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 260 institutions that hold shares in the stock, with a total of 9.8 Million shares, which have been reported (via 13F filing form) to have a value of $684 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
3,906
shares
|
$272,638
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
3,730
shares
|
$260,354
0.09% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,678
shares
|
$256,724
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
3,675
shares
|
$256,515
0.06% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
3,633
shares
|
$253,583
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
3,600
shares
|
$251,280
0.15% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,584
shares
|
$250,163
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
3,583
shares
|
$250,093
0.19% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
3,497
shares
|
$244,090
0.09% of portfolio
|
Q3 2024
Reduced 27.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,468
shares
|
$242,066
0.01% of portfolio
|
Q4 2024
Reduced 24.67%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
3,434
shares
|
$239,693
0.05% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
3,362
shares
|
$234,667
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
3,335
shares
|
$232,783
0.0% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
3,321
shares
|
$231,805
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
3,287
shares
|
$229,432
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,284
shares
|
$229,223
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,266
shares
|
$227,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
3,240
shares
|
$226,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,219
shares
|
$224,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,145
shares
|
$219,521
0.01% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
3,120
shares
|
$217,776
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,075
shares
|
$214,635
0.0% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
3,059
shares
|
$213,518
0.01% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,536
shares
|
$177,012
0.0% of portfolio
|
Q4 2024
Added 50.5%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,303
shares
|
$160,749
0.0% of portfolio
|
Q4 2024
Added 836.18%
|