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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
25,021
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
24,886
shares
|
$1.74 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
24,857
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
24,207
shares
|
$1.69 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
23,866
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
22,476
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
21,744
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
21,450
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
Added 179.66%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
21,131
shares
|
$1.48 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
20,416
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Added 1876.38%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
18,829
shares
|
$1.32 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
18,232
shares
|
$1.27 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
18,008
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 43.35%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
17,297
shares
|
$1.21 Million
0.53% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,989
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
16,256
shares
|
$1.14 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
15,935
shares
|
$1.11 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
13,771
shares
|
$962,730
0.01% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
13,580
shares
|
$949,377
0.0% of portfolio
|
Q2 2025
Added 224.11%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
13,169
shares
|
$920,644
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
12,761
shares
|
$892,121
0.08% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
12,665
shares
|
$885,410
0.01% of portfolio
|
Q2 2025
Added 347.68%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
12,519
shares
|
$875,203
0.0% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
12,431
shares
|
$869,051
0.02% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
12,412
shares
|
$867,722
0.0% of portfolio
|
Q2 2025
Added 0.38%
|