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Ishares US Consumer Discreti (IYC)

CUSIP: 464287580 | NYSE | 795 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Harel Insurance Investments & Financial Services Ltd.1,765,008
0.0% of portfolio›$167.3K
Ferguson Wellman Capital Management, Inc53,428
0.1% of portfolio›$5.1M
Cottonwood Capital Advisors, LLC50,785
2.9% of portfolio›$4.8M
First Citizens Financial Corp48,842
1.9% of portfolio›$4.6M
Cambridge Investment Research Advisors, Inc.37,340
0.0% of portfolio›$3.5K
S&A Financial Services, Inc.28,482
1.7% of portfolio›$2.7M
Commonwealth Equity Services, LLC24,604
0.0% of portfolio›$2.3M
Tritonpoint Wealth, LLC19,455
0.2% of portfolio›$1.8M
Patten & Patten Inc18,439
0.1% of portfolio›$1.7M
Citigroup Inc17,219
0.0% of portfolio›$1.6M
Virtue Capital Management, LLC14,397
0.2% of portfolio›$1.4M
Creative Planning12,184
0.0% of portfolio›$1.2M
Lakeshore Capital Group, Inc.11,928
0.7% of portfolio›$1.1M
Strategic Blueprint, LLC11,826
0.1% of portfolio›$1.1M
Wespac Advisors SoCal, LLC11,379
0.2% of portfolio›$1.1M
Asset One Wealth Management LLC11,170
0.1% of portfolio›$1.1M
Ameliora Wealth Management Ltd.11,000
0.3% of portfolio›$1.0M
Whitener Capital Management, Inc.10,791
0.2% of portfolio›$1.0M
Koshinski Asset Management, Inc.10,551
0.1% of portfolio›$1.0M
AlphaCore Capital LLC8,862
0.0% of portfolio›$839.9K
Capital Investment Advisors, LLC8,742
0.0% of portfolio›$828.6K
Truist Financial Corp8,584
0.0% of portfolio›$868.9K
Genesee Capital Advisors, LLC8,088
0.2% of portfolio›$766.6K
Pension & Wealth Management Advisors, Inc.8,000
0.2% of portfolio›$758.2K
R2 Capital Strategies, LLC7,858
0.3% of portfolio›$744.8K
Patton Albertson Miller Group, LLC7,551
0.1% of portfolio›$715.7K
Signature Estate & Investment Advisors LLC6,359
0.0% of portfolio›$602.7K
Sonata Capital Group Inc6,290
0.2% of portfolio›$596.2K
Davenport & Co LLC6,282
0.0% of portfolio›$595.4K
Allen Investment Management, LLC6,263
0.0% of portfolio›$594.1K
Parallel Advisors, LLC6,138
0.0% of portfolio›$581.8K
Kestra Advisory Services, LLC6,011
0.0% of portfolio›$569.7K
TD Waterhouse Canada Inc.6,009
0.0% of portfolio›$568.8K
Southern Capital Advisors, LLC5,771
0.2% of portfolio›$547.0K
Csenge Advisory Group5,750
0.0% of portfolio›$545.0K
Canvas Wealth Advisors, LLC5,584
0.1% of portfolio›$561.4K
Citizens Financial Group Inc4,909
0.0% of portfolio›$465.3K
CoreCap Advisors, LLC4,897
0.0% of portfolio›$464.2K
Patriot Investment Management Group, Inc.4,855
0.0% of portfolio›$460.2K
Elevation Point Wealth Partners, LLC4,853
0.0% of portfolio›$460.0K
Concurrent Investment Advisors, LLC4,796
0.0% of portfolio›$454.6K
Retirement Planning Group, LLC4,624
0.0% of portfolio›$438.3K
North Star Investment Management Corp.4,316
0.0% of portfolio›$409.1K
Eubel Brady & Suttman Asset Management Inc4,000
0.1% of portfolio›$379.0K
First Citizens Bank & Trust Co3,975
0.0% of portfolio›$376.8K
Samalin Investment Counsel, LLC3,845
0.1% of portfolio›$364.4K
Greenfield Savings Bank3,512
0.1% of portfolio›$332.9K
Maltin Wealth Management, Inc.3,276
0.1% of portfolio›$310.5K
Prime Capital Investment Advisors, LLC3,134
0.0% of portfolio›$297.0K
Kingswood Wealth Advisors, LLC3,120
0.0% of portfolio›$295.7K
Chicago Partners Investment Group LLC2,993
0.0% of portfolio›$296.5K
Dynamic Advisor Solutions LLC2,910
0.0% of portfolio›$275.8K
Beacon Financial Advisory LLC2,834
0.1% of portfolio›$268.6K
Lido Advisors, LLC2,696
0.0% of portfolio›$255.6K
Sageworth Trust Co2,619
0.0% of portfolio›$248.2K
Midwest Trust Co2,610
0.0% of portfolio›$247.4K
Wealth Enhancement Advisory Services, LLC2,570
0.0% of portfolio›$250.0K
LexAurum Advisors, LLC2,567
0.0% of portfolio›$243.3K
Atlas Brown,Inc.2,531
0.1% of portfolio›$239.9K
Argentarii, LLC2,400
0.1% of portfolio›$227.5K
StoneX Group Inc.2,331
0.0% of portfolio›$234.9K
Latitude Advisors, LLC2,257
0.1% of portfolio›$213.9K
Sierra Summit Advisors LLC2,235
0.0% of portfolio›$211.8K
Focus Financial Network, Inc.2,229
0.0% of portfolio›$211.3K
SAX Wealth Advisors, LLC2,124
0.0% of portfolio›$201.3K
Farther Finance Advisors, LLC2,068
0.0% of portfolio›$196.0K
Allspring Global Investments Holdings, LLC1,705
0.0% of portfolio›$161.4K
IFP Advisors, Inc1,490
0.0% of portfolio›$141.2K
Hartford Financial Management Inc.1,245
0.0% of portfolio›$118.0K
Compass Financial Management LLC1,224
0.0% of portfolio›$116.0K
Mascoma Wealth Management LLC1,000
0.0% of portfolio›$94.8K
MTM Investment Management, LLC829
0.0% of portfolio›$78.6K
Montag A & Associates Inc800
0.0% of portfolio›$75.8K
Financial Perspectives, Inc760
0.0% of portfolio›$72.0K
Parkside Financial Bank & Trust661
0.0% of portfolio›$62.7K
Mosley Wealth Management564
0.0% of portfolio›$56.2K
Atlantic Edge Private Wealth Management, LLC560
0.0% of portfolio›$53.1K
Ashton Thomas Private Wealth, LLC496
0.0% of portfolio›$47.0K
Private Trust Co NA409
0.0% of portfolio›$38.8K
Davis Capital Management348
0.0% of portfolio›$33.0K
Assetmark, Inc336
0.0% of portfolio›$31.8K
Trust Co of Vermont300
0.0% of portfolio›$28.4K
Blue Trust, Inc.276
0.0% of portfolio›$26.2K
North Point Portfolio Managers Corp268
0.0% of portfolio›$25.4K
Lanark Financial, Inc.200
0.0% of portfolio›$19.0K
Piedmont Capital Management, LLC200
0.0% of portfolio›$19.0K
Nfsg Corp155
0.0% of portfolio›$14.7K
Strategic Advocates LLC149
0.1% of portfolio›$14.1K
Golden State Wealth Management, LLC143
0.0% of portfolio›$13.6K
West Paces Advisors Inc.135
0.0% of portfolio›$12.8K
Laurel Wealth Advisors LLC124
0.0% of portfolio›$11.8K
Armstrong Advisory Group, Inc122
0.0% of portfolio›$11.6K
Spire Wealth Management100
0.0% of portfolio›$9.5K
IMG Wealth Management, Inc.88
0.0% of portfolio›$8.4K
Central Pacific Bank - Trust Division81
0.0% of portfolio›$7.7K
WestEnd Advisors, LLC78
0.0% of portfolio›$7.4K
Buck Wealth Strategies, LLC72
0.0% of portfolio›$6.8K
Duncker Streett & Co Inc70
0.0% of portfolio›$6.6K
Mondrian Investment Partners LTD62
0.0% of portfolio›$6.2K
Cassaday & Co Wealth Management LLC50
0.0% of portfolio›$4.7K
CX Institutional48
0.0% of portfolio›$5
Piscataqua Savings Bank40
0.0% of portfolio›$3.8K
Ascentis Independent Advisors29
0.0% of portfolio›$2.7K
Evermay Wealth Management LLC28
0.0% of portfolio›$2.7K
Tsfg, LLC13
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Harel Insurance Investments & Financial Services Ltd.
1,765,008$167.3K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Ferguson Wellman Capital Management, Inc
53,428$5.1M0.1%CoreLowPortland, OR2026-10-05
Cottonwood Capital Advisors, LLC
50,785$4.8M2.9%ETFVery LowSalt Lake City, UT2026-10-20
First Citizens Financial Corp
48,842$4.6M1.9%ETFLowMason City, IA2026-10-02
Cambridge Investment Research Advisors, Inc.
37,340$3.5K0.0%ETFLowFairfield, IA2026-11-02
S&A Financial Services, Inc.
28,482$2.7M1.7%ETFN/AOverland Park, KS2026-11-03
Commonwealth Equity Services, LLC
24,604$2.3M0.0%ETFLowWaltham, MA2026-11-02
Tritonpoint Wealth, LLC
19,455$1.8M0.2%CoreLowChevy Chase, MD2026-10-19
Patten & Patten Inc
18,439$1.7M0.1%CoreLowChattanooga, TN2026-10-26
Citigroup Inc
17,219$1.6M0.0%CoreMediumNew York, NY2026-11-04
Virtue Capital Management, LLC
14,397$1.4M0.2%GrowthHighBrentwood, TN2026-10-29
Creative Planning
12,184$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Lakeshore Capital Group, Inc.
11,928$1.1M0.7%CoreVery LowRolling Meadows, IL2026-10-20
Strategic Blueprint, LLC
11,826$1.1M0.1%ETFLowAtlanta, GA2026-10-22
Wespac Advisors SoCal, LLC
11,379$1.1M0.2%GrowthMediumPasadena, CA2026-10-13
Asset One Wealth Management LLC
11,170$1.1M0.1%GrowthLowBellevue, WA2026-11-02
Ameliora Wealth Management Ltd.
11,000$1.0M0.3%ETFLowZurich, Switzerland2026-10-23
Whitener Capital Management, Inc.
10,791$1.0M0.2%CoreVery LowRocky Mount, NC2026-10-15
Koshinski Asset Management, Inc.
10,551$1.0M0.1%ETFLowDecatur, IL2026-10-29
AlphaCore Capital LLC
8,862$839.9K0.0%ETFLowLa Jolla, CA2026-11-04
Capital Investment Advisors, LLC
8,742$828.6K0.0%CoreLowAtlanta, GA2026-10-22
Truist Financial Corp
8,584$868.9K0.0%CoreLowCharlotte, NC2026-10-30
Genesee Capital Advisors, LLC
8,088$766.6K0.2%ETFMediumAuburn, NY2026-10-20
Pension & Wealth Management Advisors, Inc.
8,000$758.2K0.2%ETFLowWaltham, MA2026-10-16
R2 Capital Strategies, LLC
7,858$744.8K0.3%ETFN/ALincoln, NE2026-10-15
Patton Albertson Miller Group, LLC
7,551$715.7K0.1%CoreLowChattanooga, TN2026-10-26
Signature Estate & Investment Advisors LLC
6,359$602.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Sonata Capital Group Inc
6,290$596.2K0.2%ETFVery LowSeattle, WA2026-10-19
Davenport & Co LLC
6,282$595.4K0.0%CoreMediumRichmond, VA2026-10-14
Allen Investment Management, LLC
6,263$594.1K0.0%MomentumMediumNew York, NY2026-11-03
Parallel Advisors, LLC
6,138$581.8K0.0%IndexLowSan Francisco, CA2026-11-03
Kestra Advisory Services, LLC
6,011$569.7K0.0%CoreLowAustin, TX2026-11-02
TD Waterhouse Canada Inc.
6,009$568.8K0.0%CoreLowToronto, Australia2026-10-16
Southern Capital Advisors, LLC
5,771$547.0K0.2%ETFLowJackson, TN2026-10-26
Csenge Advisory Group
5,750$545.0K0.0%ETFMediumClearwater, FL2026-11-04
Canvas Wealth Advisors, LLC
5,584$561.4K0.1%GrowthLowShawnee, KS2026-11-02
Citizens Financial Group Inc
4,909$465.3K0.0%GrowthLowProvidence, RI2026-10-23
CoreCap Advisors, LLC
4,897$464.2K0.0%ETFMediumSouthfield, MI2026-10-08
Patriot Investment Management Group, Inc.
4,855$460.2K0.0%ETFVery LowKnoxville, TN2026-10-15
Elevation Point Wealth Partners, LLC
4,853$460.0K0.0%CoreHighDenver, CO2026-11-05
Concurrent Investment Advisors, LLC
4,796$454.6K0.0%GrowthMediumTampa, FL2026-10-16
Retirement Planning Group, LLC
4,624$438.3K0.0%ETFVery LowLeawood, KS2026-10-19
North Star Investment Management Corp.
4,316$409.1K0.0%CoreLowChicago, IL2026-10-27
Eubel Brady & Suttman Asset Management Inc
4,000$379.0K0.1%Deep ValueMediumMiamisburg, OH2026-11-04
First Citizens Bank & Trust Co
3,975$376.8K0.0%CoreMediumRaleigh, NC2026-10-14
Samalin Investment Counsel, LLC
3,845$364.4K0.1%YieldMediumChappaqua, NY2026-10-23
Greenfield Savings Bank
3,512$332.9K0.1%CoreVery LowGreenfield, MA2026-10-07
Maltin Wealth Management, Inc.
3,276$310.5K0.1%ETFMediumRidgewood, NJ2026-10-13
Prime Capital Investment Advisors, LLC
3,134$297.0K0.0%ETFLowOverland Park, KS2026-10-20
Kingswood Wealth Advisors, LLC
3,120$295.7K0.0%GrowthLowSan Diego, CA2026-10-23
Chicago Partners Investment Group LLC
2,993$296.5K0.0%GARPLowChicago, IL2026-10-27
Dynamic Advisor Solutions LLC
2,910$275.8K0.0%ETFLowPhoenix, AZ2026-10-13
Beacon Financial Advisory LLC
2,834$268.6K0.1%ETFLowCleveland, OH2026-10-16
Lido Advisors, LLC
2,696$255.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Sageworth Trust Co
2,619$248.2K0.0%ETFLowLancaster, PA2026-10-30
Midwest Trust Co
2,610$247.4K0.0%CoreLowOverland Park, KS2026-10-22
Wealth Enhancement Advisory Services, LLC
2,570$250.0K0.0%CoreLowPlymouth, MN2026-10-13
LexAurum Advisors, LLC
2,567$243.3K0.0%ETFLowOverland Park, KS2026-10-19
Atlas Brown,Inc.
2,531$239.9K0.1%GrowthLowLouisville, KY2026-10-09
Argentarii, LLC
2,400$227.5K0.1%GrowthLowCincinnati, OH2026-10-28
StoneX Group Inc.
2,331$234.9K0.0%ETFMediumNew York, NY2026-11-03
Latitude Advisors, LLC
2,257$213.9K0.1%ETFLowYorkville, IL2026-10-27
Sierra Summit Advisors LLC
2,235$211.8K0.0%Agg GrowthHighIncline Village, NV2026-10-28
Focus Financial Network, Inc.
2,229$211.3K0.0%ETFLowMinneapolis, MN2026-10-14
SAX Wealth Advisors, LLC
2,124$201.3K0.0%ETFVery LowParsippany, NJ2026-10-13
Farther Finance Advisors, LLC
2,068$196.0K0.0%IndexLowSan Francisco, CA2026-10-08
Allspring Global Investments Holdings, LLC
1,705$161.4K0.0%CoreMediumCharlotte, NC2026-11-04
IFP Advisors, Inc
1,490$141.2K0.0%GrowthLowTampa, FL2026-10-16
Hartford Financial Management Inc.
1,245$118.0K0.0%CoreLowWest Hartford, CT2026-10-21
Compass Financial Management LLC
1,224$116.0K0.0%CoreN/ATampa, FL2026-10-30
Mascoma Wealth Management LLC
1,000$94.8K0.0%ETFVery LowHanover, NH2026-10-23
MTM Investment Management, LLC
829$78.6K0.0%CoreVery LowSpartanburg, SC2026-10-30
Montag A & Associates Inc
800$75.8K0.0%CoreLowAtlanta, GA2026-10-29
Financial Perspectives, Inc
760$72.0K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Parkside Financial Bank & Trust
661$62.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mosley Wealth Management
564$56.2K0.0%ETFHighAnaheim, CA2026-10-16
Atlantic Edge Private Wealth Management, LLC
560$53.1K0.0%CoreLowJacksonville, FL2026-10-20
Ashton Thomas Private Wealth, LLC
496$47.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Private Trust Co NA
409$38.8K0.0%CoreLowCleveland, OH2026-10-20
Davis Capital Management
348$33.0K0.0%CoreLowJacksonville, FL2026-10-08
Assetmark, Inc
336$31.8K0.0%ETFLowConcord, CA2026-10-21
Trust Co of Vermont
300$28.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Blue Trust, Inc.
276$26.2K0.0%ETFLowBrentwood, TN2026-10-15
North Point Portfolio Managers Corp
268$25.4K0.0%GrowthLowOrange Village, OH2026-10-07
Lanark Financial, Inc.
200$19.0K0.0%CoreMediumBirmingham, AL2026-10-26
Piedmont Capital Management, LLC
200$19.0K0.0%CoreLowGreensboro, NC2026-10-21
Nfsg Corp
155$14.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Strategic Advocates LLC
149$14.1K0.1%GrowthLowSacramento, CA2026-11-03
Golden State Wealth Management, LLC
143$13.6K0.0%ETFMediumSanta Ana, CA2026-11-02
West Paces Advisors Inc.
135$12.8K0.0%ETFLowAtlanta, GA2026-10-13
Laurel Wealth Advisors LLC
124$11.8K0.0%CoreVery LowCharlotte, NC2026-10-27
Armstrong Advisory Group, Inc
122$11.6K0.0%ETFHighNeedham, MA2026-10-09
Spire Wealth Management
100$9.5K0.0%GrowthMediumMclean, VA2026-10-30
IMG Wealth Management, Inc.
88$8.4K0.0%ETFMediumJacksonville, FL2026-10-27
Central Pacific Bank - Trust Division
81$7.7K0.0%CoreMediumHonolulu, HI2026-10-06
WestEnd Advisors, LLC
78$7.4K0.0%ETFMediumCharlotte, NC2026-10-27
Buck Wealth Strategies, LLC
72$6.8K0.0%ValueMediumDenver, CO2026-10-28
Duncker Streett & Co Inc
70$6.6K0.0%GrowthLowSt. Louis, MO2026-10-27
Mondrian Investment Partners LTD
62$6.2K0.0%YieldMediumLondon, United Kingdom2026-10-23
Cassaday & Co Wealth Management LLC
50$4.7K0.0%ETFVery LowMclean, VA2026-10-27
CX Institutional
48$50.0%CoreMediumAuburn, IN2026-10-02
Piscataqua Savings Bank
40$3.8K0.0%CoreVery LowPortsmouth, NH2026-10-21
Ascentis Independent Advisors
29$2.7K0.0%ETFLowDallas, TX2026-11-03
Evermay Wealth Management LLC
28$2.7K0.0%ETFLowArlington, VA2026-11-05
Tsfg, LLC
13$10.0%ETFLowLake Forest, IL2026-10-23