Skip to content
Disclosery

IYC ISHARES TR

Follow

US CONSUM DISCRE (fund)

256 managers (257 13F filers) reported a position in IYC shares at 2024-12-31, 9,769,993 shares in all. 47 filers opened a position and 12 filers sold out during the quarter.

Managers
256
13F filers
257
New
47
Added
72
Reduced
57
Sold out
12
Shares held by filers
9,769,993

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Sandy Spring Bank1,660$160K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,560$150K0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,530$147K0.06%+36513F-HRTimeline
Denver PWM, LLC1,386$133K0.05%+213F-HRTimeline
Capital Investment Advisory Services, L…1,256$121K0.01%-10913F-HRTimeline
Allworth Financial LP1,180$117K<0.01%+26813F-HRTimeline
Mascoma Wealth Management LLC1,000$96.1K0.02%013F-HRTimeline
MTM Investment Management, LLC884$85K0.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…864$83.1K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc760$73.1K0.02%013F-HRTimeline
Global Financial Private Client, LLC728$70K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.725$69.7K<0.01%+55113F-HRTimeline
Global Retirement Partners, LLC704$67.7K<0.01%+60013F-HRTimeline
MONTAG A & ASSOCIATES INC696$66.9K<0.01%013F-HRTimeline
Clearstead Advisors, LLC655$63K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…580$55.8K0.02%013F-HRTimeline
Bray Capital Advisors500$48.1K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.495$47.6K0.01%013F-HR/ATimeline
PRIVATE TRUST CO NA434$41.7K<0.01%+10413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC400$38.5K0.01%013F-HRTimeline
Evelyn Partners Investment Management (…400$38.5K0.01%13F-HRTimeline
Blue Trust, Inc.375$36.1K<0.01%013F-HR/ATimeline
Realta Investment Advisors360$34.9K0.01%-12013F-HRTimeline
TD Waterhouse Canada Inc.349$33.6K<0.01%013F-HRTimeline
Davis Capital Management348$33.5K0.03%013F-HRTimeline
TruNorth Capital Management, LLC330$31.7K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp320$30.8K<0.01%013F-HRTimelineGroup
Sugarloaf Wealth Management, LLC316$30.4K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors255$24.5K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…230$22.1K<0.01%-16013F-HRTimeline
WEST PACES ADVISORS INC.210$20.2K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …204$19.6K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co200$19.2K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…190$18.3K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC175$16.8K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC157$15.1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$14.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC143$13.7K<0.01%13F-HRTimeline
Pflug Koory, LLC136$13.1K0.01%013F-HRTimeline
Fortis Group Advisors, LLC136$13.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…118$11.3K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC108$10.4K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust104$9.96K<0.01%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$9.61K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC99$9K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.87$8.41K0.01%13F-HRTimeline
Central Pacific Bank - Trust Division81$7.79K<0.01%013F-HRTimeline
Park Square Financial Group, LLC74$7.11K<0.01%13F-HRTimeline
GKV Capital Management Co., Inc.70$6.73K<0.01%13F-HRTimeline
AlphaMark Advisors, LLC67$6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC59$5.67K<0.01%013F-HRTimeline
Piscataqua Savings Bank40$3.85K<0.01%013F-HRTimeline
Parallel Advisors, LLC30$2.88K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5$440<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC0$12<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.