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

iShares U.S. Consumer Staples ETF logo
$71.20 +0.21 (+0.30%)
As of 05/20/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
140
Total
Institutional Inflows
(last 12 months)
$2.20B
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$68.20M
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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
5/20/2025 Glenview Trust co9,140$654K0.0%-53.2%0.043%
5/19/2025 Jane Street Group LLC3,394$243K0.0%-93.2%0.016%
5/16/2025 Coppell Advisory Solutions LLC17,009$1.22M0.1%+7,666.7%0.080%
5/16/2025 Goldman Sachs Group Inc.226,337$16.20M0.0%-28.8%1.068%
5/16/2025 Jones Financial Companies Lllp706$51K0.0%-95.4%0.003%
5/16/2025 NewEdge Advisors LLC23,405$1.68M0.0%+21.0%0.110%
5/16/2025 Curi RMB Capital LLC85,139$6.09M0.2%N/A0.402%
5/15/2025 EP Wealth Advisors LLC2,013$144K0.0%-20.6%0.009%
5/15/2025 Royal Bank of Canada173,221$12.40M0.0%+62.4%0.817%
5/15/2025 Calton & Associates Inc.6,844$490K0.1%+42.8%0.032%
5/14/2025 PKS Advisory Services LLC3,650$261K0.1%-8.3%0.017%
5/14/2025 Northwestern Mutual Wealth Management Co.522,897$37.42M0.0%+2.1%2.466%
5/14/2025 Kestra Advisory Services LLC22,151$1.59M0.0%+21.9%0.104%
5/14/2025 Allstate Corp10,100$723K0.0%+32.9%0.048%
5/14/2025 Ameriprise Financial Inc.813,341$58.22M0.0%+10.2%3.837%
5/14/2025 CW Advisors LLC72,116$5.16M0.1%N/A0.340%
5/14/2025 PGIM Custom Harvest LLC1,559,214$111.59M2.7%+5.9%7.355%
5/14/2025 TFB Advisors LLC10,100$723K0.2%+19.0%0.048%
5/14/2025 Hsbc Holdings PLC997,878$71.42M0.0%N/A4.707%
5/13/2025 SFI Advisors LLC67,415$4.83M3.6%+26.0%0.318%
5/13/2025 Raymond James Financial Inc.121,964$8.73M0.0%+19.3%0.575%
5/13/2025 CacheTech Inc.88,203$6.31M1.2%N/A0.416%
5/13/2025 Comprehensive Wealth Management LLC11,835$847K0.6%+17.1%0.056%
5/13/2025 HighTower Advisors LLC12,037$861K0.0%+76.0%0.057%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors13,183$945K0.1%+65.8%0.062%
5/12/2025 National Bank of Canada FI4,617$331K0.0%-6.1%0.022%
5/9/2025 Thoroughbred Financial Services LLC9,971$713K0.0%-7.1%0.047%
5/9/2025 Commonwealth Equity Services LLC284,458$20.36M0.0%+301.1%1.342%
5/9/2025 PNC Financial Services Group Inc.5,679$406K0.0%+84.7%0.027%
5/8/2025 US Bancorp DE456$33K0.0%-35.0%0.002%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,493$322K0.0%-3.9%0.021%
5/8/2025 Harbour Investments Inc.1,526$109K0.0%-22.3%0.007%
5/8/2025 MGO One Seven LLC89,365$6.40M0.2%+0.3%0.422%
5/8/2025 NorthRock Partners LLC1,865$133K0.0%+337.8%0.009%
5/7/2025 N.E.W. Advisory Services LLC1,759$126K0.0%N/A0.008%
5/7/2025 Fiera Capital Corp3,000$215K0.0%N/A0.014%
5/7/2025 Picton Mahoney Asset Management2,500$179K0.0%-100.3%0.012%
5/7/2025 Bellwether Advisors LLC8,109$580K0.1%-96.1%0.038%
5/7/2025 LPL Financial LLC858,382$61.43M0.0%+19.9%4.049%
5/7/2025 First Heartland Consultants Inc.9,381$671K0.1%N/A0.044%
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5/6/2025 Cetera Investment Advisers158,754$11.36M0.0%+9.6%0.749%
5/6/2025 Avantax Advisory Services Inc.25,393$1.82M0.0%+9.9%0.120%
5/6/2025 AE Wealth Management LLC981$70K0.0%-33.9%0.005%
5/6/2025 Wakefield Asset Management LLLP21,879$1.57M0.5%-12.3%0.103%
5/6/2025 Blankinship & Foster LLC6,770$485K0.1%-5.1%0.032%
5/6/2025 Milestone Asset Management Group LLC3,595$257K0.2%N/A0.017%
5/5/2025 Calton & Associates Inc.1,207$86K0.0%-74.8%0.006%
5/5/2025 Conservest Capital Advisors Inc.44,150$3.16M0.3%-8.0%0.208%
5/5/2025 Private Advisor Group LLC26,472$1.90M0.0%+21.1%0.125%
5/2/2025 Whittier Trust Co. of Nevada Inc.750$54K0.0%+504.8%0.004%
5/2/2025 Apollon Wealth Management LLC3,507$251K0.0%-4.6%0.017%
5/2/2025 Sigma Planning Corp3,697$265K0.0%-5.4%0.018%
5/1/2025 CWM LLC12,365$885K0.0%-3.3%0.059%
5/1/2025 Family Firm Inc.3,014$216K0.0%N/A0.014%
5/1/2025 Quest 10 Wealth Builders Inc.1,023$73K0.1%-44.9%0.005%
4/30/2025 Cerity Partners LLC6,615$473K0.0%-7.9%0.032%
4/30/2025 New Insight Wealth Advisors10,609$759K0.3%+20.0%0.051%
4/30/2025 49 Wealth Management LLC3,839$275K0.0%-46.5%0.018%
4/30/2025 Brown Advisory Inc.11,346$812K0.0%N/A0.054%
4/29/2025 Envestnet Asset Management Inc.56,896$4.07M0.0%+11.6%0.272%
4/29/2025 Bank of New York Mellon Corp3,073$220K0.0%N/A0.015%
4/29/2025 World Investment Advisors5,871$420K0.0%-21.5%0.028%
4/28/2025 Mutual Advisors LLC14,180$995K0.0%+25.4%0.068%
4/28/2025 Private Trust Co. NA606$43K0.0%+102.0%0.003%
4/28/2025 Penobscot Wealth Management39,523$2.83M1.2%-21.8%0.189%
4/28/2025 DAVENPORT & Co LLC16,335$1.17M0.0%+9.3%0.078%
4/28/2025 Vontobel Holding Ltd.3,300$236K0.0%N/A0.016%
4/25/2025 Essex LLC12,110$867K0.2%-4.9%0.058%
4/25/2025 Ameritas Advisory Services LLC7,993$570K0.0%-6.6%0.038%
4/25/2025 Wealthstar Advisors LLC35,034$2.51M1.1%N/A0.168%
4/25/2025 Sovran Advisors LLC19,742$1.41M0.2%+5.5%0.094%
4/25/2025 Wall Street Financial Group Inc.45,262$3.24M3.4%-3.7%0.217%
4/24/2025 Money Concepts Capital Corp27,706$1.98M0.1%+3.2%0.133%
4/24/2025 Beacon Financial Advisory LLC5,598$401K0.1%+6.4%0.027%
4/23/2025 Creative Financial Designs Inc. ADV9,101$651K0.1%-13.4%0.044%
4/23/2025 AssuredPartners Investment Advisors LLC39,507$2.83M0.5%+6.1%0.189%
4/22/2025 WealthCare Investment Partners LLC49,631$3.51M1.5%-27.2%0.237%
4/22/2025 Retirement Planning Group LLC NY7,295$522K0.5%-3.0%0.035%
4/22/2025 Petra Financial Advisors Inc.44,697$3.20M2.6%N/A0.214%
4/21/2025 Matthew Goff Investment Advisor LLC26,371$1.89M0.3%+2.3%0.126%
4/17/2025 Sowell Financial Services LLC4,020$288K0.0%N/A0.019%
4/17/2025 Janney Montgomery Scott LLC21,303$1.53M0.0%+52.1%0.102%
4/17/2025 Stillwater Capital Advisors LLC16,306$1.17M0.2%-1.4%0.078%
4/17/2025 Atlas Private Wealth Advisors6,224$445K0.1%N/A0.030%
4/17/2025 Partners Wealth Management LLC8,307$595K0.7%+4.7%0.040%
4/16/2025 Wealth Enhancement Advisory Services LLC9,843$704K0.0%+55.8%0.047%
4/16/2025 Delta Capital Management LLC3,000$215K0.1%N/A0.014%
4/15/2025 GPS Wealth Strategies Group LLC4,587$328K0.0%-52.6%0.022%
4/15/2025 Focus Financial Network Inc.3,158$226K0.0%-22.8%0.015%
4/15/2025 CX Institutional771$55K0.0%-94.2%0.004%
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4/14/2025 Charter Oak Capital Management LLC3,322$238K0.0%-7.3%0.016%
4/11/2025 Armstrong Fleming & Moore Inc3,855$276K0.3%N/A0.018%
4/10/2025 Lakeshore Capital Group Inc.10,645$762K0.7%N/A0.051%
4/10/2025 Accel Wealth Management11,261$806K0.3%-4.9%0.053%
4/9/2025 RFG Advisory LLC3,565$255K0.0%-15.9%0.017%
4/9/2025 Merit Financial Group LLC13,162$942K0.0%-1.1%0.063%
4/8/2025 Parallel Advisors LLC686$49K0.0%N/A0.003%
4/3/2025 First Citizens Financial Corp44,654$3.20M1.8%-0.6%0.212%
3/17/2025 Wealth Enhancement Advisory Services LLC6,319$414K0.0%+105.6%0.030%
2/26/2025 Virtue Capital Management LLC6,455$423K0.1%-10.6%0.034%
(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, 277 institutional investors and hedge funds held shares of iShares U.S. Consumer Staples ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($1.90B), PGIM Custom Harvest LLC ($111.59M), Hsbc Holdings PLC ($71.42M), LPL Financial LLC ($61.43M), Ameriprise Financial Inc. ($58.22M), Modera Wealth Management LLC ($49.35M), and Bank of America Corp DE ($37.62M).Learn more on IYK's institutional investors.

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

Of the 228 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: International Assets Investment Management LLC ($27.08M), Hsbc Holdings PLC ($997.88K), Picton Mahoney Asset Management ($800K), Modera Wealth Management LLC ($529.19K), Granite Bay Wealth Management LLC ($504.55K), Commonwealth Equity Services LLC ($369.01K), and Raymond James Financial Inc. ($224.22K).

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

Institutional investors have bought a total of 33,720,202 shares in the last 24 months. This purchase volume represents approximately $2.36B in transactions.

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

Of the 155 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), Bellwether Advisors LLC ($288.29K), Money Concepts Capital Corp ($211.53K), LPL Financial LLC ($182.57K), MinichMacGregor Wealth Management LLC ($105.34K), Goldman Sachs Group Inc. ($91.76K), and SPC Financial Inc. ($84.68K).

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

Institutional investors have sold a total of 2,214,571 shares in the last 24 months. This volume of shares sold represents approximately $146.57M in transactions.



This page (NYSEARCA:IYK) was last updated on 5/21/2025 by MarketBeat.com Staff
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