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Disclosery

IYK ISHARES TR

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US CONSM STAPLES (fund)

253 managers (255 13F filers) reported a position in IYK shares at 2025-09-30, 10,475,615 shares in all. 26 filers opened a position and 25 filers sold out during the quarter.

Managers
253
13F filers
255
New
26
Added
78
Reduced
90
Sold out
25
Shares held by filers
10,475,615

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,576,820$108M1.62%+1,49813F-HRTimelineGroup
LPL Financial LLC863,163$59M0.02%-56,80313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY615,089$42.1M<0.01%-33,85613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/577,941$39.5M<0.01%-383,75813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC557,565$38.1M0.01%-166,60813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…535,867$36.6M0.02%-63413F-HRTimelineGroup
UBS Group AGin group UBS Group AG501,782$34.3M0.01%+33,96913F-HRTimelineGroup
Steward Partners Investment Advisory, L…485,657$33.2M0.19%+421,92213F-HRTimeline
Cambridge Investment Research Advisors,…292,520$20M0.05%+3,72313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA286,639$19.6M<0.01%-155,06313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC283,957$19.4M<0.01%+22,09213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC260,660$17.8M0.02%+192,10613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS249,432$17.1M0.01%+199,42813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN220,300$15.1M<0.01%-67,59613F-HRTimelineGroup
Cetera Investment Advisers207,881$14.2M0.02%+35,68713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.196,268$13.5M0.02%+59,14013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS176,748$12.1M0.02%-9,64113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC134,010$9.16M<0.01%-2,54113F-HRTimelineGroup
CIBC WORLD MARKET INC.122,465$8.38M0.02%+2,78513F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI111,100$7.56M0.05%013F-HRTimelineGroup
MGO ONE SEVEN LLC92,897$6.35M0.15%+2,56513F-HRTimeline
Peak Planning Group, LLC66,519$4.55M2.37%+4,51413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,620$4.28M<0.01%+7,98313F-HRTimelineGroup
SFI Advisors, LLC61,668$4.22M2.69%-1,04013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…52,563$3.6M0.01%+44,72013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC51,303$3.51M0.01%+5,48713F-HRTimeline
Advisors Capital Management, LLC50,219$3.43M0.04%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP49,448$3.37M<0.01%+3,66113F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd48,449$3.31M0.04%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …47,669$3.26M0.04%-49213F-HRTimelineGroup
NewEdge Advisors, LLC45,009$3.08M0.01%-28,28313F-HRTimeline
Conservest Capital Advisors, Inc.44,557$3.05M0.28%+21313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,521$2.84M0.05%+2,94213F-HRTimelineGroup
First Citizens Financial Corp39,595$2.71M1.34%-13013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT39,419$2.7M0.87%+22713F-HRTimeline
WealthCare Investment Partners, LLC37,610$2.57M0.83%-6,94813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding30,638$2.1M-5,160Timeline
MONEY CONCEPTS CAPITAL CORP30,010$2.05M0.13%+1,68713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,429$1.88M<0.01%new13F-HRTimelineGroup
DEEPWATER ASSET MANAGEMENT, LLC26,139$1.79M0.71%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC26,135$1.79M0.31%+51013F-HRTimeline
B. Riley Wealth Advisors, Inc.26,025$1.78M0.09%-14113F-HRTimeline
Wealthstar Advisors, LLC25,940$1.77M0.7%new13F-HRTimeline
Cercano Management LLC25,446$1.74M0.07%-4,52113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,738$1.69M<0.01%-25,70113F-HRTimelineGroup
Adams Wealth Management24,596$1.68M0.36%+6,92513F-HRTimeline
CacheTech Inc.24,596$1.68M0.34%+6,92513F-HRTimeline
Creative Planningin group Creative Planning23,976$1.64M<0.01%+11013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,675$1.62M<0.01%-5,13213F-HR/ATimelineGroup
Wall Street Financial Group, Inc.22,348$1.53M1.12%-1,93213F-HRTimeline
Geneos Wealth Management Inc.21,202$1.45M0.04%-24813F-HRTimeline
Janney Montgomery Scott LLC20,885$1.43M<0.01%-1,59113F-HRTimeline
NorthCoast Asset Management LLC20,578$1.41M0.01%-4,44313F-HRTimeline
Sanctuary Advisors, LLC20,058$1.37M0.01%+3,30413F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,864$1.36M0.01%-1,88013F-HRTimelineGroup
MONECO ADVISORS, LLC19,856$1.36M0.11%-4,35113F-HRTimeline
Waterloo Capital, L.P.18,571$1.27M0.09%+33913F-HRTimeline
SCOTIA CAPITAL INC.18,019$1.23M0.01%+15,12213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,999$1.23M<0.01%+6,83313F-HRTimelineGroup
Stonebridge Financial Planning Group, L…17,303$1.18M0.44%+613F-HRTimeline
Sovran Advisors, LLC17,538$1.17M0.1%-1,29113F-HRTimeline
Nikulski Financial, Inc.15,993$1.09M0.27%+5813F-HRTimeline
Comprehensive Wealth Management, LLC15,956$1.09M0.77%+4,38813F-HRTimeline
IHT Wealth Management, LLC15,797$1.08M0.03%-1,19213F-HRTimeline
Stillwater Capital Advisors, LLC14,260$975K0.11%-1,99613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,819$945K<0.01%-4,19013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,551$927K<0.01%-2913F-HRTimelineGroup
Atria Investments, Inc13,356$913K0.01%+69113F-HRTimeline
Merit Financial Group, LLC12,794$875K0.01%-37513F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,717$870K<0.01%+4,45013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC12,519$856K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC12,168$832K<0.01%-24413F-HRTimelineGroup
HighTower Advisors, LLC12,158$832K<0.01%-23,66613F-HRTimeline
Simmons Bankin group Simmons Bank12,065$825K0.05%-25013F-HRTimelineGroup
TFB Advisors LLC11,887$817K0.24%+1,73113F-HRTimeline
Essex LLC11,678$799K0.14%-39513F-HRTimeline
FMR LLCin group FMR LLC11,644$796K<0.01%-63313F-HRTimelineGroup
DAVENPORT & Co LLC11,507$787K<0.01%-27313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,346$776K<0.01%013F-HRTimelineGroup
Lakeshore Capital Group, Inc.11,233$768K0.62%+8613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,166$764K<0.01%-813F-HRTimelineGroup
KKM Financial LLC10,682$731K0.23%013F-HRTimeline
Mutual Advisors, LLC10,479$725K0.02%-1,95213F-HRTimeline
New Insight Wealth Advisors10,497$718K0.27%-25013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,310$702K<0.01%-53413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC10,211$698K0.1%+58113F-HRTimeline
COMERICA BANK9,206$630K<0.01%-11,21013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,031$618K0.01%+13613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV8,963$613K0.04%-24413F-HRTimeline
Prospera Financial Services Inc8,962$613K0.01%+5013F-HRTimeline
Accel Wealth Management8,687$594K0.17%-2,78213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,653$592K<0.01%-2,26413F-HRTimelineGroup
Private Advisor Group, LLC8,642$591K<0.01%-16,21513F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC8,307$568K0.56%013F-HRTimeline
Jaffetilchin Investment Partners, LLC8,284$567K0.03%+5213F-HRTimeline
Coastal Bridge Advisors, LLC8,112$555K0.04%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,976$545K<0.01%-98113F-HRTimelineGroup
Perigon Wealth Management, LLC7,815$535K0.01%+213F-HRTimeline
Federation des caisses Desjardins du Qu…7,510$514K<0.01%+1,03213F-HRTimeline
Bellwether Advisors, LLC7,461$510K0.08%-8413F-HRTimeline
MAI Capital Management7,316$500K<0.01%+4213F-HRTimeline
BLAIR WILLIAM & CO/IL6,925$474K<0.01%+33413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,919$473K0.03%+613F-HRTimeline
Global Retirement Partners, LLC6,878$470K0.01%-1513F-HRTimeline
Blankinship & Foster, LLC6,830$467K0.1%+3213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,784$464K0.03%-5,97713F-HRTimeline
GSA CAPITAL PARTNERS LLP6,766$463K0.04%new13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY6,692$458K0.34%-6013F-HRTimeline
Pacific Sun Financial Corp6,646$455K0.22%+44513F-HRTimeline
Glenview Trust Co6,491$444K0.01%-2,25913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,285$430K0.01%013F-HRTimeline
AssuredPartners Investment Advisors, LLC6,264$428K0.1%new13F-HRTimeline
Atlas Private Wealth Advisors6,204$424K0.1%-2,85213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,000$410K<0.01%+2,70013F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC5,928$405K0.07%-56213F-HRTimeline
CALTON & ASSOCIATES, INC.5,825$398K0.06%-90913F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC5,799$397K0.29%-4313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,440$372K0.02%-34513F-HRTimeline
&PARTNERS5,360$367K<0.01%-18913F-HRTimeline
FLP Wealth Management, LLC5,309$363K1.02%-12113F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,146$352K<0.01%013F-HRTimelineGroup
Signal Advisors Wealth, LLC5,035$344K0.03%new13F-HRTimeline
GREENLEAF TRUST4,983$341K<0.01%013F-HRTimeline
Novak & Powell Financial Services, Inc.4,932$337K0.18%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,851$332K0.04%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,800$328K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,762$326K<0.01%-1,81413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,700$321K<0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC4,531$310K0.01%+19213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,517$309K<0.01%-10013F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC4,509$308K0.13%+24613F-HRTimeline
Beacon Financial Advisory LLC4,495$307K0.07%+1613F-HRTimeline
SONATA CAPITAL GROUP INC4,470$306K0.11%013F-HRTimeline
Symphony Financial Services, Inc.4,438$304K0.16%+40513F-HRTimeline
HRT FINANCIAL LP4,422$302K<0.01%-1,88413F-HRTimeline
One Charles Private Wealth Services, LLC4,392$300K0.08%-25813F-HRTimeline
Quantinno Capital Management LP4,346$297K<0.01%-56113F-HRTimeline
Gladstone Institutional Advisory LLC4,305$294K0.01%-6713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,237$290K<0.01%+50113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management4,234$290K<0.01%-48013F-HRTimelineGroup
Cordatus Wealth Management LLC4,233$289K0.07%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,230$289K<0.01%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…4,145$283K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,129$282K<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.3,997$273K<0.01%new13F-HRTimeline
RFG Advisory, LLC3,947$270K0.01%-1,28513F-HRTimeline
Milestone Asset Management Group, LLC3,911$267K0.17%+6313F-HRTimeline
PATTEN & PATTEN INC/TN3,867$264K0.02%+85813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC3,798$260K0.14%new13F-HRTimeline
Arkadios Wealth Advisors3,749$256K0.01%-40213F-HRTimeline
Affiance Financial, LLC3,675$251K0.05%013F-HRTimeline
BAILARD, INC.3,633$248K0.01%013F-HRTimeline
ADIRONDACK TRUST CO3,604$246K0.08%-38013F-HRTimeline
V2 Financial group LLC3,600$246K0.14%013F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.3,549$243K0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,507$240K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT3,400$233K<0.01%+50013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,330$228K0.01%-4013F-HRTimeline
Retirement Planning Group, LLC3,323$227K0.01%new13F-HRTimeline
Sigma Planning Corp3,298$226K0.01%-30613F-HRTimeline
Diversified Enterprises, LLC3,291$225K0.02%+213F-HRTimeline
Vertex Planning Partners, LLC3,282$224K0.04%-8613F-HRTimeline
CoreCap Advisors, LLC3,261$223K0.01%-15513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,240$222K<0.01%013F-HRTimeline
TSA Wealth Managment LLC3,120$213K0.07%013F-HRTimeline
American Trust3,112$213K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,075$210K<0.01%-2,60413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC3,052$209K0.01%-2,24613F-HRTimeline
GPS Wealth Strategies Group, LLC3,048$208K0.02%-99813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp3,000$205K<0.01%013F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC3,000$205K0.11%013F-HRTimeline
Activest Wealth Management2,850$195K0.04%new13F-HRTimeline
Advisory Services Network, LLC2,735$187K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,729$187K<0.01%+15813F-HRTimeline
IFP Advisors, Inc2,285$156K<0.01%+1,28213F-HR/ATimeline
MONTAG A & ASSOCIATES INC2,250$154K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,100$144K0.01%013F-HRTimelineGroup
Archer Investment Corp1,730$118K0.03%+36213F-HRTimeline
Clearstead Advisors, LLC1,660$114K<0.01%+1113F-HRTimeline
Allworth Financial LP1,564$107K<0.01%+11513F-HRTimeline
STEPH & CO1,530$105K0.03%013F-HRTimeline
MGB Wealth Management, LLC1,497$102K0.03%+6513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,370$93.7K<0.01%-20013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,359$92.9K<0.01%013F-HRTimelineGroup
SYM FINANCIAL Corp1,344$91.9K0.01%+913F-HRTimeline
Private Wealth Asset Management, LLC1,341$91.7K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,269$86.8K<0.01%-5,21913F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,260$86K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,215$83.1K<0.01%-53713F-HRTimelineGroup
Wealthspire Advisors, LLC1,207$82.5K<0.01%new13F-HRTimeline
Caitlin John, LLC1,197$81.9K0.06%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,170$80K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,128$77.1K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,125$76.9K0.02%013F-HRTimeline
Millstone Evans Group, LLC1,105$75.6K0.05%+29413F-HRTimeline
Quest 10 Wealth Builders, Inc.1,023$70K0.06%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,017$69.6K-387Timeline
CX Institutional1,002$69K<0.01%-6,99213F-HRTimeline
Parallel Advisors, LLC953$65.2K<0.01%+10413F-HRTimeline
N.E.W. Advisory Services LLC885$60.5K0.01%+313F-HRTimeline