IYK · iShares U.S. Consumer Staples ETF ETF

$74.47 -0.66 (-0.88%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 3

Total Value: $2,761,442

Total Shares: 38,005

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 3 13F filers · Δ vs Dec 31, 2025

Top Holder

67.9%

−32.1 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

5,574

Highly concentrated−4,426

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +2

Institutional value: +293.0%

Shares held: +262.0%

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Mega CITADEL ADVISORS LLC	25,805	$1,874,991
Large Corient Private Wealth LLC	11,794	$856,952
Mid Parkside Financial Bank & Trust	406	$29,499

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)	Open
Small BOSTON RESEARCH & MANAGEMENT INC	10,500	$702,660

Filter: New 3 Increased 0 Reduced 0 Sold out 1 Unchanged 0

Showing 3 of 3

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

CITADEL ADVISORS LLC IYK

$1,874,991

67.90%

25,805

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	25,805	$1,874,991	100.0%	Defined

Corient Private Wealth LLC IYK

$856,952

31.03%

11,794

Parkside Financial Bank & Trust IYK

$29,499

1.07%

406