iShares US Consumer DiscretiIYCETF

13F holders, Q3 2025 (September 30)
266holders +9
29new positions
20sold out
2famous investors
$104.63avg. 13F price*

At the end of Q3 2025, 266 institutions reported holding iShares US Consumer Discreti (IYC) in their 13F filings, up 9 from Q2 2025. 29 opened new positions and 20 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($192.5M), Manufacturers Life Insurance Company, The ($126.5M) and Morgan Stanley ($111.5M). 2 famous investors held it, including 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions29$170.2M
Exits20$71.8M

All 13F filers, Q2 2025 → Q3 2025: 2,146,830 shares bought and 1,501,186 shares sold, net +645,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 266 holders

Harel Insurance Investments & Financial Services Ltd. 1.73% Add +15.3% 1,837,118 $192.5M
Manufacturers Life Insurance Company, The 0.10% New 1,207,186 $126.5M
Morgan Stanley 0.01% Reduce -0.6% 1,063,827 $111.5M
PGIM Custom Harvest LLC 1.57% Reduce -3.2% 994,533 $104.2M
Bank of America Corp. 0.01% Add +1.5% 866,633 $90.8M
UBS Group AG 0.01% Add +1.6% 546,000 $57.2M
MML Investors Services, LLC 0.10% Add +7.5% 368,889 $38.7M
Wells Fargo & Company 0.01% Add +7.2% 358,806 $37.6M
Royal Bank of Canada 0.00% Add +0.6% 263,112 $27.6M
Raymond James Financial Inc. 0.01% Reduce -7.5% 212,496 $22.3M
MinichMacGregor Wealth Management, LLC 3.95% Add +0.8% 193,027 $20.2M
SPC Financial, Inc. 1.51% Add +0.2% 184,644 $19.4M
Stifel Financial Corp. 0.02% Add +3.3% 164,729 $17.3M
LPL Financial LLC 0.00% Reduce -25.4% 160,508 $16.8M
Osaic Holdings, Inc. 0.02% Add +7.9% 162,023 $16.8M
Gimbal Financial 9.98% Add +1.5% 158,527 $16.6M
Prospera Financial Services Inc 0.23% Reduce -0.8% 126,299 $13.2M
Advisory Services Network, LLC 0.19% Add +3.4% 123,000 $12.9M
Goldman Sachs Group Inc. 0.00% Add +4.7% 117,492 $12.3M
Two Sigma Investments, LP 0.02% New 106,000 $11.1M
Three Seasons Wealth, LLC 0.87% New 83,169 $8.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -13.1% 73,560 $7.7M
Cornerstone Wealth Group, LLC 0.51% New 72,283 $7.6M
Well Done, LLC 1.11% Add +5.7% 62,210 $6.5M
Commonwealth Equity Services, LLC 0.01% Reduce -12.4% 61,475 $6.4M
Zurich Insurance Group Ltd 0.04% Add +45.4% 58,900 $6.1M
Ferguson Wellman Capital Management, Inc. 0.10% Reduce -0.2% 56,969 $6.0M
United Capital Financial Advisors, LLC 0.04% Reduce -1.0% 52,908 $5.5M
First Citizens Financial Corp 2.64% Reduce -1.7% 50,883 $5.3M
Cadent Capital Advisors, LLC 1.38% Add +1.1% 49,719 $5.2M
Ameriprise Financial Inc. 0.00% Reduce -2.5% 46,752 $4.9M
Envestnet Asset Management Inc. 0.00% Reduce -18.1% 44,621 $4.7M
BlackRock, Inc. 0.00% Add +60.1% 44,186 $4.6M
Qube Research & Technologies Ltd 0.01% Reduce -26.2% 42,917 $4.5M
Southern Capital Advisors, LLC 2.09% Add +1.7% 42,584 $4.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.9% 40,769 $4.3M
Cetera Investment Advisers 0.00% Reduce -19.9% 35,946 $3.8M
Strategic Blueprint, LLC 0.16% New 35,876 $3.8M
Transatlantique Private Wealth LLC 1.19% Add +5.9% 34,588 $3.6M
NewEdge Advisors, LLC 0.02% Add +160.0% 33,954 $3.6M
Steward Partners Investment Advisory, LLC 0.02% Add +37.2% 33,583 $3.5M
Madison Park Capital Advisors, LLC 2.79% New 32,434 $3.4M
Flow Traders U.S. LLC 0.14% New 31,924 $3.3M
Mariner, LLC 0.00% Reduce -3.7% 31,912 $3.3M
Principal Securities, Inc. 0.05% Reduce -19.8% 30,512 $3.2M
Private Advisor Group, LLC 0.02% Add +3.3% 30,241 $3.2M
Thrivent Financial for Lutherans 0.01% Add +30.0% 30,165 $3.2M
Eaton Financial Holdings Company, LLC 0.89% Reduce -0.1% 30,062 $3.2M
JPMorgan Chase & Co. 0.00% Reduce -3.1% 27,672 $2.9M
Stillwater Capital Advisors, LLC 0.31% Reduce -4.5% 26,416 $2.8M
Cottonwood Capital Advisors, LLC 1.89% Add +0.0% 24,821 $2.6M
VestGen Advisors, LLC 0.08% Add +2.6% 23,733 $2.5M
Stonebridge Financial Planning Group, LLC 0.88% Reduce -15.2% 22,421 $2.3M
Lifestyle Asset Management, Inc. 0.80% Add +123.8% 22,385 $2.3M
Tritonpoint Wealth, LLC 0.19% Reduce -0.1% 21,290 $2.2M
Smartleaf Asset Management LLC 0.13% Add +3.2% 19,600 $2.1M
Jones Financial Companies LLLP 0.00% Add +28.8% 19,258 $2.0M
Patten & Patten Inc. 0.12% Add +146.3% 19,044 $2.0M
CoreCap Advisors, LLC 0.07% Add +218.6% 18,615 $2.0M
Lee Johnson Capital Management, LLC 0.60% Add +1.0% 17,251 $1.8M
Wealthstar Advisors, LLC 0.70% Reduce -12.4% 16,840 $1.8M
Mutual Advisors, LLC 0.04% Reduce -11.6% 16,021 $1.7M
Harbour Investments, Inc. 0.04% Add +299.3% 15,599 $1.6M
Corient Private Wealth LP 0.00% Reduce -27.7% 15,047 $1.6M
Genesee Capital Advisors, LLC 0.67% Add +2.5% 14,763 $1.5M
DAVENPORT & Co LLC 0.01% Add +1.7% 14,670 $1.5M
HighTower Advisors, LLC 0.00% Add +3.8% 14,542 $1.5M
Spinnaker Trust 0.08% No change 13,928 $1.5M
Garrison Point Advisors, LLC 0.61% Add +0.3% 13,917 $1.5M
Sunbelt Securities, Inc. 0.10% Reduce -13.5% 13,485 $1.4M
AdvisorNet Financial, Inc 0.08% Add +9.1% 13,463 $1.4M
FMR LLC 0.00% Add +4.5% 13,257 $1.4M
Truist Financial Corp. 0.00% Reduce -4.1% 12,811 $1.3M
Westwind Capital 0.28% Add +5.9% 12,578 $1.3M
AMG National Trust Bank 0.03% Reduce -4.0% 11,952 $1.3M
Whitener Capital Management, Inc. 0.29% Add +0.7% 11,593 $1.2M
Yeomans Consulting Group, Inc. 0.42% Add +13.3% 11,597 $1.2M
Lakeshore Capital Group, Inc. 0.97% Add +0.5% 11,518 $1.2M
Simmons Bank 0.08% Reduce -6.0% 11,322 $1.2M
Ameliora Wealth Management Ltd. 0.38% No change 11,000 $1.2M
Outlook Wealth Advisors, LLC 0.29% New 10,952 $1.1M
Quantinno Capital Management LP 0.00% Add +34.9% 10,514 $1.1M
Koshinski Asset Management, Inc. 0.08% Reduce -6.8% 10,384 $1.1M
Bank of Montreal 0.00% Reduce -2.2% 10,366 $1.1M
Creative Planning 0.00% Add +11.6% 10,334 $1.1M
Equitable Holdings, Inc. 0.01% Reduce -66.3% 10,292 $1.1M
&partners 0.01% Add +0.0% 10,069 $1.1M
Buck Wealth Strategies, LLC 0.14% Reduce -2.5% 9,910 $1.0M
WESPAC Advisors SoCal, LLC 0.21% Reduce -0.8% 9,826 $1.0M
Capital Investment Advisors, LLC 0.02% Add +0.0% 9,409 $986K
Sanctuary Advisors, LLC 0.01% Reduce -7.4% 9,350 $980K
Ibex Wealth Advisors 0.09% Reduce -0.2% 8,939 $937K
KKM Financial LLC 0.29% Reduce -9.2% 8,798 $922K
Apeiron RIA LLC 0.21% Add +10.2% 8,923 $914K
Anchor Investment Management, LLC 0.07% Reduce -4.1% 8,587 $900K
Haverford Trust Co 0.01% No change 8,370 $877K
Atria Investments, Inc 0.01% Reduce -7.4% 8,113 $850K
Pension & Wealth Management Advisors, Inc. 0.26% No change 8,000 $838K
Tower Research Capital LLC (TRC) 0.02% New 7,933 $831K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -8.8% 7,812 $819K
Foundations Investment Advisors, LLC 0.01% Reduce -96.2% 7,554 $792K
Patton Albertson Miller Group, LLC 0.10% Reduce -37.7% 7,551 $791K
Comerica Bank 0.00% Reduce -0.9% 7,539 $790K
PNC Financial Services Group, Inc. 0.00% Add +102.1% 7,506 $787K
Citigroup Inc. 0.00% Add +6.7% 6,938 $727K
Cwm, LLC 0.00% Add +0.0% 6,813 $714K
Centaurus Financial, Inc. 0.03% Reduce -23.0% 6,700 $702K
Bartlett & Co. Wealth Management LLC 0.01% No change 6,680 $700K
Sonata Capital Group Inc. 0.26% No change 6,596 $691K
Orion Porfolio Solutions, LLC 0.01% Add +43.5% 6,593 $691K
Moors & Cabot, Inc. 0.03% Add +1.1% 6,480 $679K
Signature Estate & Investment Advisors LLC 0.01% Add +0.1% 6,325 $663K
Muirfield Wealth Advisors LLC 0.49% Add +0.1% 6,314 $662K
Astoria Portfolio Advisors LLC. 0.17% New 6,149 $635K
M&T Bank Corp 0.00% No change 6,001 $629K
Cookson Peirce & Co. Inc. 0.03% Reduce -2.5% 5,991 $628K
Mercer Global Advisors Inc. 0.00% Add +104.4% 5,622 $589K
Janney Montgomery Scott LLC 0.00% Reduce -2.7% 5,561 $583K
Canvas Wealth Advisors, LLC 0.11% No change 5,584 $579K
Pettyjohn, Wood & White, Inc. 0.10% No change 5,500 $576K
Blair William & Co. 0.00% Add +1.0% 5,485 $575K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -20.9% 5,474 $574K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,520 $573K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.5% 5,443 $570K
Debussy Capital Management LP 0.08% Add +0.2% 5,388 $565K
Adell Harriman & Carpenter Inc. 0.03% Reduce -4.7% 5,300 $555K
Commerce Bank 0.00% No change 5,285 $554K
Concurrent Investment Advisors, LLC 0.01% Reduce -8.7% 5,224 $548K
Coldstream Capital Management Inc. 0.01% No change 4,932 $517K
Marshall Wace, LLP 0.00% Add +89.9% 4,927 $516K
Virtue Capital Management, LLC 0.08% Add +72.7% 20,184 $515K
Citizens Financial Group Inc. 0.01% No change 4,909 $514K
Gsa Capital Partners LLP 0.04% Add +28.4% 4,873 $511K
Patriot Investment Management Group, Inc. 0.03% Add +0.0% 4,854 $509K
Gladstone Institutional Advisory LLC 0.02% Add +7.5% 4,829 $506K
Independent Financial Group, LLC 0.01% Add +32.2% 4,800 $503K
One Charles Private Wealth Services, LLC 0.13% Reduce -0.9% 4,791 $502K
Renaissance Technologies 0.00% Add +80.8% 4,700 $493K
Geneos Wealth Management Inc. 0.01% Reduce -5.1% 4,440 $465K
North Star Investment Management Corp. 0.03% Add +0.1% 4,309 $452K
Tiaa Trust, National Association 0.00% No change 4,260 $446K
Planning Directions Inc. 0.23% Add +0.1% 4,237 $444K
Csenge Advisory Group 0.02% Add +7.9% 4,193 $439K
WealthBridge Capital Management, LLC 0.10% Reduce -19.3% 4,017 $421K
Clifford Swan Investment Counsel LLC 0.01% No change 4,000 $419K
Eubel Brady & Suttman Asset Management Inc. 0.05% No change 4,000 $419K
Samalin Investment Counsel, LLC 0.14% Add +0.1% 3,886 $407K
Allstate Corp. 0.01% No change 3,850 $403K
Allworth Financial LP 0.00% Add +224.6% 3,830 $401K
Farther Finance Advisors, LLC 0.01% Add +112.8% 3,822 $401K
Kestra Advisory Services, LLC 0.00% Reduce -79.8% 3,784 $397K
Brookstone Capital Management 0.00% Reduce -3.6% 3,776 $396K
Dakota Wealth Management 0.01% No change 3,604 $378K
Cresset Asset Management, LLC 0.00% No change 3,584 $376K
Greenfield Savings Bank 0.16% No change 3,512 $368K
AMJ Financial Wealth Management 0.08% Reduce -4.7% 3,280 $344K
Doliver Advisors, LP 0.09% New 3,269 $343K
Maltin Wealth Management, Inc. 0.14% Add +0.1% 3,263 $342K
Chesapeake Wealth Management 0.10% Add +0.8% 3,245 $340K
AQR Capital Management 0.00% Add +20.1% 3,229 $338K
Financial Engines Advisors L.L.C. 0.00% Reduce -5.0% 3,165 $332K
Focus Financial Network, Inc. 0.01% Add +6.5% 3,133 $328K
Glenview Trust Co 0.01% Reduce -2.9% 3,068 $322K
Chicago Partners Investment Group LLC 0.01% No change 3,001 $312K
Oppenheimer & Co. Inc. 0.00% No change 2,956 $310K
MAI Capital Management 0.00% Reduce -0.2% 2,955 $310K
Advisors Management Group Inc. 0.05% No change 2,912 $305K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.6% 2,959 $305K
LexAurum Advisors, LLC 0.04% Add +0.1% 2,902 $304K
Greykasell Wealth Strategies, Inc. 0.13% No change 2,896 $304K
Stephens Inc. 0.00% No change 2,868 $301K
Baird Financial Group, Inc. 0.00% Reduce -0.4% 2,852 $299K
Beacon Financial Advisory LLC 0.07% Reduce -3.4% 2,828 $296K
Accredited Investors Inc. 0.02% New 2,788 $292K
Zhang Financial LLC 0.01% No change 2,734 $287K
Global Retirement Partners, LLC 0.01% Add +0.1% 2,713 $284K
Midwest Trust Co 0.00% Reduce -23.9% 2,710 $284K
Sageworth Trust Co 0.01% New 2,619 $274K
Stratos Investment Management, LLC 0.01% New 2,575 $270K
Northern Trust Corp. 0.00% New 2,526 $265K
Atlas Brown,Inc. 0.08% Add +0.1% 2,518 $264K
Rockefeller Capital Management L.P. 0.00% New 2,506 $263K
Pinnacle Associates Ltd. 0.00% Reduce -3.9% 2,500 $262K
Steinberganna Wealth Management 0.12% — 2,444 $256K
Jim Saulnier & Associates, LLC 0.14% New 2,442 $256K
Argentarii, LLC 0.10% No change 2,400 $252K
Private Wealth Asset Management, LLC 0.03% No change 2,400 $252K
Tyche Wealth Partners LLC 0.04% No change 2,321 $243K
Kestra Private Wealth Services, LLC 0.00% Reduce -1.5% 2,315 $243K
Captrust Financial Advisors 0.00% Reduce -4.9% 2,310 $242K
IFP Advisors, Inc 0.01% Add +2.8% 2,277 $239K
Symphony Financial Services, Inc. 0.13% Reduce -2.1% 2,271 $238K
AE Wealth Management LLC 0.00% Reduce -95.4% 2,265 $237K
True Freedom Investing, LLC 0.08% Reduce -99.1% 2,241 $235K
Sierra Summit Advisors LLC 0.04% No change 2,235 $234K
Blue Chip Partners, LLC 0.02% Add +0.1% 2,207 $231K
Obsidian Cio, LLC 0.03% Add +0.1% 2,196 $230K
Betterment LLC 0.00% Add +0.6% 2,184 $229K
Essential Planning, LLC. 0.08% No change 2,160 $226K
Sax Wealth Advisors, LLC 0.01% No change 2,124 $223K
RPS Advisory Solutions LLC 0.11% Add +2.2% 2,108 $221K
Advisory Alpha, LLC 0.01% Reduce -3.8% 2,105 $220K
Harbour Trust & Investment Management Co 0.02% No change 2,056 $215K
Stratos Wealth Advisors, LLC 0.01% New 2,000 $210K
Wealthstream Advisors, Inc. 0.03% New 1,994 $209K
Latitude Advisors, LLC 0.10% New 1,992 $209K
Susquehanna International Group, LLP 0.00% New 1,979 $207K
MGB Wealth Management, LLC 0.06% No change 1,936 $203K
GPS Wealth Strategies Group, LLC 0.02% Add +0.1% 1,932 $202K
WJ Wealth Management, LLC 0.09% Reduce -50.0% 1,940 $200K
Atlantic Union Bankshares Corp 0.00% No change 1,660 $174K
BNP Paribas Financial Markets 0.00% Reduce -97.3% 1,400 $147K
National Bank of Canada 0.00% Reduce -40.3% 1,292 $135K
Capital Investment Advisory Services, LLC 0.01% Add +0.2% 1,262 $132K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -48.5% 1,200 $126K
Front Row Advisors LLC 0.04% Reduce -16.6% 1,160 $122K
Mascoma Wealth Management LLC 0.02% No change 1,000 $105K
Westfuller Advisors, LLC 0.05% New 991 $104K
Grey Fox Wealth Advisors, LLC 0.02% New 978 $102K
CIBC Private Wealth Group LLC 0.00% No change 928 $97K
MTM Investment Management, LLC 0.03% No change 884 $93K
Farmers & Merchants Investments Inc. 0.00% No change 864 $91K
Financial Perspectives, Inc 0.02% No change 760 $80K
Montag A & Associates Inc. 0.00% No change 696 $73K
Parkside Financial Bank & Trust 0.01% No change 661 $69K
Clearstead Advisors, LLC 0.00% No change 655 $69K
Barclays PLC 0.00% New 612 $64K
1 North Wealth Services LLC 0.03% Reduce -3.3% 595 $62K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 580 $61K
Founders Financial Alliance, LLC 0.01% Add +250.6% 554 $58K
SOA Wealth Advisors, LLC. 0.01% No change 497 $52K
Ameritas Advisory Services, LLC 0.00% Reduce -31.1% 471 $49K
Blue Trust, Inc. 0.00% Add +7.2% 402 $42K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 400 $42K
FWL Investment Management, LLC 0.01% No change 400 $42K
Private Trust Co. NA 0.00% No change 352 $37K
Davis Capital Management 0.03% — 348 $36K
SouthState Bank Corp 0.00% No change 320 $34K
Wealthspire Advisors, LLC 0.00% New 319 $33K
Trust Co. of Vermont 0.00% New 300 $31K
TD Waterhouse Canada Inc. 0.00% No change 300 $31K
Colonial Trust Advisors 0.00% No change 255 $27K
O'shaughnessy Asset Management, LLC 0.00% Add +30.6% 222 $23K
Heartwood Wealth Advisors LLC 0.00% New 216 $23K
Lanark Financial, Inc. 0.00% No change 200 $21K
CENTRAL TRUST Co 0.00% No change 200 $21K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 190 $20K
Arlington Trust Co LLC 0.00% No change 175 $18K
West Paces Advisors Inc. 0.00% Reduce -59.2% 172 $18K
CX Institutional 0.00% Add +6.1% 175 $18K
NFSG Corp 0.00% No change 155 $16K
Rothschild Investment LLC 0.00% No change 150 $16K
Strategic Advocates LLC 0.00% New 149 $16K
Golden State Wealth Management, LLC 0.00% No change 143 $15K
Pflug Koory, LLC 0.01% No change 136 $14K
Cloud Capital Management, LLC 0.01% New 100 $10K
Armstrong Advisory Group, Inc. 0.00% Reduce -21.1% 90 $9K
IMG Wealth Management, Inc. 0.01% No change 88 $9K
Central Pacific Bank - Trust Division 0.00% No change 81 $8K
Duncker Streett & Co. Inc. 0.00% No change 70 $7K
West Branch Capital LLC 0.00% No change 68 $7K
Financial Gravity Asset Management, Inc. 0.00% — 68 $7K
Sound Income Strategies, LLC 0.00% No change 50 $5K
Piscataqua Savings Bank 0.00% No change 40 $4K
Russell Investments Group, Ltd. 0.00% No change 28 $3K
AlphaCore Capital LLC 0.00% No change 11 $1K

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