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 |
|---|---|---|---|---|---|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
24,596
shares
|
$1.67 Million
0.4% of portfolio
|
Q3 2025
Added 39.19%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
24,596
shares
|
$1.67 Million
0.34% of portfolio
|
Q3 2025
Added 39.19%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
23,976
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
23,675
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.66%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
21,202
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
20,885
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
20,578
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.76%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
19,875
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
19,864
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
19,856
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
18,571
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
18,019
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 521.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
17,999
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 61.19%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
17,538
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
17,303
shares
|
$1.18 Million
0.47% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
15,993
shares
|
$1.09 Million
0.28% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
15,956
shares
|
$1.08 Million
0.85% of portfolio
|
Q3 2025
Added 37.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
15,797
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
14,260
shares
|
$968,967
0.11% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
13,819
shares
|
$939,001
0.0% of portfolio
|
Q3 2025
Reduced 23.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,551
shares
|
$920,790
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
13,356
shares
|
$907,540
0.01% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
12,794
shares
|
$869,352
0.01% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
12,717
shares
|
$864,120
0.0% of portfolio
|
Q3 2025
Added 53.83%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
12,519
shares
|
$850,666
0.0% of portfolio
|
Q2 2025
Reduced 14.08%
|
|