iShares US Consumer DiscretiIYCETF
13F holders, Q2 2024 (June 30)210holders −8
21new positions
16sold out
2famous investors
$81.32avg. 13F price*
At the end of Q2 2024, 210 institutions reported holding iShares US Consumer Discreti (IYC) in their 13F filings, down 8 from Q1 2024. 21 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($69.3M), PGIM Custom Harvest LLC ($57.5M) and Bank of America Corp. ($55.8M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $7.7M |
| Exits | 16 | $42.8M |
All 13F filers, Q1 2024 → Q2 2024: 555,098 shares bought and 751,966 shares sold, net −196,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 210 holders
| Morgan Stanley | 0.01% | Reduce -1.0% | 852,975 | $69.3M |
| PGIM Custom Harvest LLC | 1.28% | Add +78.2% | 707,707 | $57.5M |
| Bank of America Corp. | 0.01% | Reduce -1.8% | 687,069 | $55.8M |
| UBS Group AG | 0.01% | Reduce -0.7% | 493,063 | $40.1M |
| Wells Fargo & Company | 0.01% | Reduce -1.7% | 280,506 | $22.8M |
| Royal Bank of Canada | 0.00% | Add +8.9% | 191,210 | $15.5M |
| LPL Financial LLC | 0.01% | Add +19.6% | 165,512 | $13.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -20.6% | 144,710 | $11.8M |
| Captrust Financial Advisors | 0.04% | Reduce -3.9% | 135,526 | $11.0M |
| Prospera Financial Services Inc | 0.25% | Add +0.3% | 108,897 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.8% | 90,769 | $7.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +43.3% | 90,297 | $7.3M |
| AE Wealth Management LLC | 0.06% | Reduce -3.9% | 77,604 | $6.3M |
| Brookstone Capital Management | 0.09% | Reduce -4.0% | 63,600 | $5.3M |
| First Citizens Financial Corp | 2.93% | Reduce -0.6% | 60,826 | $4.9M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | Reduce -0.4% | 60,775 | $4.9M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -1.1% | 55,470 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -22.9% | 54,995 | $4.5M |
| Raymond James & Associates | 0.00% | Reduce -10.3% | 52,421 | $4.3M |
| BlackRock Inc. | 0.00% | Reduce -17.4% | 51,351 | $4.2M |
| Three Seasons Wealth, LLC | 2.26% | Reduce -1.2% | 50,302 | $4.1M |
| Southern Capital Advisors, LLC | 2.06% | Add +3.8% | 41,054 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.2% | 38,285 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.4% | 33,445 | $2.7M |
| Jane Street Group, LLC | 0.00% | New | 33,129 | $2.7M |
| Stillwater Capital Advisors, LLC | 0.36% | Reduce -1.6% | 32,096 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +5.3% | 31,262 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.2% | 31,082 | $2.5M |
| Stonebridge Financial Planning Group, LLC | 1.24% | Reduce -4.1% | 30,478 | $2.5M |
| Cottonwood Capital Advisors, LLC | 1.90% | Reduce -2.9% | 29,189 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +157.5% | 29,605 | $2.4M |
| Private Advisor Group, LLC | 0.02% | Add +8.8% | 28,564 | $2.3M |
| WESPAC Advisors SoCal, LLC | 0.54% | Add +8.8% | 26,281 | $2.1M |
| Transatlantique Private Wealth LLC | 0.84% | Reduce -2.7% | 25,298 | $2.1M |
| AMG National Trust Bank | 0.05% | Add +77.8% | 22,400 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -48.2% | 22,348 | $1.8M |
| Tritonpoint Wealth, LLC | 0.17% | Reduce -0.4% | 21,876 | $1.8M |
| Smartleaf Asset Management LLC | 0.27% | Add +19.9% | 20,164 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Add +2.2% | 18,495 | $1.5M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -5.5% | 15,512 | $1.3M |
| Garrison Point Advisors, LLC | 0.82% | Reduce -0.5% | 15,230 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.3% | 15,134 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -19.8% | 14,656 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +7.0% | 14,077 | $1.1M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.2% | 13,978 | $1.1M |
| Spinnaker Trust | 0.07% | No change | 13,928 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -13.6% | 13,804 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -74.9% | 13,775 | $1.1M |
| Gsa Capital Partners LLP | 0.08% | Reduce -5.1% | 13,617 | $1.1M |
| Virtue Capital Management, LLC | 0.19% | Reduce -26.6% | 13,323 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.15% | No change | 13,148 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +0.9% | 13,006 | $1.1M |
| Simmons Bank | 0.08% | No change | 12,906 | $1.0M |
| Bank of Montreal | 0.00% | Reduce -3.8% | 12,773 | $1.0M |
| Optivise Advisory Services LLC | 0.56% | — | 12,794 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +0.2% | 12,732 | $1.0M |
| Citadel Advisors | 0.00% | Add +353.6% | 12,625 | $1.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 12,326 | $1.0M |
| Whitener Capital Management, Inc. | 0.30% | Reduce -0.8% | 12,118 | $985K |
| Citigroup Inc. | 0.00% | Add +997.2% | 11,619 | $944K |
| Retirement Planning Group, LLC | 0.06% | Add +3.8% | 11,291 | $918K |
| Barclays PLC | 0.00% | New | 11,005 | $894K |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 10,348 | $841K |
| KKM Financial LLC | 0.39% | Reduce -9.8% | 10,222 | $820K |
| FMR LLC | 0.00% | Add +1.5% | 10,024 | $815K |
| DAVENPORT & Co LLC | 0.01% | Add +5.9% | 9,781 | $795K |
| Anchor Investment Management, LLC | 0.08% | Reduce -0.1% | 9,625 | $782K |
| Renaissance Technologies | 0.00% | Reduce -11.9% | 9,600 | $780K |
| Capital Investment Advisors, LLC | 0.02% | Add +2.2% | 9,427 | $766K |
| Two Sigma Advisers, LP | 0.00% | New | 9,000 | $732K |
| M&T Bank Corp | 0.00% | No change | 8,683 | $706K |
| Adell Harriman & Carpenter Inc. | 0.05% | No change | 8,560 | $696K |
| Comerica Bank | 0.00% | Add +7.1% | 8,434 | $686K |
| Haverford Trust Co | 0.01% | No change | 8,370 | $680K |
| Patten & Patten Inc. | 0.05% | Reduce -1.9% | 8,242 | $670K |
| Creative Planning | 0.00% | Add +1.6% | 8,203 | $667K |
| Qube Research & Technologies Ltd | 0.00% | Add +16.9% | 7,984 | $649K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.3% | 7,621 | $619K |
| Sonata Capital Group Inc. | 0.32% | No change | 7,596 | $617K |
| Laidlaw Wealth Management LLC | 0.33% | Add +2.3% | 7,341 | $597K |
| Principal Securities, Inc. | 0.02% | Add +2.5% | 7,242 | $589K |
| Sigma Planning Corp | 0.02% | Reduce -1.3% | 7,003 | $569K |
| WealthBridge Capital Management, LLC | 0.18% | Reduce -12.8% | 6,796 | $552K |
| Cwm, LLC | 0.00% | Add +2.5% | 6,683 | $543K |
| L & S Advisors Inc | 0.07% | Reduce -0.2% | 6,563 | $533K |
| Horizon Family Wealth, Inc. | 0.41% | No change | 6,556 | $533K |
| GTS Securities LLC | 0.01% | Add +98.9% | 6,537 | $531K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -60.1% | 6,379 | $530K |
| Blair William & Co. | 0.00% | Add +38.8% | 6,439 | $523K |
| Summit X, LLC | 0.12% | Reduce -2.6% | 6,341 | $516K |
| Navellier & Associates Inc. | 0.06% | Reduce -6.0% | 5,898 | $479K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.3% | 5,866 | $477K |
| Sanctuary Advisors, LLC | 0.00% | — | 6,027 | $472K |
| SPC Financial, Inc. | 0.04% | Reduce -5.5% | 5,790 | $471K |
| Advisory Services Network, LLC | 0.01% | Reduce -19.5% | 5,762 | $468K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +4696.6% | 5,660 | $460K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.0% | 5,641 | $458K |
| Canvas Wealth Advisors, LLC | 0.14% | No change | 5,584 | $454K |
| Mariner, LLC | 0.00% | Reduce -4.0% | 5,574 | $453K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,520 | $449K |
"% of holder's portfolio" is IYC's weight in each manager's 13F, not the share of iShares US Consumer Discreti the manager owns.