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 274 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $775 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
165
shares
|
$11,535
0.0% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
143
shares
|
$9,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
135
shares
|
$9,437
0.01% of portfolio
|
Q4 2023
Reduced 53.13%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
126
shares
|
$8,808
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
123
shares
|
$8,598
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
120
shares
|
$8,389
0.0% of portfolio
|
Q2 2025
Added 207.69%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
117
shares
|
$8,179
0.0% of portfolio
|
Q4 2023
Added 1.74%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
107
shares
|
$7,480
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
102
shares
|
$7,130
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
96
shares
|
$6,711
0.0% of portfolio
|
Q1 2025
Reduced 84.64%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
96
shares
|
$6,711
0.0% of portfolio
|
Q2 2025
Reduced 75.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
87
shares
|
$6,082
0.0% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
80
shares
|
$5,592
0.0% of portfolio
|
Q2 2023
Added 1.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
75
shares
|
$5,243
0.0% of portfolio
|
Q1 2024
Reduced 89.78%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
65
shares
|
$4,544
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
51
shares
|
$3,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
50
shares
|
$3,495
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
45
shares
|
$3,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
30
shares
|
$2,097
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
21
shares
|
$1,468
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
18
shares
|
$1,258
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
12
shares
|
$838
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9
shares
|
$629
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|