Skip to content
Disclosery

IHF ISHARES TR

Follow

US HLTHCR PR ETF (fund)

199 managers (200 13F filers) reported a position in IHF shares at 2025-06-30, 6,180,085 shares in all. 20 filers opened a position and 15 filers sold out during the quarter.

Managers
199
13F filers
200
New
20
Added
52
Reduced
56
Sold out
15
Shares held by filers
6,180,085

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY854,145$41.6M<0.01%+66,02213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP443,022$21.6M0.04%+388,10013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/383,556$18.7M<0.01%+22,47113F-HRTimelineGroup
Wharton Business Group, LLC335,810$16.3M0.69%+78013F-HRTimeline
LPL Financial LLC248,723$12.1M<0.01%-18,10413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC219,548$10.7M<0.01%+12,81813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN215,176$10.5M<0.01%+17,54513F-HRTimelineGroup
Kingsview Wealth Management, LLC207,002$10.1M0.17%-17,11913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV169,548$8.25M0.02%+8,45313F-HRTimeline
Federation des caisses Desjardins du Qu…161,049$7.84M0.03%+8,15313F-HRTimeline
UBS Group AGin group UBS Group AG148,061$7.2M<0.01%+12,74613F-HRTimelineGroup
Cetera Investment Advisers128,741$6.26M0.01%+3,26713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA128,231$6.24M<0.01%+35,42913F-HR/ATimelineGroup
ALTFEST L J & CO INC107,047$5.21M0.61%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC101,936$4.96M<0.01%-1,69513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC97,284$4.73M<0.01%-27,25213F-HRTimelineGroup
MARTIN & CO INC /TN/83,432$4.06M0.75%-81313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.76,669$3.73M0.02%-2,03513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC75,132$3.65M<0.01%+5,12613F-HRTimeline
Joseph Group Capital Management73,358$3.57M1.2%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,905$3.25M<0.01%-13,72213F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…62,000$3.02M0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC61,710$3M0.03%-52513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP58,840$2.86M0.04%-86413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,731$2.71M<0.01%+12,17413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…54,171$2.64M<0.01%-1,41913F-HRTimelineGroup
HighTower Advisors, LLC47,224$2.3M<0.01%-10,96113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,475$1.97M<0.01%+2,08513F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,461$1.97M<0.01%+21,44813F-HRTimelineGroup
Prospera Financial Services Inc40,350$1.96M0.04%+35,02913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,796$1.94M<0.01%+1,88713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,013$1.75M<0.01%+54113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…35,588$1.73M0.05%+16,47513F-HRTimelineGroup
Creative Planningin group Creative Planning35,559$1.73M<0.01%+1,67013F-HRTimelineGroup
Cordatus Wealth Management LLC35,029$1.7M0.42%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,908$1.65M<0.01%+17,45013F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,040$1.64M<0.01%+7,72313F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co30,843$1.5M0.09%-1,40613F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd29,898$1.45M0.03%new13F-HRTimelineGroup
WEXFORD CAPITAL LP29,845$1.45M0.4%new13F-HRTimeline
LEUTHOLD GROUP, LLC28,860$1.4M0.17%+74313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,044$1.36M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,873$1.36M0.01%-2,97313F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.26,463$1.29M0.02%-29,89913F-HRTimelineGroup
HRT FINANCIAL LP26,346$1.28M0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/26,084$1.27M0.14%-50013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …25,660$1.25M0.02%+8,99213F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,324$1.23M<0.01%+1,49713F-HRTimeline
Beacon Pointe Advisors, LLC23,867$1.16M0.01%-40313F-HRTimeline
Janney Montgomery Scott LLC20,438$994K<0.01%-12913F-HRTimeline
BEARING POINT CAPITAL, LLC20,429$994K0.18%new13F-HRTimeline
Sowell Financial Services LLC20,026$974K0.04%+213F-HRTimeline
Cubist Systematic Strategies, LLC19,809$964K0.01%new13F-HRTimeline
MAI Capital Management19,322$940K0.01%+2,53813F-HRTimeline
Lifeworks Advisors, LLC19,176$933K0.14%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC18,350$893K0.02%+11,71913F-HRTimeline
Sava Infond d.o.o.17,150$834K0.13%+1,85013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,088$783K0.03%-62013F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC15,853$771K0.2%-4313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,579$758K<0.01%-4,84613F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…15,554$757K0.01%+1,90813F-HRTimeline
MML INVESTORS SERVICES, LLC14,945$727K<0.01%-28513F-HRTimeline
FMR LLCin group FMR LLC13,860$674K<0.01%-2,04313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC13,699$666K<0.01%+63213F-HRTimelineGroup
SCOTIA CAPITAL INC.13,544$659K<0.01%-22413F-HRTimeline
Glenview Trust Co13,475$656K0.01%-20013F-HRTimeline
Wisconsin Wealth Advisors, LLC13,339$649K0.75%-4,37413F-HRTimeline
Certified Advisory Corp12,620$614K0.06%-36313F-HRTimeline
Evanson Asset Management, LLC12,199$593K0.04%+1013F-HRTimeline
ROCKLAND TRUST CO11,574$563K0.03%new13F-HRTimeline
First Heartland Consultants, Inc.11,510$560K0.05%+9413F-HRTimeline
WEDBUSH SECURITIES INC11,250$547K0.02%-58513F-HRTimeline
IEQ CAPITAL, LLC10,545$513K<0.01%013F-HRTimeline
GARRISON POINT ADVISORS, LLC10,520$512K0.23%-1,14013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,419$507K0.01%+36113F-HRTimelineGroup
Koshinski Asset Management, Inc.10,338$503K0.04%-65513F-HRTimeline
Cresset Asset Management, LLC10,280$500K<0.01%013F-HR/ATimeline
Iowa State Bank10,000$486K0.1%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,848$479K<0.01%-1,00013F-HRTimelineGroup
Carl P. Sherr & Co., LLC9,715$473K0.24%-2,43613F-HRTimeline
Bensler, LLC9,560$465K0.05%-50013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,510$463K<0.01%+3213F-HR/ATimelineGroup
U.S. Capital Wealth Advisors, LLC9,285$452K0.01%013F-HRTimeline
NewEdge Advisors, LLC8,898$433K<0.01%-1,62513F-HRTimeline
First Horizon Advisors, Inc.8,500$414K0.01%-59013F-HRTimeline
Conservest Capital Advisors, Inc.8,423$410K0.04%new13F-HRTimeline
Advisory Services Network, LLC9,466$394K0.01%-20413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC8,050$392K0.04%013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,850$382K0.01%013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…7,649$372K0.03%-2,23513F-HRTimelineGroup
PFG Investments, LLC7,598$370K0.02%-1,23513F-HRTimeline
LANARK FINANCIAL, INC.7,482$363K0.03%+1,86313F-HRTimeline
Haverford Trust Co7,365$358K<0.01%013F-HRTimeline
CW Advisors, LLC7,077$344K<0.01%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC6,915$336K0.01%+713F-HRTimeline
WealthBridge Capital Management, LLC6,703$326K0.08%+97413F-HRTimeline
CX Institutional6,702$326K0.01%-2,37813F-HR/ATimeline
Farther Finance Advisors, LLC6,675$325K0.01%-4,21513F-HRTimeline
Sunbelt Securities, Inc.6,710$322K0.03%-613F-HRTimeline
Valeo Financial Advisors, LLC6,490$316K0.01%-4513F-HR/ATimeline
HARBOUR INVESTMENTS, INC.6,377$310K0.01%-1,58913F-HRTimeline
Meridian Financial Advisors, LLC6,265$305K0.2%-80013F-HRTimeline
Sebold Capital Management, Inc.5,843$284K0.18%013F-HRTimeline
HBK Sorce Advisory LLC5,834$284K0.01%-65213F-HRTimeline
Crescent Grove Advisors, LLC5,530$269K0.03%013F-HRTimeline
Mason & Associates Inc5,485$267K0.06%013F-HRTimeline
Purkiss Capital Advisors LLC5,307$258K0.14%+37313F-HRTimeline
Kraft, Davis & Associates, LLC6,020$257K0.07%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC5,250$255K0.17%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,036$245K0.03%+17713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,024$244K<0.01%+113F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC4,886$238K<0.01%+113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…4,875$237K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,698$229K<0.01%-34713F-HRTimelineGroup
YHB Investment Advisors, Inc.4,532$220K0.02%new13F-HRTimeline
Weaver Capital Management LLC4,504$219K0.05%013F-HRTimeline
Bouchey Financial Group, Ltd.4,497$219K0.02%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,384$213K<0.01%+43113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC4,383$213K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC4,265$207K0.01%-5,05113F-HRTimeline
Aviance Capital Partners, LLC4,250$207K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC4,245$207K<0.01%013F-HRTimeline
Joseph P. Lucia & Associates, LLC4,220$205K0.08%-22513F-HRTimeline
Dakota Wealth Management4,215$205K<0.01%013F-HRTimeline
Terra Nova Asset Management LLC4,208$205K0.14%+613F-HRTimeline
Arkadios Wealth Advisors4,169$203K0.01%-19713F-HRTimeline
Manchester Capital Management LLC4,000$195K0.03%013F-HRTimeline
AlphaCore Capital LLC3,999$195K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC3,875$189K<0.01%+12513F-HRTimeline
BOKF, NAin group BOKF, NA3,595$175K<0.01%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,475$169K0.06%013F-HRTimeline
GPS Wealth Strategies Group, LLC3,474$169K0.02%+39113F-HRTimeline
Bristlecone Advisors, LLC3,430$167K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,816$137K<0.01%013F-HRTimelineGroup
Financial Freedom, LLC2,539$124K0.07%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,525$123K<0.01%+2513F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP2,350$114K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,225$108K<0.01%013F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,050$99.7K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC2,000$97.3K0.07%-2,50013F-HRTimeline
Balentine LLC1,940$94.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,865$90.7K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC1,845$89.8K0.01%013F-HRTimeline
COMERICA BANK1,762$85.7K<0.01%+39713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,750$85.1K<0.01%013F-HR/ATimeline
Powell Investment Advisors, LLC1,745$84.9K0.03%013F-HRTimeline
TSFG, LLC1,714$83K0.02%-1913F-HRTimeline
HighMark Wealth Management LLC1,503$73.1K0.04%+113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,490$72.5K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,344$65.4K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,274$62K0.03%013F-HRTimeline
Smartleaf Asset Management LLC1,200$57.9K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,150$56K+490Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,100$53.5K<0.01%013F-HRTimelineGroup
RMG Wealth Management LLC1,159$49.5K0.01%13F-HRTimeline
WFA of San Diego, LLC1,009$49.1K0.04%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,000$48.6K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…940$45.7K<0.01%-10013F-HRTimelineGroup
PRIVATE TRUST CO NA925$45K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC866$42.2K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.805$39.2K0.01%013F-HRTimeline
IFP Advisors, Inc750$36.5K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/615$29.9K<0.01%+35013F-HRTimelineGroup
CNB Bank610$29.7K0.01%013F-HRTimeline
Arax Advisory Partners600$29.2K<0.01%013F-HRTimeline
Boreal Capital Management LLC569$27.7K0.02%13F-HRTimeline
Harbor Asset Planning, Inc.543$26.4K0.03%13F-HRTimeline
SOA Wealth Advisors, LLC.500$24.3K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC500$24.3K0.03%-4,00013F-HRTimeline
Register Financial Advisors LLC455$22.1K0.01%013F-HRTimeline
City State Bank425$20.7K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL415$20.2K<0.01%013F-HRTimeline
Piscataqua Savings Bank400$19.5K0.02%013F-HRTimeline
IAG Wealth Partners, LLC390$19K<0.01%013F-HRTimeline
Tidemark, LLC375$18.2K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC365$17.8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management262$12.8K<0.01%-1,01913F-HRTimelineGroup
Cheviot Value Management, LLC299$12.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC250$12.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/250$12.2K<0.01%-42513F-HR/ATimelineGroup
MOTCO250$10.4K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources165$8.03K<0.01%013F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC163$7.94K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC7,784$7.78K0.01%+7,62413F-HR/ATimeline
AE Wealth Management LLC150$7.3K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.150$7.3K<0.01%013F-HRTimeline
Allworth Financial LP145$7.05K<0.01%-10013F-HRTimeline
SIMPLEX TRADING, LLC164$7K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT135$6.57K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …115$5.59K<0.01%13F-HRTimelineGroup
Central Pacific Bank - Trust Division110$5.35K<0.01%013F-HRTimeline
Realta Investment Advisors102$4.97K<0.01%-29313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.90$4.38K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management65$3K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC60$2.92K<0.01%013F-HRTimeline
Covestor Ltd40$2K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC40$1.96K<0.01%013F-HRTimeline
Abound Wealth Management4$191<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.