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 |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
4,263
shares
|
$298,026
0.14% of portfolio
|
Q2 2024
Added 7.57%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
4,233
shares
|
$295,929
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
4,151
shares
|
$290,196
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
4,145
shares
|
$289,776
0.01% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,046
shares
|
$282,855
0.03% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
4,033
shares
|
$281,947
0.17% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,030
shares
|
$281,737
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
3,984
shares
|
$278,521
0.1% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
3,848
shares
|
$269,013
0.2% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
3,730
shares
|
$260,764
0.09% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,699
shares
|
$258,597
0.01% of portfolio
|
Q2 2025
Reduced 53.11%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
3,675
shares
|
$256,919
0.05% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
3,650
shares
|
$255,171
0.07% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
3,633
shares
|
$253,983
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
3,604
shares
|
$251,955
0.01% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
3,600
shares
|
$251,676
0.16% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,507
shares
|
$245,174
0.01% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
3,434
shares
|
$240,070
0.08% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,416
shares
|
$238,812
0.01% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
3,370
shares
|
$235,596
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
3,368
shares
|
$235,456
0.05% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
3,300
shares
|
$230,703
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,289
shares
|
$229,933
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,284
shares
|
$229,584
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
3,262
shares
|
$228,046
0.02% of portfolio
|
Q2 2025
New holding
|