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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
393
shares
|
$24,872
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
391
shares
|
$24,746
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
348
shares
|
$22,024
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
342
shares
|
$21,645
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
342
shares
|
$21,645
0.0% of portfolio
|
Q2 2024
Reduced 39.04%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
340
shares
|
$21,518
0.01% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
300
shares
|
$18,987
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$18,987
0.02% of portfolio
|
Q1 2024
Added 50.75%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$18,987
0.0% of portfolio
|
Q1 2024
Added 27.66%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
279
shares
|
$17,657
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
257
shares
|
$16,265
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
252
shares
|
$15,949
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
246
shares
|
$15,569
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
225
shares
|
$14,240
0.0% of portfolio
|
Q2 2024
Reduced 76.76%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
219
shares
|
$13,860
0.0% of portfolio
|
Q2 2024
Added 157.65%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
219
shares
|
$13,860
0.01% of portfolio
|
Q1 2022
Added 154.65%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
204
shares
|
$12,911
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
198
shares
|
$12,531
0.0% of portfolio
|
Q1 2024
Reduced 52.74%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
195
shares
|
$12,341
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
177
shares
|
$11,202
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
174
shares
|
$11,012
0.0% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
168
shares
|
$10,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
140
shares
|
$8,860
0.01% of portfolio
|
Q3 2024
Added 141.38%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
135
shares
|
$8,544
0.01% of portfolio
|
Q4 2023
Reduced 53.13%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
126
shares
|
$7,974
0.0% of portfolio
|
Q3 2024
Reduced 86.45%
|