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 |
|---|---|---|---|---|---|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
4,233
shares
|
$277,430
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,195
shares
|
$274,940
0.01% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
4,070
shares
|
$266,747
0.1% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,955
shares
|
$259,210
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,948
shares
|
$258,751
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,944
shares
|
$258,489
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
3,905
shares
|
$255,933
0.01% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,823
shares
|
$250,559
0.0% of portfolio
|
Q3 2024
Reduced 77.09%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
3,723
shares
|
$244,005
0.1% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
3,684
shares
|
$241,449
0.02% of portfolio
|
Q3 2024
Reduced 19.53%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
3,675
shares
|
$240,859
0.06% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
3,633
shares
|
$238,106
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
3,600
shares
|
$235,944
0.16% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,589
shares
|
$235,223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,584
shares
|
$234,895
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,518
shares
|
$230,569
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
3,497
shares
|
$229,193
0.13% of portfolio
|
Q3 2024
Reduced 27.49%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
3,434
shares
|
$225,064
0.06% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
3,433
shares
|
$224,998
0.21% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
3,401
shares
|
$222,901
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
3,389
shares
|
$222,115
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
3,362
shares
|
$220,345
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
3,321
shares
|
$217,658
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,284
shares
|
$215,233
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
3,284
shares
|
$215,233
0.03% of portfolio
|
Q3 2024
New holding
|