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

iShares U.S. Consumer Discretionary ETF logo
$97.96 +1.10 (+1.14%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$198.86M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$24.22M
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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
1/17/2025 Yeomans Consulting Group Inc.8,864$852K0.3%N/A0.074%
1/17/2025 Mutual Advisors LLC16,658$1.61M0.0%+6.7%0.139%
1/17/2025 Janney Montgomery Scott LLC6,111$588K0.0%+7.9%0.051%
1/17/2025 Global Trust Asset Management LLC1,530$147K0.1%+31.3%0.013%
1/17/2025 Advisory Alpha LLC2,105$202K0.0%N/A0.018%
1/16/2025 Tudor Financial Inc.11,351$1.09M0.6%N/A0.095%
1/16/2025 Koshinski Asset Management Inc.11,803$1.14M0.0%-19.5%0.099%
1/16/2025 Zhang Financial LLC2,210$212K0.0%N/A0.018%
1/16/2025 Stillwater Capital Advisors LLC29,290$2.82M0.3%+13.0%0.245%
1/15/2025 Sax Wealth Advisors LLC2,124$204K0.0%N/A0.018%
1/13/2025 Cadent Capital Advisors LLC43,720$4.20M1.5%N/A0.366%
1/13/2025 Brookstone Capital Management6,210$597K0.0%-89.9%0.052%
1/3/2025 First Citizens Financial Corp59,821$5.75M3.1%-3.1%0.501%
12/26/2024JPMorgan Chase & Co.62,688$5.51M0.0%+101.7%0.525%
12/13/2024B. Riley Wealth Advisors Inc.4,727$411K0.0%-16.2%0.040%
11/25/2024Sanctuary Advisors LLC17,235$1.65M0.0%+186.0%0.144%
11/22/2024Eaton Financial Holdings Company LLC30,684$2.70M1.1%N/A0.257%
11/18/2024Virtue Capital Management LLC13,155$1.16M0.2%-1.3%0.110%
11/18/2024Sunbelt Securities Inc.14,968$1.32M0.1%-3.5%0.125%
11/15/2024MML Investors Services LLC32,958$2.90M0.0%+5.4%0.276%
11/15/2024National Bank of Canada FI3,358$295K0.0%-3.1%0.028%
11/15/2024EP Wealth Advisors LLC4,188$368K0.0%+9.7%0.035%
11/15/2024Stifel Financial Corp51,488$4.53M0.0%+397.6%0.431%
11/15/2024Quantinno Capital Management LP6,393$562K0.0%+35.1%0.053%
11/15/2024HighTower Advisors LLC7,877$693K0.0%+44.2%0.066%
11/15/2024Chevy Chase Trust Holdings LLC6,924$609K0.0%+72.1%0.058%
11/14/2024Captrust Financial Advisors158,532$13.94M0.0%+17.0%1.327%
11/13/2024BNP Paribas Financial Markets51,000$4.49M0.0%N/A0.427%
11/13/2024FMR LLC10,818$951K0.0%+7.9%0.091%
11/13/2024The Manufacturers Life Insurance Company817,000$71.85M0.1%N/A6.837%
11/12/2024Optivise Advisory Services LLC13,034$1.15M0.6%N/A0.109%
11/12/2024L & S Advisors Inc6,318$556K0.1%-3.7%0.053%
11/8/2024Stonebridge Financial Planning Group LLC29,955$2.63M1.3%-1.7%0.251%
11/7/2024AMG National Trust Bank12,650$1.11M0.0%-43.5%0.106%
11/7/2024Westfuller Advisors LLC2,566$226K0.2%N/A0.021%
11/7/2024Essential Planning LLC.2,400$211K0.1%N/A0.020%
11/7/2024Thrivent Financial for Lutherans6,399$563K0.0%+68.7%0.054%
11/6/2024WESPAC Advisors SoCal LLC20,025$1.76M0.4%-23.8%0.168%
11/6/2024OneDigital Investment Advisors LLC8,175$719K0.0%N/A0.068%
11/6/2024Ferguson Wellman Capital Management Inc.60,015$5.28M0.1%-1.3%0.502%
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11/5/2024Simmons Bank12,790$1.13M0.1%-0.9%0.107%
11/5/2024GSA Capital Partners LLP4,308$379K0.0%-68.4%0.036%
11/5/2024Apollon Wealth Management LLC150,731$13.26M0.4%N/A1.261%
11/4/2024Cottonwood Capital Advisors LLC26,161$2.30M1.7%-10.4%0.219%
11/4/2024Migdal Insurance & Financial Holdings Ltd.2,520$222K0.0%+34.4%0.021%
11/1/2024Sonata 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%
10/29/2024Realta Investment Advisors480$42K0.0%-69.7%0.004%
10/28/2024Americana Partners LLC2,421$213K0.0%N/A0.020%
10/28/2024Stephens 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%
10/24/2024Southern 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%
10/22/2024Private Advisor Group LLC23,550$2.07M0.0%-17.6%0.197%
10/18/2024Ferguson Wellman Capital Management Inc.59,315$5.22M0.1%-2.4%0.496%
10/18/2024Raymond James & Associates54,028$4.75M0.0%+3.1%0.452%
10/16/2024SPC Financial Inc.5,490$483K0.0%-5.2%0.046%
10/16/2024Touchstone Capital Inc.2,321$204K0.3%N/A0.019%
10/16/2024 Stillwater Capital Advisors LLC25,918$2.28M0.3%-19.2%0.217%
10/11/2024Creative 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%
10/7/2024WealthBridge 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%
8/22/2024Cetera Investment Advisers14,656$1.19M0.0%-19.8%0.123%
8/21/2024SPC Financial Inc.5,790$471K0.0%-5.5%0.048%
8/21/2024Truist Financial Corp13,804$1.12M0.0%-13.6%0.116%
8/19/2024EP 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%
8/16/2024Sunbelt Securities Inc.15,512$1.26M0.1%-5.5%0.130%
8/16/2024Northwestern Mutual Wealth Management Co.38,285$3.11M0.0%-11.2%0.320%
8/16/2024NewEdge Advisors LLC33,445$2.72M0.0%-2.4%0.280%
8/16/2024Creative Planning8,203$667K0.0%+1.6%0.069%
8/14/2024Marshall Wace LLP2,842$231K0.0%N/A0.024%
8/14/2024Bank of Montreal Can12,773$1.05M0.0%-3.8%0.107%
8/13/2024Transatlantique Private Wealth LLC25,298$2.06M0.8%-2.7%0.212%
8/13/2024 Chesapeake Wealth Management4,182$340K0.1%-15.9%0.035%
8/13/2024AE Wealth Management LLC77,604$6.31M0.1%-3.9%0.649%
8/12/2024Blair William & Co. IL6,439$523K0.0%+38.8%0.054%
8/12/2024Mercer Global Advisors Inc. ADV4,280$348K0.0%-20.7%0.036%
8/9/2024Renaissance Technologies LLC9,600$780K0.0%-11.9%0.080%
8/9/2024Citizens Financial Group Inc. RI4,909$399K0.0%N/A0.041%
8/8/2024Stonebridge Financial Planning Group LLC30,478$2.48M1.2%-4.1%0.255%
8/7/2024AMJ Financial Wealth Management4,572$372K0.1%-4.3%0.038%
8/7/2024Ashton Thomas Private Wealth LLC449$36K0.0%N/A0.004%
8/5/2024Private Advisor Group LLC28,564$2.32M0.0%+8.8%0.239%
8/5/2024Farmers & Merchants Investments Inc.864$70K0.0%-31.6%0.007%
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong (Ad)

Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is not buying it.

Click here to watch this demo and decide for yourself.
8/5/2024Denver PWM LLC1,382$112K0.0%N/A0.012%
8/1/2024Laidlaw Wealth Management LLC7,341$597K0.3%+2.3%0.061%
8/1/2024Financial Counselors Inc.4,010$326K0.0%+26.9%0.034%
7/31/2024Bray 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%
7/26/2024Cambridge Investment Research Advisors Inc.13,775$1.12M0.0%-74.9%0.115%
7/26/2024Bank of New York Mellon Corp4,682$381K0.0%N/A0.039%
7/25/2024AMG National Trust Bank22,400$1.82M0.0%+77.8%0.187%
7/25/2024Southern Capital Advisors LLC41,054$3.34M2.1%+3.8%0.344%
(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, 199 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 166 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 4,716,591 shares in the last 24 months. This purchase volume represents approximately $350.50M 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), Brookstone Capital Management ($60.07K), Cambridge Investment Research Advisors Inc. ($53.74K), Raymond James & Associates ($53.49K), and Legacy Capital Wealth Partners LLC ($49.64K).

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

Institutional investors have sold a total of 897,749 shares in the last 24 months. This volume of shares sold represents approximately $63.44M in transactions.



This page (NYSEARCA:IYC) was last updated on 1/21/2025 by MarketBeat.com Staff
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