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 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $845 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
181
shares
|
$12,865
0.0% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
171
shares
|
$12,154
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
165
shares
|
$11,728
0.01% of portfolio
|
Q1 2025
Reduced 58.96%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
135
shares
|
$9,595
0.01% of portfolio
|
Q4 2023
Reduced 53.13%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
126
shares
|
$8,956
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
117
shares
|
$8,316
0.0% of portfolio
|
Q4 2023
Added 1.74%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
102
shares
|
$7,250
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
97
shares
|
$6,894
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
96
shares
|
$6,823
0.0% of portfolio
|
Q1 2025
Reduced 84.64%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
87
shares
|
$6,183
0.0% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
80
shares
|
$5,686
0.0% of portfolio
|
Q2 2023
Added 1.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
75
shares
|
$5,331
0.0% of portfolio
|
Q1 2024
Reduced 89.78%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
64
shares
|
$4,549
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
51
shares
|
$3,625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
45
shares
|
$3,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
39
shares
|
$2,772
0.0% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
30
shares
|
$2,132
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
21
shares
|
$1,492
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
12
shares
|
$852
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
12
shares
|
$852
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
9
shares
|
$639
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7
shares
|
$497
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|