Vault-13

ISHARES TR IYC

US CONSUM DISCRE · ETP · CUSIP 464287580

267 institutional holders +8 vs Q2 2025
11,717,28611.7m shares reported held*
$1.2bnreported value*
29 new 91 added 77 reduced 21 sold out net bought ≈ $42.4m (+415.1k 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 ≈ $104.72.

Trends to Q3 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: 259Q3 25: 267267Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025267

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 23: 90 bought or addedQ4 23: 66 cut or sold outQ1 24: 85 bought or addedQ1 24: 90 cut or sold outQ1 24Q2 24: 74 bought or addedQ2 24: 102 cut or sold outQ3 24: 81 bought or addedQ3 24: 90 cut or sold outQ3 24Q4 24: 119 bought or addedQ4 24: 70 cut or sold outQ1 25: 105 bought or addedQ1 25: 107 cut or sold outQ1 25Q2 25: 123 bought or addedQ2 25: 92 cut or sold outQ3 25: 120 bought or addedQ3 25: 98 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20239066
Q1 20248590
Q2 202474102
Q3 20248190
Q4 202411970
Q1 2025105107
Q2 202512392
Q3 202512098

Biggest buyers

MANUFACTURERS LIFE INSURANCE COMPANY, THE New +1,207,186+1.2m
Harel Insurance Investments & Financial Services Ltd. Added +244,017+244.0k
TWO SIGMA INVESTMENTS, LP New +106,000+106.0k
Three Seasons Wealth, LLC New +83,169+83.2k
Cornerstone Wealth Group, LLC New +72,283+72.3k
Strategic Blueprint, LLC New +35,876+35.9k
Madison Park Capital Advisors, LLC New +32,434+32.4k
FLOW TRADERS U.S. LLC New +31,924+31.9k
JPMORGAN CHASE & CO Added +26,776+26.8k
MML INVESTORS SERVICES, LLC Added +25,694+25.7k

Biggest sellers

PINKERTON WEALTH, LLC Sold out -344,097-344.1k
ROYAL BANK OF CANADA Reduced -259,902-259.9k
True Freedom Investing, LLC Reduced -236,783-236.8k
Foundations Investment Advisors, LLC Reduced -192,343-192.3k
Camarda Financial Advisors, LLC Sold out -137,272-137.3k
Summit Financial Consulting LLC Sold out -58,273-58.3k
LPL Financial LLC Reduced -54,503-54.5k
BNP PARIBAS FINANCIAL MARKETS Reduced -50,000-50.0k
Anfield Capital Management, LLC Sold out -49,789-49.8k
AE Wealth Management LLC Reduced -46,982-47.0k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Harel Insurance Investments & Financial Services Ltd. 1.73% of their portfolio Ramat Gan, L3 1,837,1181.8m $192.5m $192.5m 1.73% Added +244.0k +244,017
2 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.10% of their portfolio Toronto, A6 1,207,1861.2m $126.5m $126.5m 0.10% New
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,063,8271.1m $111.5m $111.5m 0.01% Reduced -6.7k -6,678
4 PGIM Custom Harvest LLC 1.57% of their portfolio NEWARK, NJ 994,533994.5k $104.2m $104.2m 1.57% Reduced -32.8k -32,757
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 866,633866.6k $90.8m $90.8m 0.01% Added +12.8k +12,802
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 546,000546.0k $57.2m $57.2m 0.01% Added +8.3k +8,338
7 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 368,889368.9k $38.7m $38.7m 0.10% Added +25.7k +25,694
8 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 358,806358.8k $37.6m $37.6m 0.01% Added +24.0k +23,953
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 263,112263.1k $27.6m $27.6m 0.00% Reduced -259.9k -259,902
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 212,496212.5k $22.3m $22.3m 0.01% Reduced -17.2k -17,152
11 MinichMacGregor Wealth Management, LLC 3.95% of their portfolio Saratoga Springs, NY 193,027193.0k $20.2m $20.2m 3.95% Added +1.6k +1,618
12 SPC Financial, Inc. 1.51% of their portfolio ROCKVILLE, MD 184,644184.6k $19.4m $19.4m 1.51% Added +301 +301
13 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 164,729164.7k $17.3m $17.3m 0.02% Added +5.2k +5,237
14 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 162,023162.0k $16.8m $16.8m 0.02% Added +11.9k +11,874
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 160,508160.5k $16.8m $16.8m 0.00% Reduced -54.5k -54,503
16 Gimbal Financial 9.98% of their portfolio CARMEL, IN 158,527158.5k $16.6m $16.6m 9.98% Added +2.4k +2,403
17 Prospera Financial Services Inc 0.23% of their portfolio Dallas, TX 126,299126.3k $13.2m $13.2m 0.23% Reduced -1.1k -1,085
18 Advisory Services Network, LLC 0.19% of their portfolio ATLANTA, GA 123,000123.0k $12.9m $12.9m 0.19% Added +4.0k +3,987
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 117,492117.5k $12.3m $12.3m 0.00% Added +5.3k +5,314
20 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 106,000106.0k $11.1m $11.1m 0.02% New
21 Three Seasons Wealth, LLC 0.87% of their portfolio SALT LAKE CITY, UT 83,16983.2k $8.7m $8.7m 0.87% New
22 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 73,56073.6k $7.7m $7.7m 0.02% Reduced -11.1k -11,106
23 Cornerstone Wealth Group, LLC 0.51% of their portfolio HUNTERSVILLE, NC 72,28372.3k $7.6m $7.6m 0.51% New
24 Well Done, LLC 1.11% of their portfolio HOLLAND, MI 62,21062.2k $6.5m $6.5m 1.11% Added +3.3k +3,339
25 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 61,47561.5k $6.4m $6.4m 0.01% Reduced -8.7k -8,668
26 Zurich Insurance Group Ltd/FI 0.04% of their portfolio ZURICH, V8 58,90058.9k $6.1m $6.1m 0.04% Added +18.4k +18,400
27 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.10% of their portfolio PORTLAND, OR 56,96957.0k $6.0m $6.0m 0.10% Reduced -120 -120
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 55,34455.3k $5.8m $5.8m 0.00% Added +26.8k +26,776
29 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 52,90852.9k $5.5m $5.5m 0.04% Reduced -521 -521
30 First Citizens Financial Corp 2.64% of their portfolio MASON CITY, IA 50,88350.9k $5.3m $5.3m 2.64% Reduced -857 -857
31 Cadent Capital Advisors, LLC 1.38% of their portfolio TULSA, OK 49,71949.7k $5.2m $5.2m 1.38% Added +562 +562
32 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 46,75246.8k $4.9m $4.9m 0.00% Reduced -1.2k -1,182
33 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 44,62144.6k $4.7m $4.7m 0.00% Reduced -9.8k -9,844
34 BlackRock, Inc. 0.00% of their portfolio New York, NY 44,18644.2k $4.6m $4.6m 0.00% Added +16.6k +16,580
35 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 42,91742.9k $4.5m $4.5m 0.01% Reduced -15.2k -15,229
36 SOUTHERN CAPITAL ADVISORS, LLC 2.09% of their portfolio Jackson, TN 42,58442.6k $4.5m $4.5m 2.09% Added +697 +697
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 40,76940.8k $4.3m $4.3m 0.00% Added +1.1k +1,128
38 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 35,94635.9k $3.8m $3.8m 0.00% Reduced -8.9k -8,902
39 Strategic Blueprint, LLC 0.16% of their portfolio ATLANTA, GA 35,87635.9k $3.8m $3.8m 0.16% New
40 TRANSATLANTIQUE PRIVATE WEALTH LLC 1.19% of their portfolio NEW YORK, NY 34,58834.6k $3.6m $3.6m 1.19% Added +1.9k +1,935
41 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 33,95434.0k $3.6m $3.6m 0.02% Added +20.9k +20,897
42 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 33,58333.6k $3.5m $3.5m 0.02% Added +9.1k +9,101
43 Madison Park Capital Advisors, LLC 2.79% of their portfolio SEATTLE, WA 32,43432.4k $3.4m $3.4m 2.79% New
44 FLOW TRADERS U.S. LLC 0.14% of their portfolio NEW YORK, NY 31,92431.9k $3.3m $3.3m 0.14% New
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 31,91231.9k $3.3m $3.3m 0.00% Reduced -1.2k -1,225
46 PRINCIPAL SECURITIES, INC. 0.05% of their portfolio DES MOINES, IA 30,51230.5k $3.2m $3.2m 0.05% Reduced -7.5k -7,537
47 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 30,24130.2k $3.2m $3.2m 0.02% Added +963 +963
48 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 30,16530.2k $3.2m $3.2m 0.01% Added +7.0k +6,963
49 Eaton Financial Holdings Company, LLC 0.89% of their portfolio Coral Springs, FL 30,06230.1k $3.2m $3.2m 0.89% Reduced -21 -21
50 Stillwater Capital Advisors, LLC 0.31% of their portfolio DEVON, PA 26,41626.4k $2.8m $2.8m 0.31% Reduced -1.2k -1,247
51 COTTONWOOD CAPITAL ADVISORS, LLC 1.89% of their portfolio SALT LAKE CITY, UT 24,82124.8k $2.6m $2.6m 1.89% Added +6 +6
52 VestGen Advisors, LLC 0.08% of their portfolio CHICAGO, IL 23,73323.7k $2.5m $2.5m 0.08% Added +609 +609
53 Stonebridge Financial Planning Group, LLC 0.88% of their portfolio ORLANDO, FL 22,42122.4k $2.3m $2.3m 0.88% Reduced -4.0k -4,017
54 Lifestyle Asset Management, Inc. 0.80% of their portfolio FRIENDSWOOD, TX 22,38522.4k $2.3m $2.3m 0.80% Added +12.4k +12,381
55 TRITONPOINT WEALTH, LLC 0.19% of their portfolio CHEVY CHASE, MD 21,29021.3k $2.2m $2.2m 0.19% Reduced -11 -11
56 Virtue Capital Management, LLC 0.08% of their portfolio BRENTWOOD, TN 20,18420.2k $515.3k $515.3k 0.08% Added +8.5k +8,496
57 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 19,82719.8k $1.9m $1.9m 0.01% Added +9.7k +9,728
58 Smartleaf Asset Management LLC 0.13% of their portfolio BOSTON, MA 19,60019.6k $2.1m $2.1m 0.13% Added +611 +611
59 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 19,25819.3k $2.0m $2.0m 0.00% Added +4.3k +4,309
60 PATTEN & PATTEN INC/TN 0.12% of their portfolio CHATTANOOGA, TN 19,04419.0k $2.0m $2.0m 0.12% Added +11.3k +11,312
61 CoreCap Advisors, LLC 0.07% of their portfolio SOUTHFIELD, MI 18,61518.6k $2.0m $2.0m 0.07% Added +12.8k +12,772
62 LEE JOHNSON CAPITAL MANAGEMENT, LLC 0.60% of their portfolio FORT WORTH, TX 17,25117.3k $1.8m $1.8m 0.60% Added +174 +174
63 Wealthstar Advisors, LLC 0.70% of their portfolio Plano, TX 16,84016.8k $1.8m $1.8m 0.70% Reduced -2.4k -2,379
64 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 16,02116.0k $1.7m $1.7m 0.04% Reduced -2.1k -2,108
65 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 15,59915.6k $1.6m $1.6m 0.04% Added +11.7k +11,692
66 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 15,04715.0k $1.6m $1.6m 0.00% Reduced -5.8k -5,767
67 Genesee Capital Advisors, LLC 0.67% of their portfolio AUBURN, NY 14,76314.8k $1.5m $1.5m 0.67% Added +367 +367
68 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 14,67014.7k $1.5m $1.5m 0.01% Added +244 +244
69 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,54214.5k $1.5m $1.5m 0.00% Added +530 +530
70 SPINNAKER TRUST 0.08% of their portfolio PORTLAND, ME 13,92813.9k $1.5m $1.5m 0.08% Unchanged
71 GARRISON POINT ADVISORS, LLC 0.61% of their portfolio Walnut Creek, CA 13,91713.9k $1.5m $1.5m 0.61% Added +47 +47
72 Sunbelt Securities, Inc. 0.10% of their portfolio HOUSTON, TX 13,48513.5k $1.4m $1.4m 0.10% Reduced -2.1k -2,104
73 AdvisorNet Financial, Inc 0.08% of their portfolio MINNETONKA, MN 13,46313.5k $1.4m $1.4m 0.08% Added +1.1k +1,126
74 FMR LLC 0.00% of their portfolio BOSTON, MA 13,25713.3k $1.4m $1.4m 0.00% Added +576 +576
75 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 12,81112.8k $1.3m $1.3m 0.00% Reduced -547 -547
76 Westwind Capital 0.28% of their portfolio LAS CRUCES, NM 12,57812.6k $1.3m $1.3m 0.28% Added +699 +699
77 AMG National Trust Bank 0.03% of their portfolio GREENWOOD VILLAGE, CO 11,95212.0k $1.3m $1.3m 0.03% Reduced -500 -500
78 Yeomans Consulting Group, Inc. 0.42% of their portfolio Marietta, GA 11,59711.6k $1.2m $1.2m 0.42% Added +1.4k +1,357
79 Whitener Capital Management, Inc. 0.29% of their portfolio Rocky Mount, NC 11,59311.6k $1.2m $1.2m 0.29% Added +85 +85
80 Lakeshore Capital Group, Inc. 0.97% of their portfolio Rolling Meadows, IL 11,51811.5k $1.2m $1.2m 0.97% Added +52 +52
81 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 11,32211.3k $1.2m $1.2m 0.01% Reduced -2.1k -2,126
82 Simmons Bank 0.08% of their portfolio Pine Bluff, AR 11,32211.3k $1.2m $1.2m 0.08% Reduced -728 -728
83 Ameliora Wealth Management Ltd. 0.38% of their portfolio ZURICH, V8 11,00011.0k $1.2m $1.2m 0.38% Unchanged
84 Outlook Wealth Advisors, LLC 0.29% of their portfolio SHENANDOAH, TX 10,95211.0k $1.1m $1.1m 0.29% New
85 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 10,51410.5k $1.1m $1.1m 0.00% Added +2.7k +2,720
86 Koshinski Asset Management, Inc. 0.07% of their portfolio DECATUR, IL 10,38410.4k $1.1m $1.1m 0.07% Reduced -761 -761
87 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 10,36610.4k $1.1m $1.1m 0.00% Reduced -232 -232
88 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 10,33410.3k $1.1m $1.1m 0.00% Added +1.1k +1,073
89 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 10,29210.3k $1.1m $1.1m 0.01% Reduced -20.3k -20,259
90 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 10,06910.1k $1.1m $1.1m 0.01% Added +3 +3
91 Buck Wealth Strategies, LLC 0.14% of their portfolio DENVER, CO 9,9109.9k $1.0m $1.0m 0.14% Reduced -253 -253
92 WESPAC Advisors SoCal, LLC 0.21% of their portfolio Pasadena, CA 9,8269.8k $1.0m $1.0m 0.21% Reduced -78 -78
93 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 9,4099.4k $986.1k $986.1k 0.02% Added +1 +1
94 IBEX WEALTH ADVISORS 0.09% of their portfolio BEDMINSTER, NJ 8,9398.9k $936.8k $936.8k 0.09% Reduced -18 -18
95 Apeiron RIA LLC 0.21% of their portfolio Dallas, TX 8,9238.9k $914.4k $914.4k 0.21% Added +825 +825
96 KKM Financial LLC 0.29% of their portfolio CHICAGO, IL 8,7988.8k $922.0k $922.0k 0.29% Reduced -895 -895
97 Anchor Investment Management, LLC 0.07% of their portfolio COLUMBIA, SC 8,5878.6k $899.9k $899.9k 0.07% Reduced -364 -364
98 Haverford Trust Co 0.01% of their portfolio Radnor, PA 8,3708.4k $877.2k $877.2k 0.01% Unchanged
99 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 8,1138.1k $850.2k $850.2k 0.01% Reduced -652 -652
100 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.26% of their portfolio WALTHAM, MA 8,0008.0k $838.4k $838.4k 0.26% Unchanged