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
Private Advisor Group, LLC 0.00% Reduce -4.7% 8,236 $551K
Signal Advisors Wealth, LLC 0.04% Add +63.5% 8,234 $551K
Truist Financial Corp. 0.00% Add +2.9% 8,205 $549K
Coastal Bridge Advisors, LLC 0.04% No change 8,112 $543K
DAVENPORT & Co LLC 0.00% Reduce -29.7% 8,089 $541K
Perigon Wealth Management, LLC 0.01% Add +0.0% 7,816 $523K
Federation des caisses Desjardins du Quebec 0.00% Add +4.0% 7,810 $523K
Glenview Trust Co 0.01% Add +17.4% 7,624 $510K
Bellwether Advisors, LLC 0.08% No change 7,461 $499K
Gsa Capital Partners LLP 0.04% Add +9.6% 7,414 $496K
MAI Capital Management 0.00% Add +0.9% 7,383 $494K
Accel Wealth Management 0.13% Reduce -16.5% 7,256 $486K
Tower Research Capital LLC (TRC) 0.01% Add +103257.1% 7,235 $484K
Blair William & Co. 0.00% Add +1.9% 7,056 $472K
Patriot Investment Management Group, Inc. 0.03% Add +0.1% 6,928 $464K
Blankinship & Foster, LLC 0.10% Add +0.8% 6,881 $460K
Global Retirement Partners, LLC 0.01% Reduce -2.8% 6,687 $447K
Pacific Sun Financial Corp 0.21% Reduce -1.7% 6,536 $437K
Ferguson Wellman Capital Management, Inc. 0.01% Add +3.6% 6,509 $436K
Bank of New York Mellon Corp 0.00% Add +52.9% 6,480 $434K
Bartlett & Co. Wealth Management LLC 0.01% New 6,446 $431K
Retirement Planning Group, LLC / NY 0.29% Reduce -4.1% 6,419 $430K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -6.2% 6,362 $426K
Vontobel Holding Ltd. 0.00% No change 6,000 $402K
Farther Finance Advisors, LLC 0.00% Add +118.6% 5,965 $399K
Cottonwood Capital Advisors, LLC 0.27% Reduce -0.6% 5,763 $386K
Schmidt P J Investment Management Inc. 0.06% Reduce -3.6% 5,712 $382K
Northern Trust Corp. 0.00% Add +8.4% 5,581 $373K
FLP Wealth Management, LLC 0.88% Add +4.8% 5,562 $372K
D. E. Shaw & Co. 0.00% New 5,442 $364K
Atlas Private Wealth Advisors 0.08% Reduce -12.9% 5,403 $362K
Retirement Planning Group, LLC 0.01% Add +53.9% 5,114 $342K
&partners 0.00% Reduce -4.6% 5,114 $342K
Greenleaf Trust 0.00% No change 4,983 $333K
Founders Financial Securities LLC 0.02% New 4,945 $331K
Garrison Point Advisors, LLC 0.14% Add +8.2% 4,878 $326K
Graves Light Lenhart Wealth, Inc. 0.03% No change 4,851 $325K
Odyssey Capital Advisors, Inc. 0.28% — 4,757 $318K
Thoroughbred Financial Services, LLC 0.02% Reduce -13.0% 4,733 $316K
Ameritas Advisory Services, LLC 0.01% Add +695.4% 4,645 $311K
Symphony Financial Services, Inc. 0.16% Add +3.4% 4,588 $307K
U.S. Capital Wealth Advisors, LLC 0.01% Add +0.1% 4,536 $304K
Beacon Financial Advisory LLC 0.07% Add +0.6% 4,520 $303K
Cerity Partners LLC 0.00% Reduce -5.9% 4,479 $300K
Sonata Capital Group Inc. 0.11% No change 4,470 $299K
Calton & Associates, Inc. 0.04% Reduce -23.4% 4,463 $299K
Gladstone Institutional Advisory LLC 0.01% Add +1.7% 4,377 $293K
One Charles Private Wealth Services, LLC 0.08% Reduce -0.5% 4,369 $292K
Key Client Fiduciary Advisors, LLC 0.10% New 4,338 $290K
Cordatus Wealth Management LLC 0.07% No change 4,233 $283K
Citizens Financial Group Inc. 0.00% No change 4,230 $283K
National Bank of Canada 0.00% Reduce -6.6% 4,217 $282K
Quantinno Capital Management LP 0.00% Reduce -8.1% 3,995 $267K
MLP3, LLC 0.28% — 3,855 $258K
CoreCap Advisors, LLC 0.01% Add +15.1% 3,753 $251K
Brookstone Capital Management 0.00% Reduce -12.2% 3,718 $249K
Milestone Asset Management Group, LLC 0.14% Reduce -7.0% 3,636 $243K
Bailard, Inc. 0.01% No change 3,633 $243K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -13.0% 3,606 $241K
V2 Financial group LLC 0.12% No change 3,600 $241K
Patten & Patten Inc. 0.01% Reduce -7.9% 3,562 $238K
Cassaday & Co Wealth Management LLC 0.01% New 3,553 $238K
IFP Advisors, Inc 0.01% Add +53.6% 3,509 $235K
Apollon Wealth Management, LLC 0.00% No change 3,507 $235K
CX Institutional 0.01% Add +241.1% 3,418 $229K
Novak & Powell Financial Services, Inc. 0.12% Reduce -31.0% 3,401 $228K
Stronghold Wealth Management L.L.C. 0.33% — 3,315 $222K
Sigma Planning Corp 0.01% Add +0.5% 3,315 $222K
Diversified Enterprises, LLC 0.01% Add +0.1% 3,294 $220K
High Point Wealth Management, LLC 0.21% — 3,283 $220K
Stratos Investment Management, LLC 0.01% Reduce -8.6% 3,244 $217K
Moneta Group Investment Advisors LLC 0.00% No change 3,240 $217K
Beacon Pointe Advisors, LLC 0.00% New 3,218 $215K
Evoke Wealth, LLC 0.00% New 3,126 $209K
Adirondack Trust Co. 0.07% Reduce -14.1% 3,095 $207K
Independent Financial Group, LLC 0.00% Add +0.1% 3,056 $205K
Delta Capital Management LLC 0.11% No change 3,000 $201K
Activest Wealth Management 0.04% No change 2,850 $191K
PNC Financial Services Group, Inc. 0.00% Reduce -16.6% 2,565 $172K
Picton Mahoney Asset Management 0.00% Reduce -29.4% 2,400 $161K
Montag A & Associates Inc. 0.01% No change 2,250 $151K
Citigroup Inc. 0.00% Add +81.3% 2,203 $147K
Johnson Financial Group, Inc. 0.01% No change 2,100 $141K
Clearstead Advisors, LLC 0.00% Add +20.5% 2,000 $134K
Nova Wealth Management, Inc. 0.08% Add +106.2% 1,821 $122K
Litman Gregory Wealth Management LLC 0.01% New 1,809 $121K
N.E.W. Advisory Services LLC 0.01% Add +101.0% 1,779 $119K
Bayban 0.10% — 1,750 $117K
Sound Income Strategies, LLC 0.00% New 1,497 $104K
Steph & Co. 0.03% No change 1,530 $102K
MGB Wealth Management, LLC 0.03% Add +0.8% 1,509 $101K
Pursuit Wealth Strategies, LLC 0.14% — 1,490 $100K
CIBC Private Wealth Group LLC 0.00% Add +0.7% 1,368 $92K
Private Wealth Asset Management, LLC 0.01% No change 1,341 $90K
Archer Investment Corp 0.02% Reduce -22.8% 1,335 $89K
Allworth Financial LP 0.00% Reduce -19.4% 1,260 $84K
Hazlett, Burt & Watson, Inc. 0.03% No change 1,260 $84K
Atlantic Union Bankshares Corp 0.00% Reduce -13.5% 1,185 $79K
Medallion Wealth Advisors, LLC 0.03% No change 1,170 $78K
Harbour Investments, Inc. 0.00% Reduce -10.4% 1,137 $76K
Spire Wealth Management 0.00% No change 1,128 $75K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,125 $75K
Quest 10 Wealth Builders, Inc. 0.06% No change 1,023 $68K
Caitlin John, LLC 0.04% Reduce -25.6% 891 $60K
Capital Investment Advisory Services, LLC 0.00% Add +0.9% 862 $58K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 831 $56K
Davis Capital Management 0.03% No change 732 $49K
SYM FINANCIAL Corp 0.00% Reduce -49.5% 679 $45K
Arax Advisory Partners 0.00% New 675 $45K
First Horizon Corp. 0.00% No change 627 $42K
BlackRock, Inc. 0.00% New 600 $40K
Front Row Advisors LLC 0.01% No change 588 $39K
SOA Wealth Advisors, LLC. 0.01% Add +1.0% 586 $39K
TD Waterhouse Canada Inc. 0.00% No change 552 $37K
Reflection Asset Management 0.03% — 558 $37K
Glass Jacobson Investment Advisors llc 0.01% Add +0.4% 530 $35K
Physician Wealth Advisors, Inc. 0.00% Add +0.6% 491 $33K
Flagship Harbor Advisors, LLC 0.00% New 471 $32K
US Bancorp \de 0.00% No change 456 $31K
Colonial Trust Co / SC 0.00% No change 450 $30K
SouthState Bank Corp 0.00% No change 450 $30K
Ball & Co Wealth Management Inc. 0.02% Add +1.1% 456 $30K
Manchester Capital Management LLC 0.00% No change 441 $30K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -42.0% 435 $29K
Ancora Advisors LLC 0.00% No change 420 $28K
Bangor Savings Bank 0.00% No change 408 $27K
Parkside Financial Bank & Trust 0.00% No change 406 $27K
O'shaughnessy Asset Management, LLC 0.00% Reduce -21.9% 313 $21K
Piscataqua Savings Bank 0.01% No change 300 $20K
Ransom Advisory, Ltd 0.01% New 300 $20K
FWL Investment Management, LLC 0.00% No change 300 $20K
Private Trust Co. NA 0.00% No change 300 $20K
AdvisorNet Financial, Inc 0.00% No change 300 $20K
Capitol Family Office, Inc. 0.02% No change 297 $20K
Basepoint Wealth LLC 0.01% New 280 $19K
Strategic Advocates LLC 0.00% Add +144.6% 274 $18K
Country Trust Bank 0.00% No change 240 $16K
Lanark Financial, Inc. 0.00% No change 220 $15K
GPS Wealth Strategies Group, LLC 0.01% Reduce -93.0% 215 $14K
Tradewinds Capital Management, LLC 0.00% No change 204 $14K
NBT Bank, N.A. 0.00% Reduce -1.5% 67 $13K
Capital Analysts, LLC 0.00% No change 198 $13K
Simplex Trading, LLC 0.00% New 180 $12K
Caldwell Sutter Capital, Inc. 0.00% No change 165 $11K
Parallel Advisors, LLC 0.00% Reduce -83.3% 159 $11K
SageView Advisory Group, LLC 0.00% New 155 $10K
Armstrong Advisory Group, Inc. 0.00% Add +51.0% 145 $10K
Concord Wealth Partners 0.00% New 144 $10K
Colonial Trust Advisors 0.00% Reduce -74.6% 144 $10K
Fortis Group Advisors, LLC 0.00% No change 126 $8K
Triumph Capital Management 0.00% New 125 $8K
Signaturefd, LLC 0.00% Add +40.9% 124 $8K
Olistico Wealth, LLC 0.00% New 120 $8K
CBIZ Investment Advisory Services, LLC 0.00% Add +0.9% 108 $7K
Financial Gravity Asset Management, Inc. 0.00% No change 96 $6K
Blue Trust, Inc. 0.00% Reduce -48.1% 84 $6K
Founders Financial Alliance, LLC 0.00% Add +1.5% 66 $4K
Aptus Capital Advisors, LLC 0.00% No change 52 $3K
AlphaCore Capital LLC 0.00% No change 50 $3K
EPG Wealth Management LLC 0.00% No change 45 $3K
Smartleaf Asset Management LLC 0.00% New 39 $3K
Covestor Ltd 0.00% No change 30 $2K
GAMMA Investing LLC 0.00% No change 27 $2K
Investors Research Corp 0.00% New 23 $2K
Oakworth Capital, Inc. 0.00% No change 21 $1K
International Assets Investment Management, LLC 0.00% New 18 $1K
Russell Investments Group, Ltd. 0.00% No change 18 $1K
AE Wealth Management LLC 0.00% Reduce -95.7% 13 $870
Fairscale Capital, LLC 0.00% No change 12 $803

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