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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
11,923
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 64.0%
|
|
|
Spence Asset Management
|
Jul 11, 2025 Q2 2025 |
11,879
shares
|
$1.19 Million
0.24% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,666
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
11,508
shares
|
$1.15 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
11,240
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 305.34%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
11,195
shares
|
$1.12 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
11,144
shares
|
$1.12 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
11,000
shares
|
$1.1 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,559
shares
|
$1.06 Million
0.39% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
10,552
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
10,512
shares
|
$1.05 Million
0.13% of portfolio
|
Q1 2025
Reduced 56.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
10,477
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
10,240
shares
|
$1.03 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,094
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.43%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
10,004
shares
|
$1 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
9,416
shares
|
$943,577
0.08% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,408
shares
|
$942,775
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
9,400
shares
|
$941,973
0.1% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
8,919
shares
|
$893,772
0.01% of portfolio
|
Q1 2025
Added 299.96%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,909
shares
|
$892,770
0.0% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,822
shares
|
$884,052
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,723
shares
|
$874,131
0.4% of portfolio
|
Q1 2025
Added 210.1%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
8,683
shares
|
$870,123
0.0% of portfolio
|
Q2 2023
Added 44.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,647
shares
|
$866,515
0.01% of portfolio
|
Q1 2025
Reduced 42.75%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
8,622
shares
|
$864,010
0.01% of portfolio
|
Q1 2025
Added 58.11%
|