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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
5,101
shares
|
$447,867
0.02% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
4,932
shares
|
$433,029
0.01% of portfolio
|
Q2 2023
Reduced 22.11%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
4,909
shares
|
$431,010
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,832
shares
|
$424,249
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
4,800
shares
|
$421,440
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
4,642
shares
|
$407,567
0.12% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
4,633
shares
|
$406,777
0.26% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,340
shares
|
$381,052
0.12% of portfolio
|
Q3 2021
Reduced 4.82%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,303
shares
|
$377,803
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
4,260
shares
|
$374,028
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,202
shares
|
$368,935
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
4,200
shares
|
$368,760
0.77% of portfolio
|
Q4 2021
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,177
shares
|
$366,740
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,158
shares
|
$365,072
0.0% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,080
shares
|
$358,224
0.15% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
4,072
shares
|
$357,521
0.14% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
4,005
shares
|
$351,639
0.0% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$351,200
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Feb 03, 2025 Q4 2024 |
4,000
shares
|
$351,200
0.05% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,930
shares
|
$345,054
0.02% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,879
shares
|
$340,576
0.0% of portfolio
|
Q2 2024
Reduced 12.93%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
3,809
shares
|
$334,430
0.16% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
3,745
shares
|
$328,811
0.02% of portfolio
|
Q3 2021
Added 43.27%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,716
shares
|
$326,264
0.0% of portfolio
|
Q4 2024
Added 28.85%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,660
shares
|
$321,348
0.0% of portfolio
|
Q4 2024
Added 40.77%
|