Stock ownership · SEC 13F · Q4 2025

ISHARES U.S. CONSUMER DISCRETIONARY ETF

A breakdown of ISHARES U.S. CONSUMER DISCRETIONARY ETF's institutional base (CUSIP 464287580): the holders, the concentration among them, and what changed last quarter.

$875K
Reported value
1
Institutions
100%
Top-5 share

The verdict

$875K of ISHARES U.S. CONSUMER DISCRETIONARY ETF is reported by 1 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

1
institutions hold it
$875K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 464287580 · Q4 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $0.9M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - ISHARES U.S. CONSUMER DISCRETIONARY ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a ISHARES U.S. CONSUMER DISCRETIONARY ETF position has fallen from 2 to 1 over the last 7 quarters of 13F filings.

0123456 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 1
Distinct 13F filers holding ISHARES U.S. CONSUMER DISCRETIONARY ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Anchor Investment Management, LLC 8,483 $875K 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES U.S. CONSUMER DISCRETIONARY ETF's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (1)

Anchor Investment Management, LLC $875K

Complete exits (5)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
WJ Wealth Management, LLC exited
CIBC Private Wealth Group LLC exited
Strategic Advocates LLC exited
CENTAURUS FINANCIAL, INC. exited

Frequently Asked Questions

How many institutions hold ISHARES U.S. CONSUMER DISCRETIONARY ETF?▼
ISHARES U.S. CONSUMER DISCRETIONARY ETF is held by 1 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of ISHARES U.S. CONSUMER DISCRETIONARY ETF?▼
Institutions report $875K of ISHARES U.S. CONSUMER DISCRETIONARY ETF as of Q4 2025.
How concentrated is ownership of ISHARES U.S. CONSUMER DISCRETIONARY ETF?▼
The top five institutional holders account for 100% of the reported institutional value in ISHARES U.S. CONSUMER DISCRETIONARY ETF, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of ISHARES U.S. CONSUMER DISCRETIONARY ETF?▼
Anchor Investment Management, LLC is the largest reported holder of ISHARES U.S. CONSUMER DISCRETIONARY ETF with $875K across 8,483 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.