iShares US Consumer DiscretiIYCETF
13F holders, Q1 2024 (March 31)218holders
2famous investors
$81.85avg. 13F price*
At the end of Q1 2024, 218 institutions reported holding iShares US Consumer Discreti (IYC) in their 13F filings. The largest holders were Morgan Stanley ($70.6M), Bank of America Corp. ($57.4M) and UBS Group AG ($40.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US Consumer Discreti
- CUSIP
- 464287580
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $65.4M |
| Exits | 23 | $28.4M |
Ownership 218 holders
| Morgan Stanley | 0.01% | Add +1.8% | 861,688 | $70.6M |
| Bank of America Corp. | 0.01% | Reduce -1.7% | 699,945 | $57.4M |
| UBS Group AG | 0.01% | Add +3.6% | 496,735 | $40.7M |
| PGIM Custom Harvest LLC | 0.81% | Reduce -4.5% | 397,118 | $32.6M |
| Manufacturers Life Insurance Company, The | 0.03% | New | 395,056 | $32.4M |
| Wells Fargo & Company | 0.01% | Reduce -1.3% | 285,487 | $23.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +31.8% | 182,314 | $14.9M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 175,646 | $14.4M |
| Captrust Financial Advisors | 0.04% | Reduce -0.8% | 141,059 | $11.6M |
| LPL Financial LLC | 0.01% | Reduce -17.6% | 138,384 | $11.3M |
| Prospera Financial Services Inc | 0.27% | New | 108,526 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.2% | 92,446 | $7.6M |
| Pinkerton Wealth, LLC | 1.09% | Add +27.9% | 82,451 | $6.8M |
| AE Wealth Management LLC | 0.07% | Reduce -16.9% | 80,725 | $6.6M |
| Townsquare Capital LLC | 0.10% | Add +57.9% | 80,219 | $6.6M |
| Norden Group LLC | 1.32% | New | 79,383 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +0.4% | 71,370 | $5.9M |
| Brookstone Capital Management | 0.10% | Add +63.8% | 66,278 | $5.4M |
| Kellett Wealth Advisors, LLC | 3.74% | Add +20.4% | 65,878 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.9% | 63,023 | $5.2M |
| BlackRock Inc. | 0.00% | Add +75.5% | 62,138 | $5.1M |
| First Citizens Financial Corp | 2.98% | Add +1.6% | 61,217 | $5.0M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | Reduce -8.2% | 61,045 | $5.0M |
| Concurrent Investment Advisors, LLC | 0.20% | Add +2.5% | 59,279 | $4.9M |
| Raymond James & Associates | 0.00% | Add +9.0% | 58,420 | $4.8M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -6.6% | 56,077 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +27.6% | 54,827 | $4.5M |
| Three Seasons Wealth, LLC | 2.87% | Add +47.1% | 50,900 | $4.1M |
| Sharp Wealth Advisory, LLC | 3.79% | Add +13.6% | 49,743 | $4.1M |
| Moloney Securities Asset Management, LLC | 0.61% | New | 49,175 | $4.0M |
| Eaton Financial Holdings Company, LLC | 1.84% | New | 43,290 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +76.0% | 43,163 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.3% | 43,100 | $3.5M |
| Southern Capital Advisors, LLC | 1.97% | Add +3.0% | 39,549 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -1.6% | 34,259 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.3% | 32,794 | $2.7M |
| Stillwater Capital Advisors, LLC | 0.40% | No change | 32,622 | $2.7M |
| Stonebridge Financial Planning Group, LLC | 1.38% | Reduce -4.1% | 31,774 | $2.6M |
| Balboa Wealth Partners | 0.80% | Add +76.2% | 30,747 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +3.5% | 29,696 | $2.4M |
| Cottonwood Capital Advisors, LLC | 1.86% | Reduce -2.2% | 30,053 | $2.3M |
| Independent Financial Group, LLC | 0.11% | Reduce -9.2% | 27,965 | $2.3M |
| Private Advisor Group, LLC | 0.02% | Add +152.5% | 26,248 | $2.2M |
| Transatlantique Private Wealth LLC | 0.93% | Add +9.9% | 25,992 | $2.1M |
| WESPAC Advisors SoCal, LLC | 0.52% | Reduce -6.0% | 24,156 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +20.7% | 18,268 | $1.5M |
| Mutual Advisors, LLC | 0.05% | Reduce -1.0% | 18,102 | $1.5M |
| Virtue Capital Management, LLC | 0.26% | Reduce -19.7% | 18,139 | $1.4M |
| Tritonpoint Wealth, LLC | 0.15% | Add +4.0% | 21,971 | $1.4M |
| Smartleaf Asset Management LLC | 0.27% | New | 16,818 | $1.4M |
| Sunbelt Securities, Inc. | 0.15% | Add +9.9% | 16,420 | $1.3M |
| Koshinski Asset Management, Inc. | 0.13% | New | 16,004 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -19.2% | 15,984 | $1.3M |
| Garrison Point Advisors, LLC | 0.81% | Add +1.4% | 15,300 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.2% | 15,174 | $1.2M |
| Gsa Capital Partners LLP | 0.09% | Add +10.5% | 14,351 | $1.2M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.3% | 14,003 | $1.1M |
| Spinnaker Trust | 0.07% | No change | 13,928 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -10.3% | 13,277 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.06% | New | 13,161 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.16% | Reduce -8.1% | 13,148 | $1.1M |
| Simmons Bank | 0.08% | No change | 12,906 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -0.7% | 12,883 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.7% | 12,708 | $1.0M |
| VCI Wealth Management LLC | 0.70% | Reduce -16.4% | 12,626 | $1.0M |
| AMG National Trust Bank | 0.03% | No change | 12,600 | $1.0M |
| Whitener Capital Management, Inc. | 0.33% | Add +0.6% | 12,216 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.6% | 11,496 | $942K |
| Clear Creek Financial Management, LLC | 0.12% | Add +22.5% | 11,469 | $940K |
| KKM Financial LLC | 0.45% | No change | 11,336 | $929K |
| Renaissance Technologies | 0.00% | Add +28.2% | 10,900 | $893K |
| Retirement Planning Group, LLC | 0.07% | No change | 10,880 | $892K |
| Stifel Financial Corp. | 0.00% | Reduce -4.6% | 10,569 | $866K |
| Foundations Investment Advisors, LLC | 0.02% | New | 10,291 | $844K |
| FMR LLC | 0.00% | Reduce -8.4% | 9,876 | $810K |
| Outlook Wealth Advisors, LLC | 0.25% | New | 9,845 | $807K |
| Anchor Investment Management, LLC | 0.08% | Reduce -0.7% | 9,637 | $790K |
| DAVENPORT & Co LLC | 0.00% | Add +18.1% | 9,235 | $757K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -4.6% | 9,226 | $756K |
| M&T Bank Corp | 0.00% | No change | 8,683 | $712K |
| WESPAC Advisors, LLC | 0.41% | Add +52.1% | 8,579 | $703K |
| Adell Harriman & Carpenter Inc. | 0.06% | Reduce -6.1% | 8,560 | $702K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +110.8% | 8,485 | $696K |
| Patten & Patten Inc. | 0.05% | Add +8.9% | 8,397 | $688K |
| Haverford Trust Co | 0.01% | No change | 8,370 | $686K |
| Creative Planning | 0.00% | Add +0.1% | 8,070 | $662K |
| Eagle Strategies LLC | 0.14% | New | 7,961 | $653K |
| Comerica Bank | 0.00% | Add +0.1% | 7,878 | $646K |
| WealthBridge Capital Management, LLC | 0.22% | Reduce -8.4% | 7,796 | $639K |
| Sonata Capital Group Inc. | 0.28% | No change | 7,596 | $623K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.4% | 7,451 | $611K |
| Laidlaw Wealth Management LLC | 0.33% | No change | 7,173 | $588K |
| Advisory Services Network, LLC | 0.01% | Reduce -41.3% | 7,158 | $587K |
| Sigma Planning Corp | 0.02% | New | 7,095 | $582K |
| Principal Securities, Inc. | 0.02% | Add +2.3% | 7,069 | $579K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 6,924 | $568K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -72.3% | 6,828 | $560K |
| Meridian Wealth Management, LLC | 0.09% | Add +0.0% | 6,592 | $540K |
| L & S Advisors Inc | 0.07% | New | 6,576 | $539K |
| Horizon Family Wealth, Inc. | 0.41% | Add +25.4% | 6,556 | $537K |
"% of holder's portfolio" is IYC's weight in each manager's 13F, not the share of iShares US Consumer Discreti the manager owns.