Vault-13

ISHARES TR IYK

US CONSM STAPLES · ETP · CUSIP 464287812

292 institutional holders +23 vs Q4 2025
14,678,17214.7m shares reported held*
$1.0bnreported value*
42 new 77 added 100 reduced 16 sold out net bought ≈ $398.1m (+5.7m 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 ($966.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $70.10.

Trends to Q1 2026

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: 269Q1 26: 292292Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026292

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 79 bought or addedQ2 24: 113 cut or sold outQ3 24: 89 bought or addedQ3 24: 99 cut or sold outQ3 24Q4 24: 113 bought or addedQ4 24: 76 cut or sold outQ1 25: 117 bought or addedQ1 25: 108 cut or sold outQ1 25Q2 25: 127 bought or addedQ2 25: 88 cut or sold outQ3 25: 104 bought or addedQ3 25: 115 cut or sold outQ3 25Q4 25: 120 bought or addedQ4 25: 110 cut or sold outQ1 26: 119 bought or addedQ1 26: 116 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202479113
Q3 20248999
Q4 202411376
Q1 2025117108
Q2 202512788
Q3 2025104115
Q4 2025120110
Q1 2026119116

Biggest buyers

Dynasty Wealth Management, LLC New +2,128,826+2.1m
JPMORGAN CHASE & CO Added +1,087,968+1.1m
OpenArc Corporate Advisory, LLC New +989,925+989.9k
SAGESPRING WEALTH PARTNERS, LLC New +900,649+900.6k
AMERIPRISE FINANCIAL INC Added +422,918+422.9k
BNP PARIBAS FINANCIAL MARKETS Added +301,511+301.5k
Key Client Fiduciary Advisors, LLC Added +122,182+122.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +99,307+99.3k
UNIQUE WEALTH, LLC New +92,857+92.9k
Centerline Wealth Advisors, LLC New +63,962+64.0k

Biggest sellers

CITADEL ADVISORS LLC Reduced -247,241-247.2k
Cambridge Investment Research Advisors, Inc. Reduced -127,883-127.9k
UBS Group AG Reduced -97,409-97.4k
LPL Financial LLC Reduced -85,967-86.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -64,678-64.7k
Zurich Insurance Group Ltd/FI Reduced -42,650-42.6k
RAYMOND JAMES FINANCIAL INC Reduced -37,726-37.7k
Leo Wealth, LLC Sold out -32,014-32.0k
PGIM Custom Harvest LLC Reduced -28,848-28.8k
GOLDMAN SACHS GROUP INC Reduced -27,131-27.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Dynasty Wealth Management, LLC 1.30% of their portfolio ST. PETERSBURG, FL 2,128,8262.1m $149.1m $149.1m 1.30% New
2 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,133,4391.1m $79.3m $79.3m 0.01% Added +1.1m +1,087,968
3 OpenArc Corporate Advisory, LLC 0.99% of their portfolio ATLANTA, GA 989,925989.9k $69.3m $69.3m 0.99% New
4 SAGESPRING WEALTH PARTNERS, LLC 1.15% of their portfolio FRANKLIN, TN 900,649900.6k $63.1m $63.1m 1.15% New
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 859,426859.4k $60.2m $60.2m 0.02% Reduced -86.0k -85,967
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 688,325688.3k $48.2m $48.2m 0.00% Added +18.5k +18,463
7 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 585,015585.0k $41.0m $41.0m 0.01% Added +422.9k +422,918
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 578,075578.1k $40.5m $40.5m 0.00% Reduced -19.4k -19,358
9 Steward Partners Investment Advisory, LLC 0.20% of their portfolio STAMFORD, CT 555,676555.7k $38.9m $38.9m 0.20% Added +17.6k +17,556
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 466,767466.8k $32.7m $32.7m 0.02% Reduced -64.7k -64,678
11 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 401,015401.0k $28.1m $28.1m 0.02% Added +301.5k +301,511
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 376,047376.0k $26.3m $26.3m 0.00% Reduced -97.4k -97,409
13 PGIM Custom Harvest LLC 0.35% of their portfolio NEWARK, NJ 319,027319.0k $22.3m $22.3m 0.35% Reduced -28.8k -28,848
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 312,442312.4k $21.9m $21.9m 0.00% Added +36.0k +35,963
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 256,761256.8k $18.0m $18.0m 0.00% Reduced -27.1k -27,131
16 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 256,275256.3k $17.9m $17.9m 0.01% Reduced -37.7k -37,726
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 254,512254.5k $17.8m $17.8m 0.00% Added +30.6k +30,626
18 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 214,107214.1k $15.0m $15.0m 0.02% Added +2.9k +2,935
19 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 181,492181.5k $12.7m $12.7m 0.02% Reduced -6.7k -6,704
20 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 175,227175.2k $12.3m $12.3m 0.03% Reduced -127.9k -127,883
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 141,381141.4k $9.9m $9.9m 0.01% Added +99.3k +99,307
22 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 131,950131.9k $9.2m $9.2m 0.02% Added +5.3k +5,281
23 Key Client Fiduciary Advisors, LLC 3.04% of their portfolio Fairfield, NJ 126,520126.5k $8.9m $8.9m 3.04% Added +122.2k +122,182
24 MGO ONE SEVEN LLC 0.15% of their portfolio Beachwood, OH 103,893103.9k $7.3m $7.3m 0.15% Added +6.5k +6,464
25 WealthSpring Partners, LLC 6.34% of their portfolio LONG BEACH, CA 98,65798.7k $6.9m $6.9m 6.34% Added +1.5k +1,453
26 UNIQUE WEALTH, LLC 0.90% of their portfolio TAMPA, FL 92,85792.9k $6.5m $6.5m 0.90% New
27 Zurich Insurance Group Ltd/FI 0.04% of their portfolio ZURICH, V8 68,45068.5k $4.8m $4.8m 0.04% Reduced -42.6k -42,650
28 Centerline Wealth Advisors, LLC 1.61% of their portfolio LOUISVILLE, KY 63,96264.0k $4.5m $4.5m 1.61% New
29 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 61,26361.3k $4.3m $4.3m 0.00% Added +7.0k +6,972
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 54,25154.3k $3.8m $3.8m 0.00% Reduced -2.4k -2,416
31 Aspen Wealth Strategies, LLC 1.86% of their portfolio ARVADA, CO 49,43849.4k $3.5m $3.5m 1.86% Added +1.0k +1,010
32 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 46,55046.5k $3.3m $3.3m 0.01% Added +1.3k +1,267
33 Storen Legacy Partners, LLC 0.96% of their portfolio ZIONSVILLE, IN 43,60043.6k $3.1m $3.1m 0.96% New
34 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 42,20842.2k $3.0m $3.0m 0.01% Reduced -2.1k -2,108
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 39,39239.4k $2.8m $2.8m 0.00% Reduced -7.2k -7,171
36 LITTLEJOHN FINANCIAL SERVICES, INC. 2.07% of their portfolio ROSEBURG, OR 39,26139.3k $2.7m $2.7m 2.07% Reduced -1.3k -1,340
37 First Citizens Financial Corp 1.27% of their portfolio MASON CITY, IA 38,41238.4k $2.7m $2.7m 1.27% Reduced -254 -254
38 Conservest Capital Advisors, Inc. 0.24% of their portfolio WYNNEWOOD, PA 37,24937.2k $2.6m $2.6m 0.24% Reduced -7.3k -7,278
39 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 35,79935.8k $2.5m $2.5m 0.00% Reduced -25.6k -25,592
40 MONEY CONCEPTS CAPITAL CORP 0.14% of their portfolio PALM BEACH GARDENS, FL 35,21235.2k $2.5m $2.5m 0.14% Added +357 +357
41 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 31,53631.5k $2.2m $2.2m 0.03% Reduced -12.1k -12,086
42 Tower Research Capital LLC (TRC) 0.06% of their portfolio NEW YORK, NY 30,90330.9k $2.2m $2.2m 0.06% Added +23.7k +23,668
43 WealthCare Investment Partners, LLC 0.60% of their portfolio PORTSMOUTH, RI 30,80330.8k $2.2m $2.2m 0.60% Reduced -3.1k -3,116
44 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 30,76630.8k $2.2m $2.2m 0.00% Added +25.3k +25,324
45 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 30,28030.3k $2.1m $2.1m 0.01% Added +5.5k +5,548
46 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 29,38229.4k $2.1m $2.1m 0.01% Added +21.1k +21,146
47 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 29,32129.3k $2.1m $2.1m 0.01% Added +2.0k +1,974
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 28,41228.4k $2.0m $2.0m 0.00% New
49 Consolidated Investment Group LLC 0.21% of their portfolio ENGLEWOOD, CO 27,90027.9k $2.0m $2.0m 0.21% New
50 XTX Topco Ltd 0.03% of their portfolio LONDON, X0 26,60726.6k $1.9m $1.9m 0.03% New
51 Matthew Goff Investment Advisor, LLC 0.30% of their portfolio HOUSTON, TX 26,01226.0k $1.8m $1.8m 0.30% New
52 SFI Advisors, LLC 1.79% of their portfolio Montclair, NJ 24,39624.4k $1.7m $1.7m 1.79% Reduced -21.3k -21,336
53 PENOBSCOT WEALTH MANAGEMENT 0.49% of their portfolio PORTLAND, ME 23,58323.6k $1.7m $1.7m 0.49% Reduced -15.0k -14,976
54 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 23,30023.3k $1.6m $1.6m 0.00% New
55 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 22,85822.9k $1.6m $1.6m 0.00% Added +3.3k +3,279
56 Wall Street Financial Group, Inc. 0.92% of their portfolio CARLINVILLE, IL 22,07422.1k $1.5m $1.5m 0.92% Added +1.3k +1,302
57 B. Riley Wealth Advisors, Inc. 0.10% of their portfolio MEMPHIS, TN 21,72821.7k $1.5m $1.5m 0.10% Added +6 +6
58 S&A Financial Services, Inc. 1.00% of their portfolio Overland Park, KS 20,88320.9k $1.5m $1.5m 1.00% First filing
59 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,61320.6k $1.4m $1.4m 0.00% Reduced -247.2k -247,241
60 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 20,48120.5k $1.4m $1.4m 0.00% Reduced -6.5k -6,541
61 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 20,08420.1k $1.4m $1.4m 0.03% Reduced -363 -363
62 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 19,00519.0k $1.3m $1.3m 0.00% Reduced -1.1k -1,078
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 18,91818.9k $1.3m $1.3m 0.00% Added +8.5k +8,509
64 Envision Financial Transparency, LLC 1.27% of their portfolio GREENSBORO, NC 18,64118.6k $1.3m $1.3m 1.27% First filing
65 Waterloo Capital, L.P. 0.09% of their portfolio AUSTIN, TX 18,62218.6k $1.3m $1.3m 0.09% Added +87 +87
66 Comprehensive Wealth Management, LLC 0.65% of their portfolio LYNNWOOD, WA 18,34918.3k $1.3m $1.3m 0.65% Added +170 +170
67 Smartleaf Asset Management LLC 0.05% of their portfolio BOSTON, MA 18,16818.2k $1.3m $1.3m 0.05% Added +18.1k +18,129
68 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,68317.7k $1.2m $1.2m 0.00% Added +514 +514
69 NTV Asset Management LLC 0.14% of their portfolio Charleston, WV 17,59717.6k $1.2m $1.2m 0.14% New
70 Sovran Advisors, LLC 0.10% of their portfolio SAN DIEGO, CA 17,18117.2k $1.2m $1.2m 0.10% Reduced -318 -318
71 Cyndeo Wealth Partners, LLC 0.06% of their portfolio ST. PETERSBURG, FL 16,40416.4k $1.1m $1.1m 0.06% New
72 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 16,11616.1k $1.1m $1.1m 0.01% Reduced -689 -689
73 AssuredPartners Investment Advisors, LLC 0.12% of their portfolio Tampa, FL 15,89815.9k $1.1m $1.1m 0.12% Reduced -14.4k -14,407
74 Stonebridge Financial Planning Group, LLC 0.41% of their portfolio ORLANDO, FL 15,85915.9k $1.1m $1.1m 0.41% Reduced -245 -245
75 LIBERTY WEALTH MANAGEMENT LLC 0.14% of their portfolio OAKLAND, CA 15,76615.8k $1.1m $1.1m 0.14% Added +4.2k +4,242
76 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,53115.5k $1.1m $1.1m 0.00% Added +3.2k +3,244
77 Hilltop Holdings Inc. 0.10% of their portfolio DALLAS, TX 15,45515.5k $1.1m $1.1m 0.10% New
78 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 15,20715.2k $1.1m $1.1m 0.03% Reduced -744 -744
79 FMR LLC 0.00% of their portfolio BOSTON, MA 14,47714.5k $1.0m $1.0m 0.00% Added +1.8k +1,828
80 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 14,44514.4k $1.0m $1.0m 0.01% Added +258 +258
81 Adams Wealth Management 0.21% of their portfolio LOGAN, UT 13,79513.8k $966.1k $966.1k 0.21% Reduced -2.5k -2,484
82 CacheTech Inc. 0.19% of their portfolio LOGAN, UT 13,79513.8k $966.1k $966.1k 0.19% Reduced -2.5k -2,484
83 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 13,73713.7k $926.5k $926.5k 0.00% Reduced -13.3k -13,333
84 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 13,65913.7k $956.5k $956.5k 0.00% Added +244 +244
85 Counterweight Ventures, LLC 0.53% of their portfolio WILMINGTON, NC 13,47813.5k $943.9k $943.9k 0.53% New
86 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 12,98813.0k $909.5k $909.5k 0.00% New
87 Asset One Wealth Management LLC 0.10% of their portfolio BELLEVUE, WA 12,73412.7k $879.0k $879.0k 0.10% Added +625 +625
88 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 12,71712.7k $890.6k $890.6k 0.00% Unchanged
89 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 12,51912.5k $877.0k $877.0k 0.00% Unchanged
90 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 12,48712.5k $874.4k $874.4k 0.02% Reduced -1.1k -1,118
91 Stone Wealth Partners 0.78% of their portfolio JEFFERSON, LA 12,47612.5k $873.7k $873.7k 0.78% Added +3.4k +3,396
92 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 12,24612.2k $857.6k $857.6k 0.01% Added +2.7k +2,701
93 Signal Advisors Wealth, LLC 0.06% of their portfolio DETROIT, MI 12,11612.1k $848.5k $848.5k 0.06% Added +3.9k +3,882
94 CWM, LLC 0.00% of their portfolio OMAHA, NE 11,79011.8k $825.6k $825.6k 0.00% Reduced -183 -183
95 Virtue Capital Management, LLC 0.12% of their portfolio BRENTWOOD, TN 11,71711.7k $819.7k $819.7k 0.12% Reduced -706 -706
96 GTS SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 11,57211.6k $810.4k $810.4k 0.03% New
97 Simmons Bank 0.05% of their portfolio Pine Bluff, AR 11,52411.5k $807.0k $807.0k 0.05% Reduced -541 -541
98 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 11,49111.5k $804.7k $804.7k 0.00% Unchanged
99 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11,48011.5k $804.0k $804.0k 0.00% Added +132 +132
100 Essex LLC 0.14% of their portfolio DEER PARK, IL 11,33711.3k $793.9k $793.9k 0.14% Reduced -41 -41