iShares US Consumer StaplesIYKETF
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $18.0M |
| Exits | 30 | $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.