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Disclosery

IYK ISHARES TR

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US CONSM STAPLES (fund)

289 managers (291 13F filers) reported a position in IYK shares at 2026-03-31, 14,692,513 shares in all. 41 filers opened a position and 16 filers sold out during the quarter.

Managers
289
13F filers
291
New
41
Added
79
Reduced
99
Sold out
16
Shares held by filers
14,692,513

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Dynasty Wealth Management, LLC2,128,826$149M1.3%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,133,439$79.3M0.01%+1,087,96813F-HR/ATimelineGroup
OpenArc Corporate Advisory, LLC989,925$69.3M0.99%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC900,649$63.1M1.15%new13F-HRTimeline
LPL Financial LLC859,426$60.2M0.02%-85,96713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY688,325$48.2M<0.01%+18,46313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC585,015$41M0.01%+422,91813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/578,075$40.5M<0.01%-19,35813F-HRTimelineGroup
Steward Partners Investment Advisory, L…555,676$38.9M0.2%+17,55613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…466,767$32.7M0.02%-64,67813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS401,015$28.1M0.02%+301,51113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding376,049$26.3M-97,407Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC319,027$22.3M0.35%-28,84813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA312,442$21.9M<0.01%+35,96313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC256,761$18M<0.01%-27,13113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC256,275$17.9M0.01%-37,72613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN254,512$17.8M<0.01%+30,62613F-HR/ATimelineGroup
Cetera Investment Advisers214,107$15M0.02%+2,93513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.181,492$12.7M0.02%-6,70413F-HRTimelineGroup
Cambridge Investment Research Advisors,…175,227$12.3M0.03%-127,88313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC141,381$9.9M0.01%+99,30713F-HRTimeline
CIBC WORLD MARKET INC.131,950$9.24M0.02%+5,28113F-HRTimeline
Key Client Fiduciary Advisors, LLC126,520$8.86M3.04%+122,18213F-HRTimeline
MGO ONE SEVEN LLC103,893$7.28M0.15%+6,46413F-HRTimeline
WealthSpring Partners, LLC98,657$6.91M6.34%+1,45313F-HRTimeline
UNIQUE WEALTH, LLC92,857$6.5M0.9%new13F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI68,450$4.79M0.04%-42,65013F-HRTimelineGroup
Centerline Wealth Advisors, LLC63,962$4.48M1.61%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61,263$4.27M<0.01%+6,97213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC54,251$3.8M<0.01%-2,41613F-HRTimelineGroup
Aspen Wealth Strategies, LLC49,438$3.46M1.86%+1,01013F-HRTimeline
NewEdge Advisors, LLC46,550$3.26M0.01%+1,26713F-HR/ATimeline
Storen Legacy Partners, LLC43,600$3.05M0.96%new13F-HRTimeline
MML INVESTORS SERVICES, LLC42,208$2.96M0.01%-2,10813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,392$2.76M<0.01%-7,17113F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.39,261$2.75M2.07%-1,34013F-HRTimeline
First Citizens Financial Corp38,412$2.69M1.27%-25413F-HRTimeline
Conservest Capital Advisors, Inc.37,249$2.61M0.24%-7,27813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…35,799$2.51M<0.01%-25,59213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP35,212$2.47M0.14%+35713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding34,481$2.41M-4,241Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,536$2.21M0.03%-12,08613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…30,903$2.16M0.06%+23,66813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.30,766$2.15M<0.01%+25,32413F-HRTimelineGroup
WealthCare Investment Partners, LLC30,803$2.15M0.6%-3,11613F-HRTimeline
Sanctuary Advisors, LLC30,280$2.12M0.01%+5,54813F-HRTimeline
Private Advisor Group, LLC29,382$2.06M0.01%+21,14613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,412$1.99M<0.01%new13F-HRTimelineGroup
Consolidated Investment Group LLC27,900$1.95M0.21%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd26,607$1.86M0.03%new13F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC26,012$1.82M0.3%new13F-HRTimeline
SFI Advisors, LLC24,396$1.71M1.79%-21,33613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT23,583$1.65M0.49%-14,97613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,300$1.63M<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd22,858$1.6M<0.01%+3,27913F-HRTimeline
Wall Street Financial Group, Inc.22,074$1.55M0.92%+1,30213F-HRTimeline
B. Riley Wealth Advisors, Inc.21,728$1.52M0.1%+613F-HRTimeline
S&A Financial Services, Inc.20,883$1.46M1%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,613$1.44M<0.01%-247,24113F-HRTimelineGroup
Janney Montgomery Scott LLC20,481$1.43M<0.01%-6,54113F-HRTimeline
Geneos Wealth Management Inc.20,084$1.41M0.03%-36313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth19,005$1.33M<0.01%-1,07813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,918$1.32M<0.01%+8,50913F-HRTimeline
Envision Financial Transparency, LLC18,641$1.3M1.27%13F-HRTimeline
Waterloo Capital, L.P.18,622$1.3M0.09%+8713F-HRTimeline
Comprehensive Wealth Management, LLC18,349$1.28M0.65%+17013F-HRTimeline
Smartleaf Asset Management LLC18,168$1.27M0.05%+18,12913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,683$1.24M<0.01%+51413F-HRTimelineGroup
Sovran Advisors, LLC17,181$1.23M0.1%-31813F-HRTimeline
NTV Asset Management LLC17,597$1.23M0.14%new13F-HRTimeline
Cyndeo Wealth Partners, LLC16,404$1.15M0.06%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC15,898$1.12M0.12%-14,40713F-HRTimeline
Stonebridge Financial Planning Group, L…15,859$1.11M0.41%-24513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC15,766$1.09M0.14%+4,24213F-HRTimeline
Mariner, LLCin group Mariner, LLC15,531$1.09M<0.01%+3,24413F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,455$1.08M0.1%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,116$1.08M0.01%-68913F-HRTimelineGroup
IHT Wealth Management, LLC15,207$1.06M0.02%-74413F-HRTimeline
FMR LLCin group FMR LLC14,477$1.01M<0.01%+1,82813F-HRTimelineGroup
Merit Financial Group, LLC14,445$1.01M0.01%+25813F-HRTimeline
Adams Wealth Management13,795$966K0.21%-2,48413F-HRTimeline
CacheTech Inc.13,795$966K0.19%-2,48413F-HRTimeline
HighTower Advisors, LLC13,659$956K<0.01%+24413F-HRTimeline
Counterweight Ventures, LLC13,478$944K0.53%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,737$927K<0.01%+20213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,988$910K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources12,717$891K<0.01%013F-HRTimelineGroup
Asset One Wealth Management LLC12,734$879K0.1%+62513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC12,519$877K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC12,487$874K0.02%-1,11813F-HRTimeline
Stone Wealth Partners12,476$874K0.78%+3,39613F-HRTimeline
Atria Investments, Inc12,246$858K0.01%+2,70113F-HRTimeline
Signal Advisors Wealth, LLC12,116$848K0.06%+3,88213F-HRTimeline
CWM, LLCin group CWM, LLC11,790$826K<0.01%-18313F-HRTimelineGroup
Virtue Capital Management, LLC11,717$820K0.12%-70613F-HRTimeline
GTS SECURITIES LLC11,572$810K0.03%new13F-HRTimeline
Simmons Bankin group Simmons Bank11,524$807K0.05%-54113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC11,491$805K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,480$804K<0.01%+13213F-HRTimelineGroup
Essex LLC11,337$794K0.14%-4113F-HRTimeline
Lakeshore Capital Group, Inc.11,114$778K0.64%-10513F-HRTimeline
Arkadios Wealth Advisors11,094$777K0.01%+95613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,078$776K0.05%+1,20413F-HRTimeline
Creative Planningin group Creative Planning10,810$757K<0.01%+6613F-HRTimelineGroup
Stillwater Capital Advisors, LLC10,620$744K0.08%-3,69613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,615$743K<0.01%-40013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,092$707K0.01%+9713F-HRTimelineGroup
MONECO ADVISORS, LLC9,969$698K0.05%-5,77113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,688$678K<0.01%+3,20813F-HRTimelineGroup
HighPoint Advisor Group LLC9,591$672K0.03%-36913F-HRTimeline
Prospera Financial Services Inc9,358$655K0.01%+113F-HRTimeline
New Insight Wealth Advisors9,145$640K0.23%-89513F-HRTimeline
BCS Wealth Management9,000$630K0.13%-9,00013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,727$611K<0.01%-4,31413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,682$608K<0.01%+47713F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC8,457$592K0.61%013F-HRTimeline
Jaffetilchin Investment Partners, LLC8,405$589K0.04%+3913F-HRTimeline
DAVENPORT & Co LLC8,066$565K<0.01%-2313F-HRTimeline
Coastal Bridge Advisors, LLC8,043$563K0.04%-6913F-HRTimeline
Perigon Wealth Management, LLC7,816$547K0.01%013F-HRTimeline
Bellwether Advisors, LLC7,461$522K0.09%013F-HRTimeline
MAI Capital Management7,414$519K<0.01%+3113F-HRTimeline
BLAIR WILLIAM & CO/IL7,053$494K<0.01%-313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,932$485K0.03%+413F-HRTimeline
Blankinship & Foster, LLC6,905$484K0.11%+2413F-HRTimeline
Sunbelt Securities, Inc.6,810$477K0.03%new13F-HRTimeline
Glenview Trust Co6,718$470K0.01%-90613F-HRTimeline
Accel Wealth Management6,466$453K0.12%-79013F-HRTimeline
Pacific Sun Financial Corp6,406$449K0.22%-13013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,285$440K0.01%-22413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,073$432K0.01%-37313F-HRTimeline
Quotient Wealth Partners, LLC6,079$426K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,857$410K0.01%+4,72013F-HRTimeline
GSA CAPITAL PARTNERS LLP5,757$403K0.03%-1,65713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC5,754$403K0.28%-913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,712$400K0.07%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY5,666$397K0.26%-75313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,647$395K<0.01%+1,92913F-HRTimelineGroup
Quantinno Capital Management LP5,614$393K<0.01%+1,61913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,514$386K0.02%-84813F-HRTimeline
Nova Wealth Management, Inc.5,497$385K0.25%+3,67613F-HRTimeline
&PARTNERS5,361$376K<0.01%+24713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,261$368K<0.01%-32013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,137$360K0.01%+90713F-HRTimelineGroup
GREENLEAF TRUST4,983$349K<0.01%013F-HRTimeline
GARRISON POINT ADVISORS, LLC4,878$342K0.16%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,868$341K0.01%+33213F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,851$340K0.04%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,745$332K0.02%+1213F-HRTimeline
Atlas Private Wealth Advisors4,653$326K0.08%-75013F-HRTimeline
Retirement Planning Group, LLC4,635$325K0.01%-47913F-HRTimeline
Symphony Financial Services, Inc.4,588$321K0.16%013F-HRTimeline
Beacon Financial Advisory LLC4,532$317K0.07%+1213F-HRTimeline
Odyssey Capital Advisors, Inc.4,521$317K0.28%-23613F-HRTimeline
Targeted Financial Services LLC4,489$314K0.26%-3,78613F-HRTimeline
PUREfi Wealth, LLC4,481$314K0.21%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,408$309K0.01%-23713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,339$304K<0.01%-14013F-HRTimelineGroup
Traveka Wealth, LLC4,319$302K0.12%new13F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC4,276$299K0.11%new13F-HRTimelineGroup
Fairvoy Private Wealth, LLC4,242$297K0.07%new13F-HRTimeline
Cordatus Wealth Management LLC4,233$296K0.07%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,166$292K<0.01%-5113F-HRTimelineGroup
SONATA CAPITAL GROUP INC4,120$289K0.11%-35013F-HRTimeline
CoreCap Advisors, LLC4,045$283K0.01%+29213F-HRTimeline
Beacon Pointe Advisors, LLC4,012$281K<0.01%+79413F-HRTimeline
MLP3, LLC3,855$270K0.3%013F-HRTimeline
One Charles Private Wealth Services, LLC3,816$267K0.07%-55313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,753$263K<0.01%new13F-HRTimelineGroup
CALTON & ASSOCIATES, INC.3,730$261K0.04%-73313F-HRTimeline
SCOTIA CAPITAL INC.3,697$259K<0.01%-6,81613F-HRTimeline
BAILARD, INC.3,633$254K0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,606$253K<0.01%013F-HRTimeline
V2 Financial group LLC3,600$252K0.12%013F-HRTimeline
PATTEN & PATTEN INC/TN3,562$249K0.02%013F-HRTimeline
Commonwealth Retirement Investments LLC3,537$248K0.08%-7,08813F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.3,524$247K0.01%+28013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,507$246K<0.01%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3,500$245K0.01%-5313F-HRTimeline
Novak & Powell Financial Services, Inc.3,401$238K0.13%013F-HRTimeline
Milestone Asset Management Group, LLC3,308$232K0.14%-32813F-HRTimeline
Diversified Enterprises, LLC3,295$231K0.01%+113F-HRTimeline
High Point Wealth Management, LLC3,293$231K0.22%+1013F-HRTimeline
Independent Advisor Alliance3,282$230K<0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,272$229K<0.01%+3213F-HRTimeline
Stronghold Wealth Management L.L.C.3,194$224K0.34%-12113F-HRTimeline
Gladstone Institutional Advisory LLC3,159$221K0.01%-1,21813F-HRTimeline
EVOKE WEALTH, LLC3,126$219K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,099$216K<0.01%-2,86613F-HRTimeline
Sigma Planning Corp3,070$215K0.01%-24513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,019$211K0.08%new13F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,000$210K0.12%013F-HRTimeline
Center for Wealth Management Advisory2,977$209K0.15%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,954$207K<0.01%-10213F-HR/ATimeline
REDW Wealth LLC2,886$202K0.08%new13F-HRTimeline
IFP Advisors, Inc2,787$195K<0.01%-72213F-HRTimeline
ADIRONDACK TRUST CO2,646$185K0.06%-44913F-HRTimeline
Allworth Financial LP2,568$180K<0.01%+1,30813F-HRTimeline
Advisory Services Network, LLC2,554$179K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC2,250$158K0.01%013F-HRTimeline