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Disclosery

IYC ISHARES TR

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US CONSUM DISCRE (fund)

240 managers (241 13F filers) reported a position in IYC shares at 2025-03-31, 9,561,263 shares in all. 32 filers opened a position and 45 filers sold out during the quarter.

Managers
240
13F filers
241
New
32
Added
74
Reduced
62
Sold out
45
Shares held by filers
9,561,263

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
Atlantic Edge Private Wealth Management…580$51.2K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.563$49.8K<0.01%-16213F-HRTimeline
Founders Financial Alliance, LLC553$48.9K0.01%+39613F-HRTimeline
SOA Wealth Advisors, LLC.496$43.8K0.01%+113F-HRTimeline
Global Trust Asset Management, LLC490$43.3K0.03%-1,04013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC400$35.3K0.01%013F-HRTimeline
Evelyn Partners Investment Management (…400$35.3K0.01%013F-HR/ATimeline
Blue Trust, Inc.375$33.1K<0.01%013F-HRTimeline
TRUST CO OF VERMONT369$32.6K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC363$32.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA352$31.1K<0.01%-8213F-HRTimeline
Davis Capital Management348$30.7K0.02%013F-HRTimeline
TruNorth Capital Management, LLC330$29.1K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp320$28.3K<0.01%013F-HRTimelineGroup
Cooksen Wealth, LLC341$28K0.03%new13F-HRTimeline
TD Waterhouse Canada Inc.300$26.7K<0.01%-4913F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors255$22.5K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…230$20.3K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.210$18.5K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …204$18K<0.01%13F-HRTimelineGroup
CENTRAL TRUST Co200$17.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.200$17K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…190$16.8K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC175$15.5K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC150$13.2K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC143$12.6K<0.01%013F-HR/ATimeline
Pflug Koory, LLC136$12K0.01%013F-HRTimeline
Continuum Advisory, LLC108$9.54K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust104$9.16K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$8.83K<0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.88$7.74K0.01%+113F-HRTimeline
Central Pacific Bank - Trust Division81$7.15K<0.01%013F-HRTimeline
Park Square Financial Group, LLC72$6.36K0.01%-213F-HRTimeline
DUNCKER STREETT & CO INC70$6.18K<0.01%new13F-HRTimeline
GKV Capital Management Co., Inc.70$6.18K<0.01%013F-HR/ATimeline
West Branch Capital LLC68$6.01K<0.01%new13F-HRTimeline
CX Institutional48$4K<0.01%-5,23113F-HRTimeline
Piscataqua Savings Bank40$3.53K<0.01%013F-HRTimeline
AlphaCore Capital LLC11$972<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.