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Disclosery

IYC ISHARES TR

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US CONSUM DISCRE (fund)

258 managers (259 13F filers) reported a position in IYC shares at 2025-12-31, 9,926,827 shares in all. 19 filers opened a position and 36 filers sold out during the quarter.

Managers
258
13F filers
259
New
19
Added
77
Reduced
73
Sold out
36
Shares held by filers
9,926,827

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MGB Wealth Management, LLC1,936$200K0.06%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,660$171K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC1,454$154K0.01%+1,40413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,324$136K<0.01%+3213F-HRTimelineGroup
Capital Investment Advisory Services, L…1,253$129K0.01%-913F-HRTimeline
Sage Mountain Advisors LLC1,240$128K0.01%new13F-HRTimeline
Front Row Advisors LLC1,160$120K0.04%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,096$113K0.01%+40013F-HRTimeline
Mascoma Wealth Management LLC1,000$103K0.02%013F-HRTimeline
Westfuller Advisors, LLC992$102K0.04%+113F-HRTimeline
CX Institutional960$99K<0.01%+78513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.928$95.7K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC884$91.2K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…883$91.1K<0.01%+85513F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…864$89.1K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc760$78.4K0.02%013F-HRTimeline
AdvisorNet Financial, Inc707$72.9K<0.01%-12,75613F-HRTimeline
KBC Group NVin group KBC Group NV700$72K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust661$68.2K0.01%013F-HRTimeline
Clearstead Advisors, LLC655$67.6K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…580$59.8K0.01%013F-HRTimeline
Reflection Asset Management537$55.8K0.04%13F-HRTimeline
SOA Wealth Advisors, LLC.498$51.4K0.01%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…436$45K0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC400$41.3K0.01%013F-HRTimeline
Evelyn Partners Investment Management (…400$41.3K0.01%013F-HRTimeline
PRIVATE TRUST CO NA352$36.3K<0.01%013F-HRTimeline
Strive Financial Group ,LLC350$36.1K0.02%13F-HR/ATimeline
Davis Capital Management348$35.9K0.02%013F-HRTimeline
TRUST CO OF VERMONT300$30.9K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp291$30K<0.01%-2913F-HRTimelineGroup
Blue Trust, Inc.266$27.4K<0.01%-13613F-HRTimeline
Acumen Wealth Advisors, LLC260$26.8K0.01%13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors255$26.3K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC222$22.9K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC218$22.5K0.01%new13F-HRTimeline
CENTRAL TRUST Co200$20.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.200$20.6K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…190$19.6K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC158$16.3K<0.01%-39613F-HRTimeline
NFSG Corp155$16K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$15.5K<0.01%013F-HRTimeline
Strategic Advocates LLC149$15.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC143$14.7K<0.01%013F-HRTimeline
Pflug Koory, LLC136$14K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.135$13.9K<0.01%-3713F-HRTimeline
Ankerstar Wealth, LLC110$11.3K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$10.3K<0.01%new13F-HRTimelineGroup
IMG Wealth Management, Inc.88$9.07K0.01%013F-HRTimeline
Central Pacific Bank - Trust Division81$8.35K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…72$7.42K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC70$7.22K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.70$7.22K0.01%13F-HRTimeline
West Branch Capital LLC68$7.01K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …68$7.01K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC67$6.91K<0.01%-2313F-HRTimeline
Smartleaf Asset Management LLC63$6.54K<0.01%-19,53713F-HRTimeline
Piscataqua Savings Bank40$4.12K<0.01%013F-HRTimeline