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 273 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $843 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
23,405
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Added 20.96%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
22,151
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Added 21.89%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
21,879
shares
|
$1.57 Million
0.5% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
21,303
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 52.12%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
19,956
shares
|
$1.43 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
19,742
shares
|
$1.42 Million
0.18% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
19,251
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
19,167
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
18,624
shares
|
$1.33 Million
0.12% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,684
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,611
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
17,291
shares
|
$1.24 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
17,009
shares
|
$1.22 Million
0.24% of portfolio
|
Q1 2025
Added 7666.67%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
16,335
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
16,306
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
14,571
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 16.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
14,180
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 25.39%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
14,120
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
13,910
shares
|
$997,068
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
13,892
shares
|
$995,778
0.01% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
13,183
shares
|
$944,957
0.07% of portfolio
|
Q1 2025
Added 65.84%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
13,162
shares
|
$943,452
0.01% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
12,690
shares
|
$909,619
0.07% of portfolio
|
Q1 2024
Added 193.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
12,562
shares
|
$900,444
0.0% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
12,365
shares
|
$886,323
0.0% of portfolio
|
Q1 2025
Reduced 3.3%
|