IYC Institutional Ownership & Shareholders
ISHARES US CONSUMER DISCRETI (IYC) is currently held by 233 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $734.38M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pgim Custom Harvest Llc is currently the largest disclosed institutional shareholder of IYC tracked by InsiderSet, reporting ownership valued at approximately $95.05M in its June 30, 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 $94.20M, representing an estimated loss of -0.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
233
Total Reported Value
$734.38M
Largest Holder
Pgim Custom Harvest Llc
Largest Position
$95.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pgim Custom Harvest Llc | 1.19% | 940,197 | $95,053,923 | $94,198,337 | -$855,586 | -0.90% | |
| Morgan Stanley | 0.00% | 842,331 | $85,159,808 | $84,393,143 | -$766,665 | -0.90% | |
| Bank Of America Corp | 0.00% | 681,291 | $68,878,499 | $68,258,545 | -$619,954 | -0.90% | |
| Ubs Group Ag | 0.01% | 534,574 | $54,045,431 | $53,558,969 | -$486,462 | -0.90% | |
| Wells Fargo & Company/Mn | 0.01% | 294,470 | $29,770,844 | $29,502,949 | -$267,895 | -0.90% | |
| Raymond James Financial Inc | 0.01% | 202,298 | $20,452,369 | $20,268,237 | -$184,132 | -0.90% | |
| Lpl Financial Llc | 0.00% | 195,459 | $19,760,912 | $19,583,037 | -$177,875 | -0.90% | |
| Royal Bank Of Canada | 0.00% | 162,274 | $16,406,000 | $16,258,232 | -$147,768 | -0.90% | |
| Bnp Paribas Financial Markets | 0.01% | 149,715 | $15,136,186 | $14,999,946 | -$136,240 | -0.90% | |
| Goldman Sachs Group Inc | 0.00% | 110,143 | $11,135,457 | $11,035,227 | -$100,230 | -0.90% | |
| Mml Investors Services, Llc | 0.01% | 61,681 | $6,235,963 | $6,179,819 | -$56,144 | -0.90% | |
| Osaic Holdings, Inc. | 0.01% | 60,630 | $6,130,170 | $6,074,520 | -$55,650 | -0.91% | |
| Zurich Insurance Group Ltd/Fi | 0.04% | 56,530 | $5,715,183 | $5,663,741 | -$51,442 | -0.90% | |
| Ferguson Wellman Capital Management, Inc | 0.06% | 53,428 | $5,063,906 | $5,352,951 | +$289,045 | +5.71% | |
| Cottonwood Capital Advisors, Llc | 2.90% | 50,785 | $4,813,424 | $5,088,149 | +$274,725 | +5.71% | |
| United Capital Financial Advisors, Llc | 0.03% | 47,402 | $4,791,381 | $4,749,206 | -$42,175 | -0.88% | |
| First Citizens Financial Corp | 1.95% | 48,842 | $4,629,245 | $4,893,480 | +$264,235 | +5.71% | |
| Susquehanna International Group, Llp | 0.00% | 45,025 | $4,552,027 | $4,511,055 | -$40,972 | -0.90% | |
| Envestnet Asset Management Inc | 0.00% | 44,821 | $4,531,364 | $4,490,616 | -$40,748 | -0.90% | |
| Jpmorgan Chase & Co | 0.00% | 43,306 | $4,396,424 | $4,338,828 | -$57,596 | -1.31% | |
| Banque Transatlantique Sa | 0.09% | 40,772 | $4,122,049 | $4,084,947 | -$37,102 | -0.90% | |
| Aqr Capital Management Llc | 0.00% | 39,932 | $4,037,087 | $4,000,787 | -$36,300 | -0.90% | |
| Thrivent Financial For Lutherans | 0.01% | 36,326 | $3,673,000 | $3,639,502 | -$33,498 | -0.91% | |
| Citadel Advisors Llc | 0.00% | 34,158 | $3,453,374 | $3,422,290 | -$31,084 | -0.90% | |
| Jones Financial Companies Lllp | 0.00% | 31,297 | $3,144,678 | $3,135,646 | -$9,032 | -0.29% | |
| S&A Financial Services, Inc. | 1.89% | 30,645 | $3,098,179 | $3,070,323 | -$27,856 | -0.90% | |
| Principal Securities, Inc. | 0.04% | 29,934 | $3,026,327 | $2,999,087 | -$27,240 | -0.90% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 27,721 | $2,802,554 | $2,777,367 | -$25,187 | -0.90% | |
| Captrust Financial Advisors | 0.00% | 24,378 | $2,464,616 | $2,442,432 | -$22,184 | -0.90% | |
| Fmr Llc | 0.00% | 23,276 | $2,353,246 | $2,332,022 | -$21,224 | -0.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 24,604 | $2,331,915 | $2,465,075 | +$133,160 | +5.71% | |
| Stillwater Capital Advisors, Llc | 0.23% | 21,832 | $2,207,216 | $2,187,348 | -$19,868 | -0.90% | |
| Tritonpoint Partners, Llc | 0.17% | 19,810 | $2,002,791 | $1,984,764 | -$18,027 | -0.90% | |
| Tritonpoint Wealth, Llc | 0.18% | 19,455 | $1,843,945 | $1,949,196 | +$105,251 | +5.71% | |
| Citigroup Inc | 0.00% | 17,572 | $1,776,487 | $1,760,539 | -$15,948 | -0.90% | |
| Patten & Patten Inc/Tn | 0.09% | 18,439 | $1,747,648 | $1,847,403 | +$99,755 | +5.71% | |
| Stonebridge Financial Planning Group, Llc | 0.54% | 16,856 | $1,704,160 | $1,688,803 | -$15,357 | -0.90% | |
| Stifel Financial Corp | 0.00% | 15,435 | $1,560,850 | $1,546,433 | -$14,417 | -0.92% | |
| Mutual Advisors, Llc | 0.03% | 14,716 | $1,487,792 | $1,474,396 | -$13,396 | -0.90% | |
| Blackrock, Inc. | 0.00% | 14,702 | $1,486,373 | $1,472,993 | -$13,380 | -0.90% | |
| Ameriprise Financial Inc | 0.00% | 14,647 | $1,480,886 | $1,467,483 | -$13,403 | -0.91% | |
| Garrison Point Advisors, Llc | 0.57% | 13,970 | $1,412,367 | $1,399,654 | -$12,713 | -0.90% | |
| Spinnaker Trust | 0.07% | 13,928 | $1,408,121 | $1,395,446 | -$12,675 | -0.90% | |
| Virtue Capital Management, Llc | 0.18% | 14,397 | $1,364,548 | $1,442,435 | +$77,887 | +5.71% | |
| Alphacore Capital Llc | 0.02% | 13,223 | $1,336,845 | $1,324,812 | -$12,033 | -0.90% | |
| Arax Advisory Partners | 0.01% | 12,906 | $1,304,781 | $1,293,052 | -$11,729 | -0.90% | |
| Cetera Investment Advisers | 0.00% | 12,608 | $1,274,577 | $1,263,196 | -$11,381 | -0.89% | |
| Corient Private Wealth Llc | 0.00% | 12,371 | $1,250,709 | $1,239,450 | -$11,259 | -0.90% | |
| Amg National Trust Bank | 0.02% | 11,702 | $1,183,072 | $1,172,423 | -$10,649 | -0.90% | |
| Newedge Advisors, Llc | 0.00% | 11,450 | $1,157,568 | $1,147,176 | -$10,393 | -0.90% |
Frequently asked questions about IYC
Who are the largest institutional holders of IYC?
The largest institutional holders of IYC reported in the latest SEC Form 13F filings include Pgim Custom Harvest Llc, Morgan Stanley, Bank Of America Corp, Ubs Group Ag, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported IYC position.
What is IYC institutional ownership?
This page tracks IYC positions reported by institutional investment managers through SEC Form 13F. ISHARES US CONSUMER DISCRETI (IYC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IYC?
InsiderSet currently tracks 233 institutional managers reporting IYC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IYC shareholders.
How much IYC stock do institutions own?
Institutional investment managers disclosed approximately $734.38M in IYC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IYC institutional ownership last updated?
The latest IYC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IYC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IYC position after the reporting date.
Are institutions buying or selling IYC?
Institutional buying and selling can be analyzed by comparing IYC positions across consecutive 13F reporting periods. InsiderSet's IYC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IYC ownership changes.
How has IYC institutional ownership changed over time?
InsiderSet tracks IYC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.