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

0100200300 Q1 2024: 218Q1 2024Q2 2024: 210Q2 2024Q3 2024: 212Q3 2024Q4 2024: 255Q4 2024Q1 2025: 240Q1 2025Q2 2025: 257Q2 2025Q3 2025: 266Q3 2025Q4 2025: 259Q4 2025Q1 2026: 252Q1 2026Q2 2026: 244Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions37$90.8M
Exits22$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
Haverford Trust Co 0.01% No change 8,370 $834K
Apeiron RIA LLC 0.21% Add +116.0% 8,098 $807K
Pension & Wealth Management Advisors, Inc. 0.27% No change 8,000 $797K
Quantinno Capital Management LP 0.00% Add +23.2% 7,794 $777K
Patten & Patten Inc. 0.05% Reduce -1.6% 7,732 $770K
Comerica Bank 0.00% Add +0.1% 7,607 $758K
Chevy Chase Trust Holdings, LLC 0.00% No change 6,924 $690K
Cwm, LLC 0.00% Reduce -0.8% 6,812 $679K
Bartlett & Co. Wealth Management LLC 0.01% No change 6,680 $666K
Sonata Capital Group Inc. 0.26% No change 6,596 $657K
Citigroup Inc. 0.00% Reduce -42.1% 6,505 $648K
Moors & Cabot, Inc. 0.03% New 6,408 $638K
Signature Estate & Investment Advisors LLC 0.01% Add +0.1% 6,317 $629K
Muirfield Wealth Advisors LLC 0.50% Reduce -12.2% 6,307 $628K
Cookson Peirce & Co. Inc. 0.03% Reduce -4.2% 6,146 $612K
M&T Bank Corp 0.00% Reduce -30.9% 6,001 $598K
CoreCap Advisors, LLC 0.02% Add +15.6% 5,843 $582K
Concurrent Investment Advisors, LLC 0.01% Add +29.6% 5,723 $570K
Janney Montgomery Scott LLC 0.00% Add +0.3% 5,717 $570K
Canvas Wealth Advisors, LLC 0.11% No change 5,584 $568K
Prime Capital Investment Advisors, LLC 0.01% Reduce -35.3% 5,580 $556K
EP Wealth Advisors, LLC 0.00% Add +3.6% 5,563 $554K
Adell Harriman & Carpenter Inc. 0.04% No change 5,560 $554K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,520 $550K
Pettyjohn, Wood & White, Inc. 0.10% No change 5,500 $548K
Blair William & Co. 0.00% Reduce -0.8% 5,433 $541K
Debussy Capital Management LP 0.08% Add +7.8% 5,377 $536K
Commerce Bank 0.00% Add +1.9% 5,285 $527K
WealthBridge Capital Management, LLC 0.13% Reduce -14.4% 4,980 $496K
Coldstream Capital Management Inc. 0.01% No change 4,932 $491K
Citizens Financial Group Inc. 0.01% No change 4,909 $489K
Strategic Wealth Partners, Ltd. 0.04% — 4,878 $486K
Patriot Investment Management Group, Inc. 0.03% Reduce -7.1% 4,853 $484K
One Charles Private Wealth Services, LLC 0.14% Reduce -0.7% 4,836 $482K
Summit X, LLC 0.09% Reduce -3.7% 4,821 $480K
Geneos Wealth Management Inc. 0.01% Add +200.0% 4,680 $466K
D. E. Shaw & Co. 0.00% Add +68.9% 4,658 $464K
Orion Porfolio Solutions, LLC 0.00% New 4,595 $458K
Gladstone Institutional Advisory LLC 0.02% Add +73.6% 4,492 $448K
North Star Investment Management Corp. 0.03% Add +0.1% 4,307 $429K
Tiaa Trust, National Association 0.00% No change 4,260 $424K
Planning Directions Inc. 0.24% Add +0.1% 4,233 $422K
GTS Securities LLC 0.02% Reduce -73.2% 4,083 $407K
Eubel Brady & Suttman Asset Management Inc. 0.05% No change 4,000 $399K
Clifford Swan Investment Counsel LLC 0.01% No change 4,000 $399K
Brookstone Capital Management 0.01% Reduce -33.6% 3,919 $390K
Harbour Investments, Inc. 0.01% Add +594.0% 3,907 $389K
Samalin Investment Counsel, LLC 0.15% Add +1.9% 3,883 $387K
WJ Wealth Management, LLC 0.12% No change 3,880 $387K
Allstate Corp. 0.03% New 3,850 $384K
Gsa Capital Partners LLP 0.03% Add +38.8% 3,796 $378K
Csenge Advisory Group 0.02% Add +7.4% 3,886 $376K
PNC Financial Services Group, Inc. 0.00% Reduce -4.3% 3,714 $370K
Independent Financial Group, LLC 0.01% New 3,632 $362K
Dakota Wealth Management 0.01% No change 3,604 $359K
Cresset Asset Management, LLC 0.00% No change 3,584 $357K
Midwest Trust Co 0.00% — 3,560 $355K
Greenfield Savings Bank 0.16% No change 3,512 $350K
AMJ Financial Wealth Management 0.09% Add +7.4% 3,443 $343K
Financial Engines Advisors L.L.C. 0.00% New 3,331 $332K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -32.8% 3,264 $325K
Maltin Wealth Management, Inc. 0.15% Add +0.1% 3,260 $325K
Chesapeake Wealth Management 0.11% Reduce -6.1% 3,220 $321K
Glenview Trust Co 0.01% Reduce -40.6% 3,158 $315K
Chicago Partners Investment Group LLC 0.01% Add +0.1% 3,001 $306K
MAI Capital Management 0.00% Reduce -15.0% 2,961 $295K
Oppenheimer & Co. Inc. 0.00% No change 2,956 $295K
Focus Financial Network, Inc. 0.01% Add +4.6% 2,942 $293K
Beacon Financial Advisory LLC 0.08% Add +0.0% 2,926 $292K
Advisors Management Group Inc. 0.05% Add +4.3% 2,912 $290K
LexAurum Advisors, LLC 0.05% Add +2.2% 2,899 $289K
Greykasell Wealth Strategies, Inc. 0.14% No change 2,896 $289K
Stephens Inc. 0.00% No change 2,868 $286K
Baird Financial Group, Inc. 0.00% Reduce -17.8% 2,864 $285K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.9% 2,801 $282K
Independent Solutions Wealth Management, LLC 0.05% Add +9.8% 2,786 $278K
Mercer Global Advisors Inc. 0.00% Add +2.6% 2,750 $274K
Zhang Financial LLC 0.01% New 2,734 $272K
Global Retirement Partners, LLC 0.01% — 2,710 $270K
AQR Capital Management 0.00% New 2,688 $268K
Hudson Capital Management LLC 0.08% New 2,665 $266K
Holderness Investments Co. 0.06% Add +0.0% 2,632 $262K
Pinnacle Associates Ltd. 0.00% No change 2,600 $259K
Renaissance Technologies 0.00% New 2,600 $259K
Marshall Wace, LLP 0.00% New 2,594 $258K
Atlas Brown,Inc. 0.08% Add +0.2% 2,515 $251K
Captrust Financial Advisors 0.00% Reduce -98.3% 2,429 $242K
Argentarii, LLC 0.11% No change 2,400 $239K
Private Wealth Asset Management, LLC 0.03% No change 2,400 $239K
Kestra Private Wealth Services, LLC 0.00% Reduce -35.9% 2,350 $234K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -11.7% 2,331 $232K
Symphony Financial Services, Inc. 0.14% No change 2,321 $231K
Tyche Wealth Partners LLC 0.05% Add +0.0% 2,321 $231K
Sierra Summit Advisors LLC 0.04% New 2,235 $223K
Quartz Partners, LLC 0.10% New 2,228 $222K
IFP Advisors, Inc 0.01% Add +0.8% 2,216 $221K
Blue Chip Partners, LLC 0.02% New 2,205 $220K
Obsidian Cio, LLC 0.03% Reduce -62.8% 2,193 $219K
Advisory Alpha, LLC 0.01% New 2,187 $218K
Betterment LLC 0.00% New 2,171 $216K
National Bank of Canada 0.00% Reduce -35.5% 2,164 $215K
Essential Planning, LLC. 0.08% Reduce -10.0% 2,160 $215K
Sax Wealth Advisors, LLC 0.01% New 2,124 $212K
RPS Advisory Solutions LLC 0.11% New 2,062 $205K
Harbour Trust & Investment Management Co 0.02% New 2,056 $205K
MGB Wealth Management, LLC 0.06% No change 1,936 $193K
GPS Wealth Strategies Group, LLC 0.02% Add +0.1% 1,931 $192K
Farther Finance Advisors, LLC 0.00% Reduce -19.8% 1,796 $179K
Atlantic Union Bankshares Corp 0.00% New 1,660 $165K
Front Row Advisors LLC 0.05% Reduce -24.9% 1,390 $139K
Capital Investment Advisory Services, LLC 0.01% Add +0.2% 1,260 $126K
Allworth Financial LP 0.00% No change 1,180 $118K
Mascoma Wealth Management LLC 0.02% No change 1,000 $100K
CIBC Private Wealth Group LLC 0.00% Reduce -53.3% 928 $92K
MTM Investment Management, LLC 0.03% No change 884 $88K
Farmers & Merchants Investments Inc. 0.00% No change 864 $86K
Financial Perspectives, Inc 0.02% No change 760 $76K
Montag A & Associates Inc. 0.00% No change 696 $69K
Ameritas Advisory Services, LLC 0.00% New 684 $68K
Parkside Financial Bank & Trust 0.01% Add +535.6% 661 $66K
Clearstead Advisors, LLC 0.00% No change 655 $65K
1 North Wealth Services LLC 0.02% Reduce -34.2% 615 $61K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 580 $58K
SOA Wealth Advisors, LLC. 0.01% Add +0.2% 497 $50K
West Paces Advisors Inc. 0.01% Add +101.0% 422 $42K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 400 $40K
FWL Investment Management, LLC 0.01% No change 400 $40K
Blue Trust, Inc. 0.00% No change 375 $37K
Private Trust Co. NA 0.00% No change 352 $35K
SouthState Bank Corp 0.00% No change 320 $32K
TD Waterhouse Canada Inc. 0.00% No change 300 $30K
Colonial Trust Advisors 0.00% No change 255 $25K
CENTRAL TRUST Co 0.00% No change 200 $20K
Lanark Financial, Inc. 0.00% No change 200 $19K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 190 $19K
Arlington Trust Co LLC 0.00% No change 175 $17K
O'shaughnessy Asset Management, LLC 0.00% New 170 $17K
CX Institutional 0.00% Add +243.8% 165 $16K
Founders Financial Alliance, LLC 0.00% Reduce -71.4% 158 $16K
NFSG Corp 0.00% New 155 $15K
Rothschild Investment LLC 0.00% No change 150 $15K
Golden State Wealth Management, LLC 0.00% No change 143 $14K
Pflug Koory, LLC 0.01% No change 136 $14K
Armstrong Advisory Group, Inc. 0.00% New 114 $11K
IMG Wealth Management, Inc. 0.01% No change 88 $9K
Central Pacific Bank - Trust Division 0.00% No change 81 $8K
Park Square Financial Group, LLC 0.01% No change 72 $7K
Duncker Streett & Co. Inc. 0.00% No change 70 $7K
West Branch Capital LLC 0.00% No change 68 $7K
Financial Gravity Companies, Inc. 0.00% — 68 $7K
Sound Income Strategies, LLC 0.00% Reduce -86.2% 50 $5K
Piscataqua Savings Bank 0.00% No change 40 $4K
NewSquare Capital LLC 0.00% New 36 $4K
Russell Investments Group, Ltd. 0.00% New 28 $3K
Cooksen Wealth, LLC 0.00% Reduce -93.8% 21 $2K
AlphaCore Capital LLC 0.00% No change 11 $1K
Bellwether Advisors, LLC 0.00% New 1 $100

"% of holder's portfolio" is IYC's weight in each manager's 13F, not the share of iShares US Consumer Discreti the manager owns.