iShares US Consumer StaplesIYKETF

13F holders, Q2 2026 (June 30)
288holders −3
19new positions
22sold out
2famous investors
$72.74avg. 13F price*

At the end of Q2 2026, 288 institutions reported holding iShares US Consumer Staples (IYK) in their 13F filings, down 3 from Q1 2026. 19 opened new positions and 22 sold out. The largest holders were Dynasty Wealth Management, LLC ($126.5M), JPMorgan Chase & Co. ($72.8M) and LPL Financial LLC ($59.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
iShares US Consumer Staples
CUSIP
464287812
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 228Q1 2024Q2 2024: 232Q2 2024Q3 2024: 233Q3 2024Q4 2024: 249Q4 2024Q1 2025: 256Q1 2025Q2 2025: 257Q2 2025Q3 2025: 255Q3 2025Q4 2025: 269Q4 2025Q1 2026: 291Q1 2026Q2 2026: 288Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions19$2.5M
Exits22$13.5M

All 13F filers, Q1 2026 → Q2 2026: 398,941 shares bought and 2,366,401 shares sold, net −1,967,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 288 holders

Dynasty Wealth Management, LLC 0.94% Reduce -18.2% 1,740,483 $126.5M
JPMorgan Chase & Co. 0.00% Reduce -12.7% 989,730 $72.8M
LPL Financial LLC 0.01% Reduce -4.7% 819,267 $59.5M
Sagespring Wealth Partners, LLC 0.87% Reduce -13.5% 779,206 $56.6M
OpenArc Corporate Advisory, LLC 0.65% Reduce -23.5% 757,167 $55.0M
Morgan Stanley 0.00% Reduce -0.5% 684,765 $49.8M
Bank of America Corp. 0.00% Reduce -3.1% 559,882 $40.7M
Northwestern Mutual Wealth Management Co. 0.02% Add +1.3% 472,865 $34.4M
UBS Group AG 0.00% Reduce -2.9% 365,210 $26.5M
PGIM Custom Harvest LLC 0.28% Reduce -3.3% 308,545 $22.4M
Royal Bank of Canada 0.00% Reduce -13.4% 270,687 $19.7M
BNP Paribas Financial Markets 0.01% Reduce -37.3% 251,360 $18.3M
Wells Fargo & Company 0.00% Reduce -4.7% 242,439 $17.6M
Raymond James Financial Inc. 0.00% Reduce -15.3% 217,097 $15.8M
Goldman Sachs Group Inc. 0.00% Reduce -15.7% 216,398 $15.7M
Steward Partners Investment Advisory, LLC 0.08% Reduce -61.4% 214,283 $15.6M
Cetera Investment Advisers 0.01% Reduce -1.0% 211,879 $15.4M
Osaic Holdings, Inc. 0.02% Add +13.4% 205,812 $15.0M
Ameriprise Financial Inc. 0.00% Reduce -68.1% 186,826 $13.6M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -0.3% 174,796 $12.7M
Cibc World Market Inc. 0.02% Add +7.3% 141,612 $10.3M
Commonwealth Equity Services, LLC 0.01% Reduce -3.4% 136,573 $9.9M
Mgo One Seven LLC 0.14% Add +13.9% 118,324 $8.6M
Key Client Fiduciary Advisors, LLC 2.48% Reduce -7.5% 117,020 $8.5M
Stifel Financial Corp. 0.01% Add +542.8% 113,672 $8.3M
Zurich Insurance Group Ltd 0.05% Add +50.0% 102,650 $7.5M
WealthSpring Partners, LLC 6.27% Add +1.7% 100,371 $7.3M
Unique Wealth, LLC 0.80% Add +1.6% 94,306 $6.9M
Envestnet Asset Management Inc. 0.00% Add +46.0% 79,192 $5.8M
Principal Securities, Inc. 0.06% Add +111.1% 66,583 $4.8M
Jones Financial Companies LLLP 0.00% Add +6.8% 65,416 $4.8M
Aspen Wealth Strategies, LLC 1.76% Add +1.2% 50,014 $3.6M
MML Investors Services, LLC 0.01% Add +7.9% 45,524 $3.3M
Centerline Wealth Advisors, LLC 1.03% Reduce -29.1% 45,380 $3.3M
NewEdge Advisors, LLC 0.01% Reduce -13.7% 40,168 $2.9M
First Citizens Financial Corp 1.16% Reduce -0.7% 38,154 $2.8M
Conservest Capital Advisors, Inc. 0.21% Reduce -1.9% 36,530 $2.7M
Sanctuary Advisors, LLC 0.01% Add +18.7% 35,943 $2.6M
Thrivent Financial for Lutherans 0.00% Reduce -2.5% 34,897 $2.5M
Money Concepts Capital Corp. 0.12% Reduce -1.1% 34,829 $2.5M
Storen Legacy Partners, LLC 0.67% Reduce -22.4% 33,833 $2.5M
XTX Topco Ltd 0.03% Add +24.8% 33,193 $2.4M
AssuredPartners Investment Advisors, LLC 0.21% Add +89.8% 30,180 $2.2M
Consolidated Investment Group LLC 0.18% No change 27,900 $2.0M
Susquehanna International Group, LLP 0.00% Reduce -31.0% 27,163 $2.0M
WealthCare Investment Partners, LLC 0.47% Reduce -14.4% 26,361 $1.9M
Focus Partners Wealth 0.00% Add +38.3% 26,277 $1.9M
Citadel Advisors 0.00% Add +25.2% 25,805 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -13.6% 25,339 $1.8M
Matthew Goff Investment Advisor, LLC 0.31% Reduce -3.7% 25,060 $1.8M
Penobscot Wealth Management 0.47% Add +2.4% 24,153 $1.8M
SFI Advisors, LLC 1.49% Reduce -2.3% 23,834 $1.7M
Wall Street Financial Group, Inc. 0.90% Add +4.8% 23,124 $1.7M
B. Riley Wealth Advisors, Inc. 0.09% Add +3.0% 22,386 $1.6M
R2 Capital Strategies, LLC 0.74% — 22,427 $1.6M
Hilltop Holdings Inc. 0.12% Add +36.8% 21,142 $1.5M
S&A Financial Services, Inc. 0.89% Reduce -3.4% 20,173 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -5.1% 19,434 $1.4M
Captrust Financial Advisors 0.00% Add +121.5% 19,334 $1.4M
Geneos Wealth Management Inc. 0.03% Reduce -4.6% 19,159 $1.4M
Comprehensive Wealth Management, LLC 0.63% Add +3.9% 19,071 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.4% 18,463 $1.4M
Waterloo Capital, L.P. 0.08% Add +0.6% 18,727 $1.4M
Sovran Advisors, LLC 0.10% Add +1.9% 17,511 $1.3M
Smartleaf Asset Management LLC 0.04% No change 18,168 $1.3M
Mariner, LLC 0.00% Add +17.1% 18,185 $1.3M
Signal Advisors Wealth, LLC 0.06% Add +39.4% 16,895 $1.2M
Concurrent Investment Advisors, LLC 0.01% Add +51.0% 15,234 $1.1M
Liberty Wealth Management LLC 0.14% No change 15,766 $1.1M
Equitable Holdings, Inc. 0.01% Reduce -8.7% 14,719 $1.1M
Stonebridge Financial Planning Group, LLC 0.34% Reduce -7.3% 14,709 $1.1M
IHT Wealth Management, LLC 0.02% Reduce -5.8% 14,320 $1.0M
FMR LLC 0.00% Reduce -1.4% 14,268 $1.0M
Merit Financial Group, LLC 0.01% Reduce -2.4% 14,103 $1.0M
Cyndeo Wealth Partners, LLC 0.05% Reduce -16.3% 13,728 $997K
Franklin Resources Inc. 0.00% Add +7.8% 13,707 $996K
Asset One Wealth Management LLC 0.10% Add +4.2% 13,267 $970K
Counterweight Ventures, LLC 0.48% Reduce -1.2% 13,313 $967K
Fifth Third Bancorp 0.00% Add +1.8% 13,218 $960K
Mutual Advisors, LLC 0.02% Add +5.3% 13,143 $955K
HighTower Advisors, LLC 0.00% Reduce -5.8% 12,870 $935K
MAI Capital Management 0.00% Add +69.5% 12,568 $913K
Bessemer Group Inc. 0.00% No change 12,519 $910K
D. E. Shaw & Co. 0.00% Reduce -60.0% 12,298 $894K
NTV Asset Management LLC 0.09% Reduce -31.9% 11,975 $870K
Arkadios Wealth Advisors 0.01% Add +6.5% 11,817 $859K
Corient Private Wealth LP 0.00% Reduce -14.1% 11,794 $857K
Rockefeller Capital Management L.P. 0.00% Add +0.9% 11,579 $841K
Simmons Bank 0.05% Reduce -0.6% 11,457 $832K
Atria Investments, Inc 0.01% Reduce -6.7% 11,424 $830K
Stone Wealth Partners 0.60% Reduce -9.8% 11,248 $817K
Lakeshore Capital Group, Inc. 0.60% Reduce -0.0% 11,112 $807K
Creative Planning 0.00% Reduce -0.4% 10,770 $783K
Stillwater Capital Advisors, LLC 0.08% Reduce -0.1% 10,607 $771K
Brown Advisory Inc. 0.00% Reduce -8.1% 10,561 $767K
Essex LLC 0.12% Reduce -7.5% 10,484 $762K
Bank of New York Mellon Corp 0.00% Add +6.5% 10,319 $750K
Adams Wealth Management 0.14% Reduce -29.3% 9,759 $709K
CacheTech Inc. 0.11% Reduce -29.3% 9,759 $709K
Moneco Advisors, LLC 0.04% Reduce -2.1% 9,756 $709K

"% of holder's portfolio" is IYK's weight in each manager's 13F, not the share of iShares US Consumer Staples the manager owns.

Show all 288 holders