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

iShares U.S. Consumer Discretionary ETF logo
$86.53 +1.39 (+1.63%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Consumer Discretionary ETF (NYSEARCA:IYC)

Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$519.38M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$43.28M
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IYC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2025Cottonwood Capital Advisors LLC25,084$2.22M1.6%-2.3%0.174%
4/23/2025Tyche Wealth Partners LLC2,320$205K0.0%+10.5%0.016%
4/23/2025Golden State Wealth Management LLC286$25K0.0%+100.0%0.002%
4/23/2025Independent Solutions Wealth Management LLC2,538$224K0.1%N/A0.018%
4/23/2025Southern Capital Advisors LLC41,408$3.66M2.0%-4.2%0.288%
4/22/2025 Cambridge Investment Research Advisors Inc.64,565$5.70M0.0%+101.2%0.448%
4/22/2025 Genesee Capital Advisors LLC8,723$771K0.4%+210.1%0.061%
4/22/2025 MinichMacGregor Wealth Management LLC170,734$15.08M3.4%N/A1.186%
4/22/2025 Buck Wealth Strategies LLC6,646$587K0.1%N/A0.046%
4/21/2025 Cadent Capital Advisors LLC48,650$4.30M1.5%+11.3%0.338%
4/18/2025 Global Trust Asset Management LLC490$43K0.0%-68.0%0.003%
4/17/2025 Janney Montgomery Scott LLC5,699$503K0.0%-6.7%0.040%
4/17/2025 Stillwater Capital Advisors LLC27,727$2.45M0.3%-5.3%0.193%
4/17/2025 Sound Income Strategies LLC363$32K0.0%N/A0.003%
4/16/2025 Wealth Enhancement Advisory Services LLC3,041$269K0.0%-29.0%0.021%
4/16/2025 Tudor Financial Inc.11,195$989K0.6%-1.4%0.078%
4/16/2025 Ferguson Wellman Capital Management Inc.58,654$5.18M0.1%-2.8%0.407%
4/15/2025 Ibex Wealth Advisors10,512$929K0.1%-56.4%0.073%
4/14/2025 Muirfield Wealth Advisors LLC7,179$634K0.5%N/A0.050%
4/14/2025 Farther Finance Advisors LLC2,240$199K0.0%+3,696.6%0.016%
4/10/2025 Lakeshore Capital Group Inc.12,606$1.11M1.1%N/A0.083%
4/7/2025 AdvisorNet Financial Inc12,514$1.11M0.1%N/A0.083%
4/3/2025 First Citizens Financial Corp59,663$5.27M3.0%-0.3%0.394%
3/17/2025 Wealth Enhancement Advisory Services LLC4,285$412K0.0%+30.4%0.026%
2/26/2025Virtue Capital Management LLC11,048$1.06M0.2%-16.0%0.066%
2/25/2025B. Riley Wealth Advisors Inc.5,101$490K0.0%+7.9%0.031%
2/18/2025Sunbelt Securities Inc.15,589$1.51M0.1%+4.1%0.130%
2/18/2025Stonebridge Financial Planning Group LLC28,961$2.78M1.2%-3.3%0.242%
2/18/2025Pinkerton Retirement Specialists LLC120,291$11.57M1.7%N/A1.007%
2/17/2025Strategic Wealth Partners Ltd.4,177$422K0.0%N/A0.035%
2/17/2025Royal Bank of Canada205,995$19.80M0.0%+17.2%1.724%
2/17/2025EP Wealth Advisors LLC5,369$516K0.0%+28.2%0.045%
2/17/2025CoreCap Advisors LLC37,173$3.57M0.2%+561.6%0.311%
2/17/2025Cresset Asset Management LLC3,584$345K0.0%N/A0.030%
2/17/2025Captrust Financial Advisors154,120$14.82M0.0%-2.8%1.290%
2/17/2025Bank of America Corp DE677,129$65.10M0.0%-4.4%5.666%
2/17/2025BNP Paribas Financial Markets50,000$4.81M0.0%-2.0%0.418%
2/17/2025Ameriprise Financial Inc.38,593$3.71M0.0%+94.2%0.323%
2/14/2025Mercer Global Advisors Inc. ADV2,337$225K0.0%-46.3%0.020%
2/14/2025Jane Street Group LLC3,271$314K0.0%N/A0.027%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/14/2025Lido Advisors LLC2,312$222K0.0%N/A0.019%
2/14/2025Hsbc Holdings PLC692,460$66.57M0.0%N/A5.795%
2/14/2025J. Safra Sarasin Holding AG6,580$633K0.0%N/A0.055%
2/14/2025Stifel Financial Corp78,678$7.56M0.0%+52.8%0.658%
2/14/2025OneDigital Investment Advisors LLC3,450$332K0.0%-57.8%0.029%
2/14/2025Transatlantique Private Wealth LLC32,152$3.09M1.2%+10.1%0.269%
2/14/2025MML Investors Services LLC228,527$21.97M0.1%+593.4%1.912%
2/13/2025United Capital Financial Advisors LLC53,813$5.17M0.0%-1.6%0.450%
2/13/2025Anchor Investment Management LLC9,416$905K0.1%-2.2%0.079%
2/13/2025Mariner LLC12,647$1.22M0.0%+6.8%0.106%
2/13/2025Townsquare Capital LLC99,782$9.59M0.1%N/A0.835%
2/13/2025Raymond James Financial Inc.224,269$21.56M0.0%N/A1.877%
2/13/2025Advisory Services Network LLC117,376$11.29M0.2%+1,937.1%0.982%
2/13/2025FIL Ltd1,198,865$115.26M0.1%N/A10.032%
2/13/2025Bank of Montreal Can8,952$861K0.0%-4.6%0.075%
2/13/2025Sierra Summit Advisors LLC2,235$215K0.0%N/A0.019%
2/13/2025Garrison Point Advisors LLC15,135$1.46M0.7%-0.8%0.127%
2/13/2025Envestnet Asset Management Inc.34,012$3.27M0.0%+313.3%0.285%
2/13/2025Wells Fargo & Company MN284,697$27.37M0.0%+2.3%2.382%
2/12/2025Allstate Corp3,200$308K0.0%-57.9%0.027%
2/12/2025Blair William & Co. IL5,584$537K0.0%+2.6%0.047%
2/12/2025JPMorgan Chase & Co.57,634$5.54M0.0%-8.1%0.482%
2/12/2025Financial Counselors Inc.3,560$342K0.0%-11.2%0.030%
2/11/2025LPL Financial LLC167,941$16.15M0.0%+26.2%1.405%
2/11/2025Samalin Investment Counsel LLC3,809$366K0.2%-5.7%0.032%
2/11/2025One Charles Private Wealth Services LLC5,362$516K0.2%+10.0%0.045%
2/10/2025Thrivent Financial for Lutherans6,614$631K0.0%+3.4%0.055%
2/10/2025Eaton Financial Holdings Company LLC30,353$2.92M1.1%-1.1%0.254%
2/10/2025Glenview Trust co16,417$1.58M0.0%N/A0.137%
2/10/2025Patten & Patten Inc. TN8,027$772K0.1%-2.4%0.067%
2/10/2025Harbour Investments Inc.725$70K0.0%+316.7%0.006%
2/10/2025Corient Private Wealth LLC13,096$1.26M0.0%-9.7%0.110%
2/10/2025Greykasell Wealth Strategies Inc.2,896$278K0.2%N/A0.024%
2/10/2025Commonwealth Equity Services LLC67,726$6.51M0.0%+3.4%0.567%
2/10/2025Balboa Wealth Partners23,551$2.26M0.5%N/A0.197%
2/10/2025Essential Planning LLC.4,800$442K0.0%+100.0%0.040%
2/10/2025Great Lakes Advisors LLC13,332$1.28M0.0%-4.2%0.112%
2/7/2025Summit X LLC5,832$561K0.1%-3.1%0.049%
2/7/2025HighTower Advisors LLC5,993$576K0.0%-23.9%0.050%
2/7/2025Argentarii LLC2,400$231K0.1%N/A0.020%
2/7/2025AMG National Trust Bank12,502$1.21M0.0%-1.2%0.105%
2/6/2025Raymond James Financial Inc.224,269$21.56M0.0%N/A1.877%
2/6/2025SPC Financial Inc.178,544$17.17M1.5%+3,152.2%1.494%
2/6/2025Symphony Financial Services Inc.2,321$223K0.2%N/A0.019%
2/6/2025Atria Investments Inc2,230$214K0.0%N/A0.019%
2/6/2025Cookson Peirce & Co. Inc.6,669$641K0.0%+98.7%0.056%
2/6/2025AMJ Financial Wealth Management4,642$446K0.1%-2.3%0.039%
2/6/2025Steward Partners Investment Advisory LLC15,103$1.45M0.0%+2.2%0.126%
2/6/2025Jones Financial Companies Lllp7,110$684K0.0%+97.5%0.059%
2/5/2025Norden Group LLC99,046$9.52M1.1%N/A0.829%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/5/2025Smartleaf Asset Management LLC16,528$1.60M0.2%+10.3%0.138%
2/5/2025Private Trust Co. NA434$42K0.0%+31.5%0.004%
2/5/2025Simmons Bank12,290$1.18M0.1%-3.9%0.103%
2/4/2025TruNorth Capital Management LLC330$32K0.4%N/A0.003%
2/4/2025Bank of New York Mellon Corp8,483$816K0.0%+54.1%0.071%
2/4/2025IFP Advisors Inc2,082$200K0.0%+313.1%0.017%
2/4/2025WESPAC Advisors LLC7,792$749K0.6%N/A0.065%
2/3/2025Navellier & Associates Inc.6,131$589K0.1%N/A0.051%
2/3/2025RPS Advisory Solutions LLC40,500$3.89M2.4%+529.8%0.339%
2/3/2025Private Advisor Group LLC27,444$2.64M0.0%+16.5%0.230%
(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, 232 institutional investors and hedge funds held shares of iShares U.S. Consumer Discretionary ETF. The most heavily invested institutionals were FIL Ltd ($115.26M), The Manufacturers Life Insurance Company ($71.85M), Hsbc Holdings PLC ($66.57M), Bank of America Corp DE ($65.10M), UBS Group AG ($36.32M), Wells Fargo & Company MN ($27.37M), and MML Investors Services LLC ($21.97M).Learn more on IYC's institutional investors.

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

Of the 201 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), FIL Ltd ($1.20M), Hsbc Holdings PLC ($692.46K), Raymond James Financial Inc. ($448.54K), Pinkerton Retirement Specialists LLC ($221.96K), MML Investors Services LLC ($197.27K), and 1832 Asset Management L.P. ($189.19K).

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

Institutional investors have bought a total of 8,030,476 shares in the last 24 months. This purchase volume represents approximately $692.01M in transactions.

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

Of the 98 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: Apollon Wealth Management LLC ($148.49K), Quattro Financial Advisors LLC ($87.04K), Brookstone Capital Management ($60.07K), Raymond James Financial Services Advisors Inc. ($56.62K), Cambridge Investment Research Advisors Inc. ($50.30K), Legacy Capital Wealth Partners LLC ($49.64K), and Raymond James & Associates ($45.50K).

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

Institutional investors have sold a total of 913,476 shares in the last 24 months. This volume of shares sold represents approximately $73.56M in transactions.


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This page (NYSEARCA:IYC) was last updated on 4/23/2025 by MarketBeat.com Staff
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