466$19.3M0.68%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC261,865$18.5M<0.01%+35,52813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS186,389$13.1M0.03%+177,41813F-HRTimeline
Cetera Investment Advisers172,194$12.1M0.02%+13,44013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.137,128$9.67M0.02%+11,89113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC136,551$9.62M<0.01%+14,58713F-HRTimelineGroup
CIBC WORLD MARKET INC.119,680$8.44M0.02%+17613F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI111,100$7.91M0.06%new13F-HRTimelineGroup
MGO ONE SEVEN LLC90,332$6.37M0.21%+96713F-HRTimeline
NewEdge Advisors, LLC73,292$5.17M0.03%+49,88713F-HRTimeline
CW Advisors, LLC72,925$5.14M0.05%+80913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC68,554$4.83M0.01%-215,90413F-HRTimeline
Steward Partners Investment Advisory, L…63,735$4.49M0.04%+59,16313F-HRTimeline
SFI Advisors, LLC62,708$4.42M3.06%-4,70713F-HRTimeline
Peak Planning Group, LLC62,005$4.37M2.8%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC54,637$3.85M<0.01%-2,25913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,439$3.55M0.01%+32,82813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,004$3.52M<0.01%-64,99613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …48,161$3.39M0.04%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC45,816$3.23M0.01%+3,92213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP45,787$3.21M<0.01%+12,59913F-HRTimelineGroup
WealthCare Investment Partners, LLC44,558$3.17M1.14%-5,07313F-HRTimeline
Conservest Capital Advisors, Inc.44,344$3.13M0.31%+19413F-HRTimeline
First Citizens Financial Corp39,725$2.8M1.54%-4,92913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT39,192$2.76M0.99%-33113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,579$2.72M0.05%-5,47813F-HRTimelineGroup
HighTower Advisors, LLC35,824$2.52M<0.01%+23,78713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding35,798$2.52M+13,647Timeline
Cercano Management LLC29,967$2.11M0.06%-5,69813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,807$2.03M<0.01%+1,06513F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP28,323$2M0.13%+61713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.26,761$1.89M0.01%+1,36813F-HRTimeline
B. Riley Wealth Advisors, Inc.26,166$1.84M0.09%+3,57213F-HRTimeline
Matthew Goff Investment Advisor, LLC25,625$1.81M0.33%-74613F-HRTimeline
NorthCoast Asset Management LLC25,021$1.76M0.01%new13F-HRTimeline
EWG Elevate Inc.24,886$1.75M0.54%new13F-HRTimeline
Private Advisor Group, LLC24,857$1.75M0.01%-1,61513F-HRTimeline
Wall Street Financial Group, Inc.24,280$1.71M1.54%-20,98213F-HRTimeline
MONECO ADVISORS, LLC24,207$1.71M0.16%new13F-HRTimeline
Creative Planningin group Creative Planning23,866$1.68M<0.01%+11913F-HRTimelineGroup
Janney Montgomery Scott LLC22,476$1.58M<0.01%+1,17313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,744$1.53M0.01%+2,49313F-HRTimelineGroup
Geneos Wealth Management Inc.21,450$1.51M0.04%-7,42613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…21,131$1.49M0.42%-74813F-HRTimelineGroup
COMERICA BANK20,416$1.44M0.01%+19,38313F-HRTimeline
Sovran Advisors, LLC18,829$1.33M0.14%-91313F-HRTimeline
Waterloo Capital, L.P.18,232$1.29M0.1%-39213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,009$1.27M<0.01%+5,44713F-HR/ATimelineGroup
Adams Wealth Management17,671$1.25M0.24%-70,53213F-HRTimeline
CacheTech Inc.17,671$1.25M0.23%-70,53213F-HRTimeline
Stonebridge Financial Planning Group, L…17,297$1.22M0.51%+613F-HRTimeline
IHT Wealth Management, LLC16,989$1.2M0.03%-69513F-HRTimeline
Sanctuary Advisors, LLC16,754$1.18M0.01%+4,33013F-HRTimeline
Stillwater Capital Advisors, LLC16,256$1.15M0.15%-5013F-HRTimeline
Nikulski Financial, Inc.15,935$1.12M0.31%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC13,580$957K<0.01%+9,39013F-HRTimelineGroup
Merit Financial Group, LLC13,169$928K0.01%+713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,761$899K0.06%-42213F-HR/ATimeline
Atria Investments, Inc12,665$893K0.01%+9,83613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC12,519$882K<0.01%-2,05213F-HRTimelineGroup
CWM, LLCin group CWM, LLC12,412$875K<0.01%+4713F-HRTimelineGroup
Mutual Advisors, LLC12,431$872K0.02%-1,74913F-HRTimeline
Simmons Bankin group Simmons Bank12,315$868K0.06%-37513F-HRTimelineGroup
FMR LLCin group FMR LLC12,277$865K<0.01%+37713F-HRTimelineGroup
Essex LLC12,073$851K0.17%-3713F-HRTimeline
DAVENPORT & Co LLC11,780$830K<0.01%-4,55513F-HRTimeline
Comprehensive Wealth Management, LLC11,568$815K0.66%-26713F-HRTimeline
Accel Wealth Management11,469$808K0.27%+20813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,390$803K0.02%+11,38313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC11,346$800K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC11,291$792K0.07%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,174$788K<0.01%-2,94613F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,166$787K<0.01%-95513F-HRTimelineGroup
Lakeshore Capital Group, Inc.11,147$786K0.7%+50213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,844$772K<0.01%+1,00113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,917$769K<0.01%+16713F-HRTimelineGroup
New Insight Wealth Advisors10,747$757K0.31%+13813F-HRTimeline
KKM Financial LLC10,682$753K0.26%new13F-HRTimeline
TFB Advisors LLC10,156$716K0.19%+5613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC9,630$679K0.11%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,207$649K0.05%+10613F-HRTimeline
Atlas Private Wealth Advisors9,056$638K0.08%+2,83213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,957$631K<0.01%+31813F-HRTimelineGroup
Prospera Financial Services Inc8,912$628K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,895$627K0.01%+93313F-HRTimelineGroup
Glenview Trust Co8,750$617K0.01%-39013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP8,587$605K<0.01%new13F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC8,307$595K0.68%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,267$583K<0.01%+29713F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC8,232$580K0.04%+4613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,200$578K<0.01%new13F-HRTimelineGroup
Coastal Bridge Advisors, LLC8,112$572K0.05%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,003$564K0.03%+1013F-HRTimelineGroup
CX Institutional7,994$563K0.02%+7,22313F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,843$553K<0.01%-11,32413F-HR/ATimelineGroup
Perigon Wealth Management, LLC7,813$551K0.01%+113F-HRTimeline
Bellwether Advisors, LLC7,545$532K0.09%-56413F-HRTimeline
MAI Capital Management7,274$513K<0.01%+3713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,913$487K0.03%+513F-HRTimeline
Global Retirement Partners, LLC6,893$486K0.01%13F-HRTimeline
Blankinship & Foster, LLC6,798$479K0.11%+2813F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY6,752$476K0.42%-54313F-HRTimeline
Virtue Capital Management, LLC6,750$476K0.09%new13F-HRTimeline
CALTON & ASSOCIATES, INC.6,734$475K0.08%-11013F-HRTimeline
BLAIR WILLIAM & CO/IL6,591$465K<0.01%-39913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,576$463K<0.01%-3913F-HRTimelineGroup
Focus Financial Network, Inc.6,529$460K0.02%+3,37113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,490$457K0.08%-5,46713F-HRTimeline
HARBOUR INVESTMENTS, INC.6,488$457K0.01%+4,96213F-HRTimeline
Federation des caisses Desjardins du Qu…6,478$457K<0.01%+28213F-HRTimeline
HRT FINANCIAL LP6,306$444K<0.01%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,285$443K0.01%013F-HRTimeline
Pacific Sun Financial Corp6,201$437K0.23%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC5,842$412K0.28%-1013F-HRTimeline
Sunbelt Securities, Inc.6,272$411K0.04%+6,07213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,785$407K0.03%-4,18613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,679$400K<0.01%013F-HRTimelineGroup
&PARTNERS5,549$391K<0.01%+21213F-HRTimeline
FLP Wealth Management, LLC5,430$383K1.07%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,298$373K0.01%+1,59313F-HRTimeline
World Investment Advisors5,233$369K0.01%-63813F-HRTimeline
RFG Advisory, LLC5,232$369K0.01%+1,66713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,146$363K<0.01%013F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC5,049$356K0.03%-1,50613F-HRTimeline
GREENLEAF TRUST4,983$351K<0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.4,969$350K0.01%-51413F-HRTimeline
Quantinno Capital Management LP4,907$346K<0.01%+1,18013F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,851$342K0.04%013F-HRTimeline
Kesler, Norman & Wride, LLC4,816$339K0.06%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,714$332K<0.01%+1,08013F-HRTimelineGroup
One Charles Private Wealth Services, LLC4,650$328K0.09%-13513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,617$325K<0.01%013F-HR/ATimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,500$317K<0.01%013F-HRTimelineGroup
Beacon Financial Advisory LLC4,479$316K0.08%-1,11913F-HRTimeline
SONATA CAPITAL GROUP INC4,470$315K0.13%+25013F-HRTimeline
Gladstone Institutional Advisory LLC4,372$308K0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,339$306K0.01%+87413F-HRTimeline
GARRISON POINT ADVISORS, LLC4,263$300K0.14%013F-HRTimeline
Cordatus Wealth Management LLC4,233$298K0.07%013F-HRTimeline
Arkadios Wealth Advisors4,151$293K0.01%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,145$292K0.01%-34813F-HRTimeline
GPS Wealth Strategies Group, LLC4,046$285K0.03%-54113F-HRTimeline
Symphony Financial Services, Inc.4,033$284K0.17%013F-HRTimeline
Sowell Financial Services LLC4,030$284K0.01%+1013F-HRTimeline
ADIRONDACK TRUST CO3,984$281K0.1%-1513F-HRTimeline
Milestone Asset Management Group, LLC3,848$271K0.2%+25313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,736$263K<0.01%+66313F-HRTimelineGroup
GeoWealth Management, LLC3,699$261K0.01%-4,18913F-HRTimeline
Affiance Financial, LLC3,675$259K0.05%013F-HRTimeline
PKS Advisory Services, LLC3,650$257K0.07%013F-HRTimeline
BAILARD, INC.3,633$256K0.01%013F-HRTimeline
Sigma Planning Corp3,604$254K0.01%-9313F-HRTimeline
V2 Financial group LLC3,600$254K0.15%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,507$247K<0.01%013F-HRTimelineGroup
Triumph Capital Management3,434$242K0.07%-63113F-HR/ATimeline
CoreCap Advisors, LLC3,416$241K0.01%+18413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,370$238K0.01%new13F-HRTimeline
Vertex Planning Partners, LLC3,368$237K0.05%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,300$233K<0.01%013F-HRTimelineGroup
Diversified Enterprises, LLC3,289$232K0.02%+113F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…3,262$230K0.02%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC3,240$228K<0.01%013F-HRTimeline
Meridian Wealth Management, LLC3,194$225K0.01%+6713F-HRTimeline
TSA Wealth Managment LLC3,120$220K0.08%013F-HRTimeline
PATTEN & PATTEN INC/TN3,009$212K0.01%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp3,000$211K<0.01%013F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC3,000$211K0.12%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,900$205K<0.01%+40013F-HRTimeline
SCOTIA CAPITAL INC.2,897$204K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC2,885$203K<0.01%+87213F-HRTimeline
J.W. COLE ADVISORS, INC.2,842$200K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd2,623$185K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,571$181K<0.01%+1,97113F-HRTimeline
AE Wealth Management LLC2,333$164K<0.01%+1,35213F-HRTimeline
MONTAG A & ASSOCIATES INC2,250$159K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,100$148K0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,752$123K<0.01%+1,09813F-HRTimelineGroup
Clearstead Advisors, LLC1,649$116K<0.01%-48213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,570$111K<0.01%new13F-HRTimelineGroup
STEPH & CO1,530$108K0.03%013F-HRTimeline
Allworth Financial LP1,449$102K<0.01%-95913F-HRTimeline
MGB Wealth Management, LLC1,432$101K0.03%+713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,404$98.9K-449Timeline
Archer Investment Corp1,368$96.4K0.02%+413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,359$95.8K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC1,341$94.5K0.01%013F-HRTimeline
SYM FINANCIAL Corp1,335$94.1K0.01%+813F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,260$89K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC1,170$82.5K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,128$79.5K<0.01%013F-HRTimelineGroup