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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,599
shares
|
$662,480
0.0% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
7,179
shares
|
$625,865
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
6,924
shares
|
$603,634
0.0% of portfolio
|
Q3 2024
Added 72.07%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,867
shares
|
$598,665
0.0% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
6,680
shares
|
$582,362
0.01% of portfolio
|
Q1 2025
Added 29.26%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
6,646
shares
|
$579,398
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
6,596
shares
|
$575,039
0.25% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
6,418
shares
|
$559,521
0.03% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
6,324
shares
|
$551,326
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
6,308
shares
|
$549,931
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,906
shares
|
$514,885
0.01% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
5,893
shares
|
$513,751
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
5,820
shares
|
$507,387
0.15% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
5,699
shares
|
$496,838
0.0% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,584
shares
|
$486,813
0.12% of portfolio
|
Q3 2023
Reduced 0.89%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
5,560
shares
|
$484,720
0.04% of portfolio
|
Q1 2025
Reduced 35.05%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
5,520
shares
|
$481,233
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
5,500
shares
|
$479,490
0.09% of portfolio
|
Q4 2021
Reduced 2.27%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
5,477
shares
|
$477,484
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,369
shares
|
$468,069
0.0% of portfolio
|
Q4 2024
Added 28.2%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
5,316
shares
|
$463,448
0.01% of portfolio
|
Q1 2025
Reduced 67.62%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
5,223
shares
|
$455,341
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
5,185
shares
|
$452,028
0.0% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,168
shares
|
$450,546
0.01% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
5,101
shares
|
$444,705
0.02% of portfolio
|
Q4 2024
Added 7.91%
|