iShares US Consumer DiscretiIYCETF

13F holders, Q2 2026 (June 30)
244holders −8
20new positions
28sold out
2famous investors
$101.10avg. 13F price*

At the end of Q2 2026, 244 institutions reported holding iShares US Consumer Discreti (IYC) in their 13F filings, down 8 from Q1 2026. 20 opened new positions and 28 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($138.5M), PGIM Custom Harvest LLC ($95.1M) and Morgan Stanley ($85.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares US Consumer Discreti
CUSIP
464287580
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 218Q1 2024Q2 2024: 210Q2 2024Q3 2024: 212Q3 2024Q4 2024: 255Q4 2024Q1 2025: 240Q1 2025Q2 2025: 257Q2 2025Q3 2025: 266Q3 2025Q4 2025: 259Q4 2025Q1 2026: 252Q1 2026Q2 2026: 244Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$8.9M
Exits28$19.1M

All 13F filers, Q1 2026 → Q2 2026: 606,054 shares bought and 646,962 shares sold, net −40,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 244 holders

Harel Insurance Investments & Financial Services Ltd. 0.68% Add +29.4% 1,370,279 $138.5M
PGIM Custom Harvest LLC 1.19% Reduce -1.8% 940,197 $95.1M
Morgan Stanley 0.00% Reduce -10.8% 842,331 $85.2M
Bank of America Corp. 0.00% Reduce -12.3% 681,291 $68.9M
UBS Group AG 0.01% Add +5.3% 534,574 $54.0M
Wells Fargo & Company 0.01% Add +0.3% 294,470 $29.8M
Raymond James Financial Inc. 0.01% Reduce -4.6% 202,298 $20.5M
LPL Financial LLC 0.00% Add +0.6% 195,459 $19.8M
Royal Bank of Canada 0.00% Reduce -16.3% 162,274 $16.4M
BNP Paribas Financial Markets 0.01% Add +49.7% 149,715 $15.1M
Goldman Sachs Group Inc. 0.00% Reduce -7.0% 110,143 $11.1M
MML Investors Services, LLC 0.01% Add +15.1% 61,681 $6.2M
Osaic Holdings, Inc. 0.01% Add +13.4% 60,630 $6.1M
Zurich Insurance Group Ltd 0.04% Reduce -4.0% 56,530 $5.7M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -1.5% 54,959 $5.6M
First Citizens Financial Corp 2.08% Reduce -1.1% 49,200 $5.0M
Cottonwood Capital Advisors, LLC 2.95% Add +57.9% 48,382 $4.9M
United Capital Financial Advisors, LLC 0.03% Reduce -0.2% 47,402 $4.8M
Susquehanna International Group, LLP 0.00% Add +62.5% 45,025 $4.6M
Envestnet Asset Management Inc. 0.00% Reduce -25.4% 44,821 $4.5M
JPMorgan Chase & Co. 0.00% Add +37.0% 43,306 $4.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -35.0% 43,113 $4.4M
Banque Transatlantique SA 0.09% New 40,772 $4.1M
AQR Capital Management 0.00% Add +17.0% 39,932 $4.0M
Thrivent Financial for Lutherans 0.01% Add +7.5% 36,326 $3.7M
Citadel Advisors 0.00% Reduce -17.2% 34,158 $3.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.5% 32,958 $3.3M
Southern Capital Advisors, LLC 1.33% Add +1.4% 31,603 $3.2M
Jones Financial Companies LLLP 0.00% Add +15.1% 31,297 $3.1M
S&A Financial Services, Inc. 1.89% Reduce -13.7% 30,645 $3.1M
Principal Securities, Inc. 0.04% Reduce -30.9% 29,934 $3.0M
Commonwealth Equity Services, LLC 0.00% Reduce -8.0% 28,296 $2.9M
Steward Partners Investment Advisory, LLC 0.01% Reduce -50.7% 27,721 $2.8M
Captrust Financial Advisors 0.00% Add +866.6% 24,378 $2.5M
FMR LLC 0.00% Reduce -3.4% 23,276 $2.4M
Stillwater Capital Advisors, LLC 0.23% Reduce -0.1% 21,832 $2.2M
Tritonpoint Wealth, LLC 0.20% Reduce -0.9% 19,810 $2.0M
TritonPoint Partners, LLC 0.17% New 19,810 $2.0M
Patten & Patten Inc. 0.10% Reduce -0.4% 18,614 $1.9M
Citigroup Inc. 0.00% Reduce -2.6% 17,572 $1.8M
Stonebridge Financial Planning Group, LLC 0.54% Reduce -15.1% 16,856 $1.7M
Stifel Financial Corp. 0.00% Add +0.7% 15,435 $1.6M
Mutual Advisors, LLC 0.03% Reduce -0.9% 14,716 $1.5M
BlackRock, Inc. 0.00% Reduce -54.1% 14,702 $1.5M
HighTower Advisors, LLC 0.00% Reduce -1.9% 14,680 $1.5M
Ameriprise Financial Inc. 0.00% Reduce -65.8% 14,647 $1.5M
Garrison Point Advisors, LLC 0.57% Reduce -2.6% 13,970 $1.4M
Spinnaker Trust 0.07% No change 13,928 $1.4M
Strategic Blueprint, LLC 0.07% Reduce -71.1% 13,283 $1.3M
AlphaCore Capital LLC 0.02% Reduce -22.9% 13,223 $1.3M
Arax Advisory Partners 0.01% Add +2033.2% 12,906 $1.3M
Cetera Investment Advisers 0.00% Add +0.7% 12,608 $1.3M
Corient Private Wealth LP 0.00% Add +13.4% 12,371 $1.3M
Creative Planning 0.00% Reduce -4.5% 12,057 $1.2M
AMG National Trust Bank 0.02% Reduce -45.2% 11,702 $1.2M
Whitener Capital Management, Inc. 0.25% Reduce -0.9% 11,643 $1.2M
NewEdge Advisors, LLC 0.00% Reduce -15.1% 11,450 $1.2M
Quantinno Capital Management LP 0.00% Reduce -25.2% 11,297 $1.1M
Lakeshore Capital Group, Inc. 0.84% Reduce -0.3% 11,217 $1.1M
Mariner, LLC 0.00% Reduce -38.3% 11,076 $1.1M
Ameliora Wealth Management Ltd. 0.33% No change 11,000 $1.1M
Asset One Wealth Management LLC 0.12% Add +12.4% 10,969 $1.1M
WESPAC Advisors SoCal, LLC 0.20% Add +3.6% 10,871 $1.1M
&partners 0.00% Add +0.1% 10,504 $1.1M
Bank of Montreal 0.00% Add +0.5% 10,485 $1.1M
Simmons Bank 0.06% No change 10,461 $1.1M
Koshinski Asset Management, Inc. 0.06% No change 10,385 $1.0M
Equitable Holdings, Inc. 0.01% Add +5.2% 10,194 $1.0M
Earned Wealth Advisors, LLC 0.07% No change 10,000 $1.0M
Bartlett & Co. Wealth Management LLC 0.01% Add +3.2% 9,376 $948K
Truist Financial Corp. 0.00% Reduce -27.2% 9,189 $944K
Capital Investment Advisors, LLC 0.01% Reduce -0.1% 9,052 $915K
Mercer Global Advisors Inc. 0.00% Reduce -0.1% 8,731 $883K
Genesee Capital Advisors, LLC 0.28% Reduce -16.2% 8,698 $879K
Anchor Investment Management, LLC 0.06% Add +0.1% 8,505 $860K
Haverford Trust Co 0.01% No change 8,370 $846K
KKM Financial LLC 0.11% Reduce -21.4% 8,275 $837K
Rockefeller Capital Management L.P. 0.00% Reduce -2.8% 8,152 $824K
Pension & Wealth Management Advisors, Inc. 0.22% No change 8,000 $809K
Chevy Chase Trust Holdings, LLC 0.00% No change 7,924 $801K
R2 Capital Strategies, LLC 0.35% — 7,566 $765K
Patton Albertson Miller Group, LLC 0.08% No change 7,551 $763K
Sei Investments Co. 0.00% Add +73.0% 7,402 $748K
Samara Investment Management, LLC 0.68% Add +11.8% 7,316 $740K
Ibex Wealth Advisors 0.06% Reduce -3.4% 7,271 $735K
Private Advisor Group, LLC 0.00% Reduce -5.8% 7,119 $720K
Fifth Third Bancorp 0.00% Reduce -1.7% 7,117 $720K
DAVENPORT & Co LLC 0.00% Reduce -0.0% 6,959 $704K
Signature Estate & Investment Advisors LLC 0.01% Add +0.1% 6,349 $642K
Sonata Capital Group Inc. 0.21% Reduce -3.8% 6,346 $642K
Allen Investment Management, LLC 0.01% No change 6,263 $633K
TD Waterhouse Canada Inc. 0.00% Add +66.1% 6,009 $610K
M&T Bank Corp 0.00% No change 6,000 $607K
Sanctuary Advisors, LLC 0.00% Reduce -42.4% 5,950 $602K
Canvas Wealth Advisors, LLC 0.08% No change 5,584 $565K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,520 $561K
Pettyjohn, Wood & White, Inc. 0.08% No change 5,500 $556K
Daybright Advisory Services, Inc. 0.13% Add +33.8% 5,467 $553K
Janney Montgomery Scott LLC 0.00% Reduce -3.4% 5,296 $535K
Commerce Bank 0.00% Reduce -0.7% 5,248 $531K

"% of holder's portfolio" is IYC's weight in each manager's 13F, not the share of iShares US Consumer Discreti the manager owns.

Show all 244 holders