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 266 institutions that hold shares in the stock, with a total of 9.95 Million shares, which have been reported (via 13F filing form) to have a value of $997 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
58,871
shares
|
$5.9 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
58,273
shares
|
$5.84 Million
5.22% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
57,089
shares
|
$5.72 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
55,811
shares
|
$5.59 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,028
shares
|
$5.41 Million
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
53,311
shares
|
$5.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
51,740
shares
|
$5.18 Million
2.85% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,351
shares
|
$5.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.36%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
50,433
shares
|
$5.05 Million
1.73% of portfolio
|
Q1 2025
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
49,157
shares
|
$4.93 Million
1.62% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
48,474
shares
|
$4.86 Million
0.0% of portfolio
|
Q1 2025
Added 25.6%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
41,887
shares
|
$4.2 Million
2.18% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
38,555
shares
|
$3.86 Million
0.0% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
38,019
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
37,193
shares
|
$3.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 44.48%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
35,895
shares
|
$3.6 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
30,495
shares
|
$3.06 Million
1.1% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
30,083
shares
|
$3.01 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
28,769
shares
|
$2.88 Million
0.67% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
27,982
shares
|
$2.8 Million
1.18% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
27,663
shares
|
$2.77 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
27,206
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2025
Added 107.74%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
25,657
shares
|
$2.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
25,084
shares
|
$2.51 Million
1.76% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
24,588
shares
|
$2.46 Million
1.5% of portfolio
|
Q1 2025
New holding
|