iShares US Consumer StaplesIYKETF
13F holders, Q1 2025 (March 31)256holders +7
35new positions
26sold out
1famous investor
$71.58avg. 13F price*
At the end of Q1 2025, 256 institutions reported holding iShares US Consumer Staples (IYK) in their 13F filings, up 7 from Q4 2024. 35 opened new positions and 26 sold out. The largest holders were PGIM Custom Harvest LLC ($111.6M), HSBC Holdings PLC ($71.4M) and LPL Financial LLC ($61.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $132.4M |
| Exits | 26 | $18.4M |
All 13F filers, Q4 2024 → Q1 2025: 2,999,414 shares bought and 888,468 shares sold, net +2,110,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| PGIM Custom Harvest LLC | 2.67% | Add +5.9% | 1,559,214 | $111.6M |
| HSBC Holdings PLC | 0.05% | New | 997,878 | $71.4M |
| LPL Financial LLC | 0.02% | Add +19.9% | 858,382 | $61.4M |
| Ameriprise Financial Inc. | 0.02% | Add +10.3% | 813,341 | $58.2M |
| FIL Ltd | 0.05% | Add +67.2% | 671,568 | $48.1M |
| Morgan Stanley | 0.00% | Reduce -6.9% | 637,996 | $45.7M |
| Bank of America Corp. | 0.00% | Add +8.7% | 623,682 | $44.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2.1% | 522,897 | $37.4M |
| UBS Group AG | 0.01% | Reduce -0.2% | 454,283 | $32.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +301.1% | 284,458 | $20.4M |
| Ocean Park Asset Management, LLC | 0.68% | New | 269,466 | $19.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +9.3% | 259,238 | $18.6M |
| Wells Fargo & Company | 0.00% | Reduce -5.0% | 231,186 | $16.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.9% | 226,337 | $16.2M |
| Royal Bank of Canada | 0.00% | Add +62.4% | 173,221 | $12.4M |
| Cetera Investment Advisers | 0.02% | Add +9.6% | 158,754 | $11.4M |
| Osaic Holdings, Inc. | 0.02% | Add +15.8% | 125,237 | $9.0M |
| Raymond James Financial Inc. | 0.00% | Add +19.3% | 121,964 | $8.7M |
| Cibc World Market Inc. | 0.02% | Reduce -0.3% | 119,504 | $8.6M |
| BNP Paribas Financial Markets | 0.01% | Add +15.0% | 115,000 | $8.2M |
| Mgo One Seven LLC | 0.25% | Add +0.3% | 89,365 | $6.4M |
| Adams Wealth Management | 1.24% | New | 88,203 | $6.3M |
| CacheTech Inc. | 1.23% | New | 88,203 | $6.3M |
| Curi Capital, LLC | 0.15% | New | 85,139 | $6.1M |
| CW Advisors, LLC | 0.06% | New | 72,116 | $5.2M |
| SFI Advisors, LLC | 3.57% | Add +26.0% | 67,415 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.6% | 56,896 | $4.1M |
| Advisory Services Network, LLC | 0.07% | Add +2.7% | 50,783 | $3.6M |
| WealthCare Investment Partners, LLC | 1.49% | Reduce -27.2% | 49,631 | $3.5M |
| Wall Street Financial Group, Inc. | 3.36% | Reduce -3.7% | 45,262 | $3.2M |
| Petra Financial Advisors Inc. | 2.62% | New | 44,697 | $3.2M |
| First Citizens Financial Corp | 1.81% | Reduce -0.6% | 44,654 | $3.2M |
| Conservest Capital Advisors, Inc. | 0.33% | Reduce -8.0% | 44,150 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +24.6% | 41,894 | $3.0M |
| Principal Securities, Inc. | 0.06% | No change | 44,057 | $2.9M |
| Penobscot Wealth Management | 1.19% | Reduce -21.8% | 39,523 | $2.8M |
| AssuredPartners Investment Advisors, LLC | 0.55% | Add +6.1% | 39,507 | $2.8M |
| Cercano Management LLC | 0.07% | New | 35,665 | $2.6M |
| Wealthstar Advisors, LLC | 1.15% | New | 35,034 | $2.5M |
| Chemung Canal Trust Co. | 0.55% | New | 35,011 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +117.0% | 33,188 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.1% | 27,742 | $2.0M |
| Money Concepts Capital Corp. | 0.15% | Add +3.2% | 27,706 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +21.1% | 26,472 | $1.9M |
| Matthew Goff Investment Advisor, LLC | 0.35% | Add +2.3% | 26,371 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.9% | 25,393 | $1.8M |
| Coppell Advisory Solutions LLC | 0.24% | Add +7666.7% | 17,009 | $1.7M |
| Creative Planning | 0.00% | Add +2.5% | 23,747 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +21.0% | 23,405 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +13.2% | 22,594 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +21.9% | 22,151 | $1.6M |
| Wakefield Asset Management LLLP | 0.47% | Reduce -12.3% | 21,879 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +52.1% | 21,303 | $1.5M |
| Sovran Advisors, LLC | 0.18% | Add +5.5% | 19,742 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -8.7% | 19,251 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 19,167 | $1.3M |
| Waterloo Capital, L.P. | 0.12% | Add +3.1% | 18,624 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Add +4.6% | 17,684 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +4.5% | 17,611 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.56% | Reduce -1.7% | 17,291 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +9.3% | 16,335 | $1.2M |
| Stillwater Capital Advisors, LLC | 0.16% | Reduce -1.4% | 16,306 | $1.2M |
| Bessemer Group Inc. | 0.00% | No change | 14,571 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.6% | 14,120 | $1.0M |
| Quadrature Capital Ltd | 0.02% | New | 13,910 | $996K |
| Mutual Advisors, LLC | 0.03% | Add +25.4% | 14,180 | $995K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +65.8% | 13,183 | $945K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.1% | 13,162 | $942K |
| Simmons Bank | 0.07% | No change | 12,690 | $908K |
| Corient Private Wealth LP | 0.00% | Reduce -25.2% | 12,562 | $899K |
| Sanctuary Advisors, LLC | 0.01% | Add +35.7% | 12,424 | $889K |
| Cwm, LLC | 0.00% | Reduce -3.3% | 12,365 | $885K |
| Stifel Financial Corp. | 0.00% | Reduce -3.2% | 12,121 | $867K |
| Essex LLC | 0.19% | Reduce -5.0% | 12,110 | $867K |
| HighTower Advisors, LLC | 0.00% | Add +76.0% | 12,037 | $861K |
| Schmidt P J Investment Management Inc. | 0.16% | Reduce -45.1% | 11,957 | $856K |
| FMR LLC | 0.00% | Add +9.6% | 11,900 | $852K |
| Comprehensive Wealth Management, LLC | 0.59% | Add +17.1% | 11,835 | $847K |
| Brown Advisory Inc. | 0.00% | New | 11,346 | $812K |
| Accel Wealth Management | 0.29% | Reduce -4.9% | 11,261 | $806K |
| Bank of Montreal | 0.00% | Reduce -64.5% | 10,750 | $769K |
| Lakeshore Capital Group, Inc. | 0.73% | New | 10,645 | $762K |
| New Insight Wealth Advisors | 0.34% | Add +20.0% | 10,609 | $759K |
| Allstate Corp. | 0.02% | Add +32.9% | 10,100 | $723K |
| TFB Advisors LLC | 0.21% | Add +19.0% | 10,100 | $723K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -7.1% | 9,971 | $713K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +55.8% | 9,843 | $704K |
| First Heartland Consultants, Inc. | 0.07% | New | 9,381 | $671K |
| Glenview Trust Co | 0.01% | Reduce -53.2% | 9,140 | $654K |
| Creative Financial Designs Inc. | 0.05% | Reduce -13.4% | 9,101 | $651K |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 8,971 | $642K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.1% | 8,912 | $638K |
| Truist Financial Corp. | 0.00% | Reduce -9.4% | 8,639 | $618K |
| Partners Wealth Management, LLC | 0.67% | Add +4.7% | 8,307 | $595K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.1% | 8,186 | $586K |
| Coastal Bridge Advisors, LLC | 0.08% | Add +0.9% | 8,112 | $581K |
| Bellwether Advisors, LLC | 0.12% | Reduce -96.1% | 8,109 | $580K |
| Franklin Resources Inc. | 0.00% | No change | 7,970 | $570K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.2% | 7,962 | $570K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -6.6% | 7,993 | $570K |
"% of holder's portfolio" is IYK's weight in each manager's 13F, not the share of iShares US Consumer Staples the manager owns.