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 278 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 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 |
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
12,337
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
12,112
shares
|
$1.22 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
12,050
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
11,923
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 64.0%
|
|
|
Spence Asset Management
|
Jul 11, 2025 Q2 2025 |
11,879
shares
|
$1.19 Million
0.24% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,666
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
11,508
shares
|
$1.16 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
11,466
shares
|
$1.15 Million
1.01% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
11,195
shares
|
$1.12 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
11,145
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
11,000
shares
|
$1.1 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
10,598
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,559
shares
|
$1.06 Million
0.39% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
10,477
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
10,240
shares
|
$1.03 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
10,163
shares
|
$1.02 Million
0.16% of portfolio
|
Q2 2025
Added 52.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,094
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.43%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
10,004
shares
|
$1 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
9,904
shares
|
$994,757
0.23% of portfolio
|
Q2 2025
Reduced 65.57%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
9,416
shares
|
$945,743
0.08% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,408
shares
|
$944,939
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
9,400
shares
|
$944,136
0.1% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
9,261
shares
|
$930,174
0.0% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
8,957
shares
|
$899,641
0.1% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
8,765
shares
|
$880,356
0.01% of portfolio
|
Q2 2025
Reduced 1.73%
|