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 252 institutions that hold shares in the stock, with a total of 9.66 Million shares, which have been reported (via 13F filing form) to have a value of $661 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
1,472,907
shares
|
$101 Million
1.9% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
846,922
shares
|
$58 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
737,731
shares
|
$50.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
716,145
shares
|
$49 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
573,620
shares
|
$39.3 Million
0.0% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
512,331
shares
|
$35.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
455,297
shares
|
$31.2 Million
0.01% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
401,746
shares
|
$27.5 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
318,097
shares
|
$21.8 Million
0.0% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
243,481
shares
|
$16.7 Million
0.0% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
237,081
shares
|
$16.2 Million
0.05% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
208,992
shares
|
$14.3 Million
2.53% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
144,900
shares
|
$9.92 Million
0.02% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
119,892
shares
|
$8.21 Million
0.02% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
113,217
shares
|
$7.75 Million
4.5% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
110,461
shares
|
$7.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
106,671
shares
|
$7.3 Million
0.0% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
102,260
shares
|
$7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
89,061
shares
|
$6.1 Million
0.23% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
75,439
shares
|
$5.16 Million
1.75% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
70,913
shares
|
$4.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 44.69%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
68,202
shares
|
$4.67 Million
2.05% of portfolio
|
Q4 2024
Reduced 25.33%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
60,785
shares
|
$4.16 Million
8.47% of portfolio
|
Q3 2023
Added 4.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,991
shares
|
$3.83 Million
0.0% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
53,486
shares
|
$3.66 Million
2.49% of portfolio
|
Q4 2024
Reduced 20.93%
|