Institutional Ownership Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC). We have compiled data on the 261 institutions that hold shares in the stock, with a total of 7.69 Million shares, which have been reported (via 13F filing form) to have a value of $769 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
874,293
shares
|
$87.3 Million
1.57% of portfolio
|
Q3 2024
Added 23.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
821,042
shares
|
$82 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
817,000
shares
|
$81.6 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
708,332
shares
|
$70.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
499,019
shares
|
$49.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
278,227
shares
|
$27.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
224,269
shares
|
$22.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
178,544
shares
|
$17.8 Million
1.51% of portfolio
|
Q4 2024
Added 3152.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
175,754
shares
|
$17.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
158,532
shares
|
$15.8 Million
0.04% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,566
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
134,670
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 59.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
133,071
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.6%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
130,881
shares
|
$13.1 Million
1.23% of portfolio
|
Q1 2023
Reduced 0.43%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
108,854
shares
|
$10.9 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
99,046
shares
|
$9.89 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
82,273
shares
|
$8.22 Million
0.07% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
70,547
shares
|
$7.05 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
67,726
shares
|
$6.77 Million
0.01% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
62,688
shares
|
$6.26 Million
0.0% of portfolio
|
Q3 2024
Added 101.69%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
60,337
shares
|
$6.03 Million
0.11% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
60,211
shares
|
$6.01 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
59,821
shares
|
$5.98 Million
3.13% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
54,663
shares
|
$5.46 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,028
shares
|
$5.4 Million
0.0% of portfolio
|
Q3 2024
Added 3.07%
|