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 275 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 $839 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
|
$4.79 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
|
$4.32 Million
8.47% of portfolio
|
Q3 2023
Added 4.86%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
56,896
shares
|
$4.04 Million
0.0% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,991
shares
|
$3.98 Million
0.0% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
49,631
shares
|
$3.53 Million
1.51% of portfolio
|
Q1 2025
Reduced 27.23%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
49,453
shares
|
$3.52 Million
0.06% of portfolio
|
Q4 2024
Added 75.81%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
45,262
shares
|
$3.22 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
|
$3.18 Million
2.62% of portfolio
|
Q1 2025
New holding
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
44,654
shares
|
$3.17 Million
1.8% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
44,150
shares
|
$3.14 Million
0.33% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
44,057
shares
|
$3.13 Million
0.06% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
43,726
shares
|
$3.11 Million
7.93% of portfolio
|
Q3 2022
Added 7.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
42,528
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
41,894
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
39,523
shares
|
$2.81 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
|
$2.81 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
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
35,665
shares
|
$2.54 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
35,034
shares
|
$2.49 Million
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
27,742
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
27,706
shares
|
$1.97 Million
0.16% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
26,472
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Added 21.11%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
26,371
shares
|
$1.87 Million
0.35% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
25,393
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
23,163
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|