Ticker: IYC CUSIP: 464287580 Class: US CONSUM DISCRE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Tudor Financial Inc. | 6,710 | $692 |
| Mosley Wealth Management | 3,283 | $339 |
| Balance Wealth, LLC | 2,418 | $249 |
| GTS SECURITIES LLC | 9,925 | $1,024 |
| Kovack Advisors, Inc. | 2,235 | $230 |
| SRS Capital Advisors, Inc. | 4,820 | $497 |
| FIRST CITIZENS BANK & TRUST CO | 3,975 | $410 |
| Allen Investment Management LLC | 6,263 | $646 |
| Sage Mountain Advisors LLC | 1,240 | $128 |
| Annis Gardner Whiting Capital Advisors, LLC | 436 | $45 |
| CITADEL ADVISORS LLC | 38,551 | $3,976 |
| JANE STREET GROUP, LLC | 25,970 | $2,678 |
| Point72 Asset Management, L.P. | 10,758 | $1,109 |
| Beacon Pointe Advisors, LLC | 3,448 | $356 |
| Commonwealth Retirement Investments LLC | 218 | $22 |
| Lido Advisors, LLC | 2,541 | $263 |
| Bank of New York Mellon Corp | 2,364 | $244 |
| Spire Wealth Management | 100 | $10 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 72 | $7 |
| KBC Group NV | 700 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| 1 NORTH WEALTH SERVICES LLC | 595 | 41,692 | +41,097 (+6907.1%) |
| MinichMacGregor Wealth Management, LLC | 193,027 | 199,422 | +6,395 (+3.3%) |
| COTTONWOOD CAPITAL ADVISORS, LLC | 24,821 | 26,899 | +2,078 (+8.4%) |
| AlphaCore Capital LLC | 11 | 181,898 | +181,887 (+1653518.2%) |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 34,588 | 40,819 | +6,231 (+18.0%) |
| Well Done, LLC | 62,210 | 71,104 | +8,894 (+14.3%) |
| Cadent Capital Advisors, LLC | 49,719 | 52,031 | +2,312 (+4.7%) |
| MUIRFIELD WEALTH ADVISORS LLC | 6,314 | 8,305 | +1,991 (+31.5%) |
| Strategic Blueprint, LLC | 35,876 | 44,873 | +8,997 (+25.1%) |
| KKM Financial LLC | 8,798 | 10,534 | +1,736 (+19.7%) |
| GARRISON POINT ADVISORS, LLC | 13,917 | 14,343 | +426 (+3.1%) |
| Sunbelt Securities, Inc. | 13,485 | 17,766 | +4,281 (+31.7%) |
| MML INVESTORS SERVICES, LLC | 368,889 | 414,848 | +45,959 (+12.5%) |
| Advisory Services Network, LLC | 123,000 | 131,631 | +8,631 (+7.0%) |
| WESPAC Advisors SoCal, LLC | 9,826 | 10,697 | +871 (+8.9%) |
| PRINCIPAL SECURITIES, INC. | 30,512 | 38,450 | +7,938 (+26.0%) |
| TWO SIGMA INVESTMENTS, LP | 106,000 | 143,700 | +37,700 (+35.6%) |
| Latitude Advisors, LLC | 1,992 | 2,257 | +265 (+13.3%) |
| Sound Income Strategies, LLC | 50 | 1,454 | +1,404 (+2808.0%) |
| LPL Financial LLC | 160,508 | 187,398 | +26,890 (+16.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 1,837,118 | 939,199 | -897,919 (-48.9%) |
| First Citizens Financial Corp | 50,883 | 49,931 | -952 (-1.9%) |
| PGIM Custom Harvest LLC | 994,533 | 975,283 | -19,250 (-1.9%) |
| Stonebridge Financial Planning Group, LLC | 22,421 | 20,823 | -1,598 (-7.1%) |
| Smartleaf Asset Management LLC | 19,600 | 63 | -19,537 (-99.7%) |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,207,186 | 605,098 | -602,088 (-49.9%) |
| AdvisorNet Financial, Inc | 13,463 | 707 | -12,756 (-94.7%) |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 17,251 | 16,393 | -858 (-5.0%) |
| Genesee Capital Advisors, LLC | 14,763 | 14,305 | -458 (-3.1%) |
| Lakeshore Capital Group, Inc. | 11,518 | 11,387 | -131 (-1.1%) |
| Apeiron RIA LLC | 8,923 | 7,853 | -1,070 (-12.0%) |
| Prospera Financial Services Inc | 126,299 | 118,740 | -7,559 (-6.0%) |
| Private Advisor Group, LLC | 30,241 | 7,306 | -22,935 (-75.8%) |
| PLANNING DIRECTIONS INC | 4,237 | 3,978 | -259 (-6.1%) |
| STEINBERGANNA WEALTH MANAGEMENT | 2,444 | 2,119 | -325 (-13.3%) |
| TRITONPOINT WEALTH, LLC | 21,290 | 20,309 | -981 (-4.6%) |
| WealthBridge Capital Management, LLC | 4,017 | 3,460 | -557 (-13.9%) |
| MORGAN STANLEY | 1,063,827 | 961,133 | -102,694 (-9.7%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 61,475 | 37,902 | -23,573 (-38.3%) |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 52,908 | 48,285 | -4,623 (-8.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Three Seasons Wealth, LLC | 83,169 | $8,716 |
| Lifestyle Asset Management, Inc. | 22,385 | $2,346 |
| Wealthstar Advisors, LLC | 16,840 | $1,765 |
| Cornerstone Wealth Group, LLC | 72,283 | $7,575 |
| Yeomans Consulting Group, Inc. | 11,597 | $1,214 |
| Astoria Portfolio Advisors LLC. | 6,149 | $635 |
| Spence Asset Management | 12,578 | $1 |
| Buck Wealth Strategies, LLC | 9,910 | $1,039 |
| JIM SAULNIER & ASSOCIATES, LLC | 2,442 | $256 |
| VestGen Advisors, LLC | 23,733 | $2,487 |
| IBEX WEALTH ADVISORS | 8,939 | $937 |
| Virtue Capital Management, LLC | 20,184 | $515 |
| AMJ Financial Wealth Management | 3,280 | $344 |
| FLOW TRADERS U.S. LLC | 31,924 | $3 |
| Essential Planning, LLC. | 2,160 | $226 |
| OBSIDIAN CIO, LLC | 2,196 | $230 |
| ADELL HARRIMAN & CARPENTER INC | 5,300 | $555 |
| GPS Wealth Strategies Group, LLC | 1,932 | $202 |
| SHERMAN PORFOLIOS, LLC | 2,241 | $235 |
| Tower Research Capital LLC (TRC) | 7,933 | $831 |