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Disclosery

IHF ISHARES TR

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US HLTHCR PR ETF (fund)

192 managers (193 13F filers) reported a position in IHF shares at 2025-09-30, 7,935,368 shares in all. 25 filers opened a position and 29 filers sold out during the quarter.

Managers
192
13F filers
193
New
25
Added
49
Reduced
54
Sold out
29
Shares held by filers
7,935,368

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Sather Financial Group Inc858,012$42.4M2.3%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY725,506$35.8M<0.01%-128,63913F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS500,000$24.7M0.02%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA447,094$22.1M<0.01%+318,86313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/375,497$18.5M<0.01%-8,05913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN364,635$18M<0.01%+149,45913F-HRTimelineGroup
Kingsview Wealth Management, LLC351,526$17.4M0.27%+144,52413F-HRTimeline
Wharton Business Group, LLC335,810$16.6M0.72%013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC315,903$15.6M3.32%new13F-HRTimeline
UBS Group AGin group UBS Group AG264,303$13.1M<0.01%+116,24213F-HRTimelineGroup
LPL Financial LLC239,643$11.8M<0.01%-9,08013F-HRTimeline
Cetera Investment Advisers227,467$11.2M0.01%+98,72613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp196,986$9.73M<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…189,299$9.35M0.04%+28,25013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding167,741$8.28M-51,807Timeline
MERCER GLOBAL ADVISORS INC /ADV130,367$6.44M0.01%-39,18113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC117,895$5.79M<0.01%+15,95913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC115,787$5.72M<0.01%+18,50313F-HRTimelineGroup
ALTFEST L J & CO INC101,579$5.02M0.56%-5,46813F-HRTimeline
Sage Advisory Services, Ltd.Co.93,921$4.64M2.43%new13F-HRTimeline
Merit Financial Group, LLC89,088$4.4M0.04%+27,37813F-HR/ATimeline
MARTIN & CO INC /TN/85,053$4.2M0.75%+1,62113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…79,568$3.93M<0.01%+25,39713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC71,207$3.52M<0.01%-3,92513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC63,625$3.14M<0.01%+7,89413F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP57,565$2.84M0.04%-1,27513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO55,844$2.76M<0.01%+16,04813F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,710$2.31M<0.01%+10,69713F-HRTimelineGroup
FDx Advisors, Inc.47,544$2.3M0.69%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,233$2.08M<0.01%+2,75813F-HRTimelineGroup
HighTower Advisors, LLC36,973$1.83M<0.01%-10,25113F-HRTimeline
Creative Planningin group Creative Planning35,088$1.73M<0.01%-47113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,140$1.49M<0.01%-3,76813F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co29,738$1.47M0.09%-1,10513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,443$1.45M<0.01%-4,59713F-HRTimelineGroup
LEUTHOLD GROUP, LLC27,810$1.37M0.15%-1,05013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.26,463$1.31M0.02%013F-HR/ATimelineGroup
TRUST CO OF TOLEDO NA /OH/25,019$1.24M0.12%-1,06513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,615$1.22M0.01%-3,25813F-HRTimelineGroup
Beacon Pointe Advisors, LLC22,736$1.12M0.01%-1,13113F-HRTimeline
Janney Montgomery Scott LLC21,424$1.06M<0.01%+98613F-HRTimeline
Cambridge Investment Research Advisors,…20,672$1.02M<0.01%-4,65213F-HRTimeline
Sowell Financial Services LLC20,149$995K0.04%+12313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.19,704$973K0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC17,357$857K<0.01%+3,49713F-HRTimelineGroup
Sava Infond d.o.o.17,150$847K0.12%013F-HRTimeline
Stonegate Management LLC16,000$790K0.52%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DUMONT & BLAKE INVESTMENT ADVISORS LLC15,779$779K0.19%-7413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,579$769K<0.01%013F-HRTimelineGroup
MAI Capital Management15,496$765K<0.01%-3,82613F-HRTimeline
Steward Partners Investment Advisory, L…15,469$764K<0.01%-8513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,382$760K0.03%-70613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…14,732$728K0.01%+9,85713F-HRTimelineGroup
INVESTMENT HOUSE LLC14,620$722K0.03%new13F-HRTimeline
MML INVESTORS SERVICES, LLC14,218$702K<0.01%-72713F-HRTimeline
Glenview Trust Co14,120$697K0.01%+64513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,079$695K<0.01%+38013F-HRTimelineGroup
SCOTIA CAPITAL INC.13,598$672K<0.01%+5413F-HRTimeline
Wisconsin Wealth Advisors, LLC13,085$646K0.62%-25413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC12,607$623K0.02%-5,74313F-HRTimeline
Evanson Asset Management, LLC12,217$603K0.03%+1813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,024$594K0.01%+1,60513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,600$573K<0.01%+1,75213F-HRTimelineGroup
Caprock Group, LLC11,983$566K0.01%13F-HRTimeline
Purkiss Capital Advisors LLC11,253$556K0.27%+5,94613F-HRTimeline
First Heartland Consultants, Inc.11,194$553K0.04%-31613F-HRTimeline
WEDBUSH SECURITIES INC11,151$551K0.02%-9913F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,838$535K0.03%new13F-HRTimeline
IEQ CAPITAL, LLC10,545$521K<0.01%013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC10,504$516K0.05%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,370$512K<0.01%+5,67213F-HRTimelineGroup
Cresset Asset Management, LLC10,280$508K<0.01%013F-HR/ATimeline
Iowa State Bank10,000$494K0.09%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV9,945$491K0.09%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC9,580$473K0.2%-94013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,398$464K<0.01%-11213F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC9,285$459K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.9,213$455K0.03%-1,12513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…9,191$454K0.03%+1,54213F-HRTimelineGroup
Advisory Services Network, LLC8,862$438K0.01%-60413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,704$430K0.01%-26,88413F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,695$429K<0.01%new13F-HRTimelineGroup
FIRST HORIZON CORP8,500$420K0.02%13F-HRTimeline
LANARK FINANCIAL, INC.8,309$410K0.03%+82713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC8,000$395K0.03%-5013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,850$388K0.01%013F-HRTimelineGroup
Bensler, LLC7,810$386K0.04%-1,75013F-HRTimeline
NewEdge Advisors, LLC7,714$381K<0.01%-1,18413F-HRTimeline
PFG Investments, LLC7,598$375K0.02%013F-HRTimeline
GTS SECURITIES LLC7,598$375K0.01%+3,33313F-HRTimeline
Haverford Trust Co7,365$364K<0.01%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC6,929$342K0.01%+1413F-HRTimeline
HARBOUR INVESTMENTS, INC.6,846$338K0.01%+46913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,830$337K<0.01%+5,89013F-HRTimelineGroup
Crescent Grove Advisors, LLC6,591$326K0.03%+1,06113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,553$324K<0.01%-21,49113F-HRTimelineGroup
Valeo Financial Advisors, LLC6,490$321K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,487$320K<0.01%-60,41813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,207$307K<0.01%+1,82313F-HRTimelineGroup
Kraft, Davis & Associates, LLC6,020$304K0.07%013F-HRTimeline
Mason & Associates Inc6,007$297K0.06%+52213F-HRTimeline
HBK Sorce Advisory LLC5,751$290K0.01%-8313F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth5,735$283K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.5,365$265K0.02%-1,34513F-HRTimeline
Prospera Financial Services Inc5,321$263K<0.01%-35,02913F-HRTimeline
Carl P. Sherr & Co., LLC5,276$261K0.12%-4,43913F-HRTimeline
Farther Finance Advisors, LLC5,015$248K<0.01%-1,66013F-HRTimeline
CWM, LLCin group CWM, LLC4,888$241K<0.01%+213F-HRTimelineGroup
COMERICA BANK4,769$236K<0.01%+3,00713F-HRTimeline
Trexquant Investment LP4,631$229K<0.01%new13F-HRTimeline
STEPH & CO4,568$226K0.07%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,531$224K0.01%new13F-HRTimelineGroup
Weaver Capital Management LLC4,504$222K0.05%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC4,500$222K0.14%-75013F-HRTimeline
Bouchey Financial Group, Ltd.4,497$222K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC4,445$220K<0.01%+20013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,383$216K<0.01%013F-HRTimelineGroup
Meridian Financial Advisors, LLC4,265$211K0.12%-2,00013F-HRTimeline
Aviance Capital Partners, LLC4,250$210K0.02%013F-HRTimeline
Joseph P. Lucia & Associates, LLC4,220$208K0.08%013F-HRTimeline
Dakota Wealth Management4,215$208K<0.01%013F-HR/ATimeline
Arkadios Wealth Advisors4,173$206K0.01%+413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,076$201K<0.01%new13F-HRTimeline
AlphaCore Capital LLC3,999$197K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA3,595$178K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,475$172K0.02%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,817$139K<0.01%+113F-HRTimelineGroup
Financial Freedom, LLC2,539$125K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,500$123K<0.01%-2513F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP2,350$116K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,225$110K<0.01%013F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,215$109K<0.01%+35013F-HRTimelineGroup
Wealthspire Advisors, LLC2,140$106K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,050$101K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC2,000$98.8K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Balentine LLC1,940$95.8K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,845$91.1K0.01%013F-HRTimeline
Powell Investment Advisors, LLC1,745$86.2K0.03%013F-HRTimeline
TSFG, LLC1,686$83K0.01%-2813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,646$81.3K<0.01%+1,03113F-HRTimelineGroup
HighMark Wealth Management LLC1,504$74.3K0.03%+113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,490$73.6K<0.01%013F-HRTimelineGroup
Pathway Financial Advisers, LLC1,316$65K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,274$63K0.02%013F-HRTimeline
RMG Wealth Management LLC1,159$59.2K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,200$59K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,035$51.1K<0.01%-30913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,000$49.4K<0.01%013F-HRTimelineGroup
Brentview Investment Management LLC1,000$49.4K0.02%new13F-HRTimeline
WFA of San Diego, LLC985$48.6K0.03%-2413F-HRTimeline
PRIVATE TRUST CO NA925$45.7K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC866$42.8K0.03%013F-HRTimeline
Joseph Group Capital Management815$40.3K0.01%-72,54313F-HRTimeline
IFP Advisors, Inc750$37K<0.01%013F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding711$35.1K-439Timeline
City State Bank625$30.9K0.01%+20013F-HRTimeline
CNB Bank610$30.1K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.500$24.7K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC500$24.7K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.473$23.3K0.02%-7013F-HRTimeline
Register Financial Advisors LLC455$22.5K0.01%013F-HRTimeline
Piscataqua Savings Bank400$19.8K0.02%013F-HRTimeline
IAG Wealth Partners, LLC390$19.3K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC365$18K<0.01%013F-HRTimeline
Strategic Investment Advisors / MI36,608$17.3K<0.01%new13F-HR/ATimeline
Cheviot Value Management, LLC299$15.3K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC298$14K<0.01%+13413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management262$13K<0.01%013F-HRTimelineGroup
MOTCO250$12.3K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC250$12.3K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.250$12.3K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/250$12.3K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.245$12.1K0.01%-56013F-HRTimeline
CX Institutional179$9K<0.01%-6,52313F-HRTimeline
CBIZ Investment Advisory Services, LLC163$8.07K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC160$7.9K0.01%-7,62413F-HR/ATimeline
AE Wealth Management LLC150$7.41K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.150$7.41K<0.01%013F-HRTimeline
Allworth Financial LP145$7.16K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT135$6.67K<0.01%013F-HRTimeline
Imprint Wealth LLC125$6.17K0.02%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …115$5.68K<0.01%13F-HRTimelineGroup
Central Pacific Bank - Trust Division110$5.43K<0.01%013F-HRTimeline
Realta Investment Advisors103$5.07K<0.01%+113F-HRTimeline
GROUP ONE TRADING LLC100$4.94K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.90$4.45K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management65$3K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC60$2.96K<0.01%013F-HRTimeline
Covestor Ltd40$2K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC40$1.99K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL40$1.98K<0.01%-37513F-HRTimeline
Abound Wealth Management4$195<0.01%013F-HRTimeline