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 $848 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
500
shares
|
$43,730
0.01% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
495
shares
|
$43,292
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
434
shares
|
$37,957
0.0% of portfolio
|
Q4 2024
Added 31.52%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
400
shares
|
$34,984
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
375
shares
|
$32,797
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
360
shares
|
$31,485
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
352
shares
|
$30,785
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
349
shares
|
$30,523
0.0% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
348
shares
|
$30,436
0.03% of portfolio
|
Q4 2023
Added 163.64%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
344
shares
|
$30,086
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
330
shares
|
$28,861
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
320
shares
|
$27,987
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
316
shares
|
$27,637
0.01% of portfolio
|
Q4 2022
Reduced 46.62%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
288
shares
|
$25,188
0.01% of portfolio
|
Q2 2024
Reduced 39.5%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
260
shares
|
$22,739
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
255
shares
|
$22,302
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
230
shares
|
$20,115
0.0% of portfolio
|
Q4 2024
Reduced 41.03%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
210
shares
|
$18,366
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
204
shares
|
$17,841
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
200
shares
|
$17,492
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
190
shares
|
$16,617
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
183
shares
|
$16,005
0.0% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
175
shares
|
$15,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
157
shares
|
$13,731
0.0% of portfolio
|
Q2 2023
Reduced 40.75%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
150
shares
|
$13,118
0.0% of portfolio
|
Q4 2023
Added 102.67%
|