Institutional Ownership Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK). We have compiled data on the 270 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $740 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
1,575,322
shares
|
$108 Million
2.31% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
961,699
shares
|
$65.9 Million
0.01% of portfolio
|
Q2 2025
Added 54.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
919,966
shares
|
$63 Million
0.02% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
724,173
shares
|
$49.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
648,945
shares
|
$44.5 Million
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
536,501
shares
|
$36.8 Million
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
467,813
shares
|
$32.1 Million
0.01% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
441,702
shares
|
$30.3 Million
0.01% of portfolio
|
Q2 2025
Added 154.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
288,797
shares
|
$19.8 Million
0.06% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
287,896
shares
|
$19.7 Million
0.0% of portfolio
|
Q2 2025
Added 24.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
261,865
shares
|
$17.9 Million
0.0% of portfolio
|
Q2 2025
Added 15.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
260,660
shares
|
$17.9 Million
0.02% of portfolio
|
Q3 2025
Added 280.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
186,389
shares
|
$12.8 Million
0.03% of portfolio
|
Q2 2025
Added 1977.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
172,194
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
137,128
shares
|
$9.4 Million
0.02% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
136,551
shares
|
$9.36 Million
0.0% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
119,680
shares
|
$8.2 Million
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
111,100
shares
|
$7.61 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
92,897
shares
|
$6.37 Million
0.16% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
75,439
shares
|
$5.17 Million
1.75% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
73,292
shares
|
$5.02 Million
0.03% of portfolio
|
Q2 2025
Added 213.15%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
72,925
shares
|
$5 Million
0.05% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
63,735
shares
|
$4.37 Million
0.04% of portfolio
|
Q2 2025
Added 1294.03%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
62,708
shares
|
$4.3 Million
3.21% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
60,785
shares
|
$4.16 Million
8.47% of portfolio
|
Q3 2023
Added 4.86%
|