IYC Institutional Ownership
iShares U.S. Consumer Discretionary ETF
1W: -1.1%
1M: -5.1%
3M: -6.7%
YTD: -7.4%
1Y: -9.0%
3Y: +45.7%
5Y: +22.4%
$95.12
+0.47 (+0.50%)
Weekly Expected Move ±1.9%
$92
$93
$95
$97
$99
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IYC
275
Institutional Holders
-12 vs prior quarter
0.0%
Ownership
+0.00pp
746M
Total Invested
27
New Positions
58
Increased
110
Reduced
30
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (310 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Harel Insurance Investments & Financia | 1,370,279 | $130M | +311,538 | +29.4% | 6Q | SEC ↗ |
| 2 | PGIM Custom Harvest LLC | 940,197 | $89M | -17,616 | -1.8% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 842,331 | $80M | -102,113 | -10.8% | 60Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 681,291 | $65M | -95,335 | -12.3% | 15Q | SEC ↗ |
| 5 | UBS Group AG | 534,574 | $51M | +26,937 | +5.3% | 47Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 294,470 | $28M | +865 | +0.3% | 99Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 202,298 | $19M | -9,786 | -4.6% | 7Q | SEC ↗ |
| 8 | LPL Financial LLC | 195,459 | $19M | +1,062 | +0.5% | 54Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 162,274 | $15M | -31,567 | -16.3% | 67Q | SEC ↗ |
| 10 | BNP PARIBAS FINANCIAL MARKETS | 149,715 | $14M | +49,715 | +49.7% | 2Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 110,143 | $10M | -8,237 | -7.0% | 15Q | SEC ↗ |
| 12 | MML INVESTORS SERVICES, LLC | 61,681 | $6M | +8,075 | +15.1% | 37Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 60,630 | $6M | +7,144 | +13.4% | 26Q | SEC ↗ |
| 14 | Zurich Insurance Group Ltd/FI | 56,530 | $5M | -2,370 | -4.0% | 5Q | SEC ↗ |
| 15 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 54,959 | $5M | -859 | -1.5% | 31Q | SEC ↗ |
| 16 | First Citizens Financial Corp | 49,200 | $5M | -547 | -1.1% | 13Q | SEC ↗ |
| 17 | COTTONWOOD CAPITAL ADVISORS, LLC | 48,382 | $5M | +17,741 | +57.9% | 19Q | SEC ↗ |
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 47,402 | $5M | -114 | -0.2% | 46Q | SEC ↗ |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,025 | $4M | +17,309 | +62.5% | 4Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 44,821 | $4M | -15,227 | -25.4% | 69Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 43,306 | $4M | +11,686 | +37.0% | 69Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 43,113 | $4M | -23,232 | -35.0% | 46Q | SEC ↗ |
| 23 | Banque Transatlantique SA NEW | 40,772 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 24 | AQR CAPITAL MANAGEMENT LLC | 39,932 | $4M | +5,807 | +17.0% | 5Q | SEC ↗ |
| 25 | Thrivent Financial for Lutherans | 36,326 | $3M | +2,519 | +7.5% | 24Q | SEC ↗ |
| 26 | CITADEL ADVISORS LLC | 34,158 | $3M | -7,085 | -17.2% | 3Q | SEC ↗ |
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 32,958 | $3M | -1,936 | -5.5% | 39Q | SEC ↗ |
| 28 | SOUTHERN CAPITAL ADVISORS, LLC | 31,603 | $3M | +429 | +1.4% | 19Q | SEC ↗ |
| 29 | JONES FINANCIAL COMPANIES LLLP | 31,297 | $3M | +4,105 | +15.1% | 10Q | SEC ↗ |
| 30 | S&A Financial Services, Inc. | 30,645 | $3M | -4,883 | -13.7% | 2Q | SEC ↗ |
| 31 | PRINCIPAL SECURITIES, INC. | 29,934 | $3M | -13,400 | -30.9% | 11Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 28,296 | $3M | -2,443 | -7.9% | 35Q | SEC ↗ |
| 33 | Steward Partners Investment Advisory, | 27,721 | $3M | -28,549 | -50.7% | 29Q | SEC ↗ |
| 34 | CAPTRUST FINANCIAL ADVISORS | 24,378 | $2M | +21,856 | +866.6% | 13Q | SEC ↗ |
| 35 | FMR LLC | 23,276 | $2M | -813 | -3.4% | 32Q | SEC ↗ |
| 36 | Stillwater Capital Advisors, LLC | 21,832 | $2M | -22 | -0.1% | 67Q | SEC ↗ |
| 37 | TritonPoint Partners, LLC NEW | 19,810 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 38 | TRITONPOINT WEALTH, LLC | 19,810 | $2M | -176 | -0.9% | 11Q | SEC ↗ |
| 39 | PATTEN & PATTEN INC/TN | 18,614 | $2M | -80 | -0.4% | 34Q | SEC ↗ |
| 40 | CITIGROUP INC | 17,572 | $2M | -469 | -2.6% | 58Q | SEC ↗ |
| 41 | Stonebridge Financial Planning Group, | 16,856 | $2M | -3,003 | -15.1% | 27Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 15,435 | $1M | +106 | +0.7% | 49Q | SEC ↗ |
| 43 | Mutual Advisors, LLC | 14,716 | $1M | -128 | -0.9% | 35Q | SEC ↗ |
| 44 | BlackRock, Inc. | 14,702 | $1M | -17,360 | -54.1% | 8Q | SEC ↗ |
| 45 | HighTower Advisors, LLC | 14,680 | $1M | -284 | -1.9% | 37Q | SEC ↗ |
| 46 | AMERIPRISE FINANCIAL INC | 14,647 | $1M | -28,156 | -65.8% | 16Q | SEC ↗ |
| 47 | GARRISON POINT ADVISORS, LLC | 13,970 | $1M | -373 | -2.6% | 31Q | SEC ↗ |
| 48 | SPINNAKER TRUST | 13,928 | $1M | — | +0.0% | 69Q | SEC ↗ |
| 49 | Strategic Blueprint, LLC | 13,283 | $1M | -32,624 | -71.1% | 4Q | SEC ↗ |
| 50 | AlphaCore Capital LLC | 13,223 | $1M | -3,928 | -22.9% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Banque Transatlantique SA | 40,772 | $4M |
| TritonPoint Partners, LLC | 19,810 | $2M |
| R2 Capital Strategies, LLC | 7,566 | $720K |
| Integrated Wealth Concepts LLC | 4,589 | $437K |
| Parallel Advisors, LLC | 4,395 | $418K |
| Dynamic Advisor Solutions LLC | 2,917 | $277K |
| Stratos Investment Management, LLC | 2,820 | $268K |
| FLOW TRADERS U.S. LLC | 2,454 | $233K |
| HB Wealth Management, LLC | 2,296 | $218K |
| Harbour Trust & Investment Manageme | 2,056 | $196K |
| Greenspring Advisors, LLC | 1,994 | $190K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,361 | $129K |
| Hartford Financial Management Inc. | 1,245 | $118K |
| Global Retirement Partners, LLC | 704 | $67K |
| IFG Advisory, LLC | 664 | $63K |
| VICTORY CAPITAL MANAGEMENT INC | 661 | $63K |
| ASSETMARK, INC | 336 | $32K |
| TRUST CO OF VERMONT | 300 | $29K |
| Commonwealth Retirement Investments | 213 | $20K |
| Spectrum Wealth Advisory Group, LLC | 162 | $15K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | 605,098 | $58M |
| MinichMacGregor Wealth Management, | 199,422 | $19M |
| TWO SIGMA INVESTMENTS, LP | 143,700 | $14M |
| Prospera Financial Services Inc | 118,740 | $11M |
| ADVISORTRUST PARTNERS, LLC | 106,471 | $10M |
| Well Done, LLC | 71,104 | $7M |
| Madison Park Capital Advisors, LLC | 32,441 | $3M |
| Eaton Financial Holdings Company, L | 30,062 | $3M |
| JANE STREET GROUP, LLC | 25,970 | $2M |
| Tower Research Capital LLC (TRC) | 18,288 | $2M |
| WealthCare Asset Management, LLC | 18,102 | $2M |
| GTS SECURITIES LLC | 17,125 | $2M |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 16,393 | $2M |
| Wagner Wealth Management, Corp | 14,583 | $1M |
| HRT FINANCIAL LP | 13,546 | $1M |
| Outlook Wealth Advisors, LLC | 11,026 | $1M |
| Point72 Asset Management, L.P. | 10,758 | $1M |
| Gallagher Capital Advisors, LLC | 10,702 | $1M |
| MUIRFIELD WEALTH ADVISORS LLC | 8,305 | $790K |
| Apeiron RIA LLC | 7,693 | $732K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -102,113 | -10.8% | 842,331 |
| BANK OF AMERICA CORP /DE | -95,335 | -12.3% | 681,291 |
| Strategic Blueprint, LLC | -32,624 | -71.1% | 13,283 |
| ROYAL BANK OF CANADA | -31,567 | -16.3% | 162,274 |
| Steward Partners Investment Advisor | -28,549 | -50.7% | 27,721 |
| AMERIPRISE FINANCIAL INC | -28,156 | -65.8% | 14,647 |
| Cambridge Investment Research Advis | -23,232 | -35.0% | 43,113 |
| PGIM Custom Harvest LLC | -17,616 | -1.8% | 940,197 |
| BlackRock, Inc. | -17,360 | -54.1% | 14,702 |
| ENVESTNET ASSET MANAGEMENT INC | -15,227 | -25.4% | 44,821 |
| PRINCIPAL SECURITIES, INC. | -13,400 | -30.9% | 29,934 |
| Sunbelt Securities, Inc. | -13,268 | -74.7% | 4,498 |
| RAYMOND JAMES FINANCIAL INC | -9,786 | -4.6% | 202,298 |
| AMG National Trust Bank | -9,652 | -45.2% | 11,702 |
| GOLDMAN SACHS GROUP INC | -8,237 | -7.0% | 110,143 |
| CITADEL ADVISORS LLC | -7,085 | -17.2% | 34,158 |
| Mariner, LLC | -6,874 | -38.3% | 11,076 |
| S&A Financial Services, Inc. | -4,883 | -13.7% | 30,645 |
| Sanctuary Advisors, LLC | -4,380 | -42.4% | 5,950 |
| AlphaCore Capital LLC | -3,928 | -22.9% | 13,223 |