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 |
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
204
shares
|
$20,489
0.0% of portfolio
|
Q1 2025
Reduced 29.17%
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
200
shares
|
$20,088
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
200
shares
|
$20,088
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
190
shares
|
$19,083
0.0% of portfolio
|
Q2 2022
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
183
shares
|
$18,380
0.0% of portfolio
|
Q4 2023
Added 0.55%
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
175
shares
|
$17,577
0.0% of portfolio
|
Q4 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
170
shares
|
$17,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
165
shares
|
$16,572
0.0% of portfolio
|
Q2 2025
Added 243.75%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
158
shares
|
$15,869
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
155
shares
|
$15,568
0.0% of portfolio
|
Q2 2025
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
150
shares
|
$15,066
0.0% of portfolio
|
Q4 2023
Added 102.67%
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
143
shares
|
$14,362
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
136
shares
|
$13,659
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
124
shares
|
$12,454
0.0% of portfolio
|
Q2 2022
Reduced 46.55%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
114
shares
|
$11,450
0.0% of portfolio
|
Q2 2025
New holding
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
88
shares
|
$8,838
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
81
shares
|
$8,135
0.0% of portfolio
|
Q1 2024
New holding
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
72
shares
|
$7,231
0.01% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
70
shares
|
$7,030
0.0% of portfolio
|
Q1 2025
New holding
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
68
shares
|
$6,829
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
68
shares
|
$6,829
0.0% of portfolio
|
Q1 2025
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
67
shares
|
$6,729
0.0% of portfolio
|
Q3 2024
Reduced 37.96%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
55
shares
|
$5,524
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$5,022
0.0% of portfolio
|
Q2 2025
Reduced 86.23%
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
40
shares
|
$4,017
0.0% of portfolio
|
Q1 2021
New holding
|