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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
2,771
shares
|
$261,194
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,732
shares
|
$257,518
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
2,726
shares
|
$256,952
0.05% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,600
shares
|
$245,076
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,566
shares
|
$241,871
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
2,520
shares
|
$237,535
0.0% of portfolio
|
Q3 2024
Added 34.4%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
2,504
shares
|
$236,027
0.08% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,446
shares
|
$230,559
0.0% of portfolio
|
Q3 2024
Reduced 53.16%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
2,421
shares
|
$228,203
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
2,421
shares
|
$228,203
0.06% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
2,400
shares
|
$226,224
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,358
shares
|
$222,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Touchstone Capital, Inc.
|
Oct 15, 2024 Q3 2024 |
2,321
shares
|
$218,777
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
2,196
shares
|
$206,994
0.02% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,948
shares
|
$183,618
0.02% of portfolio
|
Q3 2024
Added 31.62%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
1,936
shares
|
$182,487
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,873
shares
|
$176,548
0.0% of portfolio
|
Q3 2024
Reduced 83.88%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,850
shares
|
$174,381
0.06% of portfolio
|
Q1 2023
Added 1441.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,783
shares
|
$168,065
0.0% of portfolio
|
Q2 2020
Added 6.27%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,660
shares
|
$156,471
0.01% of portfolio
|
Q4 2021
Reduced 5.68%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,560
shares
|
$147,045
0.01% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
1,382
shares
|
$130,267
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,365
shares
|
$128,664
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,165
shares
|
$109,812
0.04% of portfolio
|
Q3 2024
Added 219.18%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$94,260
0.02% of portfolio
|
Q3 2021
New holding
|