iShares US Consumer StaplesIYKETF

13F holders, Q2 2026 (June 30)
288holders −3
19new positions
22sold out
2famous investors
$72.74avg. 13F price*

At the end of Q2 2026, 288 institutions reported holding iShares US Consumer Staples (IYK) in their 13F filings, down 3 from Q1 2026. 19 opened new positions and 22 sold out. The largest holders were Dynasty Wealth Management, LLC ($126.5M), JPMorgan Chase & Co. ($72.8M) and LPL Financial LLC ($59.5M). 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions19$2.5M
Exits22$13.5M

All 13F filers, Q1 2026 → Q2 2026: 398,941 shares bought and 2,366,401 shares sold, net −1,967,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 288 holders

Dynasty Wealth Management, LLC 0.94% Reduce -18.2% 1,740,483 $126.5M
JPMorgan Chase & Co. 0.00% Reduce -12.7% 989,730 $72.8M
LPL Financial LLC 0.01% Reduce -4.7% 819,267 $59.5M
Sagespring Wealth Partners, LLC 0.87% Reduce -13.5% 779,206 $56.6M
OpenArc Corporate Advisory, LLC 0.65% Reduce -23.5% 757,167 $55.0M
Morgan Stanley 0.00% Reduce -0.5% 684,765 $49.8M
Bank of America Corp. 0.00% Reduce -3.1% 559,882 $40.7M
Northwestern Mutual Wealth Management Co. 0.02% Add +1.3% 472,865 $34.4M
UBS Group AG 0.00% Reduce -2.9% 365,210 $26.5M
PGIM Custom Harvest LLC 0.28% Reduce -3.3% 308,545 $22.4M
Royal Bank of Canada 0.00% Reduce -13.4% 270,687 $19.7M
BNP Paribas Financial Markets 0.01% Reduce -37.3% 251,360 $18.3M
Wells Fargo & Company 0.00% Reduce -4.7% 242,439 $17.6M
Raymond James Financial Inc. 0.00% Reduce -15.3% 217,097 $15.8M
Goldman Sachs Group Inc. 0.00% Reduce -15.7% 216,398 $15.7M
Steward Partners Investment Advisory, LLC 0.08% Reduce -61.4% 214,283 $15.6M
Cetera Investment Advisers 0.01% Reduce -1.0% 211,879 $15.4M
Osaic Holdings, Inc. 0.02% Add +13.4% 205,812 $15.0M
Ameriprise Financial Inc. 0.00% Reduce -68.1% 186,826 $13.6M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -0.3% 174,796 $12.7M
Cibc World Market Inc. 0.02% Add +7.3% 141,612 $10.3M
Commonwealth Equity Services, LLC 0.01% Reduce -3.4% 136,573 $9.9M
Mgo One Seven LLC 0.14% Add +13.9% 118,324 $8.6M
Key Client Fiduciary Advisors, LLC 2.48% Reduce -7.5% 117,020 $8.5M
Stifel Financial Corp. 0.01% Add +542.8% 113,672 $8.3M
Zurich Insurance Group Ltd 0.05% Add +50.0% 102,650 $7.5M
WealthSpring Partners, LLC 6.27% Add +1.7% 100,371 $7.3M
Unique Wealth, LLC 0.80% Add +1.6% 94,306 $6.9M
Envestnet Asset Management Inc. 0.00% Add +46.0% 79,192 $5.8M
Principal Securities, Inc. 0.06% Add +111.1% 66,583 $4.8M
Jones Financial Companies LLLP 0.00% Add +6.8% 65,416 $4.8M
Aspen Wealth Strategies, LLC 1.76% Add +1.2% 50,014 $3.6M
MML Investors Services, LLC 0.01% Add +7.9% 45,524 $3.3M
Centerline Wealth Advisors, LLC 1.03% Reduce -29.1% 45,380 $3.3M
NewEdge Advisors, LLC 0.01% Reduce -13.7% 40,168 $2.9M
First Citizens Financial Corp 1.16% Reduce -0.7% 38,154 $2.8M
Conservest Capital Advisors, Inc. 0.21% Reduce -1.9% 36,530 $2.7M
Sanctuary Advisors, LLC 0.01% Add +18.7% 35,943 $2.6M
Thrivent Financial for Lutherans 0.00% Reduce -2.5% 34,897 $2.5M
Money Concepts Capital Corp. 0.12% Reduce -1.1% 34,829 $2.5M
Storen Legacy Partners, LLC 0.67% Reduce -22.4% 33,833 $2.5M
XTX Topco Ltd 0.03% Add +24.8% 33,193 $2.4M
AssuredPartners Investment Advisors, LLC 0.21% Add +89.8% 30,180 $2.2M
Consolidated Investment Group LLC 0.18% No change 27,900 $2.0M
Susquehanna International Group, LLP 0.00% Reduce -31.0% 27,163 $2.0M
WealthCare Investment Partners, LLC 0.47% Reduce -14.4% 26,361 $1.9M
Focus Partners Wealth 0.00% Add +38.3% 26,277 $1.9M
Citadel Advisors 0.00% Add +25.2% 25,805 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -13.6% 25,339 $1.8M
Matthew Goff Investment Advisor, LLC 0.31% Reduce -3.7% 25,060 $1.8M
Penobscot Wealth Management 0.47% Add +2.4% 24,153 $1.8M
SFI Advisors, LLC 1.49% Reduce -2.3% 23,834 $1.7M
Wall Street Financial Group, Inc. 0.90% Add +4.8% 23,124 $1.7M
B. Riley Wealth Advisors, Inc. 0.09% Add +3.0% 22,386 $1.6M
R2 Capital Strategies, LLC 0.74% — 22,427 $1.6M
Hilltop Holdings Inc. 0.12% Add +36.8% 21,142 $1.5M
S&A Financial Services, Inc. 0.89% Reduce -3.4% 20,173 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -5.1% 19,434 $1.4M
Captrust Financial Advisors 0.00% Add +121.5% 19,334 $1.4M
Geneos Wealth Management Inc. 0.03% Reduce -4.6% 19,159 $1.4M
Comprehensive Wealth Management, LLC 0.63% Add +3.9% 19,071 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.4% 18,463 $1.4M
Waterloo Capital, L.P. 0.08% Add +0.6% 18,727 $1.4M
Sovran Advisors, LLC 0.10% Add +1.9% 17,511 $1.3M
Smartleaf Asset Management LLC 0.04% No change 18,168 $1.3M
Mariner, LLC 0.00% Add +17.1% 18,185 $1.3M
Signal Advisors Wealth, LLC 0.06% Add +39.4% 16,895 $1.2M
Concurrent Investment Advisors, LLC 0.01% Add +51.0% 15,234 $1.1M
Liberty Wealth Management LLC 0.14% No change 15,766 $1.1M
Equitable Holdings, Inc. 0.01% Reduce -8.7% 14,719 $1.1M
Stonebridge Financial Planning Group, LLC 0.34% Reduce -7.3% 14,709 $1.1M
IHT Wealth Management, LLC 0.02% Reduce -5.8% 14,320 $1.0M
FMR LLC 0.00% Reduce -1.4% 14,268 $1.0M
Merit Financial Group, LLC 0.01% Reduce -2.4% 14,103 $1.0M
Cyndeo Wealth Partners, LLC 0.05% Reduce -16.3% 13,728 $997K
Franklin Resources Inc. 0.00% Add +7.8% 13,707 $996K
Asset One Wealth Management LLC 0.10% Add +4.2% 13,267 $970K
Counterweight Ventures, LLC 0.48% Reduce -1.2% 13,313 $967K
Fifth Third Bancorp 0.00% Add +1.8% 13,218 $960K
Mutual Advisors, LLC 0.02% Add +5.3% 13,143 $955K
HighTower Advisors, LLC 0.00% Reduce -5.8% 12,870 $935K
MAI Capital Management 0.00% Add +69.5% 12,568 $913K
Bessemer Group Inc. 0.00% No change 12,519 $910K
D. E. Shaw & Co. 0.00% Reduce -60.0% 12,298 $894K
NTV Asset Management LLC 0.09% Reduce -31.9% 11,975 $870K
Arkadios Wealth Advisors 0.01% Add +6.5% 11,817 $859K
Corient Private Wealth LP 0.00% Reduce -14.1% 11,794 $857K
Rockefeller Capital Management L.P. 0.00% Add +0.9% 11,579 $841K
Simmons Bank 0.05% Reduce -0.6% 11,457 $832K
Atria Investments, Inc 0.01% Reduce -6.7% 11,424 $830K
Stone Wealth Partners 0.60% Reduce -9.8% 11,248 $817K
Lakeshore Capital Group, Inc. 0.60% Reduce -0.0% 11,112 $807K
Creative Planning 0.00% Reduce -0.4% 10,770 $783K
Stillwater Capital Advisors, LLC 0.08% Reduce -0.1% 10,607 $771K
Brown Advisory Inc. 0.00% Reduce -8.1% 10,561 $767K
Essex LLC 0.12% Reduce -7.5% 10,484 $762K
Bank of New York Mellon Corp 0.00% Add +6.5% 10,319 $750K
Adams Wealth Management 0.14% Reduce -29.3% 9,759 $709K
CacheTech Inc. 0.11% Reduce -29.3% 9,759 $709K
Moneco Advisors, LLC 0.04% Reduce -2.1% 9,756 $709K
Bank of Montreal 0.00% Reduce -8.4% 9,728 $707K
Prospera Financial Services Inc 0.01% Add +1.1% 9,462 $688K
HighPoint Advisor Group LLC 0.02% Reduce -5.8% 9,036 $657K
BCS Wealth Management 0.12% No change 9,000 $654K
Partners Wealth Management, LLC 0.63% Add +5.1% 8,892 $646K
Creative Financial Designs Inc. 0.03% Reduce -20.9% 8,759 $636K
Advisory Services Network, LLC 0.01% Add +229.7% 8,421 $612K
DAVENPORT & Co LLC 0.00% Reduce -0.0% 8,064 $586K
Coastal Bridge Advisors, LLC 0.04% No change 8,043 $584K
Patriot Investment Management Group, Inc. 0.03% Add +14.8% 7,959 $578K
Private Advisor Group, LLC 0.00% Reduce -73.4% 7,825 $569K
Perigon Wealth Management, LLC 0.01% No change 7,816 $568K
Ameritas Advisory Services, LLC 0.01% Add +76.3% 7,772 $565K
Northern Trust Corp. 0.00% Add +44.8% 7,616 $553K
Truist Financial Corp. 0.00% Reduce -14.7% 7,404 $538K
New Insight Wealth Advisors 0.16% Reduce -20.5% 7,270 $528K
Bellwether Advisors, LLC 0.08% Reduce -3.0% 7,234 $526K
Blair William & Co. 0.00% Add +0.2% 7,067 $513K
Blankinship & Foster, LLC 0.10% Add +0.4% 6,934 $504K
Bartlett & Co. Wealth Management LLC 0.01% Add +12.8% 6,852 $498K
Mercer Global Advisors Inc. 0.00% New 6,610 $480K
Pacific Sun Financial Corp 0.20% Add +1.6% 6,506 $473K
Global Retirement Partners, LLC 0.01% — 6,320 $459K
Harbour Investments, Inc. 0.01% Add +7.8% 6,314 $459K
Tower Research Capital LLC (TRC) 0.01% Reduce -80.0% 6,178 $449K
&partners 0.00% Add +12.9% 6,053 $440K
Quotient Wealth Partners, LLC 0.01% Reduce -2.7% 5,915 $430K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -6.4% 5,885 $428K
Cottonwood Capital Advisors, LLC 0.25% Reduce -0.3% 5,737 $417K
Accel Wealth Management 0.09% Reduce -11.9% 5,697 $414K
Retirement Planning Group, LLC / NY 0.22% Add +0.2% 5,676 $412K
Sei Investments Co. 0.00% Add +49.3% 5,603 $407K
Glenview Trust Co 0.01% Reduce -16.8% 5,592 $406K
Arax Advisory Partners 0.00% Add +721.6% 5,546 $403K
Nova Wealth Management, Inc. 0.22% Add +0.6% 5,531 $402K
Belpointe Asset Management LLC 0.01% New 5,261 $382K
Quantinno Capital Management LP 0.00% Reduce -6.5% 5,249 $381K
Brookstone Capital Management 0.00% Reduce -8.3% 5,180 $376K
Thoroughbred Financial Services, LLC 0.02% Add +6.5% 5,053 $367K
Greenleaf Trust 0.00% No change 4,983 $362K
Beacon Financial Advisory LLC 0.07% Add +8.1% 4,899 $356K
Traveka Wealth, LLC 0.12% Add +13.1% 4,883 $355K
Garrison Point Advisors, LLC 0.14% No change 4,878 $354K
PUREfi Wealth, LLC 0.19% Add +8.4% 4,856 $353K
Graves Light Lenhart Wealth, Inc. 0.03% No change 4,851 $352K
Beacon Pointe Advisors, LLC 0.00% Add +17.9% 4,732 $344K
Retirement Planning Group, LLC 0.01% Add +0.4% 4,654 $338K
Novak & Powell Financial Services, Inc. 0.16% Add +34.1% 4,562 $331K
Odyssey Capital Advisors, Inc. 0.24% Add +0.0% 4,523 $329K
Targeted Financial Services LLC 0.24% Reduce -0.1% 4,483 $326K
Symphony Financial Services, Inc. 0.14% Reduce -3.7% 4,418 $321K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -20.5% 4,385 $319K
CoreCap Advisors, LLC 0.01% Add +7.1% 4,332 $315K
Cordatus Wealth Management LLC 0.07% No change 4,233 $308K
Y-Intercept (Hong Kong) Ltd 0.01% New 4,218 $306K
Kestra Private Wealth Services, LLC 0.00% Reduce -18.5% 4,204 $305K
National Bank of Canada 0.00% No change 4,166 $303K
Stratos Investment Management, LLC 0.01% Add +15.9% 4,083 $297K
Schmidt P J Investment Management Inc. 0.05% Reduce -29.0% 4,055 $295K
Cerity Partners LLC 0.00% Reduce -8.1% 3,988 $290K
Atlas Private Wealth Advisors 0.06% Reduce -15.1% 3,952 $287K
TritonPoint Partners, LLC 0.02% Reduce -8.5% 3,914 $284K
Fairvoy Private Wealth, LLC 0.06% Reduce -8.2% 3,895 $283K
Sonata Capital Group Inc. 0.09% Reduce -9.7% 3,720 $270K
Scotia Capital Inc. 0.00% No change 3,697 $269K
V2 Financial group LLC 0.10% No change 3,600 $262K
Patten & Patten Inc. 0.01% No change 3,562 $259K
Compass Financial Management LLC 0.03% — 3,527 $256K
Apollon Wealth Management, LLC 0.00% No change 3,507 $255K
Cassaday & Co Wealth Management LLC 0.00% No change 3,500 $254K
Moneta Group Investment Advisors LLC 0.00% Add +6.1% 3,472 $252K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -6.7% 3,364 $244K
Bailard, Inc. 0.01% Reduce -7.8% 3,350 $243K
Smith Chas P & Associates Pa Cpas 0.01% New 3,330 $242K
Commonwealth Retirement Investments LLC 0.07% Reduce -6.5% 3,306 $240K
High Point Wealth Management, LLC 0.20% Add +0.4% 3,305 $240K
Diversified Enterprises, LLC 0.01% Add +0.1% 3,297 $240K
Farther Finance Advisors, LLC 0.00% Add +4.0% 3,223 $234K
One Charles Private Wealth Services, LLC 0.05% Reduce -16.0% 3,205 $233K
Gladstone Institutional Advisory LLC 0.01% Add +0.5% 3,174 $231K
Stronghold Wealth Management L.L.C. 0.31% Reduce -1.4% 3,149 $229K
Milestone Asset Management Group, LLC 0.11% Reduce -6.2% 3,102 $225K
Sigma Planning Corp 0.01% Reduce -0.5% 3,054 $222K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% New 3,026 $220K
Delta Capital Management LLC 0.10% No change 3,000 $218K
Center for Wealth Management Advisory 0.14% No change 2,977 $216K
Independent Financial Group, LLC 0.00% Add +0.1% 2,956 $215K
REDW Wealth LLC 0.08% Add +0.6% 2,903 $211K
Kennedy Investment Group, Inc. 0.07% Reduce -4.1% 2,895 $210K
United Advisor Group, LLC 0.02% New 2,805 $204K
J.W. Cole Advisors, Inc. 0.00% New 2,775 $202K
IFP Advisors, Inc 0.00% Reduce -0.6% 2,771 $201K
IFG Advisory, LLC 0.01% New 2,366 $172K
Adirondack Trust Co. 0.05% Reduce -13.8% 2,281 $166K
Citigroup Inc. 0.00% Add +4.8% 2,262 $164K
Montag A & Associates Inc. 0.01% No change 2,250 $163K
Johnson Financial Group, Inc. 0.01% No change 2,100 $153K
Clearstead Advisors, LLC 0.00% Add +0.6% 2,021 $147K
Allworth Financial LP 0.00% Reduce -22.3% 1,995 $145K
Bayban 0.10% No change 1,750 $127K
PNC Financial Services Group, Inc. 0.00% Add +0.4% 1,709 $124K
Steph & Co. 0.03% No change 1,530 $111K
EP Wealth Advisors, LLC 0.00% New 1,406 $102K
Capital Investment Advisory Services, LLC 0.01% Add +57.7% 1,366 $99K
Private Wealth Asset Management, LLC 0.01% No change 1,341 $97K
Archer Investment Corp 0.02% Add +0.1% 1,339 $97K
Hazlett, Burt & Watson, Inc. 0.02% No change 1,260 $92K
Medallion Wealth Advisors, LLC 0.03% No change 1,170 $85K
Pursuit Wealth Strategies, LLC 0.11% Add +0.3% 1,155 $84K
Spire Wealth Management 0.00% No change 1,128 $82K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,110 $81K
Quest 10 Wealth Builders, Inc. 0.06% No change 1,023 $74K
Atlantic Union Bankshares Corp 0.00% Reduce -12.7% 960 $70K
Caitlin John, LLC 0.04% No change 891 $65K
N.E.W. Advisory Services LLC 0.00% Reduce -0.2% 890 $65K
Signature Resources Capital Management, LLC 0.02% New 834 $61K
Forum Finance Group S.A. 0.02% No change 1,020 $60K
Ball & Co Wealth Management Inc. 0.04% Add +79.7% 823 $59K
Davis Capital Management 0.03% No change 732 $53K
Ashton Thomas Private Wealth, LLC 0.00% Reduce -33.9% 705 $51K
Parallel Advisors, LLC 0.00% Add +334.0% 690 $50K
SYM FINANCIAL Corp 0.00% Add +0.6% 686 $50K
First Horizon Corp. 0.00% No change 627 $46K
BlackRock, Inc. 0.00% No change 600 $44K
SOA Wealth Advisors, LLC. 0.01% Add +0.5% 592 $43K
TD Waterhouse Canada Inc. 0.00% No change 552 $40K
Glass Jacobson Investment Advisors llc 0.01% Add +0.2% 532 $39K
Physician Wealth Advisors, Inc. 0.00% Add +0.2% 494 $36K
Lanark Financial, Inc. 0.00% No change 475 $35K
Highland Investment Advisors LLC 0.01% — 465 $34K
Assetmark, Inc. 0.00% No change 462 $34K
Colonial Trust Co / SC 0.00% No change 450 $33K
SouthState Bank Corp 0.00% No change 450 $33K
Manchester Capital Management LLC 0.00% No change 441 $32K
CX Institutional 0.00% Reduce -41.7% 438 $32K
Ancora Advisors LLC 0.00% No change 420 $31K
Bangor Savings Bank 0.00% No change 408 $30K
Parkside Financial Bank & Trust 0.00% No change 406 $30K
Federation des caisses Desjardins du Quebec 0.00% No change 390 $28K
Financial Life Planners 0.02% Add +0.6% 365 $27K
Key Capital Management, INC 0.01% New 360 $26K
FWL Investment Management, LLC 0.00% No change 300 $22K
AdvisorNet Financial, Inc 0.00% No change 300 $22K
Piscataqua Savings Bank 0.01% No change 300 $22K
Capitol Family Office, Inc. 0.02% No change 297 $22K
Front Row Advisors LLC 0.01% Reduce -51.0% 288 $21K
Fiduciary Financial Advisors 0.00% New 286 $21K
Basepoint Wealth LLC 0.01% No change 280 $20K
CENTRAL TRUST Co 0.00% No change 270 $20K
International Assets Investment Management, LLC 0.00% Add +1322.2% 256 $19K
Pinnacle Wealth Planning Services, Inc. 0.00% New 249 $18K
Country Trust Bank 0.00% No change 240 $17K
Buck Wealth Strategies, LLC 0.00% New 237 $17K
Continuum Advisory, LLC 0.00% New 222 $16K
Tradewinds Capital Management, LLC 0.00% No change 204 $15K
Synergy Investment Management, LLC 0.00% Add +0.5% 198 $14K
Capital Analysts, LLC 0.00% No change 198 $14K
Caldwell Sutter Capital, Inc. 0.00% No change 165 $12K
Private Trust Co. NA 0.00% No change 150 $11K
EverSource Wealth Advisors, LLC 0.00% No change 137 $10K
Whittier Trust Co. of Nevada Inc. 0.00% No change 124 $9K
Fortis Group Advisors, LLC 0.00% No change 126 $9K
Signaturefd, LLC 0.00% No change 125 $9K
Olistico Wealth, LLC 0.00% No change 120 $9K
Armstrong Advisory Group, Inc. 0.00% Reduce -5.6% 118 $9K
CBIZ Investment Advisory Services, LLC 0.00% No change 108 $8K
Main Street Group, LTD 0.00% No change 102 $7K
Concord Wealth Partners 0.00% New 99 $7K
AE Wealth Management LLC 0.00% Add +708.3% 97 $7K
Founders Financial Alliance, LLC 0.00% Add +1.5% 67 $5K
Triumph Capital Management 0.00% Reduce -3.0% 64 $5K
HM Payson & Co. 0.00% New 53 $4K
Aptus Capital Advisors, LLC 0.00% Add +1.9% 53 $4K
EPG Wealth Management LLC 0.00% No change 45 $3K
Evermay Wealth Management LLC 0.00% No change 42 $3K
Core Capital Management & Research, inc. 0.00% — 39 $3K
O'shaughnessy Asset Management, LLC 0.00% Reduce -89.4% 33 $2K
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 $2K
Dunhill Financial, LLC 0.00% Add +225.0% 13 $944
Fairscale Capital, LLC 0.00% No change 12 $872
Capital Advisor Network LLC 0.00% No change 3 $218
Financial Gravity Companies, Inc. 0.00% — 3 $218
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 2 $145
HHM Wealth Advisors, LLC 0.00% New 1 $73
Valley Wealth Managers, Inc. 0.00% New 1 $47

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