iShares US Consumer DiscretiIYCETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 257 institutions reported holding iShares US Consumer Discreti (IYC) in their 13F filings, up 17 from Q1 2025. 37 opened new positions and 22 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($158.7M), Morgan Stanley ($106.7M) and PGIM Custom Harvest LLC ($102.4M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares US Consumer Discreti
- CUSIP
- 464287580
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $90.8M |
| Exits | 22 | $14.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,912,126 shares bought and 675,652 shares sold, net +1,236,474 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Harel Insurance Investments & Financial Services Ltd. | 1.82% | Add +21.0% | 1,593,101 | $158.7M |
| Morgan Stanley | 0.01% | Add +12.9% | 1,070,505 | $106.7M |
| PGIM Custom Harvest LLC | 2.11% | Add +5.5% | 1,027,290 | $102.4M |
| Bank of America Corp. | 0.01% | Add +9.1% | 853,831 | $85.1M |
| UBS Group AG | 0.01% | Reduce -3.7% | 537,662 | $53.6M |
| Pinkerton Wealth, LLC | 4.09% | New | 344,097 | $34.3M |
| MML Investors Services, LLC | 0.10% | Add +35.1% | 343,195 | $34.2M |
| Wells Fargo & Company | 0.01% | Reduce -10.2% | 334,853 | $33.4M |
| Royal Bank of Canada | 0.01% | Add +1.2% | 261,507 | $26.1M |
| True Freedom Investing, LLC | 9.37% | — | 239,024 | $23.8M |
| Raymond James Financial Inc. | 0.01% | Add +10.4% | 229,648 | $22.9M |
| LPL Financial LLC | 0.01% | Add +16.1% | 215,011 | $21.4M |
| Foundations Investment Advisors, LLC | 0.31% | Add +5.4% | 199,897 | $19.9M |
| MinichMacGregor Wealth Management, LLC | 4.08% | Add +12.1% | 191,409 | $19.1M |
| SPC Financial, Inc. | 1.54% | Add +0.7% | 184,343 | $18.4M |
| Stifel Financial Corp. | 0.02% | Add +8.7% | 159,492 | $15.9M |
| Gimbal Financial | 9.56% | New | 156,124 | $15.6M |
| Osaic Holdings, Inc. | 0.03% | Add +1.4% | 150,149 | $15.0M |
| Camarda Financial Advisors, LLC | 5.38% | New | 137,272 | $13.7M |
| Prospera Financial Services Inc | 0.24% | Reduce -38.1% | 127,384 | $12.7M |
| Advisory Services Network, LLC | 0.19% | Reduce -6.8% | 119,013 | $11.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +26.1% | 112,178 | $11.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +31.1% | 84,666 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.1% | 70,143 | $7.0M |
| Well Done, LLC | 1.10% | New | 58,871 | $5.9M |
| Summit Financial Consulting LLC | 5.22% | Reduce -3.4% | 58,273 | $5.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -15.6% | 58,146 | $5.8M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | Reduce -2.7% | 57,089 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.3% | 54,465 | $5.4M |
| United Capital Financial Advisors, LLC | 0.04% | Add +0.2% | 53,429 | $5.3M |
| First Citizens Financial Corp | 2.84% | Reduce -13.3% | 51,740 | $5.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -49.0% | 51,400 | $5.1M |
| Anfield Capital Management, LLC | 1.64% | Reduce -1.3% | 49,789 | $5.0M |
| AE Wealth Management LLC | 0.04% | Add +32.4% | 49,247 | $4.9M |
| Cadent Capital Advisors, LLC | 1.60% | Add +1.0% | 49,157 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 47,934 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +231.0% | 44,848 | $4.5M |
| Southern Capital Advisors, LLC | 2.13% | Add +1.2% | 41,887 | $4.2M |
| Zurich Insurance Group Ltd | 0.03% | New | 40,500 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.3% | 39,641 | $3.9M |
| Principal Securities, Inc. | 0.07% | Add +393.3% | 38,049 | $3.8M |
| USA Financial Formulas | 0.61% | New | 35,895 | $3.6M |
| Mariner, LLC | 0.00% | Add +166.7% | 33,137 | $3.3M |
| Transatlantique Private Wealth LLC | 1.20% | Add +7.1% | 32,653 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Add +161.9% | 30,551 | $3.0M |
| Eaton Financial Holdings Company, LLC | 0.92% | No change | 30,083 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Add +14.1% | 29,278 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -64.0% | 28,568 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +71.8% | 28,030 | $2.8M |
| Stillwater Capital Advisors, LLC | 0.35% | Reduce -0.2% | 27,663 | $2.8M |
| BlackRock, Inc. | 0.00% | Reduce -41.2% | 27,606 | $2.8M |
| Balboa Wealth Partners | 0.53% | New | 26,599 | $2.7M |
| Stonebridge Financial Planning Group, LLC | 1.10% | Reduce -5.5% | 26,438 | $2.6M |
| Cottonwood Capital Advisors, LLC | 1.66% | Reduce -1.1% | 24,815 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +183.1% | 24,482 | $2.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +37.5% | 23,202 | $2.3M |
| VestGen Advisors, LLC | 0.09% | Add +10.6% | 23,124 | $2.3M |
| Tritonpoint Wealth, LLC | 0.20% | Reduce -4.4% | 21,301 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -23.5% | 20,814 | $2.1M |
| Wealthstar Advisors, LLC | 0.72% | New | 19,219 | $1.9M |
| Smartleaf Asset Management LLC | 0.17% | Add +22.2% | 18,989 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +403.1% | 18,711 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Add +15.8% | 18,129 | $1.8M |
| Lee Johnson Capital Management, LLC | 0.59% | New | 17,077 | $1.7M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -6.5% | 15,589 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +25.4% | 14,949 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +18.9% | 14,426 | $1.4M |
| Genesee Capital Advisors, LLC | 0.64% | Add +65.0% | 14,396 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +2.1% | 14,012 | $1.4M |
| Spinnaker Trust | 0.08% | No change | 13,928 | $1.4M |
| Garrison Point Advisors, LLC | 0.63% | Reduce -2.0% | 13,870 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -10.0% | 13,358 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.6% | 13,057 | $1.3M |
| Optivise Advisory Services LLC | 0.66% | No change | 13,034 | $1.3M |
| FMR LLC | 0.00% | Add +11.0% | 12,681 | $1.3M |
| AMG National Trust Bank | 0.03% | Reduce -0.4% | 12,452 | $1.2M |
| AdvisorNet Financial, Inc | 0.08% | Reduce -1.4% | 12,337 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.16% | No change | 12,112 | $1.2M |
| Simmons Bank | 0.09% | Reduce -1.9% | 12,050 | $1.2M |
| Westwind Capital | 0.24% | Add +10.3% | 11,879 | $1.2M |
| Virtue Capital Management, LLC | 0.21% | Add +24.3% | 11,688 | $1.2M |
| Whitener Capital Management, Inc. | 0.30% | Reduce -3.7% | 11,508 | $1.1M |
| Lakeshore Capital Group, Inc. | 1.01% | Reduce -9.0% | 11,466 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Add +0.0% | 11,145 | $1.1M |
| Ameliora Wealth Management Ltd. | 0.39% | No change | 11,000 | $1.1M |
| Bank of Montreal | 0.00% | Add +20.1% | 10,598 | $1.1M |
| Yeomans Consulting Group, Inc. | 0.42% | New | 10,240 | $1.0M |
| Buck Wealth Strategies, LLC | 0.15% | Add +52.9% | 10,163 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.6% | 10,099 | $1.0M |
| &partners | 0.01% | Reduce -3.9% | 10,066 | $1.0M |
| Lifestyle Asset Management, Inc. | 0.47% | New | 10,004 | $997K |
| WESPAC Advisors SoCal, LLC | 0.22% | Reduce -65.6% | 9,904 | $987K |
| KKM Financial LLC | 0.34% | Reduce -8.2% | 9,693 | $966K |
| Capital Investment Advisors, LLC | 0.02% | Add +0.0% | 9,408 | $937K |
| Creative Planning | 0.00% | Add +4.0% | 9,261 | $923K |
| Ibex Wealth Advisors | 0.10% | Reduce -14.8% | 8,957 | $892K |
| Anchor Investment Management, LLC | 0.08% | Reduce -4.9% | 8,951 | $892K |
| Atria Investments, Inc | 0.01% | Reduce -1.7% | 8,765 | $873K |
| Centaurus Financial, Inc. | 0.05% | Add +127.3% | 8,705 | $867K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -21.1% | 8,565 | $853K |
| Haverford Trust Co | 0.01% | No change | 8,370 | $834K |
| Apeiron RIA LLC | 0.21% | Add +116.0% | 8,098 | $807K |
| Pension & Wealth Management Advisors, Inc. | 0.27% | No change | 8,000 | $797K |
| Quantinno Capital Management LP | 0.00% | Add +23.2% | 7,794 | $777K |
| Patten & Patten Inc. | 0.05% | Reduce -1.6% | 7,732 | $770K |
| Comerica Bank | 0.00% | Add +0.1% | 7,607 | $758K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 6,924 | $690K |
| Cwm, LLC | 0.00% | Reduce -0.8% | 6,812 | $679K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 6,680 | $666K |
| Sonata Capital Group Inc. | 0.26% | No change | 6,596 | $657K |
| Citigroup Inc. | 0.00% | Reduce -42.1% | 6,505 | $648K |
| Moors & Cabot, Inc. | 0.03% | New | 6,408 | $638K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 6,317 | $629K |
| Muirfield Wealth Advisors LLC | 0.50% | Reduce -12.2% | 6,307 | $628K |
| Cookson Peirce & Co. Inc. | 0.03% | Reduce -4.2% | 6,146 | $612K |
| M&T Bank Corp | 0.00% | Reduce -30.9% | 6,001 | $598K |
| CoreCap Advisors, LLC | 0.02% | Add +15.6% | 5,843 | $582K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +29.6% | 5,723 | $570K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 5,717 | $570K |
| Canvas Wealth Advisors, LLC | 0.11% | No change | 5,584 | $568K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -35.3% | 5,580 | $556K |
| EP Wealth Advisors, LLC | 0.00% | Add +3.6% | 5,563 | $554K |
| Adell Harriman & Carpenter Inc. | 0.04% | No change | 5,560 | $554K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,520 | $550K |
| Pettyjohn, Wood & White, Inc. | 0.10% | No change | 5,500 | $548K |
| Blair William & Co. | 0.00% | Reduce -0.8% | 5,433 | $541K |
| Debussy Capital Management LP | 0.08% | Add +7.8% | 5,377 | $536K |
| Commerce Bank | 0.00% | Add +1.9% | 5,285 | $527K |
| WealthBridge Capital Management, LLC | 0.13% | Reduce -14.4% | 4,980 | $496K |
| Coldstream Capital Management Inc. | 0.01% | No change | 4,932 | $491K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,909 | $489K |
| Strategic Wealth Partners, Ltd. | 0.04% | — | 4,878 | $486K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -7.1% | 4,853 | $484K |
| One Charles Private Wealth Services, LLC | 0.14% | Reduce -0.7% | 4,836 | $482K |
| Summit X, LLC | 0.09% | Reduce -3.7% | 4,821 | $480K |
| Geneos Wealth Management Inc. | 0.01% | Add +200.0% | 4,680 | $466K |
| D. E. Shaw & Co. | 0.00% | Add +68.9% | 4,658 | $464K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,595 | $458K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +73.6% | 4,492 | $448K |
| North Star Investment Management Corp. | 0.03% | Add +0.1% | 4,307 | $429K |
| Tiaa Trust, National Association | 0.00% | No change | 4,260 | $424K |
| Planning Directions Inc. | 0.24% | Add +0.1% | 4,233 | $422K |
| GTS Securities LLC | 0.02% | Reduce -73.2% | 4,083 | $407K |
| Eubel Brady & Suttman Asset Management Inc. | 0.05% | No change | 4,000 | $399K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,000 | $399K |
| Brookstone Capital Management | 0.01% | Reduce -33.6% | 3,919 | $390K |
| Harbour Investments, Inc. | 0.01% | Add +594.0% | 3,907 | $389K |
| Samalin Investment Counsel, LLC | 0.15% | Add +1.9% | 3,883 | $387K |
| WJ Wealth Management, LLC | 0.12% | No change | 3,880 | $387K |
| Allstate Corp. | 0.03% | New | 3,850 | $384K |
| Gsa Capital Partners LLP | 0.03% | Add +38.8% | 3,796 | $378K |
| Csenge Advisory Group | 0.02% | Add +7.4% | 3,886 | $376K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.3% | 3,714 | $370K |
| Independent Financial Group, LLC | 0.01% | New | 3,632 | $362K |
| Dakota Wealth Management | 0.01% | No change | 3,604 | $359K |
| Cresset Asset Management, LLC | 0.00% | No change | 3,584 | $357K |
| Midwest Trust Co | 0.00% | — | 3,560 | $355K |
| Greenfield Savings Bank | 0.16% | No change | 3,512 | $350K |
| AMJ Financial Wealth Management | 0.09% | Add +7.4% | 3,443 | $343K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 3,331 | $332K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -32.8% | 3,264 | $325K |
| Maltin Wealth Management, Inc. | 0.15% | Add +0.1% | 3,260 | $325K |
| Chesapeake Wealth Management | 0.11% | Reduce -6.1% | 3,220 | $321K |
| Glenview Trust Co | 0.01% | Reduce -40.6% | 3,158 | $315K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 3,001 | $306K |
| MAI Capital Management | 0.00% | Reduce -15.0% | 2,961 | $295K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 2,956 | $295K |
| Focus Financial Network, Inc. | 0.01% | Add +4.6% | 2,942 | $293K |
| Beacon Financial Advisory LLC | 0.08% | Add +0.0% | 2,926 | $292K |
| Advisors Management Group Inc. | 0.05% | Add +4.3% | 2,912 | $290K |
| LexAurum Advisors, LLC | 0.05% | Add +2.2% | 2,899 | $289K |
| Greykasell Wealth Strategies, Inc. | 0.14% | No change | 2,896 | $289K |
| Stephens Inc. | 0.00% | No change | 2,868 | $286K |
| Baird Financial Group, Inc. | 0.00% | Reduce -17.8% | 2,864 | $285K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.9% | 2,801 | $282K |
| Independent Solutions Wealth Management, LLC | 0.05% | Add +9.8% | 2,786 | $278K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.6% | 2,750 | $274K |
| Zhang Financial LLC | 0.01% | New | 2,734 | $272K |
| Global Retirement Partners, LLC | 0.01% | — | 2,710 | $270K |
| AQR Capital Management | 0.00% | New | 2,688 | $268K |
| Hudson Capital Management LLC | 0.08% | New | 2,665 | $266K |
| Holderness Investments Co. | 0.06% | Add +0.0% | 2,632 | $262K |
| Pinnacle Associates Ltd. | 0.00% | No change | 2,600 | $259K |
| Renaissance Technologies | 0.00% | New | 2,600 | $259K |
| Marshall Wace, LLP | 0.00% | New | 2,594 | $258K |
| Atlas Brown,Inc. | 0.08% | Add +0.2% | 2,515 | $251K |
| Captrust Financial Advisors | 0.00% | Reduce -98.3% | 2,429 | $242K |
| Argentarii, LLC | 0.11% | No change | 2,400 | $239K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 2,400 | $239K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -35.9% | 2,350 | $234K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -11.7% | 2,331 | $232K |
| Symphony Financial Services, Inc. | 0.14% | No change | 2,321 | $231K |
| Tyche Wealth Partners LLC | 0.05% | Add +0.0% | 2,321 | $231K |
| Sierra Summit Advisors LLC | 0.04% | New | 2,235 | $223K |
| Quartz Partners, LLC | 0.10% | New | 2,228 | $222K |
| IFP Advisors, Inc | 0.01% | Add +0.8% | 2,216 | $221K |
| Blue Chip Partners, LLC | 0.02% | New | 2,205 | $220K |
| Obsidian Cio, LLC | 0.03% | Reduce -62.8% | 2,193 | $219K |
| Advisory Alpha, LLC | 0.01% | New | 2,187 | $218K |
| Betterment LLC | 0.00% | New | 2,171 | $216K |
| National Bank of Canada | 0.00% | Reduce -35.5% | 2,164 | $215K |
| Essential Planning, LLC. | 0.08% | Reduce -10.0% | 2,160 | $215K |
| Sax Wealth Advisors, LLC | 0.01% | New | 2,124 | $212K |
| RPS Advisory Solutions LLC | 0.11% | New | 2,062 | $205K |
| Harbour Trust & Investment Management Co | 0.02% | New | 2,056 | $205K |
| MGB Wealth Management, LLC | 0.06% | No change | 1,936 | $193K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.1% | 1,931 | $192K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -19.8% | 1,796 | $179K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,660 | $165K |
| Front Row Advisors LLC | 0.05% | Reduce -24.9% | 1,390 | $139K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.2% | 1,260 | $126K |
| Allworth Financial LP | 0.00% | No change | 1,180 | $118K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,000 | $100K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -53.3% | 928 | $92K |
| MTM Investment Management, LLC | 0.03% | No change | 884 | $88K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 864 | $86K |
| Financial Perspectives, Inc | 0.02% | No change | 760 | $76K |
| Montag A & Associates Inc. | 0.00% | No change | 696 | $69K |
| Ameritas Advisory Services, LLC | 0.00% | New | 684 | $68K |
| Parkside Financial Bank & Trust | 0.01% | Add +535.6% | 661 | $66K |
| Clearstead Advisors, LLC | 0.00% | No change | 655 | $65K |
| 1 North Wealth Services LLC | 0.02% | Reduce -34.2% | 615 | $61K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 580 | $58K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.2% | 497 | $50K |
| West Paces Advisors Inc. | 0.01% | Add +101.0% | 422 | $42K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 400 | $40K |
| FWL Investment Management, LLC | 0.01% | No change | 400 | $40K |
| Blue Trust, Inc. | 0.00% | No change | 375 | $37K |
| Private Trust Co. NA | 0.00% | No change | 352 | $35K |
| SouthState Bank Corp | 0.00% | No change | 320 | $32K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 300 | $30K |
| Colonial Trust Advisors | 0.00% | No change | 255 | $25K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $20K |
| Lanark Financial, Inc. | 0.00% | No change | 200 | $19K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 190 | $19K |
| Arlington Trust Co LLC | 0.00% | No change | 175 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 170 | $17K |
| CX Institutional | 0.00% | Add +243.8% | 165 | $16K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -71.4% | 158 | $16K |
| NFSG Corp | 0.00% | New | 155 | $15K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $15K |
| Golden State Wealth Management, LLC | 0.00% | No change | 143 | $14K |
| Pflug Koory, LLC | 0.01% | No change | 136 | $14K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 114 | $11K |
| IMG Wealth Management, Inc. | 0.01% | No change | 88 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 81 | $8K |
| Park Square Financial Group, LLC | 0.01% | No change | 72 | $7K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 70 | $7K |
| West Branch Capital LLC | 0.00% | No change | 68 | $7K |
| Financial Gravity Companies, Inc. | 0.00% | — | 68 | $7K |
| Sound Income Strategies, LLC | 0.00% | Reduce -86.2% | 50 | $5K |
| Piscataqua Savings Bank | 0.00% | No change | 40 | $4K |
| NewSquare Capital LLC | 0.00% | New | 36 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 28 | $3K |
| Cooksen Wealth, LLC | 0.00% | Reduce -93.8% | 21 | $2K |
| AlphaCore Capital LLC | 0.00% | No change | 11 | $1K |
| Bellwether Advisors, LLC | 0.00% | New | 1 | $100 |
"% of holder's portfolio" is IYC's weight in each manager's 13F, not the share of iShares US Consumer Discreti the manager owns.