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
Jaffetilchin Investment Partners, LLC 0.04% Add +0.6% 8,232 $580K
Two Sigma Investments, LP 0.00% New 8,200 $578K
Coastal Bridge Advisors, LLC 0.05% No change 8,112 $572K
Ameritas Advisory Services, LLC 0.03% Add +0.1% 8,003 $564K
CX Institutional 0.02% Add +936.8% 7,994 $563K
Thrivent Financial for Lutherans 0.00% Reduce -59.1% 7,843 $553K
Perigon Wealth Management, LLC 0.01% Add +0.0% 7,813 $551K
Bellwether Advisors, LLC 0.09% Reduce -7.0% 7,545 $532K
MAI Capital Management 0.00% Add +0.5% 7,274 $513K
Patriot Investment Management Group, Inc. 0.03% Add +0.1% 6,913 $487K
Global Retirement Partners, LLC 0.01% — 6,893 $486K
Blankinship & Foster, LLC 0.11% Add +0.4% 6,798 $479K
Retirement Planning Group, LLC / NY 0.42% Reduce -7.4% 6,752 $476K
Virtue Capital Management, LLC 0.09% New 6,750 $476K
Calton & Associates, Inc. 0.08% Reduce -1.6% 6,734 $475K
Blair William & Co. 0.00% Reduce -5.7% 6,591 $465K
Cerity Partners LLC 0.00% Reduce -0.6% 6,576 $463K
Focus Financial Network, Inc. 0.02% Add +106.7% 6,529 $460K
Schmidt P J Investment Management Inc. 0.08% Reduce -45.7% 6,490 $457K
Harbour Investments, Inc. 0.01% Add +325.2% 6,488 $457K
Federation des caisses Desjardins du Quebec 0.00% Add +4.5% 6,478 $457K
HRT Financial LP 0.00% New 6,306 $444K
Ferguson Wellman Capital Management, Inc. 0.01% No change 6,285 $443K
Pacific Sun Financial Corp 0.23% No change 6,201 $437K
Cottonwood Capital Advisors, LLC 0.28% Reduce -0.2% 5,842 $412K
Sunbelt Securities, Inc. 0.04% Add +3036.0% 6,272 $411K
Thoroughbred Financial Services, LLC 0.03% Reduce -42.0% 5,785 $407K
PNC Financial Services Group, Inc. 0.00% No change 5,679 $400K
&partners 0.00% Add +4.0% 5,549 $391K
FLP Wealth Management, LLC 1.07% New 5,430 $383K
Independent Financial Group, LLC 0.01% Add +43.0% 5,298 $373K
World Investment Advisors 0.01% Reduce -10.9% 5,233 $369K
RFG Advisory, LLC 0.01% Add +46.8% 5,232 $369K
Northern Trust Corp. 0.00% No change 5,146 $363K
Founders Financial Securities LLC 0.03% Reduce -23.0% 5,049 $356K
Greenleaf Trust 0.00% No change 4,983 $351K
Atria Wealth Solutions, Inc. 0.01% Reduce -9.4% 4,969 $350K
Quantinno Capital Management LP 0.00% Add +31.7% 4,907 $346K
Graves Light Lenhart Wealth, Inc. 0.04% No change 4,851 $342K
Kesler, Norman & Wride, LLC 0.06% New 4,816 $339K
Brookstone Capital Management 0.00% Add +29.7% 4,714 $332K
One Charles Private Wealth Services, LLC 0.09% Reduce -2.8% 4,650 $328K
National Bank of Canada 0.00% No change 4,617 $325K
Brown Brothers Harriman & Co. 0.00% No change 4,500 $317K
Beacon Financial Advisory LLC 0.08% Reduce -20.0% 4,479 $316K
Sonata Capital Group Inc. 0.13% Add +5.9% 4,470 $315K
Gladstone Institutional Advisory LLC 0.01% New 4,372 $308K
U.S. Capital Wealth Advisors, LLC 0.01% Add +25.2% 4,339 $306K
Garrison Point Advisors, LLC 0.14% No change 4,263 $300K
Cordatus Wealth Management LLC 0.07% No change 4,233 $298K
Arkadios Wealth Advisors 0.01% New 4,151 $293K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -7.8% 4,145 $292K
GPS Wealth Strategies Group, LLC 0.03% Reduce -11.8% 4,046 $285K
Symphony Financial Services, Inc. 0.17% No change 4,033 $284K
Sowell Financial Services LLC 0.01% Add +0.3% 4,030 $284K
Adirondack Trust Co. 0.10% Reduce -0.4% 3,984 $281K
Milestone Asset Management Group, LLC 0.20% Add +7.0% 3,848 $271K
Bank of New York Mellon Corp 0.00% Add +21.6% 3,736 $263K
GeoWealth Management, LLC 0.01% Reduce -53.1% 3,699 $261K
Affiance Financial, LLC 0.05% No change 3,675 $259K
PKS Advisory Services, LLC 0.06% No change 3,650 $257K
Bailard, Inc. 0.01% No change 3,633 $256K
Sigma Planning Corp 0.01% Reduce -2.5% 3,604 $254K
V2 Financial group LLC 0.15% No change 3,600 $254K
Apollon Wealth Management, LLC 0.00% No change 3,507 $247K
Triumph Capital Management 0.07% Reduce -15.5% 3,434 $242K
CoreCap Advisors, LLC 0.01% Add +5.7% 3,416 $241K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 3,370 $238K
Vertex Planning Partners, LLC 0.05% No change 3,368 $237K
Vontobel Holding Ltd. 0.00% No change 3,300 $233K
Diversified Enterprises, LLC 0.02% Add +0.0% 3,289 $232K
Fifth Third Securities, Inc. 0.02% New 3,262 $230K
Moneta Group Investment Advisors LLC 0.00% No change 3,240 $228K
Meridian Wealth Management, LLC 0.01% Add +2.1% 3,194 $225K
TSA Wealth Managment LLC 0.08% No change 3,120 $220K
Patten & Patten Inc. 0.01% No change 3,009 $212K
Fiera Capital Corp 0.00% No change 3,000 $211K
Delta Capital Management LLC 0.12% No change 3,000 $211K
Picton Mahoney Asset Management 0.00% Add +16.0% 2,900 $205K
Scotia Capital Inc. 0.00% No change 2,897 $204K
EP Wealth Advisors, LLC 0.00% Add +43.3% 2,885 $203K
J.W. Cole Advisors, Inc. 0.00% New 2,842 $200K
Qube Research & Technologies Ltd 0.00% New 2,623 $185K
Farther Finance Advisors, LLC 0.00% Add +328.5% 2,571 $181K
AE Wealth Management LLC 0.00% Add +137.8% 2,333 $164K
Montag A & Associates Inc. 0.01% No change 2,250 $159K
Johnson Financial Group, Inc. 0.01% No change 2,100 $148K
Citigroup Inc. 0.00% Add +167.9% 1,752 $123K
Clearstead Advisors, LLC 0.00% Reduce -22.6% 1,649 $116K
Atlantic Union Bankshares Corp 0.00% New 1,570 $111K
Steph & Co. 0.04% No change 1,530 $108K
Allworth Financial LP 0.00% Reduce -39.8% 1,449 $102K
MGB Wealth Management, LLC 0.03% Add +0.5% 1,432 $101K
Archer Investment Corp 0.02% Add +0.3% 1,368 $96K
CIBC Private Wealth Group LLC 0.00% No change 1,359 $96K
Private Wealth Asset Management, LLC 0.01% No change 1,341 $95K
SYM FINANCIAL Corp 0.01% Add +0.6% 1,335 $94K
Hazlett, Burt & Watson, Inc. 0.04% No change 1,260 $89K
Medallion Wealth Advisors, LLC 0.03% No change 1,170 $82K
Spire Wealth Management 0.00% No change 1,128 $80K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,125 $79K
Quest 10 Wealth Builders, Inc. 0.07% No change 1,023 $72K
IFP Advisors, Inc 0.00% Add +5.6% 1,003 $71K
Colonial Trust Advisors 0.01% Reduce -32.0% 954 $67K
Capital Investment Advisory Services, LLC 0.01% Add +0.5% 893 $63K
N.E.W. Advisory Services LLC 0.01% Reduce -49.9% 882 $62K
Parallel Advisors, LLC 0.00% Add +23.8% 849 $60K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 831 $59K
TD Waterhouse Canada Inc. 0.00% Reduce -63.2% 822 $58K
Nova Wealth Management, Inc. 0.04% Add +286.3% 815 $57K
Millstone Evans Group, LLC 0.04% New 811 $57K
Whittier Trust Co. of Nevada Inc. 0.00% No change 750 $53K
Front Row Advisors LLC 0.02% Reduce -28.2% 732 $52K
First Horizon Advisors, Inc. 0.00% No change 627 $44K
Private Trust Co. NA 0.00% No change 606 $43K
SOA Wealth Advisors, LLC. 0.01% Add +0.5% 576 $41K
Glass Jacobson Investment Advisors llc 0.01% Add +0.4% 527 $37K
Physician Wealth Advisors, Inc. 0.01% Add +0.4% 486 $34K
US Bancorp \de 0.00% No change 456 $32K
Colonial Trust Co / SC 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
Ball & Co Wealth Management Inc. 0.03% Add +13.4% 449 $31K
Ancora Advisors LLC 0.00% No change 420 $30K
Bangor Savings Bank 0.00% No change 408 $29K
Parkside Financial Bank & Trust 0.00% New 406 $29K
Pineridge Advisors LLC 0.01% Add +0.6% 354 $25K
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% No change 297 $21K
Country Trust Bank 0.00% No change 240 $17K
New Millennium Group LLC 0.01% Reduce -8.6% 213 $15K
Tradewinds Capital Management, LLC 0.00% No change 204 $14K
Capital Analysts, LLC 0.00% No change 198 $14K
NBT Bank, N.A. 0.00% No change 195 $14K
Lanark Financial, Inc. 0.00% New 196 $13K
Caldwell Sutter Capital, Inc. 0.01% No change 165 $12K
O'shaughnessy Asset Management, LLC 0.00% Reduce -8.8% 165 $12K
West Paces Advisors Inc. 0.00% New 143 $10K
Fortis Group Advisors, LLC 0.00% No change 126 $9K
Armstrong Advisory Group, Inc. 0.00% New 123 $9K
Olistico Wealth, LLC 0.00% Add +207.7% 120 $8K
CBIZ Investment Advisory Services, LLC 0.00% No change 107 $8K
Main Street Group, LTD 0.00% No change 102 $7K
Financial Gravity Companies, Inc. 0.00% — 96 $7K
Signaturefd, LLC 0.00% No change 87 $6K
Blue Trust, Inc. 0.00% No change 75 $5K
Founders Financial Alliance, LLC 0.00% Add +1.6% 65 $5K
Aptus Capital Advisors, LLC 0.00% No change 51 $4K
AlphaCore Capital LLC 0.00% New 50 $4K
EPG Wealth Management LLC 0.00% No change 45 $3K
Covestor Ltd 0.00% No change 30 $2K
Oakworth Capital, Inc. 0.00% No change 21 $1K
Russell Investments Group, Ltd. 0.00% New 18 $1K
Fairscale Capital, LLC 0.00% No change 12 $822
Register Financial Advisors LLC 0.00% No change 9 $634

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