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 |
| Laidlaw Wealth Management LLC | 0.31% | Reduce -0.8% | 7,464 | $718K |
| Jones Financial Companies LLLP | 0.00% | Add +97.5% | 7,110 | $684K |
| Cwm, LLC | 0.00% | Add +4.5% | 6,986 | $672K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 6,924 | $666K |
| StoneX Group Inc. | 0.04% | New | 6,722 | $646K |
| Cookson Peirce & Co. Inc. | 0.03% | Add +98.7% | 6,669 | $641K |
| Sonata Capital Group Inc. | 0.26% | No change | 6,596 | $634K |
| J. Safra Sarasin Holding AG | 0.01% | New | 6,580 | $633K |
| Thrivent Financial for Lutherans | 0.00% | Add +3.4% | 6,614 | $631K |
| Quantinno Capital Management LP | 0.01% | No change | 6,393 | $615K |
| WealthBridge Capital Management, LLC | 0.17% | No change | 6,296 | $605K |
| L & S Advisors Inc | 0.07% | Reduce -0.6% | 6,278 | $604K |
| Brookstone Capital Management | 0.01% | Reduce -89.9% | 6,210 | $597K |
| Navellier & Associates Inc. | 0.07% | New | 6,131 | $589K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.0% | 6,111 | $588K |
| HighTower Advisors, LLC | 0.00% | Reduce -23.9% | 5,993 | $576K |
| Summit X, LLC | 0.12% | Reduce -3.1% | 5,832 | $561K |
| Canvas Wealth Advisors, LLC | 0.13% | No change | 5,584 | $537K |
| Blair William & Co. | 0.00% | Add +2.6% | 5,584 | $537K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,520 | $531K |
| Pettyjohn, Wood & White, Inc. | 0.10% | No change | 5,500 | $529K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.8% | 5,453 | $524K |
| Commerce Bank | 0.00% | No change | 5,375 | $517K |
| EP Wealth Advisors, LLC | 0.00% | Add +28.2% | 5,369 | $516K |
| One Charles Private Wealth Services, LLC | 0.17% | Add +10.0% | 5,362 | $516K |
| CX Institutional | 0.02% | New | 5,279 | $508K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 5,222 | $502K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 5,168 | $497K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +7.9% | 5,101 | $490K |
| Coldstream Capital Management Inc. | 0.01% | No change | 4,932 | $474K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,909 | $472K |
| AMJ Financial Wealth Management | 0.12% | Reduce -2.3% | 4,642 | $446K |
| Planning Directions Inc. | 0.26% | Add +0.1% | 4,633 | $445K |
| Essential Planning, LLC. | 0.00% | Add +100.0% | 4,800 | $442K |
| Strategic Wealth Partners, Ltd. | 0.03% | New | 4,177 | $422K |
| Debussy Capital Management LP | 0.06% | No change | 4,202 | $421K |
| North Star Investment Management Corp. | 0.03% | Add +0.0% | 4,303 | $414K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +30.4% | 4,285 | $412K |
| Tiaa Trust, National Association | 0.00% | No change | 4,260 | $410K |
| WJ Wealth Management, LLC | 0.14% | No change | 4,080 | $392K |
| Chesapeake Wealth Management | 0.13% | Reduce -0.8% | 4,072 | $391K |
| Pathstone Holdings, LLC | 0.00% | Reduce -5.1% | 4,005 | $385K |
| Eubel Brady & Suttman Asset Management Inc. | 0.06% | No change | 4,000 | $385K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,000 | $385K |
| Diversify Advisory Services, LLC | 0.02% | Add +1.6% | 3,930 | $375K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,879 | $373K |
| Samalin Investment Counsel, LLC | 0.16% | Reduce -5.7% | 3,809 | $366K |
| Kestra Advisory Services, LLC | 0.00% | Add +28.9% | 3,716 | $357K |
| CIBC Private Wealth Group LLC | 0.00% | Add +40.8% | 3,660 | $352K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.5% | 3,643 | $350K |
| Dakota Wealth Management | 0.01% | No change | 3,604 | $346K |
| Cresset Asset Management, LLC | 0.00% | New | 3,584 | $345K |
| Financial Counselors Inc. | 0.01% | Reduce -11.2% | 3,560 | $342K |
| Greenfield Savings Bank | 0.16% | No change | 3,512 | $338K |
| MAI Capital Management | 0.00% | Reduce -2.1% | 3,482 | $335K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -57.8% | 3,450 | $332K |
| National Bank of Canada | 0.00% | Reduce -1.2% | 3,317 | $319K |
| Jane Street Group, LLC | 0.00% | New | 3,271 | $314K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 3,257 | $313K |
| Maltin Wealth Management, Inc. | 0.15% | Add +0.1% | 3,252 | $313K |
| Gsa Capital Partners LLP | 0.02% | Reduce -25.5% | 3,210 | $309K |
| Allstate Corp. | 0.01% | Reduce -57.9% | 3,200 | $308K |
| Csenge Advisory Group | 0.02% | Add +3.9% | 3,122 | $300K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 2,992 | $288K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 2,956 | $284K |
| Advisors Management Group Inc. | 0.07% | No change | 2,931 | $282K |
| Beacon Financial Advisory LLC | 0.09% | Add +0.0% | 2,923 | $281K |
| Greykasell Wealth Strategies, Inc. | 0.15% | — | 2,896 | $278K |
| Stephens Inc. | 0.00% | No change | 2,868 | $276K |
| LexAurum Advisors, LLC | 0.05% | Add +0.1% | 2,833 | $272K |
| Focus Financial Network, Inc. | 0.01% | Add +1.6% | 2,815 | $271K |
| Genesee Capital Advisors, LLC | 0.13% | New | 2,813 | $270K |
| Snowden Capital Advisors LLC | 0.01% | No change | 2,780 | $267K |
| Citigroup Inc. | 0.00% | Add +48.0% | 2,773 | $267K |
| First Merchants Corp. | 0.01% | New | 2,659 | $256K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +4.8% | 2,640 | $254K |
| Holderness Investments Co. | 0.06% | Reduce -3.5% | 2,631 | $253K |
| Pinnacle Associates Ltd. | 0.00% | New | 2,600 | $250K |
| Westfuller Advisors, LLC | 0.16% | Add +0.0% | 2,567 | $247K |
| Atlas Brown,Inc. | 0.08% | Add +0.1% | 2,507 | $241K |
| Americana Partners, LLC | 0.01% | No change | 2,421 | $233K |
| Apeiron RIA LLC | 0.07% | Reduce -0.2% | 2,417 | $232K |
| Argentarii, LLC | 0.12% | — | 2,400 | $231K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -46.4% | 2,337 | $225K |
| Symphony Financial Services, Inc. | 0.18% | New | 2,321 | $223K |
| Lido Advisors, LLC | 0.00% | New | 2,312 | $222K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -5.7% | 2,306 | $222K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -98.5% | 2,238 | $215K |
| Sierra Summit Advisors LLC | 0.04% | New | 2,235 | $215K |
| Atria Investments, Inc | 0.00% | New | 2,230 | $214K |
| Zhang Financial LLC | 0.01% | New | 2,210 | $212K |
| Blue Chip Partners, LLC | 0.02% | Add +0.1% | 2,198 | $211K |
| Sax Wealth Advisors, LLC | 0.02% | New | 2,124 | $204K |
| Harbour Trust & Investment Management Co | 0.02% | New | 2,117 | $204K |
| SkyView Investment Advisors, LLC | 0.03% | New | 2,115 | $203K |
| Advisory Alpha, LLC | 0.01% | New | 2,105 | $202K |
| Tyche Wealth Partners LLC | 0.04% | New | 2,100 | $202K |
| IFP Advisors, Inc | 0.01% | Add +313.1% | 2,082 | $200K |
| MGB Wealth Management, LLC | 0.06% | No change | 1,936 | $186K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -1.1% | 1,927 | $185K |
| Front Row Advisors LLC | 0.06% | No change | 1,850 | $178K |
| Sandy Spring Bank | 0.01% | No change | 1,660 | $160K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,560 | $150K |
| Global Trust Asset Management, LLC | 0.06% | Add +31.3% | 1,530 | $147K |
| Denver PWM, LLC | 0.05% | Add +0.1% | 1,386 | $133K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -8.0% | 1,256 | $121K |
| Allworth Financial LP | 0.00% | Add +29.4% | 1,180 | $117K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,000 | $96K |
| MTM Investment Management, LLC | 0.03% | No change | 884 | $85K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 864 | $83K |
| Financial Perspectives, Inc | 0.02% | No change | 760 | $73K |
| Global Financial Private Client, LLC | 0.03% | No change | 728 | $70K |
| Harbour Investments, Inc. | 0.00% | Add +316.7% | 725 | $70K |
| Global Retirement Partners, LLC | 0.00% | Add +576.9% | 704 | $68K |
| Montag A & Associates Inc. | 0.00% | No change | 696 | $67K |
| Clearstead Advisors, LLC | 0.00% | No change | 655 | $63K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 580 | $56K |
| Bray Capital Advisors | 0.01% | No change | 500 | $48K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 495 | $48K |
| Private Trust Co. NA | 0.00% | Add +31.5% | 434 | $42K |
| FWL Investment Management, LLC | 0.01% | No change | 400 | $38K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | — | 400 | $38K |
| Blue Trust, Inc. | 0.00% | No change | 375 | $36K |
| Realta Investment Advisors | 0.01% | Reduce -25.0% | 360 | $35K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 349 | $34K |
| Davis Capital Management | 0.03% | No change | 348 | $33K |
| TruNorth Capital Management, LLC | 0.01% | New | 330 | $32K |
| SouthState Bank Corp | 0.00% | No change | 320 | $31K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 316 | $30K |
| Colonial Trust Advisors | 0.00% | No change | 255 | $25K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -41.0% | 230 | $22K |
| West Paces Advisors Inc. | 0.00% | No change | 210 | $20K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 204 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $19K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 190 | $18K |
| Arlington Trust Co LLC | 0.00% | New | 175 | $17K |
| Founders Financial Alliance, LLC | 0.00% | No change | 157 | $15K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $14K |
| Golden State Wealth Management, LLC | 0.00% | — | 143 | $14K |
| Fortis Group Advisors, LLC | 0.00% | No change | 136 | $13K |
| Pflug Koory, LLC | 0.00% | No change | 136 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 118 | $11K |
| Continuum Advisory, LLC | 0.00% | No change | 108 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.0% | 104 | $10K |
| Spire Wealth Management | 0.00% | No change | 100 | $10K |
| Simplex Trading, LLC | 0.00% | New | 99 | $9K |
| IMG Wealth Management, Inc. | 0.01% | — | 87 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 81 | $8K |
| Park Square Financial Group, LLC | 0.00% | — | 74 | $7K |
| GKV Capital Management Co., Inc. | 0.00% | — | 70 | $7K |
| AlphaMark Advisors, LLC | 0.00% | No change | 67 | $6K |
| Farther Finance Advisors, LLC | 0.00% | No change | 59 | $6K |
| Piscataqua Savings Bank | 0.00% | No change | 40 | $4K |
| Parallel Advisors, LLC | 0.00% | New | 30 | $3K |
| Synergy Asset Management, LLC | 0.00% | New | 5 | $440 |
"% of holder's portfolio" is IYC's weight in each manager's 13F, not the share of iShares US Consumer Discreti the manager owns.