iShares US Consumer DiscretiIYCETF
13F holders, Q1 2025 (March 31)240holders −15
31new positions
45sold out
2famous investors
$88.35avg. 13F price*
At the end of Q1 2025, 240 institutions reported holding iShares US Consumer Discreti (IYC) in their 13F filings, down 15 from Q4 2024. 31 opened new positions and 45 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($116.3M), PGIM Custom Harvest LLC ($86.0M) and Morgan Stanley ($83.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares US Consumer Discreti
- CUSIP
- 464287580
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $154.5M |
| Exits | 45 | $261.7M |
All 13F filers, Q4 2024 → Q1 2025: 2,932,633 shares bought and 2,960,401 shares sold, net −27,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| Harel Insurance Investments & Financial Services Ltd. | 1.52% | New | 1,316,435 | $116.3M |
| PGIM Custom Harvest LLC | 2.06% | Add +16.9% | 974,216 | $86.0M |
| Morgan Stanley | 0.01% | Add +5.8% | 947,814 | $83.7M |
| Bank of America Corp. | 0.01% | Add +15.6% | 782,716 | $69.1M |
| UBS Group AG | 0.01% | Add +9.8% | 558,204 | $49.3M |
| Wells Fargo & Company | 0.01% | Add +31.0% | 373,029 | $32.9M |
| Royal Bank of Canada | 0.01% | Add +25.4% | 258,417 | $22.8M |
| MML Investors Services, LLC | 0.07% | Add +11.1% | 253,935 | $22.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.3% | 208,016 | $18.4M |
| Prospera Financial Services Inc | 0.42% | Add +9.5% | 205,646 | $18.2M |
| Foundations Investment Advisors, LLC | 0.31% | Add +2406.3% | 189,649 | $16.8M |
| LPL Financial LLC | 0.01% | Add +10.2% | 185,145 | $16.4M |
| SPC Financial, Inc. | 1.42% | Add +2.5% | 183,061 | $16.2M |
| MinichMacGregor Wealth Management, LLC | 3.38% | New | 170,734 | $15.1M |
| Osaic Holdings, Inc. | 0.03% | Add +36.8% | 148,091 | $13.1M |
| Stifel Financial Corp. | 0.01% | Add +86.5% | 146,728 | $13.0M |
| Captrust Financial Advisors | 0.03% | Reduce -5.2% | 146,172 | $12.9M |
| Advisory Services Network, LLC | 0.22% | Add +8.8% | 127,670 | $11.3M |
| BNP Paribas Financial Markets | 0.01% | Add +101.4% | 100,700 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +62.1% | 88,947 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Add +37.7% | 79,362 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.8% | 71,648 | $6.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +591.5% | 68,874 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +101.2% | 64,565 | $5.7M |
| Summit Financial Consulting LLC | 4.94% | — | 60,338 | $5.3M |
| First Citizens Financial Corp | 2.98% | Reduce -0.3% | 59,663 | $5.3M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | Reduce -2.8% | 58,654 | $5.2M |
| Citadel Advisors | 0.00% | New | 55,811 | $4.9M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -0.9% | 53,311 | $4.7M |
| Anfield Capital Management, LLC | 1.64% | New | 50,433 | $4.5M |
| Cadent Capital Advisors, LLC | 1.63% | Add +11.3% | 48,650 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +25.6% | 48,474 | $4.3M |
| BlackRock, Inc. | 0.00% | Reduce -12.2% | 46,971 | $4.1M |
| Southern Capital Advisors, LLC | 2.03% | Reduce -4.2% | 41,408 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.4% | 38,555 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 38,019 | $3.4M |
| AE Wealth Management LLC | 0.03% | Reduce -44.5% | 37,193 | $3.3M |
| Transatlantique Private Wealth LLC | 1.07% | Reduce -5.2% | 30,495 | $2.7M |
| Eaton Financial Holdings Company, LLC | 1.10% | Reduce -0.9% | 30,083 | $2.7M |
| WESPAC Advisors SoCal, LLC | 0.66% | Add +2.1% | 28,769 | $2.5M |
| Stonebridge Financial Planning Group, LLC | 1.13% | Reduce -3.4% | 27,982 | $2.5M |
| Stillwater Capital Advisors, LLC | 0.34% | Reduce -5.3% | 27,727 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +107.7% | 27,206 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.5% | 25,657 | $2.3M |
| Cottonwood Capital Advisors, LLC | 1.63% | Reduce -2.3% | 25,084 | $2.2M |
| Second Half Financial Partners, LLC | 1.08% | New | 24,588 | $2.2M |
| Tritonpoint Wealth, LLC | 0.19% | Add +0.3% | 22,271 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +15742.4% | 18,694 | $1.9M |
| VestGen Advisors, LLC | 0.08% | — | 20,906 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +155.2% | 16,879 | $1.5M |
| Sunbelt Securities, Inc. | 0.13% | Add +7.0% | 16,678 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +398.7% | 16,313 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -6.0% | 15,662 | $1.4M |
| Smartleaf Asset Management LLC | 0.13% | Reduce -6.0% | 15,537 | $1.4M |
| GTS Securities LLC | 0.06% | New | 15,240 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +17.0% | 14,848 | $1.3M |
| Garrison Point Advisors, LLC | 0.61% | Reduce -6.4% | 14,160 | $1.3M |
| Spinnaker Trust | 0.08% | No change | 13,928 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +0.9% | 13,837 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +129.0% | 13,723 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -1.2% | 13,551 | $1.2M |
| Optivise Advisory Services LLC | 0.65% | No change | 13,034 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 12,641 | $1.1M |
| Lakeshore Capital Group, Inc. | 1.07% | New | 12,606 | $1.1M |
| AdvisorNet Financial, Inc | 0.08% | New | 12,514 | $1.1M |
| AMG National Trust Bank | 0.03% | No change | 12,502 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -1.8% | 12,424 | $1.1M |
| Simmons Bank | 0.08% | No change | 12,290 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -18.3% | 12,129 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.16% | Reduce -7.9% | 12,112 | $1.1M |
| Whitener Capital Management, Inc. | 0.30% | Add +0.7% | 11,955 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +67.7% | 11,923 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.7% | 11,666 | $1.0M |
| FMR LLC | 0.00% | Add +7.2% | 11,426 | $1.0M |
| Citigroup Inc. | 0.00% | Add +305.3% | 11,240 | $993K |
| Tudor Financial Inc. | 0.59% | Reduce -1.4% | 11,195 | $989K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -5.6% | 11,144 | $984K |
| Ameliora Wealth Management Ltd. | 0.37% | No change | 11,000 | $972K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +5.4% | 10,851 | $958K |
| Westwind Capital | 0.24% | New | 10,775 | $952K |
| KKM Financial LLC | 0.39% | Add +3.3% | 10,559 | $933K |
| Ibex Wealth Advisors | 0.12% | Reduce -56.4% | 10,512 | $929K |
| Sanctuary Advisors, LLC | 0.01% | Add +3.8% | 10,477 | $925K |
| &partners | 0.01% | Add +2.7% | 10,477 | $922K |
| Anchor Investment Management, LLC | 0.08% | No change | 9,416 | $832K |
| Virtue Capital Management, LLC | 0.10% | Reduce -14.9% | 9,400 | $831K |
| Capital Investment Advisors, LLC | 0.02% | Add +0.0% | 9,407 | $831K |
| Atria Investments, Inc | 0.01% | Add +300.0% | 8,919 | $788K |
| Creative Planning | 0.00% | Add +1.4% | 8,909 | $787K |
| Bank of Montreal | 0.00% | Reduce -1.4% | 8,822 | $779K |
| Genesee Capital Advisors, LLC | 0.39% | Add +210.1% | 8,723 | $771K |
| M&T Bank Corp | 0.00% | No change | 8,683 | $767K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -42.8% | 8,647 | $764K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +58.1% | 8,622 | $762K |
| HRT Financial LP | 0.00% | New | 8,568 | $756K |
| Principal Securities, Inc. | 0.02% | No change | 7,713 | $742K |
| Haverford Trust Co | 0.01% | No change | 8,370 | $739K |
| Pension & Wealth Management Advisors, Inc. | 0.26% | No change | 8,000 | $707K |
| Patten & Patten Inc. | 0.05% | Reduce -2.1% | 7,862 | $694K |
| Comerica Bank | 0.00% | Reduce -10.0% | 7,599 | $671K |
"% of holder's portfolio" is IYC's weight in each manager's 13F, not the share of iShares US Consumer Discreti the manager owns.