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

iShares U.S. Consumer Discretionary ETF logo
$103.55 +0.05 (+0.05%)
As of 02:47 PM Eastern
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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)
148
Total
Institutional Inflows
(last 12 months)
$210.92M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$294.42M
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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
8/12/2026 Compass Financial Management LLC1,361$138K0.0%N/A0.012%
7/10/2026 Whitener Capital Management Inc.11,643$1.18M0.2%-0.9%0.101%
7/7/2026 First Citizens Financial Corp49,200$4.97M2.1%-1.1%0.428%
7/7/2026 Dynamic Advisor Solutions LLC2,917$295K0.0%N/A0.025%
7/2/2026 CX Institutional780$79K0.0%-31.9%0.007%
6/18/2026Western Wealth Management LLC1,257$122K0.0%N/A0.011%
6/12/2026 S&A Financial Services Inc.35,528$3.44M2.4%N/A0.305%
6/3/2026 NewEdge Advisors LLC13,490$1.31M0.0%-60.4%0.116%
5/19/2026Western Wealth Management LLC1,257$122K0.0%N/A0.011%
5/19/2026Bank of America Corp DE776,626$75.27M0.0%-12.3%6.666%
5/19/2026Chesapeake Wealth Management2,991$290K0.1%-7.5%0.026%
5/19/2026Centaurus Financial Inc.5,248$509K0.0%-4.2%0.045%
5/19/2026 Arkadios Wealth Advisors2,121$206K0.0%N/A0.018%
5/18/2026Sunbelt Securities Inc.4,498$436K0.0%-74.7%0.039%
5/18/2026Royal Bank of Canada193,841$18.79M0.0%-29.2%1.664%
5/16/2026Quantinno Capital Management LP15,106$1.46M0.0%+38.0%0.130%
5/14/2026Sei Investments Co.4,278$415K0.0%N/A0.037%
5/14/2026 Lido Advisors LLC2,733$265K0.0%+7.6%0.023%
5/13/2026 Cetera Investment Advisers12,523$1.21M0.0%-56.1%0.107%
5/13/2026 First Trust Advisors LP2,097$203K0.0%N/A0.018%
5/8/2026 PNC Financial Services Group Inc.3,334$323K0.0%-36.5%0.029%
5/8/2026 Glenview Trust Co3,870$375K0.0%-17.7%0.033%
5/7/2026Earned Wealth Advisors LLC10,000$969K0.1%N/A0.086%
5/6/2026 Zhang Financial LLC5,357$519K0.0%+95.9%0.046%
5/6/2026 Independent Financial Group LLC2,611$253K0.0%N/A0.022%
5/5/2026 Gallagher Capital Advisors LLC10,702$1.04M0.6%N/A0.092%
5/5/2026 Bank of New York Mellon Corp6,560$636K0.0%+177.5%0.056%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.1,058,741$102.61M0.7%+12.7%9.088%
5/5/2026Sanctuary Advisors LLC10,330$1.00M0.0%-7.2%0.089%
5/4/2026 AMG National Trust Bank21,354$2.07M0.0%+78.7%0.183%
5/4/2026 Retirement Planning Group LLC2,706$262K0.0%N/A0.023%
5/1/2026 Ferguson Wellman Capital Management Inc.55,818$5.41M0.1%-2.3%0.479%
5/1/2026 Fifth Third Bancorp7,238$702K0.0%N/A0.062%
4/30/2026 Ibex Wealth Advisors7,527$730K0.1%N/A0.065%
4/30/2026 Kestra Advisory Services LLC3,416$331K0.0%+26.4%0.029%
4/27/2026 Apeiron RIA LLC7,693$746K0.2%-2.0%0.066%
4/27/2026 Private Advisor Group LLC7,557$732K0.0%+3.4%0.065%
4/27/2026 Elevation Point Wealth Partners LLC3,398$329K0.0%N/A0.029%
4/23/2026 Simmons Bank10,461$1.01M0.1%-6.7%0.090%
4/23/2026 Apollon Wealth Management LLC2,671$259K0.0%N/A0.023%
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4/21/2026 Balance Wealth LLC2,910$282K0.1%+20.3%0.025%
4/18/2026 CENTRAL TRUST Co340$33K0.0%+70.0%0.003%
4/17/2026 WealthBridge Capital Management LLC2,700$262K0.1%-22.0%0.023%
4/17/2026 Cottonwood Capital Advisors LLC30,641$2.97M2.1%+13.9%0.263%
4/16/2026 Southern Capital Advisors LLC31,174$3.02M1.4%-26.7%0.268%
4/16/2026 Redstone Wealth Management LLC7,555$732K0.6%-1.7%0.064%
4/15/2026 WESPAC Advisors SoCal LLC10,492$1.02M0.2%-1.9%0.089%
3/17/2026Rockefeller Capital Management L.P.3,575$369K0.0%+42.7%0.026%
3/10/2026 Advisortrust Partners LLC106,471$10.98M4.8%N/A0.761%
3/9/2026 Corient Private Wealth LLC12,331$1.27M0.0%-18.1%0.088%
3/2/2026Reflection Asset Management537$56K0.0%N/A0.004%
2/26/2026Anchor Investment Management LLC8,483$875K0.1%-1.2%0.061%
2/20/2026Sunbelt Securities Inc.17,766$1.83M0.1%+31.7%0.127%
2/19/2026 Corient Private Wealth LLC12,331$1.27M0.0%-18.1%0.088%
2/18/2026 Strive Financial Group LLC350$36K0.0%N/A0.003%
2/18/2026 Mercer Global Advisors Inc. ADV5,220$538K0.0%-7.2%0.037%
2/18/2026 Virtue Capital Management LLC2,769$286K0.0%-86.3%0.020%
2/18/2026Beacon Pointe Advisors LLC3,448$356K0.0%N/A0.025%
2/18/2026 First Citizens Bank & Trust Co.3,975$410K0.0%N/A0.028%
2/18/2026 EP Wealth Advisors LLC6,096$629K0.0%N/A0.044%
2/18/2026 NewEdge Advisors LLC34,090$3.52M0.0%+0.4%0.244%
2/18/2026KKM Financial LLC10,534$1.09M0.2%+19.7%0.075%
2/18/2026Asset One Wealth Management LLC9,609$1.01M0.1%N/A0.069%
2/17/2026AQR Capital Management LLC2,725$281K0.0%-15.6%0.019%
2/17/2026 Cetera Investment Advisers28,553$2.95M0.0%-20.6%0.204%
2/17/2026Equitable Holdings Inc.10,041$1.04M0.0%-2.4%0.072%
2/17/2026 Kovack Advisors Inc.2,235$230K0.0%N/A0.016%
2/17/2026 MinichMacGregor Wealth Management LLC199,422$20.57M3.7%+3.3%1.424%
2/17/2026Osaic Holdings Inc.154,158$15.90M0.0%-4.9%1.101%
2/17/2026 Advisory Services Network LLC131,631$13.58M0.2%+7.0%0.940%
2/17/2026 WealthCare Asset Management LLC18,102$1.90M1.3%N/A0.129%
2/17/2026 Russell Investments Group Ltd.883$91K0.0%+3,053.6%0.006%
2/17/2026&PARTNERS10,509$1.08M0.0%+4.4%0.075%
2/17/2026 Blair William & Co. IL3,974$410K0.0%-27.5%0.028%
2/17/2026Royal Bank of Canada273,892$28.25M0.0%+4.1%1.956%
2/16/2026 MML Investors Services LLC414,848$42.78M0.1%+12.5%2.963%
2/16/2026Mariner LLC18,590$1.92M0.0%-41.7%0.133%
2/16/2026 Garrison Point Advisors LLC14,343$1.48M0.7%+3.1%0.102%
2/16/2026 Arax Advisory Partners4,820$497K0.0%N/A0.034%
2/16/2026 1 North Wealth Services LLC41,692$4.30M1.5%+6,907.1%0.298%
2/13/2026 Kestra Advisory Services LLC2,703$279K0.0%-28.6%0.019%
2/13/2026Marshall Wace LLP6,126$632K0.0%+24.3%0.044%
2/13/2026The Manufacturers Life Insurance Company 605,098$62.40M0.1%-49.9%4.322%
2/13/2026 Stifel Financial Corp164,902$17.01M0.0%+0.1%1.178%
2/13/2026 Acumen Wealth Advisors LLC260$27K0.0%N/A0.002%
2/13/2026Morgan Stanley961,133$99.12M0.0%-9.7%6.865%
2/13/2026Vivaldi Capital Management LP5,068$523K0.1%-5.9%0.036%
2/13/2026Wells Fargo & Company MN366,512$37.80M0.0%+2.1%2.618%
2/13/2026 Tudor Financial Inc.6,710$692K0.4%N/A0.048%
2/12/2026Jane Street Group LLC25,970$2.68M0.0%N/A0.186%
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2/12/2026 Commonwealth Equity Services LLC37,902$3.91M0.0%-38.3%0.271%
2/12/2026 Daybright Advisory Services Inc.4,087$421K0.1%N/A0.029%
2/12/2026Renaissance Technologies LLC3,200$330K0.0%-31.9%0.023%
2/12/2026 Virtue Capital Management LLC2,769$286K0.0%-78.7%0.020%
2/12/2026 Wagner Wealth Management Corp14,583$1.50M1.5%N/A0.104%
2/12/2026Steward Partners Investment Advisory LLC33,160$3.42M0.0%-1.3%0.237%
2/12/2026 Bank of Montreal Can16,332$1.68M0.0%+57.6%0.117%
2/12/2026 Principal Securities Inc.38,450$3.97M0.1%+26.0%0.275%
2/12/2026 Mosley Wealth Management3,283$339K0.2%N/A0.023%
2/12/2026 Kovack Advisors Inc.2,235$232K0.0%N/A0.016%


IYC Institutional Ownership - Frequently Asked Questions

During the previous two years, 285 institutional investors and hedge funds held shares of iShares U.S. Consumer Discretionary ETF. The most heavily invested institutionals were FIL Ltd ($115.26M), PGIM Custom Harvest LLC ($104.23M), Harel Insurance Investments & Financial Services Ltd. ($102.61M), Morgan Stanley ($99.12M), Bank of America Corp DE ($75.27M), Hsbc Holdings PLC ($66.57M), and The Manufacturers Life Insurance Company ($62.40M).Learn more on iShares U.S. Consumer Discretionary ETF's institutional investors.

Of the 243 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: Harel Insurance Investments & Financial Services Ltd. ($1.96M), FIL Ltd ($1.20M), The Manufacturers Life Insurance Company ($817K), Hsbc Holdings PLC ($692.46K), Raymond James Financial Inc. ($470.17K), Pinkerton Wealth LLC ($344.10K), and MML Investors Services LLC ($332.48K).

Institutional investors have bought a total of 2,053,802 shares in the last 24 months. This purchase volume represents approximately $210.92M in transactions.

Of the 97 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: Harel Insurance Investments & Financial Services Ltd. ($897.92K), The Manufacturers Life Insurance Company ($602.09K), Sherman Porfolios LLC ($236.78K), Foundations Investment Advisors LLC ($192.34K), Captrust Financial Advisors ($143.74K), Bank of America Corp DE ($108.74K), and Morgan Stanley ($102.69K).

Institutional investors have sold a total of 2,866,834 shares in the last 24 months. This volume of shares sold represents approximately $294.42M in transactions.


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Institutional ownership data for NYSEARCA:IYC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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