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 277 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 $831 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
198
shares
|
$13,955
0.0% of portfolio
|
Q1 2025
Reduced 69.59%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
196
shares
|
$13,814
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
195
shares
|
$13,743
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
181
shares
|
$12,756
0.0% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
165
shares
|
$11,629
0.01% of portfolio
|
Q1 2025
Reduced 58.96%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
135
shares
|
$9,514
0.01% of portfolio
|
Q4 2023
Reduced 53.13%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
126
shares
|
$8,880
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
123
shares
|
$8,669
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
120
shares
|
$8,457
0.0% of portfolio
|
Q2 2025
Added 207.69%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
117
shares
|
$8,246
0.0% of portfolio
|
Q4 2023
Added 1.74%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
107
shares
|
$7,541
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
102
shares
|
$7,188
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
97
shares
|
$6,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
96
shares
|
$6,766
0.0% of portfolio
|
Q1 2025
Reduced 84.64%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
87
shares
|
$6,131
0.0% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
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 |
Apr 21, 2025 Q1 2025 |
75
shares
|
$5,286
0.0% of portfolio
|
Q1 2024
Reduced 89.78%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
64
shares
|
$4,510
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
51
shares
|
$3,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
45
shares
|
$3,171
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
30
shares
|
$2,114
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
21
shares
|
$1,480
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
12
shares
|
$845
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
12
shares
|
$845
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9
shares
|
$634
0.0% of portfolio
|
Q1 2024
Added 200.0%
|