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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
5,222
shares
|
$505,646
0.03% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,168
shares
|
$500,417
0.01% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
5,168
shares
|
$500,417
0.01% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,932
shares
|
$477,565
0.01% of portfolio
|
Q2 2023
Reduced 22.11%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
4,909
shares
|
$475,338
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
4,875
shares
|
$472,046
0.17% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,832
shares
|
$467,882
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
4,750
shares
|
$459,942
0.12% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,727
shares
|
$457,715
0.01% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
4,629
shares
|
$448,226
0.25% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
4,356
shares
|
$421,791
0.0% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,340
shares
|
$420,242
0.12% of portfolio
|
Q3 2021
Reduced 4.82%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
4,308
shares
|
$417,143
0.03% of portfolio
|
Q3 2024
Reduced 68.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,302
shares
|
$416,562
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,260
shares
|
$412,495
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
4,221
shares
|
$408,719
0.0% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,202
shares
|
$406,879
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
4,200
shares
|
$406,686
0.77% of portfolio
|
Q4 2021
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,188
shares
|
$405,524
0.0% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,158
shares
|
$402,619
0.0% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
4,103
shares
|
$397,293
0.12% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
4,080
shares
|
$395,066
0.13% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
4,041
shares
|
$391,290
0.16% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
4,010
shares
|
$388,288
0.01% of portfolio
|
Q2 2024
Added 26.9%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$387,320
0.01% of portfolio
|
Q4 2020
Added 300.0%
|