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Disclosery

IYH ISHARES TR

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US HLTHCARE ETF (fund)

520 managers (529 13F filers) reported a position in IYH shares at 2026-06-30, 23,032,086 shares in all. 54 filers opened a position and 37 filers sold out during the quarter.

Managers
520
13F filers
529
New
54
Added
137
Reduced
155
Sold out
37
Shares held by filers
23,032,086

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
UBS Group AGgroup of 2 filers holding2,582,363$173M+51,574Timeline
MORGAN STANLEYin group MORGAN STANLEY2,203,857$148M0.01%-25,00013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,527,301$102M0.01%-2,20713F-HRTimelineGroup
LPL Financial LLC1,482,478$99.3M0.02%+70,43213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,054,594$70.7M0.89%-13,85913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,029,546$69M0.04%+26,29313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN915,094$61.3M0.01%-131,64813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA849,727$56.9M0.01%-50,08913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC756,281$50.7M0.01%+84,57713F-HRTimelineGroup
OAKWORTH CAPITAL, INC.609,679$41M1.95%+192,44613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC590,123$39.5M<0.01%-104,33213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding440,730$29.5M-2,624Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.373,872$25.1M0.03%-2,30913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC322,764$21.6M0.03%-27,26913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC278,971$18.7M<0.01%+6,45313F-HRTimelineGroup
HighTower Advisors, LLC268,677$18M0.02%-19,31813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP192,084$13M0.01%+15,11713F-HRTimelineGroup
Cetera Investment Advisers183,420$12.3M0.01%-22,65413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC173,804$11.6M0.07%-11,30713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO165,234$11.2M<0.01%+29,10413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…163,818$11M0.09%+15,23213F-HRTimelineGroup
CONSOLIDATED CAPITAL MANAGEMENT, LLC157,311$10.5M2.81%+2,67713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.156,064$10.5M1.36%+26,48613F-HRTimeline
Steward Partners Investment Advisory, L…126,850$8.5M0.04%+15,51713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP119,875$8.03M0.09%+1,44713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,724$7.82M<0.01%-15,14613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…115,423$7.74M0.04%-1,59713F-HRTimelineGroup
SP Asset Management LLC102,390$6.86M0.55%-1113F-HRTimeline
Ninety One SA (Pty) Ltd102,200$6.85M0.37%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS95,379$6.39M0.01%+71,52113F-HRTimeline
First Citizens Financial Corp92,717$6.21M2.6%-16313F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI90,190$6.04M0.04%+60,56013F-HRTimelineGroup
Cambridge Investment Research Advisors,…84,602$5.67M0.01%-1,92513F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/81,135$5.44M<0.01%-5,67513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.79,645$5.34M0.03%+3,96713F-HRTimelineGroup
Gerald Baker Financial Group LLC79,533$5.33M1.52%+2,60513F-HRTimeline
FORTE ASSET MANAGEMENT LLC77,580$5.2M2.12%+11,62813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,115$5.17M<0.01%+6,00713F-HRTimelineGroup
Stillwater Capital Advisors, LLC73,540$4.93M0.5%-58013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC71,435$4.79M0.7%-64013F-HRTimeline
HC Advisors, LLC69,580$4.66M2.83%-2,74913F-HRTimeline
Capital Investment Advisors, LLC68,063$4.56M0.06%-1,17913F-HRTimeline
Private Advisor Group, LLC64,414$4.32M0.02%-56,77313F-HRTimeline
Lighthouse Financial LLC63,024$4.22M2.19%-19913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,535$3.79M<0.01%-16,26113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC55,543$3.72M0.01%+7,61013F-HRTimeline
Sowa Financial Group, Inc.55,039$3.69M1.72%-2,38313F-HRTimeline
National Philanthropic Trust54,427$3.65M0.05%+1,26213F-HRTimeline
Sanctuary Advisors, LLC53,838$3.61M0.02%+8413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,744$3.58M0.01%-64713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,412$3.58M<0.01%+36,91313F-HRTimelineGroup
FMR LLCin group FMR LLC53,041$3.55M<0.01%+7,41313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…52,020$3.49M0.01%-2,45113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/50,890$3.41M<0.01%-3,82613F-HRTimelineGroup
Creative Planningin group Creative Planning50,058$3.35M<0.01%-34613F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …49,200$3.3M<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…47,015$3.15M<0.01%-2,02113F-HRTimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.46,017$3.08M0.44%-67013F-HRTimeline
Ethos Financial Group, LLC45,001$3.02M0.2%-74513F-HRTimeline
Mine & Arao Wealth Creation & Managemen…44,401$2.98M1.08%+1,02013F-HRTimeline
J.W. COLE ADVISORS, INC.42,844$2.87M0.05%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP42,584$2.85M<0.01%new13F-HRTimelineGroup
LOM Asset Management Ltd42,439$2.84M0.73%+61713F-HRTimeline
Smartleaf Asset Management LLC41,095$2.79M0.09%013F-HRTimeline
Conservest Capital Advisors, Inc.40,897$2.74M0.22%+11213F-HRTimeline
Simplicity Wealth,LLC39,866$2.67M0.09%new13F-HRTimeline
Laurel Wealth Advisors LLC38,497$2.58M0.25%+10113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding37,790$2.53M+2,012Timeline
MONEY CONCEPTS CAPITAL CORP37,430$2.51M0.12%+31013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,947$2.41M0.05%+28,62813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,075$2.35M<0.01%-2,26113F-HRTimelineGroup
Janney Montgomery Scott LLC34,750$2.33M<0.01%+1,17313F-HRTimeline
Gladstone Institutional Advisory LLC34,361$2.3M0.07%+29113F-HRTimeline
Essex LLC34,140$2.29M0.35%-98113F-HRTimeline
Arax Advisory Partners33,629$2.25M0.01%+26,52813F-HRTimeline
Empirical Asset Management, LLC33,476$2.24M0.51%-1,99413F-HRTimeline
NWF Advisory Services Inc.32,437$2.17M0.2%-12313F-HRTimeline
Quest 10 Wealth Builders, Inc.31,694$2.12M1.65%-51313F-HRTimeline
Arkadios Wealth Advisors31,113$2.08M0.03%-26613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC29,989$2.01M0.04%+1,10713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,840$2M0.01%+74513F-HRTimeline
MGO ONE SEVEN LLC29,712$1.99M0.03%-7,52313F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC29,093$1.95M0.9%-11413F-HRTimeline
Audent Global Asset Management, LLC28,844$1.93M2.16%-18,11413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,762$1.86M<0.01%+1,45013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,592$1.85M<0.01%+1,87513F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.27,470$1.84M0.15%013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding27,419$1.84M+13,794Timeline
Focus Partners Wealthgroup of 2 filers holding27,242$1.83M+5,636Timeline
CIBC WORLD MARKET INC.27,014$1.81M<0.01%-36913F-HRTimeline
NewEdge Advisors, LLC26,480$1.77M0.01%+84813F-HRTimeline
CORRADO ADVISORS, LLC26,382$1.77M0.81%+50513F-HRTimeline
DAVENPORT & Co LLC26,354$1.77M0.01%-21513F-HRTimeline
&PARTNERS25,697$1.72M0.01%-49213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,895$1.67M<0.01%+1,89313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,268$1.63M<0.01%+8,26313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP24,146$1.62M<0.01%+1,96213F-HRTimelineGroup
TD Waterhouse Canada Inc.23,911$1.61M<0.01%-53513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,592$1.58M0.01%-37713F-HRTimelineGroup
Virtue Capital Management, LLC23,458$1.57M0.21%-2,06713F-HRTimeline
Merkkuri Wealth Advisors LLC23,126$1.55M0.96%+4,81613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,087$1.55M<0.01%-2,03913F-HR/ATimeline
Valmark Advisers, Inc.22,724$1.52M0.02%-14913F-HRTimeline
Sankala Group LLC21,008$1.51M1.01%+3,03013F-HRTimeline
Mariner, LLCin group Mariner, LLC22,070$1.48M<0.01%-29,66913F-HRTimelineGroup
Kovack Advisors, Inc.21,917$1.48M0.07%+6613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,998$1.47M0.01%-8,82213F-HRTimelineGroup
Quantinno Capital Management LP21,642$1.45M<0.01%-46513F-HRTimeline
Y-Intercept (Hong Kong) Ltd21,401$1.43M0.03%new13F-HRTimeline
Simmons Bankin group Simmons Bank21,060$1.41M0.08%013F-HRTimelineGroup
Sigma Planning Corp21,015$1.41M0.04%-1,75313F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC20,910$1.4M0.65%013F-HRTimeline
Prospera Financial Services Inc20,070$1.35M0.02%+1,36513F-HRTimeline
Adams Wealth Management19,830$1.33M0.25%-32313F-HRTimeline
CacheTech Inc.19,830$1.33M0.22%-32313F-HRTimeline
SCOTIA CAPITAL INC.19,614$1.31M<0.01%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL19,196$1.29M0.01%new13F-HRTimeline
BANQUE PICTET & CIE SA19,088$1.28M0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…18,993$1.27M0.02%+2713F-HRTimelineGroup
SMITH, MOORE & CO.18,620$1.25M0.08%-13313F-HRTimeline
MAI Capital Management18,363$1.23M<0.01%+1,57013F-HRTimeline
Beacon Pointe Advisors, LLC18,280$1.22M0.01%-16313F-HRTimeline
Lakeshore Capital Group, Inc.18,139$1.22M0.9%-5213F-HRTimeline
GFS Advisors, LLC2,800$1.17M0.18%new13F-HR/ATimeline
VestGen Advisors, LLC17,426$1.17M0.03%-47513F-HRTimeline
PINNACLE ASSOCIATES LTD17,392$1.17M0.01%+32513F-HRTimeline
WCG Wealth Advisors LLC17,376$1.16M0.03%-17113F-HRTimeline
Apella Capital, LLC16,709$1.16M0.02%013F-HRTimeline
IFG Advisory, LLC16,976$1.14M0.04%new13F-HRTimeline
NorthRock Partners, LLC16,833$1.13M0.02%-14213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC18,161$1.12M0.14%013F-HRTimeline
Asset One Wealth Management LLC16,533$1.1M0.12%+91413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC16,345$1.1M0.1%-43913F-HRTimeline
Cresset Asset Management, LLC16,317$1.09M<0.01%+3,40913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding16,126$1.08M+934Timeline
OneDigital Investment Advisors LLC16,078$1.08M0.01%-2,27013F-HRTimeline
Sovran Advisors, LLC15,279$1.07M0.08%+10313F-HRTimeline
My Personal CFO, LLC16,000$1.07M0.42%-2,00013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC15,800$1.06M0.64%013F-HRTimeline
WESBANCO BANK INC15,625$1.05M0.03%+5,24013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,416$1.03M<0.01%-4,08413F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC15,039$1.01M0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL15,040$1.01M<0.01%+1,60813F-HRTimeline
AFT, FORSYTH & COMPANY, INC.15,024$1.01M0.48%-39913F-HRTimeline
Worth Financial Advisory Group, LLC15,002$1.01M0.42%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,900$998K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.14,870$996K0.17%-47013F-HRTimeline
Glass Jacobson Investment Advisors llc14,863$996K0.31%-1,06913F-HRTimeline
IFP Advisors, Inc14,566$976K0.02%+10513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,539$974K0.01%013F-HRTimeline
Indivisible Partners14,539$974K0.06%+62413F-HRTimeline
Haverford Trust Co14,410$966K0.01%013F-HRTimeline
Glenview Trust Co14,393$964K0.01%-77913F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,065$942K<0.01%-1,03813F-HRTimelineGroup
Oxinas Partners, LLC13,980$937K0.37%-50113F-HRTimeline
Royal Fund Management, LLC13,806$925K0.08%-1,93913F-HRTimeline
Climber Capital SA19,064$917K0.56%+3,23513F-HRTimeline
Claro Advisors Inc.13,643$914K0.1%+70313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,519$906K0.01%+413F-HRTimeline
High Point Wealth Management, LLC13,414$899K0.74%-39413F-HRTimeline
FOCUSED ALPHA, LLC13,196$884K0.23%+5,00013F-HRTimeline
Bond & Devick Financial Network, Inc.13,188$884K0.22%013F-HRTimeline
Bellwether Advisors, LLC13,169$882K0.13%013F-HRTimeline
V2 Financial group LLC13,000$871K0.32%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,909$865K0.02%+1,74013F-HRTimelineGroup
Advisory Services Network, LLC12,717$852K0.01%+27713F-HRTimeline
Federation des caisses Desjardins du Qu…12,708$852K<0.01%-1,71513F-HRTimeline
CHOREO, LLC12,652$848K0.01%-19113F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,596$844K0.12%-4513F-HRTimeline
Sowell Financial Services LLC12,568$842K0.03%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC12,486$837K<0.01%013F-HRTimelineGroup
Heritage Wealth Advisors12,368$829K0.03%013F-HRTimeline
Wealthspire Advisors, LLC12,349$827K<0.01%+3,73113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding12,134$813K-2,191Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,060$808K<0.01%+66113F-HRTimeline
Regal Investment Advisors LLC11,849$794K0.04%+10113F-HRTimeline
Boreal Capital Management LLC11,695$784K0.58%013F-HRTimeline
Integrated Wealth Concepts LLC11,664$782K<0.01%-2,15113F-HRTimeline
Farther Finance Advisors, LLC11,628$780K0.01%-7,88813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,453$767K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,189$750K0.02%+6,46513F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC10,924$744K0.09%13F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC11,085$743K0.19%-2,17313F-HRTimeline
Qube Research & Technologies Ltd11,080$742K<0.01%+6,26913F-HRTimeline
Sachetta, LLC11,033$739K0.36%+95813F-HRTimeline
Asempa Wealth Advisors11,022$739K0.56%-1613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.10,611$711K0.01%-47213F-HRTimeline
Waterloo Capital, L.P.10,404$697K0.04%+2513F-HRTimeline
Owen LaRue, LLC10,118$678K0.24%+1,68813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,062$674K0.01%-1413F-HRTimelineGroup
HighPoint Advisor Group LLC10,061$674K0.02%-1,11413F-HRTimeline
CFM WEALTH PARTNERS LLC10,060$674K0.09%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,055$674K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC10,000$670K0.03%013F-HRTimeline
American State Bank (Iowa)9,915$664K0.27%013F-HRTimeline
Valor Advisors LLC9,875$662K0.49%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,596$643K0.01%-136,06113F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.9,550$640K<0.01%-92713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…9,446$633K0.01%-21313F-HRTimelineGroup
TIAAgroup of 3 filers holding9,413$631K+4,833Timeline