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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,240
shares
|
$226,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,194
shares
|
$223,292
0.01% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
3,120
shares
|
$218,119
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
3,009
shares
|
$210,359
0.01% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$209,730
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
3,000
shares
|
$209,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
2,900
shares
|
$202,739
0.0% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
2,897
shares
|
$202,529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,885
shares
|
$201,690
0.0% of portfolio
|
Q2 2025
Added 43.32%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,842
shares
|
$198,684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,623
shares
|
$183,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,571
shares
|
$179,738
0.0% of portfolio
|
Q2 2025
Added 328.5%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,420
shares
|
$169,182
0.0% of portfolio
|
Q2 2025
Added 29.76%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,333
shares
|
$163,100
0.0% of portfolio
|
Q2 2025
Added 137.82%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,250
shares
|
$157,297
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,100
shares
|
$146,811
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,072
shares
|
$144,853
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,752
shares
|
$122,482
0.0% of portfolio
|
Q2 2025
Added 167.89%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,680
shares
|
$117,448
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,649
shares
|
$115,281
0.0% of portfolio
|
Q2 2025
Reduced 22.62%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,570
shares
|
$109,758
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
1,530
shares
|
$106,962
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,524
shares
|
$106,542
0.01% of portfolio
|
Q2 2020
Added 22.22%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,449
shares
|
$101,299
0.0% of portfolio
|
Q2 2025
Reduced 39.83%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
1,432
shares
|
$100,111
0.03% of portfolio
|
Q2 2025
Added 0.49%
|