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 250 institutions that hold shares in the stock, with a total of 7.13 Million shares, which have been reported (via 13F filing form) to have a value of $717 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
43,720
shares
|
$4.4 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
43,229
shares
|
$4.35 Million
2.34% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
40,500
shares
|
$4.07 Million
2.42% of portfolio
|
Q4 2024
Added 529.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
37,389
shares
|
$3.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
32,958
shares
|
$3.31 Million
0.01% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
30,684
shares
|
$3.09 Million
1.1% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
29,955
shares
|
$3.01 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
29,290
shares
|
$2.95 Million
0.36% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
29,213
shares
|
$2.94 Million
1.01% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
28,185
shares
|
$2.83 Million
0.62% of portfolio
|
Q4 2024
Added 40.75%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
27,444
shares
|
$2.76 Million
0.02% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
25,665
shares
|
$2.58 Million
1.9% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
24,093
shares
|
$2.42 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
22,200
shares
|
$2.23 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
19,874
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,658
shares
|
$1.68 Million
0.05% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,836
shares
|
$1.59 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
15,255
shares
|
$1.53 Million
0.84% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
14,983
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2024
Reduced 25.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
14,968
shares
|
$1.51 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
14,842
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 71.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
14,773
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
14,497
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
13,928
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
13,919
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|