ISHARES US CONSUMER STAPLES (IYK) Institutional Shareholders
ISHARES US CONSUMER STAPLES (IYK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $921.72M in IYK holdings during the latest filing period.
Dynasty Wealth Management, Llc is currently the largest disclosed institutional shareholder of IYK tracked by InsiderSet, reporting ownership valued at approximately $149.08M in its March 31, 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 $157.96M, representing an estimated gain of +5.95% 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, Openarc Corporate Advisory, Llc, 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
296
Total Reported Value
$921.72M
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$149.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
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 | 1.30% | 2,128,826 | $149,081,674 | $157,958,889 | +$8,877,215 | +5.95% | |
| Openarc Corporate Advisory, Llc | 0.99% | 989,925 | $69,324,448 | $73,452,435 | +$4,127,987 | +5.95% | |
| Lpl Financial Llc | 0.02% | 859,426 | $60,185,610 | $63,769,409 | +$3,583,799 | +5.95% | |
| Sagespring Wealth Partners, Llc | 0.87% | 779,206 | $56,617,107 | $57,817,085 | +$1,199,978 | +2.12% | |
| Morgan Stanley | 0.00% | 688,325 | $48,203,547 | $51,073,715 | +$2,870,168 | +5.95% | |
| Ameriprise Financial Inc | 0.01% | 585,015 | $40,972,442 | $43,408,113 | +$2,435,671 | +5.94% | |
| Bank Of America Corp | 0.00% | 578,075 | $40,482,600 | $42,893,165 | +$2,410,565 | +5.95% | |
| Steward Partners Investment Advisory, Llc | 0.20% | 555,676 | $38,913,939 | $41,231,159 | +$2,317,220 | +5.95% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 466,767 | $32,687,676 | $34,634,111 | +$1,946,435 | +5.95% | |
| Bnp Paribas Financial Markets | 0.02% | 401,015 | $28,083,080 | $29,755,313 | +$1,672,233 | +5.95% | |
| Ubs Group Ag | 0.00% | 376,047 | $26,334,572 | $27,902,687 | +$1,568,115 | +5.95% | |
| Pgim Custom Harvest Llc | 0.35% | 319,027 | $22,341,459 | $23,671,803 | +$1,330,344 | +5.95% | |
| Royal Bank Of Canada | 0.00% | 312,442 | $21,879,000 | $23,183,196 | +$1,304,196 | +5.96% | |
| Goldman Sachs Group Inc | 0.00% | 256,761 | $17,980,973 | $19,051,666 | +$1,070,693 | +5.95% | |
| Raymond James Financial Inc | 0.01% | 256,275 | $17,946,994 | $19,015,605 | +$1,068,611 | +5.95% | |
| Wells Fargo & Company/Mn | 0.00% | 254,512 | $17,823,485 | $18,884,790 | +$1,061,305 | +5.95% | |
| Cetera Investment Advisers | 0.02% | 214,107 | $14,993,910 | $15,886,739 | +$892,829 | +5.95% | |
| Osaic Holdings, Inc. | 0.02% | 181,492 | $12,712,813 | $13,466,706 | +$753,893 | +5.93% | |
| Commonwealth Equity Services, Llc | 0.01% | 136,573 | $9,923,381 | $10,133,717 | +$210,336 | +2.12% | |
| Cibc World Market Inc. | 0.02% | 131,950 | $9,240,459 | $9,790,690 | +$550,231 | +5.95% | |
| Mgo One Seven Llc | 0.14% | 118,324 | $8,597,430 | $8,779,641 | +$182,211 | +2.12% | |
| Key Client Fiduciary Advisors, Llc | 2.48% | 117,020 | $8,502,666 | $8,682,884 | +$180,218 | +2.12% | |
| Wealthspring Partners, Llc | 6.34% | 98,657 | $6,908,971 | $7,320,349 | +$411,378 | +5.95% | |
| Unique Wealth, Llc | 0.80% | 94,306 | $6,852,242 | $6,997,505 | +$145,263 | +2.12% | |
| Envestnet Asset Management Inc | 0.00% | 79,192 | $5,754,095 | $5,876,046 | +$121,951 | +2.12% | |
| Zurich Insurance Group Ltd/Fi | 0.04% | 68,450 | $4,793,554 | $5,078,990 | +$285,436 | +5.95% | |
| Jones Financial Companies Lllp | 0.00% | 61,263 | $4,270,008 | $4,545,715 | +$275,707 | +6.46% | |
| Aspen Wealth Strategies, Llc | 1.86% | 49,438 | $3,462,150 | $3,668,300 | +$206,150 | +5.95% | |
| Centerline Wealth Advisors, Llc | 1.03% | 45,380 | $3,297,293 | $3,367,196 | +$69,903 | +2.12% | |
| Mml Investors Services, Llc | 0.01% | 42,208 | $2,955,858 | $3,131,834 | +$175,976 | +5.95% | |
| First Citizens Financial Corp | 1.16% | 38,154 | $2,772,270 | $2,831,027 | +$58,757 | +2.12% | |
| Susquehanna International Group, Llp | 0.00% | 39,392 | $2,758,622 | $2,922,886 | +$164,264 | +5.95% | |
| Conservest Capital Advisors, Inc. | 0.21% | 36,530 | $2,654,268 | $2,710,526 | +$56,258 | +2.12% | |
| Money Concepts Capital Corp | 0.14% | 35,212 | $2,465,920 | $2,612,730 | +$146,810 | +5.95% | |
| Storen Legacy Partners, Llc | 0.67% | 33,833 | $2,458,306 | $2,510,409 | +$52,103 | +2.12% | |
| Principal Securities, Inc. | 0.03% | 31,536 | $2,208,466 | $2,339,971 | +$131,505 | +5.95% | |
| Tower Research Capital Llc (Trc) | 0.06% | 30,903 | $2,164,137 | $2,293,003 | +$128,866 | +5.95% | |
| D. E. Shaw & Co., Inc. | 0.00% | 30,766 | $2,154,543 | $2,282,837 | +$128,294 | +5.95% | |
| Wealthcare Investment Partners, Llc | 0.60% | 30,803 | $2,150,976 | $2,285,583 | +$134,607 | +6.26% | |
| Sanctuary Advisors, Llc | 0.01% | 30,280 | $2,120,536 | $2,246,776 | +$126,240 | +5.95% | |
| Consolidated Investment Group Llc | 0.18% | 27,900 | $2,027,214 | $2,070,180 | +$42,966 | +2.12% | |
| Jane Street Group, Llc | 0.00% | 28,412 | $1,989,692 | $2,108,170 | +$118,478 | +5.95% | |
| Xtx Topco Ltd | 0.03% | 26,607 | $1,863,288 | $1,974,239 | +$110,951 | +5.95% | |
| Kestra Advisory Services, Llc | 0.01% | 25,339 | $1,841,147 | $1,880,154 | +$39,007 | +2.12% | |
| Matthew Goff Investment Advisor, Llc | 0.31% | 25,060 | $1,820,873 | $1,859,452 | +$38,579 | +2.12% | |
| Penobscot Wealth Management | 0.47% | 24,153 | $1,754,947 | $1,792,153 | +$37,206 | +2.12% | |
| Sfi Advisors, Llc | 1.49% | 23,834 | $1,731,778 | $1,768,483 | +$36,705 | +2.12% | |
| Wall Street Financial Group, Inc. | 0.90% | 23,124 | $1,680,192 | $1,715,801 | +$35,609 | +2.12% | |
| B. Riley Wealth Advisors, Inc. | 0.09% | 22,386 | $1,645,818 | $1,661,041 | +$15,223 | +0.92% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 23,300 | $1,631,699 | $1,728,860 | +$97,161 | +5.95% |
Frequently asked questions about IYK
Who owns the most IYK stock?
The largest holders of IYK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES US CONSUMER STAPLES (IYK).
Is IYK widely held by superinvestors?
Many widely followed stocks like IYK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IYK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.