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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
63,735
shares
|
$4.46 Million
0.04% of portfolio
|
Q2 2025
Added 1294.03%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
62,708
shares
|
$4.38 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
|
$4.25 Million
8.47% of portfolio
|
Q3 2023
Added 4.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,991
shares
|
$3.91 Million
0.0% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
54,637
shares
|
$3.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
50,439
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2025
Added 186.41%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
48,161
shares
|
$3.37 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
45,816
shares
|
$3.2 Million
0.01% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
45,787
shares
|
$3.2 Million
0.0% of portfolio
|
Q2 2025
Added 37.96%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
45,262
shares
|
$3.16 Million
3.36% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
44,558
shares
|
$3.12 Million
1.21% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
44,344
shares
|
$3.1 Million
0.31% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
43,726
shares
|
$3.06 Million
7.93% of portfolio
|
Q3 2022
Added 7.31%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
39,725
shares
|
$2.78 Million
1.55% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
39,192
shares
|
$2.74 Million
1.16% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
38,579
shares
|
$2.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,047
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
35,824
shares
|
$2.5 Million
0.0% of portfolio
|
Q2 2025
Added 197.62%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
29,967
shares
|
$2.09 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.98%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
28,323
shares
|
$1.98 Million
0.14% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
27,742
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
26,761
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
26,166
shares
|
$1.83 Million
0.09% of portfolio
|
Q2 2025
Added 31.12%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
25,625
shares
|
$1.79 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
25,189
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Added 13.71%
|