13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
IYK

ISHARES US CONSUMER STAPLES

310 institutions still hold ISHARES US CONSUMER STAPLES as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287812·Exchange Traded Fund·310 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.1%
vs prior quarter
13F value held
$820M
60.0% inst. owned
of float
Holders
310
+102 QoQ
filers reporting
Activity
+52 / −10
+755 added · −657 reduced
this quarter
Concentration
18.18%
Dynasty Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

310 institutions reported IYK in Q1 2026. Dynasty Wealth Management, LLC leads at 18.2% of the visible book. +102 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Dynasty Wealth Management, LLC
CIK 0001727599
$149M2.1M1.30%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$79M1.1M0.01%Q1 202603
OpenArc Corporate Advisory, LLC
CIK 0002111345
$69M990K0.99%Q1 202604
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$63M901K1.15%Q1 202605
LPL Financial LLC
CIK 0001403438
$60M859K0.02%Q1 202606
MORGAN STANLEY
CIK 0000895421
$48M688K0.00%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$41M585K0.01%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$40M578K0.00%Q1 202609
Steward Partners Investment Advisory, LLC
CIK 0001723397
$39M556K0.20%Q1 202610
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$33M467K0.02%Q1 202611
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$28M401K0.01%Q1 202612
UBS Group AG
CIK 0001610520
$26M376K0.00%Q1 202613
PGIM Custom Harvest LLC
CIK 0001845793
$22M319K0.35%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$22M312K0.00%Q1 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$18M257K0.00%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$18M256K0.01%Q1 202617
CITADEL ADVISORS LLC
CIK 0001423053
$18M268K0.00%Q4 202518
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M255K0.00%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$15M214K0.02%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$13M181K0.02%Q1 2026
Page 1 of 16
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