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 264 institutions that hold shares in the stock, with a total of 9.85 Million shares, which have been reported (via 13F filing form) to have a value of $859 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
1,316,435
shares
|
$115 Million
1.52% of portfolio
|
Q1 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
974,216
shares
|
$84.9 Million
2.08% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
947,814
shares
|
$82.6 Million
0.01% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
782,716
shares
|
$68.2 Million
0.01% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
558,204
shares
|
$48.7 Million
0.01% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
373,029
shares
|
$32.5 Million
0.01% of portfolio
|
Q1 2025
Added 31.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
258,417
shares
|
$22.5 Million
0.0% of portfolio
|
Q1 2025
Added 25.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
253,935
shares
|
$22.1 Million
0.07% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
208,016
shares
|
$18.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
205,646
shares
|
$17.9 Million
0.43% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
189,649
shares
|
$16.5 Million
0.33% of portfolio
|
Q1 2025
Added 2406.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
185,145
shares
|
$16.1 Million
0.01% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
183,061
shares
|
$16 Million
1.43% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
170,734
shares
|
$14.9 Million
3.6% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
148,091
shares
|
$12.9 Million
0.03% of portfolio
|
Q1 2025
Added 189.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
146,728
shares
|
$12.8 Million
0.01% of portfolio
|
Q1 2025
Added 86.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
146,172
shares
|
$12.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,566
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
130,881
shares
|
$11.4 Million
1.23% of portfolio
|
Q1 2023
Reduced 0.43%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
127,670
shares
|
$11.1 Million
0.23% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
88,947
shares
|
$7.75 Million
0.0% of portfolio
|
Q1 2025
Added 62.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
79,362
shares
|
$6.92 Million
0.0% of portfolio
|
Q1 2025
Added 37.7%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
71,648
shares
|
$6.25 Million
0.01% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
68,874
shares
|
$6 Million
0.01% of portfolio
|
Q1 2025
Added 591.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
64,565
shares
|
$5.63 Million
0.02% of portfolio
|
Q1 2025
Added 101.17%
|