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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
13,155
shares
|
$1.27 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
13,148
shares
|
$1.27 Million
0.16% of portfolio
|
Q1 2024
Reduced 8.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,112
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
13,034
shares
|
$1.26 Million
0.6% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
12,790
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,720
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
12,650
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.53%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
11,956
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,845
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 112.5%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
11,808
shares
|
$1.14 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
11,002
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,222
shares
|
$989,796
0.44% of portfolio
|
Q2 2024
Reduced 9.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,110
shares
|
$978,951
0.0% of portfolio
|
Q3 2024
Reduced 65.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,896
shares
|
$958,229
0.0% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
9,625
shares
|
$931,988
0.08% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,404
shares
|
$910,589
0.02% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
9,384
shares
|
$908,652
0.0% of portfolio
|
Q3 2024
Reduced 26.53%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
8,683
shares
|
$840,774
0.0% of portfolio
|
Q2 2023
Added 44.69%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
8,655
shares
|
$838,063
0.0% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
8,645
shares
|
$837,095
0.0% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
8,560
shares
|
$828,864
0.05% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,502
shares
|
$823,248
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
8,370
shares
|
$810,467
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
8,229
shares
|
$796,814
0.0% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
8,222
shares
|
$796,136
0.05% of portfolio
|
Q3 2024
Reduced 0.24%
|