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 281 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,433
shares
|
$568,183
0.0% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,377
shares
|
$562,326
0.08% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
5,285
shares
|
$552,705
0.0% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,168
shares
|
$540,469
0.01% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
4,980
shares
|
$520,808
0.13% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
4,932
shares
|
$515,788
0.01% of portfolio
|
Q2 2023
Reduced 22.11%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
4,909
shares
|
$513,383
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
4,878
shares
|
$510,141
0.04% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
4,853
shares
|
$507,526
0.03% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
4,836
shares
|
$505,748
0.15% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,832
shares
|
$505,330
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
4,821
shares
|
$504,180
0.09% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
4,680
shares
|
$489,434
0.01% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
4,658
shares
|
$487,133
0.0% of portfolio
|
Q2 2025
Added 68.89%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
4,595
shares
|
$480,545
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,340
shares
|
$453,877
0.12% of portfolio
|
Q3 2021
Reduced 4.82%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,307
shares
|
$450,426
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
4,260
shares
|
$445,510
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
4,233
shares
|
$442,687
0.24% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
4,200
shares
|
$439,236
0.77% of portfolio
|
Q4 2021
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,158
shares
|
$434,843
0.0% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
4,083
shares
|
$427,000
0.02% of portfolio
|
Q2 2025
Reduced 73.21%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
4,000
shares
|
$418,320
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
4,000
shares
|
$418,320
0.05% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
3,919
shares
|
$409,849
0.01% of portfolio
|
Q2 2025
Reduced 33.64%
|