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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
288
shares
|
$27,146
0.01% of portfolio
|
Q2 2024
Reduced 39.5%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
260
shares
|
$24,507
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
255
shares
|
$24,036
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
210
shares
|
$19,794
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
204
shares
|
$19,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
200
shares
|
$18,852
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
200
shares
|
$18,852
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
200
shares
|
$18,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
190
shares
|
$17,909
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
183
shares
|
$17,249
0.0% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
174
shares
|
$16,401
0.0% of portfolio
|
Q3 2024
Added 62.62%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
157
shares
|
$14,798
0.0% of portfolio
|
Q2 2023
Reduced 40.75%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
150
shares
|
$14,139
0.0% of portfolio
|
Q4 2023
Added 102.67%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
136
shares
|
$12,819
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
136
shares
|
$12,819
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
124
shares
|
$11,688
0.0% of portfolio
|
Q2 2022
Reduced 46.55%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
118
shares
|
$11,122
0.0% of portfolio
|
Q3 2024
Reduced 97.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
108
shares
|
$10,180
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
104
shares
|
$9,803
0.0% of portfolio
|
Q1 2023
Reduced 43.78%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
103
shares
|
$9,708
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$9,426
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
81
shares
|
$7,635
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
67
shares
|
$6,315
0.0% of portfolio
|
Q3 2024
Reduced 37.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
59
shares
|
$5,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
55
shares
|
$5,184
0.0% of portfolio
|
Q2 2024
New holding
|