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 244 institutions that hold shares in the stock, with a total of 9.64 Million shares, which have been reported (via 13F filing form) to have a value of $632 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
49,289
shares
|
$3.23 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
48,481
shares
|
$3.18 Million
0.33% of portfolio
|
Q1 2024
Added 196.05%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
47,845
shares
|
$3.14 Million
1.82% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2025 Q4 2024 |
46,995
shares
|
$3.08 Million
3.01% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
44,924
shares
|
$2.94 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
44,016
shares
|
$2.88 Million
0.08% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
43,726
shares
|
$2.87 Million
7.93% of portfolio
|
Q3 2022
Added 7.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,047
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
33,892
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Added 39.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
29,051
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
28,413
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 244.65%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
28,129
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2024
Reduced 15.47%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
27,153
shares
|
$1.78 Million
0.15% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
25,780
shares
|
$1.69 Million
0.32% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
25,069
shares
|
$1.64 Million
0.6% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,073
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 45.44%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
23,334
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
22,824
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
22,379
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
21,872
shares
|
$1.43 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
21,239
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
20,707
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
20,107
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
19,971
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Added 26.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
18,480
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.73%
|