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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions35$132.4M
Exits26$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
GeoWealth Management, LLC 0.02% Add +0.0% 7,888 $565K
Perigon Wealth Management, LLC 0.01% No change 7,812 $559K
Geneos Wealth Management Inc. 0.02% Reduce -4.7% 7,670 $549K
Retirement Planning Group, LLC / NY 0.53% Reduce -3.0% 7,295 $522K
MAI Capital Management 0.00% Add +0.4% 7,237 $518K
Blair William & Co. 0.00% Add +0.5% 6,990 $500K
Patriot Investment Management Group, Inc. 0.04% Add +0.1% 6,908 $494K
Calton & Associates, Inc. 0.11% Add +42.8% 6,844 $490K
Blankinship & Foster, LLC 0.12% Reduce -5.1% 6,770 $485K
Cerity Partners LLC 0.00% Reduce -7.9% 6,615 $473K
Founders Financial Securities LLC 0.04% New 6,555 $459K
Ferguson Wellman Capital Management, Inc. 0.01% No change 6,285 $450K
Atlas Private Wealth Advisors 0.06% New 6,224 $445K
Pacific Sun Financial Corp 0.25% Add +1.6% 6,201 $444K
Federation des caisses Desjardins du Quebec 0.00% Reduce -1.8% 6,196 $443K
World Investment Advisors 0.01% Reduce -21.5% 5,871 $420K
Cottonwood Capital Advisors, LLC 0.31% Reduce -0.9% 5,852 $419K
PNC Financial Services Group, Inc. 0.00% Add +84.7% 5,679 $406K
Beacon Financial Advisory LLC 0.12% Add +6.4% 5,598 $401K
Novak & Powell Financial Services, Inc. 0.25% Reduce -4.7% 5,532 $396K
Atria Wealth Solutions, Inc. 0.00% Add +0.0% 5,483 $392K
&partners 0.00% Add +3.0% 5,337 $377K
Northern Trust Corp. 0.00% No change 5,146 $368K
Greenleaf Trust 0.00% No change 4,983 $357K
Graves Light Lenhart Wealth, Inc. 0.04% No change 4,851 $347K
One Charles Private Wealth Services, LLC 0.11% Add +1.7% 4,785 $342K
National Bank of Canada 0.00% Reduce -6.1% 4,617 $331K
GPS Wealth Strategies Group, LLC 0.04% Reduce -52.6% 4,587 $328K
Steward Partners Investment Advisory, LLC 0.00% Reduce -65.7% 4,572 $327K
Brown Brothers Harriman & Co. 0.00% No change 4,500 $322K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -3.9% 4,493 $322K
Strategic Blueprint, LLC 0.02% Reduce -1.9% 4,405 $315K
Garrison Point Advisors, LLC 0.15% No change 4,263 $305K
Cordatus Wealth Management LLC 0.08% No change 4,233 $303K
Sonata Capital Group Inc. 0.13% No change 4,220 $302K
Mariner, LLC 0.00% Add +2.6% 4,190 $300K
Triumph Capital Management 0.10% Reduce -0.4% 4,065 $291K
Symphony Financial Services, Inc. 0.19% Add +12.6% 4,033 $289K
Sowell Financial Services LLC 0.01% New 4,020 $288K
Adirondack Trust Co. 0.11% Reduce -1.7% 3,999 $286K
Armstrong, Fleming & Moore, Inc 0.33% New 3,855 $276K
49 Wealth Management, LLC 0.03% Reduce -46.5% 3,839 $275K
Quantinno Capital Management LP 0.00% Add +15.8% 3,727 $267K
Independent Financial Group, LLC 0.01% Reduce -64.9% 3,705 $265K
Sigma Planning Corp 0.01% Reduce -5.3% 3,697 $265K
Affiance Financial, LLC 0.06% No change 3,675 $263K
PKS Advisory Services, LLC 0.07% Reduce -8.3% 3,650 $261K
Brookstone Capital Management 0.00% Reduce -30.8% 3,634 $260K
Bailard, Inc. 0.01% No change 3,633 $260K
V2 Financial group LLC 0.17% No change 3,600 $258K
Milestone Asset Management Group, LLC 0.23% New 3,595 $257K
RFG Advisory, LLC 0.01% Reduce -15.9% 3,565 $255K
Apollon Wealth Management, LLC 0.01% Reduce -4.7% 3,507 $251K
U.S. Capital Wealth Advisors, LLC 0.01% Add +3.1% 3,465 $248K
Jane Street Group, LLC 0.00% Reduce -93.2% 3,394 $243K
Vertex Planning Partners, LLC 0.05% Reduce -1.9% 3,368 $241K
JTC Employer Solutions Trustee Ltd 0.02% No change 3,321 $238K
Charter Oak Capital Management, LLC 0.02% Reduce -7.3% 3,322 $238K
Vontobel Holding Ltd. 0.00% New 3,300 $236K
Diversified Enterprises, LLC 0.02% Add +0.0% 3,288 $235K
Moneta Group Investment Advisors LLC 0.00% No change 3,240 $232K
CoreCap Advisors, LLC 0.01% Reduce -6.8% 3,232 $231K
Focus Financial Network, Inc. 0.01% Reduce -22.8% 3,158 $226K
Meridian Wealth Management, LLC 0.01% Reduce -0.6% 3,127 $224K
TSA Wealth Managment LLC 0.09% No change 3,120 $223K
Bank of New York Mellon Corp 0.00% New 3,073 $220K
Family Firm, Inc. 0.05% New 3,014 $216K
Patten & Patten Inc. 0.01% Reduce -1.6% 3,009 $215K
Delta Capital Management LLC 0.13% New 3,000 $215K
Fiducient Advisors LLC 0.03% New 3,000 $215K
Fiera Capital Corp 0.00% New 3,000 $215K
Citadel Advisors 0.00% Reduce -93.2% 2,913 $208K
Scotia Capital Inc. 0.00% New 2,897 $207K
Atria Investments, Inc 0.00% New 2,829 $202K
Picton Mahoney Asset Management 0.01% No change 2,500 $179K
Allworth Financial LP 0.00% Add +4.6% 2,408 $169K
Montag A & Associates Inc. 0.01% No change 2,250 $161K
TD Waterhouse Canada Inc. 0.00% No change 2,232 $160K
Clearstead Advisors, LLC 0.00% Add +0.4% 2,131 $152K
Johnson Financial Group, Inc. 0.01% No change 2,100 $150K
Coldstream Capital Management Inc. 0.00% New 2,084 $149K
EP Wealth Advisors, LLC 0.00% Reduce -20.6% 2,013 $144K
NorthRock Partners, LLC 0.00% Add +337.8% 1,865 $133K
N.E.W. Advisory Services LLC 0.01% New 1,759 $126K
Sandy Spring Bank 0.01% No change 1,680 $120K
Steph & Co. 0.04% No change 1,530 $110K
Harbour Investments, Inc. 0.00% Reduce -22.3% 1,526 $109K
MGB Wealth Management, LLC 0.04% No change 1,425 $102K
Colonial Trust Advisors 0.01% Reduce -2.3% 1,403 $100K
Archer Investment Corp 0.03% Add +0.2% 1,364 $98K
Private Wealth Asset Management, LLC 0.01% — 1,341 $96K
SYM FINANCIAL Corp 0.01% Add +0.4% 1,327 $95K
CIBC Private Wealth Group LLC 0.00% Reduce -65.5% 1,359 $91K
Hazlett, Burt & Watson, Inc. 0.04% No change 1,260 $90K
Medallion Wealth Advisors, LLC 0.04% No change 1,170 $84K
Spire Wealth Management 0.00% No change 1,128 $81K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,125 $81K
Comerica Bank 0.00% Reduce -2.5% 1,033 $74K
Quest 10 Wealth Builders, Inc. 0.08% Reduce -44.9% 1,023 $73K
Front Row Advisors LLC 0.03% No change 1,020 $73K
AE Wealth Management LLC 0.00% Reduce -33.9% 981 $70K
IFP Advisors, Inc 0.00% Reduce -8.0% 950 $68K
Capital Investment Advisory Services, LLC 0.01% Add +1.4% 889 $64K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 831 $59K
CX Institutional 0.00% Reduce -94.2% 771 $55K
Whittier Trust Co. of Nevada Inc. 0.00% Add +504.8% 750 $54K
Davis Capital Management 0.04% No change 732 $52K
Parallel Advisors, LLC 0.00% New 686 $49K
Citigroup Inc. 0.00% Reduce -40.5% 654 $47K
First Horizon Advisors, Inc. 0.00% No change 627 $45K
Private Trust Co. NA 0.00% Add +102.0% 606 $43K
Farther Finance Advisors, LLC 0.00% Reduce -16.2% 600 $43K
Continuum Advisory, LLC 0.01% No change 582 $42K
SOA Wealth Advisors, LLC. 0.01% Add +0.3% 573 $41K
Physician Wealth Advisors, Inc. 0.01% Add +0.2% 484 $35K
Glass Jacobson Investment Advisors llc 0.01% No change 525 $34K
US Bancorp \de 0.00% Reduce -35.0% 456 $33K
Colonial Trust Co / SC 0.01% No change 450 $32K
SouthState Bank Corp 0.00% No change 450 $32K
Manchester Capital Management LLC 0.00% No change 441 $32K
Ancora Advisors LLC 0.00% No change 420 $30K
Bangor Savings Bank 0.00% No change 408 $29K
Ball & Co Wealth Management Inc. 0.03% Add +15.1% 396 $28K
Pineridge Advisors LLC 0.01% Add +0.6% 352 $25K
Angeles Wealth Management, LLC 0.00% No change 342 $24K
FWL Investment Management, LLC 0.01% No change 300 $21K
AdvisorNet Financial, Inc 0.00% No change 300 $21K
Piscataqua Savings Bank 0.02% No change 300 $21K
Capitol Family Office, Inc. 0.03% New 297 $21K
Country Trust Bank 0.00% New 240 $17K
New Millennium Group LLC 0.01% Reduce -10.0% 233 $17K
Nova Wealth Management, Inc. 0.01% Add +23.4% 211 $15K
Pacifica Partners Inc. 0.01% No change 204 $15K
Tradewinds Capital Management, LLC 0.00% No change 204 $15K
Sunbelt Securities, Inc. 0.00% Reduce -96.8% 200 $14K
Capital Analysts, LLC 0.00% Reduce -69.6% 198 $14K
NBT Bank, N.A. 0.00% No change 195 $14K
O'shaughnessy Asset Management, LLC 0.00% Reduce -4.2% 181 $13K
Caldwell Sutter Capital, Inc. 0.01% Reduce -59.0% 165 $12K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 126 $9K
CBIZ Investment Advisory Services, LLC 0.00% New 107 $8K
Main Street Group, LTD 0.00% No change 102 $7K
Financial Gravity Asset Management, Inc. 0.00% — 96 $7K
Signaturefd, LLC 0.00% Add +1.2% 87 $6K
Simplex Trading, LLC 0.00% New 97 $6K
Blue Trust, Inc. 0.00% No change 75 $5K
Founders Financial Alliance, LLC 0.00% No change 64 $5K
Aptus Capital Advisors, LLC 0.00% New 51 $4K
EPG Wealth Management LLC 0.00% No change 45 $3K
Olistico Wealth, LLC 0.00% Reduce -38.1% 39 $3K
Covestor Ltd 0.00% No change 30 $2K
Oakworth Capital, Inc. 0.00% No change 21 $2K
Fairscale Capital, LLC 0.00% No change 12 $859
Bogart Wealth, LLC 0.00% No change 12 $859
Register Financial Advisors LLC 0.00% No change 9 $644
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 7 $491

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