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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
7,993
shares
|
$572,938
0.02% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
7,970
shares
|
$571,289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
7,962
shares
|
$570,716
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
7,888
shares
|
$565,411
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
7,812
shares
|
$559,964
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
7,670
shares
|
$549,785
0.02% of portfolio
|
Q1 2025
Reduced 63.83%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
7,295
shares
|
$522,905
0.53% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,237
shares
|
$518,748
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,990
shares
|
$501,043
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
6,908
shares
|
$495,165
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
6,844
shares
|
$490,577
0.12% of portfolio
|
Q1 2025
Added 467.03%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
6,770
shares
|
$485,273
0.12% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,615
shares
|
$474,163
0.0% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,594
shares
|
$472,657
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
6,555
shares
|
$469,862
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
6,285
shares
|
$450,508
0.01% of portfolio
|
Q3 2024
Added 60.54%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
6,224
shares
|
$446,136
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,201
shares
|
$444,487
0.27% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
6,196
shares
|
$444,129
0.0% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
6,006
shares
|
$430,510
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,871
shares
|
$420,833
0.01% of portfolio
|
Q1 2025
Reduced 21.49%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,852
shares
|
$419,471
0.33% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,679
shares
|
$407,070
0.0% of portfolio
|
Q1 2025
Added 84.68%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
5,598
shares
|
$401,264
0.13% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
5,532
shares
|
$396,533
0.25% of portfolio
|
Q1 2025
Reduced 4.69%
|