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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
5,388
shares
|
$542,948
0.08% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
5,300
shares
|
$534,081
0.03% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
5,285
shares
|
$532,569
0.0% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,224
shares
|
$526,422
0.01% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,168
shares
|
$520,779
0.01% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
4,932
shares
|
$496,997
0.01% of portfolio
|
Q2 2023
Reduced 22.11%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
4,927
shares
|
$496,493
0.0% of portfolio
|
Q3 2025
Added 89.94%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
4,909
shares
|
$494,679
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
4,873
shares
|
$491,052
0.04% of portfolio
|
Q3 2025
Added 28.37%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
4,854
shares
|
$489,137
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,832
shares
|
$486,920
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
4,829
shares
|
$486,618
0.02% of portfolio
|
Q3 2025
Added 86.66%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
4,791
shares
|
$482,789
0.15% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
4,700
shares
|
$473,619
0.0% of portfolio
|
Q3 2025
Added 80.77%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,440
shares
|
$447,418
0.01% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,340
shares
|
$437,341
0.12% of portfolio
|
Q3 2021
Reduced 4.82%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4,309
shares
|
$434,217
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,260
shares
|
$429,280
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
4,237
shares
|
$426,962
0.24% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
4,200
shares
|
$423,234
0.77% of portfolio
|
Q4 2021
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,193
shares
|
$422,528
0.02% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,158
shares
|
$419,001
0.0% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
4,017
shares
|
$404,793
0.1% of portfolio
|
Q3 2025
Reduced 19.34%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
4,000
shares
|
$403,080
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
4,000
shares
|
$403,080
0.05% of portfolio
|
Q2 2021
Reduced 50.0%
|
|