IYK Institutional Ownership
iShares U.S. Consumer Staples ETF
1W: -1.2%
1M: -5.6%
3M: -4.4%
YTD: +6.3%
1Y: +4.8%
3Y: +21.1%
5Y: +29.2%
$70.91
+0.23 (+0.33%)
Weekly Expected Move ±1.4%
$69
$70
$71
$72
$73
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IYK
313
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
921M
Total Invested
26
New Positions
89
Increased
127
Reduced
23
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (334 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | 1,740,483 | 123M | -388,343 | -18.2% | 2Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 989,730 | 70M | -143,709 | -12.7% | 35Q | SEC ↗ |
| 3 | LPL Financial LLC | 819,267 | 58M | -40,159 | -4.7% | 54Q | SEC ↗ |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | 779,206 | 55M | -121,443 | -13.5% | 2Q | SEC ↗ |
| 5 | OpenArc Corporate Advisory, LLC | 757,167 | 54M | -232,758 | -23.5% | 2Q | SEC ↗ |
| 6 | MORGAN STANLEY | 684,765 | 49M | -3,560 | -0.5% | 60Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 559,882 | 40M | -18,193 | -3.1% | 15Q | SEC ↗ |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 472,865 | 34M | +6,098 | +1.3% | 40Q | SEC ↗ |
| 9 | UBS Group AG | 365,210 | 26M | -10,837 | -2.9% | 47Q | SEC ↗ |
| 10 | PGIM Custom Harvest LLC | 308,545 | 22M | -10,482 | -3.3% | 15Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 270,687 | 19M | -41,755 | -13.4% | 67Q | SEC ↗ |
| 12 | BNP PARIBAS FINANCIAL MARKETS | 251,360 | 18M | -149,655 | -37.3% | 8Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 242,439 | 17M | -12,073 | -4.7% | 99Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 217,097 | 15M | -39,178 | -15.3% | 7Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 216,398 | 15M | -40,363 | -15.7% | 15Q | SEC ↗ |
| 16 | Steward Partners Investment Advisory, | 214,283 | 15M | -341,393 | -61.4% | 38Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 211,879 | 15M | -2,228 | -1.0% | 25Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 205,812 | 15M | +24,320 | +13.4% | 26Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 186,826 | 13M | -398,189 | -68.1% | 16Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 174,796 | 12M | -431 | -0.2% | 46Q | SEC ↗ |
| 21 | CIBC WORLD MARKET INC. | 141,612 | 10M | +9,662 | +7.3% | 34Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 136,573 | 10M | -4,808 | -3.4% | 35Q | SEC ↗ |
| 23 | MGO ONE SEVEN LLC | 118,324 | 8M | +14,431 | +13.9% | 16Q | SEC ↗ |
| 24 | Key Client Fiduciary Advisors, LLC | 117,020 | 8M | -9,500 | -7.5% | 3Q | SEC ↗ |
| 25 | STIFEL FINANCIAL CORP | 113,672 | 8M | +95,989 | +542.8% | 34Q | SEC ↗ |
| 26 | Zurich Insurance Group Ltd/FI | 102,650 | 7M | +34,200 | +50.0% | 5Q | SEC ↗ |
| 27 | WealthSpring Partners, LLC | 100,371 | 7M | +1,714 | +1.7% | 3Q | SEC ↗ |
| 28 | UNIQUE WEALTH, LLC | 94,306 | 7M | +1,449 | +1.6% | 2Q | SEC ↗ |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 79,192 | 6M | +24,941 | +46.0% | 65Q | SEC ↗ |
| 30 | PRINCIPAL SECURITIES, INC. | 66,583 | 5M | +35,047 | +111.1% | 11Q | SEC ↗ |
| 31 | JONES FINANCIAL COMPANIES LLLP | 65,416 | 5M | +4,153 | +6.8% | 10Q | SEC ↗ |
| 32 | Aspen Wealth Strategies, LLC | 50,014 | 4M | +576 | +1.2% | 3Q | SEC ↗ |
| 33 | MML INVESTORS SERVICES, LLC | 45,524 | 3M | +3,316 | +7.9% | 26Q | SEC ↗ |
| 34 | Centerline Wealth Advisors, LLC | 45,380 | 3M | -18,582 | -29.1% | 2Q | SEC ↗ |
| 35 | NewEdge Advisors, LLC | 40,168 | 3M | -6,382 | -13.7% | 17Q | SEC ↗ |
| 36 | First Citizens Financial Corp | 38,154 | 3M | -258 | -0.7% | 13Q | SEC ↗ |
| 37 | Conservest Capital Advisors, Inc. | 36,530 | 3M | -719 | -1.9% | 38Q | SEC ↗ |
| 38 | Sanctuary Advisors, LLC | 35,943 | 3M | +5,663 | +18.7% | 9Q | SEC ↗ |
| 39 | Thrivent Financial for Lutherans | 34,897 | 2M | -902 | -2.5% | 18Q | SEC ↗ |
| 40 | MONEY CONCEPTS CAPITAL CORP | 34,829 | 2M | -383 | -1.1% | 19Q | SEC ↗ |
| 41 | Storen Legacy Partners, LLC | 33,833 | 2M | -9,767 | -22.4% | 2Q | SEC ↗ |
| 42 | XTX Topco Ltd | 33,193 | 2M | +6,586 | +24.8% | 2Q | SEC ↗ |
| 43 | AssuredPartners Investment Advisors, L | 30,180 | 2M | +14,282 | +89.8% | 4Q | SEC ↗ |
| 44 | Consolidated Investment Group LLC | 27,900 | 2M | — | +0.0% | 2Q | SEC ↗ |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,163 | 2M | -12,229 | -31.0% | 16Q | SEC ↗ |
| 46 | WealthCare Investment Partners, LLC | 26,361 | 2M | -4,442 | -14.4% | 17Q | SEC ↗ |
| 47 | Focus Partners Wealth | 26,277 | 2M | +7,272 | +38.3% | 4Q | SEC ↗ |
| 48 | CITADEL ADVISORS LLC | 25,805 | 2M | +5,192 | +25.2% | 4Q | SEC ↗ |
| 49 | Kestra Advisory Services, LLC | 25,339 | 2M | -3,982 | -13.6% | 24Q | SEC ↗ |
| 50 | Matthew Goff Investment Advisor, LLC | 25,060 | 2M | -952 | -3.7% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| R2 Capital Strategies, LLC | 22,427 | 2M |
| Sunbelt Securities, Inc. | 6,810 | 483K |
| MERCER GLOBAL ADVISORS INC /ADV | 6,610 | 469K |
| Global Retirement Partners, LLC | 6,320 | 448K |
| Belpointe Asset Management LLC | 5,261 | 373K |
| Y-Intercept (Hong Kong) Ltd | 4,218 | 299K |
| COMPASS FINANCIAL MANAGEMENT LLC | 3,527 | 250K |
| SMITH CHAS P & ASSOCIATES PA CPAS | 3,330 | 236K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 3,026 | 215K |
| United Advisor Group, LLC | 2,805 | 199K |
| J.W. COLE ADVISORS, INC. | 2,775 | 197K |
| IFG Advisory, LLC | 2,366 | 168K |
| Integrated Wealth Concepts LLC | 1,880 | 133K |
| EP Wealth Advisors, LLC | 1,406 | 100K |
| Signature Resources Capital Managem | 834 | 59K |
| Highland Investment Advisors LLC | 465 | 33K |
| Key Capital Management, INC | 360 | 26K |
| FIDUCIARY FINANCIAL ADVISORS | 286 | 20K |
| Pinnacle Wealth Planning Services, | 249 | 18K |
| Buck Wealth Strategies, LLC | 237 | 17K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LITTLEJOHN FINANCIAL SERVICES, INC. | 39,261 | 3M |
| Leo Wealth, LLC | 32,014 | 2M |
| JANE STREET GROUP, LLC | 28,412 | 2M |
| RENAISSANCE TECHNOLOGIES LLC | 23,300 | 2M |
| Qube Research & Technologies Ltd | 22,858 | 2M |
| Envision Financial Transparency, LL | 18,641 | 1M |
| Mawer Investment Management Ltd. | 16,980 | 1M |
| Virtue Capital Management, LLC | 11,717 | 831K |
| TFB Advisors LLC | 11,633 | 825K |
| GTS SECURITIES LLC | 11,572 | 821K |
| Welch Group, LLC | 11,467 | 813K |
| BOSTON RESEARCH & MANAGEMENT INC | 10,500 | 745K |
| Vontobel Holding Ltd. | 6,000 | 425K |
| GSA CAPITAL PARTNERS LLP | 5,757 | 408K |
| FLP Wealth Management, LLC | 5,562 | 394K |
| CITIZENS FINANCIAL GROUP INC/RI | 5,137 | 364K |
| GFS Advisors, LLC | 4,953 | 351K |
| FOUNDERS FINANCIAL SECURITIES LLC | 4,945 | 351K |
| CALTON & ASSOCIATES, INC. | 3,730 | 264K |
| Independent Advisor Alliance | 3,282 | 233K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STIFEL FINANCIAL CORP | +95,989 | +542.8% | 113,672 |
| PRINCIPAL SECURITIES, INC. | +35,047 | +111.1% | 66,583 |
| Zurich Insurance Group Ltd/FI | +34,200 | +50.0% | 102,650 |
| ENVESTNET ASSET MANAGEMENT INC | +24,941 | +46.0% | 79,192 |
| OSAIC HOLDINGS, INC. | +24,320 | +13.4% | 205,812 |
| MGO ONE SEVEN LLC | +14,431 | +13.9% | 118,324 |
| AssuredPartners Investment Advisors | +14,282 | +89.8% | 30,180 |
| CAPTRUST FINANCIAL ADVISORS | +10,607 | +121.5% | 19,334 |
| CIBC WORLD MARKET INC. | +9,662 | +7.3% | 141,612 |
| Focus Partners Wealth | +7,272 | +38.3% | 26,277 |
| XTX Topco Ltd | +6,586 | +24.8% | 33,193 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +6,098 | +1.3% | 472,865 |
| Advisory Services Network, LLC | +5,867 | +229.7% | 8,421 |
| Hilltop Holdings Inc. | +5,687 | +36.8% | 21,142 |
| Sanctuary Advisors, LLC | +5,663 | +18.7% | 35,943 |
| CITADEL ADVISORS LLC | +5,192 | +25.2% | 25,805 |
| MAI Capital Management | +5,154 | +69.5% | 12,568 |
| Concurrent Investment Advisors, LLC | +5,142 | +51.0% | 15,234 |
| Arax Advisory Partners | +4,871 | +721.6% | 5,546 |
| Signal Advisors Wealth, LLC | +4,779 | +39.4% | 16,895 |