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

iShares U.S. Consumer Discretionary ETF logo
$101.71 +0.19 (+0.19%)
As of 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)
175
Total
Institutional Inflows
(last 12 months)
$390.62M
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$302.06M
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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
5/5/2026Bank 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%
5/4/2026 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%
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%
3/10/2026Advisortrust 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%
2/26/2026 Anchor 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%
2/18/2026First 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%
2/17/2026 WealthCare 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%
2/16/2026 MML Investors Services LLC414,848$42.78M0.1%+12.5%2.963%
2/16/2026Mariner LLC18,590$1.92M0.0%-41.7%0.133%
2/16/2026Garrison Point Advisors LLC14,343$1.48M0.7%+3.1%0.102%
2/16/2026Arax Advisory Partners4,820$497K0.0%N/A0.034%
2/16/2026 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%
2/13/2026Stifel 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%
2/12/2026 Commonwealth Equity Services LLC37,902$3.91M0.0%-38.3%0.271%
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%
2/11/2026 Janney Montgomery Scott LLC5,407$558K0.0%-2.8%0.039%
2/11/2026 Outlook Wealth Advisors LLC11,111$1.15M0.3%+1.5%0.079%
2/11/2026LPL Financial LLC187,398$19.33M0.0%+16.8%1.339%
2/10/2026Lido Advisors LLC2,541$263K0.0%N/A0.018%
2/10/2026Transatlantique Private Wealth LLC40,819$4.21M1.3%+18.0%0.292%
2/10/2026Goldman Sachs Group Inc.111,607$11.51M0.0%-5.0%0.797%
2/10/2026Allen Investment Management LLC6,263$646K0.0%N/A0.045%
2/10/2026Northwestern Mutual Wealth Management Co.38,743$4.00M0.0%-5.0%0.277%
2/10/2026Moors & Cabot Inc.5,858$604K0.0%-9.6%0.042%
2/9/2026Harbour Investments Inc.14,438$1.49M0.0%-7.4%0.103%
2/9/2026Annis Gardner Whiting Capital Advisors LLC436$45K0.0%N/A0.003%
2/9/2026Glenview Trust Co4,704$485K0.0%+53.3%0.034%
2/9/2026 Redstone Wealth Management LLC7,682$792K0.6%N/A0.055%
2/9/2026 Prospera Financial Services Inc118,740$12.25M0.2%-6.0%0.848%
2/6/2026 IFP Advisors Inc2,124$219K0.0%-6.7%0.015%
2/6/2026 Muirfield Wealth Advisors LLC8,305$857K0.6%+31.5%0.059%
2/6/2026PNC Financial Services Group Inc.5,254$542K0.0%-30.0%0.038%
2/5/2026AlphaCore Capital LLC181,898$18.76M0.4%+1,653,518.2%1.299%
2/5/2026Northwestern Mutual Wealth Management Co.188,009$19.39M0.0%+361.2%1.343%
2/5/2026 Pinnacle Associates Ltd.2,165$223K0.0%-13.4%0.015%
2/5/2026 Simmons Bank11,212$1.16M0.1%-1.0%0.080%
2/5/2026Stonebridge Financial Planning Group LLC20,823$2.15M0.8%-7.1%0.149%
2/3/2026 Apeiron RIA LLC7,853$822K0.2%-12.0%0.056%
2/3/2026 Patten & Patten Inc. TN18,719$1.93M0.1%-1.7%0.134%
2/3/2026Harel Insurance Investments & Financial Services Ltd.939,199$96.86M0.8%-48.9%6.709%
2/2/2026 Truist Financial Corp12,479$1.29M0.0%-2.6%0.089%


IYC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYC shares?

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 ($90.82M), 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.

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

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).

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

Institutional investors have bought a total of 3,923,361 shares in the last 24 months. This purchase volume represents approximately $390.62M in transactions.

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

Of the 114 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), Morgan Stanley ($102.69K), and BNP Paribas Financial Markets ($99.30K).

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

Institutional investors have sold a total of 2,951,365 shares in the last 24 months. This volume of shares sold represents approximately $302.06M in transactions.



This page (NYSEARCA:IYC) was last updated on 5/5/2026 by MarketBeat.com Staff.
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