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

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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)
$161.56M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$89.63M
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IYK Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Avantax Advisory Services Inc.23,550$1.59M0.0%+42.5%0.124%
5/8/2024Thoroughbred Financial Services LLC17,694$1.20M0.1%+140.6%0.093%
5/7/2024Abbrea Capital LLC4,200$284K0.0%+200.0%0.022%
5/7/2024Montag A & Associates Inc.2,700$183K0.0%+200.0%0.014%
5/7/202449 Wealth Management LLC122,091$8.20M1.8%+240.3%0.641%
5/7/2024Empirical 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%
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%
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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%
3/15/2024B. 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%
2/28/2024EP Wealth Advisors LLC597$114K0.0%-55.4%0.007%
2/26/2024Centaurus Financial Inc.1,145$220K0.0%-29.9%0.013%
2/21/2024Novak & Powell Financial Services Inc.1,178$229K0.2%N/A0.014%
2/14/2024MGO One Seven LLC16,665$3.20M0.2%-18.2%0.192%
2/14/2024Waterloo Capital L.P.12,149$2.33M0.4%N/A0.140%
2/13/2024Angeles Wealth Management LLC187$36K0.0%N/A0.002%
2/13/2024Cetera Advisor Networks LLC28,870$5.54M0.0%+24.9%0.332%
2/13/2024Hirtle Callaghan & Co LLC5,000$959K0.0%N/A0.057%
2/12/2024Scotia Capital Inc.1,054$202K0.0%N/A0.012%
2/12/2024Laidlaw Wealth Management LLC1,603$307K0.1%-25.0%0.018%
2/12/2024Focus Financial Network Inc. ADV2,072$397K0.0%N/A0.024%
2/12/2024Steward Partners Investment Advisory LLC9,064$1.74M0.0%-43.3%0.104%
2/9/2024 Advisory Services Network LLC15,205$2.92M0.1%+34.5%0.175%
2/9/2024Corient Private Wealth LLC5,444$1.04M0.0%-15.3%0.063%
2/9/2024D.A. Davidson & CO.2,777$532K0.0%N/A0.032%
2/9/2024Wells Fargo & Company MN123,660$23.71M0.0%-25.8%1.421%
2/9/2024Thoroughbred Financial Services LLC7,353$1.41M0.1%-24.0%0.085%
2/9/2024Blankinship & Foster LLC2,466$473K0.1%+17.4%0.028%
2/9/2024UBS Group AG164,110$31.46M0.0%-25.5%1.886%
2/8/2024Atlantic 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%
2/7/2024Avantax Advisory Services Inc.16,523$3.17M0.0%-8.2%0.190%
2/7/2024 Calton & Associates Inc.3,636$697K0.3%+33.6%0.042%
2/7/2024 Sonata Capital Group Inc.1,090$209K0.1%N/A0.013%
2/7/2024Principal Securities Inc.13,923$2.67M0.1%N/A0.160%
2/7/2024 Concourse Financial Group Securities Inc.12,634$2.42M0.2%+2.6%0.145%
2/6/2024 Lincoln National Corp9,440$1.81M0.0%-2.5%0.109%
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2/6/2024 Private Advisor Group LLC10,067$1.93M0.0%+61.6%0.116%
2/6/2024 Spire Wealth Management543$104K0.0%-30.3%0.006%
2/6/2024One Charles Private Wealth Services LLC1,575$302K0.2%-15.5%0.018%
2/5/2024Stonebridge Financial Planning Group LLC6,320$1.21M0.7%-0.9%0.073%
2/5/2024Fernwood Investment Management LLC26,282$5.04M1.3%-0.5%0.302%
2/5/2024 Conservest Capital Advisors Inc.16,376$3.14M0.3%-2.0%0.188%
2/2/2024Truist Financial Corp9,074$1.74M0.0%+2.5%0.104%
2/2/2024 Penobscot Wealth Management12,342$2.37M1.6%+4.5%0.142%
2/2/2024 VCI Wealth Management LLC3,776$724K0.4%N/A0.043%
2/2/2024Atria Wealth Solutions Inc.3,505$672K0.0%+9.0%0.040%
(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, 290 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 255 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 5,481,868 shares in the last 24 months. This purchase volume represents approximately $354.59M in transactions.

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

Of the 149 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 1,988,839 shares in the last 24 months. This volume of shares sold represents approximately $128.70M in transactions.


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This page (NYSEARCA:IYK) was last updated on 5/8/2024 by MarketBeat.com Staff

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