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 291 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,262
shares
|
$127,171
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,200
shares
|
$120,924
0.0% of portfolio
|
Q3 2025
Reduced 48.52%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
1,160
shares
|
$116,893
0.04% of portfolio
|
Q3 2025
Reduced 16.55%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1,000
shares
|
$100,770
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
991
shares
|
$99,863
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
978
shares
|
$98,553
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
928
shares
|
$93,514
0.0% of portfolio
|
Q3 2025
Reduced 53.32%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
884
shares
|
$89,080
0.03% of portfolio
|
Q3 2022
Reduced 31.15%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
864
shares
|
$87,065
0.0% of portfolio
|
Q2 2024
Reduced 31.65%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
800
shares
|
$80,616
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
760
shares
|
$76,585
0.02% of portfolio
|
Q2 2021
Reduced 98.66%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
696
shares
|
$70,135
0.0% of portfolio
|
Q4 2022
Reduced 3.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
662
shares
|
$66,709
0.01% of portfolio
|
Q1 2023
Reduced 10.54%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
661
shares
|
$66,608
0.01% of portfolio
|
Q2 2025
Added 535.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
655
shares
|
$66,004
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
612
shares
|
$61,671
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
595
shares
|
$59,958
0.03% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
580
shares
|
$58,446
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
554
shares
|
$55,826
0.01% of portfolio
|
Q3 2025
Added 250.63%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
500
shares
|
$50,385
0.01% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
497
shares
|
$50,082
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
471
shares
|
$47,462
0.0% of portfolio
|
Q3 2025
Reduced 31.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
402
shares
|
$40,509
0.0% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
400
shares
|
$40,308
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
400
shares
|
$40,308
0.01% of portfolio
|
Q3 2025
New holding
|
|