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 229 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 $655 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
874,293
shares
|
$82.4 Million
1.57% of portfolio
|
Q3 2024
Added 23.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
821,042
shares
|
$77.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
817,000
shares
|
$77 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
708,332
shares
|
$66.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
499,019
shares
|
$47 Million
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
278,227
shares
|
$26.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
175,754
shares
|
$16.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
158,532
shares
|
$14.9 Million
0.04% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
150,731
shares
|
$14.2 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,566
shares
|
$13.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
134,670
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
Added 49.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
133,071
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.6%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
130,881
shares
|
$12.3 Million
1.23% of portfolio
|
Q1 2023
Reduced 0.43%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
108,854
shares
|
$10.3 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
82,273
shares
|
$7.76 Million
0.07% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
65,491
shares
|
$6.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
62,688
shares
|
$5.91 Million
0.0% of portfolio
|
Q3 2024
Added 101.69%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
61,709
shares
|
$5.82 Million
2.88% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
61,479
shares
|
$5.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
60,015
shares
|
$5.66 Million
0.11% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
54,663
shares
|
$5.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,028
shares
|
$5.09 Million
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
53,414
shares
|
$5.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
51,488
shares
|
$4.85 Million
0.0% of portfolio
|
Q3 2024
Added 397.56%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,351
shares
|
$4.84 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.36%
|