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Disclosery

IYC ISHARES TR

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US CONSUM DISCRE (fund)

257 managers (258 13F filers) reported a position in IYC shares at 2025-06-30, 11,041,085 shares in all. 37 filers opened a position and 22 filers sold out during the quarter.

Managers
257
13F filers
258
New
37
Added
84
Reduced
71
Sold out
22
Shares held by filers
11,041,085

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Essential Planning, LLC.2,160$215K0.08%-24013F-HRTimeline
SAX WEALTH ADVISORS, LLC2,124$212K0.01%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,062$205K0.11%new13F-HRTimeline
Harbour Trust & Investment Management Co2,056$205K0.02%new13F-HRTimeline
MGB Wealth Management, LLC1,936$193K0.06%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,931$192K0.02%+213F-HRTimeline
Farther Finance Advisors, LLC1,796$179K<0.01%-44413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,660$165K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC1,390$138K0.05%-46013F-HRTimeline
Capital Investment Advisory Services, L…1,260$126K0.01%+213F-HRTimeline
Allworth Financial LP1,180$118K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC1,000$99.6K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.928$92.5K<0.01%-1,06013F-HRTimelineGroup
MTM Investment Management, LLC884$88.1K0.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…864$86.1K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc760$75.7K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC696$69.3K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…684$68.1K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust661$65.9K0.01%+55713F-HRTimeline
Clearstead Advisors, LLC655$65.3K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC615$61.3K0.02%-32013F-HRTimeline
Atlantic Edge Private Wealth Management…580$57.8K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.497$49.5K0.01%+113F-HRTimeline
WEST PACES ADVISORS INC.422$42K0.01%+21213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC400$39.9K0.01%013F-HRTimeline
Evelyn Partners Investment Management (…400$39.9K0.01%013F-HR/ATimeline
Blue Trust, Inc.375$37.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA352$35.1K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp320$31.9K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.300$30K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors255$25.4K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co200$19.9K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.200$19K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…190$18.9K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC175$17.4K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC170$16.9K<0.01%new13F-HRTimeline
CX Institutional165$16K<0.01%+11713F-HR/ATimeline
Founders Financial Alliance, LLC158$15.7K<0.01%-39513F-HRTimeline
NFSG Corp155$15.4K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$14.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC143$14.2K<0.01%013F-HRTimeline
Pflug Koory, LLC136$13.6K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC114$11.4K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.88$8.74K0.01%013F-HRTimeline
Central Pacific Bank - Trust Division81$8.07K<0.01%013F-HRTimeline
Park Square Financial Group, LLC72$7.17K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC70$6.97K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …68$6.78K<0.01%13F-HRTimelineGroup
West Branch Capital LLC68$6.78K<0.01%013F-HRTimeline
Sound Income Strategies, LLC50$5K<0.01%-31313F-HRTimeline
Piscataqua Savings Bank40$3.98K<0.01%013F-HRTimeline
NewSquare Capital LLC36$3.59K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…28$2.79K<0.01%new13F-HRTimelineGroup
Cooksen Wealth, LLC21$2.09K<0.01%-32013F-HRTimeline
AlphaCore Capital LLC11$1.1K<0.01%013F-HRTimeline
Bellwether Advisors, LLC1$100<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.