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Disclosery

IHF ISHARES TR

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US HLTHCR PR ETF (fund)

198 managers (199 13F filers) reported a position in IHF shares at 2024-12-31, 5,572,947 shares in all. 20 filers opened a position and 27 filers sold out during the quarter.

Managers
198
13F filers
199
New
20
Added
39
Reduced
70
Sold out
27
Shares held by filers
5,572,947

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY840,336$40.3M<0.01%+67,88913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/385,633$18.5M<0.01%-31,70513F-HRTimelineGroup
Wharton Business Group, LLC335,030$16.1M0.73%-52013F-HRTimeline
LPL Financial LLC292,754$14M0.01%+6,97213F-HRTimeline
Kingsview Wealth Management, LLC228,913$11M0.21%+111,94013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC213,775$10.3M<0.01%-26,36713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN206,121$9.89M<0.01%+3,32513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding164,122$7.88M+76,400Timeline
UBS Group AGin group UBS Group AG155,729$7.47M<0.01%+13,88813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV149,088$7.15M0.02%-600,17413F-HRTimeline
Federation des caisses Desjardins du Qu…136,684$6.56M0.03%+7,10213F-HRTimeline
Cetera Investment Advisers119,598$5.74M0.01%-2,62313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC117,143$5.62M<0.01%-121,82413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA114,129$5.48M<0.01%-18,23513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC100,729$4.83M<0.01%13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC87,106$4.18M<0.01%-15,29913F-HRTimelineGroup
MARTIN & CO INC /TN/82,387$3.95M0.98%-3,83513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC71,383$3.43M0.01%-8,25313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.69,561$3.34M0.02%-1,38713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.69,362$3.33M0.05%013F-HRTimelineGroup
Merit Financial Group, LLC64,595$3.1M0.06%-2813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,380$3.09M0.01%+2,39213F-HR/ATimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP62,613$3M0.04%-1,92513F-HRTimeline
HighTower Advisors, LLC62,163$2.98M<0.01%-9,44413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…61,845$2.97M<0.01%-10,23913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53,036$2.55M<0.01%-10,39013F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC51,380$2.47M0.48%13F-HRTimeline
Mason & Associates Inc51,232$2.46M0.58%+2,65413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,005$1.92M<0.01%-41913F-HRTimelineGroup
LEUTHOLD GROUP, LLC36,511$1.75M0.21%-33,93713F-HRTimeline
Creative Planningin group Creative Planning34,058$1.63M<0.01%+2,19113F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co33,680$1.62M0.12%-94413F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/26,584$1.28M0.17%+63813F-HRTimeline
Cambridge Investment Research Advisors,…24,847$1.19M<0.01%+8,37913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,503$1.18M<0.01%+5,97913F-HRTimelineGroup
Beacon Pointe Advisors, LLC24,268$1.16M0.01%+1613F-HRTimeline
Janney Montgomery Scott LLC20,900$1M<0.01%-1,98013F-HRTimeline
Sowell Financial Services LLC20,021$961K0.05%-10,54613F-HRTimeline
King Wealth Management Group20,000$960K0.14%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,721$946K0.01%+5,57113F-HRTimelineGroup
Caprock Group, LLC18,273$877K0.03%-3,17713F-HRTimeline
49 WEALTH MANAGEMENT, LLC18,234$875K0.12%-5,14013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,201$873K<0.01%-3,24313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,297$830K0.01%new13F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC17,287$830K1.22%13F-HRTimeline
MAI Capital Management17,126$822K0.01%-1,43613F-HRTimeline
Koshinski Asset Management, Inc.16,959$814K0.07%-6213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,868$810K0.03%-28013F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC15,917$764K0.21%-26413F-HRTimeline
Sava Infond d.o.o.15,300$734K0.13%13F-HRTimeline
MML INVESTORS SERVICES, LLC14,697$705K<0.01%-6,89113F-HRTimeline
SCOTIA CAPITAL INC.14,497$696K<0.01%+3613F-HRTimeline
FMR LLCin group FMR LLC14,382$690K<0.01%+60313F-HRTimelineGroup
Glenview Trust Co14,335$688K0.01%-6,50013F-HRTimeline
WEDBUSH SECURITIES INC14,030$673K0.02%-2,70013F-HRTimeline
Certified Advisory Corp14,001$672K0.07%-74813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,209$634K<0.01%new13F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP13,120$630K0.17%+8,94513F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP13,092$628K<0.01%new13F-HRTimelineGroup
Evanson Asset Management, LLC12,172$584K0.04%+1813F-HRTimeline
Carl P. Sherr & Co., LLC12,151$583K0.31%-2,92913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,042$578K<0.01%new13F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC11,660$560K0.27%-5013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…11,621$558K0.14%new13F-HRTimeline
First Heartland Consultants, Inc.11,404$547K0.06%+1313F-HRTimeline
Farther Finance Advisors, LLC11,240$539K0.02%+91013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding11,109$533K+10,359Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,073$531K<0.01%+6613F-HRTimelineGroup
IEQ CAPITAL, LLC10,545$506K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…10,355$497K<0.01%+37813F-HRTimeline
Cresset Asset Management, LLC10,280$493K<0.01%-2,84013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC10,065$483K0.12%-96113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,058$483K0.01%+28913F-HRTimelineGroup
Iowa State Bank10,000$480K0.1%013F-HRTimeline
NewEdge Advisors, LLC9,823$471K<0.01%-1,06013F-HRTimeline
Advisory Services Network, LLC9,774$469K0.01%-49313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,778$469K<0.01%+81513F-HRTimelineGroup
Cubist Systematic Strategies, LLC9,354$449K0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,285$446K0.01%013F-HRTimeline
First Horizon Advisors, Inc.9,090$436K0.01%013F-HRTimeline
PFG Investments, LLC8,825$424K0.03%-33813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,255$396K0.01%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC8,050$386K0.03%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,982$383K<0.01%+4,45213F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC7,919$380K<0.01%+1,95913F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,850$377K0.01%013F-HRTimelineGroup
Haverford Trust Co7,365$353K<0.01%013F-HRTimeline
HBK Sorce Advisory LLC7,080$340K0.01%-60913F-HRTimeline
Meridian Financial Advisors, LLC7,065$339K0.23%-87513F-HRTimeline
Sebold Capital Management, Inc.7,030$337K0.23%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC6,896$331K0.01%+1313F-HRTimeline
Sunbelt Securities, Inc.6,710$322K0.03%+213F-HRTimeline
Valeo Financial Advisors, LLC6,490$311K0.01%013F-HRTimeline
Kraft, Davis & Associates, LLC6,020$311K0.09%013F-HRTimeline
Bensler, LLC6,310$303K0.04%013F-HRTimeline
WealthBridge Capital Management, LLC6,179$297K0.08%-19913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,973$287K<0.01%new13F-HRTimelineGroup
Terra Nova Asset Management LLC5,725$275K0.21%+1213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,603$269K<0.01%-17,69513F-HRTimelineGroup
Crescent Grove Advisors, LLC5,530$265K0.03%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC5,500$264K0.2%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,365$257K0.01%-57713F-HRTimeline
Independent Advisor Alliance5,360$257K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,348$257K<0.01%-7,20813F-HRTimelineGroup
Prospera Financial Services Inc5,321$255K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,044$242K<0.01%-11,33513F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC4,990$239K0.03%-6813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,980$239K<0.01%-40013F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,883$234K<0.01%+213F-HRTimelineGroup
Arkadios Wealth Advisors4,779$229K0.01%-1,00213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,775$229K<0.01%013F-HRTimelineGroup
Sigma Planning Corp4,646$223K0.01%-1,02813F-HRTimeline
PCG ASSET MANAGEMENT, LLC4,625$222K0.19%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,507$216K<0.01%-6,98313F-HRTimelineGroup
Weaver Capital Management LLC4,504$216K0.06%-2613F-HRTimeline
Future Financial Wealth Managment LLC4,500$216K0.16%013F-HRTimeline
Bouchey Financial Group, Ltd.4,497$216K0.02%-313F-HRTimeline
Joseph P. Lucia & Associates, LLC4,445$213K0.09%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,383$210K<0.01%-57713F-HRTimelineGroup
Aviance Capital Partners, LLC4,250$204K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC4,244$204K<0.01%-63413F-HRTimeline
Dakota Wealth Management4,215$202K<0.01%-1,41013F-HRTimeline
Manchester Capital Management LLC4,000$192K0.02%013F-HRTimeline
Bristlecone Advisors, LLC3,790$182K0.01%013F-HRTimeline
EP Wealth Advisors, LLC3,750$180K<0.01%-11513F-HRTimeline
BOKF, NAin group BOKF, NA3,595$177K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,816$135K<0.01%013F-HRTimelineGroup
Financial Freedom, LLC2,726$131K0.07%-1,87413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,500$124K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP2,350$113K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,225$107K<0.01%013F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,190$105K<0.01%-2,74813F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,050$98.4K0.01%013F-HRTimeline
TSFG, LLC2,033$98K0.02%-1013F-HRTimeline
Balentine LLC1,940$93.1K<0.01%013F-HRTimeline
COMERICA BANK1,865$89.5K<0.01%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\1,865$89.5K<0.01%-43013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,759$84.4K0.01%+113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,750$84K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Powell Investment Advisors, LLC1,745$83.7K0.04%013F-HRTimeline
HighMark Wealth Management LLC1,501$72K0.04%+113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,490$71.5K0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd1,430$68.6K<0.01%-14,20313F-HRTimeline
Pathway Financial Advisers, LLC1,309$62.8K0.02%+313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,280$61.4K<0.01%+113F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,274$61K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,100$52.8K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,040$49.9K<0.01%-3,90013F-HRTimelineGroup
Global Retirement Partners, LLC1,034$49.6K<0.01%-20013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,000$48K<0.01%013F-HR/ATimelineGroup
Global Financial Private Client, LLC945$45.4K0.02%013F-HRTimeline
PRIVATE TRUST CO NA925$44.4K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC923$44K<0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.820$39.4K0.03%13F-HRTimeline
Cape Investment Advisory, Inc.805$38.6K0.02%+10013F-HRTimeline
BLAIR WILLIAM & CO/IL715$34.3K<0.01%-7513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/675$32.4K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…618$31.6K<0.01%+113F-HRTimeline
CNB Bank610$29.3K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …606$29.1K0.01%013F-HRTimelineGroup
Arax Advisory Partners600$28.8K<0.01%013F-HRTimeline
CX Institutional600$28.8K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.500$24K<0.01%013F-HR/ATimeline
Register Financial Advisors LLC455$21.8K0.01%013F-HRTimeline
City State Bank425$20.4K0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC415$19.9K<0.01%new13F-HRTimeline
Piscataqua Savings Bank400$19.2K0.02%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…395$18.9K<0.01%+2113F-HRTimelineGroup
IAG Wealth Partners, LLC390$18.7K<0.01%013F-HRTimeline
Tidemark, LLC375$18K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC365$17.5K<0.01%013F-HRTimeline
Avior Wealth Management, LLC320$15.4K<0.01%-8413F-HRTimeline
Allworth Financial LP245$12.5K<0.01%+10013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC250$12K<0.01%013F-HRTimeline
IFP Advisors, Inc250$12K<0.01%013F-HRTimeline
Realta Investment Advisors227$11K<0.01%-39113F-HRTimeline
Fourth Dimension Wealth, LLC200$9.6K0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC185$9K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources165$7.92K<0.01%013F-HRTimelineGroup
BROADWATER CAPITAL MANAGEMENT LLC160$7.68K0.01%013F-HR/ATimeline
AE Wealth Management LLC150$7.2K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.150$7.2K<0.01%013F-HRTimeline
American Capital Advisory, LLC140$6.72K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT135$6.48K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC120$5.76K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division110$5.28K<0.01%013F-HRTimeline
New Republic Capital, LLC94$4.5K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.90$4.32K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management65$3K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC60$2.88K<0.01%new13F-HRTimeline
LEE DANNER & BASS INC50$2.4K<0.01%new13F-HRTimeline
Bullock Wealth Management Group50$2.4K<0.01%013F-HRTimeline
Covestor Ltd40$2K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC40$1.93K<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC25$1.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.5$2780.03%-5,97813F-HRTimeline
Abound Wealth Management4$188<0.01%-313F-HRTimeline
Parallel Advisors, LLC1$61<0.01%-7913F-HRTimeline