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 241 institutions that hold shares in the stock, with a total of 9.57 Million shares, which have been reported (via 13F filing form) to have a value of $606 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
3,120
shares
|
$197,464
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,074
shares
|
$194,553
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
3,021
shares
|
$191,199
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
3,000
shares
|
$189,870
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
2,897
shares
|
$183,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
2,700
shares
|
$170,883
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,470
shares
|
$156,326
0.01% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,232
shares
|
$141,263
0.0% of portfolio
|
Q2 2024
Reduced 9.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,106
shares
|
$133,288
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
2,100
shares
|
$132,909
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,072
shares
|
$131,136
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,963
shares
|
$124,238
0.0% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,904
shares
|
$120,504
0.01% of portfolio
|
Q3 2024
Reduced 28.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,685
shares
|
$106,643
0.0% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,680
shares
|
$106,327
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,650
shares
|
$104,428
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
1,530
shares
|
$96,833
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,524
shares
|
$96,453
0.01% of portfolio
|
Q2 2020
Added 22.22%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
1,464
shares
|
$92,656
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,449
shares
|
$91,707
0.0% of portfolio
|
Q2 2024
Reduced 72.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,373
shares
|
$86,897
0.0% of portfolio
|
Q3 2023
Reduced 10.96%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,354
shares
|
$85,694
0.03% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,312
shares
|
$83,036
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,260
shares
|
$79,745
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,230
shares
|
$77,846
0.0% of portfolio
|
Q2 2024
Added 49.64%
|