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

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 2024 → Q2 2024

InstitutionsTotal Value
New Positions22$7.1M
Exits22$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
Ameritas Advisory Services, LLC 0.02% New 7,091 $466K
Patriot Investment Management Group, Inc. 0.04% Add +0.1% 6,891 $453K
Blair William & Co. 0.00% Add +25.6% 6,396 $421K
Focus Financial Network, Inc. 0.02% Reduce -1.8% 6,112 $414K
Ferguson Wellman Capital Management, Inc. 0.01% No change 6,285 $413K
Pacific Sun Financial Corp 0.23% Reduce -0.4% 6,026 $396K
Federation des caisses Desjardins du Quebec 0.00% Reduce -14.3% 5,957 $392K
Atria Wealth Solutions, Inc. 0.00% Add +1.4% 5,632 $370K
RFG Advisory, LLC 0.01% Reduce -45.0% 5,218 $343K
Beacon Financial Advisory LLC 0.13% Add +0.4% 5,212 $343K
National Bank of Canada 0.00% Reduce -0.6% 4,917 $320K
Laidlaw Wealth Management LLC 0.17% Add +0.3% 4,823 $317K
Graves Light Lenhart Wealth, Inc. 0.04% No change 4,851 $317K
Founders Financial Securities LLC 0.03% New 4,785 $315K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -0.7% 4,734 $311K
Strategic Blueprint, LLC 0.02% Add +0.3% 4,721 $310K
One Charles Private Wealth Services, LLC 0.13% Add +2.4% 4,704 $309K
Brookstone Capital Management 0.01% Reduce -0.7% 4,558 $309K
Citizens Financial Group Inc. 0.01% New 4,628 $304K
Gsa Capital Partners LLP 0.02% Reduce -26.5% 4,578 $301K
Prospera Financial Services Inc 0.01% Add +0.0% 4,572 $301K
Brown Brothers Harriman & Co. 0.00% No change 4,500 $296K
Northern Trust Corp. 0.00% New 4,431 $291K
Sonata Capital Group Inc. 0.15% Reduce -4.4% 4,320 $284K
Garrison Point Advisors, LLC 0.18% Add +7.6% 4,263 $280K
Cordatus Wealth Management LLC 0.10% New 4,233 $278K
San Luis Wealth Advisors LLC 0.07% New 4,116 $271K
Adirondack Trust Co. 0.11% Add +2.6% 4,074 $268K
CIBC Private Wealth Group LLC 0.00% No change 3,944 $258K
Arkadios Wealth Advisors 0.02% Reduce -20.1% 3,843 $253K
Sigma Planning Corp 0.01% Add +0.3% 3,826 $252K
Gray Wealth Management Inc. 0.11% Reduce -0.4% 3,810 $250K
V2 Financial group LLC 0.17% No change 3,600 $247K
Affiance Financial, LLC 0.06% No change 3,675 $242K
Bailard, Inc. 0.01% No change 3,633 $239K
Global Retirement Partners, LLC 0.01% Reduce -2.1% 3,631 $239K
Cerity Partners LLC 0.00% Reduce -16.3% 3,616 $238K
Mariner, LLC 0.00% Add +17.6% 3,562 $234K
Vertex Planning Partners, LLC 0.06% Reduce -0.0% 3,434 $226K
Charter Oak Capital Management, LLC 0.02% Reduce -14.4% 3,408 $224K
Novak & Powell Financial Services, Inc. 0.14% New 3,401 $224K
Jones Financial Companies LLLP 0.00% Add +199.4% 3,368 $221K
Quantinno Capital Management LP 0.00% New 3,328 $219K
JTC Employer Solutions Trustee Ltd 0.01% No change 3,321 $218K
Diversified, LLC 0.03% Add +0.0% 3,282 $216K
Oxinas Partners, LLC 0.14% Add +0.6% 3,178 $209K
PNC Financial Services Group, Inc. 0.00% Reduce -20.1% 3,175 $209K
Trilogy Capital Inc. 0.01% Reduce -4.6% 3,138 $206K
Symphony Financial Services, Inc. 0.18% — 3,133 $205K
TSA Wealth Managment LLC 0.09% No change 3,120 $205K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -48.5% 3,065 $202K
Family Firm, Inc. 0.04% Reduce -5.1% 3,022 $199K
Montag A & Associates Inc. 0.01% No change 2,700 $178K
Colonial Trust Advisors 0.02% Reduce -9.4% 2,663 $175K
Concourse Financial Group Securities, Inc. 0.01% Reduce -14.8% 2,532 $166K
Tompkins Financial Corp. 0.02% No change 2,325 $153K
TD Waterhouse Canada Inc. 0.00% No change 2,232 $146K
VitalStone Financial, LLC 0.10% New 2,176 $143K
Harbour Investments, Inc. 0.00% Reduce -1.4% 2,137 $141K
Johnson Financial Group, Inc. 0.01% No change 2,100 $138K
Clearstead Advisors, LLC 0.00% Add +0.6% 2,090 $137K
LFA - Lugano Financial Advisors SA 0.09% No change 1,809 $119K
Sandy Spring Bank 0.00% No change 1,680 $110K
Spire Wealth Management 0.00% Reduce -0.2% 1,623 $107K
EP Wealth Advisors, LLC 0.00% Reduce -10.8% 1,581 $104K
Steph & Co. 0.03% No change 1,530 $101K
MGB Wealth Management, LLC 0.04% No change 1,464 $97K
Comerica Bank 0.00% Reduce -72.9% 1,449 $95K
Archer Investment Corp 0.03% Add +0.4% 1,349 $89K
SYM FINANCIAL Corp 0.01% Add +0.6% 1,302 $86K
Hazlett, Burt & Watson, Inc. 0.04% No change 1,260 $83K
Continuum Advisory, LLC 0.01% No change 1,251 $82K
IFP Advisors, Inc 0.00% Add +49.6% 1,230 $81K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,125 $74K
International Assets Investment Management, LLC 0.01% Reduce -65.3% 1,053 $69K
Front Row Advisors LLC 0.02% No change 1,020 $67K
Citigroup Inc. 0.00% Reduce -18.4% 970 $64K
Tower Research Capital LLC (TRC) 0.00% Reduce -88.0% 930 $61K
Capital Investment Advisory Services, LLC 0.01% Reduce -37.3% 865 $57K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 831 $55K
Davis Capital Management 0.04% No change 732 $48K
Ashton Thomas Private Wealth, LLC 0.00% New 691 $45K
First Horizon Advisors, Inc. 0.00% No change 627 $41K
Financial Gravity Asset Management, Inc. 0.01% New 625 $41K
SOA Wealth Advisors, LLC. 0.01% Add +0.5% 562 $37K
Private Trust Co. NA 0.00% No change 525 $35K
Glass Jacobson Investment Advisors llc 0.01% No change 522 $34K
Beacon Capital Management, LLC 0.01% New 460 $30K
US Bancorp \de 0.00% No change 456 $30K
NFSG Corp 0.01% No change 453 $30K
Colonial Trust Co / SC 0.01% No change 450 $30K
Sunbelt Securities, Inc. 0.00% Reduce -61.8% 450 $30K
SouthState Bank Corp 0.00% No change 450 $30K
Manchester Capital Management LLC 0.00% No change 441 $29K
NorthRock Partners, LLC 0.00% No change 426 $28K
Ancora Advisors LLC 0.00% No change 420 $28K
Bangor Savings Bank 0.00% No change 408 $27K
Caldwell Sutter Capital, Inc. 0.01% No change 402 $26K
Pineridge Advisors LLC 0.01% No change 345 $23K
Angeles Wealth Management, LLC 0.00% Reduce -39.0% 342 $22K
BlackRock Inc. 0.00% New 342 $22K
Piscataqua Savings Bank 0.02% No change 300 $20K
Ransom Advisory, Ltd 0.01% No change 300 $20K
AdvisorNet Financial, Inc 0.00% No change 300 $20K
Realta Investment Advisors 0.00% No change 285 $19K
New Millennium Group LLC 0.01% New 256 $17K
Fortis Group Advisors, LLC 0.00% No change 252 $17K
Allworth Financial LP 0.00% No change 246 $17K
Coppell Advisory Solutions LLC 0.00% — 219 $14K
Tradewinds Capital Management, LLC 0.00% No change 204 $13K
Pacifica Partners Inc. 0.01% No change 204 $13K
Capital Analysts, LLC 0.00% No change 198 $13K
Caitlin John, LLC 0.01% No change 195 $13K
NBT Bank, N.A. 0.00% No change 195 $13K
Plante Moran Financial Advisors, LLC 0.00% New 183 $12K
Salem Investment Counselors Inc. 0.00% No change 177 $12K
Mather Group, Llc. 0.00% New 150 $10K
Farther Finance Advisors, LLC 0.00% No change 144 $9K
Avior Wealth Management, LLC 0.00% Reduce -76.8% 225 $8K
Main Street Group, LTD 0.00% No change 102 $7K
Signaturefd, LLC 0.00% Add +1.2% 85 $6K
Blue Trust, Inc. 0.00% No change 75 $5K
Founders Financial Alliance, LLC 0.00% Reduce -41.7% 63 $4K
Pathway Financial Advisers, LLC 0.00% Add +1.6% 64 $4K
HM Payson & Co. 0.00% New 51 $3K
Covestor Ltd 0.00% No change 30 $2K
WFA of San Diego, LLC 0.00% — 30 $2K
Oakworth Capital, Inc. 0.00% No change 21 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 15 $986
Fairscale Capital, LLC 0.00% — 12 $799
Bogart Wealth, LLC 0.00% New 12 $789
Register Financial Advisors LLC 0.00% No change 9 $592

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