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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
22,151
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 21.89%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
21,879
shares
|
$1.56 Million
0.5% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
21,766
shares
|
$1.55 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
21,303
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 52.12%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
21,206
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2025
Added 163.59%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
19,956
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
19,742
shares
|
$1.4 Million
0.18% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
19,514
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
19,349
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
19,251
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
19,167
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
18,624
shares
|
$1.32 Million
0.12% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,611
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
17,291
shares
|
$1.23 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,900
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
16,335
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
16,306
shares
|
$1.16 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
15,535
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 12229.37%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
15,294
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 36.48%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
14,571
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 16.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
14,180
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 25.39%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
14,120
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
13,910
shares
|
$988,722
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
13,892
shares
|
$987,443
0.01% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
13,183
shares
|
$937,047
0.07% of portfolio
|
Q1 2025
Added 65.84%
|