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 287 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
11,952
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
11,593
shares
|
$1.17 Million
0.29% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
11,518
shares
|
$1.16 Million
0.97% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
11,322
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
11,322
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
11,000
shares
|
$1.11 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
10,952
shares
|
$1.1 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
10,697
shares
|
$1.08 Million
0.22% of portfolio
|
Q4 2025
Added 8.86%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,514
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 34.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
10,477
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
10,384
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
10,366
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,334
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,292
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 66.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,069
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
9,910
shares
|
$998,630
0.15% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
9,076
shares
|
$914,588
0.01% of portfolio
|
Q4 2025
Reduced 3.54%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
8,939
shares
|
$900,783
0.09% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
8,923
shares
|
$899,170
0.24% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,798
shares
|
$886,574
0.29% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
8,587
shares
|
$865,311
0.07% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
8,370
shares
|
$843,444
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,113
shares
|
$817,547
0.01% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
7,933
shares
|
$799,408
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
7,812
shares
|
$787,215
0.02% of portfolio
|
Q3 2025
Reduced 8.79%
|
|