Vault-13

ISHARES TR IYC

US CONSUM DISCRE · ETP · CUSIP 464287580

259 institutional holders +17 vs Q1 2025
11,304,92311.3m shares reported held*
$1.1bnreported value*
37 new 86 added 70 reduced 22 sold out net bought ≈ $149.3m (+1.5m shares)

* 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. Holder counts are more reliable. Implied quarter-end price ≈ $99.76.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 171Q4 22: 179Q1 23: 183Q2 23: 192Q3 23: 189Q4 23: 217Q1 24: 220Q2 24: 213Q3 24: 216Q4 24: 258Q1 25: 242Q2 25: 259259Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022171
Q4 2022179
Q1 2023183
Q2 2023192
Q3 2023189
Q4 2023217
Q1 2024220
Q2 2024213
Q3 2024216
Q4 2024258
Q1 2025242
Q2 2025259

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 65 bought or addedQ3 23: 82 cut or sold outQ4 23: 90 bought or addedQ4 23: 66 cut or sold outQ4 23Q1 24: 85 bought or addedQ1 24: 90 cut or sold outQ2 24: 74 bought or addedQ2 24: 102 cut or sold outQ2 24Q3 24: 81 bought or addedQ3 24: 90 cut or sold outQ4 24: 119 bought or addedQ4 24: 70 cut or sold outQ4 24Q1 25: 105 bought or addedQ1 25: 107 cut or sold outQ2 25: 123 bought or addedQ2 25: 92 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236582
Q4 20239066
Q1 20248590
Q2 202474102
Q3 20248190
Q4 202411970
Q1 2025105107
Q2 202512392

Biggest buyers

PINKERTON WEALTH, LLC New +344,097+344.1k
Harel Insurance Investments & Financial Services Ltd. Added +276,666+276.7k
ROYAL BANK OF CANADA Added +264,597+264.6k
Gimbal Financial New +156,124+156.1k
Camarda Financial Advisors, LLC New +137,272+137.3k
MORGAN STANLEY Added +122,691+122.7k
MML INVESTORS SERVICES, LLC Added +89,260+89.3k
BANK OF AMERICA CORP /DE/ Added +71,115+71.1k
Well Done, LLC New +58,871+58.9k
PGIM Custom Harvest LLC Added +53,074+53.1k

Biggest sellers

CAPTRUST FINANCIAL ADVISORS Reduced -143,743-143.7k
Prospera Financial Services Inc Reduced -78,262-78.3k
CITADEL ADVISORS LLC Sold out -55,811-55.8k
JPMORGAN CHASE & CO Reduced -50,794-50.8k
BNP PARIBAS FINANCIAL MARKETS Reduced -49,300-49.3k
WELLS FARGO & COMPANY/MN Reduced -38,176-38.2k
Second Half Financial Partners, LLC Sold out -24,588-24.6k
UBS Group AG Reduced -20,542-20.5k
BlackRock, Inc. Reduced -19,365-19.4k
WESPAC Advisors SoCal, LLC Reduced -18,865-18.9k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Harel Insurance Investments & Financial Services Ltd. 1.82% of their portfolio Ramat Gan, L3 1,593,1011.6m $158.7m $158.7m 1.82% Added +276.7k +276,666
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,070,5051.1m $106.7m $106.7m 0.01% Added +122.7k +122,691
3 PGIM Custom Harvest LLC 2.11% of their portfolio NEWARK, NJ 1,027,2901.0m $102.4m $102.4m 2.11% Added +53.1k +53,074
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 853,831853.8k $85.1m $85.1m 0.01% Added +71.1k +71,115
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 537,662537.7k $53.6m $53.6m 0.01% Reduced -20.5k -20,542
6 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 523,014523.0k $52.1m $52.1m 0.01% Added +264.6k +264,597
7 PINKERTON WEALTH, LLC 4.09% of their portfolio COEUR D ALENE, ID 344,097344.1k $34.3m $34.3m 4.09% New
8 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 343,195343.2k $34.2m $34.2m 0.10% Added +89.3k +89,260
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 334,853334.9k $33.4m $33.4m 0.01% Reduced -38.2k -38,176
10 True Freedom Investing, LLC 9.37% of their portfolio COEUR D'ALENE, ID 239,024239.0k $23.8m $23.8m 9.37% First filing
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 229,648229.6k $22.9m $22.9m 0.01% Added +21.6k +21,632
12 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 215,011215.0k $21.4m $21.4m 0.01% Added +29.9k +29,866
13 Foundations Investment Advisors, LLC 0.31% of their portfolio PHOENIX, AZ 199,897199.9k $19.9m $19.9m 0.31% Added +10.2k +10,248
14 MinichMacGregor Wealth Management, LLC 4.08% of their portfolio Saratoga Springs, NY 191,409191.4k $19.1m $19.1m 4.08% Added +20.7k +20,675
15 SPC Financial, Inc. 1.54% of their portfolio ROCKVILLE, MD 184,343184.3k $18.4m $18.4m 1.54% Added +1.3k +1,282
16 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 159,492159.5k $15.9m $15.9m 0.02% Added +12.8k +12,764
17 Gimbal Financial 9.56% of their portfolio CARMEL, IN 156,124156.1k $15.6m $15.6m 9.56% New
18 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 150,149150.1k $15.0m $15.0m 0.03% Added +2.1k +2,058
19 Camarda Financial Advisors, LLC 5.38% of their portfolio FLEMING ISLAND, FL 137,272137.3k $13.7m $13.7m 5.38% New
20 Prospera Financial Services Inc 0.24% of their portfolio Dallas, TX 127,384127.4k $12.7m $12.7m 0.24% Reduced -78.3k -78,262
21 Advisory Services Network, LLC 0.19% of their portfolio ATLANTA, GA 119,013119.0k $11.9m $11.9m 0.19% Reduced -8.7k -8,657
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 112,178112.2k $11.2m $11.2m 0.00% Added +23.2k +23,231
23 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 84,66684.7k $8.4m $8.4m 0.03% Added +20.1k +20,101
24 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 70,14370.1k $7.0m $7.0m 0.01% Reduced -1.5k -1,505
25 Well Done, LLC 1.10% of their portfolio HOLLAND, MI 58,87158.9k $5.9m $5.9m 1.10% New
26 Summit Financial Consulting LLC 5.22% of their portfolio STERLING HEIGHTS, MI 58,27358.3k $5.8m $5.8m 5.22% Reduced -2.1k -2,065
27 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 58,14658.1k $5.8m $5.8m 0.01% Reduced -10.7k -10,728
28 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.10% of their portfolio PORTLAND, OR 57,08957.1k $5.7m $5.7m 0.10% Reduced -1.6k -1,565
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 54,46554.5k $5.4m $5.4m 0.00% Added +15.9k +15,910
30 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 53,42953.4k $5.3m $5.3m 0.04% Added +118 +118
31 First Citizens Financial Corp 2.84% of their portfolio MASON CITY, IA 51,74051.7k $5.2m $5.2m 2.84% Reduced -7.9k -7,923
32 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 51,40051.4k $5.1m $5.1m 0.00% Reduced -49.3k -49,300
33 Anfield Capital Management, LLC 1.64% of their portfolio IRVINE, CA 49,78949.8k $5.0m $5.0m 1.64% Reduced -644 -644
34 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 49,24749.2k $4.9m $4.9m 0.04% Added +12.1k +12,054
35 Cadent Capital Advisors, LLC 1.60% of their portfolio TULSA, OK 49,15749.2k $4.9m $4.9m 1.60% Added +507 +507
36 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 47,93447.9k $4.8m $4.8m 0.00% Reduced -540 -540
37 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 44,84844.8k $4.5m $4.5m 0.01% Added +31.3k +31,297
38 SOUTHERN CAPITAL ADVISORS, LLC 2.13% of their portfolio Jackson, TN 41,88741.9k $4.2m $4.2m 2.13% Added +479 +479
39 Zurich Insurance Group Ltd/FI 0.03% of their portfolio ZURICH, V8 40,50040.5k $4.1m $4.1m 0.03% New
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 39,64139.6k $3.9m $3.9m 0.00% Added +1.6k +1,622
41 PRINCIPAL SECURITIES, INC. 0.07% of their portfolio DES MOINES, IA 38,04938.0k $3.8m $3.8m 0.07% Added +30.3k +30,336
42 USA FINANCIAL FORMULAS 0.61% of their portfolio ADA, MI 35,89535.9k $3.6m $3.6m 0.61% New
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 33,13733.1k $3.3m $3.3m 0.00% Added +20.7k +20,713
44 TRANSATLANTIQUE PRIVATE WEALTH LLC 1.20% of their portfolio NEW YORK, NY 32,65332.7k $3.3m $3.3m 1.20% Added +2.2k +2,158
45 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 30,55130.6k $3.0m $3.0m 0.03% Added +18.9k +18,885
46 Eaton Financial Holdings Company, LLC 0.92% of their portfolio Coral Springs, FL 30,08330.1k $3.0m $3.0m 0.92% Unchanged
47 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 29,27829.3k $2.9m $2.9m 0.02% Added +3.6k +3,621
48 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,56828.6k $2.8m $2.8m 0.00% Reduced -50.8k -50,794
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 28,03028.0k $2.8m $2.8m 0.00% Added +11.7k +11,717
50 Stillwater Capital Advisors, LLC 0.35% of their portfolio DEVON, PA 27,66327.7k $2.8m $2.8m 0.35% Reduced -64 -64
51 BlackRock, Inc. 0.00% of their portfolio New York, NY 27,60627.6k $2.8m $2.8m 0.00% Reduced -19.4k -19,365
52 Balboa Wealth Partners 0.53% of their portfolio SCOTTSDALE, AZ 26,59926.6k $2.7m $2.7m 0.53% New
53 Stonebridge Financial Planning Group, LLC 1.10% of their portfolio ORLANDO, FL 26,43826.4k $2.6m $2.6m 1.10% Reduced -1.5k -1,544
54 COTTONWOOD CAPITAL ADVISORS, LLC 1.66% of their portfolio SALT LAKE CITY, UT 24,81524.8k $2.5m $2.5m 1.66% Reduced -269 -269
55 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 24,48224.5k $2.4m $2.4m 0.02% Added +15.8k +15,835
56 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 23,20223.2k $2.3m $2.3m 0.01% Added +6.3k +6,323
57 VestGen Advisors, LLC 0.09% of their portfolio CHICAGO, IL 23,12423.1k $2.3m $2.3m 0.09% Added +2.2k +2,218
58 TRITONPOINT WEALTH, LLC 0.20% of their portfolio CHEVY CHASE, MD 21,30121.3k $2.1m $2.1m 0.20% Reduced -970 -970
59 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 20,81420.8k $2.1m $2.1m 0.00% Reduced -6.4k -6,392
60 Wealthstar Advisors, LLC 0.72% of their portfolio Plano, TX 19,21919.2k $1.9m $1.9m 0.72% New
61 Smartleaf Asset Management LLC 0.17% of their portfolio BOSTON, MA 18,98919.0k $1.9m $1.9m 0.17% Added +3.5k +3,452
62 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 18,71118.7k $1.9m $1.9m 0.01% Added +15.0k +14,992
63 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 18,12918.1k $1.8m $1.8m 0.05% Added +2.5k +2,467
64 LEE JOHNSON CAPITAL MANAGEMENT, LLC 0.59% of their portfolio FORT WORTH, TX 17,07717.1k $1.7m $1.7m 0.59% New
65 Sunbelt Securities, Inc. 0.13% of their portfolio HOUSTON, TX 15,58915.6k $1.5m $1.5m 0.13% Reduced -1.1k -1,089
66 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 14,94914.9k $1.5m $1.5m 0.00% Added +3.0k +3,026
67 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 14,42614.4k $1.4m $1.4m 0.01% Added +2.3k +2,297
68 Genesee Capital Advisors, LLC 0.64% of their portfolio AUBURN, NY 14,39614.4k $1.4m $1.4m 0.64% Added +5.7k +5,673
69 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,01214.0k $1.4m $1.4m 0.00% Added +289 +289
70 SPINNAKER TRUST 0.08% of their portfolio PORTLAND, ME 13,92813.9k $1.4m $1.4m 0.08% Unchanged
71 GARRISON POINT ADVISORS, LLC 0.63% of their portfolio Walnut Creek, CA 13,87013.9k $1.4m $1.4m 0.63% Reduced -290 -290
72 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 13,44813.4k $1.3m $1.3m 0.01% Added +2.9k +2,896
73 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,35813.4k $1.3m $1.3m 0.00% Reduced -1.5k -1,490
74 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 13,05713.1k $1.3m $1.3m 0.01% Reduced -780 -780
75 Optivise Advisory Services LLC 0.66% of their portfolio FRANKLIN, TN 13,03413.0k $1.3m $1.3m 0.66% Unchanged
76 FMR LLC 0.00% of their portfolio BOSTON, MA 12,68112.7k $1.3m $1.3m 0.00% Added +1.3k +1,255
77 AMG National Trust Bank 0.03% of their portfolio GREENWOOD VILLAGE, CO 12,45212.5k $1.2m $1.2m 0.03% Reduced -50 -50
78 AdvisorNet Financial, Inc 0.08% of their portfolio MINNETONKA, MN 12,33712.3k $1.2m $1.2m 0.08% Reduced -177 -177
79 Patton Albertson Miller Group, LLC 0.16% of their portfolio Chattanooga, TN 12,11212.1k $1.2m $1.2m 0.16% Unchanged
80 Simmons Bank 0.09% of their portfolio Pine Bluff, AR 12,05012.1k $1.2m $1.2m 0.09% Reduced -240 -240
81 Westwind Capital 0.24% of their portfolio LAS CRUCES, NM 11,87911.9k $1.2m $1.2m 0.24% Added +1.1k +1,104
82 Virtue Capital Management, LLC 0.21% of their portfolio BRENTWOOD, TN 11,68811.7k $1.2m $1.2m 0.21% Added +2.3k +2,288
83 Whitener Capital Management, Inc. 0.30% of their portfolio Rocky Mount, NC 11,50811.5k $1.1m $1.1m 0.30% Reduced -447 -447
84 Lakeshore Capital Group, Inc. 1.01% of their portfolio Rolling Meadows, IL 11,46611.5k $1.1m $1.1m 1.01% Reduced -1.1k -1,140
85 Koshinski Asset Management, Inc. 0.08% of their portfolio DECATUR, IL 11,14511.1k $1.1m $1.1m 0.08% Added +1 +1
86 Ameliora Wealth Management Ltd. 0.39% of their portfolio ZURICH, V8 11,00011.0k $1.1m $1.1m 0.39% Unchanged
87 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 10,59810.6k $1.1m $1.1m 0.00% Added +1.8k +1,776
88 Yeomans Consulting Group, Inc. 0.42% of their portfolio Marietta, GA 10,24010.2k $1.0m $1.0m 0.42% New
89 Buck Wealth Strategies, LLC 0.15% of their portfolio DENVER, CO 10,16310.2k $1.0m $1.0m 0.15% Added +3.5k +3,517
90 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 10,09910.1k $1.0m $1.0m 0.01% Reduced -378 -378
91 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 10,06610.1k $1.0m $1.0m 0.01% Reduced -411 -411
92 Lifestyle Asset Management, Inc. 0.47% of their portfolio FRIENDSWOOD, TX 10,00410.0k $996.8k $996.8k 0.47% New
93 WESPAC Advisors SoCal, LLC 0.22% of their portfolio Pasadena, CA 9,9049.9k $986.8k $986.8k 0.22% Reduced -18.9k -18,865
94 KKM Financial LLC 0.34% of their portfolio CHICAGO, IL 9,6939.7k $965.8k $965.8k 0.34% Reduced -866 -866
95 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 9,4089.4k $937.4k $937.4k 0.02% Added +1 +1
96 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,2619.3k $922.8k $922.8k 0.00% Added +352 +352
97 IBEX WEALTH ADVISORS 0.10% of their portfolio BEDMINSTER, NJ 8,9579.0k $892.4k $892.4k 0.10% Reduced -1.6k -1,555
98 Anchor Investment Management, LLC 0.08% of their portfolio COLUMBIA, SC 8,9519.0k $891.9k $891.9k 0.08% Reduced -465 -465
99 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 8,7658.8k $873.4k $873.4k 0.01% Reduced -154 -154
100 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 8,7058.7k $867.0k $867.0k 0.05% Added +4.9k +4,876