iShares US Consumer DiscretiIYCETF
13F holders, Q2 2025 (June 30)257holders +17
37new positions
22sold out
3famous investors
$99.64avg. 13F price*
At the end of Q2 2025, 257 institutions reported holding iShares US Consumer Discreti (IYC) in their 13F filings, up 17 from Q1 2025. 37 opened new positions and 22 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($158.7M), Morgan Stanley ($106.7M) and PGIM Custom Harvest LLC ($102.4M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares US Consumer Discreti
- CUSIP
- 464287580
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $90.8M |
| Exits | 22 | $14.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,912,126 shares bought and 675,652 shares sold, net +1,236,474 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Harel Insurance Investments & Financial Services Ltd. | 1.82% | Add +21.0% | 1,593,101 | $158.7M |
| Morgan Stanley | 0.01% | Add +12.9% | 1,070,505 | $106.7M |
| PGIM Custom Harvest LLC | 2.11% | Add +5.5% | 1,027,290 | $102.4M |
| Bank of America Corp. | 0.01% | Add +9.1% | 853,831 | $85.1M |
| UBS Group AG | 0.01% | Reduce -3.7% | 537,662 | $53.6M |
| Pinkerton Wealth, LLC | 4.09% | New | 344,097 | $34.3M |
| MML Investors Services, LLC | 0.10% | Add +35.1% | 343,195 | $34.2M |
| Wells Fargo & Company | 0.01% | Reduce -10.2% | 334,853 | $33.4M |
| Royal Bank of Canada | 0.01% | Add +1.2% | 261,507 | $26.1M |
| True Freedom Investing, LLC | 9.37% | — | 239,024 | $23.8M |
| Raymond James Financial Inc. | 0.01% | Add +10.4% | 229,648 | $22.9M |
| LPL Financial LLC | 0.01% | Add +16.1% | 215,011 | $21.4M |
| Foundations Investment Advisors, LLC | 0.31% | Add +5.4% | 199,897 | $19.9M |
| MinichMacGregor Wealth Management, LLC | 4.08% | Add +12.1% | 191,409 | $19.1M |
| SPC Financial, Inc. | 1.54% | Add +0.7% | 184,343 | $18.4M |
| Stifel Financial Corp. | 0.02% | Add +8.7% | 159,492 | $15.9M |
| Gimbal Financial | 9.56% | New | 156,124 | $15.6M |
| Osaic Holdings, Inc. | 0.03% | Add +1.4% | 150,149 | $15.0M |
| Camarda Financial Advisors, LLC | 5.38% | New | 137,272 | $13.7M |
| Prospera Financial Services Inc | 0.24% | Reduce -38.1% | 127,384 | $12.7M |
| Advisory Services Network, LLC | 0.19% | Reduce -6.8% | 119,013 | $11.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +26.1% | 112,178 | $11.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +31.1% | 84,666 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.1% | 70,143 | $7.0M |
| Well Done, LLC | 1.10% | New | 58,871 | $5.9M |
| Summit Financial Consulting LLC | 5.22% | Reduce -3.4% | 58,273 | $5.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -15.6% | 58,146 | $5.8M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | Reduce -2.7% | 57,089 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.3% | 54,465 | $5.4M |
| United Capital Financial Advisors, LLC | 0.04% | Add +0.2% | 53,429 | $5.3M |
| First Citizens Financial Corp | 2.84% | Reduce -13.3% | 51,740 | $5.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -49.0% | 51,400 | $5.1M |
| Anfield Capital Management, LLC | 1.64% | Reduce -1.3% | 49,789 | $5.0M |
| AE Wealth Management LLC | 0.04% | Add +32.4% | 49,247 | $4.9M |
| Cadent Capital Advisors, LLC | 1.60% | Add +1.0% | 49,157 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 47,934 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +231.0% | 44,848 | $4.5M |
| Southern Capital Advisors, LLC | 2.13% | Add +1.2% | 41,887 | $4.2M |
| Zurich Insurance Group Ltd | 0.03% | New | 40,500 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.3% | 39,641 | $3.9M |
| Principal Securities, Inc. | 0.07% | Add +393.3% | 38,049 | $3.8M |
| USA Financial Formulas | 0.61% | New | 35,895 | $3.6M |
| Mariner, LLC | 0.00% | Add +166.7% | 33,137 | $3.3M |
| Transatlantique Private Wealth LLC | 1.20% | Add +7.1% | 32,653 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Add +161.9% | 30,551 | $3.0M |
| Eaton Financial Holdings Company, LLC | 0.92% | No change | 30,083 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Add +14.1% | 29,278 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -64.0% | 28,568 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +71.8% | 28,030 | $2.8M |
| Stillwater Capital Advisors, LLC | 0.35% | Reduce -0.2% | 27,663 | $2.8M |
| BlackRock, Inc. | 0.00% | Reduce -41.2% | 27,606 | $2.8M |
| Balboa Wealth Partners | 0.53% | New | 26,599 | $2.7M |
| Stonebridge Financial Planning Group, LLC | 1.10% | Reduce -5.5% | 26,438 | $2.6M |
| Cottonwood Capital Advisors, LLC | 1.66% | Reduce -1.1% | 24,815 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +183.1% | 24,482 | $2.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +37.5% | 23,202 | $2.3M |
| VestGen Advisors, LLC | 0.09% | Add +10.6% | 23,124 | $2.3M |
| Tritonpoint Wealth, LLC | 0.20% | Reduce -4.4% | 21,301 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -23.5% | 20,814 | $2.1M |
| Wealthstar Advisors, LLC | 0.72% | New | 19,219 | $1.9M |
| Smartleaf Asset Management LLC | 0.17% | Add +22.2% | 18,989 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +403.1% | 18,711 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Add +15.8% | 18,129 | $1.8M |
| Lee Johnson Capital Management, LLC | 0.59% | New | 17,077 | $1.7M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -6.5% | 15,589 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +25.4% | 14,949 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +18.9% | 14,426 | $1.4M |
| Genesee Capital Advisors, LLC | 0.64% | Add +65.0% | 14,396 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +2.1% | 14,012 | $1.4M |
| Spinnaker Trust | 0.08% | No change | 13,928 | $1.4M |
| Garrison Point Advisors, LLC | 0.63% | Reduce -2.0% | 13,870 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -10.0% | 13,358 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.6% | 13,057 | $1.3M |
| Optivise Advisory Services LLC | 0.66% | No change | 13,034 | $1.3M |
| FMR LLC | 0.00% | Add +11.0% | 12,681 | $1.3M |
| AMG National Trust Bank | 0.03% | Reduce -0.4% | 12,452 | $1.2M |
| AdvisorNet Financial, Inc | 0.08% | Reduce -1.4% | 12,337 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.16% | No change | 12,112 | $1.2M |
| Simmons Bank | 0.09% | Reduce -1.9% | 12,050 | $1.2M |
| Westwind Capital | 0.24% | Add +10.3% | 11,879 | $1.2M |
| Virtue Capital Management, LLC | 0.21% | Add +24.3% | 11,688 | $1.2M |
| Whitener Capital Management, Inc. | 0.30% | Reduce -3.7% | 11,508 | $1.1M |
| Lakeshore Capital Group, Inc. | 1.01% | Reduce -9.0% | 11,466 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Add +0.0% | 11,145 | $1.1M |
| Ameliora Wealth Management Ltd. | 0.39% | No change | 11,000 | $1.1M |
| Bank of Montreal | 0.00% | Add +20.1% | 10,598 | $1.1M |
| Yeomans Consulting Group, Inc. | 0.42% | New | 10,240 | $1.0M |
| Buck Wealth Strategies, LLC | 0.15% | Add +52.9% | 10,163 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.6% | 10,099 | $1.0M |
| &partners | 0.01% | Reduce -3.9% | 10,066 | $1.0M |
| Lifestyle Asset Management, Inc. | 0.47% | New | 10,004 | $997K |
| WESPAC Advisors SoCal, LLC | 0.22% | Reduce -65.6% | 9,904 | $987K |
| KKM Financial LLC | 0.34% | Reduce -8.2% | 9,693 | $966K |
| Capital Investment Advisors, LLC | 0.02% | Add +0.0% | 9,408 | $937K |
| Creative Planning | 0.00% | Add +4.0% | 9,261 | $923K |
| Ibex Wealth Advisors | 0.10% | Reduce -14.8% | 8,957 | $892K |
| Anchor Investment Management, LLC | 0.08% | Reduce -4.9% | 8,951 | $892K |
| Atria Investments, Inc | 0.01% | Reduce -1.7% | 8,765 | $873K |
| Centaurus Financial, Inc. | 0.05% | Add +127.3% | 8,705 | $867K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -21.1% | 8,565 | $853K |
"% of holder's portfolio" is IYC's weight in each manager's 13F, not the share of iShares US Consumer Discreti the manager owns.