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 281 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
884
shares
|
$88,788
0.03% of portfolio
|
Q3 2022
Reduced 31.15%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
864
shares
|
$86,780
0.0% of portfolio
|
Q2 2024
Reduced 31.65%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
800
shares
|
$80,352
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
760
shares
|
$76,334
0.02% of portfolio
|
Q2 2021
Reduced 98.66%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
696
shares
|
$69,906
0.0% of portfolio
|
Q4 2022
Reduced 3.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
684
shares
|
$68,700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
662
shares
|
$66,491
0.01% of portfolio
|
Q1 2023
Reduced 10.54%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
661
shares
|
$66,390
0.01% of portfolio
|
Q2 2025
Added 535.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
655
shares
|
$65,788
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
615
shares
|
$61,770
0.02% of portfolio
|
Q2 2025
Reduced 34.22%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
580
shares
|
$58,255
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
500
shares
|
$50,220
0.01% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
497
shares
|
$49,918
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
422
shares
|
$42,385
0.01% of portfolio
|
Q2 2025
Added 100.95%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
400
shares
|
$40,176
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
375
shares
|
$37,665
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
352
shares
|
$35,354
0.0% of portfolio
|
Q1 2025
Reduced 18.89%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
352
shares
|
$35,354
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
348
shares
|
$34,953
0.02% of portfolio
|
Q4 2023
Added 163.64%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
344
shares
|
$34,551
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
320
shares
|
$32,140
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
316
shares
|
$31,739
0.01% of portfolio
|
Q4 2022
Reduced 46.62%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
300
shares
|
$30,132
0.0% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
260
shares
|
$26,114
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
255
shares
|
$25,612
0.0% of portfolio
|
Q4 2022
New holding
|