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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
363
shares
|
$31,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
352
shares
|
$30,687
0.0% of portfolio
|
Q1 2025
Reduced 18.89%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
352
shares
|
$30,687
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
348
shares
|
$30,338
0.02% of portfolio
|
Q4 2023
Added 163.64%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
344
shares
|
$29,989
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
341
shares
|
$29,728
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
330
shares
|
$28,769
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
320
shares
|
$27,897
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
316
shares
|
$27,548
0.01% of portfolio
|
Q4 2022
Reduced 46.62%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
300
shares
|
$26,154
0.0% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
260
shares
|
$22,666
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
255
shares
|
$22,230
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
230
shares
|
$20,051
0.0% of portfolio
|
Q4 2024
Reduced 41.03%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
210
shares
|
$18,307
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
204
shares
|
$17,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
204
shares
|
$17,784
0.0% of portfolio
|
Q1 2025
Reduced 29.17%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
200
shares
|
$17,436
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
200
shares
|
$17,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
190
shares
|
$16,564
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
183
shares
|
$15,953
0.0% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
175
shares
|
$15,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
150
shares
|
$13,077
0.0% of portfolio
|
Q4 2023
Added 102.67%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
143
shares
|
$12,466
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
136
shares
|
$11,856
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
124
shares
|
$10,810
0.0% of portfolio
|
Q2 2022
Reduced 46.55%
|