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 |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,425
shares
|
$100,434
0.04% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,403
shares
|
$98,883
0.01% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,373
shares
|
$96,769
0.0% of portfolio
|
Q3 2023
Reduced 10.96%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,364
shares
|
$96,134
0.03% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,359
shares
|
$95,782
0.0% of portfolio
|
Q1 2025
Reduced 65.54%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,341
shares
|
$94,513
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,327
shares
|
$93,526
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,260
shares
|
$88,804
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,204
shares
|
$84,857
0.38% of portfolio
|
Q4 2022
Reduced 10.68%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,128
shares
|
$79,501
0.0% of portfolio
|
Q3 2024
Reduced 30.5%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,125
shares
|
$79,290
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,033
shares
|
$72,805
0.0% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,023
shares
|
$72,101
0.08% of portfolio
|
Q1 2025
Reduced 44.94%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,020
shares
|
$71,889
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
981
shares
|
$69,140
0.0% of portfolio
|
Q1 2025
Reduced 33.94%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
950
shares
|
$66,956
0.0% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
889
shares
|
$62,656
0.01% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
849
shares
|
$59,837
0.0% of portfolio
|
Q2 2025
Added 23.76%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
831
shares
|
$58,568
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
815
shares
|
$57,441
0.04% of portfolio
|
Q2 2025
Added 286.26%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
750
shares
|
$52,860
0.0% of portfolio
|
Q1 2025
Added 504.84%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
732
shares
|
$51,591
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
654
shares
|
$46,093
0.0% of portfolio
|
Q1 2025
Reduced 40.49%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
627
shares
|
$44,190
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
606
shares
|
$42,710
0.0% of portfolio
|
Q1 2025
Added 102.0%
|