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 277 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 $831 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
3,120
shares
|
$219,897
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
3,014
shares
|
$212,426
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
3,009
shares
|
$212,074
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
3,000
shares
|
$211,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
3,000
shares
|
$211,440
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$211,440
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
2,913
shares
|
$205,308
0.0% of portfolio
|
Q1 2025
Reduced 93.15%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
2,897
shares
|
$204,180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
2,829
shares
|
$199,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,571
shares
|
$181,204
0.0% of portfolio
|
Q2 2025
Added 328.5%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
2,500
shares
|
$176,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,408
shares
|
$169,715
0.0% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,250
shares
|
$158,580
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,232
shares
|
$157,311
0.0% of portfolio
|
Q2 2024
Reduced 9.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,131
shares
|
$150,192
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,100
shares
|
$148,008
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,084
shares
|
$146,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,072
shares
|
$146,034
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,013
shares
|
$141,876
0.0% of portfolio
|
Q1 2025
Reduced 20.62%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,865
shares
|
$131,445
0.0% of portfolio
|
Q1 2025
Added 337.79%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,759
shares
|
$123,974
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,680
shares
|
$118,406
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
1,530
shares
|
$107,834
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,526
shares
|
$107,552
0.0% of portfolio
|
Q1 2025
Reduced 22.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,524
shares
|
$107,411
0.01% of portfolio
|
Q2 2020
Added 22.22%
|