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Disclosery

IYH ISHARES TR

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US HLTHCARE ETF (fund)

505 managers (507 13F filers) reported a position in IYH shares at 2024-12-31, 23,541,906 shares in all. 28 filers opened a position and 57 filers sold out during the quarter.

Managers
505
13F filers
507
New
28
Added
128
Reduced
157
Sold out
57
Shares held by filers
23,541,906

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
COZAD ASSET MANAGEMENT INC10,115$589K0.05%013F-HRTimeline
CFM WEALTH PARTNERS LLC10,060$586K0.1%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,055$586K0.04%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…10,009$583K0.04%-13,04913F-HRTimeline
MONTAG A & ASSOCIATES INC10,000$583K0.03%013F-HRTimeline
Qube Research & Technologies Ltd9,954$580K<0.01%-11,91013F-HRTimeline
Blackston Financial Advisory Group, LLC9,903$577K0.29%-3,54813F-HRTimeline
Tranquility Partners, LLC9,768$569K0.21%013F-HRTimeline
Granite FO LLC9,767$569K0.33%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,484$564K<0.01%+67813F-HRTimelineGroup
EP Wealth Advisors, LLC9,676$564K<0.01%-60513F-HRTimeline
Summit Financial, LLC9,507$554K0.02%-2,65913F-HRTimeline
Gray Wealth Management Inc.9,484$553K0.21%+313F-HRTimeline
Coastal Bridge Advisors, LLC9,415$549K0.14%013F-HRTimeline
&PARTNERS9,297$548K0.01%+1,54013F-HRTimeline
Symphony Financial Services, Inc.9,264$540K0.43%+5013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,214$537K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,209$537K<0.01%-6,14213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,192$536K0.01%-84513F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC9,111$531K0.24%013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC9,110$531K0.09%-70213F-HRTimeline
CWA Asset Management Group, LLC9,026$526K0.03%-8013F-HRTimeline
Armor Investment Advisors, LLC8,977$523K0.22%013F-HRTimeline
Prosperity Consulting Group, LLC8,895$518K0.04%-93313F-HRTimeline
RWA WEALTH PARTNERS, LLC8,859$516K0.01%+1913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,791$512K0.02%-72213F-HR/ATimeline
Archer Investment Corp8,616$502K0.13%-1,42113F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…8,508$496K0.18%+3913F-HRTimeline
Geneos Wealth Management Inc.8,415$490K0.02%+10113F-HRTimeline
Thomasville National Bank8,355$487K0.04%013F-HRTimeline
Wealthspire Advisors, LLC8,307$484K<0.01%-11,99013F-HRTimeline
Mill Creek Capital Advisors, LLC8,250$481K0.01%-60513F-HRTimeline
Laidlaw Wealth Management LLC8,148$475K0.21%+21513F-HRTimeline
Procyon Advisors, LLC8,140$474K0.03%013F-HRTimeline
Weaver Consulting Group8,110$473K0.15%+2,45013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC8,060$470K0.04%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,043$469K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,994$466K0.01%-1,16713F-HRTimelineGroup
Aptus Capital Advisors, LLC7,697$449K0.01%+4713F-HRTimeline
WEDBUSH SECURITIES INC7,687$448K0.02%-4,07413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…7,400$446K0.03%-33513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,625$444K0.01%013F-HRTimeline
Essential Planning, LLC.7,150$442K<0.01%new13F-HRTimeline
Principle Wealth Partners LLC7,535$439K0.03%013F-HRTimeline
Moment Partners, LLC7,375$430K0.08%13F-HRTimeline
Millennium Capital Advisors, LLC7,100$414K0.28%-35013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,055$411K0.35%013F-HRTimeline
MRA Advisory Group6,906$402K0.21%-1,52513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,804$396K0.01%-14413F-HRTimelineGroup
Manchester Capital Management LLC6,779$395K0.05%013F-HRTimeline
Curi Capital, LLC6,721$392K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC6,629$391K0.19%13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV6,705$391K0.09%013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC6,660$388K0.2%013F-HRTimeline
Cubist Systematic Strategies, LLC6,640$387K0.01%new13F-HRTimeline
Csenge Advisory Group6,602$385K0.02%-1,02113F-HRTimeline
Athena Investment Management6,546$381K0.22%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…6,510$379K0.39%13F-HRTimeline
Sovran Advisors, LLC6,361$377K0.05%13F-HRTimeline
GSA CAPITAL PARTNERS LLP6,465$377K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,461$376K0.01%-51713F-HRTimelineGroup
Summit X, LLC6,397$373K0.08%-6513F-HRTimeline
Arrowroot Family Office, LLC6,374$371K0.19%+3813F-HRTimeline
Cornerstone Wealth Management, LLC6,370$371K0.03%-32613F-HRTimeline
Baker Avenue Asset Management, LP6,366$371K0.01%013F-HRTimeline
Focus Financial Network, Inc.6,323$368K0.01%-12513F-HRTimeline
Key Client Fiduciary Advisors, LLC6,272$365K0.16%-2413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,237$364K0.01%new13F-HRTimelineGroup
FIRST UNITED BANK & TRUST6,235$363K0.13%-15513F-HRTimeline
Eldridge Investment Advisors, Inc.6,238$363K0.08%-77313F-HRTimeline
Palisades Hudson Asset Management, L.P.6,236$363K0.15%+2113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,224$363K+2,985Timeline
Visionary Wealth Advisors6,208$362K0.02%-1,10413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,125$357K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.6,105$356K0.02%013F-HRTimeline
FIRST MERCHANTS CORP6,084$355K0.01%-1,10113F-HRTimeline
Capital Investment Advisory Services, L…6,024$351K0.03%-6513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,932$346K<0.01%+1,87213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC5,816$339K0.01%013F-HRTimeline
Sharper & Granite LLC5,780$337K0.15%+45013F-HRTimeline
EQ LLC5,761$336K0.16%-1,37513F-HRTimeline
AMERIFLEX GROUP, INC.5,386$334K0.15%13F-HRTimeline
Mesirow Financial Investment Management…5,722$333K0.01%-1813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,693$332K<0.01%-1,94813F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.5,690$332K0.04%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,647$329K0.01%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,625$328K0.01%013F-HRTimeline
Clearstead Advisors, LLC5,584$325K<0.01%+4,75913F-HRTimeline
TFR Capital, LLC.5,565$324K0.16%13F-HRTimeline
Merit Financial Group, LLC5,545$323K0.01%+14513F-HRTimeline
Fairscale Capital, LLC5,539$323K0.28%013F-HRTimeline
Sandy Spring Bank5,485$320K0.01%-7513F-HRTimeline
IEQ CAPITAL, LLC5,460$318K<0.01%013F-HRTimeline
Colorado Capital Management, Inc.5,455$318K0.15%013F-HRTimeline
Bristlecone Advisors, LLC5,450$318K0.02%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,439$317K<0.01%+87213F-HRTimelineGroup
D.A. DAVIDSON & CO.5,394$314K<0.01%+34113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,380$313K<0.01%-12013F-HRTimelineGroup
TPG Advisors LLC5,375$313K0.24%013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,370$313K0.02%013F-HRTimeline
Christensen, King & Associates Investme…5,261$311K0.15%013F-HRTimeline
PFG Advisors5,286$308K0.02%-70113F-HRTimeline
Keebeck Wealth Management5,247$306K0.04%-7013F-HRTimeline
Red Door Wealth Management, LLC5,235$305K0.05%013F-HRTimeline
GARRISON POINT ADVISORS, LLC5,165$301K0.14%+2513F-HRTimeline
Welch Group, LLC5,171$301K0.01%new13F-HRTimeline
ADELL HARRIMAN & CARPENTER INC5,150$300K0.02%-10013F-HRTimeline
Gryphon Financial Partners LLC5,085$296K0.04%013F-HRTimeline
FINANCIAL COUNSELORS INC5,076$296K<0.01%-30013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,036$293K0.01%-41013F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC5,026$293K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,011$292K0.02%-6813F-HRTimeline
MERIDIAN MANAGEMENT CO5,000$291K0.08%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,000$291K0.08%013F-HRTimeline
BANQUE PICTET & CIE SA5,000$291K<0.01%013F-HRTimeline
Chicago Partners Investment Group LLC4,805$286K0.01%-14613F-HRTimeline
GRIES FINANCIAL LLC4,889$285K0.05%+413F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,832$282K0.11%+22213F-HRTimeline
Atria Wealth Solutions, Inc.4,753$277K<0.01%-25,34413F-HRTimeline
Fort Sheridan Advisors LLC4,685$273K0.04%-12513F-HRTimeline
HB Wealth Management, LLC4,685$273K<0.01%013F-HRTimeline
Modera Wealth Management, LLC4,585$267K<0.01%013F-HRTimeline
Round Rock Advisors LLC4,581$267K0.05%013F-HRTimeline
KKM Financial LLC4,540$265K0.11%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,531$264K<0.01%-13913F-HRTimeline
Maxele Advisors, LLC4,525$264K0.25%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,290$250K<0.01%013F-HRTimelineGroup
PCG ASSET MANAGEMENT, LLC4,285$250K0.22%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,265$249K0.12%013F-HRTimeline
Arbor Investment Advisors, LLC4,264$248K0.04%+18513F-HRTimeline
Maia Wealth LLC3,969$247K0.05%-65813F-HRTimeline
CERTUITY, LLC4,216$246K0.03%-1,10913F-HRTimeline
Innovative Wealth Building LLC4,152$242K0.22%13F-HRTimeline
Keel Point, LLC4,147$242K0.02%-2,36113F-HRTimeline
CoreCap Advisors, LLC4,071$237K0.01%-25713F-HRTimeline
Wilmington Savings Fund Society, FSB4,065$237K<0.01%013F-HRTimeline
IHT Wealth Management, LLC4,054$236K0.01%-9513F-HRTimeline
Objective Capital Management, LLC4,048$236K0.16%+813F-HRTimeline
Sunburst Financial Group, LLC4,037$235K0.06%-1313F-HRTimeline
Koshinski Asset Management, Inc.4,016$234K0.02%-1,33313F-HRTimeline
Redwood Financial Network Corp4,009$234K0.17%new13F-HRTimeline
LCNB CORP4,000$233K0.08%-30013F-HRTimeline
BigSur Wealth Management LLC4,000$233K0.07%013F-HRTimeline
SONATA CAPITAL GROUP INC4,000$233K0.1%013F-HRTimeline
Guidance Point Advisors, LLC3,951$230K0.06%+1313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,579$230K<0.01%+24713F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,940$230K0.01%013F-HRTimeline
PATTEN & PATTEN INC/TN3,900$227K0.02%013F-HRTimeline
Nilsine Partners, LLC3,865$225K0.02%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,835$223K0.01%013F-HRTimeline
Quartz Partners, LLC3,821$223K0.14%-1,22613F-HRTimeline
Summit Financial Strategies, Inc.3,820$223K0.02%013F-HRTimeline
PARK NATIONAL CORP /OH/3,750$219K0.01%013F-HRTimeline
Narwhal Capital Management3,750$219K0.02%013F-HRTimeline
Harbour Trust & Investment Management Co3,750$219K0.02%013F-HRTimeline
Keystone Wealth Services, LLC3,745$218K0.06%013F-HRTimeline
Pavion Blue Capital, LLC3,717$217K0.1%013F-HRTimeline
Kaydan Wealth Management, Inc.3,681$215K0.07%013F-HRTimeline
Aurora Private Wealth, Inc.3,653$213K0.16%+813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,653$213K0.01%new13F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC3,614$211K0.07%-2313F-HRTimeline
Smith Salley Wealth Management3,510$205K0.01%013F-HRTimeline
AMG National Trust Bank3,505$204K0.01%013F-HRTimeline
Berkeley Capital Partners, LLC3,500$204K0.06%013F-HRTimeline
Mendel Capital Management LLC3,497$204K0.12%-35213F-HRTimeline
Collaborative Wealth Managment Inc.3,470$202K0.09%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,464$202K0.02%-13613F-HRTimeline
Ignite Planners, LLC3,418$201K0.04%+513F-HRTimeline
Cascade Wealth Advisors, Inc3,445$201K0.14%-1,43513F-HRTimeline
Marshall Financial Group, LLC3,442$201K0.05%-713F-HRTimeline
Allworth Financial LP3,315$200K<0.01%-92913F-HRTimeline
Plante Moran Financial Advisors, LLC3,335$194K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,286$191K0.01%+39613F-HRTimeline
Parallel Advisors, LLC3,225$188K<0.01%+35113F-HRTimeline
Caldwell Trust Co3,220$188K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,156$184K0.01%-24913F-HRTimeline
Farther Finance Advisors, LLC3,073$179K0.01%+1,62813F-HRTimeline
Front Row Advisors LLC3,070$179K0.06%013F-HRTimeline
AdvisorNet Financial, Inc2,967$173K0.01%-50213F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,600$152K0.01%-2,60013F-HR/ATimeline
Atlantic Edge Private Wealth Management…2,425$141K0.04%013F-HRTimeline
Hanson & Doremus Investment Management2,370$138K0.02%013F-HRTimeline
Sage Mountain Advisors LLC2,300$134K0.01%013F-HRTimeline
Nova Wealth Management, Inc.2,264$132K0.11%13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,225$130K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,215$129K0.02%-12013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,000$117K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cranbrook Wealth Management, LLC1,977$115K0.03%013F-HRTimeline
Accordant Advisory Group Inc1,940$113K0.11%013F-HRTimeline
Key Financial Inc1,837$107K0.02%+513F-HRTimeline
Centricity Wealth Management, LLC1,825$106K0.1%13F-HRTimeline
Headlands Technologies LLC1,817$106K0.01%+1,71713F-HRTimeline
Runnymede Capital Advisors, Inc.1,680$97.9K0.09%13F-HRTimeline
MTM Investment Management, LLC1,625$94.7K0.04%013F-HRTimeline
AlphaMark Advisors, LLC1,615$94K0.04%013F-HRTimeline
First Horizon Advisors, Inc.1,555$90.6K<0.01%-3513F-HRTimeline
Global Retirement Partners, LLC1,535$89.5K<0.01%-1,38513F-HRTimeline
SIGNATUREFD, LLC1,514$88.2K<0.01%+76113F-HRTimeline
MGB Wealth Management, LLC1,500$87.3K0.03%013F-HRTimeline
AE Wealth Management LLC1,360$79.3K<0.01%new13F-HRTimeline