Skip to content
Disclosery

IYH ISHARES TR

Follow

US HLTHCARE ETF (fund)

482 managers (485 13F filers) reported a position in IYH shares at 2025-06-30, 21,669,575 shares in all. 26 filers opened a position and 47 filers sold out during the quarter.

Managers
482
13F filers
485
New
26
Added
119
Reduced
181
Sold out
47
Shares held by filers
21,669,575

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MONTAG A & ASSOCIATES INC10,000$565K0.03%013F-HRTimeline
Shira Ridge Wealth Management9,997$565K0.26%-46213F-HRTimeline
Carnegie Investment Counsel9,951$562K0.01%013F-HRTimeline
American State Bank (Iowa)9,915$560K0.31%-30013F-HRTimeline
Tranquility Partners, LLC9,768$552K0.2%013F-HRTimeline
Granite FO LLC9,767$552K0.31%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,661$546K0.04%+113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,649$545K0.01%-189,42613F-HRTimeline
Symphony Financial Services, Inc.9,414$532K0.32%013F-HRTimeline
EP Wealth Advisors, LLC9,384$530K<0.01%+64313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,355$528K0.01%-96913F-HRTimelineGroup
Thomasville National Bank9,275$524K0.04%+88513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding9,165$518K+1Timeline
CENTRAL VALLEY ADVISORS, LLC9,111$515K0.18%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP9,050$511K0.04%new13F-HRTimelineGroup
Blackston Financial Advisory Group, LLC9,030$510K0.32%-33413F-HR/ATimeline
Armor Investment Advisors, LLC8,946$505K0.19%-5213F-HRTimeline
Acropolis Investment Management, LLC8,845$500K0.03%-1,16513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,745$494K0.02%-4813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…8,639$488K0.18%+9013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,623$487K0.01%-3,65013F-HRTimelineGroup
Archer Investment Corp8,617$487K0.12%+113F-HRTimeline
Mandatum Life Insurance Co Ltd8,471$478K0.13%-14,81713F-HRTimeline
Rollins Financial Advisors, LLC8,427$476K0.08%-8713F-HRTimeline
Wealthspire Advisors, LLC8,420$476K<0.01%+26013F-HRTimeline
Mill Creek Capital Advisors, LLC8,250$466K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,141$460K<0.01%-813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,887$445K0.01%+1,56813F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC7,835$443K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC7,678$434K<0.01%-5013F-HRTimeline
Sage Capital Management, LLC7,674$433K0.21%-81313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,625$431K0.01%013F-HRTimeline
Moment Partners, LLC7,375$417K0.08%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…7,230$409K0.11%013F-HRTimeline
Merit Financial Group, LLC7,221$408K<0.01%+35313F-HRTimeline
Medallion Wealth Advisors, LLC7,138$407K0.16%-1,21013F-HRTimeline
Weaver Consulting Group7,110$402K0.11%-1,00013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,055$398K0.32%013F-HRTimeline
COMERICA BANK7,018$396K<0.01%-3,26613F-HRTimeline
Retirement Planning Group, LLC6,970$394K0.02%+2,99713F-HRTimeline
MRA Advisory Group6,915$391K0.18%+513F-HRTimeline
Arrowroot Family Office, LLC6,799$384K0.17%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,785$383K<0.01%-4,05613F-HRTimelineGroup
Manchester Capital Management LLC6,779$383K0.05%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,734$380K0.01%-10,50213F-HRTimelineGroup
Strategic Advocates LLC6,724$380K0.11%new13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV6,705$379K0.07%013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,700$378K0.02%+1,33013F-HRTimeline
Athena Investment Management6,546$370K0.21%013F-HRTimeline
Principle Wealth Partners LLC6,535$369K0.02%013F-HRTimeline
Csenge Advisory Group6,619$367K0.02%013F-HRTimeline
Baker Avenue Asset Management, LP6,366$360K0.01%013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC6,335$358K0.17%-32513F-HRTimeline
Summit Financial, LLC6,299$356K0.01%-87513F-HRTimeline
Procyon Advisors, LLC6,250$353K0.03%-1,89013F-HRTimeline
Cornerstone Wealth Management, LLC6,225$352K0.02%-14513F-HRTimeline
Visionary Wealth Advisors6,208$351K0.02%013F-HRTimeline
Millennium Capital Advisors, LLC6,200$350K0.23%013F-HRTimeline
FIRST UNITED BANK & TRUST6,185$349K0.12%-5013F-HRTimeline
Focus Financial Network, Inc.6,131$346K0.01%-1313F-HRTimeline
North Star Investment Management Corp.6,105$345K0.02%013F-HRTimeline
Palisades Hudson Asset Management, L.P.6,081$343K0.13%-4213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.6,000$339K0.01%new13F-HRTimelineGroup
First Heartland Consultants, Inc.5,963$337K0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,851$330K<0.01%-2,69613F-HRTimelineGroup
Ignite Planners, LLC5,960$330K0.06%+413F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,816$329K0.01%013F-HRTimeline
Key Client Fiduciary Advisors, LLC5,806$328K0.13%-39213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,738$324K0.01%-2,44813F-HRTimelineGroup
Mesirow Financial Investment Management…5,735$324K0.01%+713F-HRTimeline
Sharper & Granite LLC5,680$323K0.12%+2,28013F-HRTimeline
Graves Light Lenhart Wealth, Inc.5,690$321K0.04%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,647$319K0.01%013F-HRTimeline
Brookwood Investment Group LLC5,635$318K0.05%013F-HRTimeline
Summit Wealth Group, LLC5,579$315K0.08%new13F-HRTimeline
BAILARD, INC.5,505$311K0.01%+35513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,500$311K0.01%-12513F-HRTimeline
Capital Investment Advisory Services, L…5,489$310K0.03%-9013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,485$310K0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC5,475$309K0.01%+413F-HRTimeline
IEQ CAPITAL, LLC5,460$308K<0.01%013F-HRTimeline
Colorado Capital Management, Inc.5,455$308K0.13%013F-HRTimeline
Bristlecone Advisors, LLC5,450$308K0.03%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,380$304K<0.01%013F-HRTimelineGroup
TPG Advisors LLC5,375$304K0.22%013F-HRTimeline
Summit X, LLC5,228$295K0.06%-31513F-HRTimeline
HB Wealth Management, LLC5,226$295K<0.01%013F-HRTimeline
COURIER CAPITAL LLC5,225$295K0.02%013F-HRTimeline
Milestones Private Investment Advisors …5,115$289K0.21%13F-HRTimeline
Christensen, King & Associates Investme…5,111$289K0.13%013F-HRTimeline
Redwood Financial Network Corp5,106$288K0.19%+25213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,096$288K0.01%-4,34613F-HRTimelineGroup
Midwest Trust Co5,076$287K<0.01%13F-HRTimeline
GARRISON POINT ADVISORS, LLC5,065$286K0.13%-10013F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,026$284K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,019$283K0.01%-1,25813F-HRTimelineGroup
D.A. DAVIDSON & CO.5,014$283K<0.01%-33113F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,000$282K0.07%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,928$278K0.1%-10013F-HRTimeline
Pingora Partners LLC4,920$278K0.21%+3,22013F-HRTimeline
AMERIFLEX GROUP, INC.4,921$277K0.15%-7813F-HRTimeline
GRIES FINANCIAL LLC4,898$277K0.05%+513F-HRTimeline
Chicago Partners Investment Group LLC4,818$276K0.01%+713F-HRTimeline
RWA WEALTH PARTNERS, LLC4,877$275K<0.01%-26813F-HRTimeline
MERIDIAN MANAGEMENT CO5,000$274K0.07%013F-HRTimeline
B. Riley Wealth Advisors, Inc.4,674$264K0.01%-7,63013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,638$262K0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,627$261K<0.01%-42013F-HRTimelineGroup
Clearstead Advisors, LLC4,559$257K<0.01%-20013F-HRTimeline
Modera Wealth Management, LLC4,555$257K<0.01%-3013F-HRTimeline
KKM Financial LLC4,540$256K0.09%013F-HRTimeline
Maxele Advisors, LLC4,525$256K0.22%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,506$254K<0.01%-10613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,451$251K0.02%+1,15513F-HRTimeline
Arete Wealth Advisors, LLC4,452$251K0.02%+8613F-HRTimeline
Sequoia Financial Advisors, LLC4,423$250K<0.01%-17313F-HRTimeline
Arbor Investment Advisors, LLC4,419$250K0.03%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,370$247K<0.01%new13F-HRTimelineGroup
Keebeck Wealth Management4,311$243K0.03%-33113F-HRTimeline
Fort Sheridan Advisors LLC4,310$243K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,265$241K0.11%013F-HRTimeline
Owen LaRue, LLC4,243$240K0.1%new13F-HRTimeline
SYNOVUS FINANCIAL CORP4,236$239K<0.01%new13F-HRTimeline
CERTUITY, LLC4,216$238K0.02%013F-HRTimeline
Gryphon Financial Partners LLC4,193$237K0.03%-1713F-HRTimeline
FIRST MERCHANTS CORP4,169$235K0.01%-1,50013F-HRTimeline
CoreCap Advisors, LLC4,156$235K0.01%013F-HRTimeline
Keel Point, LLC4,147$234K0.02%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,122$233K<0.01%-6513F-HR/ATimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…4,061$229K0.03%+1,81113F-HRTimeline
Sunburst Financial Group, LLC4,037$228K0.05%013F-HRTimeline
Independent Advisor Alliance4,032$228K0.01%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,028$228K0.01%-14013F-HRTimeline
Koshinski Asset Management, Inc.4,027$227K0.02%+613F-HRTimeline
SONATA CAPITAL GROUP INC4,000$226K0.09%013F-HRTimeline
LCNB CORP4,000$226K0.08%013F-HRTimeline
BigSur Wealth Management LLC4,000$226K0.06%013F-HRTimeline
Guidance Point Advisors, LLC3,978$225K0.06%+1613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,950$223K<0.01%013F-HR/ATimeline
TRILLIUM ASSET MANAGEMENT, LLC3,940$223K0.01%013F-HRTimeline
PATTEN & PATTEN INC/TN3,900$220K0.01%013F-HRTimeline
Maia Wealth LLC3,851$217K0.04%+10813F-HRTimeline
NorthCoast Asset Management LLC3,768$213K<0.01%-28113F-HRTimeline
Narwhal Capital Management3,750$212K0.02%013F-HRTimeline
Harbour Trust & Investment Management Co3,750$212K0.02%013F-HRTimeline
GSA CAPITAL PARTNERS LLP3,734$211K0.01%new13F-HRTimeline
Fairscale Capital, LLC3,839$211K0.15%-1,70013F-HRTimeline
WEALTH ALLIANCE, LLC3,725$210K0.02%013F-HRTimeline
Kaydan Wealth Management, Inc.3,681$208K0.07%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,650$206K0.01%013F-HRTimeline
Keystone Wealth Services, LLC3,645$206K0.05%013F-HRTimeline
Round Rock Advisors LLC3,641$206K0.04%-94013F-HRTimeline
Waverly Advisors, LLC3,612$204K<0.01%-4313F-HRTimeline
Atlas Brown,Inc.3,593$203K0.07%new13F-HRTimeline
Pavion Blue Capital, LLC3,550$201K0.09%-16713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,490$197K<0.01%-76813F-HRTimelineGroup
Allworth Financial LP3,481$197K<0.01%-113F-HRTimeline
Plante Moran Financial Advisors, LLC3,335$188K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,173$179K0.01%+913F-HRTimeline
Centricity Wealth Management, LLC3,055$173K0.14%013F-HRTimeline
Parallel Advisors, LLC2,998$169K<0.01%-35513F-HRTimeline
AdvisorNet Financial, Inc2,953$167K0.01%013F-HRTimeline
Caldwell Trust Co2,720$154K0.02%-50013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …2,475$140K0.02%new13F-HRTimelineGroup
Front Row Advisors LLC2,458$139K0.05%-61213F-HRTimeline
Atlantic Edge Private Wealth Management…2,375$134K0.04%-5013F-HRTimeline
Hanson & Doremus Investment Management2,370$134K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,325$131K<0.01%-52213F-HRTimeline
Sage Mountain Advisors LLC2,300$130K0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,249$127K<0.01%-33013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,225$126K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,215$125K0.01%013F-HRTimeline
Arax Advisory Partners2,173$123K0.01%+1,60813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,000$113K<0.01%013F-HR/ATimeline
Cranbrook Wealth Management, LLC1,977$112K0.02%013F-HRTimeline
Accordant Advisory Group Inc1,940$110K0.08%013F-HRTimeline
WINNACLE WEALTH LLC1,940$110K0.08%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,866$105K0.04%013F-HRTimeline
Key Financial Inc1,846$104K0.02%+513F-HRTimeline
Global Retirement Partners, LLC1,825$103K<0.01%13F-HRTimeline
First Horizon Advisors, Inc.1,756$99.2K<0.01%+41613F-HRTimeline
CX Institutional1,717$97K<0.01%+1,17913F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,685$95K<0.01%+1,59513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,675$94.6K<0.01%-4,45013F-HRTimelineGroup
MTM Investment Management, LLC1,625$91.8K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,620$91.5K<0.01%-69513F-HRTimeline
Larson Financial Group LLC1,593$90K<0.01%+25013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,436$81.1K<0.01%+213F-HRTimelineGroup
Headlands Technologies LLC1,291$72.9K0.01%-22613F-HRTimeline
AE Wealth Management LLC1,278$72.2K<0.01%-7013F-HRTimeline
N.E.W. Advisory Services LLC1,260$71.2K0.01%-15013F-HRTimeline
LANARK FINANCIAL, INC.1,266$71K0.01%-1,44413F-HRTimeline
DHJJ Financial Advisors, Ltd.1,250$70.6K0.03%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,191$67.3K<0.01%-52,19113F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT1,100$62K<0.01%-1,60013F-HRTimeline
AlphaCore Capital LLC1,039$58.7K<0.01%013F-HRTimeline
CVA Family Office, LLC1,035$58.5K0.01%013F-HRTimeline
Perritt Capital Management Inc1,020$57.6K0.03%+313F-HR/ATimeline
Realta Investment Advisors1,000$56.5K0.02%013F-HRTimeline
NFSG Corp1,000$56.5K0.01%new13F-HRTimeline