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iShares U.S. Consumer Discretionary ETF (IYC) Institutional Ownership

iShares U.S. Consumer Discretionary ETF logo
$93.93 -0.10 (-0.11%)
(As of 10:17 AM ET)

Institutional Ownership Changes (13F Filings) for iShares U.S. Consumer Discretionary ETF (NYSEARCA:IYC)

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$187.47M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$22.17M
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IYC Institutional Buying and Selling by Quarter

iShares U.S. Consumer Discretionary ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Virtue Capital Management LLC13,155$1.16M0.2%-1.3%0.110%
11/18/2024 Sunbelt Securities Inc.14,968$1.32M0.1%-3.5%0.125%
11/15/2024 MML Investors Services LLC32,958$2.90M0.0%+5.4%0.276%
11/15/2024 National Bank of Canada FI3,358$295K0.0%-3.1%0.028%
11/15/2024 EP Wealth Advisors LLC4,188$368K0.0%+9.7%0.035%
11/15/2024 Stifel Financial Corp51,488$4.53M0.0%+397.6%0.431%
11/15/2024 Quantinno Capital Management LP6,393$562K0.0%+35.1%0.053%
11/15/2024 HighTower Advisors LLC7,877$693K0.0%+44.2%0.066%
11/15/2024 Chevy Chase Trust Holdings LLC6,924$609K0.0%+72.1%0.058%
11/14/2024 Captrust Financial Advisors158,532$13.94M0.0%+17.0%1.327%
11/13/2024 BNP Paribas Financial Markets51,000$4.49M0.0%N/A0.427%
11/13/2024 FMR LLC10,818$951K0.0%+7.9%0.091%
11/13/2024 The Manufacturers Life Insurance Company 817,000$71.85M0.1%N/A6.837%
11/12/2024 Optivise Advisory Services LLC13,034$1.15M0.6%N/A0.109%
11/12/2024 L & S Advisors Inc6,318$556K0.1%-3.7%0.053%
11/8/2024 Stonebridge Financial Planning Group LLC29,955$2.63M1.3%-1.7%0.251%
11/7/2024 AMG National Trust Bank12,650$1.11M0.0%-43.5%0.106%
11/7/2024 Westfuller Advisors LLC2,566$226K0.2%N/A0.021%
11/7/2024 Essential Planning LLC.2,400$211K0.1%N/A0.020%
11/7/2024 Thrivent Financial for Lutherans6,399$563K0.0%+68.7%0.054%
11/6/2024 WESPAC Advisors SoCal LLC20,025$1.76M0.4%-23.8%0.168%
11/6/2024 OneDigital Investment Advisors LLC8,175$719K0.0%N/A0.068%
11/6/2024 Ferguson Wellman Capital Management Inc.60,015$5.28M0.1%-1.3%0.502%
11/5/2024 Simmons Bank12,790$1.13M0.1%-0.9%0.107%
11/5/2024 GSA Capital Partners LLP4,308$379K0.0%-68.4%0.036%
11/5/2024 Apollon Wealth Management LLC150,731$13.26M0.4%N/A1.261%
11/4/2024 Cottonwood Capital Advisors LLC26,161$2.30M1.7%-10.4%0.219%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.2,520$222K0.0%+34.4%0.021%
11/1/2024 Sonata Capital Group Inc.6,596$580K0.2%-13.2%0.055%
10/31/2024 Advisors Management Group Inc. ADV2,931$258K0.1%+5.0%0.025%
10/29/2024 Whitener Capital Management Inc.11,808$1.04M0.3%-2.6%0.099%
10/29/2024 Realta Investment Advisors480$42K0.0%-69.7%0.004%
10/28/2024 Americana Partners LLC2,421$213K0.0%N/A0.020%
10/28/2024 Stephens Inc. AR2,868$252K0.0%N/A0.024%
10/25/2024 Mutual Advisors LLC15,613$1.38M0.0%-15.6%0.131%
10/25/2024 Diversify Advisory Services LLC3,870$339K0.0%N/A0.032%
10/24/2024 Southern Capital Advisors LLC41,957$3.69M2.1%+2.2%0.351%
10/23/2024 Global Trust Asset Management LLC1,165$102K0.0%+219.2%0.010%
10/22/2024 Private Advisor Group LLC23,550$2.07M0.0%-17.6%0.197%
10/18/2024 Ferguson Wellman Capital Management Inc.59,315$5.22M0.1%-2.4%0.496%
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10/18/2024Raymond James & Associates54,028$4.75M0.0%+3.1%0.452%
10/16/2024 SPC Financial Inc.5,490$483K0.0%-5.2%0.046%
10/16/2024 Touchstone Capital Inc.2,321$204K0.3%N/A0.019%
10/16/2024 Stillwater Capital Advisors LLC25,918$2.28M0.3%-19.2%0.217%
10/11/2024 Creative Planning8,655$761K0.0%+5.5%0.072%
10/10/2024 Koshinski Asset Management Inc.14,671$1.29M0.1%+130.0%0.123%
10/8/2024 Brookstone Capital Management61,479$5.41M0.1%-3.3%0.514%
10/7/2024 WealthBridge Capital Management LLC6,296$554K0.2%-7.4%0.053%
10/3/2024 First Citizens Financial Corp61,709$5.43M2.9%+1.5%0.516%
9/5/2024Sanctuary Advisors LLC6,027$472K0.0%N/A0.050%
8/22/2024 Cetera Investment Advisers14,656$1.19M0.0%-19.8%0.123%
8/21/2024 SPC Financial Inc.5,790$471K0.0%-5.5%0.048%
8/21/2024 Truist Financial Corp13,804$1.12M0.0%-13.6%0.116%
8/19/2024 EP Wealth Advisors LLC3,817$310K0.0%-12.0%0.032%
8/19/2024B. Riley Wealth Advisors Inc.5,641$458K0.0%-4.0%0.047%
8/16/2024 Sunbelt Securities Inc.15,512$1.26M0.1%-5.5%0.130%
8/16/2024 Northwestern Mutual Wealth Management Co.38,285$3.11M0.0%-11.2%0.320%
8/16/2024 NewEdge Advisors LLC33,445$2.72M0.0%-2.4%0.280%
8/16/2024 Creative Planning8,203$667K0.0%+1.6%0.069%
8/14/2024 Marshall Wace LLP2,842$231K0.0%N/A0.024%
8/14/2024 Bank of Montreal Can12,773$1.05M0.0%-3.8%0.107%
8/13/2024 Transatlantique Private Wealth LLC25,298$2.06M0.8%-2.7%0.212%
8/13/2024 Chesapeake Wealth Management4,182$340K0.1%-15.9%0.035%
8/13/2024 AE Wealth Management LLC77,604$6.31M0.1%-3.9%0.649%
8/12/2024 Blair William & Co. IL6,439$523K0.0%+38.8%0.054%
8/12/2024 Mercer Global Advisors Inc. ADV4,280$348K0.0%-20.7%0.036%
8/9/2024 Renaissance Technologies LLC9,600$780K0.0%-11.9%0.080%
8/9/2024 Citizens Financial Group Inc. RI4,909$399K0.0%N/A0.041%
8/8/2024 Stonebridge Financial Planning Group LLC30,478$2.48M1.2%-4.1%0.255%
8/7/2024 AMJ Financial Wealth Management4,572$372K0.1%-4.3%0.038%
8/7/2024 Ashton Thomas Private Wealth LLC449$36K0.0%N/A0.004%
8/5/2024 Private Advisor Group LLC28,564$2.32M0.0%+8.8%0.239%
8/5/2024 Farmers & Merchants Investments Inc.864$70K0.0%-31.6%0.007%
8/5/2024 Denver PWM LLC1,382$112K0.0%N/A0.012%
8/1/2024 Laidlaw Wealth Management LLC7,341$597K0.3%+2.3%0.061%
8/1/2024 Financial Counselors Inc.4,010$326K0.0%+26.9%0.034%
7/31/2024 Bray Capital Advisors500$41K0.0%+66.7%0.004%
7/31/2024Commonwealth Equity Services LLC90,769$7.38M0.0%-1.8%0.760%
7/30/2024 International Assets Investment Management LLC500$41K0.0%N/A0.004%
7/26/2024 Cambridge Investment Research Advisors Inc.13,775$1.12M0.0%-74.9%0.115%
7/26/2024 Bank of New York Mellon Corp4,682$381K0.0%N/A0.039%
7/25/2024 AMG National Trust Bank22,400$1.82M0.0%+77.8%0.187%
7/25/2024 Southern Capital Advisors LLC41,054$3.34M2.1%+3.8%0.344%
7/24/2024Family Firm Inc.1,972$160K0.0%N/A0.017%
7/23/2024 WESPAC Advisors SoCal LLC26,281$2.14M0.5%+8.8%0.220%
7/22/2024 Chevy Chase Trust Holdings LLC4,024$327K0.0%-41.9%0.034%
7/20/2024Raymond James Financial Services Advisors Inc.144,710$11.76M0.0%-20.6%1.211%
7/19/2024Raymond James & Associates52,421$4.26M0.0%-10.3%0.439%
7/18/2024 Brookstone Capital Management63,600$5.32M0.1%-4.0%0.532%
7/17/2024 Cottonwood Capital Advisors LLC29,189$2.43M1.9%-2.9%0.244%
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7/16/2024 Ferguson Wellman Capital Management Inc.60,775$4.94M0.1%-0.4%0.509%
7/16/2024 Wealth Enhancement Advisory Services LLC3,283$267K0.0%-10.8%0.027%
7/13/2024 Retirement Planning Group LLC11,291$918K0.1%+3.8%0.094%
7/12/2024Capital Investment Advisors LLC9,427$766K0.0%+2.2%0.079%
7/11/2024 Global Trust Asset Management LLC365$30K0.0%N/A0.003%
7/11/2024 Stillwater Capital Advisors LLC32,096$2.61M0.4%-1.6%0.269%
7/11/2024 CX Institutional2,981$242K0.0%N/A0.025%
7/10/2024 CWM LLC6,683$543K0.0%+2.5%0.056%
5/31/2024 First Citizens Financial Corp61,217$5.02M3.0%+1.5%0.512%
5/24/2024Cetera Advisors LLC7,859$644K0.0%N/A0.066%
(Data available from 1/1/2016 forward)

IYC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYC shares?

During the previous two years, 193 institutional investors and hedge funds held shares of iShares U.S. Consumer Discretionary ETF. The most heavily invested institutionals were The Manufacturers Life Insurance Company ($71.85M), Bank of America Corp DE ($43.12M), UBS Group AG ($36.32M), Wells Fargo & Company MN ($21.92M), 1832 Asset Management L.P. ($14.45M), PGIM Custom Harvest LLC ($14.43M), and M&T Bank Corp ($14.30M).Learn more on IYC's institutional investors.

Which institutional investors have been buying iShares U.S. Consumer Discretionary ETF stock?

Of the 161 institutional investors that purchased iShares U.S. Consumer Discretionary ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: The Manufacturers Life Insurance Company ($1.77M), M&T Bank Corp ($254.71K), 1832 Asset Management L.P. ($189.19K), Bank of America Corp DE ($176.27K), Apollon Wealth Management LLC ($150.73K), International Assets Investment Management LLC ($127.79K), and Pinkerton Retirement Specialists LLC ($101.67K).

How much institutional buying is happening at iShares U.S. Consumer Discretionary ETF?

Institutional investors have bought a total of 4,593,341 shares in the last 24 months. This purchase volume represents approximately $338.25M in transactions.

Which iShares U.S. Consumer Discretionary ETF major shareholders have been selling company stock?

Of the 83 institutional investors that sold iShares U.S. Consumer Discretionary ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($178.91K), Quattro Financial Advisors LLC ($87.04K), Raymond James Financial Services Advisors Inc. ($61.02K), Cambridge Investment Research Advisors Inc. ($53.74K), Raymond James & Associates ($53.49K), Legacy Capital Wealth Partners LLC ($49.64K), and Barclays PLC ($27.30K).

How much institutional selling is happening at iShares U.S. Consumer Discretionary ETF?

Institutional investors have sold a total of 838,796 shares in the last 24 months. This volume of shares sold represents approximately $57.70M in transactions.



This page (NYSEARCA:IYC) was last updated on 11/21/2024 by MarketBeat.com Staff
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