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Disclosery

IYH ISHARES TR

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US HLTHCARE ETF (fund)

525 managers (534 13F filers) reported a position in IYH shares at 2026-06-30, 23,034,309 shares in all. 55 filers opened a position and 37 filers sold out during the quarter.

Managers
525
13F filers
534
New
55
Added
137
Reduced
155
Sold out
37
Shares held by filers
23,034,309

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
Carnegie Investment Counsel9,370$628K0.01%-20013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,320$625K0.01%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,316$624K0.04%-8813F-HRTimeline
Moors & Cabot, Inc.9,299$623K0.02%-713F-HRTimeline
Thomasville National Bank9,275$622K0.03%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,231$619K0.02%+47913F-HRTimeline
Black Swift Group, LLC9,175$615K0.09%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO9,175$615K0.01%013F-HRTimeline
Symphony Financial Services, Inc.9,170$614K0.28%-32513F-HRTimeline
Acropolis Investment Management, LLC9,070$608K0.02%013F-HR/ATimeline
Wealthspire Retirement, LLC9,000$603K0.03%013F-HRTimeline
COZAD ASSET MANAGEMENT INC8,981$602K0.04%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,905$597K<0.01%+1,12013F-HRTimelineGroup
Caprock Group, LLC8,800$590K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC8,589$576K0.01%-1,50113F-HRTimeline
Retirement Planning Group, LLC8,432$565K0.01%+94313F-HRTimeline
Integrated Wealth Concepts LLC8,404$563K<0.01%-5,41113F-HR/ATimeline
Snowden Capital Advisors LLC8,393$562K0.01%-48913F-HRTimeline
Indie Asset Partners, LLC8,355$560K0.54%+14913F-HRTimeline
PLANNING DIRECTIONS INC8,348$559K0.26%-44413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,231$552K<0.01%+6,42713F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP8,096$543K0.02%new13F-HRTimeline
Finley Financial, LLC8,025$538K0.22%-1,10013F-HRTimeline
RWA WEALTH PARTNERS, LLC7,970$534K0.01%+3,09313F-HRTimeline
NAVELLIER & ASSOCIATES INC7,930$531K0.04%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding7,890$529K-89,642Timeline
HARBOR INVESTMENT ADVISORY, LLC7,835$525K0.04%013F-HRTimeline
Sage Capital Management, LLC7,768$521K0.2%+1913F-HRTimeline
Aptus Capital Advisors, LLC7,742$519K<0.01%+513F-HRTimeline
Brookwood Investment Group LLC7,680$515K0.06%-26113F-HRTimeline
Merit Financial Group, LLC7,575$508K<0.01%+9013F-HR/ATimeline
Mutual Advisors, LLC7,491$502K0.01%-2,03613F-HRTimeline
Procyon Advisors, LLC7,478$501K0.02%+22813F-HRTimeline
Moment Partners, LLC7,375$494K0.09%013F-HRTimeline
Archer Investment Corp7,371$494K0.09%+113F-HR/ATimeline
Advisor Resource Council7,003$480K0.16%-34913F-HRTimeline
EP Wealth Advisors, LLC7,145$479K<0.01%-26113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,875$478K0.01%-75013F-HRTimeline
Perigon Wealth Management, LLC7,129$478K0.01%-24113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,071$474K0.01%013F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC7,055$473K0.27%013F-HRTimeline
Jacobs Equity LLC7,035$471K0.33%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO7,011$470K<0.01%+2,50013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.6,986$468K<0.01%+2,86413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,965$467K<0.01%+1,30313F-HRTimelineGroup
MRA Advisory Group6,935$465K0.17%+413F-HRTimeline
Weaver Consulting Group6,838$458K0.09%013F-HRTimeline
Manchester Capital Management LLC6,665$447K0.06%-11413F-HRTimeline
Athena Investment Management6,546$439K0.26%013F-HRTimeline
Kelsey Financial, LLC6,500$436K0.33%013F-HRTimeline
American Financial Advisors, LLC6,466$433K0.05%-49013F-HRTimeline
Armor Investment Advisors, LLC6,464$433K0.14%-91513F-HRTimeline
AMERIFLEX GROUP, INC.6,407$429K0.18%-28213F-HRTimeline
Counterweight Ventures, LLC6,154$412K0.21%013F-HRTimeline
First Heartland Consultants, Inc.6,113$410K0.03%+713F-HRTimeline
North Star Investment Management Corp.6,105$409K0.02%013F-HRTimeline
Millennium Capital Advisors, LLC6,100$409K0.22%-10013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV6,076$407K0.07%013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,497$400K0.02%-813F-HRTimeline
Visionary Wealth Advisors5,932$398K0.02%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO5,873$394K0.03%+1513F-HRTimeline
Allworth Financial LP5,832$391K<0.01%-89513F-HRTimeline
Meridian Wealth Management, LLC5,785$388K0.01%+313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,594$384K<0.01%+37513F-HRTimeline
GARRISON POINT ADVISORS, LLC5,705$382K0.16%-30113F-HRTimeline
Palisades Hudson Asset Management, L.P.5,692$381K0.13%-37513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,652$379K0.01%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,647$378K0.01%013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC5,639$378K0.04%new13F-HRTimeline
HB Wealth Management, LLC5,634$378K<0.01%+31613F-HRTimeline
Larson Financial Group LLC5,614$376K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST5,612$376K0.11%-21313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,590$375K0.01%-15013F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC5,526$370K0.01%-98213F-HRTimeline
HARBOUR INVESTMENTS, INC.5,506$369K<0.01%+313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,500$369K0.01%013F-HRTimeline
Colorado Capital Management, Inc.5,455$366K0.12%013F-HRTimeline
IEQ CAPITAL, LLC5,460$366K<0.01%-1,05613F-HRTimeline
Principle Wealth Partners LLC5,435$364K0.02%013F-HRTimeline
August Group Capital Ltd5,429$364K0.4%013F-HRTimeline
Summit Financial, LLC5,396$362K<0.01%-21313F-HRTimeline
TPG Advisors LLC5,375$360K0.2%013F-HRTimeline
Arrowroot Family Office, LLC5,359$359K0.1%013F-HRTimeline
Savvy Advisors, Inc.5,322$357K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.5,257$352K0.01%-4,49813F-HRTimeline
Ignite Planners, LLC5,211$349K0.05%-58213F-HRTimeline
BAILARD, INC.5,150$345K0.01%013F-HRTimeline
Redwood Financial Network Corp5,144$345K0.19%+31413F-HRTimeline
Christensen, King & Associates Investme…5,111$343K0.14%013F-HRTimeline
Waverly Advisors, LLC5,061$339K<0.01%new13F-HRTimeline
PW Nova Financial Services LLC5,005$335K0.07%+10513F-HRTimeline
MERIDIAN MANAGEMENT CO5,000$335K0.08%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,000$335K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,940$331K0.01%+313F-HRTimelineGroup
Chicago Partners Investment Group LLC4,853$330K0.01%+713F-HRTimeline
Rollins Financial Advisors, LLC4,908$329K0.04%-1,57613F-HRTimeline
TWO SIGMA SECURITIES, LLC4,881$327K0.03%+48013F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,879$327K0.03%013F-HRTimeline
Midwest Trust Co4,875$327K<0.01%013F-HRTimeline
Focus Financial Network, Inc.4,866$326K0.01%-46113F-HRTimeline
LJI Wealth Management, LLC4,849$325K0.05%013F-HRTimeline
COURIER CAPITAL LLC4,811$322K0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,806$322K0.03%+1313F-HRTimeline
CoreCap Advisors, LLC4,801$322K0.01%-24,43113F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC4,782$320K0.11%013F-HRTimeline
Arbor Investment Advisors, LLC4,780$320K0.04%013F-HRTimeline
Mesirow Financial Investment Management…4,723$317K<0.01%-3313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,706$315K0.1%-113F-HRTimeline
Sequoia Financial Advisors, LLC4,681$314K<0.01%+1213F-HRTimeline
Milestones Private Investment Advisors …4,679$314K0.25%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,663$312K0.01%-22513F-HRTimelineGroup
Summit Wealth Group, LLC4,663$312K0.06%-23913F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …4,653$312K0.02%new13F-HRTimelineGroup
Whitener Capital Management, Inc.4,566$306K0.06%+43213F-HRTimeline
Medallion Wealth Advisors, LLC4,548$305K0.1%-14313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,545$305K0.02%new13F-HRTimeline
KKM Financial LLC4,540$304K0.04%013F-HRTimeline
Key Client Fiduciary Advisors, LLC4,515$303K0.09%-53613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,492$302K<0.01%+62213F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…4,496$301K<0.01%-95813F-HRTimeline
Maxele Advisors, LLC4,493$301K0.21%13F-HRTimeline
D.A. DAVIDSON & CO.4,475$300K<0.01%-6,45813F-HRTimeline
Stronghold Wealth Management L.L.C.4,466$299K0.4%-7513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,462$299K<0.01%+2513F-HRTimelineGroup
Clearstead Advisors, LLC4,428$297K<0.01%013F-HRTimeline
Sharper & Granite LLC4,375$293K0.09%013F-HRTimeline
Capital Investment Advisory Services, L…4,312$289K0.02%-1,13013F-HRTimeline
Gotham Asset Management, LLC4,307$289K<0.01%013F-HRTimeline
Baker Avenue Asset Management, LP4,300$288K0.01%-3,42013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,265$286K0.11%013F-HRTimeline
Legacy Advisors, LLC4,250$285K0.03%013F-HRTimeline
CERTUITY, LLC4,215$282K0.01%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,201$282K0.01%013F-HRTimeline
Blackston Financial Advisory Group, LLC4,180$280K0.16%-5013F-HRTimeline
FIRST MERCHANTS CORP4,169$279K0.01%013F-HRTimeline
Keel Point, LLC4,147$278K0.02%013F-HRTimeline
Sunburst Financial Group, LLC4,128$277K0.05%+213F-HRTimeline
Fisher Asset Management, LLC4,127$277K<0.01%+1113F-HRTimeline
Pingora Partners LLC4,086$274K0.16%-80013F-HRTimeline
Fort Sheridan Advisors LLC4,060$272K0.03%013F-HRTimeline
Modera Wealth Management, LLC4,018$269K<0.01%-41613F-HRTimeline
LCNB CORP4,000$268K0.08%013F-HRTimeline
SONATA CAPITAL GROUP INC4,000$268K0.09%013F-HRTimeline
Karnit Road Accident Victims Compensati…4,000$268K0.15%013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,940$264K0.01%013F-HRTimeline
Independent Advisor Alliance3,932$263K0.01%-6,46713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,919$263K0.06%013F-HRTimeline
Joseph P. Lucia & Associates, LLC3,870$259K0.08%013F-HRTimeline
Strategic Advocates LLC3,866$259K1%-2,70313F-HRTimeline
Parallel Advisors, LLC3,815$256K<0.01%-19813F-HRTimeline
JFS WEALTH ADVISORS, LLC3,815$256K0.01%013F-HRTimeline
Narwhal Capital Management3,750$251K0.02%013F-HRTimeline
Harbour Trust & Investment Management Co3,750$251K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,671$248K0.01%+1,72613F-HRTimeline
AlphaCore Capital LLC3,684$247K<0.01%-2513F-HRTimeline
Kaydan Wealth Management, Inc.3,681$247K0.08%013F-HRTimeline
Argyle Capital Partners, LLC3,653$245K0.15%new13F-HRTimeline
PATTEN & PATTEN INC/TN3,650$245K0.01%+25013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,650$245K0.01%013F-HRTimeline
Round Rock Advisors LLC3,641$244K0.03%013F-HRTimeline
Atlas Brown,Inc.3,637$244K0.07%+913F-HRTimeline
Ridge Creek Global, Inc3,615$242K0.19%013F-HRTimeline
Csenge Advisory Group3,593$241K0.01%-6513F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp3,589$240K<0.01%013F-HRTimelineGroup
PFG Investments, LLC3,519$236K0.01%013F-HRTimeline
Smith Salley Wealth Management3,510$235K0.01%013F-HRTimeline
Guidance Point Advisors, LLC3,462$232K0.05%-16113F-HRTimeline
Cornerstone Wealth Management, LLC3,406$228K0.01%+8813F-HRTimeline
Kingsview Wealth Management, LLC3,402$228K<0.01%+8513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,364$225K<0.01%+10013F-HRTimelineGroup
Pavion Blue Capital, LLC3,350$224K0.09%013F-HRTimeline
Plante Moran Financial Advisors, LLC3,335$223K0.01%013F-HRTimeline
Bedel Financial Consulting, Inc.3,327$223K0.02%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,292$221K0.01%new13F-HRTimeline
Resurgent Financial Advisors LLC3,266$219K0.06%new13F-HRTimeline
Keystone Wealth Services, LLC3,260$218K0.04%-38513F-HRTimeline
Sanchez Gaunt Capital Management, LLC3,260$218K0.12%013F-HRTimeline
Clare Market Investments LLC3,250$218K0.04%013F-HRTimeline
Marshall Financial Group, LLC3,248$218K0.03%new13F-HRTimeline
GEM Asset Management, LLC3,246$218K0.09%new13F-HRTimeline
Compound Planning, Inc.3,244$217K0.01%-113F-HRTimeline
Samalin Investment Counsel, LLC3,223$216K0.07%new13F-HRTimeline
Collaborative Wealth Managment Inc.3,200$214K0.09%-27013F-HRTimeline
Western Wealth Management, LLC3,173$213K0.01%new13F-HRTimeline
Almanack Investment Partners, LLC.3,155$211K0.03%new13F-HRTimeline
PARK NATIONAL CORP /OH/3,150$211K0.01%new13F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO3,150$211K0.02%013F-HRTimelineGroup
Keebeck Wealth Management3,141$210K0.02%new13F-HRTimeline
IHT Wealth Management, LLC3,115$209K<0.01%-1,02113F-HRTimeline
Valeo Financial Advisors, LLC3,086$207K<0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,072$206K<0.01%new13F-HRTimelineGroup
Unified Investment Management3,065$205K0.19%new13F-HRTimeline
Capital Squared Financial LLC3,055$205K0.13%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,000$203K0.03%new13F-HRTimeline
Composition Wealth, LLC3,023$203K<0.01%new13F-HRTimeline
SEMITAM BONAM LLC3,013$202K0.15%new13F-HRTimeline
Cadent Capital Advisors, LLC3,000$201K0.04%new13F-HRTimeline
PROMETHIUM ADVISORS,LLC3,000$201K0.1%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,925$196K<0.01%+2,86013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,779$186K<0.01%-47113F-HRTimelineGroup