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 261 institutions that hold shares in the stock, with a total of 7.69 Million shares, which have been reported (via 13F filing form) to have a value of $769 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
348
shares
|
$34,761
0.03% of portfolio
|
Q4 2023
Added 163.64%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
344
shares
|
$34,362
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
330
shares
|
$32,963
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
320
shares
|
$31,964
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
316
shares
|
$31,565
0.01% of portfolio
|
Q4 2022
Reduced 46.62%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
288
shares
|
$28,768
0.01% of portfolio
|
Q2 2024
Reduced 39.5%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
260
shares
|
$25,971
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
255
shares
|
$25,471
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
210
shares
|
$20,976
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
204
shares
|
$20,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
200
shares
|
$19,978
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
190
shares
|
$18,979
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
183
shares
|
$18,279
0.0% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
175
shares
|
$17,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
157
shares
|
$15,682
0.0% of portfolio
|
Q2 2023
Reduced 40.75%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
150
shares
|
$14,983
0.0% of portfolio
|
Q4 2023
Added 102.67%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
143
shares
|
$14,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
136
shares
|
$13,585
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
136
shares
|
$13,585
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
124
shares
|
$12,386
0.0% of portfolio
|
Q2 2022
Reduced 46.55%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
118
shares
|
$11,787
0.0% of portfolio
|
Q3 2024
Reduced 97.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
108
shares
|
$10,788
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
104
shares
|
$10,388
0.0% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$9,989
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
99
shares
|
$9,889
0.0% of portfolio
|
Q4 2024
New holding
|