ISHARES EVOLVED US CONSUMER

IECS
CUSIP 46431W671 XS ETF

Institutional ownership · Q3 2021

Latest quarter (Q2 2022)
Institutional holders 13 +1 (+8.3%) vs Q2 2021
Reported value $4.9M -3.3% vs Q2 2021
Shares held 155.0K -1.6K shares
Quarter Q3 2021 Period ended Sep 30, 2021

13 institutional managers reported holding 154,992 shares worth $4,927,000 on Form 13F for Q3 2021, against 12 in Q2 2021. Share positions on CUSIP 46431W671 only; option legs and principal-amount lines are not counted.

Top 13 institutional holders · Q3 2021

Largest Q3 2021 Form 13F holders of CUSIP 46431W671 by reported value
# Manager Shares Value % of portfolio Change Position page
1 SUSQUEHANNA INTERNATIONAL GROUP LLP 36,556 $1.2M < 0.01% +1.5K Position
2 Kingsview Wealth Management LLC 33,655 $1.1M 0.05% New Position
3 Ironwood Financial llc 30,249 $962.0K 0.28% -1.1K Position
4 ADVISOR GROUP HOLDINGS INC 17,902 $569.0K < 0.01% +284 Position
5 Tower Research Capital LLC TRC 16,318 $519.0K 0.01% -30.4K Position
6 CAPTRUST FINANCIAL ADVISORS 10,815 $344.0K < 0.01% — Position
7 COMMONWEALTH EQUITY SERVICES LLC 7,500 $238.0K < 0.01% New Position
8 Ellis Investment Partners LLC 1,011 $32.0K < 0.01% -996 Position
9 UBS Group AG 309 $10.0K < 0.01% -1.4K Position
10 IFP Advisors Inc 276 $8.0K < 0.01% — Position
11 Accel Wealth Management 250 $8.0K < 0.01% — Position
12 MORGAN STANLEY 150 $5.0K < 0.01% — Position
13 WELLS FARGO & COMPANY MN 1 $0 0 — Position

Values as reported on each manager's Q3 2021 Form 13F. Change is in shares against the manager's prior-quarter filing.

13F holders by quarter

Form 13F holders of CUSIP 46431W671 by quarter
Quarter Holders Shares Value
Q2 2022 16 +1 150.0K $4.9M
Q1 2022 15 +2 164.6K $5.6M
Q4 2021 13 135.3K $4.7M
Q3 2021 13 +1 155.0K $4.9M
Q2 2021 12 +3 156.6K $5.1M
Q1 2021 9 -1 157.0K $5.0M
Q4 2020 10 129.3K $4.0M
Q3 2020 10 +1 108.2K $3.1M
Q2 2020 9 +1 98.6K $2.6M
Q1 2020 8 82.2K $2.0M
Q4 2019 8 +1 53.9K $1.5M
Q3 2019 7 42.6K $1.2M
Q2 2019 7 +4 84.1K $2.3M
Q1 2019 3 +1 108.0K $2.8M
Q4 2018 2 +1 124.9K $2.9M
Q3 2018 1 137.0K $3.4M
Q2 2018 1 56.8K $1.4M
Q1 2018 1 150.0K $3.7M

Q1 2018–Q2 2022, as reported on Form 13F.

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Security Details

CUSIP 46431W671
FIGI BBG00KDZS6N4
Symbol IECS
Type Etf
Class CONSUMER STPLS as filed on 13F
Exchange XS

Identifier History

Type Value From To
SERIES_ID S000061254 2026-03-05 Current
FIGI BBG00KDZS6N4 2026-02-07 Current
CUSIP 46431W671 2018-03-31 Current

Listing History

Symbol Exchange From To
IECS 2018-04-02 Current