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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
12,315
shares
|
$860,941
0.06% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
12,073
shares
|
$844,023
0.17% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
11,780
shares
|
$823,539
0.0% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
11,568
shares
|
$808,718
0.71% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
11,469
shares
|
$801,797
0.28% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
11,390
shares
|
$796,274
0.02% of portfolio
|
Q2 2025
Added 162614.3%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
11,346
shares
|
$793,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
11,291
shares
|
$789,353
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
11,174
shares
|
$781,174
0.0% of portfolio
|
Q2 2025
Reduced 20.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,166
shares
|
$780,615
0.0% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
11,147
shares
|
$779,286
0.7% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
10,917
shares
|
$763,207
0.0% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,844
shares
|
$758,104
0.0% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
10,747
shares
|
$751,322
0.31% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,682
shares
|
$746,778
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
10,609
shares
|
$741,675
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
10,156
shares
|
$710,005
0.19% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
9,630
shares
|
$673,233
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
9,207
shares
|
$643,661
0.05% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,154
shares
|
$639,956
0.0% of portfolio
|
Q4 2024
Reduced 18.62%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
9,056
shares
|
$633,104
0.09% of portfolio
|
Q2 2025
Added 45.5%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
8,957
shares
|
$626,183
0.0% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
8,912
shares
|
$623,037
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
8,895
shares
|
$621,849
0.01% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
8,750
shares
|
$611,712
0.01% of portfolio
|
Q2 2025
Reduced 4.27%
|