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 273 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $808 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
486
shares
|
$34,020
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
456
shares
|
$31,920
0.0% of portfolio
|
Q1 2025
Reduced 34.95%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
450
shares
|
$31,500
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
450
shares
|
$31,500
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jul 24, 2025 Q2 2025 |
449
shares
|
$31,430
0.03% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
445
shares
|
$31,150
0.01% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
441
shares
|
$30,870
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
420
shares
|
$29,400
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
408
shares
|
$28,560
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
406
shares
|
$28,420
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
352
shares
|
$24,640
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
342
shares
|
$23,940
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
300
shares
|
$21,000
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
300
shares
|
$21,000
0.0% of portfolio
|
Q1 2024
Added 27.66%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
300
shares
|
$21,000
0.02% of portfolio
|
Q1 2024
Added 50.75%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
297
shares
|
$20,790
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
240
shares
|
$16,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
219
shares
|
$15,330
0.01% of portfolio
|
Q1 2022
Added 154.65%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
213
shares
|
$14,910
0.01% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
204
shares
|
$14,280
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
200
shares
|
$14,000
0.0% of portfolio
|
Q1 2025
Reduced 96.81%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
198
shares
|
$13,860
0.0% of portfolio
|
Q1 2025
Reduced 69.59%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
196
shares
|
$13,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
195
shares
|
$13,650
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
181
shares
|
$12,670
0.0% of portfolio
|
Q1 2025
Reduced 4.23%
|