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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,997
shares
|
$271,596
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
3,947
shares
|
$268,198
0.01% of portfolio
|
Q3 2025
Reduced 24.56%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
3,911
shares
|
$265,752
0.17% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
3,867
shares
|
$262,762
0.02% of portfolio
|
Q3 2025
Added 28.51%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
3,798
shares
|
$258,074
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
3,749
shares
|
$254,744
0.01% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
3,730
shares
|
$253,453
0.09% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
3,675
shares
|
$249,716
0.05% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
3,633
shares
|
$246,862
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
3,604
shares
|
$244,891
0.08% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
3,600
shares
|
$244,620
0.14% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
3,549
shares
|
$241,154
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,507
shares
|
$238,300
0.0% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
3,400
shares
|
$231,030
0.0% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
3,330
shares
|
$226,273
0.01% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
3,323
shares
|
$225,797
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,298
shares
|
$224,099
0.01% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
3,291
shares
|
$223,623
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,284
shares
|
$223,147
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
3,282
shares
|
$223,011
0.04% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,261
shares
|
$221,584
0.01% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
3,240
shares
|
$220,158
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
3,120
shares
|
$212,004
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
3,112
shares
|
$211,460
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,075
shares
|
$208,946
0.0% of portfolio
|
Q3 2025
Reduced 45.85%
|
|