iShares US Consumer StaplesIYKETF

13F holders, Q2 2025 (June 30)
257holders +1
31new positions
29sold out
$70.52avg. 13F price*

At the end of Q2 2025, 257 institutions reported holding iShares US Consumer Staples (IYK) in their 13F filings, up 1 from Q1 2025. 31 opened new positions and 29 sold out. The largest holders were PGIM Custom Harvest LLC ($111.0M), Bank of America Corp. ($67.8M) and LPL Financial LLC ($64.8M).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions31$29.5M
Exits29$147.3M

All 13F filers, Q1 2025 → Q2 2025: 1,794,031 shares bought and 2,668,166 shares sold, net −874,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 257 holders

PGIM Custom Harvest LLC 2.29% Add +1.0% 1,575,322 $111.0M
Bank of America Corp. 0.01% Add +54.2% 961,699 $67.8M
LPL Financial LLC 0.02% Add +7.2% 919,966 $64.8M
Ameriprise Financial Inc. 0.01% Reduce -11.0% 724,173 $51.1M
Morgan Stanley 0.00% Add +1.7% 648,945 $45.7M
Northwestern Mutual Wealth Management Co. 0.03% Add +2.6% 536,501 $37.8M
UBS Group AG 0.01% Add +3.0% 467,813 $33.0M
Royal Bank of Canada 0.01% Add +155.0% 441,702 $31.1M
Cambridge Investment Research Advisors, Inc. 0.06% Add +11.4% 288,797 $20.4M
Wells Fargo & Company 0.00% Add +24.5% 287,896 $20.3M
Ocean Park Asset Management, LLC 0.68% No change 269,466 $19.3M
Goldman Sachs Group Inc. 0.00% Add +15.7% 261,865 $18.5M
Captrust Financial Advisors 0.03% Add +1977.7% 186,389 $13.1M
Cetera Investment Advisers 0.02% Add +8.5% 172,194 $12.1M
Osaic Holdings, Inc. 0.02% Add +9.5% 137,128 $9.7M
Raymond James Financial Inc. 0.00% Add +12.0% 136,551 $9.6M
Cibc World Market Inc. 0.02% Add +0.1% 119,680 $8.4M
Zurich Insurance Group Ltd 0.06% New 111,100 $7.9M
Mgo One Seven LLC 0.21% Add +1.1% 90,332 $6.4M
NewEdge Advisors, LLC 0.03% Add +213.2% 73,292 $5.2M
CW Advisors, LLC 0.05% Add +1.1% 72,925 $5.1M
Commonwealth Equity Services, LLC 0.01% Reduce -75.9% 68,554 $4.8M
Steward Partners Investment Advisory, LLC 0.04% Add +1294.0% 63,735 $4.5M
SFI Advisors, LLC 3.06% Reduce -7.0% 62,708 $4.4M
Peak Planning Group, LLC 2.80% New 62,005 $4.4M
Envestnet Asset Management Inc. 0.00% Reduce -4.0% 54,637 $3.9M
Susquehanna International Group, LLP 0.01% Add +186.4% 50,439 $3.6M
BNP Paribas Financial Markets 0.00% Reduce -56.5% 50,004 $3.5M
Oppenheimer & Co. Inc. 0.04% New 48,161 $3.4M
MML Investors Services, LLC 0.01% Add +9.4% 45,816 $3.2M
Jones Financial Companies LLLP 0.00% Add +38.0% 45,787 $3.2M
WealthCare Investment Partners, LLC 1.14% Reduce -10.2% 44,558 $3.2M
Conservest Capital Advisors, Inc. 0.31% Add +0.4% 44,344 $3.1M
First Citizens Financial Corp 1.54% Reduce -11.0% 39,725 $2.8M
Penobscot Wealth Management 0.99% Reduce -0.8% 39,192 $2.8M
Principal Securities, Inc. 0.05% Reduce -12.4% 38,579 $2.7M
HighTower Advisors, LLC 0.00% Add +197.6% 35,824 $2.5M
Cercano Management LLC 0.06% Reduce -16.0% 29,967 $2.1M
JPMorgan Chase & Co. 0.00% Add +3.8% 28,807 $2.0M
Money Concepts Capital Corp. 0.13% Add +2.2% 28,323 $2.0M
Avantax Advisory Services, Inc. 0.01% Add +5.4% 26,761 $1.9M
B. Riley Wealth Advisors, Inc. 0.09% Add +15.8% 26,166 $1.8M
Matthew Goff Investment Advisor, LLC 0.33% Reduce -2.8% 25,625 $1.8M
Kestra Advisory Services, LLC 0.01% Add +13.7% 25,189 $1.8M
NorthCoast Asset Management LLC 0.01% New 25,021 $1.8M
EWG Elevate Inc. 0.54% New 24,886 $1.8M
Private Advisor Group, LLC 0.01% Reduce -6.1% 24,857 $1.8M
Wall Street Financial Group, Inc. 1.54% Reduce -46.4% 24,280 $1.7M
Moneco Advisors, LLC 0.16% New 24,207 $1.7M
Creative Planning 0.00% Add +0.5% 23,866 $1.7M
Janney Montgomery Scott LLC 0.00% Add +5.5% 22,476 $1.6M
Equitable Holdings, Inc. 0.01% Add +12.9% 21,744 $1.5M
Geneos Wealth Management Inc. 0.04% Add +179.7% 21,450 $1.5M
Wakefield Asset Management LLLP 0.42% Reduce -3.4% 21,131 $1.5M
Comerica Bank 0.01% Add +1876.4% 20,416 $1.4M
Sovran Advisors, LLC 0.14% Reduce -4.6% 18,829 $1.3M
Waterloo Capital, L.P. 0.10% Reduce -2.1% 18,232 $1.3M
Corient Private Wealth LP 0.00% Add +43.4% 18,009 $1.3M
Adams Wealth Management 0.24% Reduce -80.0% 17,671 $1.2M
CacheTech Inc. 0.23% Reduce -80.0% 17,671 $1.2M
Stonebridge Financial Planning Group, LLC 0.51% Add +0.0% 17,297 $1.2M
IHT Wealth Management, LLC 0.03% Reduce -3.9% 16,989 $1.2M
Sanctuary Advisors, LLC 0.01% Add +34.9% 16,754 $1.2M
Stillwater Capital Advisors, LLC 0.15% Reduce -0.3% 16,256 $1.1M
Nikulski Financial, Inc. 0.31% New 15,935 $1.1M
Mariner, LLC 0.00% Add +224.1% 13,580 $957K
Merit Financial Group, LLC 0.01% Add +0.1% 13,169 $928K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -3.2% 12,761 $899K
Atria Investments, Inc 0.01% Add +347.7% 12,665 $893K
Bessemer Group Inc. 0.00% Reduce -14.1% 12,519 $882K
Cwm, LLC 0.00% Add +0.4% 12,412 $875K
Mutual Advisors, LLC 0.02% Reduce -12.3% 12,431 $872K
Simmons Bank 0.06% Reduce -3.0% 12,315 $868K
FMR LLC 0.00% Add +3.2% 12,277 $865K
Essex LLC 0.17% Reduce -0.3% 12,073 $851K
DAVENPORT & Co LLC 0.00% Reduce -27.9% 11,780 $830K
Comprehensive Wealth Management, LLC 0.66% Reduce -2.3% 11,568 $815K
Accel Wealth Management 0.27% Add +1.9% 11,469 $808K
Tower Research Capital LLC (TRC) 0.02% Add +162614.3% 11,390 $803K
Brown Advisory Inc. 0.00% No change 11,346 $800K
Smartleaf Asset Management LLC 0.07% New 11,291 $792K
Rockefeller Capital Management L.P. 0.00% Reduce -20.9% 11,174 $788K
Stifel Financial Corp. 0.00% Reduce -7.9% 11,166 $787K
Lakeshore Capital Group, Inc. 0.70% Add +4.7% 11,147 $786K
Wealth Enhancement Advisory Services, LLC 0.00% Add +10.2% 10,844 $772K
Bank of Montreal 0.00% Add +1.6% 10,917 $769K
New Insight Wealth Advisors 0.31% Add +1.3% 10,747 $757K
KKM Financial LLC 0.26% New 10,682 $753K
Kestra Private Wealth Services, LLC 0.01% New 10,609 $748K
TFB Advisors LLC 0.19% Add +0.6% 10,156 $716K
Liberty Wealth Management LLC 0.11% New 9,630 $679K
Creative Financial Designs Inc. 0.05% Add +1.2% 9,207 $649K
Atlas Private Wealth Advisors 0.08% Add +45.5% 9,056 $638K
Truist Financial Corp. 0.00% Add +3.7% 8,957 $631K
Prospera Financial Services Inc 0.01% No change 8,912 $628K
Concurrent Investment Advisors, LLC 0.01% Add +11.7% 8,895 $627K
Glenview Trust Co 0.01% Reduce -4.3% 8,750 $617K
Marshall Wace, LLP 0.00% New 8,587 $605K
Partners Wealth Management, LLC 0.68% No change 8,307 $595K
Franklin Resources Inc. 0.00% Add +3.7% 8,267 $583K

"% 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 257 holders