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 |
| Cwm, LLC | 0.00% | No change | 7,436 | $503K |
| Blankinship & Foster, LLC | 0.13% | Add +0.3% | 7,422 | $502K |
| World Investment Advisors | 0.07% | Add +33.9% | 7,183 | $486K |
| Navellier & Associates Inc. | 0.06% | New | 7,170 | $485K |
| Cottonwood Capital Advisors, LLC | 0.38% | Reduce -11.3% | 7,385 | $473K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +380.6% | 6,949 | $470K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 6,886 | $466K |
| TFB Advisors LLC | 0.16% | Add +3.8% | 6,728 | $445K |
| New Insight Wealth Advisors | 0.27% | Reduce -5.8% | 6,309 | $427K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -1.4% | 6,285 | $425K |
| Gsa Capital Partners LLP | 0.03% | Add +6.8% | 6,228 | $421K |
| Pacific Sun Financial Corp | 0.24% | Reduce -6.7% | 6,051 | $409K |
| Focus Financial Network, Inc. | 0.02% | — | 6,225 | $404K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.8% | 5,952 | $403K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -47.2% | 5,556 | $376K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +89.1% | 5,532 | $374K |
| Comerica Bank | 0.00% | Reduce -14.6% | 5,352 | $362K |
| Beacon Financial Advisory LLC | 0.17% | Reduce -32.1% | 5,192 | $351K |
| CoreCap Advisors, LLC | 0.02% | Reduce -13.9% | 5,150 | $348K |
| Blair William & Co. | 0.00% | Add +0.6% | 5,093 | $344K |
| National Bank of Canada | 0.00% | Add +7.5% | 4,947 | $336K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 4,851 | $328K |
| Arkadios Wealth Advisors | 0.03% | Reduce -10.5% | 4,810 | $325K |
| Laidlaw Wealth Management LLC | 0.18% | No change | 4,809 | $325K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.6% | 4,767 | $322K |
| Strategic Blueprint, LLC | 0.02% | Add +6.8% | 4,709 | $318K |
| One Charles Private Wealth Services, LLC | 0.14% | Reduce -2.8% | 4,593 | $311K |
| Brookstone Capital Management | 0.01% | Reduce -15.9% | 4,591 | $310K |
| Prospera Financial Services Inc | 0.01% | Add +1.6% | 4,571 | $309K |
| Sonata Capital Group Inc. | 0.14% | Add +38.2% | 4,520 | $306K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,500 | $304K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Reduce -40.0% | 4,479 | $303K |
| Cerity Partners LLC | 0.00% | Reduce -4.0% | 4,322 | $292K |
| Meridian Wealth Management, LLC | 0.05% | Reduce -6.9% | 4,286 | $290K |
| Abbrea Capital, LLC | 0.04% | No change | 4,200 | $284K |
| Charter Oak Capital Management, LLC | 0.03% | Add +1.4% | 3,981 | $269K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -42.9% | 3,975 | $269K |
| Adirondack Trust Co. | 0.11% | Add +3.9% | 3,970 | $268K |
| Garrison Point Advisors, LLC | 0.17% | No change | 3,963 | $268K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,944 | $265K |
| Gray Wealth Management Inc. | 0.12% | Reduce -6.2% | 3,826 | $259K |
| Sigma Planning Corp | 0.01% | New | 3,816 | $258K |
| GTS Securities LLC | 0.01% | No change | 3,807 | $257K |
| Global Retirement Partners, LLC | 0.01% | Add +4.2% | 3,709 | $251K |
| Affiance Financial, LLC | 0.07% | No change | 3,675 | $249K |
| Bailard, Inc. | 0.01% | No change | 3,633 | $246K |
| V2 Financial group LLC | 0.17% | No change | 3,600 | $243K |
| First Merchants Corp. | 0.02% | Reduce -6.3% | 3,576 | $242K |
| Vertex Planning Partners, LLC | 0.06% | No change | 3,435 | $232K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 3,321 | $224K |
| Trilogy Capital Inc. | 0.01% | No change | 3,288 | $222K |
| Diversified, LLC | 0.03% | No change | 3,281 | $222K |
| Keybank National Association | 0.00% | No change | 3,219 | $218K |
| Family Firm, Inc. | 0.05% | Add +0.3% | 3,184 | $215K |
| Oxinas Partners, LLC | 0.14% | Reduce -5.8% | 3,160 | $214K |
| TSA Wealth Managment LLC | 0.09% | New | 3,120 | $211K |
| Scotia Capital Inc. | 0.00% | Reduce -3.8% | 3,042 | $206K |
| Patten & Patten Inc. | 0.01% | New | 3,039 | $206K |
| Mariner, LLC | 0.00% | Reduce -67.7% | 3,028 | $205K |
| International Assets Investment Management, LLC | 0.02% | Reduce -9.2% | 3,033 | $204K |
| Fiera Capital Corp | 0.00% | New | 3,000 | $203K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -92.2% | 2,973 | $201K |
| Colonial Trust Advisors | 0.02% | Add +5.8% | 2,940 | $199K |
| Montag A & Associates Inc. | 0.01% | No change | 2,700 | $183K |
| Tompkins Financial Corp. | 0.02% | No change | 2,325 | $157K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,232 | $149K |
| Harbour Investments, Inc. | 0.01% | Reduce -41.4% | 2,167 | $147K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,100 | $142K |
| Clearstead Advisors, LLC | 0.01% | Add +0.3% | 2,077 | $141K |
| LFA - Lugano Financial Advisors SA | 0.09% | No change | 1,809 | $122K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.0% | 1,773 | $120K |
| Sandy Spring Bank | 0.01% | No change | 1,680 | $114K |
| Spire Wealth Management | 0.00% | Reduce -0.2% | 1,626 | $110K |
| CX Institutional | 0.01% | New | 1,602 | $108K |
| Steph & Co. | 0.04% | No change | 1,530 | $103K |
| MGB Wealth Management, LLC | 0.04% | No change | 1,464 | $99K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.4% | 1,380 | $93K |
| Archer Investment Corp | 0.03% | Reduce -6.3% | 1,344 | $91K |
| SYM FINANCIAL Corp | 0.01% | Add +0.3% | 1,294 | $88K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 1,260 | $85K |
| Continuum Advisory, LLC | 0.01% | New | 1,251 | $84K |
| Citigroup Inc. | 0.00% | Reduce -74.5% | 1,189 | $80K |
| Sunbelt Securities, Inc. | 0.01% | Add +1966.7% | 1,178 | $80K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 1,125 | $76K |
| Jones Financial Companies LLLP | 0.00% | New | 1,125 | $76K |
| Front Row Advisors LLC | 0.03% | No change | 1,020 | $69K |
| Avior Wealth Management, LLC | 0.00% | Add +125.6% | 968 | $59K |
| IFP Advisors, Inc | 0.00% | Reduce -13.3% | 822 | $56K |
| Davis Capital Management | 0.04% | No change | 732 | $49K |
| First Horizon Advisors, Inc. | 0.00% | No change | 627 | $42K |
| Angeles Wealth Management, LLC | 0.00% | No change | 561 | $38K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.2% | 559 | $38K |
| Private Trust Co. NA | 0.00% | No change | 525 | $36K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 522 | $35K |
| US Bancorp \de | 0.00% | No change | 456 | $31K |
| NFSG Corp | 0.01% | Reduce -25.3% | 453 | $31K |
| Colonial Trust Co / SC | 0.01% | No change | 450 | $30K |
| SouthState Bank Corp | 0.00% | No change | 450 | $30K |
| Manchester Capital Management LLC | 0.00% | No change | 441 | $30K |
| NorthRock Partners, LLC | 0.00% | No change | 426 | $29K |
| Ancora Advisors LLC | 0.00% | No change | 420 | $28K |
| Bangor Savings Bank | 0.00% | No change | 408 | $28K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -50.9% | 402 | $27K |
| Pineridge Advisors LLC | 0.01% | No change | 345 | $23K |
| Piscataqua Savings Bank | 0.02% | Reduce -49.8% | 300 | $20K |
| Ransom Advisory, Ltd | 0.01% | — | 300 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -57.5% | 300 | $20K |
| Realta Investment Advisors | 0.00% | New | 285 | $19K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 252 | $17K |
| Allworth Financial LP | 0.00% | No change | 246 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -65.3% | 204 | $14K |
| Pacifica Partners Inc. | 0.01% | New | 204 | $14K |
| Caitlin John, LLC | 0.01% | No change | 195 | $13K |
| NBT Bank, N.A. | 0.00% | No change | 195 | $13K |
| Capital Analysts, LLC | 0.00% | Reduce -84.3% | 198 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 177 | $12K |
| Ables, Iannone, Moore & Associates, Inc. | 0.01% | No change | 150 | $10K |
| Farther Finance Advisors, LLC | 0.00% | No change | 144 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 108 | $7K |
| Main Street Group, LTD | 0.00% | No change | 102 | $7K |
| Signaturefd, LLC | 0.00% | No change | 84 | $6K |
| Blue Trust, Inc. | 0.00% | Reduce -96.6% | 75 | $5K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 63 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 45 | $3K |
| Covestor Ltd | 0.00% | No change | 30 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 21 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 15 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 9 | $609 |
"% of holder's portfolio" is IYK's weight in each manager's 13F, not the share of iShares US Consumer Staples the manager owns.