ISHARES TR

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IYK·464287812·US·etf·Unknown - Unknown

US CONSM STAPLES

IYK (ISHARES TR) is held by 81 institutional investors as of Q1 2026. Largest holders: Dynasty Wealth Management, LLC ($149.1M), JPMORGAN CHASE & CO ($79.3M), LPL Financial LLC ($60.2M). Net institutional sentiment: Mixed.

81

Holders

Avg rating(15 Elite)

$725.6M

Total Value

55% (83)

Fund Consensus

41 buying - 33 selling

Smart Money Verdict

View all

63Mixed MomentumSingle Source

Institutional (13F)63

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how IYK's score breaks down across 4 SEC sources

Holder Quality

15

★★★★★

Elite

30

★★★★

Strong

27

★★★

Solid

10

★★

Below

1

★

Weak

Held by 81 funds

15 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (81)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Dynasty Wealth Management, LLC	New	2.1M	$149.1M	1.3%	-4.28%	69
JPMORGAN CHASE & CO	Increased	1.1M(+2392.7%)	$79.3M	0.0%	-3.77%	48
LPL Financial LLC	Decreased	859,426(-9.1%)	$60.2M	0.0%	+12.31%	0
MORGAN STANLEY	Increased	688,325(+2.8%)	$48.2M	0.0%	+13.16%	30
AMERIPRISE FINANCIAL INC	Increased	585,015(+260.9%)	$41M	0.0%	-0.77%	47
BANK OF AMERICA CORP /DE/	Decreased	578,075(-3.2%)	$40.5M	0.0%	+9.73%	0
Steward Partners Investment Advisory, LLC	Increased	555,676(+3.3%)	$38.9M	0.2%	+6.44%	36
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	466,767(-12.2%)	$32.7M	0.0%	+14.20%	0
BNP PARIBAS FINANCIAL MARKETS	Increased	401,015(+303.0%)	$28.1M	0.0%	-1.76%	46
UBS Group AG	Decreased	376,047(-20.6%)	$26.3M	0.0%	+20.57%	0
ROYAL BANK OF CANADA	Increased	312,442(+13.0%)	$21.9M	0.0%	+5.33%	32
GOLDMAN SACHS GROUP INC	Decreased	256,761(-9.6%)	$18M	0.0%	+11.84%	0
RAYMOND JAMES FINANCIAL INC	Decreased	256,275(-12.8%)	$17.9M	0.0%	+9.02%	0
WELLS FARGO & COMPANY/MN	Increased	254,512(+13.7%)	$17.8M	0.0%	+11.24%	32
Cetera Investment Advisers	Increased	214,107(+1.4%)	$15M	0.0%	+10.64%	28
OSAIC HOLDINGS, INC.	Decreased	181,492(-3.6%)	$12.7M	0.0%	+13.42%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	141,381(+236.0%)	$9.9M	0.0%	-1.16%	45
CIBC WORLD MARKET INC.	Increased	131,950(+4.2%)	$9.2M	0.0%	+26.72%	29
Zurich Insurance Group Ltd/FI	Decreased	68,450(-38.4%)	$4.8M	0.0%	+4.74%	0
JONES FINANCIAL COMPANIES LLLP	Increased	61,263(+12.8%)	$4.3M	0.0%	+5.08%	30

Showing 1-20 of 83

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer