Vault-13

ISHARES TR IYK

US CONSM STAPLES · ETP · CUSIP 464287812

286 institutional holders -6 vs Q1 2026
12,882,87812.9m shares reported held*
$937.6mreported value*
19 new 89 added 103 reduced 23 sold out net sold ≈ $130.5m (-1.8m 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 ($709.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $72.78.

Trends to Q2 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: 292Q2 26: 286286Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026286

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 119 bought or addedQ1 26: 116 cut or sold outQ2 26: 108 bought or addedQ2 26: 126 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20248999
Q4 202411376
Q1 2025117108
Q2 202512788
Q3 2025104115
Q4 2025120110
Q1 2026119116
Q2 2026108126

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +174,365+174.4k
STIFEL FINANCIAL CORP Added +95,989+96.0k
PRINCIPAL SECURITIES, INC. Added +35,047+35.0k
Zurich Insurance Group Ltd/FI Added +34,200+34.2k
ENVESTNET ASSET MANAGEMENT INC Added +24,941+24.9k
OSAIC HOLDINGS, INC. Added +24,320+24.3k
MGO ONE SEVEN LLC Added +14,431+14.4k
AssuredPartners Investment Advisors, LLC Added +14,282+14.3k
CAPTRUST FINANCIAL ADVISORS Added +10,607+10.6k
CIBC WORLD MARKET INC. Added +9,662+9.7k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -398,189-398.2k
Dynasty Wealth Management, LLC Reduced -388,343-388.3k
Steward Partners Investment Advisory, LLC Reduced -341,393-341.4k
OpenArc Corporate Advisory, LLC Reduced -232,758-232.8k
BNP PARIBAS FINANCIAL MARKETS Reduced -149,655-149.7k
JPMORGAN CHASE & CO Reduced -143,709-143.7k
SAGESPRING WEALTH PARTNERS, LLC Reduced -121,443-121.4k
ROYAL BANK OF CANADA Reduced -41,755-41.8k
GOLDMAN SACHS GROUP INC Reduced -40,363-40.4k
LPL Financial LLC Reduced -40,159-40.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Dynasty Wealth Management, LLC 0.94% of their portfolio ST. PETERSBURG, FL 1,740,4831.7m $126.5m $126.5m 0.94% Reduced -388.3k -388,343
2 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 989,730989.7k $72.8m $72.8m 0.00% Reduced -143.7k -143,709
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 819,267819.3k $59.5m $59.5m 0.01% Reduced -40.2k -40,159
4 SAGESPRING WEALTH PARTNERS, LLC 0.87% of their portfolio FRANKLIN, TN 779,206779.2k $56.6m $56.6m 0.87% Reduced -121.4k -121,443
5 OpenArc Corporate Advisory, LLC 0.65% of their portfolio ATLANTA, GA 757,167757.2k $55.0m $55.0m 0.65% Reduced -232.8k -232,758
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 684,765684.8k $49.8m $49.8m 0.00% Reduced -3.6k -3,560
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 559,882559.9k $40.7m $40.7m 0.00% Reduced -18.2k -18,193
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 472,865472.9k $34.4m $34.4m 0.02% Added +6.1k +6,098
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 365,210365.2k $26.5m $26.5m 0.00% Reduced -10.8k -10,837
10 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 349,592349.6k $25.4m $25.4m 0.03% Added +174.4k +174,365
11 PGIM Custom Harvest LLC 0.28% of their portfolio NEWARK, NJ 308,545308.5k $22.4m $22.4m 0.28% Reduced -10.5k -10,482
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 270,687270.7k $19.7m $19.7m 0.00% Reduced -41.8k -41,755
13 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 251,360251.4k $18.3m $18.3m 0.01% Reduced -149.7k -149,655
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 242,439242.4k $17.6m $17.6m 0.00% Reduced -12.1k -12,073
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 217,097217.1k $15.8m $15.8m 0.00% Reduced -39.2k -39,178
16 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 216,398216.4k $15.7m $15.7m 0.00% Reduced -40.4k -40,363
17 Steward Partners Investment Advisory, LLC 0.08% of their portfolio STAMFORD, CT 214,283214.3k $15.6m $15.6m 0.08% Reduced -341.4k -341,393
18 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 211,879211.9k $15.4m $15.4m 0.01% Reduced -2.2k -2,228
19 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 205,812205.8k $15.0m $15.0m 0.02% Added +24.3k +24,320
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 186,826186.8k $13.6m $13.6m 0.00% Reduced -398.2k -398,189
21 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 141,612141.6k $10.3m $10.3m 0.02% Added +9.7k +9,662
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 136,573136.6k $9.9m $9.9m 0.01% Reduced -4.8k -4,808
23 MGO ONE SEVEN LLC 0.14% of their portfolio Beachwood, OH 118,324118.3k $8.6m $8.6m 0.14% Added +14.4k +14,431
24 Key Client Fiduciary Advisors, LLC 2.48% of their portfolio Fairfield, NJ 117,020117.0k $8.5m $8.5m 2.48% Reduced -9.5k -9,500
25 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 113,672113.7k $8.3m $8.3m 0.01% Added +96.0k +95,989
26 Zurich Insurance Group Ltd/FI 0.05% of their portfolio ZURICH, V8 102,650102.7k $7.5m $7.5m 0.05% Added +34.2k +34,200
27 WealthSpring Partners, LLC 6.27% of their portfolio LONG BEACH, CA 100,371100.4k $7.3m $7.3m 6.27% Added +1.7k +1,714
28 UNIQUE WEALTH, LLC 0.80% of their portfolio TAMPA, FL 94,30694.3k $6.9m $6.9m 0.80% Added +1.4k +1,449
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 79,19279.2k $5.8m $5.8m 0.00% Added +24.9k +24,941
30 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 66,58366.6k $4.8m $4.8m 0.06% Added +35.0k +35,047
31 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 65,41665.4k $4.8m $4.8m 0.00% Added +4.2k +4,153
32 Aspen Wealth Strategies, LLC 1.76% of their portfolio ARVADA, CO 50,01450.0k $3.6m $3.6m 1.76% Added +576 +576
33 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 45,52445.5k $3.3m $3.3m 0.01% Added +3.3k +3,316
34 Centerline Wealth Advisors, LLC 1.03% of their portfolio LOUISVILLE, KY 45,38045.4k $3.3m $3.3m 1.03% Reduced -18.6k -18,582
35 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 40,16840.2k $2.9m $2.9m 0.01% Reduced -6.4k -6,382
36 First Citizens Financial Corp 1.16% of their portfolio MASON CITY, IA 38,15438.2k $2.8m $2.8m 1.16% Reduced -258 -258
37 Conservest Capital Advisors, Inc. 0.21% of their portfolio WYNNEWOOD, PA 36,53036.5k $2.7m $2.7m 0.21% Reduced -719 -719
38 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 35,94335.9k $2.6m $2.6m 0.01% Added +5.7k +5,663
39 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 34,89734.9k $2.5m $2.5m 0.00% Reduced -902 -902
40 MONEY CONCEPTS CAPITAL CORP 0.12% of their portfolio PALM BEACH GARDENS, FL 34,82934.8k $2.5m $2.5m 0.12% Reduced -383 -383
41 Storen Legacy Partners, LLC 0.67% of their portfolio ZIONSVILLE, IN 33,83333.8k $2.5m $2.5m 0.67% Reduced -9.8k -9,767
42 XTX Topco Ltd 0.03% of their portfolio LONDON, X0 33,19333.2k $2.4m $2.4m 0.03% Added +6.6k +6,586
43 AssuredPartners Investment Advisors, LLC 0.21% of their portfolio Tampa, FL 30,18030.2k $2.2m $2.2m 0.21% Added +14.3k +14,282
44 Consolidated Investment Group LLC 0.18% of their portfolio ENGLEWOOD, CO 27,90027.9k $2.0m $2.0m 0.18% Unchanged
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,16327.2k $2.0m $2.0m 0.00% Reduced -12.2k -12,229
46 WealthCare Investment Partners, LLC 0.47% of their portfolio PORTSMOUTH, RI 26,36126.4k $1.9m $1.9m 0.47% Reduced -4.4k -4,442
47 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 26,27726.3k $1.9m $1.9m 0.00% Added +7.3k +7,272
48 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,80525.8k $1.9m $1.9m 0.00% Added +5.2k +5,192
49 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 25,33925.3k $1.8m $1.8m 0.01% Reduced -4.0k -3,982
50 Matthew Goff Investment Advisor, LLC 0.31% of their portfolio HOUSTON, TX 25,06025.1k $1.8m $1.8m 0.31% Reduced -952 -952
51 PENOBSCOT WEALTH MANAGEMENT 0.47% of their portfolio PORTLAND, ME 24,15324.2k $1.8m $1.8m 0.47% Added +570 +570
52 SFI Advisors, LLC 1.49% of their portfolio Montclair, NJ 23,83423.8k $1.7m $1.7m 1.49% Reduced -562 -562
53 Wall Street Financial Group, Inc. 0.90% of their portfolio CARLINVILLE, IL 23,12423.1k $1.7m $1.7m 0.90% Added +1.1k +1,050
54 R2 Capital Strategies, LLC 0.74% of their portfolio LINCOLN, NE 22,42722.4k $1.6m $1.6m 0.74% First filing
55 B. Riley Wealth Advisors, Inc. 0.09% of their portfolio MEMPHIS, TN 22,38622.4k $1.6m $1.6m 0.09% Added +658 +658
56 Hilltop Holdings Inc. 0.12% of their portfolio DALLAS, TX 21,14221.1k $1.5m $1.5m 0.12% Added +5.7k +5,687
57 S&A Financial Services, Inc. 0.89% of their portfolio Overland Park, KS 20,17320.2k $1.5m $1.5m 0.89% Reduced -710 -710
58 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 19,43419.4k $1.4m $1.4m 0.00% Reduced -1.0k -1,047
59 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 19,33419.3k $1.4m $1.4m 0.00% Added +10.6k +10,607
60 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 19,15919.2k $1.4m $1.4m 0.03% Reduced -925 -925
61 Comprehensive Wealth Management, LLC 0.63% of their portfolio LYNNWOOD, WA 19,07119.1k $1.4m $1.4m 0.63% Added +722 +722
62 Waterloo Capital, L.P. 0.08% of their portfolio AUSTIN, TX 18,72718.7k $1.4m $1.4m 0.08% Added +105 +105
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 18,46318.5k $1.4m $1.4m 0.00% Reduced -455 -455
64 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,18518.2k $1.3m $1.3m 0.00% Added +2.7k +2,654
65 Smartleaf Asset Management LLC 0.04% of their portfolio BOSTON, MA 18,16818.2k $1.3m $1.3m 0.04% Unchanged
66 Sovran Advisors, LLC 0.10% of their portfolio SAN DIEGO, CA 17,51117.5k $1.3m $1.3m 0.10% Added +330 +330
67 Signal Advisors Wealth, LLC 0.06% of their portfolio DETROIT, MI 16,89516.9k $1.2m $1.2m 0.06% Added +4.8k +4,779
68 LIBERTY WEALTH MANAGEMENT LLC 0.14% of their portfolio OAKLAND, CA 15,76615.8k $1.1m $1.1m 0.14% Unchanged
69 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 15,23415.2k $1.1m $1.1m 0.01% Added +5.1k +5,142
70 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 14,71914.7k $1.1m $1.1m 0.01% Reduced -1.4k -1,397
71 Stonebridge Financial Planning Group, LLC 0.34% of their portfolio ORLANDO, FL 14,70914.7k $1.1m $1.1m 0.34% Reduced -1.1k -1,150
72 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 14,32014.3k $1.0m $1.0m 0.02% Reduced -887 -887
73 FMR LLC 0.00% of their portfolio BOSTON, MA 14,26814.3k $1.0m $1.0m 0.00% Reduced -209 -209
74 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 14,10314.1k $1.0m $1.0m 0.01% Reduced -342 -342
75 Cyndeo Wealth Partners, LLC 0.05% of their portfolio ST. PETERSBURG, FL 13,72813.7k $997.5k $997.5k 0.05% Reduced -2.7k -2,676
76 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 13,70713.7k $996.0k $996.0k 0.00% Added +990 +990
77 Counterweight Ventures, LLC 0.48% of their portfolio WILMINGTON, NC 13,31313.3k $967.3k $967.3k 0.48% Reduced -165 -165
78 Asset One Wealth Management LLC 0.10% of their portfolio BELLEVUE, WA 13,26713.3k $970.0k $970.0k 0.10% Added +533 +533
79 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 13,21813.2k $960.4k $960.4k 0.00% Added +230 +230
80 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 13,14313.1k $955.0k $955.0k 0.02% Added +656 +656
81 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 12,87012.9k $935.2k $935.2k 0.00% Reduced -789 -789
82 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 12,56812.6k $913.2k $913.2k 0.00% Added +5.2k +5,154
83 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 12,51912.5k $910.0k $910.0k 0.00% Unchanged
84 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 12,29812.3k $893.6k $893.6k 0.00% Reduced -18.5k -18,468
85 NTV Asset Management LLC 0.09% of their portfolio Charleston, WV 11,97512.0k $870.1k $870.1k 0.09% Reduced -5.6k -5,622
86 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 11,81711.8k $858.7k $858.7k 0.01% Added +723 +723
87 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 11,79411.8k $857.0k $857.0k 0.00% Reduced -1.9k -1,943
88 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11,57911.6k $841.3k $841.3k 0.00% Added +99 +99
89 Simmons Bank 0.05% of their portfolio Pine Bluff, AR 11,45711.5k $832.5k $832.5k 0.05% Reduced -67 -67
90 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 11,42411.4k $830.1k $830.1k 0.01% Reduced -822 -822
91 Stone Wealth Partners 0.60% of their portfolio JEFFERSON, LA 11,24811.2k $817.3k $817.3k 0.60% Reduced -1.2k -1,228
92 Lakeshore Capital Group, Inc. 0.60% of their portfolio Rolling Meadows, IL 11,11211.1k $807.4k $807.4k 0.60% Reduced -2 -2
93 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 10,77010.8k $782.6k $782.6k 0.00% Reduced -40 -40
94 Stillwater Capital Advisors, LLC 0.08% of their portfolio DEVON, PA 10,60710.6k $770.7k $770.7k 0.08% Reduced -13 -13
95 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 10,56110.6k $767.4k $767.4k 0.00% Reduced -930 -930
96 Essex LLC 0.12% of their portfolio DEER PARK, IL 10,48410.5k $761.8k $761.8k 0.12% Reduced -853 -853
97 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 10,31910.3k $749.7k $749.7k 0.00% Added +631 +631
98 Adams Wealth Management 0.14% of their portfolio LOGAN, UT 9,7599.8k $709.1k $709.1k 0.14% Reduced -4.0k -4,036
99 CacheTech Inc. 0.11% of their portfolio LOGAN, UT 9,7599.8k $709.1k $709.1k 0.11% Reduced -4.0k -4,036
100 MONECO ADVISORS, LLC 0.04% of their portfolio FAIRFIELD, CT 9,7569.8k $708.9k $708.9k 0.04% Reduced -213 -213