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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,109
shares
|
$576,387
0.13% of portfolio
|
Q1 2025
Reduced 96.12%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
8,043
shares
|
$571,696
0.17% of portfolio
|
Q2 2024
Reduced 13.15%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
7,993
shares
|
$568,142
0.02% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
7,970
shares
|
$566,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
7,962
shares
|
$565,938
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
7,888
shares
|
$560,679
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
7,812
shares
|
$555,276
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
7,295
shares
|
$518,528
0.53% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
7,211
shares
|
$512,557
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,990
shares
|
$496,849
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
6,908
shares
|
$491,020
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
6,770
shares
|
$481,211
0.12% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,615
shares
|
$470,194
0.0% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,594
shares
|
$468,701
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
6,555
shares
|
$465,929
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
6,455
shares
|
$458,821
0.09% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
6,309
shares
|
$448,443
0.0% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
6,285
shares
|
$446,737
0.01% of portfolio
|
Q3 2024
Added 60.54%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
6,224
shares
|
$442,401
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,201
shares
|
$440,767
0.27% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
6,006
shares
|
$426,906
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,871
shares
|
$417,310
0.01% of portfolio
|
Q1 2025
Reduced 21.49%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,852
shares
|
$415,960
0.33% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,679
shares
|
$403,663
0.0% of portfolio
|
Q1 2025
Added 84.68%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
5,598
shares
|
$397,905
0.13% of portfolio
|
Q1 2025
Added 6.41%
|