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

iShares U.S. Consumer Discretionary ETF logo
$97.02 -0.70 (-0.72%)
As of 01:45 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)
141
Total
Institutional Inflows
(last 12 months)
$193.94M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$275.41M
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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
10/14/2026First Citizens Bank & Trust Co.3,975$377K0.0%N/A0.032%
10/10/2026Atlas Brown Inc.2,531$240K0.1%N/A0.020%
10/8/2026Farther Finance Advisors LLC2,068$196K0.0%-44.3%0.017%
10/8/2026CoreCap Advisors LLC4,897$464K0.0%+8.4%0.040%
10/7/2026North Point Portfolio Managers Corp OH268$25K0.0%N/A0.002%
10/5/2026Ferguson Wellman Capital Management Inc.53,428$5.06M0.1%N/A0.434%
10/2/2026 First Citizens Financial Corp48,842$4.63M2.0%-0.7%0.397%
9/23/2026Envestnet Asset Management Inc.44,821$4.53M0.0%-25.4%0.375%
9/9/2026Integrated Wealth Concepts LLC4,589$464K0.0%N/A0.039%
9/9/2026NewEdge Advisors LLC11,450$1.16M0.0%-15.1%0.097%
9/9/2026IFP Advisors Inc1,467$148K0.0%-31.0%0.012%
9/9/2026Baird Financial Group Inc.3,981$402K0.0%-8.1%0.034%
9/2/2026Citadel Advisors LLC34,158$3.45M0.0%-17.2%0.289%
8/27/2026Corient Private Wealth LP12,371$1.25M0.0%+13.5%0.105%
8/23/2026HB Wealth Management LLC2,296$232K0.0%N/A0.019%
8/22/2026Compass Financial Management LLC1,361$138K0.0%N/A0.012%
8/22/2026TD Waterhouse Canada Inc.6,009$610K0.0%+66.1%0.051%
8/22/2026Concurrent Investment Advisors LLC4,771$482K0.0%-8.3%0.040%
8/21/2026Greenspring Advisors LLC1,994$202K0.0%N/A0.017%
8/21/2026Chesapeake Wealth Management2,346$237K0.1%-21.6%0.020%
8/12/2026Compass Financial Management LLC1,361$138K0.0%N/A0.012%
7/10/2026Whitener 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%0.417%
7/7/2026Dynamic 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%
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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%
5/6/2026Independent 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%
5/1/2026Ferguson 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%
4/27/2026Apeiron 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%
4/23/2026Apollon Wealth Management LLC2,671$259K0.0%N/A0.023%
4/21/2026Balance Wealth LLC2,910$282K0.1%+20.3%0.025%
4/18/2026CENTRAL TRUST Co340$33K0.0%+70.0%0.003%
4/17/2026WealthBridge Capital Management LLC2,700$262K0.1%-22.0%0.023%
4/17/2026Cottonwood Capital Advisors LLC30,641$2.97M2.1%+13.9%0.263%
4/16/2026Southern Capital Advisors LLC31,174$3.02M1.4%-26.7%0.268%
4/16/2026Redstone Wealth Management LLC7,555$732K0.6%-1.7%0.064%
4/15/2026WESPAC 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%
2/18/2026First 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%
2/17/2026MinichMacGregor 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%
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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%


IYC Institutional Ownership - Frequently Asked Questions

During the previous two years, 292 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 247 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 1,887,574 shares in the last 24 months. This purchase volume represents approximately $193.94M in transactions.

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: 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), Bank of America Corp DE ($108.74K), Morgan Stanley ($102.69K), and Royal Bank of Canada ($80.05K).

Institutional investors have sold a total of 2,675,925 shares in the last 24 months. This volume of shares sold represents approximately $275.41M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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