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 |
|---|---|---|---|---|---|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
30,062
shares
|
$3.03 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
27,672
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 65.13%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
26,416
shares
|
$2.66 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
24,821
shares
|
$2.5 Million
2.07% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
23,733
shares
|
$2.39 Million
0.08% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
22,421
shares
|
$2.26 Million
0.93% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
22,385
shares
|
$2.26 Million
0.8% of portfolio
|
Q3 2025
Added 123.76%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
21,290
shares
|
$2.15 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
19,600
shares
|
$1.98 Million
0.13% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
19,258
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Added 28.82%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
19,044
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2025
Added 146.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
18,615
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2025
Added 218.59%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
17,251
shares
|
$1.74 Million
0.6% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
16,840
shares
|
$1.7 Million
0.74% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
16,021
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
15,599
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2025
Added 299.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
15,047
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.71%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,763
shares
|
$1.49 Million
0.7% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
14,670
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
14,542
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
13,928
shares
|
$1.4 Million
0.08% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
13,917
shares
|
$1.4 Million
0.62% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
13,485
shares
|
$1.36 Million
0.11% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
13,463
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
13,020
shares
|
$1.31 Million
0.22% of portfolio
|
Q3 2025
Added 11.4%
|
|