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

iShares U.S. Consumer Discretionary ETF logo
$103.32 +0.25 (+0.24%)
As of 10/8/2025 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)
166
Total
Institutional Inflows
(last 12 months)
$826.49M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$87.23M
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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
10/7/2025 Doliver Advisors LP3,269$343K0.1%N/A0.018%
10/3/2025 First Citizens Financial Corp50,883$5.33M2.6%-1.7%0.303%
9/26/2025Corient Private Wealth LLC20,814$2.07M0.0%-23.5%0.123%
9/15/2025Migdal Insurance & Financial Holdings Ltd.2,331$232K0.0%-11.7%0.014%
9/4/2025Osaic Holdings Inc.150,149$14.96M0.0%+1.4%0.888%
8/29/2025Centaurus Financial Inc.8,705$867K0.1%+127.3%0.052%
8/27/2025Orion Porfolio Solutions LLC4,595$458K0.0%N/A0.027%
8/26/2025Thrivent Financial for Lutherans23,202$2.31M0.0%+37.5%0.137%
8/19/2025B. Riley Wealth Advisors Inc.3,264$325K0.0%N/A0.019%
8/19/2025Advisory Services Network LLC119,013$11.90M0.2%-6.8%0.704%
8/19/2025Anchor Investment Management LLC8,951$892K0.1%-4.9%0.053%
8/18/2025Geneos Wealth Management Inc.4,680$466K0.0%+200.0%0.028%
8/18/2025Front Row Advisors LLC1,390$138K0.0%-24.9%0.008%
8/15/2025Corient Private Wealth LLC20,814$2.07M0.0%-23.5%0.123%
8/15/2025Equitable Holdings Inc.30,551$3.04M0.0%+161.9%0.181%
8/15/2025Captrust Financial Advisors2,429$242K0.0%-98.3%0.014%
8/15/2025Blue Chip Partners LLC2,205$220K0.0%N/A0.013%
8/15/2025Smartleaf Asset Management LLC18,989$1.89M0.2%+22.2%0.112%
8/15/2025Orion Porfolio Solutions LLC4,595$458K0.0%N/A0.027%
8/15/2025MML Investors Services LLC343,195$34.20M0.1%+35.2%2.031%
8/15/2025EP Wealth Advisors LLC5,563$554K0.0%+3.6%0.033%
8/15/2025Essential Planning LLC.2,160$215K0.1%-10.0%0.013%
8/15/2025BNP Paribas Financial Markets51,400$5.12M0.0%-49.0%0.304%
8/15/2025Bank of America Corp DE853,831$85.08M0.0%+9.1%5.052%
8/15/2025Ameriprise Financial Inc.47,934$4.78M0.0%-1.1%0.284%
8/14/2025Camarda Financial Advisors LLC137,272$13.68M5.4%N/A0.812%
8/14/2025Jane Street Group LLC28,030$2.79M0.0%+71.8%0.166%
8/14/2025Raymond James Financial Inc.229,648$22.88M0.0%+10.4%1.359%
8/14/2025Quantinno Capital Management LP7,794$777K0.0%+23.2%0.046%
8/14/2025Vivaldi Capital Management LP5,377$536K0.1%+7.8%0.032%
8/14/2025Glenview Trust co3,158$315K0.0%-40.6%0.019%
8/14/2025NewEdge Advisors LLC13,057$1.30M0.0%-5.6%0.077%
8/14/2025Qube Research & Technologies Ltd58,146$5.79M0.0%-15.6%0.344%
8/13/2025PGIM Custom Harvest LLC1,027,290$102.36M2.1%+5.4%6.079%
8/13/2025Marshall Wace LLP2,594$258K0.0%N/A0.015%
8/13/2025Baird Financial Group Inc.2,864$285K0.0%-17.8%0.017%
8/13/2025AMJ Financial Wealth Management3,443$343K0.1%+7.4%0.020%
8/13/2025Pinkerton Wealth LLC344,097$34.29M4.1%N/A2.036%
8/13/2025M&T Bank Corp6,001$598K0.0%-30.9%0.036%
8/13/2025VestGen Advisors LLC23,124$2.30M0.1%+10.6%0.137%
8/13/2025Virtue Capital Management LLC11,688$1.17M0.2%+24.3%0.069%
8/13/2025Northwestern Mutual Wealth Management Co.39,641$3.95M0.0%+4.3%0.235%
8/12/2025Steward Partners Investment Advisory LLC24,482$2.44M0.0%+183.1%0.145%
8/12/2025Global Retirement Partners LLC2,710$270K0.0%N/A0.016%
8/12/2025Sierra Summit Advisors LLC2,235$223K0.0%N/A0.013%
8/12/2025WealthBridge Capital Management LLC4,980$496K0.1%-14.4%0.029%
8/12/2025MAI Capital Management2,961$295K0.0%-15.0%0.018%
8/12/2025JPMorgan Chase & Co.28,568$2.85M0.0%-64.0%0.169%
8/11/2025Anfield Capital Management LLC49,789$4.96M1.6%-1.3%0.296%
8/8/2025Cetera Investment Advisers44,848$4.47M0.0%+231.0%0.267%
8/8/2025Creative Planning9,261$923K0.0%+4.0%0.055%
8/8/2025Foundations Investment Advisors LLC199,897$19.92M0.3%+5.4%1.190%
8/8/2025PNC Financial Services Group Inc.3,714$370K0.0%-4.3%0.022%
8/7/2025Ibex Wealth Advisors8,957$892K0.1%-14.8%0.053%
8/7/2025Fountainhead AM LLC2,193$219K0.0%-62.8%0.013%
8/7/2025Summit X LLC4,821$480K0.1%-3.7%0.029%
8/7/2025Midwest Trust Co3,560$355K0.0%N/A0.021%
8/7/2025Parkside Financial Bank & Trust661$66K0.0%+535.6%0.004%
8/6/2025Prospera Financial Services Inc127,384$12.69M0.2%-38.1%0.758%
8/6/2025AE Wealth Management LLC49,247$4.91M0.0%+32.4%0.293%
8/6/2025Garrison Point Advisors LLC13,870$1.38M0.6%-2.0%0.083%
8/6/2025Atlantic Union Bankshares Corp1,660$165K0.0%N/A0.010%
8/6/2025Stonebridge Financial Planning Group LLC26,438$2.63M1.1%-5.5%0.157%
8/6/2025Moors & Cabot Inc.6,408$638K0.0%N/A0.038%
8/6/2025Simmons Bank12,050$1.20M0.1%-2.0%0.072%
8/5/2025Transatlantique Private Wealth LLC32,653$3.25M1.2%+7.1%0.194%
8/5/2025Bank of Montreal Can10,598$1.06M0.0%+20.1%0.063%
8/5/2025Harel Insurance Investments & Financial Services Ltd.1,593,101$158.74M1.8%+21.0%9.483%
8/4/2025Atria Investments Inc8,765$873K0.0%-1.7%0.052%
8/4/2025Buck Wealth Strategies LLC10,163$1.01M0.2%+52.9%0.060%
8/4/2025Migdal Insurance & Financial Holdings Ltd.2,331$232K0.0%-11.7%0.014%
8/1/2025Zhang Financial LLC2,734$272K0.0%N/A0.016%
8/1/2025Advisory Alpha LLC2,187$218K0.0%N/A0.013%
8/1/2025Envestnet Asset Management Inc.54,465$5.43M0.0%+41.3%0.324%
7/30/2025Cookson Peirce & Co. Inc.6,146$612K0.0%-4.2%0.037%
7/30/2025Brookstone Capital Management3,919$390K0.0%-33.6%0.023%
7/30/2025Gimbal Financial156,124$15.56M9.6%N/A0.929%
7/30/2025WESPAC Advisors SoCal LLC9,904$987K0.2%-65.6%0.059%
7/29/2025Balboa Wealth Partners26,599$2.65M0.5%N/A0.158%
7/29/2025Cottonwood Capital Advisors LLC24,815$2.47M1.7%-1.1%0.148%
7/28/2025Patten & Patten Inc. TN7,732$770K0.0%-1.7%0.046%
7/28/2025Chesapeake Wealth Management3,220$321K0.1%-6.1%0.019%
7/28/2025Mutual Advisors LLC18,129$1.84M0.0%+15.8%0.108%
7/28/2025Harbour Investments Inc.3,907$389K0.0%+594.0%0.023%
7/28/2025Harbour Trust & Investment Management Co2,056$205K0.0%N/A0.012%
7/28/2025Hudson Capital Management LLC2,665$266K0.1%N/A0.016%
7/25/2025Genesee Capital Advisors LLC14,396$1.43M0.6%+65.0%0.086%
7/25/2025SPC Financial Inc.184,343$18.37M1.5%+0.7%1.097%
7/25/2025Muirfield Wealth Advisors LLC6,307$628K0.5%-12.1%0.038%
7/25/2025Concurrent Investment Advisors LLC5,723$570K0.0%+29.6%0.034%
7/24/2025Wealthstar Advisors LLC19,219$1.92M0.7%N/A0.114%
7/23/2025Lakeshore Capital Group Inc.11,466$1.14M1.0%-9.0%0.068%
7/23/2025Sax Wealth Advisors LLC2,124$212K0.0%N/A0.013%
7/23/20251 North Wealth Services LLC615$61K0.0%-34.2%0.004%
7/23/2025Independent Solutions Wealth Management LLC2,786$278K0.1%+9.8%0.017%
7/23/2025Prime Capital Investment Advisors LLC5,580$556K0.0%-35.3%0.033%
7/22/2025DAVENPORT & Co LLC14,426$1.44M0.0%+18.9%0.086%
7/21/2025Ameritas Advisory Services LLC684$68K0.0%N/A0.004%
7/21/2025Yeomans Consulting Group Inc.10,240$1.02M0.4%N/A0.061%
7/18/2025USA Financial Formulas35,895$3.58M0.6%N/A0.214%
(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, 259 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 226 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 8,827,827 shares in the last 24 months. This purchase volume represents approximately $826.49M 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 ($57.26K), 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 909,466 shares in the last 24 months. This volume of shares sold represents approximately $87.23M in transactions.


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This page (NYSEARCA:IYC) was last updated on 10/9/2025 by MarketBeat.com Staff
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