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 254 institutions that hold shares in the stock, with a total of 9.71 Million shares, which have been reported (via 13F filing form) to have a value of $664 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
3,600
shares
|
$243,467
0.15% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,584
shares
|
$242,385
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
3,583
shares
|
$242,318
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
|
$236,502
0.09% of portfolio
|
Q3 2024
Reduced 27.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,468
shares
|
$234,540
0.01% of portfolio
|
Q4 2024
Reduced 24.67%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
3,434
shares
|
$232,241
0.05% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
3,401
shares
|
$230,009
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
3,362
shares
|
$227,372
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
3,335
shares
|
$225,546
0.0% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
3,321
shares
|
$224,599
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
3,287
shares
|
$222,299
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,284
shares
|
$222,096
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,266
shares
|
$220,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
3,240
shares
|
$219,121
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,219
shares
|
$217,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,145
shares
|
$212,696
0.01% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
3,120
shares
|
$211,005
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,075
shares
|
$207,962
0.0% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,074
shares
|
$207,894
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
3,059
shares
|
$206,880
0.01% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,536
shares
|
$171,509
0.0% of portfolio
|
Q4 2024
Added 50.5%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,303
shares
|
$155,751
0.0% of portfolio
|
Q4 2024
Added 836.18%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,250
shares
|
$152,167
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,232
shares
|
$150,950
0.0% of portfolio
|
Q2 2024
Reduced 9.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,122
shares
|
$143,510
0.0% of portfolio
|
Q4 2024
Added 0.76%
|