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Disclosery

IHF ISHARES TR

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US HLTHCR PR ETF (fund)

193 managers (193 13F filers) reported a position in IHF shares at 2025-03-31, 5,269,640 shares in all. 17 filers opened a position and 23 filers sold out during the quarter.

Managers
193
13F filers
193
New
17
Added
42
Reduced
60
Sold out
23
Shares held by filers
5,269,640

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY788,123$41.6M<0.01%-52,21313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/361,085$19.1M<0.01%-24,54813F-HRTimelineGroup
Wharton Business Group, LLC335,030$17.7M0.8%013F-HRTimeline
LPL Financial LLC266,827$14.1M0.01%-25,92713F-HRTimeline
Kingsview Wealth Management, LLC224,121$11.8M0.22%-4,79213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC206,730$10.9M<0.01%-7,04513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN197,631$10.4M<0.01%-8,49013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV161,095$8.51M0.02%+12,00713F-HRTimeline
Federation des caisses Desjardins du Qu…152,896$8.07M0.04%+16,21213F-HRTimeline
UBS Group AGin group UBS Group AG135,315$7.14M<0.01%-20,41413F-HRTimelineGroup
Cetera Investment Advisers125,474$6.63M0.01%+5,87613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC124,536$6.58M<0.01%+7,39313F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC103,631$5.47M<0.01%+16,52513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,802$4.9M<0.01%-21,32713F-HR/ATimelineGroup
MARTIN & CO INC /TN/84,245$4.45M0.86%+1,85813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…80,627$4.26M0.01%+62,42613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.78,704$4.16M0.03%+9,14313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,006$3.7M0.01%-1,37713F-HRTimeline
Merit Financial Group, LLC62,235$3.29M0.05%-2,36013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP59,704$3.15M0.05%-2,90913F-HRTimeline
HighTower Advisors, LLC58,185$3.07M<0.01%-3,97813F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.56,362$2.98M0.05%-13,00013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,590$2.94M<0.01%-6,25513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP54,922$2.9M0.01%-109,20013F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC53,721$2.84M0.55%+2,34113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,557$2.3M<0.01%-57,17213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,390$2.03M<0.01%-25,99013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,909$2M<0.01%-15,12713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP35,472$1.87M<0.01%-4,53313F-HRTimelineGroup
Creative Planningin group Creative Planning33,889$1.79M<0.01%-16913F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co32,249$1.7M0.12%-1,43113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC30,846$1.63M0.01%+11,12513F-HRTimelineGroup
LEUTHOLD GROUP, LLC28,117$1.48M0.19%-8,39413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/26,584$1.4M0.19%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26,317$1.38M<0.01%+1,81413F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC24,270$1.28M0.01%+213F-HRTimeline
Cambridge Investment Research Advisors,…23,827$1.26M<0.01%-1,02013F-HRTimeline
Janney Montgomery Scott LLC20,567$1.09M<0.01%-33313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC20,425$1.08M<0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC20,024$1.06M0.05%+313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,113$1.01M0.03%+16,92313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,013$1M<0.01%+13,41013F-HRTimelineGroup
Caprock Group, LLC17,951$948K0.03%-32213F-HRTimeline
Wisconsin Wealth Advisors, LLC17,713$935K1.34%+42613F-HRTimeline
MAI Capital Management16,784$886K0.01%-34213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,708$882K0.04%-16013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,668$880K0.01%-62913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,458$869K<0.01%+3,24913F-HRTimelineGroup
FMR LLCin group FMR LLC15,903$840K<0.01%+1,52113F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC15,896$839K0.24%-2113F-HRTimeline
Sava Infond d.o.o.15,300$808K0.15%013F-HRTimeline
MML INVESTORS SERVICES, LLC15,230$804K<0.01%+53313F-HRTimeline
49 WEALTH MANAGEMENT, LLC14,840$784K0.09%-3,39413F-HRTimeline
SCOTIA CAPITAL INC.13,768$727K<0.01%-72913F-HRTimeline
Glenview Trust Co13,675$722K0.01%-66013F-HR/ATimeline
Steward Partners Investment Advisory, L…13,646$721K0.01%+3,29113F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,542$715K0.03%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,067$690K<0.01%+5,14813F-HRTimelineGroup
Certified Advisory Corp12,983$686K0.08%-1,01813F-HRTimeline
Evanson Asset Management, LLC12,189$644K0.05%+1713F-HRTimeline
Carl P. Sherr & Co., LLC12,151$642K0.35%013F-HRTimeline
WEDBUSH SECURITIES INC11,835$625K0.02%-2,19513F-HRTimeline
GARRISON POINT ADVISORS, LLC11,660$616K0.3%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…11,621$614K0.15%013F-HRTimeline
First Heartland Consultants, Inc.11,416$603K0.06%+1213F-HRTimeline
Koshinski Asset Management, Inc.10,993$580K0.05%-5,96613F-HRTimeline
Farther Finance Advisors, LLC10,890$574K0.01%-35013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,848$573K<0.01%-22513F-HRTimelineGroup
IEQ CAPITAL, LLC10,545$557K<0.01%013F-HRTimeline
NewEdge Advisors, LLC10,523$556K<0.01%+70013F-HRTimeline
Cresset Asset Management, LLC10,280$543K<0.01%013F-HRTimeline
Bensler, LLC10,060$531K0.07%+3,75013F-HRTimeline
Iowa State Bank10,000$528K0.11%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,884$522K-1,225Timeline
Advisory Services Network, LLC9,670$511K0.01%-10413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,478$500K<0.01%-30013F-HR/ATimelineGroup
GTS SECURITIES LLC9,316$492K0.02%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,285$490K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,058$483K0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.9,090$480K0.01%013F-HRTimeline
CX Institutional9,080$479K0.02%+8,48013F-HRTimeline
PFG Investments, LLC8,833$466K0.03%+813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC8,050$425K0.04%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,966$421K0.01%+2,60113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,850$414K0.02%013F-HRTimelineGroup
Haverford Trust Co7,365$389K<0.01%013F-HRTimeline
Meridian Financial Advisors, LLC7,065$373K0.26%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC6,908$365K0.01%+1213F-HRTimeline
Sunbelt Securities, Inc.6,716$355K0.03%+613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,631$350K0.01%-1,62413F-HRTimeline
Valeo Financial Advisors, LLC6,535$345K0.01%+4513F-HRTimeline
HBK Sorce Advisory LLC6,486$342K0.01%-59413F-HRTimeline
Sebold Capital Management, Inc.5,843$309K0.2%-1,18713F-HRTimeline
WealthBridge Capital Management, LLC5,729$302K0.09%-45013F-HRTimeline
LANARK FINANCIAL, INC.5,619$296K0.03%+5,61413F-HRTimeline
Kraft, Davis & Associates, LLC6,020$295K0.1%013F-HRTimeline
Crescent Grove Advisors, LLC5,530$292K0.03%013F-HRTimeline
Mason & Associates Inc5,485$290K0.07%-45,74713F-HRTimeline
Prospera Financial Services Inc5,321$281K0.01%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC5,250$277K0.21%-25013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,045$266K<0.01%+113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP5,023$265K<0.01%-32513F-HRTimelineGroup
Purkiss Capital Advisors LLC4,934$260K0.2%new13F-HRTimeline
CWM, LLCin group CWM, LLC4,885$258K<0.01%+213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…4,875$257K<0.01%+10013F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC4,859$257K0.03%-13113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,673$247K<0.01%-1,30013F-HRTimelineGroup
Weaver Capital Management LLC4,504$238K0.06%013F-HRTimeline
Future Financial Wealth Managment LLC4,500$238K0.17%013F-HRTimeline
Chung Wu Investment Group, LLC4,500$238K0.28%new13F-HRTimeline
Bouchey Financial Group, Ltd.4,497$237K0.02%013F-HRTimeline
Joseph P. Lucia & Associates, LLC4,445$235K0.11%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,383$231K<0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors4,366$231K0.01%-41313F-HRTimeline
Aviance Capital Partners, LLC4,250$224K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC4,245$224K<0.01%+113F-HRTimeline
Dakota Wealth Management4,215$223K0.01%013F-HRTimeline
Terra Nova Asset Management LLC4,202$222K0.17%-1,52313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,074$215K<0.01%new13F-HRTimeline
Callan Capital, LLC4,028$213K0.02%new13F-HRTimeline
Manchester Capital Management LLC4,000$211K0.03%013F-HRTimeline
V2 Financial group LLC4,000$211K0.14%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,953$209K<0.01%new13F-HRTimelineGroup
PCG ASSET MANAGEMENT, LLC4,010$209K0.2%-61513F-HRTimeline
Perigon Wealth Management, LLC3,905$206K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC3,859$204K0.03%new13F-HRTimeline
EP Wealth Advisors, LLC3,750$198K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA3,595$190K<0.01%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,475$183K0.07%new13F-HRTimeline
Bristlecone Advisors, LLC3,430$181K0.01%-36013F-HRTimeline
GPS Wealth Strategies Group, LLC3,083$163K0.02%+1,32413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,816$149K<0.01%013F-HRTimelineGroup
Financial Freedom, LLC2,539$134K0.08%-18713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,500$130K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP2,350$124K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,225$117K<0.01%013F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,050$108K0.01%013F-HRTimeline
Balentine LLC1,940$102K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,865$98.5K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC1,845$97.4K0.01%new13F-HRTimeline
Wayfinding Financial, LLC1,800$95K0.04%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,750$92.4K<0.01%013F-HRTimeline
Powell Investment Advisors, LLC1,745$92.1K0.05%013F-HRTimeline
TSFG, LLC1,733$92K0.02%-30013F-HRTimeline
HighMark Wealth Management LLC1,502$79.3K0.05%+113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,490$78.7K0.01%013F-HRTimelineGroup
COMERICA BANK1,365$72.1K<0.01%-50013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,281$67.7K<0.01%+113F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,274$67K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,100$58.1K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,040$54.9K<0.01%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,000$52.8K<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC944$49.8K0.02%-113F-HRTimeline
PRIVATE TRUST CO NA925$48.8K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC866$45.7K0.04%13F-HRTimeline
Runnymede Capital Advisors, Inc.820$43.3K0.04%013F-HRTimeline
Cape Investment Advisory, Inc.805$42.5K0.02%013F-HRTimeline
IFP Advisors, Inc750$39.6K<0.01%+50013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/675$35.6K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…660$34.9K<0.01%+26513F-HRTimelineGroup
CNB Bank610$32.2K0.02%013F-HRTimeline
Arax Advisory Partners600$31.7K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.500$26.4K0.01%013F-HRTimeline
Register Financial Advisors LLC455$24K0.01%013F-HRTimeline
City State Bank425$22.4K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL415$21.9K<0.01%-30013F-HRTimeline
Piscataqua Savings Bank400$21.1K0.02%013F-HRTimeline
Realta Investment Advisors395$20.8K0.01%+16813F-HRTimeline
IAG Wealth Partners, LLC390$20.6K<0.01%013F-HRTimeline
Tidemark, LLC375$19.8K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC365$19.3K<0.01%013F-HRTimeline
Sandy Spring Bank320$16.9K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC299$15K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/265$14K<0.01%-4,24213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC250$13.2K<0.01%013F-HRTimeline
Allworth Financial LP245$12.3K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC200$10.6K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources165$8.71K<0.01%013F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC163$8.62K<0.01%new13F-HR/ATimeline
BROADWATER CAPITAL MANAGEMENT LLC160$8.45K0.01%013F-HR/ATimeline
THOMPSON INVESTMENT MANAGEMENT, INC.150$7.92K<0.01%013F-HRTimeline
AE Wealth Management LLC150$7.92K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT135$7.13K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …115$6.07K<0.01%13F-HRTimelineGroup
Central Pacific Bank - Trust Division110$5.81K<0.01%013F-HRTimeline
New Republic Capital, LLC94$4.95K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.90$4.75K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC60$3.17K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management65$3K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC40$2.13K<0.01%013F-HRTimeline
Covestor Ltd40$2K<0.01%013F-HRTimeline
Abound Wealth Management4$207<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-61813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.