iShares US Consumer StaplesIYKETF
13F holders, Q4 2024 (December 31)249holders +16
21new positions
13sold out
2famous investors
$65.56avg. 13F price*
At the end of Q4 2024, 249 institutions reported holding iShares US Consumer Staples (IYK) in their 13F filings, up 16 from Q3 2024. 21 opened new positions and 13 sold out. The largest holders were PGIM Custom Harvest LLC ($96.6M), Ameriprise Financial Inc. ($48.4M) and LPL Financial LLC ($47.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares US Consumer Staples
- CUSIP
- 464287812
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $22.5M |
| Exits | 13 | $33.4M |
All 13F filers, Q3 2024 → Q4 2024: 615,305 shares bought and 1,061,314 shares sold, net −446,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| PGIM Custom Harvest LLC | 1.89% | Add +0.1% | 1,472,907 | $96.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.1% | 737,731 | $48.4M |
| LPL Financial LLC | 0.02% | Reduce -15.5% | 716,145 | $47.0M |
| Morgan Stanley | 0.00% | Reduce -19.1% | 685,545 | $45.0M |
| Bank of America Corp. | 0.00% | Add +6.7% | 573,620 | $37.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -0.6% | 512,331 | $33.6M |
| UBS Group AG | 0.01% | Add +1.7% | 455,297 | $29.9M |
| FIL Ltd | 0.02% | No change | 401,746 | $26.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +12.3% | 318,097 | $20.9M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 243,481 | $16.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +3.5% | 237,081 | $15.6M |
| Bellwether Advisors, LLC | 2.45% | Add +15.7% | 208,992 | $13.7M |
| Cetera Investment Advisers | 0.02% | Add +15.8% | 144,900 | $9.5M |
| Perbak Capital Partners LLP | 4.85% | New | 138,419 | $9.1M |
| Cibc World Market Inc. | 0.02% | Add +1.1% | 119,892 | $7.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -14.8% | 108,108 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +9.5% | 106,671 | $7.0M |
| Raymond James Financial Inc. | 0.00% | — | 102,260 | $6.7M |
| BNP Paribas Financial Markets | 0.01% | No change | 100,000 | $6.6M |
| Mgo One Seven LLC | 0.22% | Add +6.2% | 89,061 | $5.8M |
| Fernwood Investment Management, LLC | 1.72% | Reduce -2.4% | 75,439 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -44.7% | 70,913 | $4.7M |
| WealthCare Investment Partners, LLC | 1.94% | Reduce -25.3% | 68,202 | $4.5M |
| SFI Advisors, LLC | 2.46% | Reduce -20.9% | 53,486 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.7% | 50,993 | $3.3M |
| Penobscot Wealth Management | 1.53% | Add +5.7% | 50,555 | $3.3M |
| Jane Street Group, LLC | 0.01% | New | 49,584 | $3.3M |
| Advisory Services Network, LLC | 0.06% | Add +75.8% | 49,453 | $3.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | New | 49,289 | $3.2M |
| Conservest Capital Advisors, Inc. | 0.33% | Reduce -1.0% | 47,988 | $3.1M |
| Wall Street Financial Group, Inc. | 3.01% | Add +14.4% | 46,995 | $3.1M |
| First Citizens Financial Corp | 1.60% | Reduce -0.9% | 44,924 | $2.9M |
| Principal Securities, Inc. | 0.07% | Add +0.1% | 44,057 | $2.9M |
| Citadel Advisors | 0.00% | New | 42,528 | $2.8M |
| AssuredPartners Investment Advisors, LLC | 0.48% | — | 37,221 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +15.7% | 33,616 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +72.8% | 31,936 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -10.6% | 30,294 | $2.0M |
| Money Concepts Capital Corp. | 0.13% | Reduce -1.1% | 26,851 | $1.8M |
| Matthew Goff Investment Advisor, LLC | 0.31% | Add +0.7% | 25,780 | $1.7M |
| Wakefield Asset Management LLLP | 0.55% | Reduce -0.5% | 24,948 | $1.6M |
| Creative Planning | 0.00% | Reduce -0.7% | 23,163 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.2% | 23,098 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +2.9% | 21,858 | $1.4M |
| Schmidt P J Investment Management Inc. | 0.25% | Reduce -0.5% | 21,766 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -12.4% | 21,079 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -0.1% | 19,956 | $1.3M |
| Glenview Trust Co | 0.02% | Reduce -12.8% | 19,514 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +8.1% | 19,120 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +7.5% | 19,349 | $1.3M |
| Sovran Advisors, LLC | 0.17% | — | 18,709 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.9% | 18,173 | $1.2M |
| Waterloo Capital, L.P. | 0.12% | Add +0.1% | 18,056 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.52% | Add +0.0% | 17,587 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Reduce -0.4% | 16,900 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.7% | 16,855 | $1.1M |
| Stillwater Capital Advisors, LLC | 0.13% | Reduce -0.1% | 16,531 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +12229.4% | 15,535 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +36.5% | 15,294 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +0.9% | 14,949 | $981K |
| Bessemer Group Inc. | 0.00% | Add +16.4% | 14,571 | $956K |
| Janney Montgomery Scott LLC | 0.00% | Add +25.3% | 14,004 | $919K |
| D.A. Davidson & Co. | 0.01% | Add +12.8% | 13,458 | $883K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -33.7% | 13,335 | $875K |
| Merit Financial Group, LLC | 0.02% | Reduce -1.1% | 13,308 | $873K |
| CX Institutional | 0.03% | Add +18.7% | 13,269 | $870K |
| Corient Private Wealth LP | 0.00% | Reduce -5.2% | 16,795 | $839K |
| Cwm, LLC | 0.00% | Add +8.5% | 12,787 | $839K |
| Essex LLC | 0.18% | Reduce -2.1% | 12,740 | $836K |
| Simmons Bank | 0.06% | No change | 12,690 | $832K |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 12,524 | $822K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.6% | 12,111 | $794K |
| Accel Wealth Management | 0.29% | Add +3.5% | 11,846 | $777K |
| Mutual Advisors, LLC | 0.02% | Add +34.5% | 11,309 | $730K |
| FMR LLC | 0.00% | Add +5.6% | 10,863 | $712K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +4.2% | 10,730 | $703K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.0% | 10,564 | $693K |
| Creative Financial Designs Inc. | 0.06% | Add +15.1% | 10,509 | $689K |
| Comprehensive Wealth Management, LLC | 0.50% | Add +14.5% | 10,111 | $663K |
| Smartleaf Asset Management LLC | 0.07% | Add +19.1% | 9,878 | $645K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -23.1% | 9,683 | $635K |
| Truist Financial Corp. | 0.00% | Reduce -14.9% | 9,541 | $626K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -54.0% | 9,519 | $624K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -18.6% | 9,154 | $613K |
| Prospera Financial Services Inc | 0.01% | Add +0.0% | 9,007 | $591K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 8,945 | $587K |
| New Insight Wealth Advisors | 0.29% | Add +14.3% | 8,843 | $580K |
| Ameritas Advisory Services, LLC | 0.02% | Add +14.2% | 8,559 | $561K |
| TFB Advisors LLC | 0.16% | Add +0.8% | 8,485 | $557K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.8% | 8,178 | $536K |
| Geneos Wealth Management Inc. | 0.02% | Add +4.6% | 8,045 | $528K |
| Coastal Bridge Advisors, LLC | 0.13% | No change | 8,043 | $528K |
| Franklin Resources Inc. | 0.00% | New | 7,970 | $523K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -13.2% | 7,949 | $521K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 7,944 | $521K |
| Partners Wealth Management, LLC | 0.59% | — | 7,932 | $520K |
| Perigon Wealth Management, LLC | 0.01% | No change | 7,812 | $504K |
| Allstate Corp. | 0.01% | No change | 7,600 | $498K |
| Retirement Planning Group, LLC / NY | 0.54% | — | 7,519 | $493K |
| World Investment Advisors | 0.01% | Add +3.3% | 7,478 | $490K |
| Focus Partners Wealth | 0.00% | New | 7,468 | $490K |
| M&T Bank Corp | 0.00% | No change | 7,422 | $487K |
| MAI Capital Management | 0.00% | Add +0.7% | 7,211 | $473K |
| Cerity Partners LLC | 0.00% | Add +7.0% | 7,185 | $471K |
| 49 Wealth Management, LLC | 0.07% | Reduce -28.9% | 7,172 | $470K |
| Blankinship & Foster, LLC | 0.12% | Reduce -4.9% | 7,132 | $468K |
| Blair William & Co. | 0.00% | Add +8.6% | 6,958 | $456K |
| Patriot Investment Management Group, Inc. | 0.03% | Add +0.1% | 6,904 | $453K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.0% | 6,839 | $449K |
| Virtue Capital Management, LLC | 0.09% | Reduce -10.6% | 6,455 | $423K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +105.6% | 6,319 | $414K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +7.0% | 6,309 | $414K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 6,285 | $412K |
| Sunbelt Securities, Inc. | 0.04% | Add +1293.8% | 6,272 | $410K |
| Pacific Sun Financial Corp | 0.22% | Add +2.4% | 6,101 | $400K |
| Cottonwood Capital Advisors, LLC | 0.28% | Reduce -0.0% | 5,907 | $387K |
| Novak & Powell Financial Services, Inc. | 0.23% | Add +70.7% | 5,804 | $381K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.7% | 5,482 | $360K |
| Beacon Financial Advisory LLC | 0.11% | Add +0.5% | 5,261 | $345K |
| Brookstone Capital Management | 0.01% | Add +9.1% | 5,248 | $344K |
| SkyView Investment Advisors, LLC | 0.05% | New | 5,226 | $343K |
| GTS Securities LLC | 0.02% | New | 5,189 | $340K |
| &partners | 0.00% | Add +47.3% | 5,181 | $339K |
| Northern Trust Corp. | 0.00% | Reduce -2.0% | 5,146 | $338K |
| Greenleaf Trust | 0.00% | New | 4,983 | $327K |
| National Bank of Canada | 0.00% | No change | 4,917 | $323K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 4,851 | $318K |
| Calton & Associates, Inc. | 0.14% | Reduce -41.9% | 4,794 | $314K |
| Global Retirement Partners, LLC | 0.01% | Add +12.7% | 4,727 | $310K |
| One Charles Private Wealth Services, LLC | 0.10% | No change | 4,704 | $309K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 4,674 | $307K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 4,657 | $305K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,500 | $295K |
| Strategic Blueprint, LLC | 0.02% | Add +1.6% | 4,488 | $294K |
| Gsa Capital Partners LLP | 0.02% | Add +16.9% | 4,305 | $282K |
| Garrison Point Advisors, LLC | 0.13% | No change | 4,263 | $280K |
| RFG Advisory, LLC | 0.01% | Add +0.8% | 4,239 | $278K |
| Cordatus Wealth Management LLC | 0.07% | No change | 4,233 | $278K |
| Sonata Capital Group Inc. | 0.11% | Reduce -2.3% | 4,220 | $277K |
| D. E. Shaw & Co. | 0.00% | New | 4,121 | $270K |
| Focus Financial Network, Inc. | 0.01% | Reduce -31.9% | 4,091 | $268K |
| Triumph Capital Management | 0.09% | New | 4,082 | $268K |
| Mariner, LLC | 0.00% | Reduce -9.7% | 4,082 | $268K |
| Adirondack Trust Co. | 0.10% | Reduce -0.1% | 4,070 | $267K |
| PKS Advisory Services, LLC | 0.07% | — | 3,980 | $261K |
| Sigma Planning Corp | 0.01% | Add +0.0% | 3,906 | $256K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,944 | $254K |
| Gray Wealth Management Inc. | 0.09% | Add +0.2% | 3,730 | $245K |
| Apollon Wealth Management, LLC | 0.01% | New | 3,678 | $241K |
| Affiance Financial, LLC | 0.06% | No change | 3,675 | $241K |
| Bailard, Inc. | 0.01% | No change | 3,633 | $238K |
| V2 Financial group LLC | 0.14% | No change | 3,600 | $236K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -1.3% | 3,584 | $235K |
| Symphony Financial Services, Inc. | 0.19% | Add +4.4% | 3,583 | $235K |
| Laidlaw Wealth Management LLC | 0.10% | No change | 3,497 | $229K |
| CoreCap Advisors, LLC | 0.01% | Reduce -24.7% | 3,468 | $227K |
| Vertex Planning Partners, LLC | 0.05% | No change | 3,434 | $225K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 3,362 | $221K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -7.1% | 3,335 | $219K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 3,321 | $217K |
| Diversified Enterprises, LLC | 0.02% | Add +0.1% | 3,287 | $216K |
| HRT Financial LP | 0.00% | New | 3,266 | $214K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 3,240 | $213K |
| Quantinno Capital Management LP | 0.00% | New | 3,219 | $211K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -20.5% | 3,145 | $206K |
| TSA Wealth Managment LLC | 0.08% | No change | 3,120 | $205K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.1% | 3,075 | $202K |
| Patten & Patten Inc. | 0.01% | Reduce -9.7% | 3,059 | $201K |
| EP Wealth Advisors, LLC | 0.00% | Add +50.5% | 2,536 | $166K |
| Picton Mahoney Asset Management | 0.01% | Reduce -51.9% | 2,500 | $164K |
| Allworth Financial LP | 0.00% | Add +836.2% | 2,303 | $149K |
| Montag A & Associates Inc. | 0.01% | Reduce -16.7% | 2,250 | $148K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,232 | $146K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,100 | $139K |
| Clearstead Advisors, LLC | 0.00% | Add +0.8% | 2,122 | $139K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 1,964 | $129K |
| Quest 10 Wealth Builders, Inc. | 0.12% | — | 1,858 | $122K |
| Sandy Spring Bank | 0.00% | No change | 1,680 | $110K |
| Steph & Co. | 0.03% | No change | 1,530 | $100K |
| AE Wealth Management LLC | 0.00% | New | 1,485 | $97K |
| Colonial Trust Advisors | 0.01% | Reduce -24.6% | 1,436 | $94K |
| MGB Wealth Management, LLC | 0.03% | Reduce -2.7% | 1,425 | $93K |
| Archer Investment Corp | 0.02% | Add +0.5% | 1,361 | $89K |
| SYM FINANCIAL Corp | 0.01% | Add +0.8% | 1,322 | $87K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 1,170 | $84K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 1,260 | $83K |
| Caitlin John, LLC | 0.05% | Add +10.2% | 1,197 | $79K |
| Spire Wealth Management | 0.00% | No change | 1,128 | $74K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,125 | $74K |
| Citigroup Inc. | 0.00% | Add +11.0% | 1,099 | $72K |
| Comerica Bank | 0.00% | Reduce -26.9% | 1,059 | $69K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -56.8% | 1,068 | $69K |
| IFP Advisors, Inc | 0.00% | Add +168.8% | 1,032 | $68K |
| Front Row Advisors LLC | 0.02% | No change | 1,020 | $67K |
| Financial Life Planners | 0.05% | — | 889 | $58K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.8% | 877 | $57K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 831 | $55K |
| Davis Capital Management | 0.04% | No change | 732 | $48K |
| BlackRock, Inc. | 0.00% | Add +111.7% | 724 | $47K |
| Farther Finance Advisors, LLC | 0.00% | Add +311.5% | 716 | $47K |
| US Bancorp \de | 0.00% | Add +53.7% | 701 | $46K |
| Capital Analysts, LLC | 0.00% | Add +228.8% | 651 | $43K |
| First Horizon Advisors, Inc. | 0.00% | No change | 627 | $41K |
| Continuum Advisory, LLC | 0.00% | Reduce -19.8% | 582 | $38K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.9% | 571 | $37K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.4% | 525 | $34K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 483 | $32K |
| Beacon Capital Management, LLC | 0.00% | Add +0.9% | 464 | $30K |
| Colonial Trust Co / SC | 0.00% | No change | 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 |
| Fortitude Family Office, LLC | 0.01% | No change | 393 | $26K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 391 | $26K |
| Pineridge Advisors LLC | 0.01% | Add +0.6% | 350 | $23K |
| Angeles Wealth Management, LLC | 0.00% | No change | 342 | $22K |
| Ball & Co Wealth Management Inc. | 0.02% | — | 344 | $22K |
| Piscataqua Savings Bank | 0.02% | No change | 300 | $20K |
| Ransom Advisory, Ltd | 0.01% | No change | 300 | $20K |
| FWL Investment Management, LLC | 0.01% | No change | 300 | $20K |
| Private Trust Co. NA | 0.00% | Reduce -42.9% | 300 | $20K |
| AdvisorNet Financial, Inc | 0.00% | No change | 300 | $20K |
| Rosenberg Matthew Hamilton | 0.00% | New | 278 | $18K |
| New Millennium Group LLC | 0.01% | Add +0.8% | 259 | $17K |
| Fortis Group Advisors, LLC | 0.00% | No change | 252 | $17K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 219 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -40.0% | 204 | $13K |
| Pacifica Partners Inc. | 0.01% | No change | 204 | $13K |
| NBT Bank, N.A. | 0.00% | No change | 195 | $13K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +12.5% | 189 | $12K |
| Salem Investment Counselors Inc. | 0.00% | No change | 177 | $12K |
| Nova Wealth Management, Inc. | 0.01% | — | 171 | $11K |
| Avior Wealth Management, LLC | 0.00% | Add +0.4% | 226 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 124 | $8K |
| Main Street Group, LTD | 0.00% | No change | 102 | $7K |
| Signaturefd, LLC | 0.00% | No change | 86 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 75 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 64 | $4K |
| Olistico Wealth, LLC | 0.00% | New | 63 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 45 | $3K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -33.3% | 42 | $3K |
| Covestor Ltd | 0.00% | No change | 30 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 21 | $1K |
| Fairscale Capital, LLC | 0.00% | No change | 12 | $787 |
| Bogart Wealth, LLC | 0.00% | No change | 12 | $787 |
| Register Financial Advisors LLC | 0.00% | No change | 9 | $590 |
"% of holder's portfolio" is IYK's weight in each manager's 13F, not the share of iShares US Consumer Staples the manager owns.