iShares US Consumer StaplesIYKETF

13F holders, Q3 2024 (September 30)
233holders +1
22new positions
23sold out
1famous investor
$70.22avg. 13F price*

At the end of Q3 2024, 233 institutions reported holding iShares US Consumer Staples (IYK) in their 13F filings, up 1 from Q2 2024. 22 opened new positions and 23 sold out. The largest holders were PGIM Custom Harvest LLC ($103.8M), LPL Financial LLC ($59.8M) and Morgan Stanley ($59.8M). One famous investor held it Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions22$40.8M
Exits23$11.4M

All 13F filers, Q2 2024 → Q3 2024: 1,669,223 shares bought and 546,930 shares sold, net +1,122,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 233 holders

PGIM Custom Harvest LLC 2.10% Reduce -0.7% 1,471,503 $103.8M
LPL Financial LLC 0.03% Add +4.6% 847,433 $59.8M
Morgan Stanley 0.00% Reduce -2.7% 846,922 $59.8M
Ameriprise Financial Inc. 0.01% Add +136.4% 785,650 $55.4M
Bank of America Corp. 0.00% Reduce -3.3% 537,657 $37.9M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -4.5% 515,430 $36.4M
UBS Group AG 0.01% Reduce -0.8% 447,872 $31.6M
FIL Ltd 0.03% New 401,746 $28.4M
International Assets Investment Management, LLC 2.18% Add +40087.4% 423,173 $26.9M
Goldman Sachs Group Inc. 0.00% Add +6.5% 283,248 $20.0M
Wells Fargo & Company 0.00% Reduce -20.7% 238,539 $16.8M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -2.0% 229,039 $16.2M
Bellwether Advisors, LLC 2.45% Add +44.3% 180,603 $12.7M
Commonwealth Equity Services, LLC 0.01% Reduce -42.5% 128,206 $9.0M
Osaic Holdings, Inc. 0.02% Reduce -2.3% 126,882 $9.0M
Cetera Investment Advisers 0.02% Reduce -4.4% 125,178 $8.8M
Cibc World Market Inc. 0.02% Add +0.0% 118,531 $8.4M
BNP Paribas Financial Markets 0.01% New 100,000 $7.1M
Royal Bank of Canada 0.00% Reduce -6.0% 97,411 $6.9M
WealthCare Investment Partners, LLC 2.75% Reduce -6.9% 91,332 $6.3M
Mgo One Seven LLC 0.26% Reduce -2.4% 83,850 $5.9M
Fernwood Investment Management, LLC 1.78% Reduce -1.2% 77,277 $5.5M
Envestnet Asset Management Inc. 0.00% Reduce -4.5% 67,708 $4.8M
SFI Advisors, LLC 3.41% Reduce -1.5% 67,644 $4.8M
Raymond James & Associates 0.00% Add +11.9% 55,991 $4.0M
Penobscot Wealth Management 1.82% Add +8.6% 47,845 $3.4M
Rehmann Capital Advisory Group 0.22% Reduce -26.0% 47,232 $3.3M
Conservest Capital Advisors, Inc. 0.34% No change 48,481 $3.3M
First Citizens Financial Corp 1.69% Reduce -0.0% 45,325 $3.2M
Principal Securities, Inc. 0.08% Add +19.7% 44,016 $3.1M
Wall Street Financial Group, Inc. 3.06% Add +76.9% 41,075 $2.9M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -15.0% 37,047 $2.6M
Bank of Montreal 0.00% Add +39.2% 33,892 $2.4M
MML Investors Services, LLC 0.01% Reduce -2.4% 29,051 $2.0M
Susquehanna International Group, LLP 0.00% Add +244.7% 28,413 $2.0M
Money Concepts Capital Corp. 0.15% Reduce -10.2% 27,153 $1.9M
Advisory Services Network, LLC 0.04% No change 28,129 $1.8M
Matthew Goff Investment Advisor, LLC 0.34% Add +6.2% 25,603 $1.8M
Wakefield Asset Management LLLP 0.58% Add +0.4% 25,069 $1.8M
Equitable Holdings, Inc. 0.02% Reduce -45.4% 24,073 $1.7M
Chemung Canal Trust Co. 0.34% Reduce -26.6% 23,542 $1.7M
Creative Planning 0.00% Reduce -8.0% 23,334 $1.6M
Avantax Advisory Services, Inc. 0.01% Reduce -1.8% 22,824 $1.6M
Glenview Trust Co 0.03% Reduce -0.5% 22,379 $1.6M
Schmidt P J Investment Management Inc. 0.27% Reduce -2.0% 21,872 $1.5M
Private Advisor Group, LLC 0.01% Reduce -26.6% 21,239 $1.5M
OneDigital Investment Advisors LLC 0.02% New 20,707 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Add +1.7% 20,107 $1.4M
B. Riley Wealth Advisors, Inc. 0.04% Add +26.5% 19,971 $1.4M
JPMorgan Chase & Co. 0.00% Reduce -6.7% 18,480 $1.3M
Waterloo Capital, L.P. 0.14% Add +1.0% 18,043 $1.3M
NewEdge Advisors, LLC 0.01% Reduce -3.1% 18,003 $1.3M
Kestra Advisory Services, LLC 0.01% Reduce -9.7% 17,834 $1.3M
Corient Private Wealth LP 0.00% Reduce -1.8% 17,708 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -0.1% 17,685 $1.2M
Stonebridge Financial Planning Group, LLC 0.59% Reduce -3.3% 17,580 $1.2M
IHT Wealth Management, LLC 0.03% Add +4.9% 16,973 $1.2M
Stillwater Capital Advisors, LLC 0.15% Add +18.3% 16,543 $1.2M
DAVENPORT & Co LLC 0.01% Add +49.6% 14,817 $1.0M
Merit Financial Group, LLC 0.02% Reduce -13.2% 13,454 $949K
Essex LLC 0.19% Reduce -4.6% 13,010 $918K
Simmons Bank 0.06% No change 12,690 $896K
GPS Wealth Strategies Group, LLC 0.12% Reduce -19.0% 12,588 $888K
Bessemer Group Inc. 0.00% No change 12,519 $883K
Stifel Financial Corp. 0.00% Reduce -11.4% 12,461 $879K
D.A. Davidson & Co. 0.01% Add +1.3% 11,932 $842K
Cwm, LLC 0.00% Add +15.0% 11,787 $832K
Accel Wealth Management 0.30% Add +35.6% 11,444 $808K
Truist Financial Corp. 0.00% Add +4.6% 11,208 $791K
Jones Financial Companies LLLP 0.00% Add +232.7% 11,206 $790K
Janney Montgomery Scott LLC 0.00% Reduce -1.0% 11,176 $789K
CX Institutional 0.04% Reduce -0.5% 11,179 $789K
Rockefeller Capital Management L.P. 0.00% Reduce -8.8% 11,148 $787K
Sanctuary Advisors, LLC 0.01% Reduce -2.8% 11,249 $787K
Independent Financial Group, LLC 0.03% Reduce -1.1% 10,675 $753K
Thoroughbred Financial Services, LLC 0.05% Add +1.7% 10,294 $726K
FMR LLC 0.00% Reduce -4.1% 10,284 $726K
49 Wealth Management, LLC 0.12% Reduce -21.3% 10,081 $711K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -2.4% 9,162 $647K
Creative Financial Designs Inc. 0.05% Reduce -7.2% 9,127 $644K
Prospera Financial Services Inc 0.02% Add +97.0% 9,006 $636K
Captrust Financial Advisors 0.00% Reduce -1.6% 8,936 $631K
Comprehensive Wealth Management, LLC 0.41% Add +4.1% 8,832 $623K
TFB Advisors LLC 0.18% Add +1.8% 8,419 $594K
Smartleaf Asset Management LLC 0.07% Reduce -24.2% 8,292 $584K
Mutual Advisors, LLC 0.02% Reduce -6.3% 8,411 $584K
Calton & Associates, Inc. 0.22% Add +0.8% 8,247 $582K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -20.5% 8,117 $573K
Coastal Bridge Advisors, LLC 0.14% No change 8,043 $568K
HighTower Advisors, LLC 0.00% Reduce -3.9% 7,956 $560K
Perigon Wealth Management, LLC 0.01% Add +0.0% 7,812 $551K
New Insight Wealth Advisors 0.29% Add +4.1% 7,735 $546K
Geneos Wealth Management Inc. 0.02% Reduce -3.3% 7,693 $543K
Allstate Corp. 0.05% New 7,600 $536K
Blankinship & Foster, LLC 0.13% Add +0.6% 7,496 $529K
Ameritas Advisory Services, LLC 0.02% Add +5.7% 7,492 $529K
M&T Bank Corp 0.00% New 7,422 $524K
World Investment Advisors 0.02% Add +0.5% 7,239 $511K
Virtue Capital Management, LLC 0.10% Reduce -9.3% 7,219 $509K
MAI Capital Management 0.00% Reduce -0.9% 7,161 $505K

"% 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 233 holders