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Disclosery

IHF ISHARES TR

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US HLTHCR PR ETF (fund)

197 managers (198 13F filers) reported a position in IHF shares at 2025-12-31, 8,401,079 shares in all. 19 filers opened a position and 21 filers sold out during the quarter.

Managers
197
13F filers
198
New
19
Added
48
Reduced
65
Sold out
21
Shares held by filers
8,401,079

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Sather Financial Group Inc908,958$43.6M2.34%+50,94613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY717,727$34.4M<0.01%-7,77913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA496,190$23.8M<0.01%+49,09613F-HRTimelineGroup
ELEMENT POINTE ADVISORS, LLC405,626$19.4M3.76%+89,72313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS401,000$19.2M0.01%-99,00013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN358,534$17.2M<0.01%-6,10113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/356,234$17.1M<0.01%-19,26313F-HRTimelineGroup
Wharton Business Group, LLC335,810$16.1M0.61%013F-HRTimeline
Kingsview Wealth Management, LLC317,384$15.2M0.22%-34,14213F-HRTimeline
UBS Group AGin group UBS Group AG288,968$13.9M<0.01%+24,66513F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd273,359$13.1M0.13%new13F-HRTimelineGroup
LPL Financial LLC232,071$11.1M<0.01%-7,57213F-HRTimeline
Cetera Investment Advisers211,730$10.2M0.01%-15,73713F-HRTimeline
Federation des caisses Desjardins du Qu…195,488$9.37M0.04%+6,18913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp190,346$9.13M<0.01%-6,64013F-HRTimelineGroup
Private Advisory Group LLC151,112$7.24M0.57%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding149,742$7.18M-17,999Timeline
MERCER GLOBAL ADVISORS INC /ADV127,245$6.1M0.01%-3,12213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC116,933$5.61M<0.01%-96213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…109,446$5.25M<0.01%+29,87813F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC97,812$4.69M<0.01%-17,97513F-HR/ATimelineGroup
Sage Advisory Services, Ltd.Co.94,156$4.51M2.46%+23513F-HRTimeline
MARTIN & CO INC /TN/88,041$4.22M0.72%+2,98813F-HRTimeline
Merit Financial Group, LLC84,867$4.07M0.03%-4,22113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72,144$3.46M<0.01%+16,30013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,142$3.31M<0.01%+5,51713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC61,550$2.95M<0.01%-9,65713F-HRTimeline
LEUTHOLD GROUP, LLC57,746$2.77M0.3%+29,93613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP54,187$2.6M0.03%-3,37813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,817$2.34M<0.01%+42,33013F-HRTimelineGroup
FDx Advisors, Inc.47,009$2.25M1.15%-53513F-HRTimeline
TD Waterhouse Canada Inc.43,811$2.1M0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,764$1.67M<0.01%+4,62413F-HR/ATimelineGroup
HighTower Advisors, LLC34,057$1.63M<0.01%-2,91613F-HRTimeline
Creative Planningin group Creative Planning32,784$1.57M<0.01%-2,30413F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC31,890$1.53M0.26%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,378$1.41M<0.01%-13,85513F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co28,965$1.39M0.08%-77313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,838$1.33M<0.01%-1,60513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,473$1.27M<0.01%new13F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.26,463$1.27M0.01%013F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.25,958$1.24M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,602$1.23M0.01%+98713F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/23,739$1.14M0.11%-1,28013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,317$1.12M<0.01%-23,39313F-HRTimelineGroup
Beacon Pointe Advisors, LLC22,419$1.07M0.01%-31713F-HRTimeline
Janney Montgomery Scott LLC21,199$1.02M<0.01%-22513F-HRTimeline
Cambridge Investment Research Advisors,…20,464$981K<0.01%-20813F-HRTimeline
Sowell Financial Services LLC20,158$966K0.04%+913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.19,704$945K0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC19,109$916K<0.01%+1,75213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,458$885K<0.01%+16,81213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth18,214$873K<0.01%+12,47913F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.16,631$797K0.03%+5,79313F-HRTimeline
Sava Infond d.o.o.16,150$774K0.1%-1,00013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC15,635$750K0.18%-14413F-HRTimeline
Cox Capital Mgt LLC15,146$740K0.46%new13F-HRTimeline
MAI Capital Management15,300$734K<0.01%-19613F-HRTimeline
Steward Partners Investment Advisory, L…15,131$725K<0.01%-33813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,075$723K<0.01%+99613F-HRTimelineGroup
INVESTMENT HOUSE LLC14,816$710K0.03%+19613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,309$686K0.02%-1,07313F-HRTimelineGroup
SCOTIA CAPITAL INC.13,917$667K<0.01%+31913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,654$655K<0.01%-1,92513F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC13,051$626K0.61%-3413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,962$621K<0.01%+1,36213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,415$595K0.01%+39113F-HRTimelineGroup
Evanson Asset Management, LLC12,255$588K0.03%+3813F-HRTimeline
NORTHLAND SECURITIES, INC.11,941$572K0.55%13F-HRTimeline
MML INVESTORS SERVICES, LLC11,787$565K<0.01%-2,43113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,652$559K0.01%-3,08013F-HRTimelineGroup
Caprock Group, LLC11,450$549K0.01%-53313F-HRTimeline
First Heartland Consultants, Inc.10,496$503K0.04%-69813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,347$496K<0.01%+10,09713F-HRTimelineGroup
Cresset Asset Management, LLC10,280$493K<0.01%013F-HRTimeline
Urban Wealth Management, LLC10,220$490K0.46%13F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC10,097$486K0.05%-40713F-HRTimelineGroup
WEDBUSH SECURITIES INC10,031$481K0.01%-1,12013F-HRTimeline
Iowa State Bank10,000$479K0.09%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,924$476K0.01%-2,68313F-HRTimeline
IEQ CAPITAL, LLC9,545$458K<0.01%-1,00013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,285$445K0.01%013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…9,263$444K0.03%+7213F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC8,960$430K0.19%-62013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,584$412K<0.01%new13F-HR/ATimelineGroup
Advisory Services Network, LLC8,553$410K0.01%-30913F-HRTimeline
Mariner, LLCin group Mariner, LLC8,535$409K<0.01%-1,83513F-HRTimelineGroup
FIRST HORIZON CORP8,500$408K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,344$400K0.01%-36013F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC8,000$384K0.04%013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,850$376K0.01%013F-HRTimelineGroup
Bensler, LLC7,810$374K0.04%013F-HRTimeline
Glenview Trust Co7,770$373K0.01%-6,35013F-HRTimeline
Haverford Trust Co7,365$353K<0.01%013F-HRTimeline
PFG Investments, LLC7,173$344K0.02%-42513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,097$340K<0.01%-2,30113F-HRTimelineGroup
Koshinski Asset Management, Inc.7,063$339K0.02%-2,15013F-HRTimeline
KCM INVESTMENT ADVISORS LLC6,957$334K0.01%+2813F-HRTimeline
Purkiss Capital Advisors LLC6,900$331K0.16%-4,35313F-HRTimeline
LANARK FINANCIAL, INC.6,865$329K0.02%-1,44413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,855$329K<0.01%+64813F-HRTimelineGroup
Farther Finance Advisors, LLC6,808$326K<0.01%+1,79313F-HRTimeline
World Investment Advisors6,650$319K0.01%new13F-HR/ATimeline
Arkadios Wealth Advisors6,640$318K0.01%+2,46713F-HRTimeline
Crescent Grove Advisors, LLC6,591$316K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,505$312K0.01%-34113F-HRTimeline
Valeo Financial Advisors, LLC6,490$311K0.01%013F-HRTimeline
Kraft, Davis & Associates, LLC6,020$294K0.07%013F-HRTimeline
AlphaCore Capital LLC6,099$292K0.01%+2,10013F-HRTimeline
Blue Chip Partners, LLC5,829$279K0.02%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,777$277K0.01%new13F-HRTimelineGroup
Mason & Associates Inc5,485$263K0.05%-52213F-HRTimeline
Sunbelt Securities, Inc.5,375$258K0.02%+1013F-HRTimeline
Prospera Financial Services Inc5,321$255K<0.01%013F-HRTimeline
HBK Sorce Advisory LLC5,629$254K0.01%-12213F-HRTimeline
Dakota Wealth Management4,735$227K<0.01%+52013F-HR/ATimeline
COMERICA BANK4,531$217K<0.01%-23813F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC4,500$216K0.13%013F-HRTimeline
Bouchey Financial Group, Ltd.4,497$216K0.02%013F-HRTimeline
Weaver Capital Management LLC4,479$215K0.05%-2513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,383$210K<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,290$206K<0.01%+21413F-HRTimeline
Aviance Capital Partners, LLC4,250$204K0.02%013F-HRTimeline
Joseph P. Lucia & Associates, LLC4,220$202K0.07%013F-HRTimeline
CWM, LLCin group CWM, LLC4,215$202K<0.01%-67313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,124$198K<0.01%+4,03413F-HRTimelineGroup
BOKF, NAin group BOKF, NA3,595$172K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,340$160K<0.01%-3,49013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,816$135K<0.01%-113F-HRTimelineGroup
SIMPLEX TRADING, LLC2,712$130K<0.01%+2,41413F-HRTimeline
Commonwealth Retirement Investments LLC2,693$129K0.04%new13F-HRTimeline
Financial Freedom, LLC2,539$122K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,500$120K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP2,350$113K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,050$98.3K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,993$95.5K<0.01%-22213F-HRTimelineGroup
Balentine LLC1,940$93K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,845$88.5K0.01%013F-HRTimeline
Powell Investment Advisors, LLC1,745$83.7K0.03%013F-HRTimeline
TSFG, LLC1,594$76K0.01%-9213F-HRTimeline
HighMark Wealth Management LLC1,507$72.3K0.03%+313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,490$71.4K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,274$61K0.02%013F-HRTimeline
Smartleaf Asset Management LLC1,200$57.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,035$49.6K<0.01%013F-HRTimeline
Brentview Investment Management LLC1,000$47.9K0.02%013F-HRTimeline
High Point Wealth Management, LLC1,000$47.9K0.05%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,000$47.9K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…995$47.7K0.01%13F-HRTimeline
WFA of San Diego, LLC979$46.9K0.03%-613F-HRTimeline
PRIVATE TRUST CO NA925$44.3K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…867$41.6K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC866$41.5K0.03%013F-HRTimeline
Joseph Group Capital Management815$39.1K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.805$38.6K0.01%+56013F-HRTimeline
WealthShield Partners, LLC781$37.4K<0.01%new13F-HRTimeline
Arax Advisory Partners725$34.8K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…712$34.2K<0.01%+113F-HRTimelineGroup
Strive Financial Group ,LLC670$32.1K0.02%13F-HR/ATimeline
City State Bank625$30K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC613$29.4K<0.01%+36313F-HRTimeline
CNB Bank610$29.2K0.01%013F-HRTimeline
IFP Advisors, Inc500$24K<0.01%-25013F-HRTimeline
SOA Wealth Advisors, LLC.500$24K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC500$24K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.475$22.7K0.02%+213F-HRTimeline
Register Financial Advisors LLC455$21.8K0.01%013F-HRTimeline
Piscataqua Savings Bank400$19.2K0.01%013F-HRTimeline
IAG Wealth Partners, LLC390$18.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC376$18K<0.01%+1113F-HRTimeline
Cheviot Value Management, LLC299$13.7K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management263$12.6K<0.01%+113F-HRTimelineGroup
MOTCO250$12K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.250$12K<0.01%013F-HRTimeline
Vision Retirement, LLC250$12K<0.01%13F-HRTimeline
Realta Investment Advisors206$9.88K<0.01%+10313F-HRTimeline
IMG Wealth Management, Inc.206$9.88K0.01%new13F-HRTimeline
CX Institutional180$9K<0.01%+113F-HRTimeline
CBIZ Investment Advisory Services, LLC164$7.86K<0.01%+113F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC160$7.67K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.150$7.19K<0.01%013F-HRTimeline
NewEdge Advisors, LLC150$7.19K<0.01%-7,56413F-HRTimeline
AE Wealth Management LLC150$7.19K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.150$7.19K<0.01%new13F-HRTimeline
Allworth Financial LP145$6.95K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT135$6.47K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC120$5.75K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …115$5.51K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division110$5.27K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.100$4.79K<0.01%13F-HRTimeline
Portfolio Resources Advisor Group, Inc.45$2.16K<0.01%13F-HRTimeline
Covestor Ltd40$2K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC40$1.93K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL40$1.92K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC25$1.2K<0.01%-3513F-HRTimeline
Abound Wealth Management4$190<0.01%013F-HRTimeline
HOWE & RUSLING INC3$144<0.01%new13F-HRTimeline