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 |
|---|---|---|---|---|---|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Apr 29, 2025 Q1 2025 |
60,338
shares
|
$5.26 Million
4.94% of portfolio
|
Q1 2025
New holding
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
59,663
shares
|
$5.2 Million
3.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
58,654
shares
|
$5.11 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
55,811
shares
|
$4.87 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,028
shares
|
$4.71 Million
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
53,311
shares
|
$4.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,351
shares
|
$4.48 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.36%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
50,433
shares
|
$4.4 Million
1.73% of portfolio
|
Q1 2025
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
48,650
shares
|
$4.24 Million
1.63% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
48,474
shares
|
$4.23 Million
0.0% of portfolio
|
Q1 2025
Added 25.6%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
41,408
shares
|
$3.61 Million
2.08% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
38,555
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
38,019
shares
|
$3.31 Million
0.0% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
37,193
shares
|
$3.24 Million
0.03% of portfolio
|
Q1 2025
Reduced 44.48%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
33,120
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 365.82%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
30,495
shares
|
$2.66 Million
1.1% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
May 13, 2025 Q1 2025 |
30,083
shares
|
$2.62 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
28,769
shares
|
$2.51 Million
0.67% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
27,982
shares
|
$2.44 Million
1.18% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
27,727
shares
|
$2.42 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
27,206
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Added 107.74%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
25,657
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
25,084
shares
|
$2.19 Million
1.76% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
24,588
shares
|
$2.14 Million
1.5% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
22,271
shares
|
$1.94 Million
0.19% of portfolio
|
Q1 2025
Added 0.32%
|