# ISHARES TR (IYK)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IYK/

- Reporting holders: 12
- Reported value: $4.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $2.7M | 38,008 | 1.1% | 27 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $416.2K | 5,885 | 0.0% | 32 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $343.1K | 4,851 | 0.0% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $321.3K | 4,542 | 0.0% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $198.2K | 2,802 | 0.0% | 14 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $108.2K | 1,530 | 0.0% | 23 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $51.8K | 732 | 0.0% | 13 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $28.9K | 408 | 0.0% | 18 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $13.0K | 184 | 0.0% | 6 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $8.5K | 120 | 0.0% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.9K | 27 | 0.0% | 5 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $46 | 1 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $31 | 444 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $4.2M |
| Q2 2026 | 290 | $949.4M |
| Q1 2026 | 291 | $1.1B |
| Q4 2025 | 270 | $601.5M |
| Q3 2025 | 256 | $719.7M |
| Q2 2025 | 257 | $786.0M |
| Q1 2025 | 257 | $833.6M |
| Q4 2024 | 251 | $629.1M |
| Q3 2024 | 235 | $1.1B |
| Q2 2024 | 236 | $582.7M |
| Q1 2024 | 229 | $799.8M |
| Q4 2023 | 243 | $743.1M |