Purchases and Sales Made in Q4 2025 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES U.S. CONSUMER DISCRETI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
8.89K+ 14.3% |
$896K - $932K
|
71.1K
$7.17M
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
2.42KNew |
$244K - $253K
|
2.42K
$244K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.31K+ 4.65% |
$233K - $242K
|
52K
$5.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.08K+ 8.37% |
$209K - $218K
|
26.9K
$2.71M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.98K+ 51.75% |
$199K - $207K
|
5.8K
$584K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.4K+ 2808.0% |
$141K - $147K
|
1.45K
$147K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.24KNew |
$125K - $130K
|
1.24K
$125K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
871+ 8.86% |
$87.8K - $91.3K
|
10.7K
$1.08M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
645+ 8.26% |
$65K - $67.6K
|
8.46K
$852K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
596+ 20.14% |
$60.1K - $62.5K
|
3.56K
$358K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
274+ 1.47% |
$27.6K - $28.7K
|
18.9K
$1.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
244+ 7.79% |
$24.6K - $25.6K
|
3.38K
$340K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
149+ 0.26% |
$15K - $15.6K
|
57.1K
$5.76M
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
145+ 1.25% |
$14.6K - $15.2K
|
11.7K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
100New |
$10.1K - $10.5K
|
100
$10.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
7+ 0.02% |
$705 - $734
|
32.4K
$3.27M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.06% |
$302 - $314
|
5.45K
$549K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$202 - $210
|
3.27K
$329K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.08% |
$202 - $210
|
2.52K
$254K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.1% |
$101 - $105
|
992
$100K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.2% |
$101 - $105
|
498
$50.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9- 0.71% |
$907 - $943
|
1.25K
$126K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-23- 25.56% |
$2.32K - $2.41K
|
67
$6.75K
|
|
|
Jan 21, 2026
Q4 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-37- 21.51% |
$3.73K - $3.88K
|
135
$13.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-86- 0.33% |
$8.67K - $9.01K
|
26.3K
$2.65M
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-131- 1.14% |
$13.2K - $13.7K
|
11.4K
$1.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-136- 33.83% |
$13.7K - $14.3K
|
266
$26.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-237- 9.2% |
$23.9K - $24.8K
|
2.34K
$236K
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
SELL
|
- |
-259- 6.11% |
$26.1K - $27.1K
|
3.98K
$401K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-321- 2.19% |
$32.3K - $33.6K
|
14.3K
$1.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-333- 3.54% |
$33.6K - $34.9K
|
9.08K
$915K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-458- 3.1% |
$46.2K - $48K
|
14.3K
$1.44M
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-557- 13.87% |
$56.1K - $58.4K
|
3.46K
$349K
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-858- 4.97% |
$86.5K - $89.9K
|
16.4K
$1.65M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-952- 1.87% |
$95.9K - $99.8K
|
49.9K
$5.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-981- 4.61% |
$98.9K - $103K
|
20.3K
$2.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.8K- 94.75% |
$1.29M - $1.34M
|
707
$71.2K
|
|