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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
45
shares
|
$3,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
42
shares
|
$2,874
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
30
shares
|
$2,053
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
21
shares
|
$1,437
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
12
shares
|
$821
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
12
shares
|
$821
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
9
shares
|
$615
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|