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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
3,048
shares
|
$207,111
0.02% of portfolio
|
Q3 2025
Reduced 24.67%
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
3,000
shares
|
$203,850
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
3,000
shares
|
$203,850
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,885
shares
|
$196,035
0.0% of portfolio
|
Q2 2025
Added 43.32%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,850
shares
|
$193,657
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,735
shares
|
$185,843
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,729
shares
|
$185,435
0.0% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,286
shares
|
$155,333
0.0% of portfolio
|
Q3 2025
Added 127.92%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,250
shares
|
$152,887
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
2,100
shares
|
$142,695
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,072
shares
|
$140,792
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,730
shares
|
$117,553
0.03% of portfolio
|
Q3 2025
Added 26.46%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,680
shares
|
$114,156
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,660
shares
|
$112,797
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,564
shares
|
$106,273
0.0% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
1,530
shares
|
$103,963
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,524
shares
|
$103,555
0.01% of portfolio
|
Q2 2020
Added 22.22%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
1,497
shares
|
$101,721
0.03% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,373
shares
|
$93,295
0.0% of portfolio
|
Q3 2023
Reduced 10.96%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,370
shares
|
$93,091
0.0% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,359
shares
|
$92,344
0.0% of portfolio
|
Q1 2025
Reduced 65.54%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,344
shares
|
$91,324
0.01% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,341
shares
|
$91,120
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,269
shares
|
$86,228
0.0% of portfolio
|
Q3 2025
Reduced 80.44%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,260
shares
|
$85,617
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|