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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,850
shares
|
$161,283
0.07% of portfolio
|
Q1 2023
Added 1441.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,783
shares
|
$155,441
0.0% of portfolio
|
Q2 2020
Added 6.27%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,660
shares
|
$144,718
0.01% of portfolio
|
Q4 2021
Reduced 5.68%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,258
shares
|
$109,672
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,180
shares
|
$102,872
0.0% of portfolio
|
Q4 2024
Added 29.39%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$87,180
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
935
shares
|
$81,513
0.04% of portfolio
|
Q1 2025
Reduced 98.61%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
884
shares
|
$77,067
0.03% of portfolio
|
Q3 2022
Reduced 31.15%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
864
shares
|
$75,323
0.0% of portfolio
|
Q2 2024
Reduced 31.65%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
800
shares
|
$69,744
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
760
shares
|
$66,256
0.02% of portfolio
|
Q2 2021
Reduced 98.66%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
728
shares
|
$63,467
0.02% of portfolio
|
Q2 2022
Reduced 3.7%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
704
shares
|
$61,374
0.0% of portfolio
|
Q4 2024
Added 576.92%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
696
shares
|
$60,677
0.0% of portfolio
|
Q4 2022
Reduced 3.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
662
shares
|
$57,713
0.01% of portfolio
|
Q1 2023
Reduced 10.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
655
shares
|
$57,102
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
580
shares
|
$50,564
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
563
shares
|
$49,082
0.0% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
553
shares
|
$48,210
0.01% of portfolio
|
Q1 2025
Added 252.23%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
500
shares
|
$43,590
0.01% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
496
shares
|
$43,241
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
490
shares
|
$42,718
0.03% of portfolio
|
Q1 2025
Reduced 67.97%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
400
shares
|
$34,872
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
375
shares
|
$32,692
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
369
shares
|
$32,169
0.0% of portfolio
|
Q1 2025
New holding
|