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

$71.92
+0.47 (+0.66%)
(As of 02:59 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
137
Total
Institutional Inflows
(last 12 months)
$171.95M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$66.47M
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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
9/5/2024 Sanctuary Advisors LLC11,577$773K0.0%N/A0.062%
8/22/2024 Cetera Investment Advisers130,953$8.61M0.0%-0.4%0.700%
8/21/2024 Truist Financial Corp10,718$705K0.0%-33.2%0.057%
8/19/2024 EP Wealth Advisors LLC1,581$104K0.0%-10.8%0.008%
8/19/2024 B. Riley Wealth Advisors Inc.15,784$1.04M0.0%+69.9%0.084%
8/16/2024 Sunbelt Securities Inc.450$30K0.0%-61.8%0.002%
8/16/2024 NewEdge Advisors LLC18,572$1.22M0.0%-1.1%0.099%
8/16/2024 Coastal Bridge Advisors LLC8,043$529K0.1%-13.2%0.043%
8/16/2024 Northwestern Mutual Wealth Management Co.539,437$35.47M0.0%-2.3%2.885%
8/16/2024Creative Planning25,366$1.67M0.0%+1.2%0.136%
8/14/2024 Bank of Montreal Can24,343$1.66M0.0%-30.4%0.130%
8/13/2024 Thrivent Financial for Lutherans17,706$1.16M0.0%-1.7%0.095%
8/12/2024 Blair William & Co. IL6,396$421K0.0%+25.6%0.034%
8/12/2024 Waterloo Capital L.P.17,865$1.18M0.1%-5.7%0.096%
8/9/2024 Citizens Financial Group Inc. RI4,628$304K0.0%N/A0.025%
8/8/2024 Envestnet Asset Management Inc.70,923$4.66M0.0%+9.5%0.379%
8/8/2024 Thoroughbred Financial Services LLC10,123$665K0.0%-42.8%0.054%
8/8/2024 Stonebridge Financial Planning Group LLC18,173$1.20M0.6%-4.2%0.097%
8/8/2024 LPL Financial LLC809,966$53.26M0.0%-6.0%4.331%
8/8/2024 VitalStone Financial LLC2,176$143K0.1%N/A0.012%
8/8/2024 Garrison Point Advisors LLC4,263$280K0.2%+7.6%0.023%
8/7/2024 MGO One Seven LLC85,880$5.65M0.3%+46.5%0.459%
8/7/2024 Ashton Thomas Private Wealth LLC691$45K0.0%N/A0.004%
8/6/2024 Financial Gravity Asset Management Inc.625$41K0.0%N/A0.003%
8/6/2024 Wakefield Asset Management LLLP24,961$1.64M0.6%-18.0%0.133%
8/5/2024 Private Advisor Group LLC28,948$1.90M0.0%+35.0%0.155%
8/2/2024Founders Financial Securities LLC4,785$315K0.0%N/A0.026%
8/1/2024 Bellwether Advisors LLC125,139$8.23M1.7%-32.6%0.669%
7/31/2024Commonwealth Equity Services LLC222,983$14.66M0.0%+2.9%1.192%
7/30/2024 TFB Advisors LLC8,269$544K0.2%+22.9%0.044%
7/30/2024 International Assets Investment Management LLC1,053$69K0.0%-65.3%0.006%
7/30/2024 Penobscot Wealth Management44,052$2.89M1.7%+7.1%0.236%
7/29/2024 Sonata Capital Group Inc.4,320$284K0.1%-4.4%0.023%
7/29/2024 Schmidt P J Investment Management Inc.22,325$1.47M0.3%-1.3%0.119%
7/29/2024 Ameritas Advisory Services LLC7,091$466K0.0%N/A0.038%
7/29/2024 Arkadios Wealth Advisors3,843$253K0.0%-20.1%0.021%
7/25/2024 Beacon Capital Management LLC460$30K0.0%N/A0.002%
7/24/2024 Family Firm Inc.3,022$199K0.0%-5.1%0.016%
7/24/2024 Charter Oak Capital Management LLC3,408$224K0.0%-14.4%0.018%
7/23/2024 Concourse Financial Group Securities Inc.2,532$166K0.0%-14.8%0.014%
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7/23/2024 Essex LLC13,635$897K0.2%-7.0%0.073%
7/19/2024 Raymond James & Associates50,023$3.29M0.0%+22.1%0.268%
7/19/2024 Calton & Associates Inc.8,185$538K0.3%-13.5%0.044%
7/18/2024 WealthCare Investment Partners LLC98,116$6.45M3.0%-1.6%0.525%
7/18/2024 Cordatus Wealth Management LLC4,233$278K0.1%N/A0.023%
7/16/2024 GPS Wealth Strategies Group LLC15,542$1.02M0.2%+180.9%0.083%
7/16/2024 Apeiron RIA LLC7,155$470K0.1%-4.4%0.038%
7/15/2024 RFG Advisory LLC5,218$343K0.0%-45.0%0.028%
7/11/2024 CX Institutional11,231$738K0.0%+601.1%0.060%
7/10/2024 CWM LLC10,253$674K0.0%+37.9%0.055%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.831$55K0.0%N/A0.004%
5/31/2024 First Citizens Financial Corp45,253$3.06M1.8%+198.3%0.242%
5/24/2024Cetera 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%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,687$723K0.1%+157.1%0.056%
5/3/2024Rehmann 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%
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4/30/2024 Arkadios Wealth Advisors4,810$325K0.0%+168.4%0.025%
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%
(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, 284 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), LPL Financial LLC ($53.26M), Modera Wealth Management LLC ($49.35M), Northwestern Mutual Wealth Management Co. ($35.47M), 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 245 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), International Assets Investment Management LLC ($215.29K), The Manufacturers Life Insurance Company ($172.87K), Commonwealth Equity Services LLC ($160.45K), Money Concepts Capital Corp ($152.27K), and UBS Group AG ($134.00K).

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

Institutional investors have bought a total of 4,447,292 shares in the last 24 months. This purchase volume represents approximately $287.61M in transactions.

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

Of the 151 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), MinichMacGregor Wealth Management LLC ($106.15K), LPL Financial LLC ($102.32K), UBS Group AG ($100.70K), and Bellwether Advisors LLC ($87.41K).

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

Institutional investors have sold a total of 1,999,215 shares in the last 24 months. This volume of shares sold represents approximately $129.50M in transactions.


This page (NYSEARCA:IYK) was last updated on 9/9/2024 by MarketBeat.com Staff

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