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 274 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 $754 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,158
shares
|
$224,470
0.01% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
3,127
shares
|
$222,267
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
3,120
shares
|
$221,769
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
3,014
shares
|
$214,235
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
3,009
shares
|
$213,879
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
3,000
shares
|
$213,240
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
3,000
shares
|
$213,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
2,897
shares
|
$205,918
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
2,829
shares
|
$201,085
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,536
shares
|
$180,258
0.0% of portfolio
|
Q4 2024
Added 50.5%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
2,500
shares
|
$177,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,408
shares
|
$171,160
0.0% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,250
shares
|
$159,930
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,232
shares
|
$158,650
0.0% of portfolio
|
Q2 2024
Reduced 9.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,131
shares
|
$151,471
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
2,100
shares
|
$149,268
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,084
shares
|
$148,130
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,072
shares
|
$147,277
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,865
shares
|
$132,564
0.0% of portfolio
|
Q1 2025
Added 337.79%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,759
shares
|
$125,029
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,680
shares
|
$119,414
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
1,530
shares
|
$108,752
0.05% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,526
shares
|
$108,468
0.0% of portfolio
|
Q1 2025
Reduced 22.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,524
shares
|
$108,325
0.01% of portfolio
|
Q2 2020
Added 22.22%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,425
shares
|
$101,289
0.04% of portfolio
|
Q4 2024
Reduced 2.66%
|