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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $315.6M |
| Exits | 16 | $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 |
| Essex LLC | 0.14% | Reduce -0.4% | 11,337 | $794K |
| Lakeshore Capital Group, Inc. | 0.64% | Reduce -0.9% | 11,114 | $778K |
| Arkadios Wealth Advisors | 0.01% | Add +9.4% | 11,094 | $777K |
| Creative Financial Designs Inc. | 0.05% | Add +12.2% | 11,078 | $776K |
| Creative Planning | 0.00% | Add +0.6% | 10,810 | $757K |
| Stillwater Capital Advisors, LLC | 0.08% | Reduce -25.8% | 10,620 | $744K |
| Bank of Montreal | 0.00% | Reduce -3.6% | 10,615 | $743K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.0% | 10,092 | $707K |
| Moneco Advisors, LLC | 0.05% | Reduce -36.7% | 9,969 | $698K |
| Bank of New York Mellon Corp | 0.00% | Add +49.5% | 9,688 | $678K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -3.7% | 9,591 | $672K |
| Prospera Financial Services Inc | 0.01% | Add +0.0% | 9,358 | $655K |
| New Insight Wealth Advisors | 0.23% | Reduce -8.9% | 9,145 | $640K |
| BCS Wealth Management | 0.13% | Reduce -50.0% | 9,000 | $630K |
| Captrust Financial Advisors | 0.00% | Reduce -33.1% | 8,727 | $611K |
| Truist Financial Corp. | 0.00% | Add +5.8% | 8,682 | $608K |
| Partners Wealth Management, LLC | 0.61% | No change | 8,457 | $592K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.5% | 8,405 | $589K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.3% | 8,066 | $565K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -0.8% | 8,043 | $563K |
| Perigon Wealth Management, LLC | 0.01% | No change | 7,816 | $547K |
| Bellwether Advisors, LLC | 0.09% | No change | 7,461 | $522K |
| MAI Capital Management | 0.00% | Add +0.4% | 7,414 | $519K |
| Blair William & Co. | 0.00% | Reduce -0.0% | 7,053 | $494K |
| Patriot Investment Management Group, Inc. | 0.03% | Add +0.1% | 6,932 | $485K |
| Blankinship & Foster, LLC | 0.11% | Add +0.3% | 6,905 | $484K |
| Sunbelt Securities, Inc. | 0.03% | New | 6,810 | $477K |
| Glenview Trust Co | 0.01% | Reduce -11.9% | 6,718 | $470K |
| Accel Wealth Management | 0.12% | Reduce -10.9% | 6,466 | $453K |
| Pacific Sun Financial Corp | 0.22% | Reduce -2.0% | 6,406 | $449K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -3.4% | 6,285 | $440K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -5.8% | 6,073 | $432K |
| Quotient Wealth Partners, LLC | 0.01% | New | 6,079 | $426K |
| Harbour Investments, Inc. | 0.01% | Add +415.1% | 5,857 | $410K |
| Gsa Capital Partners LLP | 0.03% | Reduce -22.4% | 5,757 | $403K |
| Cottonwood Capital Advisors, LLC | 0.28% | Reduce -0.2% | 5,754 | $403K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 5,712 | $400K |
| Retirement Planning Group, LLC / NY | 0.26% | Reduce -11.7% | 5,666 | $397K |
| Brookstone Capital Management | 0.00% | Add +51.9% | 5,647 | $395K |
| Quantinno Capital Management LP | 0.00% | Add +40.5% | 5,614 | $393K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -13.3% | 5,514 | $386K |
| Nova Wealth Management, Inc. | 0.25% | Add +201.9% | 5,497 | $385K |
| &partners | 0.00% | Add +4.8% | 5,361 | $376K |
| Northern Trust Corp. | 0.00% | Reduce -5.7% | 5,261 | $368K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -54.6% | 5,160 | $361K |
| Citizens Financial Group Inc. | 0.01% | Add +21.4% | 5,137 | $360K |
| Greenleaf Trust | 0.00% | No change | 4,983 | $349K |
| Garrison Point Advisors, LLC | 0.16% | No change | 4,878 | $342K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +7.3% | 4,868 | $341K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 4,851 | $340K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.3% | 4,745 | $332K |
| Atlas Private Wealth Advisors | 0.08% | Reduce -13.9% | 4,653 | $326K |
| Retirement Planning Group, LLC | 0.01% | Reduce -9.4% | 4,635 | $325K |
| Symphony Financial Services, Inc. | 0.17% | No change | 4,588 | $321K |
| Beacon Financial Advisory LLC | 0.07% | Add +0.3% | 4,532 | $317K |
| Odyssey Capital Advisors, Inc. | 0.28% | Reduce -5.0% | 4,521 | $317K |
| Targeted Financial Services LLC | 0.26% | Reduce -45.8% | 4,489 | $314K |
| PUREfi Wealth, LLC | 0.21% | New | 4,481 | $314K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -5.1% | 4,408 | $309K |
| Cerity Partners LLC | 0.00% | Reduce -3.1% | 4,339 | $304K |
| Traveka Wealth, LLC | 0.12% | New | 4,319 | $302K |
| TritonPoint Partners, LLC | 0.11% | New | 4,276 | $299K |
| Fairvoy Private Wealth, LLC | 0.07% | New | 4,242 | $297K |
| Cordatus Wealth Management LLC | 0.07% | No change | 4,233 | $296K |
| National Bank of Canada | 0.00% | Reduce -1.2% | 4,166 | $292K |
| Sonata Capital Group Inc. | 0.11% | Reduce -7.8% | 4,120 | $289K |
| CoreCap Advisors, LLC | 0.01% | Add +7.8% | 4,045 | $283K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +24.7% | 4,012 | $281K |
| MLP3, LLC | 0.30% | No change | 3,855 | $270K |
| One Charles Private Wealth Services, LLC | 0.07% | Reduce -12.7% | 3,816 | $267K |
| Sei Investments Co. | 0.00% | New | 3,753 | $263K |
| Calton & Associates, Inc. | 0.04% | Reduce -16.4% | 3,730 | $261K |
| Scotia Capital Inc. | 0.00% | Reduce -64.8% | 3,697 | $259K |
| Bailard, Inc. | 0.01% | No change | 3,633 | $254K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 3,606 | $253K |
| V2 Financial group LLC | 0.12% | No change | 3,600 | $252K |
| Patten & Patten Inc. | 0.02% | No change | 3,562 | $249K |
| Commonwealth Retirement Investments LLC | 0.08% | Reduce -66.7% | 3,537 | $248K |
| Stratos Investment Management, LLC | 0.01% | Add +8.6% | 3,524 | $247K |
| Apollon Wealth Management, LLC | 0.00% | No change | 3,507 | $246K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -1.5% | 3,500 | $245K |
| Novak & Powell Financial Services, Inc. | 0.13% | No change | 3,401 | $238K |
| Milestone Asset Management Group, LLC | 0.14% | Reduce -9.0% | 3,308 | $232K |
| Diversified Enterprises, LLC | 0.01% | Add +0.0% | 3,295 | $231K |
| High Point Wealth Management, LLC | 0.23% | Add +0.3% | 3,293 | $231K |
| Independent Advisor Alliance | 0.00% | New | 3,282 | $230K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.0% | 3,272 | $229K |
| Stronghold Wealth Management L.L.C. | 0.34% | Reduce -3.6% | 3,194 | $224K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -27.8% | 3,159 | $221K |
| Evoke Wealth, LLC | 0.00% | No change | 3,126 | $219K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -48.0% | 3,099 | $216K |
| Sigma Planning Corp | 0.01% | Reduce -7.4% | 3,070 | $215K |
| Kennedy Investment Group, Inc. | 0.08% | New | 3,019 | $211K |
| Delta Capital Management LLC | 0.12% | No change | 3,000 | $210K |
| Center for Wealth Management Advisory | 0.15% | New | 2,977 | $209K |
| Independent Financial Group, LLC | 0.00% | Reduce -3.3% | 2,954 | $207K |
| REDW Wealth LLC | 0.08% | New | 2,886 | $202K |
| IFP Advisors, Inc | 0.00% | Reduce -20.6% | 2,787 | $195K |
| Adirondack Trust Co. | 0.06% | Reduce -14.5% | 2,646 | $185K |
| Allworth Financial LP | 0.00% | Add +103.8% | 2,568 | $180K |
| Advisory Services Network, LLC | 0.00% | New | 2,554 | $179K |
| Montag A & Associates Inc. | 0.01% | No change | 2,250 | $158K |
| Citigroup Inc. | 0.00% | Reduce -2.0% | 2,158 | $151K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,100 | $147K |
| Clearstead Advisors, LLC | 0.00% | Add +0.5% | 2,010 | $141K |
| Bayban | 0.11% | No change | 1,750 | $123K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -33.6% | 1,702 | $119K |
| Steph & Co. | 0.03% | No change | 1,530 | $107K |
| Sound Income Strategies, LLC | 0.01% | No change | 1,497 | $104K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,341 | $94K |
| Archer Investment Corp | 0.02% | Add +0.1% | 1,337 | $94K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 1,260 | $88K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,170 | $82K |
| Pursuit Wealth Strategies, LLC | 0.11% | Reduce -22.7% | 1,152 | $81K |
| Spire Wealth Management | 0.00% | No change | 1,128 | $79K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Reduce -1.3% | 1,110 | $78K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -7.2% | 1,100 | $77K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,067 | $75K |
| Quest 10 Wealth Builders, Inc. | 0.06% | No change | 1,023 | $72K |
| Picton Mahoney Asset Management | 0.00% | Reduce -62.5% | 900 | $63K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -49.9% | 892 | $62K |
| Caitlin John, LLC | 0.04% | No change | 891 | $62K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.5% | 866 | $61K |
| Forum Finance Group S.A. | 0.03% | — | 1,020 | $57K |
| CX Institutional | 0.00% | Reduce -78.0% | 751 | $53K |
| Davis Capital Management | 0.03% | No change | 732 | $51K |
| SYM FINANCIAL Corp | 0.00% | Add +0.4% | 682 | $48K |
| Arax Advisory Partners | 0.00% | No change | 675 | $47K |
| First Horizon Corp. | 0.00% | No change | 627 | $44K |
| BlackRock, Inc. | 0.00% | No change | 600 | $42K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.5% | 589 | $41K |
| Front Row Advisors LLC | 0.01% | No change | 588 | $41K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 552 | $38K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.2% | 531 | $37K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.4% | 493 | $35K |
| Lanark Financial, Inc. | 0.00% | Add +115.9% | 475 | $33K |
| Assetmark, Inc. | 0.00% | New | 462 | $32K |
| Ball & Co Wealth Management Inc. | 0.03% | Add +0.4% | 458 | $32K |
| US Bancorp \de | 0.00% | No change | 456 | $32K |
| Colonial Trust Co / SC | 0.00% | No change | 450 | $32K |
| SouthState Bank Corp | 0.00% | No change | 450 | $32K |
| Manchester Capital Management LLC | 0.00% | No change | 441 | $31K |
| Ancora Advisors LLC | 0.00% | No change | 420 | $29K |
| Bangor Savings Bank | 0.00% | No change | 408 | $29K |
| Parkside Financial Bank & Trust | 0.00% | No change | 406 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -95.0% | 390 | $27K |
| Financial Life Planners | 0.02% | New | 363 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.3% | 312 | $22K |
| Piscataqua Savings Bank | 0.01% | No change | 300 | $21K |
| Missouri Trust & Investment Co | 0.01% | New | 300 | $21K |
| FWL Investment Management, LLC | 0.00% | No change | 300 | $21K |
| AdvisorNet Financial, Inc | 0.00% | No change | 300 | $21K |
| Capitol Family Office, Inc. | 0.02% | No change | 297 | $20K |
| Basepoint Wealth LLC | 0.01% | No change | 280 | $20K |
| CENTRAL TRUST Co | 0.00% | New | 270 | $19K |
| Country Trust Bank | 0.00% | No change | 240 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 204 | $14K |
| Capital Analysts, LLC | 0.00% | No change | 198 | $14K |
| Synergy Investment Management, LLC | 0.00% | New | 197 | $14K |
| NBT Bank, N.A. | 0.00% | Add +191.0% | 195 | $14K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 165 | $12K |
| Parallel Advisors, LLC | 0.00% | No change | 159 | $11K |
| Private Trust Co. NA | 0.00% | Reduce -50.0% | 150 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 137 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 126 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -13.8% | 125 | $9K |
| Signaturefd, LLC | 0.00% | Add +0.8% | 125 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -71.5% | 124 | $9K |
| Olistico Wealth, LLC | 0.00% | No change | 120 | $8K |
| Simplex Trading, LLC | 0.00% | Reduce -36.1% | 115 | $8K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 108 | $8K |
| Main Street Group, LTD | 0.00% | New | 102 | $7K |
| Blue Trust, Inc. | 0.00% | Reduce -10.7% | 75 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 66 | $5K |
| Triumph Capital Management | 0.00% | Reduce -47.2% | 66 | $5K |
| Destiny Wealth Partners, LLC | 0.00% | New | 54 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 52 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 45 | $3K |
| Evermay Wealth Management LLC | 0.00% | New | 42 | $3K |
| Covestor Ltd | 0.00% | No change | 30 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 27 | $2K |
| Investors Research Corp | 0.00% | No change | 23 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 21 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 18 | $1K |
| International Assets Investment Management, LLC | 0.00% | No change | 18 | $1K |
| Fairscale Capital, LLC | 0.00% | No change | 12 | $840 |
| AE Wealth Management LLC | 0.00% | Reduce -7.7% | 12 | $840 |
| Dunhill Financial, LLC | 0.00% | New | 4 | $280 |
| Capital Advisor Network LLC | 0.00% | — | 3 | $210 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -96.9% | 3 | $210 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2 | $140 |
"% of holder's portfolio" is IYK's weight in each manager's 13F, not the share of iShares US Consumer Staples the manager owns.