IYK Institutional Ownership & Shareholders
ISHARES US CONSUMER STAPLES (IYK) is currently held by 282 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $879.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Dynasty Wealth Management, Llc is currently the largest disclosed institutional shareholder of IYK tracked by InsiderSet, reporting ownership valued at approximately $126.46M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $135.81M, representing an estimated gain of +7.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed IYK value among the investors covered in this analysis. Major shareholders include Dynasty Wealth Management, Llc, Jpmorgan Chase & Co, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES US CONSUMER STAPLES (IYK).
This page ranks the largest institutional IYK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
282
Total Reported Value
$879.43M
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$126.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, Llc | 0.94% | 1,740,483 | $126,463,464 | $135,809,888 | +$9,346,424 | +7.39% | |
| Jpmorgan Chase & Co | 0.00% | 989,730 | $72,764,981 | $77,228,632 | +$4,463,651 | +6.13% | |
| Lpl Financial Llc | 0.01% | 819,267 | $59,527,948 | $63,927,404 | +$4,399,456 | +7.39% | |
| Sagespring Wealth Partners, Llc | 0.87% | 827,040 | $58,496,563 | $64,533,931 | +$6,037,368 | +10.32% | |
| Openarc Corporate Advisory, Llc | 0.63% | 788,812 | $55,792,673 | $61,551,000 | +$5,758,327 | +10.32% | |
| Morgan Stanley | 0.00% | 684,765 | $49,755,047 | $53,432,213 | +$3,677,166 | +7.39% | |
| Bank Of America Corp | 0.00% | 559,882 | $40,681,034 | $43,687,592 | +$3,006,558 | +7.39% | |
| Ubs Group Ag | 0.00% | 365,210 | $26,536,158 | $28,497,336 | +$1,961,178 | +7.39% | |
| Pgim Custom Harvest Llc | 0.28% | 308,545 | $22,418,844 | $24,075,766 | +$1,656,922 | +7.39% | |
| Royal Bank Of Canada | 0.00% | 270,687 | $19,667,000 | $21,121,707 | +$1,454,707 | +7.40% | |
| Bnp Paribas Financial Markets | 0.01% | 251,360 | $18,263,818 | $19,613,621 | +$1,349,803 | +7.39% | |
| Wells Fargo & Company/Mn | 0.00% | 242,439 | $17,615,624 | $18,917,515 | +$1,301,891 | +7.39% | |
| Raymond James Financial Inc | 0.00% | 217,097 | $15,774,227 | $16,940,079 | +$1,165,852 | +7.39% | |
| Goldman Sachs Group Inc | 0.00% | 216,398 | $15,723,479 | $16,885,536 | +$1,162,057 | +7.39% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 214,283 | $15,569,775 | $16,720,502 | +$1,150,727 | +7.39% | |
| Cetera Investment Advisers | 0.01% | 211,879 | $15,395,108 | $16,532,918 | +$1,137,810 | +7.39% | |
| Osaic Holdings, Inc. | 0.02% | 205,812 | $14,959,703 | $16,059,510 | +$1,099,807 | +7.35% | |
| Ameriprise Financial Inc | 0.00% | 186,826 | $13,574,206 | $14,578,033 | +$1,003,827 | +7.40% | |
| Cibc World Market Inc. | 0.02% | 141,612 | $10,289,528 | $11,049,984 | +$760,456 | +7.39% | |
| Commonwealth Equity Services, Llc | 0.01% | 136,573 | $9,923,381 | $10,656,791 | +$733,410 | +7.39% | |
| Mgo One Seven Llc | 0.14% | 122,820 | $8,687,046 | $9,583,645 | +$896,599 | +10.32% | |
| Key Client Fiduciary Advisors, Llc | 2.36% | 118,712 | $8,396,534 | $9,263,097 | +$866,563 | +10.32% | |
| Stifel Financial Corp | 0.01% | 113,672 | $8,259,449 | $8,869,826 | +$610,377 | +7.39% | |
| Zurich Insurance Group Ltd/Fi | 0.05% | 102,650 | $7,458,549 | $8,009,780 | +$551,231 | +7.39% | |
| Unique Wealth, Llc | 0.83% | 103,260 | $7,303,573 | $8,057,378 | +$753,805 | +10.32% | |
| Envestnet Asset Management Inc | 0.00% | 79,192 | $5,754,095 | $6,179,352 | +$425,257 | +7.39% | |
| Principal Securities, Inc. | 0.06% | 66,583 | $4,837,921 | $5,195,471 | +$357,550 | +7.39% | |
| Jones Financial Companies Lllp | 0.00% | 65,416 | $4,817,865 | $5,104,410 | +$286,545 | +5.95% | |
| Wealthspring Partners, Llc | 4.87% | 65,026 | $4,599,261 | $5,073,979 | +$474,718 | +10.32% | |
| Aspen Wealth Strategies, Llc | 1.76% | 50,014 | $3,634,041 | $3,902,592 | +$268,551 | +7.39% | |
| Mml Investors Services, Llc | 0.01% | 45,524 | $3,307,765 | $3,552,238 | +$244,473 | +7.39% | |
| Centerline Wealth Advisors, Llc | 1.00% | 45,286 | $3,203,111 | $3,533,667 | +$330,556 | +10.32% | |
| Newedge Advisors, Llc | 0.01% | 40,168 | $2,918,532 | $3,134,309 | +$215,777 | +7.39% | |
| First Citizens Financial Corp | 1.13% | 38,008 | $2,688,306 | $2,965,764 | +$277,458 | +10.32% | |
| Conservest Capital Advisors, Inc. | 0.21% | 36,530 | $2,654,268 | $2,850,436 | +$196,168 | +7.39% | |
| Sanctuary Advisors, Llc | 0.01% | 35,943 | $2,611,641 | $2,804,632 | +$192,991 | +7.39% | |
| Thrivent Financial For Lutherans | 0.00% | 34,897 | $2,536,000 | $2,723,013 | +$187,013 | +7.37% | |
| Storen Legacy Partners, Llc | 0.67% | 33,833 | $2,458,306 | $2,639,989 | +$181,683 | +7.39% | |
| Xtx Topco Ltd | 0.03% | 33,193 | $2,411,803 | $2,590,050 | +$178,247 | +7.39% | |
| Madison Park Capital Advisors, Llc | 1.44% | 31,749 | $2,245,613 | $2,477,374 | +$231,761 | +10.32% | |
| Assuredpartners Investment Advisors, Llc | 0.21% | 30,180 | $2,192,903 | $2,354,945 | +$162,042 | +7.39% | |
| Signal Advisors Wealth, Llc | 0.09% | 28,749 | $2,033,436 | $2,243,284 | +$209,848 | +10.32% | |
| Consolidated Investment Group Llc | 0.18% | 27,900 | $2,027,214 | $2,177,037 | +$149,823 | +7.39% | |
| Susquehanna International Group, Llp | 0.00% | 27,163 | $1,973,663 | $2,119,529 | +$145,866 | +7.39% | |
| Wealthcare Investment Partners, Llc | 0.47% | 26,361 | $1,915,368 | $2,056,949 | +$141,581 | +7.39% | |
| Focus Partners Wealth | 0.00% | 26,277 | $1,909,336 | $2,050,394 | +$141,058 | +7.39% | |
| Citadel Advisors Llc | 0.00% | 25,805 | $1,874,991 | $2,013,564 | +$138,573 | +7.39% | |
| Kestra Advisory Services, Llc | 0.01% | 25,339 | $1,841,147 | $1,977,202 | +$136,055 | +7.39% | |
| Matthew Goff Investment Advisor, Llc | 0.26% | 24,384 | $1,724,674 | $1,902,684 | +$178,010 | +10.32% | |
| Penobscot Wealth Management | 0.44% | 24,201 | $1,711,749 | $1,888,404 | +$176,655 | +10.32% |
Frequently asked questions about IYK
Who are the largest institutional holders of IYK?
The largest institutional holders of IYK reported in the latest SEC Form 13F filings include Dynasty Wealth Management, Llc, Jpmorgan Chase & Co, Lpl Financial Llc, Sagespring Wealth Partners, Llc, and Openarc Corporate Advisory, Llc. InsiderSet ranks institutional holders by their latest reported IYK position.
What is IYK institutional ownership?
This page tracks IYK positions reported by institutional investment managers through SEC Form 13F. ISHARES US CONSUMER STAPLES (IYK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IYK?
InsiderSet currently tracks 282 institutional managers reporting IYK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IYK shareholders.
How much IYK stock do institutions own?
Institutional investment managers disclosed approximately $879.43M in IYK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IYK institutional ownership last updated?
The latest IYK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IYK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IYK position after the reporting date.
Are institutions buying or selling IYK?
Institutional buying and selling can be analyzed by comparing IYK positions across consecutive 13F reporting periods. InsiderSet's IYK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IYK ownership changes.
How has IYK institutional ownership changed over time?
InsiderSet tracks IYK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.