iShares US Consumer StaplesIYKETF
13F holders, Q1 2024 (March 31)228holders
1famous investor
$67.71avg. 13F price*
At the end of Q1 2024, 228 institutions reported holding iShares US Consumer Staples (IYK) in their 13F filings. The largest holders were PGIM Custom Harvest LLC ($98.8M), Morgan Stanley ($59.5M) and LPL Financial LLC ($58.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US Consumer Staples
- CUSIP
- 464287812
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $58.8M |
| Exits | 30 | $19.2M |
Ownership 228 holders
| PGIM Custom Harvest LLC | 2.45% | Reduce -1.2% | 1,460,719 | $98.8M |
| Morgan Stanley | 0.00% | Reduce -17.2% | 879,612 | $59.5M |
| LPL Financial LLC | 0.03% | Add +6.1% | 861,247 | $58.2M |
| Manufacturers Life Insurance Company, The | 0.04% | New | 682,723 | $46.2M |
| Bank of America Corp. | 0.00% | Reduce -6.2% | 597,497 | $40.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.3% | 552,046 | $37.3M |
| UBS Group AG | 0.01% | Reduce -4.9% | 468,164 | $31.7M |
| Ameriprise Financial Inc. | 0.01% | Add +9.9% | 379,379 | $25.7M |
| Wells Fargo & Company | 0.01% | Reduce -18.8% | 301,341 | $20.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +4.4% | 229,149 | $15.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.0% | 229,029 | $15.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.5% | 216,605 | $14.6M |
| Bellwether Advisors, LLC | 2.76% | Add +54.1% | 185,774 | $12.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.3% | 155,070 | $10.5M |
| Cetera Investment Advisers | 0.02% | Add +259.8% | 131,503 | $8.9M |
| Royal Bank of Canada | 0.00% | Reduce -29.6% | 121,340 | $8.2M |
| 49 Wealth Management, LLC | 1.76% | Add +13.4% | 122,091 | $8.2M |
| Cibc World Market Inc. | 0.02% | Add +7.2% | 118,215 | $8.0M |
| WealthCare Investment Partners, LLC | 3.26% | Reduce -4.2% | 99,737 | $6.7M |
| Fernwood Investment Management, LLC | 1.56% | No change | 78,846 | $5.3M |
| SFI Advisors, LLC | 3.56% | Add +70.0% | 67,173 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.6% | 64,767 | $4.4M |
| Rehmann Capital Advisory Group | 0.32% | Reduce -1.1% | 62,639 | $4.2M |
| Mgo One Seven LLC | 0.21% | Add +17.2% | 58,614 | $4.0M |
| Grant/GrossMendelsohn, LLC | 1.80% | New | 58,664 | $3.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -32.2% | 49,510 | $3.3M |
| Conservest Capital Advisors, Inc. | 0.33% | Reduce -1.3% | 48,481 | $3.3M |
| First Citizens Financial Corp | 1.82% | Reduce -0.6% | 45,253 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -44.5% | 44,333 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Add +3.0% | 43,046 | $2.9M |
| Geneos Wealth Management Inc. | 0.13% | Add +1.4% | 42,717 | $2.9M |
| Penobscot Wealth Management | 1.76% | Add +11.1% | 41,127 | $2.8M |
| Raymond James & Associates | 0.00% | Reduce -19.7% | 40,985 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +562.1% | 37,501 | $2.5M |
| Principal Securities, Inc. | 0.08% | Reduce -11.4% | 37,015 | $2.5M |
| Bank of Montreal | 0.00% | Reduce -10.0% | 34,960 | $2.4M |
| Advisory Services Network, LLC | 0.05% | Reduce -27.1% | 33,277 | $2.3M |
| Two Sigma Investments, LP | 0.01% | Add +140.9% | 31,800 | $2.2M |
| Wakefield Asset Management LLLP | 0.71% | Add +3.2% | 30,455 | $2.1M |
| Money Concepts Capital Corp. | 0.19% | Add +20.7% | 29,782 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +9.8% | 29,332 | $2.0M |
| Lincoln National Corp. | 0.03% | Add +1.5% | 28,737 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.4% | 27,832 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -36.9% | 9,291 | $1.7M |
| Creative Planning | 0.00% | Add +2.3% | 25,066 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.3% | 23,633 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -52.5% | 23,550 | $1.6M |
| Glenview Trust Co | 0.03% | No change | 22,746 | $1.5M |
| Schmidt P J Investment Management Inc. | 0.29% | Add +1.6% | 22,618 | $1.5M |
| Wealthstar Advisors, LLC | 0.51% | New | 21,789 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -29.0% | 21,437 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | New | 20,598 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +34.8% | 19,616 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -85.9% | 19,469 | $1.3M |
| Matthew Goff Investment Advisor, LLC | 0.27% | Add +89.5% | 19,407 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -28.0% | 19,146 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.68% | No change | 18,965 | $1.3M |
| Waterloo Capital, L.P. | 0.16% | Reduce -48.0% | 18,950 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.0% | 18,785 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.1% | 18,017 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.12% | Reduce -19.8% | 17,694 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +7.3% | 17,521 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Add +50.0% | 17,100 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -74.7% | 17,086 | $1.2M |
| IHT Wealth Management, LLC | 0.05% | Add +151.5% | 16,858 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -41.1% | 16,041 | $1.1M |
| Merit Financial Group, LLC | 0.02% | New | 15,601 | $1.0M |
| Hirtle & Co., LLC | 0.05% | No change | 15,000 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +78.8% | 14,892 | $1.0M |
| Picton Mahoney Asset Management | 0.04% | New | 14,800 | $1.0M |
| Essex LLC | 0.23% | Reduce -3.6% | 14,655 | $991K |
| KKM Financial LLC | 0.48% | Reduce -29.7% | 14,631 | $989K |
| Stillwater Capital Advisors, LLC | 0.14% | No change | 13,980 | $945K |
| Simmons Bank | 0.06% | Reduce -2.3% | 12,690 | $858K |
| Bessemer Group Inc. | 0.00% | Reduce -19.4% | 12,519 | $847K |
| DAVENPORT & Co LLC | 0.01% | Reduce -4.0% | 12,312 | $833K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.4% | 11,952 | $808K |
| Independent Financial Group, LLC | 0.04% | Reduce -6.7% | 11,643 | $787K |
| FMR LLC | 0.00% | Reduce -1.2% | 10,693 | $723K |
| Central Valley Advisors, LLC | 0.37% | New | 10,689 | $723K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Reduce -14.3% | 10,687 | $723K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +0.4% | 10,223 | $691K |
| Creative Financial Designs Inc. | 0.07% | Reduce -4.7% | 10,184 | $689K |
| Virtue Capital Management, LLC | 0.12% | Reduce -19.0% | 10,435 | $674K |
| VCI Wealth Management LLC | 0.45% | Reduce -13.8% | 9,767 | $661K |
| RFG Advisory, LLC | 0.02% | No change | 9,483 | $641K |
| Calton & Associates, Inc. | 0.31% | Reduce -13.2% | 9,466 | $640K |
| Coastal Bridge Advisors, LLC | 0.14% | No change | 9,261 | $626K |
| Captrust Financial Advisors | 0.00% | Reduce -1.9% | 9,122 | $617K |
| Eagle Strategies LLC | 0.14% | New | 9,120 | $617K |
| Smartleaf Asset Management LLC | 0.12% | Reduce -31.8% | 8,802 | $594K |
| BNP Paribas Financial Markets | 0.00% | New | 8,698 | $588K |
| Accel Wealth Management | 0.24% | Reduce -2.4% | 8,350 | $565K |
| Comprehensive Wealth Management, LLC | 0.44% | Add +12.9% | 8,309 | $562K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.1% | 7,809 | $528K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -64.8% | 7,782 | $526K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.6% | 7,694 | $522K |
| Mutual Advisors, LLC | 0.02% | Add +0.1% | 7,685 | $520K |
| MAI Capital Management | 0.01% | Add +0.5% | 7,531 | $509K |
| Apeiron RIA LLC | 0.15% | No change | 7,482 | $506K |
"% of holder's portfolio" is IYK's weight in each manager's 13F, not the share of iShares US Consumer Staples the manager owns.