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 276 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $718 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
165
shares
|
$11,211
0.0% of portfolio
|
Q1 2025
Reduced 58.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
162
shares
|
$11,007
0.0% of portfolio
|
Q3 2025
Added 116.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
135
shares
|
$9,173
0.01% of portfolio
|
Q4 2023
Reduced 53.13%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
126
shares
|
$8,561
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
117
shares
|
$7,950
0.0% of portfolio
|
Q4 2023
Added 1.74%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
112
shares
|
$7,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
107
shares
|
$7,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
102
shares
|
$6,930
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
96
shares
|
$6,523
0.0% of portfolio
|
Q3 2025
Reduced 21.95%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
96
shares
|
$6,523
0.0% of portfolio
|
Q1 2025
Reduced 84.64%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
96
shares
|
$6,523
0.0% of portfolio
|
Q2 2025
Reduced 75.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
88
shares
|
$5,979
0.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
80
shares
|
$5,436
0.0% of portfolio
|
Q2 2023
Added 1.27%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
68
shares
|
$4,620
0.0% of portfolio
|
Q3 2025
Reduced 65.13%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
65
shares
|
$4,416
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
52
shares
|
$3,533
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
50
shares
|
$3,397
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
45
shares
|
$3,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
30
shares
|
$2,038
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
27
shares
|
$1,834
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
21
shares
|
$1,426
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
18
shares
|
$1,223
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
12
shares
|
$815
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
9
shares
|
$611
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
7
shares
|
$475
0.0% of portfolio
|
Q3 2025
Reduced 99.94%
|
|