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Disclosery

IYH ISHARES TR

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US HLTHCARE ETF (fund)

474 managers (479 13F filers) reported a position in IYH shares at 2025-09-30, 22,553,184 shares in all. 33 filers opened a position and 35 filers sold out during the quarter.

Managers
474
13F filers
479
New
33
Added
125
Reduced
166
Sold out
35
Shares held by filers
22,553,184

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Caprock Group, LLC8,915$516K0.01%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,747$514K0.02%+213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,723$512K0.01%+10013F-HRTimelineGroup
Sunbelt Securities, Inc.8,543$502K0.03%-6,23413F-HRTimeline
COMERICA BANK8,541$502K<0.01%+1,52313F-HRTimeline
NAVELLIER & ASSOCIATES INC8,531$501K0.05%new13F-HRTimeline
Mandatum Life Insurance Co Ltd8,471$497K0.12%013F-HRTimeline
Mill Creek Capital Advisors, LLC8,250$484K0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,099$476K0.01%+21213F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC7,625$466K0.01%013F-HRTimeline
Retirement Planning Group, LLC7,939$466K0.02%+96913F-HRTimeline
Mutual Advisors, LLC7,547$464K0.01%-2,68213F-HRTimeline
Armor Investment Advisors, LLC7,881$463K0.15%-1,06513F-HRTimeline
Baker Avenue Asset Management, LP7,871$462K0.01%+1,50513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,835$460K0.04%013F-HRTimeline
Sage Capital Management, LLC7,698$452K0.2%+2413F-HRTimeline
Aptus Capital Advisors, LLC7,688$451K<0.01%+1013F-HRTimeline
Wealthspire Advisors, LLC7,623$448K<0.01%-79713F-HRTimeline
GTS SECURITIES LLC7,571$445K0.02%new13F-HRTimeline
American Financial Advisors, LLC7,549$443K0.06%-2,48213F-HRTimeline
Brookwood Investment Group LLC7,464$438K0.06%+1,82913F-HRTimeline
Moment Partners, LLC7,375$433K0.08%013F-HRTimeline
Archer Investment Corp7,368$433K0.1%-1,24913F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…7,230$425K0.1%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,055$414K0.34%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,001$411K<0.01%-39,17613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,971$410K0.01%-8,98313F-HRTimelineGroup
Arrowroot Family Office, LLC6,973$409K0.16%+17413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,941$408K<0.01%-1,20013F-HRTimeline
MRA Advisory Group6,920$406K0.18%+513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,886$404K0.01%+1,07013F-HRTimeline
Strategic Advocates LLC6,860$403K0.1%+13613F-HRTimeline
Weaver Consulting Group6,835$401K0.1%-27513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,785$398K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC6,779$398K0.05%013F-HRTimeline
Granite FO LLC6,663$391K0.21%-3,10413F-HRTimeline
Csenge Advisory Group6,661$391K0.02%+4213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…6,641$390K0.12%-1,99813F-HRTimeline
Shira Ridge Wealth Management6,638$390K0.17%-3,35913F-HRTimeline
Athena Investment Management6,546$384K0.2%013F-HRTimeline
Principle Wealth Partners LLC6,535$384K0.02%013F-HRTimeline
Merit Financial Group, LLC6,523$383K<0.01%-69813F-HR/ATimeline
Pingora Partners LLC6,522$383K0.25%+1,60213F-HRTimeline
Counterweight Ventures, LLC6,507$382K0.22%-16,60313F-HRTimeline
SAX WEALTH ADVISORS, LLC6,505$382K0.02%-19513F-HRTimeline
ARRIEN INVESTMENTS, INC.6,358$373K0.22%-16,37013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC6,335$372K0.16%013F-HRTimeline
Procyon Advisors, LLC6,250$367K0.02%013F-HRTimeline
Visionary Wealth Advisors6,208$365K0.02%013F-HRTimeline
Millennium Capital Advisors, LLC6,200$364K0.22%013F-HRTimeline
North Star Investment Management Corp.6,105$358K0.02%013F-HRTimeline
Palisades Hudson Asset Management, L.P.6,101$358K0.13%+2013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV6,076$357K0.06%-62913F-HRTimeline
FIRST UNITED BANK & TRUST6,000$352K0.11%-18513F-HRTimeline
First Heartland Consultants, Inc.5,972$351K0.03%+913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,960$350K0.01%+47513F-HRTimelineGroup
Focus Financial Network, Inc.5,854$344K0.01%-27713F-HRTimeline
PFG Advisors5,841$343K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd5,823$342K<0.01%-20,19013F-HRTimeline
Ignite Planners, LLC5,785$340K0.06%-17513F-HRTimeline
Mesirow Financial Investment Management…5,743$337K0.01%+813F-HRTimeline
Capital Investment Advisory Services, L…5,713$335K0.03%+22413F-HRTimeline
Graves Light Lenhart Wealth, Inc.5,690$334K0.04%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,647$332K0.01%013F-HRTimeline
Argyle Capital Partners, LLC5,617$330K0.24%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,612$330K<0.01%-14,77513F-HRTimelineGroup
Summit Wealth Group, LLC5,539$325K0.08%-4013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,500$323K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,490$322K0.01%-24813F-HRTimelineGroup
Rollins Financial Advisors, LLC5,465$321K0.05%-2,96213F-HRTimeline
IEQ CAPITAL, LLC5,460$321K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC5,450$320K0.03%013F-HRTimeline
Colorado Capital Management, Inc.5,455$320K0.12%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,380$316K<0.01%013F-HRTimelineGroup
TPG Advisors LLC5,375$316K0.21%013F-HRTimeline
Summit Financial, LLC5,305$311K<0.01%-99413F-HRTimeline
Cubist Systematic Strategies, LLC5,281$310K<0.01%-20,82513F-HRTimeline
GARRISON POINT ADVISORS, LLC5,280$310K0.13%+21513F-HRTimeline
Cornerstone Wealth Management, LLC5,246$308K0.02%-97913F-HRTimeline
HB Wealth Management, LLC5,226$307K<0.01%013F-HRTimeline
COURIER CAPITAL LLC5,225$307K0.02%013F-HRTimeline
Key Client Fiduciary Advisors, LLC5,194$305K0.1%-61213F-HRTimeline
D.A. DAVIDSON & CO.5,162$303K<0.01%+14813F-HRTimeline
BAILARD, INC.5,150$302K0.01%-35513F-HRTimeline
Milestones Private Investment Advisors …5,115$300K0.21%013F-HRTimeline
Christensen, King & Associates Investme…5,111$300K0.13%013F-HRTimeline
Medallion Wealth Advisors, LLC5,083$298K0.11%-2,05513F-HRTimeline
Sequoia Financial Advisors, LLC5,082$298K<0.01%+65913F-HRTimeline
Royal Fund Management, LLC5,070$298K0.04%-16,37513F-HRTimeline
Chicago Partners Investment Group LLC4,826$296K0.01%+813F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,026$295K0.01%013F-HRTimeline
MERIDIAN MANAGEMENT CO5,000$294K0.08%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,000$294K0.07%013F-HRTimeline
Meridian Wealth Management, LLC4,989$293K0.01%-48613F-HRTimeline
Arbor Investment Advisors, LLC4,984$293K0.04%+56513F-HRTimeline
LJI Wealth Management, LLC4,949$291K0.05%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,928$289K0.01%-9113F-HRTimelineGroup
GRIES FINANCIAL LLC4,926$289K0.05%+2813F-HRTimeline
RWA WEALTH PARTNERS, LLC4,877$286K<0.01%013F-HRTimeline
Sharper & Granite LLC4,875$286K0.1%-80513F-HRTimeline
Midwest Trust Co4,875$286K<0.01%-20113F-HRTimeline
Blackston Financial Advisory Group, LLC4,794$281K0.17%-4,23613F-HR/ATimeline
LAZARI CAPITAL MANAGEMENT, INC.4,729$278K0.09%-19913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,703$276K0.02%+25213F-HRTimeline
Owen LaRue, LLC4,653$273K0.11%+41013F-HRTimeline
Clearstead Advisors, LLC4,559$268K<0.01%013F-HRTimeline
Modera Wealth Management, LLC4,555$267K<0.01%013F-HRTimeline
KKM Financial LLC4,540$267K0.08%013F-HRTimeline
Maxele Advisors, LLC4,475$263K0.23%-5013F-HRTimeline
SYNOVUS FINANCIAL CORP4,461$262K<0.01%+22513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,265$250K0.11%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,241$249K<0.01%+2,80513F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO3,011$248K0.03%new13F-HRTimeline
CERTUITY, LLC4,216$248K0.02%013F-HRTimeline
Gryphon Financial Partners LLC4,193$246K0.03%013F-HRTimeline
FIRST MERCHANTS CORP4,169$245K0.01%013F-HRTimeline
CoreCap Advisors, LLC4,156$244K0.01%013F-HRTimeline
Keel Point, LLC4,147$244K0.01%013F-HRTimeline
Fort Sheridan Advisors LLC4,060$238K0.03%-25013F-HRTimeline
Sunburst Financial Group, LLC4,037$237K0.05%013F-HRTimeline
IHT Wealth Management, LLC4,033$237K0.01%-6,15613F-HRTimeline
Independent Advisor Alliance4,032$237K0.01%013F-HRTimeline
SONATA CAPITAL GROUP INC4,000$235K0.09%013F-HRTimeline
LCNB CORP4,000$235K0.08%013F-HRTimeline
Guidance Point Advisors, LLC3,979$234K0.06%+113F-HRTimeline
Keebeck Wealth Management3,968$233K0.03%-34313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,950$232K<0.01%013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,940$231K0.01%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,918$230K0.07%new13F-HRTimeline
PATTEN & PATTEN INC/TN3,900$229K0.01%013F-HRTimeline
Whitener Capital Management, Inc.3,884$228K0.05%new13F-HRTimeline
Redwood Financial Network Corp3,882$228K0.14%-1,22413F-HRTimeline
NorthCoast Asset Management LLC3,873$227K<0.01%+10513F-HRTimeline
Fairscale Capital, LLC3,839$225K0.15%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,815$224K0.01%+3,64513F-HRTimeline
Maia Wealth LLC3,594$223K0.04%-25713F-HRTimeline
Narwhal Capital Management3,750$220K0.02%013F-HRTimeline
Harbour Trust & Investment Management Co3,750$220K0.02%013F-HRTimeline
WEALTH ALLIANCE, LLC3,725$219K0.02%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,719$218K<0.01%-78713F-HRTimeline
Kaydan Wealth Management, Inc.3,681$216K0.06%013F-HRTimeline
Allworth Financial LP3,660$215K<0.01%+17913F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,650$214K0.01%013F-HRTimeline
Keystone Wealth Services, LLC3,645$214K0.05%013F-HRTimeline
Round Rock Advisors LLC3,641$214K0.03%013F-HRTimeline
Atlas Brown,Inc.3,604$212K0.06%+1113F-HRTimeline
Pavion Blue Capital, LLC3,550$208K0.09%013F-HRTimeline
Parallel Advisors, LLC3,546$208K<0.01%+54813F-HRTimeline
Smith Salley Wealth Management3,510$206K0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,506$206K0.02%new13F-HRTimeline
AMG National Trust Bank3,505$206K0.01%new13F-HRTimeline
PCG ASSET MANAGEMENT, LLC3,505$206K0.17%new13F-HR/ATimeline
Berkeley Capital Partners, LLC3,500$206K0.05%new13F-HRTimeline
PFG Investments, LLC3,498$205K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,493$205K<0.01%+313F-HRTimelineGroup
Collaborative Wealth Managment Inc.3,470$204K0.08%new13F-HRTimeline
Koshinski Asset Management, Inc.3,437$202K0.01%-59013F-HRTimeline
Harvest Investment Services, LLC3,423$201K0.04%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …3,530$199K0.02%+1,05513F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,335$196K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,183$187K0.01%+1013F-HRTimeline
Caldwell Trust Co2,720$160K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,571$151K<0.01%+24613F-HRTimeline
Atlantic Edge Private Wealth Management…2,375$139K0.04%013F-HRTimeline
Westfuller Advisors, LLC2,337$137K0.06%new13F-HRTimeline
Sage Mountain Advisors LLC2,300$135K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,210$130K0.01%-1513F-HRTimeline
Front Row Advisors LLC2,152$126K0.04%-30613F-HRTimeline
BigSur Wealth Management LLC2,000$117K0.03%-2,00013F-HRTimeline
Accordant Advisory Group Inc1,940$114K0.08%013F-HRTimeline
Key Financial Inc1,851$112K0.02%+513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,866$110K0.03%013F-HRTimeline
Global Retirement Partners, LLC1,826$107K<0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC1,790$105K0.01%-42513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,750$103K<0.01%-25013F-HRTimeline
Keystone Financial Group1,720$101K0.01%new13F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,685$99K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,675$98.4K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC1,625$95.4K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,620$95.1K<0.01%013F-HR/ATimeline
Larson Financial Group LLC1,593$93.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,479$86.8K<0.01%-1,47413F-HRTimeline
KERR FINANCIAL PLANNING Corp1,288$83K0.12%13F-HR/ATimeline
LANARK FINANCIAL, INC.1,266$74.3K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,260$74K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,250$73.4K0.02%013F-HRTimeline
AlphaCore Capital LLC1,039$61K<0.01%013F-HRTimeline
CVA Family Office, LLC1,035$60.8K0.01%013F-HRTimeline
Perritt Capital Management Inc1,024$60.1K0.03%+413F-HRTimeline
Realta Investment Advisors1,000$58.7K0.02%013F-HRTimeline
Davis Capital Management1,000$58.7K0.04%13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,000$58.7K<0.01%-5,00013F-HRTimelineGroup
NFSG Corp1,000$58.7K0.01%013F-HRTimeline
AE Wealth Management LLC998$58.6K<0.01%-28013F-HRTimeline
CENTRAL TRUST Co935$54.9K<0.01%-2513F-HRTimeline
HHM Wealth Advisors, LLC890$52.3K0.01%013F-HRTimeline
FIRST HORIZON CORP870$51.1K<0.01%13F-HRTimeline
Hilltop National Bank805$47.3K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC804$47.2K0.03%+213F-HRTimeline
Strategic Investment Solutions, Inc. /IL802$47.1K0.01%+313F-HRTimeline