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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$96,830
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
912
shares
|
$88,308
0.0% of portfolio
|
Q1 2024
Added 125.74%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
884
shares
|
$85,597
0.03% of portfolio
|
Q3 2022
Reduced 31.15%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
864
shares
|
$83,661
0.0% of portfolio
|
Q2 2024
Reduced 31.65%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
800
shares
|
$77,464
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
787
shares
|
$76,205
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
760
shares
|
$73,590
0.02% of portfolio
|
Q2 2021
Reduced 98.66%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
728
shares
|
$70,492
0.02% of portfolio
|
Q2 2022
Reduced 3.7%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
696
shares
|
$67,393
0.0% of portfolio
|
Q4 2022
Reduced 3.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
662
shares
|
$64,101
0.01% of portfolio
|
Q1 2023
Reduced 10.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
655
shares
|
$63,423
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
580
shares
|
$56,161
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
504
shares
|
$48,802
0.0% of portfolio
|
Q2 2024
Added 149.5%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
500
shares
|
$48,415
0.01% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
495
shares
|
$47,930
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
480
shares
|
$46,478
0.02% of portfolio
|
Q3 2024
Reduced 69.74%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
400
shares
|
$38,732
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
390
shares
|
$37,763
0.0% of portfolio
|
Q4 2022
Added 69.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
375
shares
|
$36,311
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
352
shares
|
$34,084
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
349
shares
|
$33,793
0.0% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
348
shares
|
$33,696
0.02% of portfolio
|
Q4 2023
Added 163.64%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
344
shares
|
$33,309
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
330
shares
|
$31,953
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
320
shares
|
$30,985
0.0% of portfolio
|
Q4 2020
Added 300.0%
|