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 230 institutions that hold shares in the stock, with a total of 7.01 Million shares, which have been reported (via 13F filing form) to have a value of $679 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
41,957
shares
|
$4.06 Million
2.1% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
37,389
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
32,958
shares
|
$3.19 Million
0.01% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
30,684
shares
|
$2.97 Million
1.1% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
29,955
shares
|
$2.9 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
29,213
shares
|
$2.83 Million
1.01% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
26,161
shares
|
$2.53 Million
1.8% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25,918
shares
|
$2.51 Million
0.29% of portfolio
|
Q3 2024
Reduced 19.25%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
23,550
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.55%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
22,290
shares
|
$2.16 Million
0.18% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
20,025
shares
|
$1.94 Million
0.41% of portfolio
|
Q3 2024
Reduced 23.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
19,874
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
17,235
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
15,613
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
15,255
shares
|
$1.48 Million
0.84% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
14,983
shares
|
$1.45 Million
0.16% of portfolio
|
Q3 2024
Reduced 25.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
14,968
shares
|
$1.45 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
14,773
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
14,671
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2024
Added 129.99%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
14,497
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
14,077
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2024
Added 6.96%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
13,928
shares
|
$1.35 Million
0.08% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
13,919
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
13,798
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
13,794
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.88%
|