Skip to content
Disclosery

IYK ISHARES TR

Follow

US CONSM STAPLES (fund)

267 managers (269 13F filers) reported a position in IYK shares at 2025-12-31, 8,965,363 shares in all. 34 filers opened a position and 30 filers sold out during the quarter.

Managers
267
13F filers
269
New
34
Added
88
Reduced
78
Sold out
30
Shares held by filers
8,965,363

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC945,393$63.3M0.02%+82,23013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY669,862$44.8M<0.01%+54,77313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/597,433$40M<0.01%+19,49213F-HRTimelineGroup
Steward Partners Investment Advisory, L…538,120$36M0.2%+52,46313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…531,445$35.6M0.02%-4,42213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG473,456$31.7M0.01%-28,32613F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC347,875$23.3M0.34%-1,228,94513F-HRTimelineGroup
Cambridge Investment Research Advisors,…303,110$20.3M0.05%+10,59013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC294,001$19.7M0.01%+159,99113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC283,892$19M<0.01%-6513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA276,479$18.5M<0.01%-10,16013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC267,854$17.9M0.01%+240,42513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN223,886$15M<0.01%+3,58613F-HRTimelineGroup
Cetera Investment Advisers211,172$14.1M0.02%+3,29113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.188,196$12.6M0.02%-8,07213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC162,097$10.8M<0.01%-395,46813F-HRTimelineGroup
CIBC WORLD MARKET INC.126,669$8.48M0.02%+4,20413F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI111,100$7.48M0.05%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS99,504$6.66M<0.01%-149,92813F-HRTimelineGroup
MGO ONE SEVEN LLC97,429$6.52M0.13%+4,53213F-HRTimeline
WealthSpring Partners, LLC97,204$6.5M6.66%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…61,391$4.11M0.01%+8,82813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC56,667$3.79M<0.01%-5,95313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP54,291$3.63M<0.01%+4,84313F-HRTimelineGroup
Aspen Wealth Strategies, LLC48,428$3.24M1.77%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,563$3.12M<0.01%+21,82513F-HRTimelineGroup
SFI Advisors, LLC45,732$3.06M1.96%-15,93613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45,471$3.04M<0.01%+21,79613F-HRTimelineGroup
NewEdge Advisors, LLC45,283$3.03M0.01%+27413F-HRTimeline
Conservest Capital Advisors, Inc.44,527$2.98M0.27%-3013F-HRTimeline
MML INVESTORS SERVICES, LLC44,316$2.97M0.01%-6,98713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,622$2.92M0.05%+2,10113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC42,074$2.82M<0.01%-218,58613F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.40,601$2.72M2%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding38,722$2.59M+8,084Timeline
First Citizens Financial Corp38,666$2.59M1.28%-92913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT38,559$2.58M0.8%-86013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP34,855$2.33M0.13%+4,84513F-HRTimeline
WealthCare Investment Partners, LLC33,919$2.26M0.66%-3,69113F-HRTimeline
Leo Wealth, LLC32,014$2.14M0.16%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC30,305$2.03M0.3%+24,04113F-HRTimeline
Janney Montgomery Scott LLC27,022$1.81M<0.01%+6,13713F-HRTimeline
Sanctuary Advisors, LLC24,732$1.66M0.01%+4,67413F-HRTimeline
B. Riley Wealth Advisors, Inc.21,722$1.45M0.07%-4,30313F-HRTimeline
Wall Street Financial Group, Inc.20,772$1.39M1.01%-1,57613F-HRTimeline
Geneos Wealth Management Inc.20,447$1.37M0.03%-75513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,083$1.34M<0.01%+15,95413F-HRTimelineGroup
Qube Research & Technologies Ltd19,579$1.31M<0.01%new13F-HRTimeline
Waterloo Capital, L.P.18,535$1.24M0.09%-3613F-HRTimeline
Sovran Advisors, LLC17,499$1.22M0.1%-3913F-HRTimeline
Comprehensive Wealth Management, LLC18,179$1.22M0.72%+2,22313F-HRTimeline
BCS Wealth Management18,000$1.2M0.12%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,169$1.15M<0.01%-83013F-HRTimelineGroup
Mawer Investment Management Ltd.16,980$1.14M0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,805$1.12M0.01%-3,05913F-HRTimelineGroup
Adams Wealth Management16,279$1.09M0.23%-8,31713F-HRTimeline
CacheTech Inc.16,279$1.09M0.2%-8,31713F-HRTimeline
Stonebridge Financial Planning Group, L…16,104$1.08M0.39%-1,19913F-HRTimeline
IHT Wealth Management, LLC15,951$1.07M0.03%+15413F-HRTimeline
MONECO ADVISORS, LLC15,740$1.05M0.08%-4,11613F-HRTimeline
Stillwater Capital Advisors, LLC14,316$958K0.1%+5613F-HRTimeline
Merit Financial Group, LLC14,187$949K0.01%+1,39313F-HRTimeline
Mutual Advisors, LLC13,605$910K0.02%+3,12613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,535$906K<0.01%-28413F-HR/ATimelineGroup
HighTower Advisors, LLC13,415$898K<0.01%+1,25713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,041$873K<0.01%-163,70713F-HRTimeline
Asset One Wealth Management LLC12,109$871K0.12%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,717$851K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC12,649$846K<0.01%+1,00513F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC12,519$838K<0.01%013F-HRTimelineGroup
Virtue Capital Management, LLC12,423$829K0.13%new13F-HR/ATimeline
Mariner, LLCin group Mariner, LLC12,287$822K<0.01%-1,26413F-HRTimelineGroup
Simmons Bankin group Simmons Bank12,065$807K0.05%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC11,973$801K<0.01%-19513F-HRTimelineGroup
TFB Advisors LLC11,633$778K0.22%-25413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC11,524$771K0.1%+1,31313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,491$769K<0.01%+14513F-HRTimelineGroup
Welch Group, LLC11,467$767K0.03%new13F-HRTimeline
Essex LLC11,378$761K0.13%-30013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,348$759K<0.01%+18213F-HR/ATimelineGroup
Lakeshore Capital Group, Inc.11,219$751K0.6%-1413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,015$737K<0.01%+2,36213F-HRTimelineGroup
Creative Planningin group Creative Planning10,744$719K<0.01%-13,23213F-HRTimelineGroup
Commonwealth Retirement Investments LLC10,625$711K0.23%new13F-HRTimeline
SCOTIA CAPITAL INC.10,513$704K<0.01%-7,50613F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC10,500$703K0.16%new13F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,409$686K<0.01%+9913F-HRTimeline
Arkadios Wealth Advisors10,138$678K0.01%+6,38913F-HRTimeline
New Insight Wealth Advisors10,040$672K0.24%-45713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,995$669K0.01%+96413F-HRTimelineGroup
HighPoint Advisor Group LLC9,960$667K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,874$661K0.04%+91113F-HRTimeline
COMERICA BANK9,553$639K<0.01%+34713F-HRTimeline
Atria Investments, Inc9,545$639K0.01%-3,81113F-HRTimeline
Prospera Financial Services Inc9,357$626K0.01%+39513F-HRTimeline
Stone Wealth Partners9,080$608K0.54%13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC8,457$566K0.59%+15013F-HRTimeline
Jaffetilchin Investment Partners, LLC8,366$560K0.03%+8213F-HRTimeline
Targeted Financial Services LLC8,275$554K0.48%13F-HRTimeline
Private Advisor Group, LLC8,236$551K<0.01%-40613F-HRTimeline
Signal Advisors Wealth, LLC8,234$551K0.04%+3,19913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,205$549K<0.01%+22913F-HRTimelineGroup
Coastal Bridge Advisors, LLC8,112$543K0.04%013F-HRTimeline
DAVENPORT & Co LLC8,089$541K<0.01%-3,41813F-HRTimeline
Perigon Wealth Management, LLC7,816$523K0.01%+113F-HRTimeline
Federation des caisses Desjardins du Qu…7,810$523K<0.01%+30013F-HRTimeline
Glenview Trust Co7,624$510K0.01%+1,13313F-HRTimeline
Bellwether Advisors, LLC7,461$499K0.08%013F-HRTimeline
GSA CAPITAL PARTNERS LLP7,414$496K0.04%+64813F-HRTimeline
MAI Capital Management7,383$494K<0.01%+6713F-HRTimeline
Accel Wealth Management7,256$486K0.13%-1,43113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,235$484K0.01%+7,22813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL7,056$472K<0.01%+13113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,928$464K0.03%+913F-HRTimeline
Blankinship & Foster, LLC6,881$460K0.1%+5113F-HRTimeline
Global Retirement Partners, LLC6,687$447K0.01%-19113F-HRTimeline
Pacific Sun Financial Corp6,536$437K0.21%-11013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,509$436K0.01%+22413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,480$434K<0.01%+2,24313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC6,446$431K0.01%new13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY6,419$430K0.29%-27313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,362$426K0.03%-42213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,000$402K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC5,965$399K<0.01%+3,23613F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC5,763$386K0.27%-3613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,712$382K0.06%-21613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,581$373K<0.01%+43513F-HRTimelineGroup
FLP Wealth Management, LLC5,562$372K0.88%+25313F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,442$364K<0.01%new13F-HRTimelineGroup
Atlas Private Wealth Advisors5,403$362K0.08%-80113F-HRTimeline
Retirement Planning Group, LLC5,114$342K0.01%+1,79113F-HRTimeline
&PARTNERS5,114$342K<0.01%-24613F-HRTimeline
GREENLEAF TRUST4,983$333K<0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,945$331K0.02%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC4,878$326K0.14%+36913F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,851$325K0.03%013F-HRTimeline
Odyssey Capital Advisors, Inc.4,757$318K0.28%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,733$316K0.02%-70713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,645$311K0.01%+4,06113F-HRTimelineGroup
Symphony Financial Services, Inc.4,588$307K0.16%+15013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,536$304K0.01%+513F-HRTimeline
Beacon Financial Advisory LLC4,520$302K0.07%+2513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,479$300K<0.01%-28313F-HRTimelineGroup
SONATA CAPITAL GROUP INC4,470$299K0.11%013F-HRTimeline
CALTON & ASSOCIATES, INC.4,463$299K0.04%-1,36213F-HRTimeline
Gladstone Institutional Advisory LLC4,377$293K0.01%+7213F-HRTimeline
One Charles Private Wealth Services, LLC4,369$292K0.08%-2313F-HRTimeline
Key Client Fiduciary Advisors, LLC4,338$290K0.1%new13F-HRTimeline
Cordatus Wealth Management LLC4,233$283K0.07%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,230$283K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,217$282K<0.01%-30013F-HRTimelineGroup
Quantinno Capital Management LP3,995$267K<0.01%-35113F-HRTimeline
MLP3, LLC3,855$258K0.28%13F-HRTimeline
CoreCap Advisors, LLC3,753$251K0.01%+49213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,718$249K<0.01%-51613F-HRTimelineGroup
Milestone Asset Management Group, LLC3,636$243K0.14%-27513F-HRTimeline
BAILARD, INC.3,633$243K0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,606$241K<0.01%-53913F-HRTimeline
V2 Financial group LLC3,600$241K0.12%013F-HRTimeline
PATTEN & PATTEN INC/TN3,562$238K0.01%-30513F-HRTimeline
Cassaday & Co Wealth Management LLC3,553$238K0.01%new13F-HRTimeline
IFP Advisors, Inc3,509$235K0.01%+1,22413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,507$235K<0.01%013F-HRTimelineGroup
CX Institutional3,418$229K0.01%+2,41613F-HRTimeline
Novak & Powell Financial Services, Inc.3,401$228K0.12%-1,53113F-HRTimeline
Stronghold Wealth Management L.L.C.3,315$222K0.33%13F-HRTimeline
Sigma Planning Corp3,315$222K0.01%+1713F-HRTimeline
Diversified Enterprises, LLC3,294$220K0.01%+313F-HRTimeline
High Point Wealth Management, LLC3,283$220K0.21%13F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.3,244$217K0.01%-30513F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC3,240$217K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC3,218$215K<0.01%new13F-HRTimeline
EVOKE WEALTH, LLC3,126$209K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO3,095$207K0.07%-50913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,056$205K<0.01%+413F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,000$201K0.11%013F-HRTimeline
Activest Wealth Management2,850$191K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,565$172K<0.01%-51013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT2,400$161K<0.01%-1,00013F-HRTimeline
MONTAG A & ASSOCIATES INC2,250$151K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,203$147K<0.01%+98813F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,100$141K0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC2,000$134K<0.01%+34013F-HRTimeline
Nova Wealth Management, Inc.1,821$122K0.08%+93813F-HRTimeline
Litman Gregory Wealth Management LLC1,809$121K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC1,779$119K0.01%+89413F-HRTimeline
BAYBAN1,750$117K0.1%13F-HRTimeline
Sound Income Strategies, LLC1,497$104K<0.01%new13F-HRTimeline
STEPH & CO1,530$102K0.03%013F-HRTimeline
MGB Wealth Management, LLC1,509$101K0.03%+1213F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,490$99.7K0.14%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,368$91.6K<0.01%+913F-HRTimelineGroup
Private Wealth Asset Management, LLC1,341$89.7K0.01%013F-HRTimeline
Archer Investment Corp1,335$89.3K0.02%-39513F-HRTimeline
Allworth Financial LP1,260$84.3K<0.01%-30413F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,260$84K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,185$79.3K<0.01%-18513F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,170$78.3K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,137$76.1K<0.01%-13213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,128$75.5K<0.01%013F-HRTimelineGroup