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 |
|---|---|---|---|---|---|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
24,093
shares
|
$2.12 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
23,551
shares
|
$2.07 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
22,200
shares
|
$1.95 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,658
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
16,528
shares
|
$1.45 Million
0.16% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
16,417
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,836
shares
|
$1.39 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
15,589
shares
|
$1.37 Million
0.15% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
15,135
shares
|
$1.33 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
15,103
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
14,842
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Added 71.68%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
13,928
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
13,713
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
13,712
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,332
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
13,148
shares
|
$1.15 Million
0.17% of portfolio
|
Q1 2024
Reduced 8.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
13,096
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
13,034
shares
|
$1.14 Million
0.68% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
12,686
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,647
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
12,502
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
12,290
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
11,867
shares
|
$1.04 Million
0.32% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
11,863
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
11,803
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.55%
|