Vault-13

ISHARES TR IYC

US CONSUM DISCRE · ETP · CUSIP 464287580

243 institutional holders -11 vs Q1 2026
7,440,5217.4m shares reported held*
$753.4mreported value*
20 new 58 added 80 reduced 29 sold out net sold ≈ $281.6k (-2.8k 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 ($367.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $101.26.

Trends to Q2 2026

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: 267Q4 25: 260Q1 26: 254Q2 26: 243243Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q4 2025260
Q1 2026254
Q2 2026243

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 120 bought or addedQ3 25: 98 cut or sold outQ4 25: 95 bought or addedQ4 25: 111 cut or sold outQ4 25Q1 26: 89 bought or addedQ1 26: 113 cut or sold outQ2 26: 78 bought or addedQ2 26: 109 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20248190
Q4 202411970
Q1 2025105107
Q2 202512392
Q3 202512098
Q4 202595111
Q1 202689113
Q2 202678109

Biggest buyers

Harel Insurance Investments & Financial Services Ltd. Added +311,538+311.5k
BNP PARIBAS FINANCIAL MARKETS Added +49,715+49.7k
Banque Transatlantique SA New +40,772+40.8k
UBS Group AG Added +26,937+26.9k
CAPTRUST FINANCIAL ADVISORS Added +21,856+21.9k
Cambridge Investment Research Advisors, Inc. Added +19,881+19.9k
TritonPoint Partners, LLC New +19,810+19.8k
COTTONWOOD CAPITAL ADVISORS, LLC Added +17,741+17.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +17,309+17.3k
Arax Advisory Partners Added +12,301+12.3k

Biggest sellers

MORGAN STANLEY Reduced -102,113-102.1k
BANK OF AMERICA CORP /DE/ Reduced -95,335-95.3k
Strategic Blueprint, LLC Reduced -32,624-32.6k
ROYAL BANK OF CANADA Reduced -31,567-31.6k
Steward Partners Investment Advisory, LLC Reduced -28,549-28.5k
AMERIPRISE FINANCIAL INC Reduced -28,156-28.2k
Tower Research Capital LLC (TRC) Sold out -18,288-18.3k
PGIM Custom Harvest LLC Reduced -17,616-17.6k
BlackRock, Inc. Reduced -17,360-17.4k
GTS SECURITIES LLC Sold out -17,125-17.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Harel Insurance Investments & Financial Services Ltd. 0.67% of their portfolio Ramat Gan, L3 1,370,2791.4m $138.5m $138.5m 0.67% Added +311.5k +311,538
2 PGIM Custom Harvest LLC 1.19% of their portfolio NEWARK, NJ 940,197940.2k $95.1m $95.1m 1.19% Reduced -17.6k -17,616
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 842,331842.3k $85.2m $85.2m 0.00% Reduced -102.1k -102,113
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 681,291681.3k $68.9m $68.9m 0.00% Reduced -95.3k -95,335
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 534,574534.6k $54.0m $54.0m 0.01% Added +26.9k +26,937
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 294,470294.5k $29.8m $29.8m 0.01% Added +865 +865
7 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 202,298202.3k $20.5m $20.5m 0.01% Reduced -9.8k -9,786
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 195,459195.5k $19.8m $19.8m 0.00% Added +1.1k +1,062
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 162,274162.3k $16.4m $16.4m 0.00% Reduced -31.6k -31,567
10 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 149,715149.7k $15.1m $15.1m 0.01% Added +49.7k +49,715
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 110,143110.1k $11.1m $11.1m 0.00% Reduced -8.2k -8,237
12 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 86,22686.2k $8.7m $8.7m 0.01% Added +19.9k +19,881
13 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 61,68161.7k $6.2m $6.2m 0.01% Added +8.1k +8,075
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 60,63060.6k $6.1m $6.1m 0.01% Added +7.1k +7,144
15 Zurich Insurance Group Ltd/FI 0.04% of their portfolio ZURICH, V8 56,53056.5k $5.7m $5.7m 0.04% Reduced -2.4k -2,370
16 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.07% of their portfolio PORTLAND, OR 54,95955.0k $5.6m $5.6m 0.07% Reduced -859 -859
17 First Citizens Financial Corp 2.08% of their portfolio MASON CITY, IA 49,20049.2k $5.0m $5.0m 2.08% Reduced -547 -547
18 COTTONWOOD CAPITAL ADVISORS, LLC 2.95% of their portfolio SALT LAKE CITY, UT 48,38248.4k $4.9m $4.9m 2.95% Added +17.7k +17,741
19 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 47,40247.4k $4.8m $4.8m 0.03% Reduced -114 -114
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,02545.0k $4.6m $4.6m 0.00% Added +17.3k +17,309
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 44,82144.8k $4.5m $4.5m 0.00% Reduced -15.2k -15,227
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 43,30643.3k $4.4m $4.4m 0.00% Added +11.7k +11,686
23 Banque Transatlantique SA 0.09% of their portfolio PARIS, I0 40,77240.8k $4.1m $4.1m 0.09% New
24 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 39,93239.9k $4.0m $4.0m 0.00% Added +5.8k +5,807
25 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 36,32636.3k $3.7m $3.7m 0.01% Added +2.5k +2,519
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 34,15834.2k $3.5m $3.5m 0.00% Reduced -7.1k -7,085
27 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 32,95833.0k $3.3m $3.3m 0.00% Reduced -1.9k -1,936
28 SOUTHERN CAPITAL ADVISORS, LLC 1.33% of their portfolio Jackson, TN 31,60331.6k $3.2m $3.2m 1.33% Added +429 +429
29 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 31,29731.3k $3.1m $3.1m 0.00% Added +4.1k +4,105
30 S&A Financial Services, Inc. 1.89% of their portfolio Overland Park, KS 30,64530.6k $3.1m $3.1m 1.89% Reduced -4.9k -4,883
31 PRINCIPAL SECURITIES, INC. 0.04% of their portfolio DES MOINES, IA 29,93429.9k $3.0m $3.0m 0.04% Reduced -13.4k -13,400
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 28,29628.3k $2.9m $2.9m 0.00% Reduced -2.4k -2,443
33 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 27,72127.7k $2.8m $2.8m 0.01% Reduced -28.5k -28,549
34 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 24,37824.4k $2.5m $2.5m 0.00% Added +21.9k +21,856
35 FMR LLC 0.00% of their portfolio BOSTON, MA 23,27623.3k $2.4m $2.4m 0.00% Reduced -813 -813
36 Stillwater Capital Advisors, LLC 0.23% of their portfolio DEVON, PA 21,83221.8k $2.2m $2.2m 0.23% Reduced -22 -22
37 TRITONPOINT WEALTH, LLC 0.20% of their portfolio CHEVY CHASE, MD 19,81019.8k $2.0m $2.0m 0.20% Reduced -176 -176
38 TritonPoint Partners, LLC 0.17% of their portfolio CHEVY CHASE, MD 19,81019.8k $2.0m $2.0m 0.17% New
39 PATTEN & PATTEN INC/TN 0.10% of their portfolio CHATTANOOGA, TN 18,61418.6k $1.9m $1.9m 0.10% Reduced -80 -80
40 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 17,57217.6k $1.8m $1.8m 0.00% Reduced -469 -469
41 Stonebridge Financial Planning Group, LLC 0.54% of their portfolio ORLANDO, FL 16,85616.9k $1.7m $1.7m 0.54% Reduced -3.0k -3,003
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 15,43515.4k $1.6m $1.6m 0.00% Added +106 +106
43 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 14,71614.7k $1.5m $1.5m 0.03% Reduced -128 -128
44 BlackRock, Inc. 0.00% of their portfolio New York, NY 14,70214.7k $1.5m $1.5m 0.00% Reduced -17.4k -17,360
45 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,68014.7k $1.5m $1.5m 0.00% Reduced -284 -284
46 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 14,64714.6k $1.5m $1.5m 0.00% Reduced -28.2k -28,156
47 GARRISON POINT ADVISORS, LLC 0.57% of their portfolio Walnut Creek, CA 13,97014.0k $1.4m $1.4m 0.57% Reduced -373 -373
48 SPINNAKER TRUST 0.07% of their portfolio PORTLAND, ME 13,92813.9k $1.4m $1.4m 0.07% Unchanged
49 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 13,28313.3k $1.3m $1.3m 0.07% Reduced -32.6k -32,624
50 AlphaCore Capital LLC 0.02% of their portfolio LA JOLLA, CA 13,22313.2k $1.3m $1.3m 0.02% Reduced -3.9k -3,928
51 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 12,90612.9k $1.3m $1.3m 0.01% Added +12.3k +12,301
52 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,60812.6k $1.3m $1.3m 0.00% Added +85 +85
53 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 12,37112.4k $1.3m $1.3m 0.00% Added +1.5k +1,467
54 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 12,05712.1k $1.2m $1.2m 0.00% Reduced -573 -573
55 AMG National Trust Bank 0.02% of their portfolio GREENWOOD VILLAGE, CO 11,70211.7k $1.2m $1.2m 0.02% Reduced -9.7k -9,652
56 Whitener Capital Management, Inc. 0.25% of their portfolio Rocky Mount, NC 11,64311.6k $1.2m $1.2m 0.25% Reduced -109 -109
57 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,45011.4k $1.2m $1.2m 0.00% Reduced -2.0k -2,040
58 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 11,43311.4k $1.2m $1.2m 0.01% Unchanged
59 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 11,29711.3k $1.1m $1.1m 0.00% Reduced -3.8k -3,809
60 Lakeshore Capital Group, Inc. 0.84% of their portfolio Rolling Meadows, IL 11,21711.2k $1.1m $1.1m 0.84% Reduced -31 -31
61 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,07611.1k $1.1m $1.1m 0.00% Reduced -6.9k -6,874
62 Ameliora Wealth Management Ltd. 0.33% of their portfolio ZURICH, V8 11,00011.0k $1.1m $1.1m 0.33% Unchanged
63 Asset One Wealth Management LLC 0.12% of their portfolio BELLEVUE, WA 10,96911.0k $1.1m $1.1m 0.12% Added +1.2k +1,211
64 WESPAC Advisors SoCal, LLC 0.20% of their portfolio Pasadena, CA 10,87110.9k $1.1m $1.1m 0.20% Added +379 +379
65 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 10,50410.5k $1.1m $1.1m 0.00% Added +10 +10
66 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 10,48510.5k $1.1m $1.1m 0.00% Added +47 +47
67 Simmons Bank 0.06% of their portfolio Pine Bluff, AR 10,46110.5k $1.1m $1.1m 0.06% Unchanged
68 Koshinski Asset Management, Inc. 0.06% of their portfolio DECATUR, IL 10,38510.4k $1.0m $1.0m 0.06% Unchanged
69 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 10,19410.2k $1.0m $1.0m 0.01% Added +499 +499
70 EARNED WEALTH ADVISORS, LLC 0.07% of their portfolio WALNUT CREEK, CA 10,00010.0k $1.0m $1.0m 0.07% Unchanged
71 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.01% of their portfolio CINCINNATI, OH 9,3769.4k $947.9k $947.9k 0.01% Added +291 +291
72 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 9,1899.2k $944.0k $944.0k 0.00% Reduced -3.4k -3,426
73 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 9,0529.1k $915.1k $915.1k 0.01% Reduced -9 -9
74 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,7318.7k $882.7k $882.7k 0.00% Reduced -13 -13
75 Genesee Capital Advisors, LLC 0.28% of their portfolio AUBURN, NY 8,6988.7k $879.4k $879.4k 0.28% Reduced -1.7k -1,687
76 Haverford Trust Co 0.01% of their portfolio Radnor, PA 8,3708.4k $846.2k $846.2k 0.01% Unchanged
77 KKM Financial LLC 0.11% of their portfolio CHICAGO, IL 8,2758.3k $836.6k $836.6k 0.11% Reduced -2.3k -2,259
78 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 8,1528.2k $824.2k $824.2k 0.00% Reduced -232 -232
79 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.22% of their portfolio WALTHAM, MA 8,0008.0k $808.8k $808.8k 0.22% Unchanged
80 Chevy Chase Trust Holdings, LLC 0.00% of their portfolio BETHESDA, MD 7,9247.9k $801.1k $801.1k 0.00% Unchanged
81 R2 Capital Strategies, LLC 0.35% of their portfolio LINCOLN, NE 7,5667.6k $764.9k $764.9k 0.35% First filing
82 Patton Albertson Miller Group, LLC 0.08% of their portfolio Chattanooga, TN 7,5517.6k $763.4k $763.4k 0.08% Unchanged
83 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 7,4027.4k $748.3k $748.3k 0.00% Added +3.1k +3,124
84 Samara Investment Management, LLC 0.68% of their portfolio BEAVERTON, OR 7,3167.3k $739.6k $739.6k 0.68% Added +772 +772
85 IBEX WEALTH ADVISORS 0.06% of their portfolio BEDMINSTER, NJ 7,2717.3k $735.1k $735.1k 0.06% Reduced -256 -256
86 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 7,1197.1k $719.7k $719.7k 0.00% Reduced -438 -438
87 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 7,1177.1k $719.6k $719.6k 0.00% Reduced -121 -121
88 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 6,9597.0k $703.6k $703.6k 0.00% Reduced -1 -1
89 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 6,3496.3k $641.8k $641.8k 0.01% Added +9 +9
90 SONATA CAPITAL GROUP INC 0.21% of their portfolio SEATTLE, WA 6,3466.3k $641.6k $641.6k 0.21% Reduced -250 -250
91 Allen Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 6,2636.3k $633.3k $633.3k 0.01% Unchanged
92 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 6,0096.0k $609.9k $609.9k 0.00% Added +2.4k +2,392
93 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 6,0006.0k $606.6k $606.6k 0.00% Unchanged
94 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 5,9506.0k $601.5k $601.5k 0.00% Reduced -4.4k -4,380
95 Canvas Wealth Advisors, LLC 0.08% of their portfolio SHAWNEE, KS 5,5845.6k $564.5k $564.5k 0.08% Unchanged
96 WHITTIER TRUST CO OF NEVADA INC 0.01% of their portfolio RENO, NV 5,5205.5k $561.0k $561.0k 0.01% Unchanged
97 PETTYJOHN, WOOD & WHITE, INC 0.08% of their portfolio LYNCHBURG, VA 5,5005.5k $556.0k $556.0k 0.08% Unchanged
98 Daybright Advisory Services, Inc. 0.13% of their portfolio MIAMI, FL 5,4675.5k $552.9k $552.9k 0.13% Added +1.4k +1,380
99 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,2965.3k $535.0k $535.0k 0.00% Reduced -187 -187
100 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 5,2485.2k $530.6k $530.6k 0.00% Reduced -37 -37