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 244 institutions that hold shares in the stock, with a total of 9.64 Million shares, which have been reported (via 13F filing form) to have a value of $632 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
140
shares
|
$9,175
0.01% of portfolio
|
Q3 2024
Added 141.38%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
135
shares
|
$8,847
0.01% of portfolio
|
Q4 2023
Reduced 53.13%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
126
shares
|
$8,258
0.0% of portfolio
|
Q3 2024
Reduced 86.45%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
117
shares
|
$7,668
0.0% of portfolio
|
Q4 2023
Added 1.74%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
102
shares
|
$6,685
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
86
shares
|
$5,636
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
80
shares
|
$5,243
0.0% of portfolio
|
Q2 2023
Added 1.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
75
shares
|
$4,915
0.0% of portfolio
|
Q1 2024
Reduced 89.78%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
64
shares
|
$4,194
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
63
shares
|
$4,129
0.0% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
63
shares
|
$4,129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
45
shares
|
$2,949
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
30
shares
|
$1,966
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
21
shares
|
$1,376
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
15
shares
|
$983
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
12
shares
|
$786
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
12
shares
|
$786
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
9
shares
|
$589
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|