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

$80.63
+0.75 (+0.94%)
(As of 07/26/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares U.S. Consumer Discretionary ETF (NYSEARCA:IYC)

Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$182.98M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$27.45M
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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
7/26/2024Cambridge Investment Research Advisors Inc.13,775$1.12M0.0%-74.9%0.115%
7/26/2024 Bank of New York Mellon Corp4,682$381K0.0%N/A0.039%
7/25/2024 AMG National Trust Bank22,400$1.82M0.0%+77.8%0.187%
7/25/2024 Southern Capital Advisors LLC41,054$3.34M2.1%+3.8%0.344%
7/24/2024 Family Firm Inc.1,972$160K0.0%N/A0.017%
7/23/2024 WESPAC Advisors SoCal LLC26,281$2.14M0.5%+8.8%0.220%
7/22/2024 Chevy Chase Trust Holdings LLC4,024$327K0.0%-41.9%0.034%
7/20/2024 Raymond James Financial Services Advisors Inc.144,710$11.76M0.0%-20.6%1.211%
7/19/2024 Raymond James & Associates52,421$4.26M0.0%-10.3%0.439%
7/18/2024 Brookstone Capital Management63,600$5.32M0.1%-4.0%0.532%
7/17/2024 Cottonwood Capital Advisors LLC29,189$2.43M1.9%-2.9%0.244%
7/16/2024 Ferguson Wellman Capital Management Inc.60,775$4.94M0.1%-0.4%0.509%
7/16/2024 Wealth Enhancement Advisory Services LLC3,283$267K0.0%-10.8%0.027%
7/13/2024 Retirement Planning Group LLC11,291$918K0.1%+3.8%0.094%
7/12/2024 Capital Investment Advisors LLC9,427$766K0.0%+2.2%0.079%
7/11/2024 Global Trust Asset Management LLC365$30K0.0%N/A0.003%
7/11/2024 Stillwater Capital Advisors LLC32,096$2.61M0.4%-1.6%0.269%
7/11/2024 CX Institutional2,981$242K0.0%N/A0.025%
7/10/2024 CWM LLC6,683$543K0.0%+2.5%0.056%
5/31/2024 First Citizens Financial Corp61,217$5.02M3.0%+1.5%0.512%
5/24/2024Cetera Advisors LLC7,859$644K0.0%N/A0.066%
5/14/2024EP Wealth Advisors LLC4,339$356K0.0%-5.0%0.036%
5/11/2024Patten & Patten Inc. TN8,397$688K0.0%+8.9%0.066%
5/10/2024Pinkerton Retirement Specialists LLC82,451$6.76M1.1%+27.9%0.647%
5/10/2024Garrison Point Advisors LLC15,300$1.25M0.8%+1.4%0.120%
5/10/2024Horizon Family Wealth Inc.6,556$537K0.4%+25.4%0.051%
5/9/2024 Koshinski Asset Management Inc.16,004$1.31M0.1%N/A0.126%
5/8/2024AMJ Financial Wealth Management4,775$391K0.1%N/A0.037%
5/7/2024Concurrent Investment Advisors LLC59,279$4.86M0.2%+2.5%0.465%
5/3/2024 Southern Capital Advisors LLC39,549$3.24M2.0%+3.0%0.310%
5/3/2024 Chevy Chase Trust Holdings LLC6,924$568K0.0%N/A0.054%
5/3/2024GSA Capital Partners LLP14,351$1.18M0.1%+10.5%0.113%
5/2/2024Mutual Advisors LLC18,102$1.48M0.0%-1.0%0.142%
5/2/2024Moloney Securities Asset Management LLC49,175$4.03M0.6%N/A0.386%
5/1/2024 Janney Montgomery Scott LLC5,945$487K0.0%-3.9%0.047%
4/30/2024Private Advisor Group LLC26,248$2.15M0.0%+152.5%0.206%
4/30/2024Norden Group LLC79,383$6.51M0.5%N/A0.623%
4/30/2024WealthBridge Capital Management LLC7,796$639K0.2%-8.4%0.061%
4/29/2024Commonwealth Equity Services LLC92,446$7.58M0.0%+4.2%0.725%
4/27/2024Kellett Wealth Advisors LLC65,878$5.40M3.7%+20.4%0.517%
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4/26/2024Advisors Management Group Inc. ADV2,791$229K0.1%-4.9%0.022%
4/26/2024 Cottonwood Capital Advisors LLC30,053$2.34M1.8%-2.2%0.236%
4/26/2024 Clear Creek Financial Management LLC11,469$940K0.1%+22.5%0.090%
4/26/2024Tritonpoint Wealth LLC21,971$1.80M0.2%+4.0%0.172%
4/25/2024Cambridge Investment Research Advisors Inc.54,827$4.49M0.0%+27.6%0.437%
4/24/2024Patton Albertson Miller Group LLC13,148$1.08M0.2%-8.1%0.105%
4/23/2024 Raymond James Financial Services Advisors Inc.182,314$14.94M0.0%+31.8%1.453%
4/22/2024 Outlook Wealth Advisors LLC9,845$807K0.2%N/A0.078%
4/22/2024 Raymond James & Associates58,420$4.79M0.0%+9.0%0.465%
4/18/2024 WESPAC Advisors SoCal LLC24,156$1.98M0.5%-6.0%0.192%
4/15/2024 Brookstone Capital Management66,278$5.43M0.1%+63.8%0.528%
4/15/2024Sunbelt Securities Inc.16,420$1.35M0.2%+10.0%0.131%
4/12/2024 Pacifica Partners Inc.327$27K0.0%N/A0.003%
4/10/2024 LexAurum Advisors LLC2,905$238K0.1%-5.5%0.023%
4/9/2024 Ferguson Wellman Capital Management Inc.61,045$5.00M0.1%-8.2%0.505%
4/8/2024 Atlas Brown Inc.2,497$205K0.1%N/A0.021%
3/22/2024PNC Financial Services Group Inc.4,079$309K0.0%+10.3%0.034%
3/22/2024 Cooksen Wealth LLC341$26K0.0%N/A0.003%
3/14/2024 Ables Iannone Moore & Associates Inc.545$41K0.0%N/A0.005%
2/28/2024EP Wealth Advisors LLC4,568$346K0.0%+4.2%0.038%
2/23/2024Chicago Partners Investment Group LLC2,985$223K0.0%N/A0.025%
2/14/2024Connectus Wealth LLC59,506$4.51M0.1%N/A0.492%
2/13/20241832 Asset Management L.P.190,700$14.45M0.0%+12,554.3%1.576%
2/13/2024Holderness Investments Co.2,725$206K0.1%N/A0.023%
2/13/2024CWA Asset Management Group LLC17,696$1.34M0.1%N/A0.146%
2/12/2024Laidlaw Wealth Management LLC7,173$543K0.2%+3.2%0.059%
2/12/2024Focus Financial Network Inc. ADV2,732$207K0.0%N/A0.023%
2/12/2024Steward Partners Investment Advisory LLC15,510$1.18M0.0%-40.3%0.128%
2/9/2024Advisory Services Network LLC12,185$923K0.0%-47.5%0.101%
2/9/2024Cambridge Investment Research Advisors Inc.42,964$3.26M0.0%+276.1%0.355%
2/9/2024Balboa Wealth Partners17,455$1.32M0.4%N/A0.144%
2/9/2024Nemes Rush Group LLC593$45K0.0%N/A0.005%
2/9/2024Corient Private Wealth LLC12,971$983K0.0%+24.2%0.107%
2/9/2024Wells Fargo & Company MN289,342$21.92M0.0%+2.1%2.391%
2/9/2024UBS Group AG479,312$36.32M0.0%+8.0%3.961%
2/9/2024PNC Financial Services Group Inc.4,079$309K0.0%+10.3%0.034%
2/8/2024Summit X LLC6,535$493K0.1%-3.0%0.054%
2/8/2024Great Lakes Advisors LLC14,046$1.06M0.0%-2.9%0.116%
2/8/2024Atlantic Edge Private Wealth Management LLC580$44K0.0%N/A0.005%
2/8/2024 First Heartland Consultants Inc.14,733$1.12M0.1%-41.3%0.122%
2/8/2024Navellier & Associates Inc.6,038$457K0.1%N/A0.050%
2/8/2024Meridian Wealth Management LLC6,591$499K0.0%-50.0%0.054%
2/7/2024 Envestnet Portfolio Solutions Inc.3,313$251K0.0%N/A0.027%
2/7/2024Sonata Capital Group Inc.7,596$576K0.3%-16.5%0.063%
2/7/2024Principal Securities Inc.6,910$524K0.0%N/A0.057%
2/6/2024Private Advisor Group LLC10,395$788K0.0%+3.3%0.086%
2/6/2024One Charles Private Wealth Services LLC4,556$345K0.2%N/A0.038%
2/5/2024Stonebridge Financial Planning Group LLC33,127$2.51M1.4%-6.5%0.274%
2/2/2024Truist Financial Corp19,788$1.50M0.0%-8.0%0.164%
2/2/2024VCI Wealth Management LLC15,105$1.15M0.7%N/A0.125%
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2/2/2024 Atria Wealth Solutions Inc.4,026$305K0.0%+6.1%0.033%
2/1/2024 CWM LLC6,522$494K0.0%+5.6%0.054%
1/31/2024Kellett Wealth Advisors LLC54,713$4.15M3.1%+671.9%0.452%
1/29/2024Meitav Investment House Ltd.4,700$356K0.0%-8.7%0.039%
1/26/2024Cerity Partners LLC4,357$330K0.0%N/A0.036%
1/26/2024Advisors Management Group Inc. ADV2,934$222K0.1%N/A0.024%
1/26/2024WESPAC Advisors LLC5,642$427K0.3%N/A0.047%
1/25/2024International Assets Investment Management LLC63,647$4.82M0.0%N/A0.526%
1/25/2024 WESPAC Advisors SoCal LLC25,705$1.95M0.6%+1.0%0.212%
1/25/2024Pinkerton Retirement Specialists LLC64,449$4.88M0.9%N/A0.533%
(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, 189 institutional investors and hedge funds held shares of iShares U.S. Consumer Discretionary ETF. The most heavily invested institutionals were The Manufacturers Life Insurance Company ($63.75M), Bank of America Corp DE ($43.12M), UBS Group AG ($36.32M), Wells Fargo & Company MN ($21.92M), 1832 Asset Management L.P. ($14.45M), PGIM Custom Harvest LLC ($14.43M), and M&T Bank Corp ($14.30M).Learn more on IYC's institutional investors.

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

Of the 155 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 ($952.22K), M&T Bank Corp ($254.71K), 1832 Asset Management L.P. ($189.19K), LPL Financial LLC ($184.63K), Bank of America Corp DE ($176.27K), International Assets Investment Management LLC ($127.29K), and Pinkerton Retirement Specialists LLC ($101.67K).

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

Institutional investors have bought a total of 3,871,597 shares in the last 24 months. This purchase volume represents approximately $261.18M in transactions.

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

Of the 89 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: Royal Bank of Canada ($370.88K), LPL Financial LLC ($178.91K), Kesler Norman & Wride LLC ($88.80K), Quattro Financial Advisors LLC ($87.39K), Wells Fargo & Company MN ($84.31K), Raymond James Financial Services Advisors Inc. ($61.02K), and Cambridge Investment Research Advisors Inc. ($55.84K).

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

Institutional investors have sold a total of 1,570,649 shares in the last 24 months. This volume of shares sold represents approximately $97.71M in transactions.


This page (NYSEARCA:IYC) was last updated on 7/27/2024 by MarketBeat.com Staff

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