Vault-13

ISHARES TR IYK

US CONSM STAPLES · ETP · CUSIP 464287812

269 institutional holders +14 vs Q3 2025
8,987,5779.0m shares reported held*
$602.1mreported value*
34 new 86 added 80 reduced 30 sold out net sold ≈ $111.8m (-1.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $66.99.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 230Q4 22: 259Q1 23: 241Q2 23: 244Q3 23: 237Q4 23: 244Q1 24: 229Q2 24: 236Q3 24: 236Q4 24: 252Q1 25: 258Q2 25: 258Q3 25: 255Q4 25: 269269Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022230
Q4 2022259
Q1 2023241
Q2 2023244
Q3 2023237
Q4 2023244
Q1 2024229
Q2 2024236
Q3 2024236
Q4 2024252
Q1 2025258
Q2 2025258
Q3 2025255
Q4 2025269

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 24: 83 bought or addedQ1 24: 118 cut or sold outQ2 24: 79 bought or addedQ2 24: 113 cut or sold outQ2 24Q3 24: 89 bought or addedQ3 24: 99 cut or sold outQ4 24: 113 bought or addedQ4 24: 76 cut or sold outQ4 24Q1 25: 117 bought or addedQ1 25: 108 cut or sold outQ2 25: 127 bought or addedQ2 25: 88 cut or sold outQ2 25Q3 25: 104 bought or addedQ3 25: 115 cut or sold outQ4 25: 120 bought or addedQ4 25: 110 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202483118
Q2 202479113
Q3 20248999
Q4 202411376
Q1 2025117108
Q2 202512788
Q3 2025104115
Q4 2025120110

Biggest buyers

CITADEL ADVISORS LLC Added +240,425+240.4k
RAYMOND JAMES FINANCIAL INC Added +159,991+160.0k
LPL Financial LLC Added +82,230+82.2k
MORGAN STANLEY Added +54,773+54.8k
Steward Partners Investment Advisory, LLC Added +52,463+52.5k
Aspen Wealth Strategies, LLC New +48,428+48.4k
LITTLEJOHN FINANCIAL SERVICES, INC. New +40,601+40.6k
Leo Wealth, LLC New +32,014+32.0k
AssuredPartners Investment Advisors, LLC Added +24,041+24.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +21,825+21.8k

Biggest sellers

PGIM Custom Harvest LLC Reduced -1,228,945-1.2m
AMERIPRISE FINANCIAL INC Reduced -395,468-395.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -218,586-218.6k
CAPTRUST FINANCIAL ADVISORS Reduced -163,707-163.7k
BNP PARIBAS FINANCIAL MARKETS Reduced -149,928-149.9k
Peak Planning Group, LLC Sold out -66,519-66.5k
Advisors Capital Management, LLC Sold out -50,219-50.2k
Quadrature Capital Ltd Sold out -48,449-48.4k
OPPENHEIMER & CO INC Sold out -47,669-47.7k
UBS Group AG Reduced -28,326-28.3k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 945,393945.4k $63.3m $63.3m 0.02% Added +82.2k +82,230
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 669,862669.9k $44.8m $44.8m 0.00% Added +54.8k +54,773
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 597,433597.4k $40.0m $40.0m 0.00% Added +19.5k +19,492
4 Steward Partners Investment Advisory, LLC 0.20% of their portfolio STAMFORD, CT 538,120538.1k $36.0m $36.0m 0.20% Added +52.5k +52,463
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 531,445531.4k $35.6m $35.6m 0.02% Reduced -4.4k -4,422
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 473,456473.5k $31.7m $31.7m 0.01% Reduced -28.3k -28,326
7 PGIM Custom Harvest LLC 0.34% of their portfolio NEWARK, NJ 347,875347.9k $23.3m $23.3m 0.34% Reduced -1.2m -1,228,945
8 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 303,110303.1k $20.3m $20.3m 0.05% Added +10.6k +10,590
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 294,001294.0k $19.7m $19.7m 0.01% Added +160.0k +159,991
10 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 283,892283.9k $19.0m $19.0m 0.00% Reduced -65 -65
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 276,479276.5k $18.5m $18.5m 0.00% Reduced -10.2k -10,160
12 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 267,854267.9k $17.9m $17.9m 0.01% Added +240.4k +240,425
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 223,886223.9k $15.0m $15.0m 0.00% Added +3.6k +3,586
14 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 211,172211.2k $14.1m $14.1m 0.02% Added +3.3k +3,291
15 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 188,196188.2k $12.6m $12.6m 0.02% Reduced -8.1k -8,072
16 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 162,097162.1k $10.8m $10.8m 0.00% Reduced -395.5k -395,468
17 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 126,669126.7k $8.5m $8.5m 0.02% Added +4.2k +4,204
18 Zurich Insurance Group Ltd/FI 0.05% of their portfolio ZURICH, V8 111,100111.1k $7.5m $7.5m 0.05% Unchanged
19 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 99,50499.5k $6.7m $6.7m 0.00% Reduced -149.9k -149,928
20 MGO ONE SEVEN LLC 0.13% of their portfolio Beachwood, OH 97,42997.4k $6.5m $6.5m 0.13% Added +4.5k +4,532
21 WealthSpring Partners, LLC 6.66% of their portfolio LONG BEACH, CA 97,20497.2k $6.5m $6.5m 6.66% First filing
22 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 61,39161.4k $4.1m $4.1m 0.01% Added +8.8k +8,828
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 56,66756.7k $3.8m $3.8m 0.00% Reduced -6.0k -5,953
24 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 54,29154.3k $3.6m $3.6m 0.00% Added +4.8k +4,843
25 Aspen Wealth Strategies, LLC 1.77% of their portfolio ARVADA, CO 48,42848.4k $3.2m $3.2m 1.77% New
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 46,56346.6k $3.1m $3.1m 0.00% Added +21.8k +21,825
27 SFI Advisors, LLC 1.96% of their portfolio Montclair, NJ 45,73245.7k $3.1m $3.1m 1.96% Reduced -15.9k -15,936
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 45,47145.5k $3.0m $3.0m 0.00% Reduced -1.9k -1,879
29 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 45,28345.3k $3.0m $3.0m 0.01% Added +274 +274
30 Conservest Capital Advisors, Inc. 0.27% of their portfolio WYNNEWOOD, PA 44,52744.5k $3.0m $3.0m 0.27% Reduced -30 -30
31 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 44,31644.3k $3.0m $3.0m 0.01% Reduced -7.0k -6,987
32 PRINCIPAL SECURITIES, INC. 0.05% of their portfolio DES MOINES, IA 43,62243.6k $2.9m $2.9m 0.05% Added +2.1k +2,101
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 42,07442.1k $2.8m $2.8m 0.00% Reduced -218.6k -218,586
34 LITTLEJOHN FINANCIAL SERVICES, INC. 2.00% of their portfolio ROSEBURG, OR 40,60140.6k $2.7m $2.7m 2.00% New
35 First Citizens Financial Corp 1.28% of their portfolio MASON CITY, IA 38,66638.7k $2.6m $2.6m 1.28% Reduced -929 -929
36 PENOBSCOT WEALTH MANAGEMENT 0.80% of their portfolio PORTLAND, ME 38,55938.6k $2.6m $2.6m 0.80% Reduced -860 -860
37 MONEY CONCEPTS CAPITAL CORP 0.13% of their portfolio PALM BEACH GARDENS, FL 34,85534.9k $2.3m $2.3m 0.13% Added +4.8k +4,845
38 WealthCare Investment Partners, LLC 0.66% of their portfolio PORTSMOUTH, RI 33,91933.9k $2.3m $2.3m 0.66% Reduced -3.7k -3,691
39 Leo Wealth, LLC 0.16% of their portfolio HURST, TX 32,01432.0k $2.1m $2.1m 0.16% New
40 AssuredPartners Investment Advisors, LLC 0.30% of their portfolio Tampa, FL 30,30530.3k $2.0m $2.0m 0.30% Added +24.0k +24,041
41 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 27,34727.3k $1.8m $1.8m 0.01% Added +7.5k +7,472
42 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 27,07027.1k $1.8m $1.8m 0.00% Added +13.3k +13,251
43 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 27,02227.0k $1.8m $1.8m 0.00% Added +6.1k +6,137
44 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 24,73224.7k $1.7m $1.7m 0.01% Reduced -7.8k -7,750
45 B. Riley Wealth Advisors, Inc. 0.07% of their portfolio MEMPHIS, TN 21,72221.7k $1.5m $1.5m 0.07% Reduced -4.3k -4,303
46 BOSTON RESEARCH & MANAGEMENT INC 0.16% of their portfolio MANCHESTER, MA 21,00021.0k $1.4m $1.4m 0.16% New
47 Wall Street Financial Group, Inc. 1.01% of their portfolio CARLINVILLE, IL 20,77220.8k $1.4m $1.4m 1.01% Reduced -1.6k -1,576
48 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 20,44720.4k $1.4m $1.4m 0.03% Reduced -755 -755
49 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 20,08320.1k $1.3m $1.3m 0.00% Added +16.0k +15,954
50 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 19,57919.6k $1.3m $1.3m 0.00% New
51 Waterloo Capital, L.P. 0.09% of their portfolio AUSTIN, TX 18,53518.5k $1.2m $1.2m 0.09% Reduced -36 -36
52 Comprehensive Wealth Management, LLC 0.72% of their portfolio LYNNWOOD, WA 18,17918.2k $1.2m $1.2m 0.72% Added +2.2k +2,223
53 BCS Wealth Management 0.12% of their portfolio JOHNSON CITY, TN 18,00018.0k $1.2m $1.2m 0.12% New
54 Sovran Advisors, LLC 0.10% of their portfolio SAN DIEGO, CA 17,49917.5k $1.2m $1.2m 0.10% Reduced -39 -39
55 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,16917.2k $1.1m $1.1m 0.00% Reduced -830 -830
56 Mawer Investment Management Ltd. 0.01% of their portfolio CALGARY, A0 16,98017.0k $1.1m $1.1m 0.01% New
57 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 16,80516.8k $1.1m $1.1m 0.01% Reduced -3.1k -3,059
58 Adams Wealth Management 0.23% of their portfolio LOGAN, UT 16,27916.3k $1.1m $1.1m 0.23% Reduced -8.3k -8,317
59 CacheTech Inc. 0.20% of their portfolio LOGAN, UT 16,27916.3k $1.1m $1.1m 0.20% Reduced -8.3k -8,317
60 Stonebridge Financial Planning Group, LLC 0.39% of their portfolio ORLANDO, FL 16,10416.1k $1.1m $1.1m 0.39% Reduced -1.2k -1,199
61 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 15,95116.0k $1.1m $1.1m 0.03% Added +154 +154
62 MONECO ADVISORS, LLC 0.08% of their portfolio FAIRFIELD, CT 15,74015.7k $1.1m $1.1m 0.08% Reduced -4.1k -4,116
63 Stillwater Capital Advisors, LLC 0.10% of their portfolio DEVON, PA 14,31614.3k $958.0k $958.0k 0.10% Added +56 +56
64 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 14,18714.2k $949.4k $949.4k 0.01% Added +1.4k +1,393
65 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 13,60513.6k $910.5k $910.5k 0.02% Added +3.1k +3,126
66 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 13,41513.4k $897.8k $897.8k 0.00% Added +1.3k +1,257
67 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 13,04113.0k $872.7k $872.7k 0.00% Reduced -163.7k -163,707
68 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 12,71712.7k $851.0k $851.0k 0.00% Unchanged
69 FMR LLC 0.00% of their portfolio BOSTON, MA 12,64912.6k $846.4k $846.4k 0.00% Added +1.0k +1,005
70 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 12,51912.5k $838.0k $838.0k 0.00% Unchanged
71 Virtue Capital Management, LLC 0.13% of their portfolio BRENTWOOD, TN 12,42312.4k $828.7k $828.7k 0.13% New
72 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,28712.3k $822.3k $822.3k 0.00% Reduced -1.3k -1,264
73 Asset One Wealth Management LLC 0.12% of their portfolio BELLEVUE, WA 12,10912.1k $870.8k $870.8k 0.12% First filing
74 Simmons Bank 0.05% of their portfolio Pine Bluff, AR 12,06512.1k $807.4k $807.4k 0.05% Unchanged
75 CWM, LLC 0.00% of their portfolio OMAHA, NE 11,97312.0k $801.0k $801.0k 0.00% Reduced -195 -195
76 TFB Advisors LLC 0.22% of their portfolio OVERLAND PARK, KS 11,63311.6k $778.5k $778.5k 0.22% Reduced -254 -254
77 LIBERTY WEALTH MANAGEMENT LLC 0.10% of their portfolio OAKLAND, CA 11,52411.5k $771.2k $771.2k 0.10% Added +1.3k +1,313
78 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 11,49111.5k $769.0k $769.0k 0.00% Added +145 +145
79 Welch Group, LLC 0.03% of their portfolio BIRMINGHAM, AL 11,46711.5k $767.4k $767.4k 0.03% New
80 Essex LLC 0.13% of their portfolio DEER PARK, IL 11,37811.4k $761.4k $761.4k 0.13% Reduced -300 -300
81 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 11,37511.4k $761.2k $761.2k 0.01% Added +612 +612
82 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11,34811.3k $759.5k $759.5k 0.00% Added +182 +182
83 Lakeshore Capital Group, Inc. 0.60% of their portfolio Rolling Meadows, IL 11,21911.2k $750.8k $750.8k 0.60% Reduced -14 -14
84 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 11,01511.0k $737.1k $737.1k 0.00% Added +2.4k +2,362
85 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 10,74410.7k $719.0k $719.0k 0.00% Reduced -13.2k -13,232
86 Commonwealth Retirement Investments LLC 0.23% of their portfolio RICHMOND, VA 10,62510.6k $711.0k $711.0k 0.23% New
87 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 10,51310.5k $703.6k $703.6k 0.00% Reduced -7.5k -7,506
88 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,40910.4k $685.6k $685.6k 0.00% Added +99 +99
89 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 10,13810.1k $678.4k $678.4k 0.01% Added +6.4k +6,389
90 New Insight Wealth Advisors 0.24% of their portfolio SAN RAMON, CA 10,04010.0k $671.9k $671.9k 0.24% Reduced -457 -457
91 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 9,99510.0k $668.9k $668.9k 0.01% Added +964 +964
92 HighPoint Advisor Group LLC 0.01% of their portfolio DOWNERS GROVE, IL 9,96010.0k $666.6k $666.6k 0.01% New
93 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 9,8749.9k $660.8k $660.8k 0.04% Added +911 +911
94 COMERICA BANK 0.00% of their portfolio DALLAS, TX 9,5539.6k $639.3k $639.3k 0.00% Added +347 +347
95 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 9,5459.5k $638.8k $638.8k 0.01% Reduced -3.8k -3,811
96 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 9,3579.4k $626.2k $626.2k 0.01% Added +395 +395
97 Stone Wealth Partners 0.54% of their portfolio JEFFERSON, LA 9,0809.1k $607.6k $607.6k 0.54% First filing
98 PARTNERS WEALTH MANAGEMENT, LLC 0.59% of their portfolio CARMEL BY THE SEA, CA 8,4578.5k $565.9k $565.9k 0.59% Added +150 +150
99 Jaffetilchin Investment Partners, LLC 0.03% of their portfolio TAMPA, FL 8,3668.4k $559.9k $559.9k 0.03% Added +82 +82
100 Targeted Financial Services LLC 0.48% of their portfolio SEMINOLE, FL 8,2758.3k $553.8k $553.8k 0.48% First filing