Skip to content
Disclosery

IYC ISHARES TR

Follow

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
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,316,435$116M1.52%new13F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC974,216$86M2.06%+140,79413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY947,814$83.7M0.01%+52,10513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/782,716$69.1M0.01%+105,58713F-HRTimelineGroup
UBS Group AGin group UBS Group AG558,204$49.3M0.01%+49,85813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN373,029$32.9M0.01%+88,33213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA258,417$22.8M0.01%+52,42213F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC253,935$22.4M0.07%+25,40813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC208,016$18.4M0.01%-16,25313F-HRTimelineGroup
Prospera Financial Services Inc205,646$18.2M0.42%+17,91013F-HRTimeline
Foundations Investment Advisors, LLC189,649$16.8M0.31%+182,08213F-HRTimeline
LPL Financial LLC185,145$16.4M0.01%+17,20413F-HRTimeline
SPC Financial, Inc.183,061$16.2M1.42%+4,51713F-HRTimeline
MinichMacGregor Wealth Management, LLC170,734$15.1M3.38%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.148,091$13.1M0.03%+39,81613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP146,728$13M0.01%+68,05013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS146,172$12.9M0.03%-7,94813F-HRTimeline
Advisory Services Network, LLC127,670$11.3M0.22%+10,29413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,700$8.89M0.01%+50,70013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC88,947$7.86M<0.01%+34,09313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO79,362$7.01M<0.01%+21,72813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC71,648$6.33M0.01%+3,92213F-HRTimeline
Qube Research & Technologies Ltd68,874$6.08M0.01%+58,91413F-HRTimeline
Cambridge Investment Research Advisors,…64,565$5.7M0.02%+32,47013F-HRTimeline
Summit Financial Consulting LLC60,338$5.33M4.94%13F-HRTimeline
First Citizens Financial Corp59,663$5.27M2.98%-15813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC58,654$5.18M0.1%-1,68313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC55,811$4.93M<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…53,311$4.71M0.04%-50213F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…50,433$4.45M1.64%new13F-HRTimelineGroup
Cadent Capital Advisors, LLC48,650$4.3M1.63%+4,93013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC48,474$4.28M<0.01%+9,88113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.46,971$4.15M<0.01%-6,50613F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC41,408$3.66M2.03%-1,82113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,555$3.41M<0.01%+4,54313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…38,019$3.36M<0.01%+42113F-HRTimelineGroup
AE Wealth Management LLC37,193$3.29M0.03%-29,79313F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC30,495$2.69M1.07%-1,65713F-HRTimeline
Eaton Financial Holdings Company, LLC30,083$2.66M1.1%-27013F-HRTimeline
WESPAC Advisors SoCal, LLC28,769$2.54M0.66%+58413F-HRTimeline
Stonebridge Financial Planning Group, L…27,982$2.47M1.13%-97913F-HRTimeline
Stillwater Capital Advisors, LLC27,727$2.45M0.34%-1,56313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,206$2.4M<0.01%+14,11013F-HRTimelineGroup
Private Advisor Group, LLC25,657$2.27M0.01%-1,78713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC25,084$2.22M1.63%-58113F-HRTimeline
Second Half Financial Partners, LLC24,588$2.17M1.08%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC22,271$1.97M0.19%+7113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,694$1.85M0.06%+18,57613F-HRTimelineGroup
VestGen Advisors, LLC20,906$1.85M0.08%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,879$1.51M<0.01%+10,26513F-HR/ATimelineGroup
Sunbelt Securities, Inc.16,678$1.47M0.13%+1,08913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,313$1.44M<0.01%+13,04213F-HR/ATimelineGroup
Mutual Advisors, LLC15,662$1.4M0.04%-99613F-HRTimeline
Smartleaf Asset Management LLC15,537$1.37M0.13%-99113F-HRTimeline
GTS SECURITIES LLC15,240$1.35M0.06%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,848$1.31M<0.01%+2,16213F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC14,160$1.25M0.61%-97513F-HRTimeline
SPINNAKER TRUST13,928$1.23M0.08%013F-HRTimeline
NewEdge Advisors, LLC13,837$1.22M0.01%+12513F-HRTimeline
HighTower Advisors, LLC13,723$1.21M<0.01%+7,73013F-HRTimeline
Cetera Investment Advisers13,551$1.2M<0.01%-16213F-HRTimeline
Optivise Advisory Services LLC13,034$1.15M0.65%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,641$1.12M<0.01%new13F-HRTimelineGroup
Lakeshore Capital Group, Inc.12,606$1.11M1.07%new13F-HRTimeline
AdvisorNet Financial, Inc12,514$1.11M0.08%new13F-HRTimeline
AMG National Trust Bank12,502$1.1M0.03%013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,424$1.1M<0.01%-22313F-HRTimelineGroup
Simmons Bankin group Simmons Bank12,290$1.09M0.08%013F-HRTimelineGroup
DAVENPORT & Co LLC12,129$1.07M0.01%-2,71313F-HRTimeline
Patton Albertson Miller Group, LLC12,112$1.07M0.16%-1,03613F-HR/ATimeline
Whitener Capital Management, Inc.11,955$1.06M0.3%+8813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,923$1.05M<0.01%+4,81313F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,666$1.03M0.01%-19713F-HRTimelineGroup
FMR LLCin group FMR LLC11,426$1.01M<0.01%+76213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC11,240$993K<0.01%+8,46713F-HRTimelineGroup
Tudor Financial Inc.11,195$989K0.59%-15613F-HRTimeline
Koshinski Asset Management, Inc.11,144$984K0.08%-65913F-HRTimeline
Ameliora Wealth Management Ltd.11,000$972K0.37%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,851$958K0.03%+55413F-HRTimeline
Westwind Capital10,775$952K0.24%new13F-HRTimeline
KKM Financial LLC10,559$933K0.39%+33713F-HRTimeline
IBEX WEALTH ADVISORS10,512$929K0.12%-13,58113F-HRTimeline
Sanctuary Advisors, LLC10,477$925K0.01%+38313F-HRTimeline
&PARTNERS10,477$922K0.01%+27513F-HRTimeline
Anchor Investment Management, LLC9,416$832K0.08%013F-HRTimeline
Virtue Capital Management, LLC9,400$831K0.1%-1,64813F-HRTimeline
Capital Investment Advisors, LLC9,407$831K0.02%+213F-HRTimeline
Atria Investments, Inc8,919$788K0.01%+6,68913F-HRTimeline
Creative Planningin group Creative Planning8,909$787K<0.01%+12313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,822$779K<0.01%-13013F-HRTimelineGroup
Genesee Capital Advisors, LLC8,723$771K0.39%+5,91013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,683$767K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,647$764K0.01%-6,45613F-HRTimeline
Prime Capital Investment Advisors, LLC8,622$762K0.01%+3,16913F-HRTimeline
HRT FINANCIAL LP8,568$756K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,713$742K0.02%013F-HRTimelineGroup
Haverford Trust Co8,370$739K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,000$707K0.26%013F-HRTimeline
PATTEN & PATTEN INC/TN7,862$694K0.05%-16513F-HRTimeline
COMERICA BANK7,599$671K<0.01%-84113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding7,383$652K+24Timeline
MUIRFIELD WEALTH ADVISORS LLC7,179$634K0.54%new13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…6,924$612K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,867$607K<0.01%-11913F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC6,680$590K0.01%+1,51213F-HRTimeline
Buck Wealth Strategies, LLC6,646$587K0.11%new13F-HRTimeline
SONATA CAPITAL GROUP INC6,596$583K0.25%013F-HRTimeline
COOKSON PEIRCE & CO INC6,418$567K0.03%-25113F-HRTimeline
Quantinno Capital Management LP6,324$559K<0.01%-6913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,308$557K0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.6,240$551K0.01%+4,68013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,906$522K0.01%-30413F-HRTimelineGroup
OBSIDIAN CIO, LLC5,893$520K0.08%new13F-HRTimeline
WealthBridge Capital Management, LLC5,820$514K0.15%-47613F-HRTimeline
Janney Montgomery Scott LLC5,699$503K<0.01%-41213F-HRTimeline
ADELL HARRIMAN & CARPENTER INC5,560$491K0.04%-3,00013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,520$488K0.01%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,500$486K0.09%013F-HRTimeline
BLAIR WILLIAM & CO/IL5,477$484K<0.01%-10713F-HRTimeline
Canvas Wealth Advisors, LLC5,584$475K0.12%013F-HRTimeline
EP Wealth Advisors, LLC5,369$474K<0.01%013F-HRTimeline
Glenview Trust Co5,316$470K0.01%-11,10113F-HR/ATimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,223$461K0.03%+113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,185$458K<0.01%-19013F-HRTimelineGroup
CoreCap Advisors, LLC5,053$446K0.02%-32,12013F-HRTimeline
Summit X, LLC5,006$442K0.09%-82613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,987$440K0.07%+78513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,932$436K0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,909$434K0.01%013F-HRTimelineGroup
One Charles Private Wealth Services, LLC4,868$430K0.14%-49413F-HRTimeline
B. Riley Wealth Advisors, Inc.4,860$429K0.01%-24113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,417$390K0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,371$386K<0.01%+36613F-HRTimelineGroup
North Star Investment Management Corp.4,305$380K0.03%+213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,260$376K<0.01%013F-HRTimelineGroup
PLANNING DIRECTIONS INC4,227$373K0.16%-40613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,000$353K0.01%013F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …4,000$353K0.05%013F-HRTimeline
WJ Wealth Management, LLC3,880$343K0.12%-20013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,879$343K<0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,829$338K0.02%new13F-HRTimeline
Samalin Investment Counsel, LLC3,812$337K0.14%+313F-HRTimeline
Apeiron RIA LLC3,749$331K0.1%+1,33213F-HRTimeline
GWN SECURITIES INC.3,634$321K0.02%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd3,618$320K0.01%new13F-HRTimelineGroup
Dakota Wealth Management3,604$318K0.01%013F-HRTimeline
Cresset Asset Management, LLC3,584$317K<0.01%013F-HRTimeline
FINANCIAL COUNSELORS INC3,560$314K<0.01%013F-HRTimeline
Greenfield Savings Bank3,512$310K0.15%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,483$308K<0.01%+22613F-HRTimelineGroup
MAI Capital Management3,482$308K<0.01%013F-HRTimeline
Csenge Advisory Group3,619$306K0.02%+49713F-HRTimeline
Chesapeake Wealth Management3,430$303K0.11%-64213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,356$296K<0.01%+3913F-HRTimelineGroup
Maltin Wealth Management, Inc.3,256$288K0.14%+413F-HRTimeline
AMJ Financial Wealth Management3,206$283K0.08%-1,43613F-HRTimeline
Chicago Partners Investment Group LLC2,997$275K0.01%+513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,041$269K<0.01%-1,24413F-HRTimeline
Family Firm, Inc.2,992$264K0.06%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,956$261K<0.01%013F-HRTimelineGroup
Beacon Financial Advisory LLC2,925$258K0.08%+213F-HRTimeline
Greykasell Wealth Strategies, Inc.2,896$256K0.14%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,868$253K<0.01%013F-HRTimelineGroup
LexAurum Advisors, LLC2,836$251K0.05%+313F-HRTimeline
Focus Financial Network, Inc.2,812$248K0.01%-313F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV2,791$247K0.05%-14013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,758$244K<0.01%new13F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP2,735$242K0.02%-47513F-HRTimeline
FLOW TRADERS U.S. LLC2,694$238K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,680$237K<0.01%+34313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,640$233K<0.01%013F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO2,631$232K0.05%013F-HRTimeline
PINNACLE ASSOCIATES LTD2,600$230K<0.01%013F-HRTimeline
WBH ADVISORY INC2,599$230K0.02%new13F-HRTimeline
Gladstone Institutional Advisory LLC2,587$228K0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,552$225K0.01%-4,17013F-HR/ATimelineGroup
Independent Solutions Wealth Management…2,538$224K0.05%new13F-HRTimeline
Atlas Brown,Inc.2,511$222K0.08%+413F-HRTimeline
Private Wealth Asset Management, LLC2,400$212K0.03%13F-HRTimeline
Essential Planning, LLC.2,400$212K0.09%-2,40013F-HRTimeline
Argentarii, LLC2,400$212K0.11%013F-HRTimeline
Symphony Financial Services, Inc.2,321$205K0.13%013F-HRTimeline
Tyche Wealth Partners LLC2,320$205K0.04%+22013F-HRTimeline
Farther Finance Advisors, LLC2,240$199K0.01%+2,18113F-HRTimeline
IFP Advisors, Inc2,198$194K0.01%+11613F-HRTimeline
MGB Wealth Management, LLC1,936$171K0.06%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,929$170K0.02%+213F-HRTimeline
Front Row Advisors LLC1,850$163K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,988$157K<0.01%-1,67213F-HRTimelineGroup
Sandy Spring Bank1,660$147K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,258$111K0.01%+213F-HRTimeline
Allworth Financial LP1,180$104K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC1,000$88.3K0.02%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC935$82.6K0.04%-66,40713F-HRTimeline
MTM Investment Management, LLC884$78.7K0.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…864$76.3K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc760$67.1K0.02%013F-HRTimeline
Global Financial Private Client, LLC728$64.3K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC696$61.5K<0.01%013F-HRTimeline
Clearstead Advisors, LLC655$57.9K<0.01%013F-HRTimeline