ETF Holders

Who owns IYK?

Sector

iShares US Consumer Staples ETF · iShares

286 institutions reported holding IYK, worth $938.2M, in Form 13F filings for June 30, 2026.

13F holders
286
Institutional value
$938.2M
Change from prior quarter
-8.3%
−$84.8M, with price moves
New and sold-out firms
25 / 24
90 added, 101 trimmed

Top 10 institutional holders of IYK

FirmLocationValueSharesChange
Dynasty Wealth Management, LLCSt. Petersburg, FL$126.5M1,740,483−388,343 shares
JPMorgan Chase & CoNew York, NY$72.8M989,730−143,709 shares
LPL Financial LLCFort Mill, SC$59.5M819,267−40,159 shares
Sagespring Wealth Partners, LLCFranklin, TN$56.6M779,206−121,443 shares
OpenArc Corporate Advisory, LLCAtlanta, GA$55.0M757,167−232,758 shares
Morgan StanleyNew York, NY$49.8M684,765−3,560 shares
Bank of America Corp.Charlotte, NC$40.7M559,882−18,193 shares
Northwestern Mutual Wealth Management CoMilwaukee, WI$34.4M472,865+6,098 shares
UBS Group AGZurich, Switzerland$26.5M365,210−10,837 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$25.4M349,592+174,365 shares
276 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns IYK?

286 institutional managers reported holding IYK in Form 13F filings for June 30, 2026, worth $938.2M in total. The largest reported position was held by Dynasty Wealth Management, LLC, at $126.5M.

Did institutions buy or sell IYK last quarter?

Reported 13F value fell 8.3% from March 31, 2026, which includes price moves as well as buying and selling. 25 firms reported a new position and 24 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IYK ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.