iShares US Consumer StaplesIYKETF

13F holders, Q1 2026 (March 31)
291holders +22
42new positions
16sold out
3famous investors
$70.07avg. 13F price*

At the end of Q1 2026, 291 institutions reported holding iShares US Consumer Staples (IYK) in their 13F filings, up 22 from Q4 2025. 42 opened new positions and 16 sold out. The largest holders were Dynasty Wealth Management, LLC ($149.1M), JPMorgan Chase & Co. ($79.3M) and OpenArc Corporate Advisory, LLC ($69.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions42$315.6M
Exits16$6.8M

All 13F filers, Q4 2025 → Q1 2026: 6,811,507 shares bought and 1,098,510 shares sold, net +5,712,997 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 291 holders

Dynasty Wealth Management, LLC 1.30% New 2,128,826 $149.1M
JPMorgan Chase & Co. 0.01% Add +2392.7% 1,133,439 $79.3M
OpenArc Corporate Advisory, LLC 0.99% New 989,925 $69.3M
Sagespring Wealth Partners, LLC 1.15% New 900,649 $63.1M
LPL Financial LLC 0.02% Reduce -9.1% 859,426 $60.2M
Morgan Stanley 0.00% Add +2.8% 688,325 $48.2M
Ameriprise Financial Inc. 0.01% Add +260.9% 585,015 $41.0M
Bank of America Corp. 0.00% Reduce -3.2% 578,075 $40.5M
Steward Partners Investment Advisory, LLC 0.20% Add +3.3% 555,676 $38.9M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -12.2% 466,767 $32.7M
BNP Paribas Financial Markets 0.02% Add +303.0% 401,015 $28.1M
UBS Group AG 0.00% Reduce -20.6% 376,047 $26.3M
PGIM Custom Harvest LLC 0.35% Reduce -8.3% 319,027 $22.3M
Royal Bank of Canada 0.00% Add +13.0% 312,442 $21.9M
Goldman Sachs Group Inc. 0.00% Reduce -9.6% 256,761 $18.0M
Raymond James Financial Inc. 0.01% Reduce -12.8% 256,275 $17.9M
Wells Fargo & Company 0.00% Add +13.7% 254,512 $17.8M
Cetera Investment Advisers 0.02% Add +1.4% 214,107 $15.0M
Osaic Holdings, Inc. 0.02% Reduce -3.6% 181,492 $12.7M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -42.2% 175,227 $12.3M
Commonwealth Equity Services, LLC 0.01% Add +236.0% 141,381 $9.9M
Cibc World Market Inc. 0.02% Add +4.2% 131,950 $9.2M
Key Client Fiduciary Advisors, LLC 3.04% Add +2816.6% 126,520 $8.9M
Mgo One Seven LLC 0.15% Add +6.6% 103,893 $7.3M
WealthSpring Partners, LLC 6.34% Add +1.5% 98,657 $6.9M
Unique Wealth, LLC 0.90% New 92,857 $6.5M
Zurich Insurance Group Ltd 0.04% Reduce -38.4% 68,450 $4.8M
Centerline Wealth Advisors, LLC 1.61% New 63,962 $4.5M
Jones Financial Companies LLLP 0.00% Add +12.8% 61,263 $4.3M
Envestnet Asset Management Inc. 0.00% Reduce -4.3% 54,251 $3.8M
Aspen Wealth Strategies, LLC 1.86% Add +2.1% 49,438 $3.5M
NewEdge Advisors, LLC 0.01% Add +2.8% 46,550 $3.3M
Storen Legacy Partners, LLC 0.96% New 43,600 $3.1M
MML Investors Services, LLC 0.01% Reduce -4.8% 42,208 $3.0M
Susquehanna International Group, LLP 0.00% Reduce -15.4% 39,392 $2.8M
Littlejohn Financial Services, Inc. 2.07% Reduce -3.3% 39,261 $2.7M
First Citizens Financial Corp 1.27% Reduce -0.7% 38,412 $2.7M
Conservest Capital Advisors, Inc. 0.24% Reduce -16.4% 37,249 $2.6M
Thrivent Financial for Lutherans 0.00% Reduce -41.7% 35,799 $2.5M
Money Concepts Capital Corp. 0.14% Add +1.0% 35,212 $2.5M
Principal Securities, Inc. 0.03% Reduce -27.7% 31,536 $2.2M
Tower Research Capital LLC (TRC) 0.06% Add +327.1% 30,903 $2.2M
D. E. Shaw & Co. 0.00% Add +465.3% 30,766 $2.2M
WealthCare Investment Partners, LLC 0.60% Reduce -9.2% 30,803 $2.2M
Sanctuary Advisors, LLC 0.01% Add +22.4% 30,280 $2.1M
Private Advisor Group, LLC 0.01% Add +256.8% 29,382 $2.1M
Kestra Advisory Services, LLC 0.01% Add +7.2% 29,321 $2.1M
Jane Street Group, LLC 0.00% New 28,412 $2.0M
Consolidated Investment Group LLC 0.21% New 27,900 $2.0M
XTX Topco Ltd 0.03% New 26,607 $1.9M
Matthew Goff Investment Advisor, LLC 0.30% New 26,012 $1.8M
SFI Advisors, LLC 1.79% Reduce -46.6% 24,396 $1.7M
Penobscot Wealth Management 0.49% Reduce -38.8% 23,583 $1.7M
Renaissance Technologies 0.00% New 23,300 $1.6M
Qube Research & Technologies Ltd 0.00% Add +16.8% 22,858 $1.6M
Wall Street Financial Group, Inc. 0.92% Add +6.3% 22,074 $1.5M
B. Riley Wealth Advisors, Inc. 0.10% Add +0.0% 21,728 $1.5M
S&A Financial Services, Inc. 1.00% — 20,883 $1.5M
Citadel Advisors 0.00% Reduce -92.3% 20,613 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -24.2% 20,481 $1.4M
Geneos Wealth Management Inc. 0.03% Reduce -1.8% 20,084 $1.4M
Focus Partners Wealth 0.00% Reduce -5.4% 19,005 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +81.8% 18,918 $1.3M
Envision Financial Transparency, LLC 1.27% — 18,641 $1.3M
Waterloo Capital, L.P. 0.09% Add +0.5% 18,622 $1.3M
Comprehensive Wealth Management, LLC 0.65% Add +0.9% 18,349 $1.3M
Smartleaf Asset Management LLC 0.05% Add +46484.6% 18,168 $1.3M
Stifel Financial Corp. 0.00% Add +3.0% 17,683 $1.2M
Sovran Advisors, LLC 0.10% Reduce -1.8% 17,181 $1.2M
NTV Asset Management LLC 0.14% New 17,597 $1.2M
Cyndeo Wealth Partners, LLC 0.06% New 16,404 $1.1M
AssuredPartners Investment Advisors, LLC 0.12% Reduce -47.5% 15,898 $1.1M
Stonebridge Financial Planning Group, LLC 0.41% Reduce -1.5% 15,859 $1.1M
Liberty Wealth Management LLC 0.14% Add +36.8% 15,766 $1.1M
Mariner, LLC 0.00% Add +26.4% 15,531 $1.1M
Hilltop Holdings Inc. 0.10% New 15,455 $1.1M
Equitable Holdings, Inc. 0.01% Reduce -4.1% 16,116 $1.1M
GFS Advisors, LLC 0.07% New 4,953 $1.1M
IHT Wealth Management, LLC 0.02% Reduce -4.7% 15,207 $1.1M
FMR LLC 0.00% Add +14.4% 14,477 $1.0M
Merit Financial Group, LLC 0.01% Add +1.8% 14,445 $1.0M
Adams Wealth Management 0.21% Reduce -15.3% 13,795 $966K
CacheTech Inc. 0.19% Reduce -15.3% 13,795 $966K
HighTower Advisors, LLC 0.00% Add +1.8% 13,659 $956K
Counterweight Ventures, LLC 0.53% New 13,478 $944K
Corient Private Wealth LP 0.00% Add +1.5% 13,737 $927K
Fifth Third Bancorp 0.00% New 12,988 $910K
Franklin Resources Inc. 0.00% No change 12,717 $891K
Asset One Wealth Management LLC 0.10% Add +5.2% 12,734 $879K
Bessemer Group Inc. 0.00% No change 12,519 $877K
Mutual Advisors, LLC 0.02% Reduce -8.2% 12,487 $874K
Stone Wealth Partners 0.78% Add +37.4% 12,476 $874K
Atria Investments, Inc 0.01% Add +28.3% 12,246 $858K
Signal Advisors Wealth, LLC 0.06% Add +47.1% 12,116 $848K
Cwm, LLC 0.00% Reduce -1.5% 11,790 $826K
Virtue Capital Management, LLC 0.12% Reduce -5.7% 11,717 $820K
GTS Securities LLC 0.03% New 11,572 $810K
Simmons Bank 0.05% Reduce -4.5% 11,524 $807K
Brown Advisory Inc. 0.00% No change 11,491 $805K
Rockefeller Capital Management L.P. 0.00% Add +1.2% 11,480 $804K

"% 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 291 holders