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 245 institutions that hold shares in the stock, with a total of 8.94 Million shares, which have been reported (via 13F filing form) to have a value of $626 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tsa Wealth Managment LLC
Houston, TX |
Jul 26, 2024 Q2 2024 |
3,120
shares
|
$219,897
0.09% of portfolio
|
Q1 2024
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
3,065
shares
|
$216,021
0.0% of portfolio
|
Q2 2024
Reduced 48.5%
|
|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
3,022
shares
|
$212,990
0.02% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
2,700
shares
|
$190,296
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
2,663
shares
|
$187,688
0.02% of portfolio
|
Q2 2024
Reduced 9.42%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
2,532
shares
|
$178,455
0.01% of portfolio
|
Q2 2024
Reduced 14.83%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
2,457
shares
|
$173,169
0.0% of portfolio
|
Q2 2024
Added 10.08%
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
2,325
shares
|
$163,866
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Aug 07, 2024 Q2 2024 |
2,176
shares
|
$153,364
0.11% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,137
shares
|
$150,615
0.0% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
2,100
shares
|
$148,008
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
2,090
shares
|
$147,303
0.0% of portfolio
|
Q2 2024
Added 0.63%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,072
shares
|
$146,034
0.01% of portfolio
|
Q4 2023
New holding
|
|
Lfa Lugano Financial Advisors Sa
|
Jul 30, 2024 Q2 2024 |
1,809
shares
|
$127,498
0.09% of portfolio
|
Q1 2024
Added 200.0%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
1,680
shares
|
$118,406
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
1,623
shares
|
$114,389
0.0% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
1,581
shares
|
$111,428
0.0% of portfolio
|
Q2 2024
Reduced 10.83%
|
|
Steph & CO
|
Jul 30, 2024 Q2 2024 |
1,530
shares
|
$107,834
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,524
shares
|
$107,411
0.01% of portfolio
|
Q2 2020
Added 22.22%
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
1,464
shares
|
$103,182
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,449
shares
|
$102,125
0.0% of portfolio
|
Q2 2024
Reduced 72.93%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,373
shares
|
$96,769
0.0% of portfolio
|
Q3 2023
Reduced 10.96%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
1,349
shares
|
$95,077
0.03% of portfolio
|
Q2 2024
Added 0.37%
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
1,302
shares
|
$91,764
0.01% of portfolio
|
Q2 2024
Added 0.62%
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
1,260
shares
|
$88,804
0.04% of portfolio
|
Q1 2024
Added 200.0%
|