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 269 institutions that hold shares in the stock, with a total of 9.96 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,369
shares
|
$544,899
0.0% of portfolio
|
Q4 2024
Added 28.2%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
5,316
shares
|
$539,520
0.01% of portfolio
|
Q1 2025
Reduced 67.62%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
5,185
shares
|
$526,225
0.0% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,168
shares
|
$524,500
0.01% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
5,101
shares
|
$517,700
0.02% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,053
shares
|
$512,828
0.02% of portfolio
|
Q1 2025
Reduced 86.41%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
5,006
shares
|
$508,058
0.1% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
4,987
shares
|
$506,130
0.07% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,932
shares
|
$500,548
0.01% of portfolio
|
Q2 2023
Reduced 22.11%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
4,909
shares
|
$498,214
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
4,868
shares
|
$494,053
0.15% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
4,853
shares
|
$492,530
0.03% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,832
shares
|
$490,399
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
4,417
shares
|
$448,281
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
4,371
shares
|
$443,612
0.0% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,340
shares
|
$440,466
0.12% of portfolio
|
Q3 2021
Reduced 4.82%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,307
shares
|
$437,117
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
4,260
shares
|
$432,347
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
4,227
shares
|
$428,998
0.16% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
4,200
shares
|
$426,258
0.77% of portfolio
|
Q4 2021
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,177
shares
|
$423,923
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,158
shares
|
$421,995
0.0% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
4,000
shares
|
$405,960
0.05% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
4,000
shares
|
$405,960
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,880
shares
|
$393,781
0.14% of portfolio
|
Q1 2025
Reduced 4.9%
|