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Disclosery

IYH ISHARES TR

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US HLTHCARE ETF (fund)

498 managers (501 13F filers) reported a position in IYH shares at 2025-03-31, 23,438,091 shares in all. 37 filers opened a position and 40 filers sold out during the quarter.

Managers
498
13F filers
501
New
37
Added
133
Reduced
171
Sold out
40
Shares held by filers
23,438,091

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Acropolis Investment Management, LLC10,010$610K0.04%-50013F-HRTimeline
MONTAG A & ASSOCIATES INC10,000$609K0.03%013F-HRTimeline
Tranquility Partners, LLC9,768$595K0.23%013F-HRTimeline
Granite FO LLC9,767$595K0.34%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,660$588K0.04%-34913F-HRTimeline
Mutual Advisors, LLC10,083$581K0.02%+3113F-HRTimeline
Symphony Financial Services, Inc.9,414$573K0.37%+15013F-HRTimeline
Blackston Financial Advisory Group, LLC9,364$570K0.39%-53913F-HR/ATimeline
Nemes Rush Group LLC9,227$562K0.07%-1,58013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding9,164$558K+2,360Timeline
Carnegie Investment Counsel9,951$557K0.01%-67013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC9,111$555K0.21%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,442$550K0.01%+25013F-HRTimelineGroup
Armor Investment Advisors, LLC8,998$548K0.23%+2113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC8,857$539K0.1%-25313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,793$535K0.02%+213F-HR/ATimeline
EP Wealth Advisors, LLC8,741$532K<0.01%-93513F-HRTimeline
Archer Investment Corp8,616$525K0.14%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…8,549$521K0.2%+4113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,547$520K<0.01%new13F-HR/ATimelineGroup
Rollins Financial Advisors, LLC8,514$518K0.09%-6,10413F-HR/ATimeline
Sage Capital Management, LLC8,487$517K0.28%-2,66713F-HRTimeline
Thomasville National Bank8,390$511K0.04%+3513F-HRTimeline
Mill Creek Capital Advisors, LLC8,250$502K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC8,348$501K0.23%+1,71913F-HRTimeline
&PARTNERS8,280$500K0.01%-1,01713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,186$498K0.01%-2,25313F-HRTimelineGroup
Wealthspire Advisors, LLC8,160$497K<0.01%-14713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,149$496K<0.01%-1,06013F-HRTimeline
Procyon Advisors, LLC8,140$496K0.03%013F-HRTimeline
Weaver Consulting Group8,110$494K0.15%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,899$492K<0.01%-58513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC7,835$477K0.05%-22513F-HRTimeline
Aptus Capital Advisors, LLC7,728$471K0.01%+3113F-HRTimeline
WEDBUSH SECURITIES INC7,672$467K0.02%-1513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,625$464K0.01%013F-HRTimeline
Sunbelt Securities, Inc.7,416$452K0.04%-7,36113F-HRTimeline
Moment Partners, LLC7,375$449K0.09%013F-HRTimeline
HRT FINANCIAL LP7,252$441K<0.01%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…7,230$440K0.15%new13F-HRTimeline
Summit Financial, LLC7,174$437K0.01%-2,33313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,055$430K0.33%013F-HRTimeline
MRA Advisory Group6,910$421K0.22%+413F-HRTimeline
Merit Financial Group, LLC6,868$418K0.01%+1,32313F-HRTimeline
Manchester Capital Management LLC6,779$413K0.05%013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV6,705$408K0.09%013F-HRTimeline
Sandy Spring Bank6,685$407K0.02%+1,20013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC6,660$406K0.21%013F-HRTimeline
Athena Investment Management6,546$399K0.24%013F-HRTimeline
Principle Wealth Partners LLC6,535$398K0.03%-1,00013F-HRTimeline
Cornerstone Wealth Management, LLC6,370$388K0.03%013F-HRTimeline
Baker Avenue Asset Management, LP6,366$388K0.01%013F-HRTimeline
Qube Research & Technologies Ltd6,320$385K<0.01%-3,63413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,319$385K0.01%+9513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management6,277$382K0.01%-18413F-HRTimelineGroup
FIRST UNITED BANK & TRUST6,235$380K0.14%013F-HRTimeline
Visionary Wealth Advisors6,208$378K0.02%013F-HRTimeline
Millennium Capital Advisors, LLC6,200$378K0.28%-90013F-HRTimeline
Key Client Fiduciary Advisors, LLC6,198$377K0.17%-7413F-HRTimeline
Focus Financial Network, Inc.6,144$374K0.02%-17913F-HRTimeline
Palisades Hudson Asset Management, L.P.6,123$373K0.17%-11313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,125$373K<0.01%013F-HRTimelineGroup
Csenge Advisory Group6,619$373K0.02%+1713F-HRTimeline
North Star Investment Management Corp.6,105$372K0.03%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,816$354K0.01%013F-HRTimeline
Mesirow Financial Investment Management…5,728$349K0.01%+613F-HRTimeline
Graves Light Lenhart Wealth, Inc.5,690$346K0.04%013F-HRTimeline
FIRST MERCHANTS CORP5,669$345K0.01%-41513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,647$344K0.01%013F-HRTimeline
Brookwood Investment Group LLC5,635$343K0.06%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,625$343K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…5,579$340K0.03%-44513F-HRTimeline
Ignite Planners, LLC5,956$339K0.07%+2,53813F-HRTimeline
Summit X, LLC5,543$337K0.07%-85413F-HRTimeline
Fairscale Capital, LLC5,539$337K0.3%013F-HRTimeline
PFG Advisors5,506$335K0.02%+22013F-HRTimeline
Meridian Wealth Management, LLC5,471$333K0.02%new13F-HRTimeline
IEQ CAPITAL, LLC5,460$332K<0.01%013F-HRTimeline
Colorado Capital Management, Inc.5,455$332K0.15%013F-HRTimeline
Bristlecone Advisors, LLC5,450$332K0.03%013F-HRTimeline
EQ LLC5,427$330K0.15%-33413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,380$328K<0.01%013F-HRTimelineGroup
TPG Advisors LLC5,375$327K0.26%013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,370$327K0.02%013F-HRTimeline
D.A. DAVIDSON & CO.5,345$325K<0.01%-4913F-HRTimeline
Red Door Wealth Management, LLC5,235$319K0.05%013F-HRTimeline
HB Wealth Management, LLC5,226$318K<0.01%+54113F-HRTimeline
COURIER CAPITAL LLC5,225$318K0.02%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC5,165$314K0.15%013F-HRTimeline
BAILARD, INC.5,150$314K0.01%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC5,145$313K<0.01%-3,71413F-HRTimeline
Christensen, King & Associates Investme…5,111$311K0.15%-15013F-HRTimeline
FINANCIAL COUNSELORS INC5,076$309K<0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,047$307K<0.01%+75713F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.5,028$306K0.13%+19613F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,026$306K0.01%013F-HRTimeline
MERIDIAN MANAGEMENT CO5,000$304K0.09%013F-HR/ATimeline
Roof Eidam Maycock Peralta, LLC5,000$304K0.08%013F-HRTimeline
AMERIFLEX GROUP, INC.4,999$304K0.12%-38713F-HRTimeline
GRIES FINANCIAL LLC4,893$298K0.06%+413F-HRTimeline
Redwood Financial Network Corp4,854$296K0.23%+84513F-HRTimeline
Clearstead Advisors, LLC4,759$290K<0.01%-82513F-HRTimeline
Keebeck Wealth Management4,642$283K0.04%-60513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,612$281K0.01%+8113F-HRTimeline
Sequoia Financial Advisors, LLC4,596$280K<0.01%new13F-HRTimeline
Modera Wealth Management, LLC4,585$279K<0.01%013F-HRTimeline
Round Rock Advisors LLC4,581$279K0.05%013F-HRTimeline
KKM Financial LLC4,540$276K0.12%013F-HRTimeline
Maxele Advisors, LLC4,525$276K0.27%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,503$274K<0.01%-93613F-HRTimelineGroup
Chicago Partners Investment Group LLC4,811$271K0.01%+613F-HRTimeline
Arbor Investment Advisors, LLC4,419$269K0.04%+15513F-HRTimeline
Arete Wealth Advisors, LLC4,366$266K0.02%new13F-HRTimeline
Fort Sheridan Advisors LLC4,310$262K0.04%-37513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,265$260K0.12%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,258$259K<0.01%-1,67413F-HRTimelineGroup
CERTUITY, LLC4,216$257K0.03%013F-HRTimeline
Gryphon Financial Partners LLC4,210$256K0.04%-87513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,187$255K<0.01%-1,50613F-HR/ATimelineGroup
Gerber Kawasaki Wealth & Investment Man…4,168$254K0.01%+51513F-HRTimeline
IHT Wealth Management, LLC4,159$253K0.01%+10513F-HRTimeline
CoreCap Advisors, LLC4,156$253K0.01%+8513F-HRTimeline
Keel Point, LLC4,147$253K0.02%013F-HRTimeline
Objective Capital Management, LLC4,054$247K0.31%+613F-HRTimeline
NorthCoast Asset Management LLC4,049$247K<0.01%-6,58613F-HR/ATimeline
Sunburst Financial Group, LLC4,037$246K0.06%013F-HRTimeline
Independent Advisor Alliance4,032$246K0.01%-8,98713F-HRTimeline
Koshinski Asset Management, Inc.4,021$245K0.02%+513F-HRTimeline
SONATA CAPITAL GROUP INC4,000$244K0.11%013F-HRTimeline
LCNB CORP4,000$244K0.09%013F-HRTimeline
BigSur Wealth Management LLC4,000$244K0.07%013F-HRTimeline
Retirement Planning Group, LLC3,973$242K0.01%new13F-HRTimeline
Guidance Point Advisors, LLC3,962$241K0.07%+1113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,950$241K<0.01%+37113F-HR/ATimeline
TRILLIUM ASSET MANAGEMENT, LLC3,940$240K0.01%013F-HRTimeline
PATTEN & PATTEN INC/TN3,900$237K0.02%013F-HRTimeline
Eldridge Investment Advisors, Inc.3,888$237K0.05%-2,35013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,885$237K<0.01%new13F-HRTimelineGroup
Nilsine Partners, LLC3,865$235K0.03%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,804$232K0.02%-1,20713F-HRTimeline
Fisher Asset Management, LLC3,753$229K<0.01%new13F-HRTimeline
Narwhal Capital Management3,750$228K0.02%013F-HRTimeline
Harbour Trust & Investment Management Co3,750$228K0.03%013F-HRTimeline
WEALTH ALLIANCE, LLC3,725$227K0.03%new13F-HRTimeline
Pavion Blue Capital, LLC3,717$226K0.11%013F-HRTimeline
Kaydan Wealth Management, Inc.3,681$224K0.07%013F-HRTimeline
Waverly Advisors, LLC3,655$223K<0.01%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,650$222K0.01%-18513F-HRTimeline
Keystone Wealth Services, LLC3,645$222K0.06%-10013F-HRTimeline
Maia Wealth LLC3,743$216K0.05%-22613F-HRTimeline
Smith Salley Wealth Management3,510$214K0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,506$213K0.02%+4213F-HRTimeline
AMG National Trust Bank3,505$213K0.01%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC3,505$213K0.2%-78013F-HRTimeline
Berkeley Capital Partners, LLC3,500$213K0.06%013F-HRTimeline
Western Wealth Management, LLC3,478$212K0.01%new13F-HRTimeline
Collaborative Wealth Managment Inc.3,470$211K0.1%013F-HRTimeline
Mendel Capital Management LLC3,430$209K0.13%-6713F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC3,411$208K0.06%-20313F-HRTimeline
Sharper & Granite LLC3,400$207K0.09%-2,38013F-HRTimeline
Valeo Financial Advisors, LLC3,387$206K0.01%new13F-HRTimeline
GM Advisory Group, LLC3,371$205K0.01%new13F-HRTimeline
Parallel Advisors, LLC3,353$204K<0.01%+12813F-HRTimeline
Cladis Investment Advisory, LLC3,340$203K0.15%new13F-HRTimeline
Plante Moran Financial Advisors, LLC3,335$203K0.02%013F-HRTimeline
PFG Investments, LLC3,328$203K0.01%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC3,324$202K0.09%new13F-HRTimeline
Atria Wealth Solutions, Inc.3,298$201K<0.01%-1,45513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,296$201K0.02%new13F-HRTimeline
PROMETHIUM ADVISORS,LLC3,295$201K0.13%new13F-HRTimeline
Allworth Financial LP3,482$200K<0.01%+16713F-HRTimeline
Caldwell Trust Co3,220$196K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,164$193K0.02%+813F-HRTimeline
Front Row Advisors LLC3,070$187K0.07%013F-HRTimeline
Centricity Wealth Management, LLC3,055$186K0.17%+1,23013F-HRTimeline
AdvisorNet Financial, Inc2,953$180K0.01%-1413F-HRTimeline
HARBOUR INVESTMENTS, INC.2,847$173K<0.01%-43913F-HRTimeline
LANARK FINANCIAL, INC.2,710$165K0.01%+2,70813F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,700$164K0.01%+10013F-HRTimeline
Farther Finance Advisors, LLC2,579$154K<0.01%-49413F-HRTimeline
Atlantic Edge Private Wealth Management…2,425$148K0.05%013F-HRTimeline
Hanson & Doremus Investment Management2,370$144K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,315$141K<0.01%-1,75013F-HRTimeline
Sage Mountain Advisors LLC2,300$140K0.01%013F-HRTimeline
Nova Wealth Management, Inc.2,277$139K0.12%+1313F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,250$137K0.02%+2,08513F-HRTimeline
CENTAURUS FINANCIAL, INC.2,225$135K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,215$135K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,000$122K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC1,977$120K0.03%013F-HRTimeline
Accordant Advisory Group Inc1,940$118K0.12%013F-HR/ATimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,866$114K0.04%+1,35013F-HRTimeline
Key Financial Inc1,841$112K0.02%+413F-HRTimeline
Pingora Partners LLC1,700$104K0.08%new13F-HRTimeline
Runnymede Capital Advisors, Inc.1,680$102K0.1%013F-HRTimeline
MTM Investment Management, LLC1,625$97.2K0.04%013F-HRTimeline
Headlands Technologies LLC1,517$92.4K0.01%-30013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,434$87.3K<0.01%+94313F-HRTimelineGroup
N.E.W. Advisory Services LLC1,410$85.9K0.01%new13F-HRTimeline
AE Wealth Management LLC1,348$82.1K<0.01%-1213F-HRTimeline