Skip to content

IEDI ISHARES U S ETF TR

Follow

US CONSUMER FOC (fund)

19 managers (19 13F filers) reported a position in IEDI shares at 2025-03-31, 103,558 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
19
13F filers
19
New
3
Added
3
Reduced
6
Sold out
2
Shares held by filers
103,558

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,489$1.71M<0.01%-1,64413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,779$908K0.03%-15,22213F-HRTimelineGroup
Unique Wealth Strategies, LLC13,678$699K0.32%+3,00713F-HRTimeline
Cambridge Investment Research Advisors,…10,640$543K<0.01%-2,35213F-HRTimeline
Moors & Cabot, Inc.9,039$462K0.02%-35113F-HRTimeline
LPL Financial LLC4,950$253K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.4,925$252K0.01%+113F-HRTimeline
Ironwood Financial, llc4,825$246K0.05%-5513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,182$112K<0.01%-1,27813F-HRTimelineGroup
UBS Group AGin group UBS Group AG972$49.6K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…626$32K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY201$10.3K<0.01%013F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC100$5.11K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.61$3.12K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC42$2.16K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC46$2K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC2$103<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$40<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.