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 |
| Muirfield Wealth Advisors LLC | 0.54% | New | 7,179 | $634K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 6,924 | $612K |
| Cwm, LLC | 0.00% | Reduce -1.7% | 6,867 | $607K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +29.3% | 6,680 | $590K |
| Buck Wealth Strategies, LLC | 0.11% | New | 6,646 | $587K |
| Sonata Capital Group Inc. | 0.25% | No change | 6,596 | $583K |
| Cookson Peirce & Co. Inc. | 0.03% | Reduce -3.8% | 6,418 | $567K |
| Quantinno Capital Management LP | 0.00% | Reduce -1.1% | 6,324 | $559K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 6,308 | $557K |
| Brookstone Capital Management | 0.01% | Reduce -4.9% | 5,906 | $522K |
| Obsidian Cio, LLC | 0.08% | New | 5,893 | $521K |
| WealthBridge Capital Management, LLC | 0.15% | Reduce -7.6% | 5,820 | $514K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.7% | 5,699 | $503K |
| Adell Harriman & Carpenter Inc. | 0.04% | Reduce -35.0% | 5,560 | $491K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,520 | $488K |
| Pettyjohn, Wood & White, Inc. | 0.09% | No change | 5,500 | $486K |
| Blair William & Co. | 0.00% | Reduce -1.9% | 5,477 | $484K |
| Canvas Wealth Advisors, LLC | 0.12% | No change | 5,584 | $475K |
| EP Wealth Advisors, LLC | 0.00% | No change | 5,369 | $474K |
| Glenview Trust Co | 0.01% | Reduce -67.6% | 5,316 | $470K |
| Patriot Investment Management Group, Inc. | 0.03% | Add +0.0% | 5,223 | $461K |
| Commerce Bank | 0.00% | Reduce -3.5% | 5,185 | $458K |
| CoreCap Advisors, LLC | 0.02% | Reduce -86.4% | 5,053 | $446K |
| Summit X, LLC | 0.09% | Reduce -14.2% | 5,006 | $442K |
| Debussy Capital Management LP | 0.07% | Add +18.7% | 4,987 | $440K |
| Coldstream Capital Management Inc. | 0.01% | No change | 4,932 | $436K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,909 | $434K |
| One Charles Private Wealth Services, LLC | 0.14% | Reduce -9.2% | 4,868 | $430K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.7% | 4,860 | $429K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,417 | $390K |
| Pathstone Holdings, LLC | 0.00% | Add +9.1% | 4,371 | $386K |
| North Star Investment Management Corp. | 0.03% | Add +0.1% | 4,305 | $380K |
| Tiaa Trust, National Association | 0.00% | No change | 4,260 | $376K |
| Planning Directions Inc. | 0.16% | Reduce -8.8% | 4,227 | $373K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,000 | $353K |
| Eubel Brady & Suttman Asset Management Inc. | 0.05% | No change | 4,000 | $353K |
| WJ Wealth Management, LLC | 0.12% | Reduce -4.9% | 3,880 | $343K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,879 | $343K |
| Centaurus Financial, Inc. | 0.02% | New | 3,829 | $338K |
| Samalin Investment Counsel, LLC | 0.14% | Add +0.1% | 3,812 | $337K |
| Apeiron RIA LLC | 0.10% | Add +55.1% | 3,749 | $331K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 3,719 | $328K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.6% | 3,664 | $324K |
| GWN Securities Inc. | 0.02% | New | 3,634 | $321K |
| Quadrature Capital Ltd | 0.01% | New | 3,618 | $320K |
| Dakota Wealth Management | 0.01% | No change | 3,604 | $318K |
| Cresset Asset Management, LLC | 0.00% | No change | 3,584 | $317K |
| Financial Counselors Inc. | 0.00% | No change | 3,560 | $314K |
| Greenfield Savings Bank | 0.15% | No change | 3,512 | $310K |
| Baird Financial Group, Inc. | 0.00% | Add +6.9% | 3,483 | $308K |
| MAI Capital Management | 0.00% | No change | 3,482 | $308K |
| Csenge Advisory Group | 0.02% | Add +15.9% | 3,619 | $306K |
| Chesapeake Wealth Management | 0.11% | Reduce -15.8% | 3,430 | $303K |
| National Bank of Canada | 0.00% | Add +1.2% | 3,356 | $296K |
| Maltin Wealth Management, Inc. | 0.14% | Add +0.1% | 3,256 | $288K |
| AMJ Financial Wealth Management | 0.08% | Reduce -30.9% | 3,206 | $283K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.2% | 2,997 | $275K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -29.0% | 3,041 | $269K |
| Family Firm, Inc. | 0.06% | New | 2,992 | $264K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 2,956 | $261K |
| Beacon Financial Advisory LLC | 0.08% | Add +0.1% | 2,925 | $258K |
| Greykasell Wealth Strategies, Inc. | 0.14% | No change | 2,896 | $256K |
| Stephens Inc. | 0.00% | No change | 2,868 | $253K |
| LexAurum Advisors, LLC | 0.05% | Add +0.1% | 2,836 | $251K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.1% | 2,812 | $248K |
| Advisors Management Group Inc. | 0.05% | Reduce -4.8% | 2,791 | $247K |
| D. E. Shaw & Co. | 0.00% | New | 2,758 | $244K |
| Gsa Capital Partners LLP | 0.02% | Reduce -14.8% | 2,735 | $242K |
| Flow Traders U.S. LLC | 0.01% | New | 2,694 | $238K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.7% | 2,680 | $237K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 2,640 | $233K |
| Holderness Investments Co. | 0.05% | No change | 2,631 | $232K |
| Pinnacle Associates Ltd. | 0.00% | No change | 2,600 | $230K |
| WBH Advisory Inc. | 0.02% | New | 2,599 | $230K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,587 | $228K |
| StoneX Group Inc. | 0.01% | Reduce -62.0% | 2,552 | $225K |
| Independent Solutions Wealth Management, LLC | 0.05% | New | 2,538 | $224K |
| Atlas Brown,Inc. | 0.08% | Add +0.2% | 2,511 | $222K |
| Argentarii, LLC | 0.11% | No change | 2,400 | $212K |
| Essential Planning, LLC. | 0.09% | Reduce -50.0% | 2,400 | $212K |
| Private Wealth Asset Management, LLC | 0.03% | — | 2,400 | $212K |
| Symphony Financial Services, Inc. | 0.13% | No change | 2,321 | $205K |
| Tyche Wealth Partners LLC | 0.04% | Add +10.5% | 2,320 | $205K |
| Farther Finance Advisors, LLC | 0.01% | Add +3696.6% | 2,240 | $199K |
| IFP Advisors, Inc | 0.01% | Add +5.6% | 2,198 | $194K |
| MGB Wealth Management, LLC | 0.06% | No change | 1,936 | $171K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.1% | 1,929 | $170K |
| Front Row Advisors LLC | 0.06% | No change | 1,850 | $163K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -45.7% | 1,988 | $157K |
| Sandy Spring Bank | 0.01% | No change | 1,660 | $147K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,560 | $138K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.2% | 1,258 | $111K |
| Allworth Financial LP | 0.00% | No change | 1,180 | $104K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,000 | $88K |
| 1 North Wealth Services LLC | 0.04% | Reduce -98.6% | 935 | $83K |
| MTM Investment Management, LLC | 0.03% | No change | 884 | $79K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 864 | $76K |
| Financial Perspectives, Inc | 0.02% | No change | 760 | $67K |
| Global Financial Private Client, LLC | 0.02% | No change | 728 | $64K |
| Montag A & Associates Inc. | 0.00% | No change | 696 | $61K |
| Clearstead Advisors, LLC | 0.00% | No change | 655 | $58K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 580 | $51K |
| Harbour Investments, Inc. | 0.00% | Reduce -22.3% | 563 | $50K |
| Founders Financial Alliance, LLC | 0.01% | Add +252.2% | 553 | $49K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.2% | 496 | $44K |
| Global Trust Asset Management, LLC | 0.03% | Reduce -68.0% | 490 | $43K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 400 | $35K |
| FWL Investment Management, LLC | 0.01% | No change | 400 | $35K |
| Blue Trust, Inc. | 0.00% | No change | 375 | $33K |
| Trust Co. of Vermont | 0.00% | New | 369 | $33K |
| Sound Income Strategies, LLC | 0.00% | New | 363 | $32K |
| Private Trust Co. NA | 0.00% | Reduce -18.9% | 352 | $31K |
| Davis Capital Management | 0.02% | No change | 348 | $31K |
| TruNorth Capital Management, LLC | 0.01% | No change | 330 | $29K |
| SouthState Bank Corp | 0.00% | No change | 320 | $28K |
| Cooksen Wealth, LLC | 0.03% | New | 341 | $28K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -14.0% | 300 | $27K |
| Colonial Trust Advisors | 0.00% | No change | 255 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 230 | $20K |
| West Paces Advisors Inc. | 0.00% | No change | 210 | $19K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 204 | $18K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $18K |
| Lanark Financial, Inc. | 0.00% | — | 200 | $17K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 190 | $17K |
| Arlington Trust Co LLC | 0.00% | No change | 175 | $15K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $13K |
| Golden State Wealth Management, LLC | 0.00% | No change | 143 | $13K |
| Pflug Koory, LLC | 0.01% | No change | 136 | $12K |
| Continuum Advisory, LLC | 0.00% | No change | 108 | $10K |
| Parkside Financial Bank & Trust | 0.00% | No change | 104 | $9K |
| Spire Wealth Management | 0.00% | No change | 100 | $9K |
| IMG Wealth Management, Inc. | 0.01% | Add +1.1% | 88 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 81 | $7K |
| Park Square Financial Group, LLC | 0.01% | Reduce -2.7% | 72 | $6K |
| GKV Capital Management Co., Inc. | 0.00% | No change | 70 | $6K |
| Duncker Streett & Co. Inc. | 0.00% | New | 70 | $6K |
| West Branch Capital LLC | 0.00% | New | 68 | $6K |
| CX Institutional | 0.00% | Reduce -99.1% | 48 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 40 | $4K |
| AlphaCore Capital LLC | 0.00% | New | 11 | $972 |
"% of holder's portfolio" is IYC's weight in each manager's 13F, not the share of iShares US Consumer Discreti the manager owns.