ISHARES US CONSUMER DISCRETI (IYC) Institutional Shareholders
ISHARES US CONSUMER DISCRETI (IYC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $610.39M in IYC holdings during the latest filing period.
Pgim Custom Harvest Llc is currently the largest disclosed institutional shareholder of IYC tracked by InsiderSet, reporting ownership valued at approximately $92.83M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $96.87M, representing an estimated gain of +4.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed IYC value among the investors covered in this analysis. Major shareholders include Pgim Custom Harvest Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES US CONSUMER DISCRETI (IYC).
This page ranks the largest institutional IYC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
251
Total Reported Value
$610.39M
Largest Holder
Pgim Custom Harvest Llc
Largest Position
$92.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pgim Custom Harvest Llc | 1.45% | 957,813 | $92,831,170 | $96,873,207 | +$4,042,037 | +4.35% | |
| Morgan Stanley | 0.01% | 944,444 | $91,535,656 | $95,521,066 | +$3,985,410 | +4.35% | |
| Bank Of America Corp | 0.01% | 776,626 | $75,270,610 | $78,547,954 | +$3,277,344 | +4.35% | |
| Ubs Group Ag | 0.01% | 507,637 | $49,200,178 | $51,342,406 | +$2,142,228 | +4.35% | |
| Wells Fargo & Company/Mn | 0.01% | 293,605 | $28,456,164 | $29,695,210 | +$1,239,046 | +4.35% | |
| Raymond James Financial Inc | 0.01% | 212,084 | $20,555,205 | $21,450,176 | +$894,971 | +4.35% | |
| Lpl Financial Llc | 0.01% | 194,397 | $18,840,937 | $19,661,313 | +$820,376 | +4.35% | |
| Royal Bank Of Canada | 0.00% | 193,841 | $18,787,000 | $19,605,079 | +$818,079 | +4.35% | |
| Goldman Sachs Group Inc | 0.00% | 118,380 | $11,473,390 | $11,972,953 | +$499,563 | +4.35% | |
| Bnp Paribas Financial Markets | 0.01% | 100,000 | $9,692,000 | $10,114,000 | +$422,000 | +4.35% | |
| Gallagher Capital Advisors, Llc | 4.71% | 10,702 | $6,990,628 | $1,082,400 | -$5,908,228 | -84.52% | |
| Envestnet Asset Management Inc | 0.00% | 60,048 | $5,819,870 | $6,073,255 | +$253,385 | +4.35% | |
| Zurich Insurance Group Ltd/Fi | 0.04% | 58,900 | $5,708,588 | $5,957,146 | +$248,558 | +4.35% | |
| Ferguson Wellman Capital Management, Inc | 0.07% | 54,959 | $5,556,355 | $5,558,553 | +$2,198 | +0.04% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 56,270 | $5,453,668 | $5,691,148 | +$237,480 | +4.35% | |
| Mml Investors Services, Llc | 0.01% | 53,606 | $5,195,486 | $5,421,711 | +$226,225 | +4.35% | |
| Osaic Holdings, Inc. | 0.01% | 53,486 | $5,184,043 | $5,409,574 | +$225,531 | +4.35% | |
| First Citizens Financial Corp | 2.08% | 49,200 | $4,974,120 | $4,976,088 | +$1,968 | +0.04% | |
| Cottonwood Capital Advisors, Llc | 2.95% | 48,382 | $4,891,434 | $4,893,355 | +$1,921 | +0.04% | |
| United Capital Financial Advisors, Llc | 0.03% | 47,516 | $4,606,442 | $4,805,768 | +$199,326 | +4.33% | |
| Principal Securities, Inc. | 0.06% | 43,334 | $4,199,931 | $4,382,801 | +$182,870 | +4.35% | |
| Ameriprise Financial Inc | 0.00% | 42,803 | $4,148,455 | $4,329,095 | +$180,640 | +4.35% | |
| Banque Transatlantique Sa | 0.09% | 40,772 | $4,122,049 | $4,123,680 | +$1,631 | +0.04% | |
| Citadel Advisors Llc | 0.00% | 41,243 | $3,997,272 | $4,171,317 | +$174,045 | +4.35% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 34,894 | $3,381,912 | $3,529,179 | +$147,267 | +4.35% | |
| Aqr Capital Management Llc | 0.00% | 34,125 | $3,307,359 | $3,451,403 | +$144,044 | +4.36% | |
| Southern Capital Advisors, Llc | 1.33% | 31,603 | $3,195,099 | $3,196,327 | +$1,228 | +0.04% | |
| Blackrock, Inc. | 0.00% | 32,062 | $3,107,449 | $3,242,751 | +$135,302 | +4.35% | |
| S&A Financial Services, Inc. | 1.89% | 30,645 | $3,098,179 | $3,099,435 | +$1,256 | +0.04% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,296 | $2,860,733 | $2,861,857 | +$1,124 | +0.04% | |
| Susquehanna International Group, Llp | 0.00% | 27,716 | $2,686,235 | $2,803,196 | +$116,961 | +4.35% | |
| Jones Financial Companies Lllp | 0.00% | 27,192 | $2,562,307 | $2,750,199 | +$187,892 | +7.33% | |
| Fmr Llc | 0.00% | 24,089 | $2,334,725 | $2,436,361 | +$101,636 | +4.35% | |
| Stillwater Capital Advisors, Llc | 0.23% | 21,832 | $2,207,216 | $2,208,088 | +$872 | +0.04% | |
| Amg National Trust Bank | 0.04% | 21,354 | $2,069,630 | $2,159,744 | +$90,114 | +4.35% | |
| Tritonpoint Wealth, Llc | 0.21% | 19,986 | $1,937,043 | $2,021,384 | +$84,341 | +4.35% | |
| Patten & Patten Inc/Tn | 0.11% | 18,694 | $1,811,822 | $1,890,711 | +$78,889 | +4.35% | |
| Tower Research Capital Llc (Trc) | 0.05% | 18,288 | $1,772,473 | $1,849,648 | +$77,175 | +4.35% | |
| Citigroup Inc | 0.00% | 18,041 | $1,748,577 | $1,824,667 | +$76,090 | +4.35% | |
| Mariner, Llc | 0.00% | 17,950 | $1,734,073 | $1,815,463 | +$81,390 | +4.69% | |
| Stonebridge Financial Planning Group, Llc | 0.54% | 16,856 | $1,704,160 | $1,704,816 | +$656 | +0.04% | |
| Alphacore Capital Llc | 0.04% | 17,151 | $1,662,241 | $1,734,652 | +$72,411 | +4.36% | |
| Gts Securities Llc | 0.06% | 17,125 | $1,659,755 | $1,732,023 | +$72,268 | +4.35% | |
| Stifel Financial Corp | 0.00% | 15,329 | $1,485,943 | $1,550,375 | +$64,432 | +4.34% | |
| Quantinno Capital Management Lp | 0.00% | 15,106 | $1,464,151 | $1,527,821 | +$63,670 | +4.35% | |
| Hightower Advisors, Llc | 0.00% | 14,964 | $1,450,328 | $1,513,459 | +$63,131 | +4.35% | |
| Mutual Advisors, Llc | 0.03% | 14,844 | $1,438,708 | $1,501,322 | +$62,614 | +4.35% | |
| Garrison Point Advisors, Llc | 0.57% | 13,970 | $1,412,367 | $1,412,926 | +$559 | +0.04% | |
| Spinnaker Trust | 0.07% | 13,928 | $1,349,902 | $1,408,678 | +$58,776 | +4.35% | |
| Strategic Blueprint, Llc | 0.07% | 13,283 | $1,342,904 | $1,343,443 | +$539 | +0.04% |
Frequently asked questions about IYC
Who owns the most IYC stock?
The largest holders of IYC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES US CONSUMER DISCRETI (IYC).
Is IYC widely held by superinvestors?
Many widely followed stocks like IYC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IYC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.