iShares US Consumer StaplesIYKETF

13F holders, Q4 2025 (December 31)
269holders +14
34new positions
30sold out
2famous investors
$66.94avg. 13F price*

At the end of Q4 2025, 269 institutions reported holding iShares US Consumer Staples (IYK) in their 13F filings, up 14 from Q3 2025. 34 opened new positions and 30 sold out. The largest holders were LPL Financial LLC ($63.3M), Morgan Stanley ($44.8M) and Bank of America Corp. ($40.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions34$18.0M
Exits30$28.4M

All 13F filers, Q3 2025 → Q4 2025: 1,083,914 shares bought and 2,739,486 shares sold, net −1,655,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 269 holders

LPL Financial LLC 0.02% Add +9.5% 945,393 $63.3M
Morgan Stanley 0.00% Add +8.9% 669,862 $44.8M
Bank of America Corp. 0.00% Add +3.4% 597,433 $40.0M
Steward Partners Investment Advisory, LLC 0.20% Add +10.8% 538,120 $36.0M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -0.8% 531,445 $35.6M
UBS Group AG 0.01% Reduce -5.7% 473,456 $31.7M
PGIM Custom Harvest LLC 0.34% Reduce -77.9% 347,875 $23.3M
Cambridge Investment Research Advisors, Inc. 0.05% Add +3.6% 303,110 $20.3M
Raymond James Financial Inc. 0.01% Add +119.4% 294,001 $19.7M
Goldman Sachs Group Inc. 0.00% Reduce -0.0% 283,892 $19.0M
Royal Bank of Canada 0.00% Reduce -3.5% 276,479 $18.5M
Citadel Advisors 0.01% Add +876.5% 267,854 $17.9M
Wells Fargo & Company 0.00% Add +1.6% 223,886 $15.0M
Cetera Investment Advisers 0.02% Add +1.6% 211,172 $14.1M
Osaic Holdings, Inc. 0.02% Reduce -4.1% 188,196 $12.6M
Ameriprise Financial Inc. 0.00% Reduce -70.9% 162,097 $10.8M
Cibc World Market Inc. 0.02% Add +3.4% 126,669 $8.5M
Zurich Insurance Group Ltd 0.05% No change 111,100 $7.5M
BNP Paribas Financial Markets 0.00% Reduce -60.1% 99,504 $6.7M
Mgo One Seven LLC 0.13% Add +4.9% 97,429 $6.5M
WealthSpring Partners, LLC 6.66% — 97,204 $6.5M
Thrivent Financial for Lutherans 0.01% Add +16.8% 61,391 $4.1M
Envestnet Asset Management Inc. 0.00% Reduce -9.5% 56,667 $3.8M
Jones Financial Companies LLLP 0.00% Add +9.8% 54,291 $3.6M
Aspen Wealth Strategies, LLC 1.77% New 48,428 $3.2M
Susquehanna International Group, LLP 0.00% Add +88.2% 46,563 $3.1M
SFI Advisors, LLC 1.96% Reduce -25.8% 45,732 $3.1M
JPMorgan Chase & Co. 0.00% Add +92.1% 45,471 $3.0M
NewEdge Advisors, LLC 0.01% Add +0.6% 45,283 $3.0M
Conservest Capital Advisors, Inc. 0.27% Reduce -0.1% 44,527 $3.0M
MML Investors Services, LLC 0.01% Reduce -13.6% 44,316 $3.0M
Principal Securities, Inc. 0.04% Add +5.1% 43,622 $2.9M
Commonwealth Equity Services, LLC 0.00% Reduce -83.9% 42,074 $2.8M
Littlejohn Financial Services, Inc. 2.00% New 40,601 $2.7M
First Citizens Financial Corp 1.28% Reduce -2.4% 38,666 $2.6M
Penobscot Wealth Management 0.80% Reduce -2.2% 38,559 $2.6M
Money Concepts Capital Corp. 0.13% Add +16.1% 34,855 $2.3M
WealthCare Investment Partners, LLC 0.66% Reduce -9.8% 33,919 $2.3M
Leo Wealth, LLC 0.16% New 32,014 $2.1M
AssuredPartners Investment Advisors, LLC 0.30% Add +383.8% 30,305 $2.0M
Kestra Advisory Services, LLC 0.01% Add +37.6% 27,347 $1.8M
Janney Montgomery Scott LLC 0.00% Add +29.4% 27,022 $1.8M
Sanctuary Advisors, LLC 0.01% Add +23.3% 24,732 $1.7M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -16.5% 21,722 $1.5M
Wall Street Financial Group, Inc. 1.01% Reduce -7.0% 20,772 $1.4M
Geneos Wealth Management Inc. 0.03% Reduce -3.6% 20,447 $1.4M
Focus Partners Wealth 0.00% Add +386.4% 20,083 $1.3M
Qube Research & Technologies Ltd 0.00% New 19,579 $1.3M
Waterloo Capital, L.P. 0.09% Reduce -0.2% 18,535 $1.2M
Sovran Advisors, LLC 0.10% Reduce -0.2% 17,499 $1.2M
Comprehensive Wealth Management, LLC 0.72% Add +13.9% 18,179 $1.2M
BCS Wealth Management 0.12% New 18,000 $1.2M
Stifel Financial Corp. 0.00% Reduce -4.6% 17,169 $1.1M
Mawer Investment Management Ltd. 0.01% New 16,980 $1.1M
Equitable Holdings, Inc. 0.01% Reduce -15.4% 16,805 $1.1M
Adams Wealth Management 0.23% Reduce -33.8% 16,279 $1.1M
CacheTech Inc. 0.20% Reduce -33.8% 16,279 $1.1M
Stonebridge Financial Planning Group, LLC 0.39% Reduce -6.9% 16,104 $1.1M
IHT Wealth Management, LLC 0.03% Add +1.0% 15,951 $1.1M
Moneco Advisors, LLC 0.08% Reduce -20.7% 15,740 $1.1M
Stillwater Capital Advisors, LLC 0.10% Add +0.4% 14,316 $958K
Merit Financial Group, LLC 0.01% Add +10.9% 14,187 $949K
Mutual Advisors, LLC 0.02% Add +29.8% 13,605 $910K
Corient Private Wealth LP 0.00% Reduce -2.1% 13,535 $906K
HighTower Advisors, LLC 0.00% Add +10.3% 13,415 $898K
Captrust Financial Advisors 0.00% Reduce -92.6% 13,041 $873K
Asset One Wealth Management LLC 0.12% — 12,109 $871K
Franklin Resources Inc. 0.00% No change 12,717 $851K
FMR LLC 0.00% Add +8.6% 12,649 $846K
Bessemer Group Inc. 0.00% No change 12,519 $838K
Virtue Capital Management, LLC 0.13% New 12,423 $829K
Mariner, LLC 0.00% Reduce -9.3% 12,287 $822K
Simmons Bank 0.05% No change 12,065 $807K
Cwm, LLC 0.00% Reduce -1.6% 11,973 $801K
TFB Advisors LLC 0.22% Reduce -2.1% 11,633 $778K
Liberty Wealth Management LLC 0.10% Add +12.9% 11,524 $771K
Brown Advisory Inc. 0.00% Add +1.3% 11,491 $769K
Welch Group, LLC 0.03% New 11,467 $767K
Essex LLC 0.13% Reduce -2.6% 11,378 $761K
Kestra Private Wealth Services, LLC 0.01% Add +5.7% 11,375 $761K
Rockefeller Capital Management L.P. 0.00% Add +1.6% 11,348 $759K
Lakeshore Capital Group, Inc. 0.60% Reduce -0.1% 11,219 $751K
Bank of Montreal 0.00% Add +27.3% 11,015 $737K
Creative Planning 0.00% Reduce -55.2% 10,744 $719K
Commonwealth Retirement Investments LLC 0.23% New 10,625 $711K
Scotia Capital Inc. 0.00% Reduce -41.7% 10,513 $704K
Boston Research & Management Inc. 0.16% New 10,500 $703K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.0% 10,409 $686K
Arkadios Wealth Advisors 0.01% Add +170.4% 10,138 $678K
New Insight Wealth Advisors 0.24% Reduce -4.3% 10,040 $672K
Concurrent Investment Advisors, LLC 0.01% Add +10.7% 9,995 $669K
HighPoint Advisor Group LLC 0.01% New 9,960 $667K
Creative Financial Designs Inc. 0.04% Add +10.2% 9,874 $661K
Comerica Bank 0.00% Add +3.8% 9,553 $639K
Atria Investments, Inc 0.01% Reduce -28.5% 9,545 $639K
Prospera Financial Services Inc 0.01% Add +4.4% 9,357 $626K
Stone Wealth Partners 0.54% — 9,080 $608K
Partners Wealth Management, LLC 0.59% Add +1.8% 8,457 $566K
Jaffetilchin Investment Partners, LLC 0.03% Add +1.0% 8,366 $560K
Targeted Financial Services LLC 0.48% — 8,275 $554K

"% 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 269 holders