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 242 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
10,081
shares
|
$703,855
0.12% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
9,162
shares
|
$639,690
0.06% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
9,127
shares
|
$637,247
0.06% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,006
shares
|
$628,798
0.02% of portfolio
|
Q3 2024
Added 96.98%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,936
shares
|
$623,911
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
8,832
shares
|
$616,650
0.41% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
8,419
shares
|
$587,814
0.18% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
8,411
shares
|
$587,256
0.02% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,292
shares
|
$578,947
0.07% of portfolio
|
Q3 2024
Reduced 24.18%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
8,247
shares
|
$575,805
0.23% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
8,117
shares
|
$566,728
0.04% of portfolio
|
Q3 2024
Reduced 20.52%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,043
shares
|
$561,562
0.16% of portfolio
|
Q2 2024
Reduced 13.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,956
shares
|
$555,487
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
7,812
shares
|
$545,433
0.02% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
7,735
shares
|
$540,057
0.29% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,693
shares
|
$537,125
0.02% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
7,600
shares
|
$530,632
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,492
shares
|
$523,091
0.02% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 14, 2024 Q2 2024 |
7,455
shares
|
$520,508
0.13% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
7,422
shares
|
$518,204
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
7,239
shares
|
$505,426
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
7,219
shares
|
$504,030
0.11% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
7,161
shares
|
$499,981
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
6,898
shares
|
$481,618
0.04% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,717
shares
|
$468,980
0.0% of portfolio
|
Q3 2024
Added 85.76%
|