Who Owns ISHARES TR (IYK)? -- Institutional Holders (2026-06-30)
308 institutions reported holding $925.9M of ISHARES TR (IYK) in SEC 13F filings for 2026-06-30. Largest institutional holders: Dynasty Wealth Management, LLC ($126.5M), JPMORGAN CHASE & CO ($72.8M), LPL Financial LLC ($59.5M), SAGESPRING WEALTH PARTNERS, LLC ($56.6M), OpenArc Corporate Advisory, LLC ($55.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Dynasty Wealth Management, LLC | $126.5M | 1.7M | Trimmed |
| 2 | JPMORGAN CHASE & CO | $72.8M | 989,730 | Trimmed |
| 3 | LPL Financial LLC | $59.5M | 819,267 | Trimmed |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | $56.6M | 779,206 | Trimmed |
| 5 | OpenArc Corporate Advisory, LLC | $55.0M | 757,167 | Trimmed |
| 6 | MORGAN STANLEY | $49.8M | 684,765 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $40.7M | 559,882 | Trimmed |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $34.4M | 472,865 | Added |
| 9 | UBS Group AG | $26.5M | 365,210 | Trimmed |
| 10 | PGIM Custom Harvest LLC | $22.4M | 308,545 | Trimmed |
| 11 | Royal Bank of Canada | $19.7M | 270,687 | Trimmed |
| 12 | BNP PARIBAS FINANCIAL MARKETS | $18.3M | 251,360 | Trimmed |
| 13 | WELLS FARGO & COMPANY/MN | $17.6M | 242,439 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $15.8M | 217,097 | Trimmed |
| 15 | GOLDMAN SACHS GROUP INC | $15.7M | 216,398 | Trimmed |
| 16 | Steward Partners Investment Advisory, LLC | $15.6M | 214,283 | Trimmed |
| 17 | Cetera Investment Advisers | $15.4M | 211,879 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $15.0M | 205,812 | Added |
| 19 | AMERIPRISE FINANCIAL INC | $13.6M | 186,826 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $12.7M | 174,796 | Trimmed |
| 21 | CIBC WORLD MARKET INC. | $10.3M | 141,612 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $9.9M | 136,573 | Trimmed |
| 23 | MGO ONE SEVEN LLC | $8.6M | 118,324 | Added |
| 24 | Key Client Fiduciary Advisors, LLC | $8.5M | 117,020 | Trimmed |
| 25 | STIFEL FINANCIAL CORP | $8.3M | 113,672 | Added |
Source: SEC Form 13F filings · as of 2026-06-30