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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
3,727
shares
|
$267,151
0.0% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
3,697
shares
|
$265,000
0.01% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
3,675
shares
|
$263,424
0.06% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
3,650
shares
|
$261,632
0.07% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,634
shares
|
$260,485
0.0% of portfolio
|
Q1 2025
Reduced 30.75%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
3,633
shares
|
$260,413
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
3,600
shares
|
$258,048
0.17% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
3,595
shares
|
$257,689
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,565
shares
|
$255,539
0.01% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
3,507
shares
|
$251,381
0.01% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
3,465
shares
|
$248,371
0.01% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
3,394
shares
|
$243,281
0.0% of portfolio
|
Q1 2025
Reduced 93.16%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
3,368
shares
|
$241,418
0.05% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
3,322
shares
|
$238,120
0.02% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
3,321
shares
|
$238,049
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
3,300
shares
|
$236,544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
3,288
shares
|
$235,683
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,284
shares
|
$235,397
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
3,240
shares
|
$232,243
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,232
shares
|
$231,669
0.01% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,158
shares
|
$226,365
0.01% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
3,127
shares
|
$224,143
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
3,120
shares
|
$223,641
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
3,014
shares
|
$216,043
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
3,009
shares
|
$215,685
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|