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

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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)
101
Total
Institutional Inflows
(last 12 months)
$189.84M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$21.74M
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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
5/14/2024 EP Wealth Advisors LLC4,339$356K0.0%-5.0%0.036%
5/11/2024 Patten & Patten Inc. TN8,397$688K0.0%+8.9%0.066%
5/10/2024 Pinkerton Retirement Specialists LLC82,451$6.76M1.1%+27.9%0.647%
5/10/2024 Garrison Point Advisors LLC15,300$1.25M0.8%+1.4%0.120%
5/10/2024 Horizon Family Wealth Inc.6,556$537K0.4%+25.4%0.051%
5/9/2024 Koshinski Asset Management Inc.16,004$1.31M0.1%N/A0.126%
5/8/2024 AMJ Financial Wealth Management4,775$391K0.1%N/A0.037%
5/7/2024 Concurrent Investment Advisors LLC59,279$4.86M0.2%+2.5%0.465%
5/3/2024 Southern Capital Advisors LLC39,549$3.24M2.0%+3.0%0.310%
5/3/2024 Chevy Chase Trust Holdings LLC6,924$568K0.0%N/A0.054%
5/3/2024 GSA Capital Partners LLP14,351$1.18M0.1%+10.5%0.113%
5/2/2024 Mutual Advisors LLC18,102$1.48M0.0%-1.0%0.142%
5/2/2024 Moloney Securities Asset Management LLC49,175$4.03M0.6%N/A0.386%
5/1/2024 Janney Montgomery Scott LLC5,945$487K0.0%-3.9%0.047%
4/30/2024 Private Advisor Group LLC26,248$2.15M0.0%+152.5%0.206%
4/30/2024 Norden Group LLC79,383$6.51M0.5%N/A0.623%
4/30/2024 WealthBridge Capital Management LLC7,796$639K0.2%-8.4%0.061%
4/29/2024Commonwealth Equity Services LLC92,446$7.58M0.0%+4.2%0.725%
4/27/2024 Kellett Wealth Advisors LLC65,878$5.40M3.7%+20.4%0.517%
4/26/2024 Advisors Management Group Inc. ADV2,791$229K0.1%-4.9%0.022%
4/26/2024 Cottonwood Capital Advisors LLC30,053$2.34M1.8%-2.2%0.236%
4/26/2024 Clear Creek Financial Management LLC11,469$940K0.1%+22.5%0.090%
4/26/2024 Tritonpoint Wealth LLC21,971$1.80M0.2%+4.0%0.172%
4/25/2024 Cambridge Investment Research Advisors Inc.54,827$4.49M0.0%+27.6%0.437%
4/24/2024 Patton Albertson Miller Group LLC13,148$1.08M0.2%-8.1%0.105%
4/23/2024 Raymond James Financial Services Advisors Inc.182,314$14.94M0.0%+31.8%1.453%
4/22/2024 Outlook Wealth Advisors LLC9,845$807K0.2%N/A0.078%
4/22/2024 Raymond James & Associates58,420$4.79M0.0%+9.0%0.465%
4/18/2024 WESPAC Advisors SoCal LLC24,156$1.98M0.5%-6.0%0.192%
4/15/2024 Brookstone Capital Management66,278$5.43M0.1%+63.8%0.528%
4/15/2024 Sunbelt Securities Inc.16,420$1.35M0.2%+10.0%0.131%
4/12/2024 Pacifica Partners Inc.327$27K0.0%N/A0.003%
4/10/2024 LexAurum Advisors LLC2,905$238K0.1%-5.5%0.023%
4/9/2024 Ferguson Wellman Capital Management Inc.61,045$5.00M0.1%-8.2%0.505%
4/8/2024 Atlas Brown Inc.2,497$205K0.1%N/A0.021%
3/22/2024 PNC Financial Services Group Inc.4,079$309K0.0%+10.3%0.034%
3/22/2024 Cooksen Wealth LLC341$26K0.0%N/A0.003%
3/14/2024 Ables Iannone Moore & Associates Inc.545$41K0.0%N/A0.005%
2/28/2024 EP Wealth Advisors LLC4,568$346K0.0%+4.2%0.038%
2/23/2024 Chicago Partners Investment Group LLC2,985$223K0.0%N/A0.025%
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2/14/2024 Connectus Wealth LLC59,506$4.51M0.1%N/A0.492%
2/13/2024 1832 Asset Management L.P.190,700$14.45M0.0%+12,554.3%1.576%
2/13/2024 Holderness Investments Co.2,725$206K0.1%N/A0.023%
2/13/2024 CWA Asset Management Group LLC17,696$1.34M0.1%N/A0.146%
2/12/2024Laidlaw Wealth Management LLC7,173$543K0.2%+3.2%0.059%
2/12/2024Focus Financial Network Inc. ADV2,732$207K0.0%N/A0.023%
2/12/2024Steward Partners Investment Advisory LLC15,510$1.18M0.0%-40.3%0.128%
2/9/2024 Advisory Services Network LLC12,185$923K0.0%-47.5%0.101%
2/9/2024 Cambridge Investment Research Advisors Inc.42,964$3.26M0.0%+276.1%0.355%
2/9/2024 Balboa Wealth Partners17,455$1.32M0.4%N/A0.144%
2/9/2024Nemes Rush Group LLC593$45K0.0%N/A0.005%
2/9/2024 Corient Private Wealth LLC12,971$983K0.0%+24.2%0.107%
2/9/2024 Wells Fargo & Company MN289,342$21.92M0.0%+2.1%2.391%
2/9/2024 UBS Group AG479,312$36.32M0.0%+8.0%3.961%
2/9/2024 PNC Financial Services Group Inc.4,079$309K0.0%+10.3%0.034%
2/8/2024 Summit X LLC6,535$493K0.1%-3.0%0.054%
2/8/2024 Great Lakes Advisors LLC14,046$1.06M0.0%-2.9%0.116%
2/8/2024 Atlantic Edge Private Wealth Management LLC580$44K0.0%N/A0.005%
2/8/2024 First Heartland Consultants Inc.14,733$1.12M0.1%-41.3%0.122%
2/8/2024 Navellier & Associates Inc.6,038$457K0.1%N/A0.050%
2/8/2024 Meridian Wealth Management LLC6,591$499K0.0%-50.0%0.054%
2/7/2024 Envestnet Portfolio Solutions Inc.3,313$251K0.0%N/A0.027%
2/7/2024 Sonata Capital Group Inc.7,596$576K0.3%-16.5%0.063%
2/7/2024 Principal Securities Inc.6,910$524K0.0%N/A0.057%
2/6/2024 Private Advisor Group LLC10,395$788K0.0%+3.3%0.086%
2/6/2024 One Charles Private Wealth Services LLC4,556$345K0.2%N/A0.038%
2/5/2024 Stonebridge Financial Planning Group LLC33,127$2.51M1.4%-6.5%0.274%
2/2/2024 Truist Financial Corp19,788$1.50M0.0%-8.0%0.164%
2/2/2024 VCI Wealth Management LLC15,105$1.15M0.7%N/A0.125%
2/2/2024 Atria Wealth Solutions Inc.4,026$305K0.0%+6.1%0.033%
2/1/2024 CWM LLC6,522$494K0.0%+5.6%0.054%
1/31/2024 Kellett Wealth Advisors LLC54,713$4.15M3.1%+671.9%0.452%
1/29/2024 Meitav Investment House Ltd.4,700$356K0.0%-8.7%0.039%
1/26/2024 Cerity Partners LLC4,357$330K0.0%N/A0.036%
1/26/2024 Advisors Management Group Inc. ADV2,934$222K0.1%N/A0.024%
1/26/2024 WESPAC Advisors LLC5,642$427K0.3%N/A0.047%
1/25/2024 International Assets Investment Management LLC63,647$4.82M0.0%N/A0.526%
1/25/2024 WESPAC Advisors SoCal LLC25,705$1.95M0.6%+1.0%0.212%
1/25/2024 Pinkerton Retirement Specialists LLC64,449$4.88M0.9%N/A0.533%
1/24/2024 Tritonpoint Wealth LLC21,131$1.60M0.2%N/A0.175%
1/24/2024Prime Capital Investment Advisors LLC5,522$418K0.0%N/A0.046%
1/24/2024 International Assets Investment Management LLC63,647$4.82M0.0%N/A0.526%
1/24/2024 Clear Creek Financial Management LLC9,365$710K0.1%N/A0.077%
1/23/2024 Advisory Alpha LLC2,667$202K0.0%N/A0.022%
1/23/2024 DAVENPORT & Co LLC7,819$592K0.0%-8.1%0.065%
1/22/2024 Southern Capital Advisors LLC38,408$2.91M2.1%+56.7%0.317%
1/18/2024 Stillwater Capital Advisors LLC32,622$2.47M0.4%-10.8%0.270%
1/18/2024 Maltin Wealth Management Inc.3,239$245K0.2%-13.1%0.027%
1/16/2024 Raymond James Financial Services Advisors Inc.138,311$10.48M0.0%+5.5%1.143%
1/16/2024 Raymond James & Associates53,602$4.06M0.0%-42.4%0.443%
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1/11/2024 Brookstone Capital Management40,454$3.07M0.1%+24.9%0.334%
1/11/2024 Ferguson Wellman Capital Management Inc.66,520$5.04M0.1%-3.5%0.550%
1/11/2024First Citizens Financial Corp60,283$4.57M2.9%-1.3%0.498%
1/11/2024 Whitener Capital Management Inc.12,141$920K0.3%+5.9%0.100%
1/2/2024Anchor Investment Management LLC9,700$735K0.1%N/A0.080%
12/11/2023 Sunbelt Securities Inc.14,314$958K0.1%+53.3%0.118%
12/1/2023B. Riley Wealth Advisors Inc.5,878$394K0.0%+21.6%0.049%
11/24/2023 EP Wealth Advisors LLC4,383$293K0.0%-43.4%0.036%
11/15/2023 The Manufacturers Life Insurance Company952,217$63.75M0.0%N/A7.870%
11/15/2023 GSA Capital Partners LLP12,312$824K0.1%+80.4%0.102%
(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, 186 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 ($63.75M), Bank of America Corp DE ($43.12M), UBS Group AG ($36.32M), Wells Fargo & Company MN ($21.92M), Raymond James Financial Services Advisors Inc. ($14.94M), 1832 Asset Management L.P. ($14.45M), and PGIM Custom Harvest LLC ($14.43M).Learn more on IYC's institutional investors.

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

Of the 151 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 ($952.22K), M&T Bank Corp ($254.71K), 1832 Asset Management L.P. ($189.19K), LPL Financial LLC ($184.63K), Bank of America Corp DE ($176.27K), International Assets Investment Management LLC ($127.29K), 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 3,896,935 shares in the last 24 months. This purchase volume represents approximately $262.52M in transactions.

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

Of the 89 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: Royal Bank of Canada ($370.88K), Bank of America Corp DE ($357.26K), LPL Financial LLC ($178.91K), Kesler Norman & Wride LLC ($88.80K), Quattro Financial Advisors LLC ($87.39K), Wells Fargo & Company MN ($84.31K), and Prudential Financial Inc. ($49.88K).

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

Institutional investors have sold a total of 1,876,165 shares in the last 24 months. This volume of shares sold represents approximately $119.33M in transactions.


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This page (NYSEARCA:IYC) was last updated on 5/16/2024 by MarketBeat.com Staff

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