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
Patriot Investment Management Group, Inc. 0.04% Add +0.1% 6,898 $487K
Cerity Partners LLC 0.00% Add +85.8% 6,717 $474K
Blair William & Co. 0.00% Add +0.2% 6,406 $452K
Ferguson Wellman Capital Management, Inc. 0.01% No change 6,285 $444K
Focus Financial Network, Inc. 0.02% Reduce -1.7% 6,009 $424K
Pacific Sun Financial Corp 0.23% Reduce -1.2% 5,956 $420K
Cottonwood Capital Advisors, LLC 0.31% Reduce -19.1% 5,909 $417K
Federation des caisses Desjardins du Quebec 0.00% Reduce -1.0% 5,898 $416K
Atria Wealth Solutions, Inc. 0.00% Add +0.0% 5,634 $398K
Northern Trust Corp. 0.00% Add +18.6% 5,253 $371K
Beacon Financial Advisory LLC 0.13% Add +0.5% 5,236 $370K
Picton Mahoney Asset Management 0.01% New 5,200 $366K
National Bank of Canada 0.00% No change 4,917 $347K
Graves Light Lenhart Wealth, Inc. 0.04% No change 4,851 $342K
Brookstone Capital Management 0.01% Add +5.6% 4,812 $340K
One Charles Private Wealth Services, LLC 0.13% No change 4,704 $332K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -1.3% 4,674 $330K
Citizens Financial Group Inc. 0.01% Add +0.3% 4,642 $328K
CoreCap Advisors, LLC 0.02% New 4,604 $325K
Mariner, LLC 0.00% Add +26.9% 4,520 $319K
Brown Brothers Harriman & Co. 0.00% No change 4,500 $318K
Strategic Blueprint, LLC 0.02% Reduce -6.4% 4,418 $312K
Sonata Capital Group Inc. 0.13% No change 4,320 $305K
Garrison Point Advisors, LLC 0.19% No change 4,263 $301K
Cordatus Wealth Management LLC 0.11% No change 4,233 $299K
RFG Advisory, LLC 0.01% Reduce -19.4% 4,206 $297K
Global Retirement Partners, LLC 0.01% Add +15.5% 4,195 $296K
Adirondack Trust Co. 0.11% No change 4,074 $287K
Meridian Wealth Management, LLC 0.01% New 3,955 $279K
Millennium Management 0.00% New 3,948 $279K
CIBC Private Wealth Group LLC 0.00% No change 3,944 $278K
Sigma Planning Corp 0.01% Add +2.1% 3,905 $276K
Qube Research & Technologies Ltd 0.00% Reduce -77.1% 3,823 $270K
Gray Wealth Management Inc. 0.10% Reduce -2.3% 3,723 $263K
Gsa Capital Partners LLP 0.02% Reduce -19.5% 3,684 $260K
Affiance Financial, LLC 0.06% No change 3,675 $259K
Bailard, Inc. 0.01% No change 3,633 $256K
Charter Oak Capital Management, LLC 0.02% Add +6.5% 3,631 $256K
V2 Financial group LLC 0.16% No change 3,600 $254K
Kestra Private Wealth Services, LLC 0.00% New 3,589 $253K
&partners 0.00% New 3,518 $248K
Laidlaw Wealth Management LLC 0.12% Reduce -27.5% 3,497 $247K
Vertex Planning Partners, LLC 0.06% No change 3,434 $242K
Symphony Financial Services, Inc. 0.21% Add +9.6% 3,433 $242K
Novak & Powell Financial Services, Inc. 0.14% No change 3,401 $240K
Patten & Patten Inc. 0.02% New 3,389 $239K
JTC Employer Solutions Trustee Ltd 0.02% No change 3,321 $235K
Diversified, LLC 0.03% Add +0.1% 3,284 $232K
Diversified Enterprises, LLC 0.03% — 3,284 $232K
Moneta Group Investment Advisors LLC 0.00% New 3,240 $229K
PNC Financial Services Group, Inc. 0.00% No change 3,175 $224K
Trilogy Capital Inc. 0.01% No change 3,138 $221K
TSA Wealth Managment LLC 0.09% No change 3,120 $220K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.3% 3,074 $217K
Family Firm, Inc. 0.05% Reduce -0.0% 3,021 $213K
Fiera Capital Corp 0.00% New 3,000 $212K
Scotia Capital Inc. 0.00% New 2,897 $204K
Montag A & Associates Inc. 0.01% No change 2,700 $191K
Concourse Financial Group Securities, Inc. 0.01% Reduce -2.5% 2,470 $174K
TD Waterhouse Canada Inc. 0.00% No change 2,232 $157K
Clearstead Advisors, LLC 0.00% Add +0.8% 2,106 $149K
Johnson Financial Group, Inc. 0.01% No change 2,100 $148K
Harbour Investments, Inc. 0.00% Reduce -8.1% 1,963 $139K
Colonial Trust Advisors 0.01% Reduce -28.5% 1,904 $134K
EP Wealth Advisors, LLC 0.00% Add +6.6% 1,685 $119K
Sandy Spring Bank 0.00% No change 1,680 $119K
Western Pacific Wealth Management, LP 0.08% New 1,650 $116K
Steph & Co. 0.03% No change 1,530 $108K
MGB Wealth Management, LLC 0.04% No change 1,464 $103K
Comerica Bank 0.00% No change 1,449 $102K
Archer Investment Corp 0.03% Add +0.4% 1,354 $96K
SYM FINANCIAL Corp 0.01% Add +0.8% 1,312 $93K
Hazlett, Burt & Watson, Inc. 0.04% No change 1,260 $89K
Spire Wealth Management 0.00% Reduce -30.5% 1,128 $80K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,125 $79K
Caitlin John, LLC 0.05% Add +456.9% 1,086 $74K
Front Row Advisors LLC 0.03% No change 1,020 $72K
Citigroup Inc. 0.00% Add +2.1% 990 $70K
Capital Investment Advisory Services, LLC 0.01% Add +0.6% 870 $61K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% No change 831 $59K
Davis Capital Management 0.04% No change 732 $52K
Continuum Advisory, LLC 0.01% Reduce -42.0% 726 $50K
First Horizon Advisors, Inc. 0.00% No change 627 $44K
SOA Wealth Advisors, LLC. 0.01% Add +0.7% 566 $40K
Private Trust Co. NA 0.00% No change 525 $37K
Glass Jacobson Investment Advisors llc 0.01% Add +0.2% 523 $37K
Beacon Capital Management, LLC 0.00% No change 460 $32K
US Bancorp \de 0.00% No change 456 $32K
Colonial Trust Co / SC 0.00% No change 450 $32K
Sunbelt Securities, Inc. 0.00% No change 450 $32K
SouthState Bank Corp 0.00% No change 450 $32K
Manchester Capital Management LLC 0.00% No change 441 $31K
NorthRock Partners, LLC 0.00% No change 426 $30K
Ancora Advisors LLC 0.00% No change 420 $30K
Bangor Savings Bank 0.00% No change 408 $29K
Caldwell Sutter Capital, Inc. 0.01% No change 402 $28K
Fortitude Family Office, LLC 0.01% New 393 $28K
Financial Gravity Companies, Inc. 0.01% — 391 $28K
IFP Advisors, Inc 0.00% Reduce -68.8% 384 $27K
Pineridge Advisors LLC 0.01% Add +0.9% 348 $25K
Angeles Wealth Management, LLC 0.00% No change 342 $24K
BlackRock, Inc. 0.00% — 342 $24K
Tradewinds Capital Management, LLC 0.01% Add +66.7% 340 $24K
Ransom Advisory, Ltd 0.01% No change 300 $21K
FWL Investment Management, LLC 0.01% New 300 $21K
AdvisorNet Financial, Inc 0.00% No change 300 $21K
Piscataqua Savings Bank 0.02% No change 300 $21K
Northwest Financial Advisors 0.02% New 279 $20K
New Millennium Group LLC 0.01% Add +0.4% 257 $18K
Fortis Group Advisors, LLC 0.00% No change 252 $18K
Allworth Financial LP 0.00% No change 246 $17K
Coppell Advisory Solutions LLC 0.00% No change 219 $15K
Pacifica Partners Inc. 0.01% No change 204 $14K
Capital Analysts, LLC 0.00% No change 198 $14K
NBT Bank, N.A. 0.00% No change 195 $14K
Salem Investment Counselors Inc. 0.00% No change 177 $12K
Farther Finance Advisors, LLC 0.00% Add +20.8% 174 $12K
O'shaughnessy Asset Management, LLC 0.00% New 168 $12K
Avior Wealth Management, LLC 0.00% No change 225 $9K
Tower Research Capital LLC (TRC) 0.00% Reduce -86.5% 126 $9K
Main Street Group, LTD 0.00% No change 102 $7K
Signaturefd, LLC 0.00% Add +1.2% 86 $6K
Blue Trust, Inc. 0.00% No change 75 $5K
Founders Financial Alliance, LLC 0.00% Add +1.6% 64 $4K
Pathway Financial Advisers, LLC 0.00% Reduce -1.6% 63 $4K
EPG Wealth Management LLC 0.00% Add +0.0% 45 $3K
Planned Solutions, Inc. 0.00% New 36 $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
Fairscale Capital, LLC 0.00% No change 12 $847
Bogart Wealth, LLC 0.00% No change 12 $847
Register Financial Advisors LLC 0.00% No change 9 $635

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