iShares US Consumer StaplesIYKETF

13F holders, Q3 2025 (September 30)
255holders −2
26new positions
25sold out
2famous investors
$68.39avg. 13F price*

At the end of Q3 2025, 255 institutions reported holding iShares US Consumer Staples (IYK) in their 13F filings, down 2 from Q2 2025. 26 opened new positions and 25 sold out. The largest holders were PGIM Custom Harvest LLC ($107.8M), LPL Financial LLC ($59.0M) and Morgan Stanley ($42.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions26$16.8M
Exits25$29.2M

All 13F filers, Q2 2025 → Q3 2025: 1,354,516 shares bought and 1,512,532 shares sold, net −158,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 255 holders

PGIM Custom Harvest LLC 1.62% Add +0.1% 1,576,820 $107.8M
LPL Financial LLC 0.02% Reduce -6.2% 863,163 $59.0M
Morgan Stanley 0.00% Reduce -5.2% 615,089 $42.1M
Bank of America Corp. 0.00% Reduce -39.9% 577,941 $39.5M
Ameriprise Financial Inc. 0.01% Reduce -23.0% 557,565 $38.1M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -0.1% 535,867 $36.6M
UBS Group AG 0.01% Add +7.3% 501,782 $34.3M
Steward Partners Investment Advisory, LLC 0.19% Add +662.0% 485,657 $33.2M
Cambridge Investment Research Advisors, Inc. 0.06% Add +1.3% 292,520 $20.0M
Royal Bank of Canada 0.00% Reduce -35.1% 286,639 $19.6M
Goldman Sachs Group Inc. 0.00% Add +8.4% 283,957 $19.4M
Commonwealth Equity Services, LLC 0.02% Add +280.2% 260,660 $17.8M
BNP Paribas Financial Markets 0.01% Add +398.8% 249,432 $17.1M
Wells Fargo & Company 0.00% Reduce -23.5% 220,300 $15.1M
Cetera Investment Advisers 0.02% Add +20.7% 207,881 $14.2M
Osaic Holdings, Inc. 0.02% Add +43.1% 196,268 $13.5M
Captrust Financial Advisors 0.02% Reduce -5.2% 176,748 $12.1M
Raymond James Financial Inc. 0.00% Reduce -1.9% 134,010 $9.2M
Cibc World Market Inc. 0.02% Add +2.3% 122,465 $8.4M
Zurich Insurance Group Ltd 0.05% No change 111,100 $7.6M
Mgo One Seven LLC 0.15% Add +2.8% 92,897 $6.4M
Peak Planning Group, LLC 2.37% Add +7.3% 66,519 $4.5M
Envestnet Asset Management Inc. 0.00% Add +14.6% 62,620 $4.3M
SFI Advisors, LLC 2.69% Reduce -1.7% 61,668 $4.2M
Thrivent Financial for Lutherans 0.01% Add +570.2% 52,563 $3.6M
MML Investors Services, LLC 0.01% Add +12.0% 51,303 $3.5M
Advisors Capital Management, LLC 0.04% New 50,219 $3.4M
Jones Financial Companies LLLP 0.00% Add +8.0% 49,448 $3.4M
Quadrature Capital Ltd 0.04% New 48,449 $3.3M
Oppenheimer & Co. Inc. 0.04% Reduce -1.0% 47,669 $3.3M
NewEdge Advisors, LLC 0.01% Reduce -38.6% 45,009 $3.1M
Conservest Capital Advisors, Inc. 0.28% Add +0.5% 44,557 $3.0M
Principal Securities, Inc. 0.05% Add +7.6% 41,521 $2.8M
First Citizens Financial Corp 1.34% Reduce -0.3% 39,595 $2.7M
Penobscot Wealth Management 0.87% Add +0.6% 39,419 $2.7M
WealthCare Investment Partners, LLC 0.83% Reduce -15.6% 37,610 $2.6M
Money Concepts Capital Corp. 0.13% Add +6.0% 30,010 $2.1M
Citadel Advisors 0.00% New 27,429 $1.9M
Deepwater Asset Management, LLC 0.71% New 26,139 $1.8M
Matthew Goff Investment Advisor, LLC 0.31% Add +2.0% 26,135 $1.8M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -0.5% 26,025 $1.8M
Wealthstar Advisors, LLC 0.70% New 25,940 $1.8M
Cercano Management LLC 0.07% Reduce -15.1% 25,446 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -51.0% 24,738 $1.7M
Adams Wealth Management 0.36% Add +39.2% 24,596 $1.7M
CacheTech Inc. 0.34% Add +39.2% 24,596 $1.7M
Creative Planning 0.00% Add +0.5% 23,976 $1.6M
JPMorgan Chase & Co. 0.00% Reduce -17.8% 23,675 $1.6M
Wall Street Financial Group, Inc. 1.12% Reduce -8.0% 22,348 $1.5M
Geneos Wealth Management Inc. 0.04% Reduce -1.2% 21,202 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -7.1% 20,885 $1.4M
NorthCoast Asset Management LLC 0.01% Reduce -17.8% 20,578 $1.4M
Sanctuary Advisors, LLC 0.01% Add +19.7% 20,058 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -21.1% 19,875 $1.4M
Equitable Holdings, Inc. 0.01% Reduce -8.7% 19,864 $1.4M
Moneco Advisors, LLC 0.11% Reduce -18.0% 19,856 $1.4M
Waterloo Capital, L.P. 0.09% Add +1.9% 18,571 $1.3M
Scotia Capital Inc. 0.01% Add +522.0% 18,019 $1.2M
Stifel Financial Corp. 0.00% Add +61.2% 17,999 $1.2M
Stonebridge Financial Planning Group, LLC 0.44% Add +0.0% 17,303 $1.2M
Sovran Advisors, LLC 0.10% Reduce -6.9% 17,538 $1.2M
Nikulski Financial, Inc. 0.27% Add +0.4% 15,993 $1.1M
Comprehensive Wealth Management, LLC 0.77% Add +37.9% 15,956 $1.1M
IHT Wealth Management, LLC 0.03% Reduce -7.0% 15,797 $1.1M
Stillwater Capital Advisors, LLC 0.11% Reduce -12.3% 14,260 $975K
Corient Private Wealth LP 0.00% Reduce -23.3% 13,819 $945K
Mariner, LLC 0.00% Reduce -0.2% 13,551 $927K
Atria Investments, Inc 0.01% Add +5.5% 13,356 $913K
Merit Financial Group, LLC 0.01% Reduce -2.9% 12,794 $875K
Franklin Resources Inc. 0.00% Add +53.8% 12,717 $870K
Bessemer Group Inc. 0.00% No change 12,519 $856K
Cwm, LLC 0.00% Reduce -2.0% 12,168 $832K
HighTower Advisors, LLC 0.00% Reduce -66.1% 12,158 $832K
Simmons Bank 0.06% Reduce -2.0% 12,065 $825K
TFB Advisors LLC 0.24% Add +17.0% 11,887 $817K
Essex LLC 0.14% Reduce -3.3% 11,678 $799K
FMR LLC 0.00% Reduce -5.2% 11,644 $796K
DAVENPORT & Co LLC 0.00% Reduce -2.3% 11,507 $787K
Brown Advisory Inc. 0.00% No change 11,346 $776K
Lakeshore Capital Group, Inc. 0.62% Add +0.8% 11,233 $768K
Rockefeller Capital Management L.P. 0.00% Reduce -0.1% 11,166 $764K
Kestra Private Wealth Services, LLC 0.01% Add +1.4% 10,763 $736K
KKM Financial LLC 0.23% No change 10,682 $731K
Mutual Advisors, LLC 0.02% Reduce -15.7% 10,479 $725K
New Insight Wealth Advisors 0.27% Reduce -2.3% 10,497 $718K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.9% 10,310 $702K
Liberty Wealth Management LLC 0.10% Add +6.0% 10,211 $698K
Comerica Bank 0.00% Reduce -54.9% 9,206 $630K
Concurrent Investment Advisors, LLC 0.01% Add +1.5% 9,031 $618K
Creative Financial Designs Inc. 0.04% Reduce -2.6% 8,963 $613K
Prospera Financial Services Inc 0.01% Add +0.6% 8,962 $613K
Accel Wealth Management 0.17% Reduce -24.3% 8,687 $594K
Bank of Montreal 0.00% Reduce -20.7% 8,653 $592K
Private Advisor Group, LLC 0.00% Reduce -65.2% 8,642 $591K
Partners Wealth Management, LLC 0.56% No change 8,307 $568K
Jaffetilchin Investment Partners, LLC 0.03% Add +0.6% 8,284 $567K
Coastal Bridge Advisors, LLC 0.04% No change 8,112 $555K
Truist Financial Corp. 0.00% Reduce -10.9% 7,976 $545K
Perigon Wealth Management, LLC 0.01% Add +0.0% 7,815 $535K
Federation des caisses Desjardins du Quebec 0.00% Add +15.9% 7,510 $514K

"% 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 255 holders