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

iShares U.S. Consumer Discretionary ETF logo
$95.28 -0.76 (-0.79%)
As of 05/23/2025 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)
147
Total
Institutional Inflows
(last 12 months)
$670.89M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$55.28M
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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
5/20/2025 Glenview Trust co5,316$470K0.0%-67.6%0.037%
5/19/2025 Jane Street Group LLC16,313$1.44M0.0%+398.7%0.113%
5/16/2025 Signature Estate & Investment Advisors LLC6,308$557K0.0%N/A0.044%
5/16/2025 Goldman Sachs Group Inc.88,947$7.86M0.0%+62.2%0.616%
5/16/2025 Jones Financial Companies Lllp33,120$2.93M0.0%+365.8%0.229%
5/16/2025 NewEdge Advisors LLC13,837$1.22M0.0%+0.9%0.096%
5/16/2025 1 North Wealth Services LLC935$83K0.0%-98.6%0.006%
5/15/2025 Royal Bank of Canada258,417$22.83M0.0%+25.4%1.788%
5/15/2025 Baird Financial Group Inc.3,483$308K0.0%+6.9%0.024%
5/14/2025 Comerica Bank7,599$671K0.0%-10.0%0.053%
5/14/2025 Smartleaf Asset Management LLC15,537$1.37M0.1%-6.0%0.108%
5/14/2025 Northwestern Mutual Wealth Management Co.38,019$3.36M0.0%+1.1%0.263%
5/14/2025 PGIM Custom Harvest LLC974,216$86.05M2.1%+16.9%6.742%
5/13/2025 Raymond James Financial Inc.208,016$18.37M0.0%-7.2%1.440%
5/13/2025 Eaton Financial Holdings Company LLC30,083$2.66M1.1%-0.9%0.208%
5/13/2025 Cookson Peirce & Co. Inc.6,418$567K0.0%-3.8%0.044%
5/13/2025 Anfield Capital Management LLC50,433$4.45M1.6%N/A0.349%
5/13/2025 HighTower Advisors LLC13,723$1.21M0.0%+129.0%0.095%
5/12/2025 Founders Financial Alliance LLC553$49K0.0%+252.2%0.004%
5/12/2025 WBH Advisory Inc.2,599$230K0.0%N/A0.018%
5/8/2025 SPC Financial Inc.183,061$16.17M1.4%+2.5%1.267%
5/8/2025 Commerce Bank5,185$458K0.0%-3.5%0.036%
5/8/2025 Harbour Investments Inc.563$50K0.0%-22.3%0.004%
5/7/2025 Patten & Patten Inc. TN7,862$694K0.0%-2.1%0.054%
5/7/2025 Foundations Investment Advisors LLC189,649$16.75M0.3%+2,406.3%1.312%
5/7/2025 LPL Financial LLC185,145$16.35M0.0%+10.2%1.281%
5/7/2025 Second Half Financial Partners LLC24,588$2.17M1.1%N/A0.170%
5/6/2025 Cetera Investment Advisers13,551$1.20M0.0%-1.2%0.094%
5/6/2025 AE Wealth Management LLC37,193$3.29M0.0%-44.5%0.257%
5/6/2025 WESPAC Advisors SoCal LLC28,769$2.54M0.7%+2.1%0.199%
5/5/2025 IFP Advisors Inc2,198$194K0.0%+5.6%0.015%
5/5/2025 Fountainhead AM LLC5,893$520K0.1%N/A0.041%
5/5/2025 Csenge Advisory Group3,619$306K0.0%+15.9%0.025%
5/5/2025 Private Advisor Group LLC25,657$2.27M0.0%-6.5%0.178%
5/2/2025 Patton Albertson Miller Group LLC12,112$1.07M0.2%-7.9%0.084%
5/2/2025 Summit X LLC5,006$442K0.1%-14.2%0.035%
5/1/2025 CWM LLC6,867$607K0.0%-1.7%0.048%
5/1/2025 Family Firm Inc.2,992$264K0.1%N/A0.021%
4/30/2025 Planning Directions Inc.4,227$373K0.2%-8.8%0.029%
4/29/2025 U.S. Capital Wealth Advisors LLC10,851$958K0.0%+5.4%0.075%
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4/29/2025 Cooksen Wealth LLC341$28K0.0%N/A0.002%
4/29/2025 Envestnet Asset Management Inc.38,555$3.41M0.0%+13.4%0.268%
4/29/2025 Summit Financial Consulting LLC60,338$5.33M4.9%N/A0.419%
4/29/2025 Adell Harriman & Carpenter Inc.5,560$491K0.0%-35.0%0.039%
4/29/2025 Concurrent Investment Advisors LLC4,417$390K0.0%N/A0.031%
4/29/2025 Harel Insurance Investments & Financial Services Ltd.1,316,435$116.27M1.5%N/A9.142%
4/28/2025 Mutual Advisors LLC15,662$1.40M0.0%-6.0%0.109%
4/28/2025 DAVENPORT & Co LLC12,129$1.07M0.0%-18.3%0.084%
4/25/2025 Advisors Management Group Inc. ADV2,791$247K0.1%-4.8%0.019%
4/25/2025 Koshinski Asset Management Inc.11,144$984K0.1%-5.6%0.077%
4/25/2025 WJ Wealth Management LLC3,880$343K0.1%-4.9%0.027%
4/25/2025 WealthBridge Capital Management LLC5,820$514K0.1%-7.6%0.040%
4/24/2025 Westwind Capital10,775$952K0.2%N/A0.075%
4/24/2025 Sunbelt Securities Inc.16,678$1.47M0.1%+7.0%0.116%
4/24/2025 Bartlett & CO. Wealth Management LLC6,680$590K0.0%+29.3%0.046%
4/24/2025 Trust Co. of Vermont369$33K0.0%N/A0.003%
4/23/2025 Cottonwood Capital Advisors LLC25,084$2.22M1.6%-2.3%0.174%
4/23/2025 Tyche Wealth Partners LLC2,320$205K0.0%+10.5%0.016%
4/23/2025 Golden State Wealth Management LLC286$25K0.0%+100.0%0.002%
4/23/2025 Independent Solutions Wealth Management LLC2,538$224K0.1%N/A0.018%
4/23/2025 Southern 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%
2/26/2025 Virtue 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%
2/18/2025 Sunbelt Securities Inc.15,589$1.51M0.1%+4.1%0.130%
2/18/2025 Stonebridge Financial Planning Group LLC28,961$2.78M1.2%-3.3%0.242%
2/18/2025 Pinkerton Retirement Specialists LLC120,291$11.57M1.7%N/A1.007%
2/17/2025Strategic Wealth Partners Ltd.4,177$422K0.0%N/A0.035%
2/17/2025 Royal Bank of Canada205,995$19.80M0.0%+17.2%1.724%
2/17/2025 EP Wealth Advisors LLC5,369$516K0.0%+28.2%0.045%
2/17/2025 CoreCap Advisors LLC37,173$3.57M0.2%+561.6%0.311%
2/17/2025 Cresset Asset Management LLC3,584$345K0.0%N/A0.030%
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2/17/2025 Captrust Financial Advisors154,120$14.82M0.0%-2.8%1.290%
2/17/2025 Bank of America Corp DE677,129$65.10M0.0%-4.4%5.666%
2/17/2025 BNP Paribas Financial Markets50,000$4.81M0.0%-2.0%0.418%
2/17/2025 Ameriprise Financial Inc.38,593$3.71M0.0%+94.2%0.323%
2/14/2025 Mercer Global Advisors Inc. ADV2,337$225K0.0%-46.3%0.020%
2/14/2025 Jane Street Group LLC3,271$314K0.0%N/A0.027%
2/14/2025 Lido Advisors LLC2,312$222K0.0%N/A0.019%
2/14/2025 Hsbc Holdings PLC692,460$66.57M0.0%N/A5.795%
2/14/2025 J. Safra Sarasin Holding AG6,580$633K0.0%N/A0.055%
2/14/2025 Stifel Financial Corp78,678$7.56M0.0%+52.8%0.658%
(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, 243 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. ($116.27M), FIL Ltd ($115.26M), PGIM Custom Harvest LLC ($86.05M), The Manufacturers Life Insurance Company ($71.85M), Hsbc Holdings PLC ($66.57M), Bank of America Corp DE ($65.10M), and UBS Group AG ($36.32M).Learn more on IYC's institutional investors.

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

Of the 210 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), Harel Insurance Investments & Financial Services Ltd. ($1.32M), FIL Ltd ($1.20M), Hsbc Holdings PLC ($692.46K), Raymond James Financial Inc. ($448.54K), Pinkerton Retirement Specialists LLC ($221.96K), and Foundations Investment Advisors LLC ($216.92K).

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

Institutional investors have bought a total of 9,927,709 shares in the last 24 months. This purchase volume represents approximately $861.38M in transactions.

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

Of the 105 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 ($72.92K), 1 North Wealth Services LLC ($66.41K), Brookstone Capital Management ($60.07K), Raymond James Financial Services Advisors Inc. ($56.62K), Cambridge Investment Research Advisors Inc. ($50.30K), 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 916,322 shares in the last 24 months. This volume of shares sold represents approximately $77.02M in transactions.



This page (NYSEARCA:IYC) was last updated on 5/25/2025 by MarketBeat.com Staff
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