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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
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,593,101$159M1.82%+276,66613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,070,505$107M0.01%+122,69113F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,027,290$102M2.11%+53,07413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/853,831$85.1M0.01%+71,11513F-HRTimelineGroup
UBS Group AGin group UBS Group AG537,662$53.6M0.01%-20,54213F-HRTimelineGroup
PINKERTON WEALTH, LLC344,097$34.3M4.09%new13F-HRTimeline
MML INVESTORS SERVICES, LLC343,195$34.2M0.1%+89,26013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN334,853$33.4M0.01%-38,17613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA261,507$26.1M0.01%+3,09013F-HR/ATimelineGroup
True Freedom Investing, LLC239,024$23.8M9.37%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC229,648$22.9M0.01%+21,63213F-HRTimelineGroup
LPL Financial LLC215,011$21.4M0.01%+29,86613F-HRTimeline
Foundations Investment Advisors, LLC199,897$19.9M0.31%+10,24813F-HRTimeline
MinichMacGregor Wealth Management, LLC191,409$19.1M4.08%+20,67513F-HRTimeline
SPC Financial, Inc.184,343$18.4M1.54%+1,28213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP159,492$15.9M0.02%+12,76413F-HRTimelineGroup
Gimbal Financial156,124$15.6M9.56%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.150,149$15M0.03%+2,05813F-HR/ATimelineGroup
Camarda Financial Advisors, LLC137,272$13.7M5.38%new13F-HRTimeline
Prospera Financial Services Inc127,384$12.7M0.24%-78,26213F-HRTimeline
Advisory Services Network, LLC119,013$11.9M0.19%-8,65713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC112,178$11.2M<0.01%+23,23113F-HRTimelineGroup
Cambridge Investment Research Advisors,…84,666$8.44M0.03%+20,10113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,143$6.99M0.01%-1,50513F-HRTimeline
Well Done, LLC58,871$5.87M1.1%new13F-HRTimeline
Summit Financial Consulting LLC58,273$5.81M5.22%-2,06513F-HRTimeline
Qube Research & Technologies Ltd58,146$5.79M0.01%-10,72813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC57,089$5.69M0.1%-1,56513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC54,465$5.43M<0.01%+15,91013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…53,429$5.32M0.04%+11813F-HRTimelineGroup
First Citizens Financial Corp51,740$5.16M2.84%-7,92313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS51,400$5.12M<0.01%-49,30013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…49,789$4.96M1.64%-64413F-HRTimelineGroup
AE Wealth Management LLC49,247$4.91M0.04%+12,05413F-HRTimeline
Cadent Capital Advisors, LLC49,157$4.9M1.6%+50713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC47,934$4.78M<0.01%-54013F-HRTimelineGroup
Cetera Investment Advisers44,848$4.47M0.01%+31,29713F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC41,887$4.17M2.13%+47913F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI40,500$4.06M0.03%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,641$3.95M<0.01%+1,62213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,049$3.79M0.07%+30,33613F-HRTimelineGroup
USA FINANCIAL FORMULAS35,895$3.58M0.61%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC33,137$3.3M<0.01%+20,71313F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC32,653$3.25M1.2%+2,15813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,551$3.04M0.03%+18,88513F-HRTimelineGroup
Eaton Financial Holdings Company, LLC30,083$3M0.92%013F-HRTimeline
Private Advisor Group, LLC29,278$2.92M0.02%+3,62113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,568$2.85M<0.01%-50,79413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,030$2.79M<0.01%+11,71713F-HRTimelineGroup
Stillwater Capital Advisors, LLC27,663$2.76M0.35%-6413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,606$2.75M<0.01%-19,36513F-HRTimelineGroup
Balboa Wealth Partners26,599$2.65M0.53%new13F-HRTimeline
Stonebridge Financial Planning Group, L…26,438$2.63M1.1%-1,54413F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC24,815$2.47M1.66%-26913F-HRTimeline
Steward Partners Investment Advisory, L…24,482$2.44M0.02%+15,83513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,202$2.31M0.01%+6,32313F-HR/ATimelineGroup
VestGen Advisors, LLC23,124$2.3M0.09%+2,21813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC21,301$2.12M0.2%-97013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding21,061$2.1M+13,678Timeline
Corient Private Wealth LPin group Corient Private Wealth LP20,814$2.07M<0.01%-6,39213F-HR/ATimelineGroup
Wealthstar Advisors, LLC19,219$1.92M0.72%new13F-HRTimeline
Smartleaf Asset Management LLC18,989$1.89M0.17%+3,45213F-HRTimeline
Mutual Advisors, LLC18,129$1.84M0.05%+2,46713F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC17,077$1.7M0.59%new13F-HRTimeline
Sunbelt Securities, Inc.15,589$1.5M0.13%-1,08913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,949$1.49M<0.01%+3,02613F-HRTimelineGroup
DAVENPORT & Co LLC14,426$1.44M0.01%+2,29713F-HRTimeline
Genesee Capital Advisors, LLC14,396$1.43M0.64%+5,67313F-HRTimeline
HighTower Advisors, LLC14,012$1.4M<0.01%+28913F-HRTimeline
SPINNAKER TRUST13,928$1.39M0.08%013F-HRTimeline
GARRISON POINT ADVISORS, LLC13,870$1.38M0.63%-29013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,358$1.33M<0.01%-1,49013F-HRTimelineGroup
NewEdge Advisors, LLC13,057$1.3M0.01%-78013F-HRTimeline
Optivise Advisory Services LLC13,034$1.3M0.66%013F-HRTimeline
FMR LLCin group FMR LLC12,681$1.26M<0.01%+1,25513F-HRTimelineGroup
AMG National Trust Bank12,452$1.24M0.03%-5013F-HRTimeline
AdvisorNet Financial, Inc12,337$1.23M0.08%-17713F-HRTimeline
Patton Albertson Miller Group, LLC12,112$1.21M0.16%013F-HRTimeline
Simmons Bankin group Simmons Bank12,050$1.2M0.09%-24013F-HRTimelineGroup
Westwind Capital11,879$1.18M0.24%+1,10413F-HRTimeline
Virtue Capital Management, LLC11,688$1.16M0.21%+2,28813F-HRTimeline
Whitener Capital Management, Inc.11,508$1.15M0.3%-44713F-HRTimeline
Lakeshore Capital Group, Inc.11,466$1.14M1.01%-1,14013F-HRTimeline
Koshinski Asset Management, Inc.11,145$1.11M0.08%+113F-HRTimeline
Ameliora Wealth Management Ltd.11,000$1.1M0.39%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,598$1.06M<0.01%+1,77613F-HRTimelineGroup
Yeomans Consulting Group, Inc.10,240$1.02M0.42%new13F-HRTimeline
Buck Wealth Strategies, LLC10,163$1.01M0.15%+3,51713F-HRTimeline
Sanctuary Advisors, LLC10,099$1.01M0.01%-37813F-HRTimeline
&PARTNERS10,066$1M0.01%-41113F-HRTimeline
Lifestyle Asset Management, Inc.10,004$997K0.47%new13F-HRTimeline
WESPAC Advisors SoCal, LLC9,904$987K0.22%-18,86513F-HRTimeline
KKM Financial LLC9,693$966K0.34%-86613F-HRTimeline
Capital Investment Advisors, LLC9,408$937K0.02%+113F-HR/ATimeline
Creative Planningin group Creative Planning9,261$923K<0.01%+35213F-HRTimelineGroup
IBEX WEALTH ADVISORS8,957$892K0.1%-1,55513F-HRTimeline
Anchor Investment Management, LLC8,951$892K0.08%-46513F-HRTimeline
Atria Investments, Inc8,765$873K0.01%-15413F-HRTimeline
CENTAURUS FINANCIAL, INC.8,705$867K0.05%+4,87613F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,565$853K0.02%-2,28613F-HRTimeline
Haverford Trust Co8,370$834K0.01%013F-HRTimeline
Apeiron RIA LLC8,098$807K0.21%+4,34913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,000$797K0.27%013F-HRTimeline
Quantinno Capital Management LP7,794$777K<0.01%+1,47013F-HRTimeline
PATTEN & PATTEN INC/TN7,732$770K0.05%-13013F-HRTimeline
COMERICA BANK7,607$758K<0.01%+813F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…6,924$690K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,812$679K<0.01%-5513F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC6,680$666K0.01%013F-HRTimeline
SONATA CAPITAL GROUP INC6,596$657K0.26%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,505$648K<0.01%-4,73513F-HRTimelineGroup
Moors & Cabot, Inc.6,408$638K0.03%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,317$629K0.01%+913F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC6,307$628K0.5%-87213F-HRTimeline
COOKSON PEIRCE & CO INC6,146$612K0.03%-27213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,001$598K<0.01%-2,68213F-HRTimelineGroup
CoreCap Advisors, LLC5,843$582K0.02%+79013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,723$570K0.01%+1,30613F-HRTimelineGroup
Janney Montgomery Scott LLC5,717$570K<0.01%+1813F-HRTimeline
Canvas Wealth Advisors, LLC5,584$568K0.11%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,580$556K0.01%-3,04213F-HRTimeline
EP Wealth Advisors, LLC5,563$554K<0.01%+19413F-HRTimeline
ADELL HARRIMAN & CARPENTER INC5,560$554K0.04%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,520$550K0.01%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,500$548K0.1%013F-HRTimeline
BLAIR WILLIAM & CO/IL5,433$541K<0.01%-4413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,377$536K0.08%+39013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,285$527K<0.01%+10013F-HRTimelineGroup
WealthBridge Capital Management, LLC4,980$496K0.13%-84013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,932$491K0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,909$489K0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.4,878$486K0.04%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,853$484K0.03%-37013F-HRTimeline
One Charles Private Wealth Services, LLC4,836$482K0.14%-3213F-HRTimeline
Summit X, LLC4,821$480K0.09%-18513F-HRTimeline
Geneos Wealth Management Inc.4,680$466K0.01%-1,56013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,658$464K<0.01%+1,90013F-HRTimelineGroup
Orion Porfolio Solutions, LLC4,595$458K<0.01%new13F-HR/ATimeline
Gladstone Institutional Advisory LLC4,492$448K0.02%+1,90513F-HRTimeline
North Star Investment Management Corp.4,307$429K0.03%+213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,260$424K<0.01%013F-HRTimelineGroup
PLANNING DIRECTIONS INC4,233$422K0.24%+613F-HRTimeline
GTS SECURITIES LLC4,083$407K0.02%-11,15713F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …4,000$399K0.05%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,000$399K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,919$390K0.01%-1,98713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,907$389K0.01%+3,34413F-HRTimeline
Samalin Investment Counsel, LLC3,883$387K0.15%+7113F-HRTimeline
WJ Wealth Management, LLC3,880$387K0.12%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP3,850$384K0.03%new13F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP3,796$378K0.03%+1,06113F-HRTimeline
Csenge Advisory Group3,886$376K0.02%+26713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,714$370K<0.01%-16513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC3,632$362K0.01%new13F-HRTimeline
Dakota Wealth Management3,604$359K0.01%013F-HRTimeline
Cresset Asset Management, LLC3,584$357K<0.01%013F-HR/ATimeline
Midwest Trust Co3,560$355K<0.01%13F-HRTimeline
Greenfield Savings Bank3,512$350K0.16%013F-HRTimeline
AMJ Financial Wealth Management3,443$343K0.09%+23713F-HRTimeline
Financial Engines Advisors L.L.C.3,331$332K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.3,264$325K0.02%-1,59613F-HRTimeline
Maltin Wealth Management, Inc.3,260$325K0.15%+413F-HRTimeline
Chesapeake Wealth Management3,220$321K0.11%-21013F-HRTimeline
Glenview Trust Co3,158$315K0.01%-2,15813F-HRTimeline
Chicago Partners Investment Group LLC3,001$306K0.01%+413F-HRTimeline
MAI Capital Management2,961$295K<0.01%-52113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,956$295K<0.01%013F-HRTimelineGroup
Focus Financial Network, Inc.2,942$293K0.01%+13013F-HRTimeline
Beacon Financial Advisory LLC2,926$292K0.08%+113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV2,912$290K0.05%+12113F-HRTimeline
LexAurum Advisors, LLC2,899$289K0.05%+6313F-HRTimeline
Greykasell Wealth Strategies, Inc.2,896$289K0.14%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,868$286K<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,864$285K<0.01%-61913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,801$282K<0.01%-24013F-HRTimeline
Independent Solutions Wealth Management…2,786$278K0.05%+24813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,750$274K<0.01%+7013F-HRTimeline
Zhang Financial LLC2,734$272K0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,710$270K0.01%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,688$268K<0.01%new13F-HRTimelineGroup
Hudson Capital Management LLC2,665$266K0.08%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO2,632$262K0.06%+113F-HRTimeline
PINNACLE ASSOCIATES LTD2,600$259K<0.01%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,600$259K<0.01%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,594$258K<0.01%new13F-HRTimelineGroup
Atlas Brown,Inc.2,515$251K0.08%+413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,429$242K<0.01%-143,74313F-HRTimeline
Private Wealth Asset Management, LLC2,400$239K0.03%013F-HRTimeline
Argentarii, LLC2,400$239K0.11%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,331$232K<0.01%-30913F-HR/ATimelineGroup
Symphony Financial Services, Inc.2,321$231K0.14%013F-HRTimeline
Tyche Wealth Partners LLC2,321$231K0.05%+113F-HRTimeline
SIERRA SUMMIT ADVISORS LLC2,235$223K0.04%new13F-HRTimeline
Quartz Partners, LLC2,228$222K0.1%new13F-HRTimeline
IFP Advisors, Inc2,216$221K0.01%+1813F-HRTimeline
Blue Chip Partners, LLC2,205$220K0.02%new13F-HRTimeline
OBSIDIAN CIO, LLC2,193$219K0.03%-3,70013F-HRTimeline
Advisory Alpha, LLC2,187$218K0.01%new13F-HRTimeline
Betterment LLC2,171$216K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,164$215K<0.01%-1,19213F-HR/ATimelineGroup