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

iShares U.S. Consumer Discretionary ETF logo
$104.05 +0.20 (+0.19%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
164
Total
Institutional Inflows
(last 12 months)
$826.02M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$86.71M
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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
8/27/2025 Orion Porfolio Solutions LLC4,595$458K0.0%N/A0.027%
8/26/2025 Thrivent Financial for Lutherans23,202$2.31M0.0%+37.5%0.137%
8/19/2025 B. Riley Wealth Advisors Inc.3,264$325K0.0%N/A0.019%
8/19/2025 Advisory Services Network LLC119,013$11.90M0.2%-6.8%0.704%
8/19/2025 Anchor Investment Management LLC8,951$892K0.1%-4.9%0.053%
8/18/2025 Geneos Wealth Management Inc.4,680$466K0.0%+200.0%0.028%
8/18/2025 Front Row Advisors LLC1,390$138K0.0%-24.9%0.008%
8/15/2025 Corient Private Wealth LLC20,814$2.07M0.0%-23.5%0.123%
8/15/2025 Equitable Holdings Inc.30,551$3.04M0.0%+161.9%0.181%
8/15/2025 Captrust Financial Advisors2,429$242K0.0%-98.3%0.014%
8/15/2025 Blue Chip Partners LLC2,205$220K0.0%N/A0.013%
8/15/2025 Smartleaf Asset Management LLC18,989$1.89M0.2%+22.2%0.112%
8/15/2025 Orion Porfolio Solutions LLC4,595$458K0.0%N/A0.027%
8/15/2025 MML Investors Services LLC343,195$34.20M0.1%+35.2%2.031%
8/15/2025 EP Wealth Advisors LLC5,563$554K0.0%+3.6%0.033%
8/15/2025 Essential Planning LLC.2,160$215K0.1%-10.0%0.013%
8/15/2025 BNP Paribas Financial Markets51,400$5.12M0.0%-49.0%0.304%
8/15/2025 Bank of America Corp DE853,831$85.08M0.0%+9.1%5.052%
8/15/2025 Ameriprise Financial Inc.47,934$4.78M0.0%-1.1%0.284%
8/14/2025 Camarda Financial Advisors LLC137,272$13.68M5.4%N/A0.812%
8/14/2025 Jane Street Group LLC28,030$2.79M0.0%+71.8%0.166%
8/14/2025 Raymond James Financial Inc.229,648$22.88M0.0%+10.4%1.359%
8/14/2025 Quantinno Capital Management LP7,794$777K0.0%+23.2%0.046%
8/14/2025 Vivaldi Capital Management LP5,377$536K0.1%+7.8%0.032%
8/14/2025 Glenview Trust co3,158$315K0.0%-40.6%0.019%
8/14/2025 NewEdge Advisors LLC13,057$1.30M0.0%-5.6%0.077%
8/14/2025 Qube Research & Technologies Ltd58,146$5.79M0.0%-15.6%0.344%
8/13/2025 PGIM Custom Harvest LLC1,027,290$102.36M2.1%+5.4%6.079%
8/13/2025 Marshall Wace LLP2,594$258K0.0%N/A0.015%
8/13/2025 Baird Financial Group Inc.2,864$285K0.0%-17.8%0.017%
8/13/2025 AMJ Financial Wealth Management3,443$343K0.1%+7.4%0.020%
8/13/2025 Pinkerton Wealth LLC344,097$34.29M4.1%N/A2.036%
8/13/2025 M&T Bank Corp6,001$598K0.0%-30.9%0.036%
8/13/2025 VestGen Advisors LLC23,124$2.30M0.1%+10.6%0.137%
8/13/2025 Virtue Capital Management LLC11,688$1.17M0.2%+24.3%0.069%
8/13/2025 Northwestern Mutual Wealth Management Co.39,641$3.95M0.0%+4.3%0.235%
8/12/2025 Steward Partners Investment Advisory LLC24,482$2.44M0.0%+183.1%0.145%
8/12/2025 Global Retirement Partners LLC2,710$270K0.0%N/A0.016%
8/12/2025 Sierra Summit Advisors LLC2,235$223K0.0%N/A0.013%
8/12/2025 WealthBridge Capital Management LLC4,980$496K0.1%-14.4%0.029%
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8/12/2025 MAI Capital Management2,961$295K0.0%-15.0%0.018%
8/12/2025 JPMorgan Chase & Co.28,568$2.85M0.0%-64.0%0.169%
8/11/2025 Anfield Capital Management LLC49,789$4.96M1.6%-1.3%0.296%
8/8/2025 Cetera Investment Advisers44,848$4.47M0.0%+231.0%0.267%
8/8/2025 Creative Planning9,261$923K0.0%+4.0%0.055%
8/8/2025 Foundations Investment Advisors LLC199,897$19.92M0.3%+5.4%1.190%
8/8/2025 PNC Financial Services Group Inc.3,714$370K0.0%-4.3%0.022%
8/7/2025 Ibex Wealth Advisors8,957$892K0.1%-14.8%0.053%
8/7/2025 Fountainhead AM LLC2,193$219K0.0%-62.8%0.013%
8/7/2025 Summit X LLC4,821$480K0.1%-3.7%0.029%
8/7/2025 Midwest Trust Co3,560$355K0.0%N/A0.021%
8/7/2025 Parkside Financial Bank & Trust661$66K0.0%+535.6%0.004%
8/6/2025 Prospera Financial Services Inc127,384$12.69M0.2%-38.1%0.758%
8/6/2025 AE Wealth Management LLC49,247$4.91M0.0%+32.4%0.293%
8/6/2025 Garrison Point Advisors LLC13,870$1.38M0.6%-2.0%0.083%
8/6/2025 Atlantic Union Bankshares Corp1,660$165K0.0%N/A0.010%
8/6/2025 Stonebridge Financial Planning Group LLC26,438$2.63M1.1%-5.5%0.157%
8/6/2025 Moors & Cabot Inc.6,408$638K0.0%N/A0.038%
8/6/2025 Simmons Bank12,050$1.20M0.1%-2.0%0.072%
8/5/2025 Transatlantique Private Wealth LLC32,653$3.25M1.2%+7.1%0.194%
8/5/2025 Bank of Montreal Can10,598$1.06M0.0%+20.1%0.063%
8/5/2025 Harel Insurance Investments & Financial Services Ltd.1,593,101$158.74M1.8%+21.0%9.483%
8/4/2025 Atria Investments Inc8,765$873K0.0%-1.7%0.052%
8/4/2025 Buck Wealth Strategies LLC10,163$1.01M0.2%+52.9%0.060%
8/4/2025 Migdal Insurance & Financial Holdings Ltd.2,331$232K0.0%-11.7%0.014%
8/1/2025 Zhang Financial LLC2,734$272K0.0%N/A0.016%
8/1/2025 Advisory Alpha LLC2,187$218K0.0%N/A0.013%
8/1/2025 Envestnet Asset Management Inc.54,465$5.43M0.0%+41.3%0.324%
7/30/2025 Cookson Peirce & Co. Inc.6,146$612K0.0%-4.2%0.037%
7/30/2025 Brookstone Capital Management3,919$390K0.0%-33.6%0.023%
7/30/2025 Gimbal Financial156,124$15.56M9.6%N/A0.929%
7/30/2025 WESPAC Advisors SoCal LLC9,904$987K0.2%-65.6%0.059%
7/29/2025 Balboa Wealth Partners26,599$2.65M0.5%N/A0.158%
7/29/2025 Cottonwood Capital Advisors LLC24,815$2.47M1.7%-1.1%0.148%
7/28/2025 Patten & Patten Inc. TN7,732$770K0.0%-1.7%0.046%
7/28/2025 Chesapeake Wealth Management3,220$321K0.1%-6.1%0.019%
7/28/2025 Mutual Advisors LLC18,129$1.84M0.0%+15.8%0.108%
7/28/2025 Harbour Investments Inc.3,907$389K0.0%+594.0%0.023%
7/28/2025 Harbour Trust & Investment Management Co2,056$205K0.0%N/A0.012%
7/28/2025 Hudson Capital Management LLC2,665$266K0.1%N/A0.016%
7/25/2025 Genesee Capital Advisors LLC14,396$1.43M0.6%+65.0%0.086%
7/25/2025 SPC Financial Inc.184,343$18.37M1.5%+0.7%1.097%
7/25/2025 Muirfield Wealth Advisors LLC6,307$628K0.5%-12.1%0.038%
7/25/2025 Concurrent Investment Advisors LLC5,723$570K0.0%+29.6%0.034%
7/24/2025 Wealthstar Advisors LLC19,219$1.92M0.7%N/A0.114%
7/23/2025 Lakeshore Capital Group Inc.11,466$1.14M1.0%-9.0%0.068%
7/23/2025 Sax Wealth Advisors LLC2,124$212K0.0%N/A0.013%
7/23/2025 1 North Wealth Services LLC615$61K0.0%-34.2%0.004%
7/23/2025 Independent Solutions Wealth Management LLC2,786$278K0.1%+9.8%0.017%
7/23/2025 Prime Capital Investment Advisors LLC5,580$556K0.0%-35.3%0.033%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
7/22/2025 DAVENPORT & Co LLC14,426$1.44M0.0%+18.9%0.086%
7/21/2025 Ameritas Advisory Services LLC684$68K0.0%N/A0.004%
7/21/2025 Yeomans Consulting Group Inc.10,240$1.02M0.4%N/A0.061%
7/18/2025 USA Financial Formulas35,895$3.58M0.6%N/A0.214%
7/18/2025 Truist Financial Corp13,358$1.33M0.0%-10.0%0.080%
7/17/2025 Lee Johnson Capital Management LLC17,077$1.70M0.6%N/A0.102%
7/17/2025 Tritonpoint Wealth LLC21,301$2.12M0.2%-4.4%0.128%
7/16/2025 Advisors Management Group Inc. ADV2,912$290K0.1%+4.3%0.017%
7/16/2025 MinichMacGregor Wealth Management LLC191,409$19.07M4.1%+12.1%1.146%
7/16/2025 Southern Capital Advisors LLC41,887$4.17M2.1%+1.2%0.251%
(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, 256 institutional investors and hedge funds held shares of iShares U.S. Consumer Discretionary ETF. The most heavily invested institutionals were Harel Insurance Investments & Financial Services Ltd. ($158.74M), FIL Ltd ($115.26M), PGIM Custom Harvest LLC ($102.36M), Bank of America Corp DE ($85.08M), The Manufacturers Life Insurance Company ($71.85M), Hsbc Holdings PLC ($66.57M), and UBS Group AG ($36.32M).Learn more on iShares U.S. Consumer Discretionary ETF's institutional investors.

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

Of the 223 institutional investors that purchased iShares U.S. Consumer Discretionary ETF's 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), Harel Insurance Investments & Financial Services Ltd. ($1.59M), FIL Ltd ($1.20M), Hsbc Holdings PLC ($692.46K), Raymond James Financial Inc. ($470.17K), Pinkerton Wealth LLC ($344.10K), and MML Investors Services LLC ($286.53K).

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

Institutional investors have bought a total of 8,824,534 shares in the last 24 months. This purchase volume represents approximately $826.02M in transactions.

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

Of the 95 institutional investors that sold iShares U.S. Consumer Discretionary ETF's 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), Captrust Financial Advisors ($148.16K), Prospera Financial Services Inc ($78.26K), 1 North Wealth Services LLC ($66.73K), Brookstone Capital Management ($59.38K), JPMorgan Chase & Co. ($55.85K), and BNP Paribas Financial Markets ($50.30K).

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

Institutional investors have sold a total of 904,529 shares in the last 24 months. This volume of shares sold represents approximately $86.71M in transactions.


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This page (NYSEARCA:IYC) was last updated on 8/27/2025 by MarketBeat.com Staff
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