iShares US Consumer StaplesIYKETF
13F holders, Q2 2024 (June 30)232holders +4
22new positions
22sold out
1famous investor
$65.84avg. 13F price*
At the end of Q2 2024, 232 institutions reported holding iShares US Consumer Staples (IYK) in their 13F filings, up 4 from Q1 2024. 22 opened new positions and 22 sold out. The largest holders were PGIM Custom Harvest LLC ($97.5M), Morgan Stanley ($57.2M) and LPL Financial LLC ($53.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $7.1M |
| Exits | 22 | $63.1M |
All 13F filers, Q1 2024 → Q2 2024: 297,810 shares bought and 1,527,513 shares sold, net −1,229,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 232 holders
| PGIM Custom Harvest LLC | 2.18% | Add +1.5% | 1,482,440 | $97.5M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 870,069 | $57.2M |
| LPL Financial LLC | 0.03% | Reduce -6.0% | 809,966 | $53.3M |
| Bank of America Corp. | 0.00% | Reduce -7.0% | 555,782 | $36.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -2.3% | 539,437 | $35.5M |
| UBS Group AG | 0.01% | Reduce -3.6% | 451,417 | $29.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -12.4% | 332,271 | $21.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.1% | 300,906 | $19.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.1% | 265,857 | $17.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +2.0% | 233,824 | $15.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.9% | 222,983 | $14.7M |
| Cetera Investment Advisers | 0.02% | Reduce -0.4% | 130,953 | $8.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -16.3% | 129,826 | $8.5M |
| Bellwether Advisors, LLC | 1.73% | Reduce -32.6% | 125,139 | $8.2M |
| Cibc World Market Inc. | 0.02% | Add +0.3% | 118,522 | $7.8M |
| Royal Bank of Canada | 0.00% | Reduce -14.6% | 103,661 | $6.8M |
| WealthCare Investment Partners, LLC | 3.00% | Reduce -1.6% | 98,116 | $6.5M |
| Mgo One Seven LLC | 0.27% | Add +46.5% | 85,880 | $5.6M |
| Fernwood Investment Management, LLC | 1.60% | Reduce -0.8% | 78,207 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.5% | 70,923 | $4.7M |
| SFI Advisors, LLC | 3.48% | Add +2.2% | 68,669 | $4.5M |
| Rehmann Capital Advisory Group | 0.30% | Add +1.9% | 63,850 | $4.2M |
| Raymond James & Associates | 0.00% | Add +22.1% | 50,023 | $3.3M |
| Conservest Capital Advisors, Inc. | 0.35% | No change | 48,481 | $3.3M |
| First Citizens Financial Corp | 1.76% | Add +0.2% | 45,344 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Add +2.5% | 44,126 | $2.9M |
| Penobscot Wealth Management | 1.72% | Add +7.1% | 44,052 | $2.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.9% | 43,593 | $2.9M |
| Principal Securities, Inc. | 0.07% | Reduce -0.6% | 36,779 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -9.3% | 34,020 | $2.2M |
| Perbak Capital Partners LLP | 0.65% | New | 33,396 | $2.2M |
| Chemung Canal Trust Co. | 0.41% | New | 32,062 | $2.1M |
| Money Concepts Capital Corp. | 0.17% | Add +1.5% | 30,222 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -32.9% | 29,766 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +35.0% | 28,948 | $1.9M |
| Advisory Services Network, LLC | 0.04% | Reduce -15.5% | 28,129 | $1.8M |
| Creative Planning | 0.00% | Add +1.2% | 25,366 | $1.7M |
| Bank of Montreal | 0.00% | Reduce -30.4% | 24,343 | $1.7M |
| Wakefield Asset Management LLLP | 0.57% | Reduce -18.0% | 24,961 | $1.6M |
| Matthew Goff Investment Advisor, LLC | 0.32% | Add +24.2% | 24,107 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.3% | 23,249 | $1.5M |
| Wall Street Financial Group, Inc. | 2.59% | — | 23,218 | $1.5M |
| Glenview Trust Co | 0.03% | Reduce -1.1% | 22,485 | $1.5M |
| Schmidt P J Investment Management Inc. | 0.27% | Reduce -1.3% | 22,325 | $1.5M |
| GTS Securities LLC | 0.03% | Add +436.8% | 20,434 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.5% | 19,813 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -28.9% | 19,774 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.7% | 19,750 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.1% | 18,572 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.60% | Reduce -4.2% | 18,173 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +3.0% | 18,039 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -8.2% | 17,878 | $1.2M |
| KKM Financial LLC | 0.56% | Reduce -43.4% | 8,275 | $1.2M |
| Waterloo Capital, L.P. | 0.14% | Reduce -5.7% | 17,865 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.7% | 17,706 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -12.8% | 16,688 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Reduce -4.0% | 16,177 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +69.9% | 15,784 | $1.0M |
| GPS Wealth Strategies Group, LLC | 0.15% | Add +180.9% | 15,542 | $1.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.7% | 15,500 | $1.0M |
| Hirtle & Co., LLC | 0.05% | No change | 15,000 | $986K |
| Stifel Financial Corp. | 0.00% | Reduce -17.7% | 14,060 | $925K |
| Stillwater Capital Advisors, LLC | 0.13% | No change | 13,980 | $919K |
| Essex LLC | 0.20% | Reduce -7.0% | 13,635 | $897K |
| 49 Wealth Management, LLC | 0.16% | Reduce -89.5% | 12,803 | $836K |
| Simmons Bank | 0.06% | No change | 12,690 | $834K |
| Bessemer Group Inc. | 0.00% | No change | 12,519 | $823K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -40.6% | 12,230 | $804K |
| D.A. Davidson & Co. | 0.01% | Reduce -20.9% | 11,782 | $775K |
| Sanctuary Advisors, LLC | 0.01% | — | 11,577 | $773K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.6% | 11,287 | $742K |
| CX Institutional | 0.03% | Add +601.1% | 11,231 | $738K |
| Smartleaf Asset Management LLC | 0.12% | Add +24.2% | 10,936 | $722K |
| Independent Financial Group, LLC | 0.03% | Reduce -7.3% | 10,788 | $709K |
| FMR LLC | 0.00% | Add +0.3% | 10,727 | $705K |
| Truist Financial Corp. | 0.00% | Reduce -33.2% | 10,718 | $705K |
| Cwm, LLC | 0.00% | Add +37.9% | 10,253 | $674K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -0.1% | 10,213 | $672K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -42.8% | 10,123 | $665K |
| DAVENPORT & Co LLC | 0.00% | Reduce -19.5% | 9,907 | $651K |
| Creative Financial Designs Inc. | 0.06% | Reduce -3.4% | 9,839 | $647K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -12.1% | 9,390 | $617K |
| Mutual Advisors, LLC | 0.02% | Add +16.8% | 8,975 | $615K |
| Captrust Financial Advisors | 0.00% | Reduce -0.4% | 9,084 | $597K |
| Comprehensive Wealth Management, LLC | 0.41% | Add +2.1% | 8,481 | $558K |
| Accel Wealth Management | 0.22% | Add +1.1% | 8,442 | $555K |
| HighTower Advisors, LLC | 0.00% | Add +7.5% | 8,275 | $545K |
| TFB Advisors LLC | 0.18% | Add +22.9% | 8,269 | $544K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.1% | 8,244 | $542K |
| Calton & Associates, Inc. | 0.27% | Reduce -13.5% | 8,185 | $538K |
| Virtue Capital Management, LLC | 0.09% | Reduce -23.7% | 7,963 | $533K |
| Coastal Bridge Advisors, LLC | 0.13% | Reduce -13.2% | 8,043 | $529K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -81.4% | 7,954 | $523K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.0% | 7,811 | $514K |
| Blankinship & Foster, LLC | 0.13% | Add +0.4% | 7,455 | $490K |
| New Insight Wealth Advisors | 0.29% | Add +17.8% | 7,429 | $488K |
| Cottonwood Capital Advisors, LLC | 0.37% | Reduce -1.1% | 7,301 | $477K |
| MAI Capital Management | 0.00% | Reduce -4.0% | 7,230 | $475K |
| World Investment Advisors | 0.03% | Add +0.3% | 7,204 | $474K |
| Apeiron RIA LLC | 0.14% | Reduce -4.4% | 7,155 | $470K |
"% of holder's portfolio" is IYK's weight in each manager's 13F, not the share of iShares US Consumer Staples the manager owns.