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 241 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $667 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
One Charles Private Wealth Services, LLC
|
May 14, 2024 Q1 2024 |
4,593
shares
|
$301,989
0.14% of portfolio
|
Q1 2024
Added 191.62%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
4,591
shares
|
$301,858
0.01% of portfolio
|
Q1 2024
Added 152.25%
|
|
Sonata Capital Group Inc
|
Apr 29, 2024 Q1 2024 |
4,520
shares
|
$297,190
0.14% of portfolio
|
Q1 2024
Added 314.68%
|
|
Brown Brothers Harriman & CO
New York, NY |
May 10, 2024 Q1 2024 |
4,500
shares
|
$295,875
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2024 Q1 2024 |
4,479
shares
|
$294,494
0.07% of portfolio
|
Q1 2024
Added 79.95%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
4,322
shares
|
$284,171
0.0% of portfolio
|
Q1 2024
Added 187.94%
|
|
Meridian Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
4,286
shares
|
$281,804
0.05% of portfolio
|
Q1 2024
Added 179.22%
|
|
Abbrea Capital, LLC
|
May 07, 2024 Q1 2024 |
4,200
shares
|
$276,150
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
Charter Oak Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
3,981
shares
|
$261,750
0.03% of portfolio
|
Q1 2024
Added 204.13%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
3,975
shares
|
$261,356
0.0% of portfolio
|
Q1 2024
Added 71.26%
|
|
Adirondack Trust CO
|
Apr 09, 2024 Q1 2024 |
3,970
shares
|
$261,027
0.11% of portfolio
|
Q1 2024
Added 211.62%
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 09, 2024 Q1 2024 |
3,963
shares
|
$260,567
0.17% of portfolio
|
Q1 2024
Added 200.0%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
3,944
shares
|
$259,318
0.0% of portfolio
|
Q1 2024
New holding
|
|
Gray Wealth Management Inc.
Bangor, ME |
May 02, 2024 Q1 2024 |
3,826
shares
|
$251,559
0.12% of portfolio
|
Q1 2024
Added 181.32%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
3,816
shares
|
$250,902
0.01% of portfolio
|
Q1 2024
New holding
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
3,807
shares
|
$250,310
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
3,709
shares
|
$243,866
0.01% of portfolio
|
Q1 2024
Added 212.47%
|
|
Affiance Financial, LLC
|
Apr 15, 2024 Q1 2024 |
3,675
shares
|
$241,631
0.07% of portfolio
|
Q1 2024
Added 200.0%
|
|
Bailard, Inc.
|
May 08, 2024 Q1 2024 |
3,633
shares
|
$238,869
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
V2 Financial Group LLC
Naperville, IL |
May 09, 2024 Q1 2024 |
3,600
shares
|
$236,700
0.17% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
First Merchants Corp
|
Apr 25, 2024 Q1 2024 |
3,576
shares
|
$235,122
0.02% of portfolio
|
Q1 2024
Added 181.13%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 13, 2024 Q1 2024 |
3,435
shares
|
$225,851
0.06% of portfolio
|
Q1 2024
Added 200.0%
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 19, 2024 Q1 2024 |
3,321
shares
|
$218,355
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
3,288
shares
|
$216,186
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
Diversified, LLC
|
May 02, 2024 Q1 2024 |
3,281
shares
|
$215,725
0.03% of portfolio
|
Q1 2024
Added 199.91%
|