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 264 institutions that hold shares in the stock, with a total of 9.39 Million shares, which have been reported (via 13F filing form) to have a value of $940 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,783
shares
|
$178,460
0.0% of portfolio
|
Q2 2020
Added 6.27%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,660
shares
|
$166,149
0.01% of portfolio
|
Q4 2021
Reduced 5.68%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,560
shares
|
$156,140
0.01% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,530
shares
|
$153,137
0.06% of portfolio
|
Q4 2024
Added 31.33%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
1,386
shares
|
$138,724
0.05% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,256
shares
|
$125,713
0.01% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,180
shares
|
$118,106
0.0% of portfolio
|
Q4 2024
Added 29.39%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$100,090
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
884
shares
|
$88,479
0.03% of portfolio
|
Q3 2022
Reduced 31.15%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
864
shares
|
$86,477
0.0% of portfolio
|
Q2 2024
Reduced 31.65%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
800
shares
|
$80,072
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
760
shares
|
$76,068
0.02% of portfolio
|
Q2 2021
Reduced 98.66%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
728
shares
|
$72,865
0.03% of portfolio
|
Q2 2022
Reduced 3.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
725
shares
|
$72,565
0.0% of portfolio
|
Q4 2024
Added 316.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
704
shares
|
$70,463
0.0% of portfolio
|
Q4 2024
Added 576.92%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
696
shares
|
$69,662
0.0% of portfolio
|
Q4 2022
Reduced 3.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
662
shares
|
$66,259
0.01% of portfolio
|
Q1 2023
Reduced 10.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
655
shares
|
$65,558
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
580
shares
|
$58,052
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
500
shares
|
$50,045
0.01% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
495
shares
|
$49,544
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
434
shares
|
$43,439
0.0% of portfolio
|
Q4 2024
Added 31.52%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
400
shares
|
$40,036
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
390
shares
|
$39,035
0.0% of portfolio
|
Q4 2022
Added 69.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
375
shares
|
$37,533
0.0% of portfolio
|
Q2 2022
New holding
|