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
FIL Ltdin group FIL Ltd1,198,865$115M0.11%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY895,709$86.1M0.01%+74,66713F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC833,422$80.1M1.57%-40,87113F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC692,460$66.6M0.04%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/677,129$65.1M0.01%-31,20313F-HRTimelineGroup
UBS Group AGin group UBS Group AG508,346$48.9M0.01%+9,32713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN284,697$27.4M0.01%+6,47013F-HRTimelineGroup
True Freedom Investing, LLC263,722$25.4M11%13F-HRTimeline
MML INVESTORS SERVICES, LLC228,527$22M0.08%+195,56913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC224,269$21.6M0.01%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA205,995$19.8M<0.01%+30,24113F-HRTimelineGroup
Prospera Financial Services Inc187,736$18M0.42%+78,88213F-HRTimeline
SPC Financial, Inc.178,544$17.2M1.5%+173,05413F-HRTimeline
LPL Financial LLC167,941$16.1M0.01%+34,87013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS154,120$14.8M0.04%-4,41213F-HRTimeline
Camarda Financial Advisors, LLC145,296$14M5.25%new13F-HRTimeline
PINKERTON WEALTH, LLC120,291$11.6M1.68%new13F-HRTimeline
Advisory Services Network, LLC117,376$11.3M0.21%+111,61413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.108,275$10.4M0.02%+54,86113F-HR/ATimelineGroup
TOWNSQUARE CAPITAL LLC99,782$9.59M0.11%new13F-HRTimeline
NORDEN GROUP LLC99,046$9.52M1.08%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,678$7.56M0.01%+27,19013F-HRTimelineGroup
Moloney Securities Asset Management, LLC70,547$6.78M0.91%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC67,726$6.51M0.01%+2,23513F-HRTimeline
1 NORTH WEALTH SERVICES LLC67,342$6.47M2.74%13F-HRTimeline
AE Wealth Management LLC66,986$6.44M0.05%-15,28713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC60,337$5.8M0.11%+32213F-HRTimeline
Ocean Park Asset Management, LLC60,211$5.79M0.2%new13F-HRTimeline
First Citizens Financial Corp59,821$5.75M3.12%-1,88813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO57,634$5.54M<0.01%-5,05413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC54,854$5.27M<0.01%-79,81613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…53,813$5.17M0.04%-85013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.53,477$5.14M<0.01%+15,46413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$4.81M<0.01%-1,00013F-HRTimelineGroup
Cadent Capital Advisors, LLC43,720$4.2M1.47%new13F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC43,229$4.16M2.3%+1,27213F-HRTimeline
RPS ADVISORY SOLUTIONS LLC40,500$3.89M2.42%+34,06913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,593$3.71M<0.01%+18,71913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37,598$3.61M<0.01%+20913F-HRTimelineGroup
CoreCap Advisors, LLC37,173$3.57M0.16%+31,55413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,012$3.27M<0.01%+25,78313F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC32,152$3.09M1.17%+2,93913F-HR/ATimeline
Cambridge Investment Research Advisors,…32,095$3.09M0.01%+18,98313F-HRTimeline
Eaton Financial Holdings Company, LLC30,353$2.92M1.12%-33113F-HRTimeline
Stillwater Capital Advisors, LLC29,290$2.82M0.35%+3,37213F-HRTimeline
Stonebridge Financial Planning Group, L…28,961$2.78M1.24%-99413F-HRTimeline
WESPAC Advisors SoCal, LLC28,185$2.71M0.61%+8,16013F-HRTimeline
Private Advisor Group, LLC27,444$2.64M0.01%+3,89413F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC25,665$2.47M1.77%-49613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,491$2.45M0.08%+22,92413F-HRTimeline
IBEX WEALTH ADVISORS24,093$2.32M0.27%new13F-HRTimeline
Balboa Wealth Partners23,551$2.26M0.52%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC22,200$2.13M0.19%-9013F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV20,717$1.99M1.35%13F-HRTimeline
Mutual Advisors, LLC16,658$1.61M0.05%+1,04513F-HRTimeline
Smartleaf Asset Management LLC16,528$1.6M0.16%+1,54513F-HRTimeline
Glenview Trust Co16,417$1.58M0.03%new13F-HRTimeline
Clear Creek Financial Management, LLC15,836$1.52M0.16%new13F-HRTimeline
Sunbelt Securities, Inc.15,589$1.51M0.13%+62113F-HRTimeline
GARRISON POINT ADVISORS, LLC15,135$1.46M0.69%-12013F-HRTimeline
Steward Partners Investment Advisory, L…15,103$1.45M0.01%+33013F-HRTimeline
DAVENPORT & Co LLC14,842$1.43M0.01%+6,19713F-HRTimeline
SPINNAKER TRUST13,928$1.34M0.08%013F-HRTimeline
Cetera Investment Advisers13,713$1.32M<0.01%-8113F-HRTimeline
NewEdge Advisors, LLC13,712$1.32M0.01%-8613F-HRTimeline
GREAT LAKES ADVISORS, LLC13,332$1.28M0.01%-58713F-HRTimeline
Patton Albertson Miller Group, LLC13,148$1.26M0.17%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,096$1.26M<0.01%-1,40113F-HRTimelineGroup
Optivise Advisory Services LLC13,034$1.25M0.68%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,686$1.22M<0.01%+73013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC12,647$1.22M<0.01%+80213F-HRTimelineGroup
AMG National Trust Bank12,502$1.21M0.03%-14813F-HRTimeline
Simmons Bankin group Simmons Bank12,290$1.18M0.09%-50013F-HRTimelineGroup
Whitener Capital Management, Inc.11,867$1.14M0.32%+5913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,863$1.14M0.01%-85713F-HRTimelineGroup
Koshinski Asset Management, Inc.11,803$1.13M0.1%-2,86813F-HRTimeline
Tudor Financial Inc.11,351$1.09M0.64%new13F-HRTimeline
Virtue Capital Management, LLC11,048$1.06M0.21%-2,10713F-HRTimeline
Ameliora Wealth Management Ltd.11,000$1.06M0.4%new13F-HRTimeline
FMR LLCin group FMR LLC10,664$1.03M<0.01%-15413F-HRTimelineGroup
Sanctuary Advisors, LLC10,094$1.02M0.01%-7,14113F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,297$990K0.03%new13F-HRTimeline
&PARTNERS10,202$988K0.01%new13F-HRTimeline
KKM Financial LLC10,222$983K0.41%013F-HRTimeline
Qube Research & Technologies Ltd9,960$958K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC9,416$905K0.08%-20913F-HRTimeline
Capital Investment Advisors, LLC9,405$904K0.02%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,952$861K<0.01%-43213F-HRTimelineGroup
Yeomans Consulting Group, Inc.8,864$852K0.32%new13F-HRTimeline
Creative Planningin group Creative Planning8,786$845K<0.01%+13113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp8,683$835K<0.01%013F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC8,560$823K0.06%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,483$816K<0.01%+2,97913F-HRTimelineGroup
COMERICA BANK8,440$811K<0.01%-6213F-HR/ATimeline
Haverford Trust Co8,370$805K0.01%013F-HRTimeline
PATTEN & PATTEN INC/TN8,027$772K0.05%-19513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,000$769K0.31%new13F-HRTimeline
WESPAC Advisors, LLC7,792$749K0.55%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,713$742K0.02%-4113F-HRTimelineGroup
Foundations Investment Advisors, LLC7,567$727K0.01%new13F-HRTimeline
Laidlaw Wealth Management LLC7,464$718K0.31%-6013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding7,359$707K+661Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,110$684K<0.01%+3,51013F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,986$672K<0.01%+30113F-HRTimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…6,924$666K<0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.6,722$646K0.04%new13F-HR/ATimelineGroup
COOKSON PEIRCE & CO INC6,669$641K0.03%+3,31313F-HRTimeline
SONATA CAPITAL GROUP INC6,596$634K0.26%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG6,580$633K0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,614$631K<0.01%+21513F-HRTimelineGroup
Quantinno Capital Management LP6,393$615K0.01%013F-HRTimeline
WealthBridge Capital Management, LLC6,296$605K0.17%013F-HRTimeline
L & S Advisors Inc6,278$604K0.07%-4013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,210$597K0.01%-55,26913F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC6,131$589K0.07%new13F-HRTimeline
Janney Montgomery Scott LLC6,111$588K<0.01%+45013F-HRTimeline
HighTower Advisors, LLC5,993$576K<0.01%-1,88413F-HRTimeline
Summit X, LLC5,832$561K0.12%-18713F-HRTimeline
Canvas Wealth Advisors, LLC5,584$537K0.13%013F-HRTimeline
BLAIR WILLIAM & CO/IL5,584$537K<0.01%+14013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,520$531K0.01%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,500$529K0.1%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,453$524K0.01%-4213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,375$517K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC5,369$516K<0.01%+1,18113F-HRTimeline
One Charles Private Wealth Services, LLC5,362$516K0.17%+48713F-HRTimeline
CX Institutional5,279$508K0.02%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,222$502K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,168$497K0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.5,101$490K0.02%+37413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,932$474K0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,909$472K0.01%013F-HRTimelineGroup
AMJ Financial Wealth Management4,642$446K0.12%-10813F-HRTimeline
PLANNING DIRECTIONS INC4,633$445K0.26%+413F-HRTimeline
Essential Planning, LLC.4,800$442K<0.01%+2,40013F-HRTimeline
Strategic Wealth Partners, Ltd.4,177$422K0.03%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,202$421K0.06%013F-HRTimeline
North Star Investment Management Corp.4,303$414K0.03%+113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,285$412K<0.01%+1,00013F-HR/ATimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,260$410K<0.01%013F-HRTimelineGroup
WJ Wealth Management, LLC4,080$392K0.14%013F-HRTimeline
Chesapeake Wealth Management4,072$391K0.13%-3113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,005$385K<0.01%-21613F-HRTimelineGroup
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …4,000$385K0.05%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,000$385K0.01%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,930$375K0.02%+6013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,879$373K<0.01%013F-HRTimelineGroup
Samalin Investment Counsel, LLC3,809$366K0.16%-23213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,660$352K<0.01%+1,06013F-HRTimelineGroup
Dakota Wealth Management3,604$346K0.01%013F-HRTimeline
Cresset Asset Management, LLC3,584$345K<0.01%new13F-HRTimeline
FINANCIAL COUNSELORS INC3,560$342K<0.01%-45013F-HRTimeline
Greenfield Savings Bank3,512$338K0.16%013F-HRTimeline
MAI Capital Management3,482$335K<0.01%-7613F-HRTimeline
OneDigital Investment Advisors LLC3,450$332K<0.01%-4,72513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,317$319K<0.01%-4113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,271$314K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,257$313K<0.01%-413F-HRTimelineGroup
Maltin Wealth Management, Inc.3,252$313K0.15%+213F-HRTimeline
GSA CAPITAL PARTNERS LLP3,210$309K0.02%-1,09813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP3,200$308K0.01%-4,40013F-HRTimelineGroup
Csenge Advisory Group3,122$300K0.02%+11813F-HRTimeline
Chicago Partners Investment Group LLC2,992$288K0.01%+313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,956$284K<0.01%013F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV2,931$282K0.07%013F-HRTimeline
Beacon Financial Advisory LLC2,923$281K0.09%+113F-HRTimeline
Greykasell Wealth Strategies, Inc.2,896$278K0.15%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,868$276K<0.01%013F-HRTimelineGroup
LexAurum Advisors, LLC2,833$272K0.05%+213F-HRTimeline
Focus Financial Network, Inc.2,815$271K0.01%+4413F-HRTimeline
Genesee Capital Advisors, LLC2,813$270K0.13%new13F-HRTimeline
Snowden Capital Advisors LLC2,780$267K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,773$267K<0.01%+90013F-HRTimelineGroup
FIRST MERCHANTS CORP2,659$256K0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,640$254K<0.01%+12013F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO2,631$253K0.06%-9513F-HRTimeline
PINNACLE ASSOCIATES LTD2,600$250K<0.01%new13F-HRTimeline
Westfuller Advisors, LLC2,567$247K0.16%+113F-HRTimeline
Atlas Brown,Inc.2,507$241K0.08%+313F-HRTimeline
Americana Partners, LLC2,421$233K0.01%013F-HRTimeline
Apeiron RIA LLC2,417$232K0.07%-413F-HRTimeline
Argentarii, LLC2,400$231K0.12%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,337$225K<0.01%-2,01913F-HRTimeline
Symphony Financial Services, Inc.2,321$223K0.18%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,312$222K<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.2,306$222K<0.01%-14013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,238$215K<0.01%-148,49313F-HRTimelineGroup
SIERRA SUMMIT ADVISORS LLC2,235$215K0.04%new13F-HRTimeline
Atria Investments, Inc2,230$214K<0.01%new13F-HRTimeline
Zhang Financial LLC2,210$212K0.01%new13F-HRTimeline
Blue Chip Partners, LLC2,198$211K0.02%+213F-HRTimeline
SAX WEALTH ADVISORS, LLC2,124$204K0.02%new13F-HRTimeline
Harbour Trust & Investment Management Co2,117$204K0.02%new13F-HRTimeline
SkyView Investment Advisors, LLC2,115$203K0.03%new13F-HRTimeline
Advisory Alpha, LLC2,105$202K0.01%new13F-HRTimeline
Tyche Wealth Partners LLC2,100$202K0.04%new13F-HRTimeline
IFP Advisors, Inc2,082$200K0.01%+1,57813F-HRTimeline
MGB Wealth Management, LLC1,936$186K0.06%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,927$185K0.02%-2113F-HRTimeline
Front Row Advisors LLC1,850$178K0.06%013F-HRTimeline