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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
12,121
shares
|
$868,833
0.0% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
12,110
shares
|
$868,044
0.19% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
12,037
shares
|
$862,812
0.0% of portfolio
|
Q1 2025
Added 76.01%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
11,957
shares
|
$857,077
0.16% of portfolio
|
Q1 2025
Reduced 45.07%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
11,835
shares
|
$848,332
0.61% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
11,346
shares
|
$813,281
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
11,261
shares
|
$807,188
0.3% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
10,750
shares
|
$770,560
0.0% of portfolio
|
Q1 2025
Reduced 64.51%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
10,645
shares
|
$763,033
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
10,609
shares
|
$760,453
0.34% of portfolio
|
Q1 2025
Added 19.97%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
10,100
shares
|
$723,968
0.02% of portfolio
|
Q1 2025
Added 32.89%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,100
shares
|
$723,968
0.21% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
9,971
shares
|
$714,721
0.04% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,843
shares
|
$705,546
0.0% of portfolio
|
Q1 2025
Added 55.77%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
9,381
shares
|
$672,430
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,154
shares
|
$656,158
0.0% of portfolio
|
Q4 2024
Reduced 18.62%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
9,140
shares
|
$655,155
0.01% of portfolio
|
Q1 2025
Reduced 53.16%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
9,101
shares
|
$652,359
0.05% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,971
shares
|
$643,041
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
8,912
shares
|
$638,812
0.02% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
8,639
shares
|
$619,243
0.0% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
8,307
shares
|
$595,445
0.67% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
8,186
shares
|
$586,772
0.04% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,109
shares
|
$581,253
0.13% of portfolio
|
Q1 2025
Reduced 96.12%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
8,043
shares
|
$576,522
0.17% of portfolio
|
Q2 2024
Reduced 13.15%
|