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 |
|---|---|---|---|---|---|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
67,415
shares
|
$4.75 Million
3.72% of portfolio
|
Q1 2025
Added 26.04%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
60,785
shares
|
$4.28 Million
8.47% of portfolio
|
Q3 2023
Added 4.86%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
56,896
shares
|
$4.01 Million
0.0% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,991
shares
|
$3.95 Million
0.0% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
50,783
shares
|
$3.58 Million
0.07% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
45,262
shares
|
$3.19 Million
3.36% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
44,697
shares
|
$3.15 Million
2.62% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
44,558
shares
|
$3.14 Million
1.21% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
44,150
shares
|
$3.11 Million
0.33% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
44,057
shares
|
$3.11 Million
0.06% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
43,726
shares
|
$3.08 Million
7.93% of portfolio
|
Q3 2022
Added 7.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
41,894
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
39,725
shares
|
$2.8 Million
1.55% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
39,523
shares
|
$2.79 Million
1.4% of portfolio
|
Q1 2025
Reduced 21.82%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
39,507
shares
|
$2.78 Million
0.55% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,047
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
35,665
shares
|
$2.51 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
35,034
shares
|
$2.47 Million
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
33,188
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
Added 4600.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
27,742
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
27,706
shares
|
$1.95 Million
0.16% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
26,472
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Added 21.11%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
25,625
shares
|
$1.81 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
25,393
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
24,886
shares
|
$1.75 Million
0.59% of portfolio
|
Q2 2025
New holding
|