iShares US Consumer DiscretiIYCETF
13F holders, Q4 2024 (December 31)255holders +43
47new positions
11sold out
$96.15avg. 13F price*
At the end of Q4 2024, 255 institutions reported holding iShares US Consumer Discreti (IYC) in their 13F filings, up 43 from Q3 2024. 47 opened new positions and 11 sold out. The largest holders were FIL Ltd ($115.3M), Morgan Stanley ($86.1M) and PGIM Custom Harvest LLC ($80.1M).
- Company
- iShares US Consumer Discreti
- CUSIP
- 464287580
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $265.5M |
| Exits | 11 | $76.2M |
All 13F filers, Q3 2024 → Q4 2024: 3,782,549 shares bought and 1,285,856 shares sold, net +2,496,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| FIL Ltd | 0.11% | New | 1,198,865 | $115.3M |
| Morgan Stanley | 0.01% | Add +9.1% | 895,709 | $86.1M |
| PGIM Custom Harvest LLC | 1.57% | Reduce -4.7% | 833,422 | $80.1M |
| HSBC Holdings PLC | 0.04% | New | 692,460 | $66.6M |
| Bank of America Corp. | 0.01% | Reduce -4.4% | 677,129 | $65.1M |
| UBS Group AG | 0.01% | Add +1.9% | 508,346 | $48.9M |
| Wells Fargo & Company | 0.01% | Add +2.3% | 284,697 | $27.4M |
| True Freedom Investing, LLC | 11.00% | — | 263,722 | $25.4M |
| MML Investors Services, LLC | 0.08% | Add +593.4% | 228,527 | $22.0M |
| Raymond James Financial Inc. | 0.01% | — | 224,269 | $21.6M |
| Royal Bank of Canada | 0.00% | Add +17.2% | 205,995 | $19.8M |
| Prospera Financial Services Inc | 0.42% | Add +72.5% | 187,736 | $18.0M |
| SPC Financial, Inc. | 1.50% | Add +3152.2% | 178,544 | $17.2M |
| LPL Financial LLC | 0.01% | Add +26.2% | 167,941 | $16.1M |
| Captrust Financial Advisors | 0.04% | Reduce -2.8% | 154,120 | $14.8M |
| Camarda Financial Advisors, LLC | 5.25% | New | 145,296 | $14.0M |
| Pinkerton Wealth, LLC | 1.68% | New | 120,291 | $11.6M |
| Advisory Services Network, LLC | 0.21% | Add +1937.1% | 117,376 | $11.3M |
| Osaic Holdings, Inc. | 0.02% | Add +102.7% | 108,275 | $10.4M |
| Townsquare Capital LLC | 0.11% | New | 99,782 | $9.6M |
| Norden Group LLC | 1.08% | New | 99,046 | $9.5M |
| Stifel Financial Corp. | 0.01% | Add +52.8% | 78,678 | $7.6M |
| Moloney Securities Asset Management, LLC | 0.92% | New | 70,547 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.4% | 67,726 | $6.5M |
| 1 North Wealth Services LLC | 2.74% | — | 67,342 | $6.5M |
| AE Wealth Management LLC | 0.05% | Reduce -18.6% | 66,986 | $6.4M |
| Ferguson Wellman Capital Management, Inc. | 0.11% | Add +0.5% | 60,337 | $5.8M |
| Ocean Park Asset Management, LLC | 0.20% | New | 60,211 | $5.8M |
| First Citizens Financial Corp | 3.12% | Reduce -3.1% | 59,821 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.1% | 57,634 | $5.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -59.3% | 54,854 | $5.3M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -1.6% | 53,813 | $5.2M |
| BlackRock, Inc. | 0.00% | Add +40.7% | 53,477 | $5.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -2.0% | 50,000 | $4.8M |
| Cadent Capital Advisors, LLC | 1.47% | New | 43,720 | $4.2M |
| Southern Capital Advisors, LLC | 2.30% | Add +3.0% | 43,229 | $4.2M |
| RPS Advisory Solutions LLC | 2.42% | Add +529.8% | 40,500 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Add +94.2% | 38,593 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 37,598 | $3.6M |
| CoreCap Advisors, LLC | 0.16% | Add +561.6% | 37,173 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +313.3% | 34,012 | $3.3M |
| Transatlantique Private Wealth LLC | 1.17% | Add +10.1% | 32,152 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +144.8% | 32,095 | $3.1M |
| Eaton Financial Holdings Company, LLC | 1.12% | Reduce -1.1% | 30,353 | $2.9M |
| Stillwater Capital Advisors, LLC | 0.35% | Add +13.0% | 29,290 | $2.8M |
| Stonebridge Financial Planning Group, LLC | 1.24% | Reduce -3.3% | 28,961 | $2.8M |
| WESPAC Advisors SoCal, LLC | 0.61% | Add +40.8% | 28,185 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +16.5% | 27,444 | $2.6M |
| Cottonwood Capital Advisors, LLC | 1.77% | Reduce -1.9% | 25,665 | $2.5M |
| Independent Financial Group, LLC | 0.08% | Add +893.0% | 25,491 | $2.5M |
| Ibex Wealth Advisors | 0.27% | New | 24,093 | $2.3M |
| Balboa Wealth Partners | 0.52% | New | 23,551 | $2.3M |
| Tritonpoint Wealth, LLC | 0.19% | Reduce -0.4% | 22,200 | $2.1M |
| Fig Financial Advisory Services Inc. | 1.35% | — | 20,717 | $2.0M |
| Mutual Advisors, LLC | 0.05% | Add +6.7% | 16,658 | $1.6M |
| Smartleaf Asset Management LLC | 0.16% | Add +10.3% | 16,528 | $1.6M |
| Glenview Trust Co | 0.03% | New | 16,417 | $1.6M |
| Clear Creek Financial Management, LLC | 0.16% | New | 15,836 | $1.5M |
| Sunbelt Securities, Inc. | 0.13% | Add +4.2% | 15,589 | $1.5M |
| Garrison Point Advisors, LLC | 0.69% | Reduce -0.8% | 15,135 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.2% | 15,103 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +71.7% | 14,842 | $1.4M |
| Spinnaker Trust | 0.08% | No change | 13,928 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 13,713 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.6% | 13,712 | $1.3M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -4.2% | 13,332 | $1.3M |
| Patton Albertson Miller Group, LLC | 0.17% | No change | 13,148 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -9.7% | 13,096 | $1.3M |
| Optivise Advisory Services LLC | 0.68% | No change | 13,034 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +6.1% | 12,686 | $1.2M |
| Mariner, LLC | 0.00% | Add +6.8% | 12,647 | $1.2M |
| AMG National Trust Bank | 0.03% | Reduce -1.2% | 12,502 | $1.2M |
| Simmons Bank | 0.09% | Reduce -3.9% | 12,290 | $1.2M |
| Whitener Capital Management, Inc. | 0.32% | Add +0.5% | 11,867 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.7% | 11,863 | $1.1M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -19.6% | 11,803 | $1.1M |
| Tudor Financial Inc. | 0.64% | New | 11,351 | $1.1M |
| Virtue Capital Management, LLC | 0.21% | Reduce -16.0% | 11,048 | $1.1M |
| Ameliora Wealth Management Ltd. | 0.40% | New | 11,000 | $1.1M |
| FMR LLC | 0.00% | Reduce -1.4% | 10,664 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -41.4% | 10,094 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | New | 10,297 | $990K |
| &partners | 0.01% | New | 10,202 | $988K |
| KKM Financial LLC | 0.41% | No change | 10,222 | $983K |
| Qube Research & Technologies Ltd | 0.00% | New | 9,960 | $958K |
| Anchor Investment Management, LLC | 0.08% | Reduce -2.2% | 9,416 | $905K |
| Capital Investment Advisors, LLC | 0.02% | Add +0.0% | 9,405 | $904K |
| Bank of Montreal | 0.00% | Reduce -4.6% | 8,952 | $861K |
| Yeomans Consulting Group, Inc. | 0.32% | New | 8,864 | $852K |
| Creative Planning | 0.00% | Add +1.5% | 8,786 | $845K |
| M&T Bank Corp | 0.00% | No change | 8,683 | $835K |
| Adell Harriman & Carpenter Inc. | 0.06% | No change | 8,560 | $823K |
| Bank of New York Mellon Corp | 0.00% | Add +54.1% | 8,483 | $816K |
| Comerica Bank | 0.00% | Reduce -0.7% | 8,440 | $811K |
| Haverford Trust Co | 0.01% | No change | 8,370 | $805K |
| Patten & Patten Inc. | 0.05% | Reduce -2.4% | 8,027 | $772K |
| Pension & Wealth Management Advisors, Inc. | 0.31% | New | 8,000 | $769K |
| WESPAC Advisors, LLC | 0.55% | New | 7,792 | $749K |
| Principal Securities, Inc. | 0.02% | Reduce -0.5% | 7,713 | $742K |
| Foundations Investment Advisors, LLC | 0.01% | New | 7,567 | $727K |
"% of holder's portfolio" is IYC's weight in each manager's 13F, not the share of iShares US Consumer Discreti the manager owns.