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 271 institutions that hold shares in the stock, with a total of 9.69 Million shares, which have been reported (via 13F filing form) to have a value of $850 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
66,986
shares
|
$5.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
60,337
shares
|
$5.3 Million
0.11% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
60,211
shares
|
$5.29 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
59,821
shares
|
$5.25 Million
3.13% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
57,634
shares
|
$5.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
54,854
shares
|
$4.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 59.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,028
shares
|
$4.74 Million
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
53,813
shares
|
$4.72 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,351
shares
|
$4.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
51,149
shares
|
$4.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
43,720
shares
|
$3.84 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
43,229
shares
|
$3.8 Million
2.34% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
40,500
shares
|
$3.56 Million
2.42% of portfolio
|
Q4 2024
Added 529.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
38,593
shares
|
$3.39 Million
0.0% of portfolio
|
Q4 2024
Added 94.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
37,598
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
37,173
shares
|
$3.26 Million
0.17% of portfolio
|
Q4 2024
Added 561.56%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
34,012
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Added 313.32%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
32,152
shares
|
$2.82 Million
1.24% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
32,095
shares
|
$2.82 Million
0.01% of portfolio
|
Q4 2024
Added 144.78%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
30,353
shares
|
$2.66 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
29,290
shares
|
$2.57 Million
0.36% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
28,961
shares
|
$2.54 Million
1.29% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
28,185
shares
|
$2.47 Million
0.62% of portfolio
|
Q4 2024
Added 40.75%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
27,444
shares
|
$2.41 Million
0.02% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
25,665
shares
|
$2.25 Million
1.9% of portfolio
|
Q4 2024
Reduced 1.9%
|