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Disclosery

IYC ISHARES TR

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US CONSUM DISCRE (fund)

264 managers (266 13F filers) reported a position in IYC shares at 2025-09-30, 11,679,137 shares in all. 29 filers opened a position and 21 filers sold out during the quarter.

Managers
264
13F filers
266
New
29
Added
90
Reduced
77
Sold out
21
Shares held by filers
11,679,137

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Advisory Alpha, LLC2,105$220K0.01%-8213F-HRTimeline
Harbour Trust & Investment Management Co2,056$215K0.02%013F-HRTimeline
Wealthstream Advisors, Inc.1,994$209K0.03%new13F-HRTimeline
Latitude Advisors, LLC1,992$209K0.1%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,979$207K<0.01%new13F-HRTimelineGroup
MGB Wealth Management, LLC1,936$203K0.06%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,932$202K0.02%+113F-HRTimeline
WJ Wealth Management, LLC1,940$200K0.09%-1,94013F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,660$174K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,400$147K<0.01%-50,00013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,292$135K<0.01%-87213F-HRTimelineGroup
Capital Investment Advisory Services, L…1,262$132K0.01%+213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,200$126K<0.01%-1,13113F-HRTimelineGroup
Front Row Advisors LLC1,160$122K0.04%-23013F-HRTimeline
Mascoma Wealth Management LLC1,000$105K0.02%013F-HRTimeline
Westfuller Advisors, LLC991$104K0.05%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC978$102K0.02%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.928$97.3K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC884$92.6K0.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…864$90.5K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc760$79.6K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC696$72.9K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust661$69.3K0.01%013F-HRTimeline
Clearstead Advisors, LLC655$68.6K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC612$64.1K<0.01%new13F-HR/ATimelineGroup
1 NORTH WEALTH SERVICES LLC595$62.4K0.03%-2013F-HRTimeline
Atlantic Edge Private Wealth Management…580$60.8K0.02%013F-HRTimeline
Founders Financial Alliance, LLC554$58K0.01%+39613F-HRTimeline
SOA Wealth Advisors, LLC.497$52.1K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…471$49.4K<0.01%-21313F-HRTimelineGroup
Blue Trust, Inc.402$42.1K<0.01%+2713F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC400$41.9K0.01%013F-HRTimeline
Evelyn Partners Investment Management (…400$41.9K0.01%013F-HRTimeline
PRIVATE TRUST CO NA352$36.9K<0.01%013F-HRTimeline
Davis Capital Management348$36.5K0.03%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp320$33.5K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC319$33.4K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT300$31.4K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.300$31.4K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors255$26.7K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC222$23.3K<0.01%+5213F-HRTimeline
Heartwood Wealth Advisors LLC216$22.6K<0.01%new13F-HRTimeline
CENTRAL TRUST Co200$21K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.200$21K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…190$19.9K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC175$18.3K<0.01%013F-HRTimelineGroup
WEST PACES ADVISORS INC.172$18K<0.01%-25013F-HRTimeline
CX Institutional175$18K<0.01%+1013F-HRTimeline
NFSG Corp155$16.2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$15.7K<0.01%013F-HRTimeline
Strategic Advocates LLC149$15.6K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC143$15K<0.01%013F-HRTimeline
Pflug Koory, LLC136$14.3K0.01%013F-HRTimeline
Cloud Capital Management, LLC100$10K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC90$9.43K<0.01%-2413F-HRTimeline
IMG Wealth Management, Inc.88$9.21K0.01%013F-HRTimeline
Central Pacific Bank - Trust Division81$8.49K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC70$7.34K<0.01%013F-HRTimeline
West Branch Capital LLC68$7.13K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …68$7.13K<0.01%13F-HRTimelineGroup
Sound Income Strategies, LLC50$5.18K<0.01%013F-HRTimeline
Piscataqua Savings Bank40$4.19K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…28$2.93K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC11$1.15K<0.01%013F-HRTimeline