13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
IYC

ISHARES US CONSUMER DISCRETI

269 institutions still hold ISHARES US CONSUMER DISCRETI as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287580·Exchange Traded Fund·269 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.0%
vs prior quarter
13F value held
$503M
64.0% inst. owned
of float
Holders
269
+90 QoQ
filers reporting
Activity
+49 / −32
+796 added · −770 reduced
this quarter
Concentration
18.44%
PGIM Custom Harvest LLC #1
top holder share
AI Holders Summary · Q1 2026

269 institutions reported IYC in Q1 2026. PGIM Custom Harvest LLC leads at 18.4% of the visible book. +90 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PGIM Custom Harvest LLC
CIK 0001845793
$93M958K1.45%Q1 202602
MORGAN STANLEY
CIK 0000895421
$92M944K0.01%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$75M777K0.01%Q1 202604
UBS Group AG
CIK 0001610520
$49M508K0.01%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$28M294K0.01%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M212K0.01%Q1 202607
SPC Financial, Inc.
CIK 0001415201
$19M185K1.51%Q3 202508
LPL Financial LLC
CIK 0001403438
$19M194K0.01%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$19M194K0.00%Q1 202610
Gimbal Financial
CIK 0001835206
$17M159K9.98%Q3 202511
GOLDMAN SACHS GROUP INC
CIK 0000886982
$11M118K0.00%Q1 202612
ADVISORTRUST PARTNERS, LLC
CIK 0002115523
$11M106K4.82%Q4 202513
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$10M100K0.00%Q1 202614
Gallagher Capital Advisors, LLC
CIK 0002034519
$7M11K4.71%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M60K0.00%Q1 202616
Zurich Insurance Group Ltd/FI
CIK 0001127799
$6M59K0.04%Q1 202617
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M56K0.03%Q1 202618
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
CIK 0000869353
$5M56K0.07%Q1 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M54K0.01%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M53K0.01%Q1 2026
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