Public ownership evidence

iShares U.S. Consumer Discretionary ETF (IYC) Ownership Disclosures

Read IYC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares U.S. Consumer Discretionary ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
4,860
Value (USD)
$429,236
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IYC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IYC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-294,860$429,236None
Corient Private Wealth LP2026-06-302026-08-2812,371$1,250,709None
Dakota Wealth Management2025-09-302026-08-273,604$377,700None
Dakota Wealth Management2025-12-312026-08-273,604$371,681None
Dakota Wealth Management2026-03-312026-08-273,515$340,674None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-214,000$404,400None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-208,731$882,746None
Beacon Pointe Advisors, LLC2026-06-302026-08-195,139$519,583None
Glenview Trust Co2026-06-302026-08-192,608$263,668None
Strive Financial Group ,LLC2026-06-302026-08-18350$35,385None
Corient Private Wealth LP2026-06-302026-08-1812,371$1,250,709None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1847,402$4,791,381None
Equitable Holdings, Inc.2026-06-302026-08-1810,194$1,030,625None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-184,166$421,000None
SEI INVESTMENTS CO2026-06-302026-08-157,402$748,340None
KKM Financial LLC2026-06-302026-08-158,275$836,603None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15400$40,440None
Mutual Advisors, LLC2026-06-302026-08-1514,716$1,487,792None
Samara Investment Management, LLC2026-06-302026-08-157,316$739,648None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-1510,000$1,011,000None
NFSG Corp2026-06-302026-08-15155$15,671None
IFG Advisory, LLC2026-06-302026-08-15664$67,126None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,447$348,461None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,398$1,354,587None
OSAIC HOLDINGS, INC.2026-06-302026-08-1543,785$4,427,122None
Betterment LLC2026-06-302026-08-152,690$272,000None
Blue Chip Partners, LLC2026-06-302026-08-152,216$224,013None
FLOW TRADERS U.S. LLC2026-06-302026-08-152,454$248,000None
Chevy Chase Trust Holdings, LLC2026-06-302026-08-157,924$801,116None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,572$1,271,029None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1532,453$3,280,998None
Aristotle Capital Management, LLC2026-06-302026-08-155$510None
&PARTNERS2026-06-302026-08-1510,504$1,061,962None
Financial Engines Advisors L.L.C.2026-06-302026-08-153,288$332,417None
Thrivent Financial for Lutherans2026-06-302026-08-1536,326$3,673,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1531,297$3,144,678None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,166$117,915None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1513,481$1,362,921None
AMERIPRISE FINANCIAL INC2026-06-302026-08-150$50None
MAI Capital Management2026-06-302026-08-153,013$304,572None
Cerity Partners LLC2026-06-302026-08-151,565$158,256None
Cerity Partners LLC2026-06-302026-08-151,565$158,256None
Cresset Asset Management, LLC2026-06-302026-08-153,584$362,342None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-153,398$343,538None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1539,932$4,037,087None
ROYAL BANK OF CANADA2026-06-302026-08-154,211$426,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,314$133,000None
ROYAL BANK OF CANADA2026-06-302026-08-1575,602$7,643,000None
ROYAL BANK OF CANADA2026-06-302026-08-1579,704$8,058,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,100$111,000None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗CLIFFORD SWAN INVESTMENT COUNSEL LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Glenview Trust Co ↗Strive Financial Group ,LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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