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 |
---|---|---|---|---|---|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
117
shares
|
$8,246
0.0% of portfolio
|
Q4 2023
Added 1.74%
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
102
shares
|
$7,188
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
85
shares
|
$5,990
0.0% of portfolio
|
Q2 2024
Added 1.19%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
80
shares
|
$5,638
0.0% of portfolio
|
Q2 2023
Added 1.27%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
75
shares
|
$5,286
0.0% of portfolio
|
Q1 2024
Reduced 89.78%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
65
shares
|
$4,581
0.01% of portfolio
|
Q4 2023
New holding
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 20, 2024 Q2 2024 |
64
shares
|
$4,510
0.0% of portfolio
|
Q2 2024
Added 1.59%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
63
shares
|
$4,440
0.0% of portfolio
|
Q2 2024
Reduced 41.67%
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
58
shares
|
$4,087
0.0% of portfolio
|
Q2 2024
Added 1350.0%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
51
shares
|
$3,594
0.0% of portfolio
|
Q2 2024
New holding
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
30
shares
|
$2,114
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
30
shares
|
$2,114
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
Oakworth Capital, Inc.
|
Jul 19, 2024 Q2 2024 |
21
shares
|
$1,480
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
15
shares
|
$1,057
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
12
shares
|
$845
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
12
shares
|
$845
0.0% of portfolio
|
Q2 2024
New holding
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
9
shares
|
$634
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 31, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|