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

iShares U.S. Consumer Discretionary ETF logo
$96.78 +0.83 (+0.87%)
As of 07/24/2026 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)
170
Total
Institutional Inflows
(last 12 months)
$326.73M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$312.14M
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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
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%
6/12/2026S&A Financial Services Inc.35,528$3.44M2.4%N/A0.305%
6/3/2026NewEdge 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%
5/19/2026Arkadios 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%
5/14/2026Lido Advisors LLC2,733$265K0.0%+7.6%0.023%
5/13/2026Cetera Investment Advisers12,523$1.21M0.0%-56.1%0.107%
5/13/2026First Trust Advisors LP2,097$203K0.0%N/A0.018%
5/8/2026PNC Financial Services Group Inc.3,334$323K0.0%-36.5%0.029%
5/8/2026Glenview Trust Co3,870$375K0.0%-17.7%0.033%
5/7/2026Earned Wealth Advisors LLC10,000$969K0.1%N/A0.086%
5/6/2026Zhang Financial LLC5,357$519K0.0%+95.9%0.046%
5/6/2026 Independent Financial Group LLC2,611$253K0.0%N/A0.022%
5/5/2026Gallagher Capital Advisors LLC10,702$1.04M0.6%N/A0.092%
5/5/2026Bank of New York Mellon Corp6,560$636K0.0%+177.5%0.056%
5/5/2026Harel 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%
5/4/2026AMG National Trust Bank21,354$2.07M0.0%+78.7%0.183%
5/4/2026Retirement 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%
5/1/2026Fifth Third Bancorp7,238$702K0.0%N/A0.062%
4/30/2026Ibex Wealth Advisors7,527$730K0.1%N/A0.065%
4/30/2026Kestra Advisory Services LLC3,416$331K0.0%+26.4%0.029%
4/27/2026 Apeiron RIA LLC7,693$746K0.2%-2.0%0.066%
4/27/2026Private Advisor Group LLC7,557$732K0.0%+3.4%0.065%
4/27/2026Elevation Point Wealth Partners LLC3,398$329K0.0%N/A0.029%
4/23/2026Simmons Bank10,461$1.01M0.1%-6.7%0.090%
4/23/2026 Apollon Wealth Management LLC2,671$259K0.0%N/A0.023%
4/21/2026 Balance Wealth LLC2,910$282K0.1%+20.3%0.025%
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4/18/2026CENTRAL TRUST Co340$33K0.0%+70.0%0.003%
4/17/2026WealthBridge 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%
3/10/2026Advisortrust Partners LLC106,471$10.98M4.8%N/A0.761%
3/9/2026Corient 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%
2/19/2026Corient Private Wealth LLC12,331$1.27M0.0%-18.1%0.088%
2/18/2026Strive Financial Group LLC350$36K0.0%N/A0.003%
2/18/2026Mercer Global Advisors Inc. ADV5,220$538K0.0%-7.2%0.037%
2/18/2026Virtue 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%
2/18/2026EP Wealth Advisors LLC6,096$629K0.0%N/A0.044%
2/18/2026NewEdge 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%
2/17/2026Cetera Investment Advisers28,553$2.95M0.0%-20.6%0.204%
2/17/2026Equitable Holdings Inc.10,041$1.04M0.0%-2.4%0.072%
2/17/2026Kovack 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%
2/17/2026Advisory Services Network LLC131,631$13.58M0.2%+7.0%0.940%
2/17/2026WealthCare Asset Management LLC18,102$1.90M1.3%N/A0.129%
2/17/2026Russell Investments Group Ltd.883$91K0.0%+3,053.6%0.006%
2/17/2026&PARTNERS10,509$1.08M0.0%+4.4%0.075%
2/17/2026Blair William & Co. IL3,974$410K0.0%-27.5%0.028%
2/17/2026Royal Bank of Canada273,892$28.25M0.0%+4.1%1.956%
2/16/2026MML Investors Services LLC414,848$42.78M0.1%+12.5%2.963%
2/16/2026Mariner LLC18,590$1.92M0.0%-41.7%0.133%
2/16/2026Garrison Point Advisors LLC14,343$1.48M0.7%+3.1%0.102%
2/16/2026Arax Advisory Partners4,820$497K0.0%N/A0.034%
2/16/20261 North Wealth Services LLC41,692$4.30M1.5%+6,907.1%0.298%
2/13/2026Kestra 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%
2/13/2026Stifel Financial Corp164,902$17.01M0.0%+0.1%1.178%
2/13/2026Acumen 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%
2/13/2026Tudor Financial Inc.6,710$692K0.4%N/A0.048%
2/12/2026Jane Street Group LLC25,970$2.68M0.0%N/A0.186%
2/12/2026Commonwealth Equity Services LLC37,902$3.91M0.0%-38.3%0.271%
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2/12/2026Daybright Advisory Services Inc.4,087$421K0.1%N/A0.029%
2/12/2026Renaissance Technologies LLC3,200$330K0.0%-31.9%0.023%
2/12/2026Virtue Capital Management LLC2,769$286K0.0%-78.7%0.020%
2/12/2026Wagner 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%
2/12/2026Bank of Montreal Can16,332$1.68M0.0%+57.6%0.117%
2/12/2026Principal Securities Inc.38,450$3.97M0.1%+26.0%0.275%
2/12/2026 Mosley Wealth Management3,283$339K0.2%N/A0.023%
2/12/2026Kovack Advisors Inc.2,235$232K0.0%N/A0.016%
2/11/2026Janney Montgomery Scott LLC5,407$558K0.0%-2.8%0.039%


IYC Institutional Ownership - Frequently Asked Questions

During the previous two years, 291 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 249 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 3,216,171 shares in the last 24 months. This purchase volume represents approximately $326.73M in transactions.

Of the 107 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 3,044,737 shares in the last 24 months. This volume of shares sold represents approximately $312.14M in transactions.


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This page (NYSEARCA:IYC) was last updated on 7/25/2026 by MarketBeat.com Staff.
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