ISHARES TR IYC
US CONSUM DISCRE · ETP · CUSIP 464287580
171
institutional holders
4.9m
shares reported held*
$288.6mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.41. Options: 0 managers hold calls (— notional), 2 hold puts ($336.0k).
Biggest calls
| None |
Biggest puts
| Ancora Advisors LLC | — | $301.0k675 shares |
| WELLS FARGO & COMPANY/MN | — | $35.0k600 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.01% of their portfolio | 827.8k $48.2m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 580.8k $33.8m | — |
| UBS Group AG 0.02% of their portfolio | 455.7k $26.5m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 326.3k $19.0m | — |
| LPL Financial LLC 0.02% of their portfolio | 318.4k $18.5m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 185.7k $10.8m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 184.0k $10.7m | — |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 143.6k $8.4m | — |
| Quantitative Advantage, LLC 1.32% of their portfolio | 129.8k $7.6m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio | 95.3k $5.5m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 90.6k $5.3m | — |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 89.7k $5.2m | — |
| QUATTRO FINANCIAL ADVISORS LLC 2.03% of their portfolio | 87.3k $5.1m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio | 81.4k $4.7m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 74.3k $4.3m | — |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.17% of their portfolio | 74.1k $4.3m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 59.1k $3.4m | — |
| First Citizens Financial Corp 3.35% of their portfolio | 58.6k $3.4m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 51.4k $3.0m | — |
| Stonebridge Financial Planning Group, LLC 1.80% of their portfolio | 44.2k $2.6m | — |
| WESPAC Advisors SoCal, LLC 1.10% of their portfolio | 42.9k $2.6m | — |
| COTTONWOOD CAPITAL ADVISORS, LLC 2.31% of their portfolio | 41.6k $2.4m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 41.6k $2.4m | — |
| FLOW TRADERS U.S. LLC 0.13% of their portfolio | 40.4k $2.4m | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 39.1k $2.3m | — |
| Stillwater Capital Advisors, LLC 0.49% of their portfolio | 37.0k $2.2m | — |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 27.9k $1.6m | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 23.9k $1.5m | — |
| AMG National Trust Bank 0.05% of their portfolio | 22.5k $1.3m | — |
| SOUTHERN CAPITAL ADVISORS, LLC 1.01% of their portfolio | 21.3k $1.2m | — |
| Mutual Advisors, LLC 0.06% of their portfolio | 20.1k $1.2m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 20.0k $1.2m | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 17.0k $989.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 16.8k $977.0k | — |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 15.2k $883.0k | — |
| GARRISON POINT ADVISORS, LLC 0.78% of their portfolio | 14.9k $869.0k | — |
| Simmons Bank 0.08% of their portfolio | 14.8k $859.0k | — |
| Equitable Holdings, Inc. 0.02% of their portfolio | 14.7k $855.0k | — |
| Patton Albertson Miller Group, LLC 0.18% of their portfolio | 14.3k $834.0k | — |
| GREAT LAKES ADVISORS, LLC 0.02% of their portfolio | 14.2k $825.0k | — |
| SPINNAKER TRUST 0.07% of their portfolio | 13.9k $811.0k | — |
| NewEdge Advisors, LLC 0.01% of their portfolio | 13.1k $762.0k | — |
| Whitener Capital Management, Inc. 0.36% of their portfolio | 13.0k $757.0k | — |
| Anchor Investment Management, LLC 0.12% of their portfolio | 12.9k $748.9k | — |
| HARBOUR INVESTMENTS, INC. 0.05% of their portfolio | 12.6k $717.0k | — |
| Baker Avenue Asset Management, LP 0.05% of their portfolio | 12.1k $706.0k | — |
| TRANSATLANTIQUE PRIVATE WEALTH LLC 0.43% of their portfolio | 11.1k $649.0k | — |
| Nikulski Financial, Inc. 0.31% of their portfolio | 10.3k $600.0k | — |
| Private Advisor Group, LLC 0.01% of their portfolio | 10.3k $598.0k | — |
| SONATA CAPITAL GROUP INC 0.33% of their portfolio | 10.2k $593.0k | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 10.1k $588.0k | — |
| Capital Investment Advisors, LLC 0.02% of their portfolio | 9.8k $571.0k | — |
| DAVENPORT & Co LLC 0.00% of their portfolio | 9.6k $559.0k | — |
| WJ Wealth Management, LLC 0.35% of their portfolio | 9.5k $551.0k | — |
| HUNTINGTON NATIONAL BANK 0.01% of their portfolio | 9.5k $550.0k | — |
| SPC Financial, Inc. 0.07% of their portfolio | 9.4k $549.0k | — |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 9.4k $547.1k | — |
| WealthBridge Capital Management, LLC 0.23% of their portfolio | 9.4k $531.0k | — |
| ADELL HARRIMAN & CARPENTER INC 0.07% of their portfolio | 9.2k $536.1k | — |
| FMR LLC 0.00% of their portfolio | 9.2k $534.0k | — |
| Sunbelt Securities, Inc. 0.11% of their portfolio | 8.9k $517.0k | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 8.8k $510.0k | — |
| Apeiron RIA LLC 0.23% of their portfolio | 8.7k $502.0k | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 8.5k $493.0k | — |
| CX Institutional 0.03% of their portfolio | 8.5k $493.0k | — |
| Haverford Trust Co 0.01% of their portfolio | 8.4k $487.0k | — |
| Banco Santander, S.A. 0.01% of their portfolio | 8.3k $481.0k | — |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 8.2k $474.0k | — |
| IBEX WEALTH ADVISORS 0.12% of their portfolio | 8.2k $475.0k | — |
| PATTEN & PATTEN INC/TN 0.04% of their portfolio | 7.9k $462.0k | — |
| Canvas Wealth Advisors, LLC 0.20% of their portfolio | 7.7k $471.0k | — |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 7.3k $427.0k | — |
| Creative Planning 0.00% of their portfolio | 7.2k $419.0k | — |
| Focus Financial Network, Inc. 0.04% of their portfolio | 7.2k $416.7k | — |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 6.6k $386.0k | — |
| Meridian Wealth Management, LLC 0.04% of their portfolio | 6.6k $383.0k | — |
| MEITAV INVESTMENT HOUSE LTD 0.01% of their portfolio | 6.5k $382.0k | — |
| CoreCap Advisors, LLC 0.03% of their portfolio | 6.1k $354.0k | — |
| M&T Bank Corp 0.00% of their portfolio | 6.0k $350.0k | — |
| Laidlaw Wealth Management LLC 0.08% of their portfolio | 6.0k $350.0k | — |
| Warwick Investment Management, Inc. 0.21% of their portfolio | 6.0k $349.0k | — |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 5.8k $338.0k | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 5.8k $337.0k | — |
| AE Wealth Management LLC 0.00% of their portfolio | 5.5k $322.0k | — |
| WHITTIER TRUST CO OF NEVADA INC 0.01% of their portfolio | 5.5k $321.0k | — |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 5.5k $321.0k | — |
| PETTYJOHN, WOOD & WHITE, INC 0.09% of their portfolio | 5.5k $320.0k | — |
| CWM, LLC 0.00% of their portfolio | 5.4k $315.0k | — |
| COMMERCE BANK 0.00% of their portfolio | 5.4k $313.0k | — |
| Chesapeake Wealth Management 0.14% of their portfolio | 5.2k $305.0k | — |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.03% of their portfolio | 5.2k $303.0k | — |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 5.1k $299.0k | — |
| Bartlett & Co. LLC 0.01% of their portfolio | 5.0k $293.0k | — |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.01% of their portfolio | 5.0k $292.9k | — |
| Koshinski Asset Management, Inc. 0.03% of their portfolio | 5.0k $292.0k | — |
| PLANNING DIRECTIONS INC 0.23% of their portfolio | 4.9k $284.0k | — |
| Cadent Capital Advisors, LLC 0.17% of their portfolio | 4.9k $284.0k | — |
| TIAA, FSB 0.00% of their portfolio | 4.8k $281.0k | — |
| Samalin Investment Counsel, LLC 0.20% of their portfolio | 4.8k $277.0k | — |
| Dakota Wealth Management 0.02% of their portfolio | 4.7k $273.0k | — |