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iShares U.S. Consumer Staples ETF (IYK) Institutional Ownership

$66.01
-0.18 (-0.27%)
(As of 10:27 AM ET)

Institutional Ownership Changes (13F Filings) for iShares U.S. Consumer Staples ETF (NYSEARCA:IYK)

Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$177.82M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$78.33M
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IYK Institutional Buying and Selling by Quarter

iShares U.S. Consumer Staples ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/31/2024 First Citizens Financial Corp45,253$3.06M1.8%+198.3%0.242%
5/24/2024 Cetera Advisors LLC21,987$1.49M0.0%+579.2%0.118%
5/24/2024 Cetera Investment Advisers131,503$8.89M0.0%+979.3%0.703%
5/17/2024 Jaffetilchin Investment Partners LLC10,223$691K0.1%+201.3%0.055%
5/17/2024 Comerica Bank5,352$362K0.0%+156.1%0.029%
5/16/2024 B. Riley Wealth Advisors Inc.9,291$628K0.0%+89.3%0.050%
5/14/2024 EP Wealth Advisors LLC1,773$120K0.0%+197.0%0.009%
5/13/2024 Bessemer Group Inc.12,519$847K0.0%+141.7%0.067%
5/11/2024 Hirtle Callaghan & Co LLC15,000$1.01M0.0%+200.0%0.079%
5/11/2024 Patten & Patten Inc. TN3,039$206K0.0%N/A0.016%
5/10/2024 Osaic Holdings Inc.155,070$10.49M0.0%+178.2%0.814%
5/10/2024 Garrison Point Advisors LLC3,963$268K0.2%+200.0%0.021%
5/9/2024 Blair William & Co. IL5,093$344K0.0%+201.9%0.027%
5/9/2024 Angeles Wealth Management LLC561$38K0.0%+200.0%0.003%
5/9/2024 New Insight Wealth Advisors6,309$427K0.3%+182.5%0.033%
5/8/2024 TSA Wealth Managment LLC3,120$211K0.1%N/A0.016%
5/8/2024 Avantax Advisory Services Inc.23,550$1.59M0.0%+42.5%0.124%
5/8/2024 Thoroughbred Financial Services LLC17,694$1.20M0.1%+140.6%0.093%
5/7/2024 Abbrea Capital LLC4,200$284K0.0%+200.0%0.022%
5/7/2024 Montag A & Associates Inc.2,700$183K0.0%+200.0%0.014%
5/7/2024 49 Wealth Management LLC122,091$8.20M1.8%+240.3%0.641%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,767$322K0.0%+198.1%0.025%
5/6/2024 SYM FINANCIAL Corp1,294$88K0.0%+200.9%0.007%
5/6/2024 MGB Wealth Management LLC1,464$99K0.0%+200.0%0.008%
5/6/2024 Manchester Capital Management LLC441$30K0.0%+200.0%0.002%
5/4/2024 Geneos Wealth Management Inc.42,717$2.89M0.1%+204.3%0.224%
5/4/2024 Essex LLC14,655$991K0.2%+189.2%0.077%
5/3/2024 TFB Advisors LLC6,728$445K0.2%+211.3%0.035%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,687$723K0.1%+157.1%0.056%
5/3/2024 Rehmann Capital Advisory Group62,639$4.24M0.3%+196.6%0.329%
5/2/2024 Diversified LLC3,281$222K0.0%+199.9%0.017%
5/2/2024 Conservest Capital Advisors Inc.48,481$3.28M0.3%+196.0%0.254%
5/2/2024 Family Firm Inc.3,184$215K0.1%+200.9%0.017%
5/2/2024 Comprehensive Wealth Management LLC8,309$562K0.4%+238.6%0.044%
5/1/2024 Wakefield Asset Management LLLP30,455$2.06M0.7%+209.5%0.160%
5/1/2024 Janney Montgomery Scott LLC11,952$808K0.0%+225.1%0.063%
5/1/2024 BNP Paribas Financial Markets8,698$588K0.0%N/A0.046%
5/1/2024 Concourse Financial Group Securities Inc.2,973$201K0.0%-76.5%0.016%
4/30/2024 Private Advisor Group LLC21,437$1.45M0.0%+112.9%0.113%
4/30/2024 Arkadios Wealth Advisors4,810$325K0.0%+168.4%0.025%
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4/30/2024 Perigon Wealth Management LLC7,809$528K0.0%+200.3%0.041%
4/30/2024 Hazlett Burt & Watson Inc.1,260$85K0.1%+200.0%0.007%
4/29/2024Commonwealth Equity Services LLC216,605$14.65M0.0%+213.5%1.137%
4/26/2024 Cottonwood Capital Advisors LLC7,385$473K0.4%+166.0%0.039%
4/26/2024 Schmidt P J Investment Management Inc.22,618$1.53M0.3%+204.7%0.119%
4/26/2024 Meridian Wealth Management LLC4,286$290K0.0%+179.2%0.022%
4/25/2024 Capital Investment Advisory Services LLC1,380$93K0.0%+201.3%0.007%
4/24/2024 Spire Wealth Management1,626$110K0.0%+199.4%0.008%
4/23/2024 Charter Oak Capital Management LLC3,981$269K0.0%+204.1%0.020%
4/23/2024 Global Retirement Partners LLC3,709$251K0.0%+212.5%0.019%
4/23/2024 Strategic Blueprint LLC4,709$318K0.0%+220.3%0.024%
4/23/2024 Raymond James Financial Services Advisors Inc.49,510$3.35M0.0%+103.5%0.251%
4/19/2024 Accel Wealth Management8,350$565K0.2%+192.8%0.042%
4/19/2024 Wealthstar Advisors LLC21,789$1.47M0.5%N/A0.111%
4/19/2024 JTC Employer Solutions Trustee Ltd3,321$224K0.0%+200.0%0.017%
4/18/2024 Oxinas Partners Wealth Management LLC3,160$214K0.1%+182.6%0.016%
4/17/2024 Trilogy Capital Inc.3,288$222K0.0%+200.0%0.017%
4/16/2024 Stillwater Capital Advisors LLC13,980$945K0.1%+200.0%0.071%
4/16/2024 Calton & Associates Inc.9,466$640K0.3%+160.3%0.048%
4/15/2024 WealthCare Investment Partners LLC99,737$6.75M3.3%+187.4%0.506%
4/15/2024 Affiance Financial LLC3,675$249K0.1%+200.0%0.019%
4/15/2024 Brookstone Capital Management4,591$310K0.0%+152.3%0.023%
4/15/2024 Sunbelt Securities Inc.1,178$80K0.0%+6,100.0%0.006%
4/12/2024 Central Valley Advisors LLC10,689$723K0.4%N/A0.054%
4/12/2024 Steph & Co.1,530$103K0.0%+200.0%0.008%
4/11/2024 Bangor Savings Bank408$28K0.0%+200.0%0.002%
4/11/2024 International Assets Investment Management LLC3,033$204K0.0%+172.5%0.015%
4/11/2024 Matthew Goff Investment Advisor LLC19,407$1.31M0.3%+468.5%0.099%
4/11/2024 RFG Advisory LLC9,483$641K0.0%+199.7%0.048%
4/10/2024 SOA Wealth Advisors LLC.559$38K0.0%+200.5%0.003%
4/9/2024 Adirondack Trust Co.3,970$268K0.1%+211.6%0.046%
4/9/2024 Ferguson Wellman Capital Management Inc.6,285$425K0.0%+195.8%0.072%
4/8/2024 Tompkins Financial Corp2,325$157K0.0%+200.0%0.027%
4/5/2024 Davis Capital Management732$49K0.0%+200.0%0.008%
4/5/2024 CWM LLC7,436$503K0.0%+200.0%0.085%
3/29/2024 Adirondack Trust Co.1,274$249K0.1%+135.5%0.015%
3/15/2024 B. Riley Wealth Advisors Inc.4,909$941K0.0%-47.2%0.056%
3/4/2024 Fortis Group Advisors LLC168$32K0.0%+100.0%0.002%
2/28/2024 EP Wealth Advisors LLC597$114K0.0%-55.4%0.007%
2/26/2024 Centaurus Financial Inc.1,145$220K0.0%-29.9%0.013%
2/21/2024 Novak & Powell Financial Services Inc.1,178$229K0.2%N/A0.014%
2/14/2024 MGO One Seven LLC16,665$3.20M0.2%-18.2%0.192%
2/14/2024 Waterloo Capital L.P.12,149$2.33M0.4%N/A0.140%
2/13/2024 Angeles Wealth Management LLC187$36K0.0%N/A0.002%
2/13/2024 Cetera Advisor Networks LLC28,870$5.54M0.0%+24.9%0.332%
2/13/2024 Hirtle Callaghan & Co LLC5,000$959K0.0%N/A0.057%
2/12/2024 Scotia Capital Inc.1,054$202K0.0%N/A0.012%
2/12/2024 Laidlaw Wealth Management LLC1,603$307K0.1%-25.0%0.018%
2/12/2024Focus Financial Network Inc. ADV2,072$397K0.0%N/A0.024%
2/12/2024 Steward Partners Investment Advisory LLC9,064$1.74M0.0%-43.3%0.104%
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2/9/2024 Advisory Services Network LLC15,205$2.92M0.1%+34.5%0.175%
2/9/2024 Corient Private Wealth LLC5,444$1.04M0.0%-15.3%0.063%
2/9/2024 D.A. Davidson & CO.2,777$532K0.0%N/A0.032%
2/9/2024 Wells Fargo & Company MN123,660$23.71M0.0%-25.8%1.421%
2/9/2024 Thoroughbred Financial Services LLC7,353$1.41M0.1%-24.0%0.085%
2/9/2024Blankinship & Foster LLC2,466$473K0.1%+17.4%0.028%
2/9/2024 UBS Group AG164,110$31.46M0.0%-25.5%1.886%
2/8/2024 Atlantic Edge Private Wealth Management LLC375$72K0.0%N/A0.004%
2/8/2024 Meridian Wealth Management LLC1,535$294K0.0%-50.6%0.018%
2/8/2024 Janney Montgomery Scott LLC3,676$705K0.0%-30.9%0.042%
(Data available from 1/1/2016 forward)

IYK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYK shares?

During the previous two years, 288 institutional investors and hedge funds held shares of iShares U.S. Consumer Staples ETF. The most heavily invested institutionals were PGIM Custom Harvest LLC ($95.46M), Bank of America Corp DE ($78.21M), Modera Wealth Management LLC ($49.35M), LPL Financial LLC ($48.57M), Empowered Funds LLC ($40.48M), Mainstay Capital Management LLC ADV ($35.37M), and Granite Bay Wealth Management LLC ($33.75M).Learn more on IYK's institutional investors.

Which institutional investors have been buying iShares U.S. Consumer Staples ETF stock?

Of the 254 institutional investors that purchased iShares U.S. Consumer Staples ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Modera Wealth Management LLC ($529.19K), Granite Bay Wealth Management LLC ($508.58K), Commonwealth Equity Services LLC ($226.87K), LPL Financial LLC ($215.92K), International Assets Investment Management LLC ($215.29K), Empowered Funds LLC ($207.66K), and The Manufacturers Life Insurance Company ($172.87K).

How much institutional buying is happening at iShares U.S. Consumer Staples ETF?

Institutional investors have bought a total of 5,420,407 shares in the last 24 months. This purchase volume represents approximately $350.75M in transactions.

Which iShares U.S. Consumer Staples ETF major shareholders have been selling company stock?

Of the 147 institutional investors that sold iShares U.S. Consumer Staples ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Granite Bay Wealth Management LLC ($321.16K), Money Concepts Capital Corp ($211.23K), Raymond James Financial Services Advisors Inc. ($166.73K), Bank of Montreal Can ($119.01K), UBS Group AG ($113.24K), MinichMacGregor Wealth Management LLC ($106.15K), and SPC Financial Inc. ($84.91K).

How much institutional selling is happening at iShares U.S. Consumer Staples ETF?

Institutional investors have sold a total of 1,986,778 shares in the last 24 months. This volume of shares sold represents approximately $128.56M in transactions.


This page (NYSEARCA:IYK) was last updated on 6/18/2024 by MarketBeat.com Staff

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