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 246 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 $640 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
18,480
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
18,043
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
18,003
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
17,834
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
17,708
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
17,685
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
17,580
shares
|
$1.16 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,973
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
16,531
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
15,823
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
14,949
shares
|
$982,149
0.01% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
14,004
shares
|
$920,062
0.0% of portfolio
|
Q4 2024
Added 25.3%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
13,458
shares
|
$884,190
0.01% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
13,308
shares
|
$874,335
0.02% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
13,269
shares
|
$871,773
0.03% of portfolio
|
Q4 2024
Added 18.7%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
12,787
shares
|
$840,105
0.0% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
12,740
shares
|
$837,018
0.18% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
12,690
shares
|
$833,733
0.07% of portfolio
|
Q1 2024
Added 193.07%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
12,519
shares
|
$822,498
0.0% of portfolio
|
Q1 2024
Added 141.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
12,461
shares
|
$818,687
0.0% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
11,846
shares
|
$778,282
0.3% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
11,309
shares
|
$743,001
0.02% of portfolio
|
Q4 2024
Added 34.45%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
11,206
shares
|
$736,234
0.0% of portfolio
|
Q3 2024
Added 232.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,148
shares
|
$732,423
0.0% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,294
shares
|
$676,315
0.05% of portfolio
|
Q3 2024
Added 1.69%
|