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Disclosery

IYH ISHARES TR

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US HLTHCARE ETF (fund)

540 managers (546 13F filers) reported a position in IYH shares at 2025-12-31, 28,515,153 shares in all. 67 filers opened a position and 24 filers sold out during the quarter.

Managers
540
13F filers
546
New
67
Added
142
Reduced
148
Sold out
24
Shares held by filers
28,515,153

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WESBANCO BANK INC10,385$676K0.02%013F-HRTimeline
Waterloo Capital, L.P.10,348$674K0.05%-15413F-HRTimeline
Geneos Wealth Management Inc.10,317$672K0.02%-2,24613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,257$668K0.01%+3,37113F-HRTimeline
Farther Finance Advisors, LLC10,250$667K0.01%-2,03913F-HRTimeline
Wealthspire Retirement, LLC10,190$663K0.04%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,108$658K0.01%-60913F-HRTimelineGroup
CFM WEALTH PARTNERS LLC10,060$655K0.09%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,055$655K0.04%013F-HRTimeline
Sachetta, LLC10,050$654K0.36%-16713F-HRTimeline
PLANNING DIRECTIONS INC10,004$651K0.33%-2,54213F-HRTimeline
MONTAG A & ASSOCIATES INC10,000$651K0.03%013F-HRTimeline
Carnegie Investment Counsel9,960$648K0.01%013F-HRTimeline
American State Bank (Iowa)9,915$645K0.31%013F-HRTimeline
Valor Advisors LLC9,875$643K0.54%13F-HRTimeline
Tranquility Partners, LLC9,768$636K0.23%013F-HRTimeline
J.W. COLE ADVISORS, INC.39,310$635K0.02%-66813F-HRTimeline
Prime Capital Investment Advisors, LLC9,578$624K0.01%-1,94813F-HRTimeline
Symphony Financial Services, Inc.9,485$617K0.32%+7513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,403$612K0.04%+113F-HRTimeline
Integrated Wealth Concepts LLC9,352$609K0.01%-4,33513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,345$608K0.01%-17813F-HRTimeline
Thomasville National Bank9,275$604K0.04%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO9,175$597K0.01%new13F-HRTimeline
Acropolis Investment Management, LLC9,070$590K0.03%-27513F-HRTimeline
COZAD ASSET MANAGEMENT INC8,981$585K0.05%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8,878$578K<0.01%+213F-HRTimeline
Moors & Cabot, Inc.8,848$576K0.02%-77713F-HRTimeline
HARBOUR INVESTMENTS, INC.8,843$576K0.01%+6,27213F-HRTimeline
Caprock Group, LLC8,800$573K0.01%-11513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,769$571K0.01%+67013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC8,749$570K0.02%+213F-HRTimeline
Mandatum Life Insurance Co Ltd8,471$551K0.13%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,423$548K0.01%-30013F-HRTimelineGroup
Black Swift Group, LLC8,405$547K0.09%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,308$541K<0.01%+1,36713F-HRTimeline
COMERICA BANK8,281$539K<0.01%-26013F-HRTimeline
EP Wealth Advisors, LLC8,272$539K<0.01%13F-HRTimeline
Mill Creek Capital Advisors, LLC8,250$537K0.01%013F-HRTimeline
Retirement Planning Group, LLC8,192$533K0.02%+25313F-HRTimeline
Jacobs Equity LLC8,091$527K0.51%13F-HRTimeline
RWA WEALTH PARTNERS, LLC8,069$525K0.01%+3,19213F-HRTimeline
Baker Avenue Asset Management, LP7,871$512K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,835$510K0.04%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,625$508K0.01%013F-HRTimeline
Sage Capital Management, LLC7,726$503K0.23%+2813F-HRTimeline
Aptus Capital Advisors, LLC7,701$501K<0.01%+1313F-HRTimeline
Wealthspire Advisors, LLC7,640$497K<0.01%+1713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,535$491K<0.01%+75013F-HRTimelineGroup
Rollins Financial Advisors, LLC7,514$489K0.07%+2,04913F-HRTimeline
Merit Financial Group, LLC7,450$485K<0.01%+92713F-HRTimeline
Moment Partners, LLC7,375$480K0.1%013F-HRTimeline
Archer Investment Corp7,369$480K0.11%+113F-HRTimeline
Perigon Wealth Management, LLC7,363$479K0.01%-2,26413F-HRTimeline
Brookwood Investment Group LLC7,359$479K0.06%-10513F-HRTimeline
CENTAURUS FINANCIAL, INC.7,115$463K0.02%+4,90513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,097$462K0.01%+7,08313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC7,071$460K0.01%-3,25013F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC7,055$459K0.38%013F-HRTimeline
AMERIFLEX GROUP, INC.7,029$458K0.24%-7,06913F-HRTimeline
August Group Capital Ltd7,000$456K0.51%13F-HRTimeline
Strategic Advocates LLC6,947$455K0.12%+8713F-HRTimeline
Arax Advisory Partners6,958$453K0.01%new13F-HRTimeline
American Financial Advisors, LLC6,942$452K0.06%-60713F-HRTimeline
MRA Advisory Group6,926$451K0.19%+613F-HRTimeline
IEQ CAPITAL, LLC6,919$450K<0.01%+1,45913F-HRTimeline
Weaver Consulting Group6,837$445K0.11%+213F-HRTimeline
Manchester Capital Management LLC6,779$441K0.06%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,768$440K0.01%-20313F-HRTimelineGroup
Allworth Financial LP6,763$440K<0.01%+3,10313F-HRTimeline
TSG Advice Partners, LLC6,742$439K0.07%13F-HRTimeline
Granite FO LLC6,663$434K0.23%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…6,641$432K0.13%013F-HRTimeline
Athena Investment Management6,546$426K0.22%013F-HRTimeline
Counterweight Ventures, LLC6,507$424K0.24%013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,505$423K0.02%013F-HRTimeline
Headlands Technologies LLC6,500$423K0.04%new13F-HRTimeline
Kelsey Financial, LLC6,500$423K0.36%13F-HRTimeline
Armor Investment Advisors, LLC6,483$422K0.16%-1,39813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC6,335$412K0.16%013F-HRTimeline
Procyon Advisors, LLC6,250$407K0.02%013F-HRTimeline
Millennium Capital Advisors, LLC6,200$404K0.24%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,189$403K0.02%-3,13413F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.6,125$399K0.15%+2413F-HRTimeline
North Star Investment Management Corp.6,105$397K0.02%013F-HRTimeline
First Heartland Consultants, Inc.6,096$397K0.03%+12413F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV6,076$396K0.07%013F-HRTimeline
Snowden Capital Advisors LLC6,079$396K0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,075$395K0.02%-14,89013F-HRTimeline
GARRISON POINT ADVISORS, LLC6,005$391K0.17%+72513F-HRTimeline
FIRST UNITED BANK & TRUST6,000$391K0.12%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,960$388K0.01%013F-HRTimelineGroup
Visionary Wealth Advisors5,932$386K0.02%-27613F-HRTimeline
Summit Financial, LLC5,875$382K0.01%+57013F-HRTimeline
D.A. DAVIDSON & CO.5,851$381K<0.01%+68913F-HRTimeline
Focus Financial Network, Inc.5,842$380K0.01%-1213F-HRTimeline
Shira Ridge Wealth Management5,834$380K0.15%-80413F-HRTimeline
Meridian Wealth Management, LLC5,778$376K0.01%+78913F-HRTimeline
Ignite Planners, LLC5,789$376K0.06%+413F-HRTimeline
Mesirow Financial Investment Management…5,751$374K0.01%+813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,647$368K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,622$366K<0.01%+1013F-HRTimelineGroup
Pingora Partners LLC5,622$366K0.22%-90013F-HRTimeline
Owen LaRue, LLC5,537$360K0.14%+88413F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,526$360K0.01%+50013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,500$358K0.01%013F-HRTimeline
Harvest Investment Services, LLC5,486$357K0.07%+2,06313F-HRTimeline
HB Wealth Management, LLC5,471$356K<0.01%+24513F-HRTimeline
Colorado Capital Management, Inc.5,455$355K0.13%013F-HRTimeline
Principle Wealth Partners LLC5,435$354K0.02%-1,10013F-HRTimeline
Capital Investment Advisory Services, L…5,425$353K0.02%-28813F-HRTimeline
Arrowroot Family Office, LLC5,407$352K0.13%-1,56613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,380$350K<0.01%013F-HRTimelineGroup
TPG Advisors LLC5,375$350K0.22%013F-HRTimeline
Summit Wealth Group, LLC5,308$346K0.08%-23113F-HRTimeline
PFG Advisors5,276$343K0.02%-56513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,219$340K<0.01%+1,50013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC5,181$337K0.12%new13F-HRTimeline
BAILARD, INC.5,150$335K0.01%013F-HRTimeline
Christensen, King & Associates Investme…5,111$333K0.14%013F-HRTimeline
Sequoia Financial Advisors, LLC5,087$331K<0.01%+513F-HRTimeline
Key Client Fiduciary Advisors, LLC5,070$330K0.11%-12413F-HRTimeline
MERIDIAN MANAGEMENT CO5,000$326K0.08%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,000$326K0.07%013F-HRTimeline
BCS Wealth Management5,000$326K0.03%new13F-HRTimeline
Arbor Investment Advisors, LLC4,984$324K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,935$321K0.01%+713F-HRTimelineGroup
Milestones Private Investment Advisors …4,929$321K0.22%-18613F-HRTimeline
Chicago Partners Investment Group LLC4,835$320K0.01%+913F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,879$318K0.03%-81113F-HRTimeline
Midwest Trust Co4,875$317K<0.01%013F-HRTimeline
LJI Wealth Management, LLC4,849$316K0.05%-10013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,799$312K0.1%+7013F-HR/ATimeline
Medallion Wealth Advisors, LLC4,791$312K0.1%-29213F-HRTimeline
COURIER CAPITAL LLC4,725$308K0.02%-50013F-HRTimeline
Cornerstone Wealth Management, LLC4,646$302K0.02%-60013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP4,624$301K<0.01%-8,17613F-HRTimelineGroup
Stronghold Wealth Management L.L.C.4,541$296K0.44%13F-HRTimeline
KKM Financial LLC4,540$296K0.05%013F-HRTimeline
Redwood Financial Network Corp4,502$293K0.19%+62013F-HRTimeline
Maxele Advisors, LLC4,475$291K0.24%013F-HRTimeline
FOCUSED ALPHA, LLC4,446$289K0.09%13F-HRTimeline
Modera Wealth Management, LLC4,434$289K<0.01%-12113F-HRTimeline
Blackston Financial Advisory Group, LLC4,426$288K0.18%-36813F-HRTimeline
Sharper & Granite LLC4,375$285K0.1%-50013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,303$280K0.01%-7,39213F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.4,265$278K0.12%013F-HRTimeline
Legacy Advisors, LLC4,250$277K0.03%new13F-HRTimeline
CERTUITY, LLC4,215$274K0.02%-113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,201$273K0.02%-50213F-HRTimeline
Gryphon Financial Partners LLC4,193$273K0.03%013F-HRTimeline
Guidance Point Advisors, LLC4,174$272K0.06%+19513F-HRTimeline
FIRST MERCHANTS CORP4,169$271K0.01%013F-HRTimeline
Keel Point, LLC4,147$270K0.02%013F-HRTimeline
Fort Sheridan Advisors LLC4,060$264K0.03%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,045$263K<0.01%13F-HR/ATimelineGroup
Whitener Capital Management, Inc.4,047$263K0.06%+16313F-HRTimeline
Clearstead Advisors, LLC4,042$263K<0.01%-51713F-HRTimeline
Sunburst Financial Group, LLC4,037$263K0.05%013F-HRTimeline
Independent Advisor Alliance4,032$262K0.01%013F-HRTimeline
LCNB CORP4,000$260K0.09%013F-HRTimeline
SONATA CAPITAL GROUP INC4,000$260K0.09%013F-HRTimeline
Karnit Road Accident Victims Compensati…4,000$260K0.15%13F-HRTimeline
PW Nova Financial Services LLC3,946$258K0.1%13F-HRTimeline
AlphaCore Capital LLC3,957$258K0.01%+2,91813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,950$257K<0.01%013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,940$256K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,930$256K<0.01%+43713F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.3,918$255K0.07%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,910$255K0.01%new13F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.3,903$254K0.14%-2,45513F-HRTimeline
Keebeck Wealth Management3,878$252K0.03%-9013F-HRTimeline
Joseph P. Lucia & Associates, LLC3,870$252K0.09%new13F-HRTimeline
Csenge Advisory Group3,868$252K0.01%-2,79313F-HRTimeline
Ridge Creek Global, Inc3,840$250K0.21%13F-HRTimeline
JFS WEALTH ADVISORS, LLC3,815$248K0.01%013F-HRTimeline
IHT Wealth Management, LLC3,753$244K0.01%-28013F-HRTimeline
Narwhal Capital Management3,750$244K0.02%013F-HRTimeline
Harbour Trust & Investment Management Co3,750$244K0.02%013F-HRTimeline
WEALTH ALLIANCE, LLC3,725$243K0.02%013F-HRTimeline
Kaydan Wealth Management, Inc.3,681$240K0.07%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,650$238K0.01%013F-HRTimeline
Keystone Wealth Services, LLC3,645$237K0.05%013F-HRTimeline
Round Rock Advisors LLC3,641$237K0.04%013F-HR/ATimeline
Atlas Brown,Inc.3,617$235K0.07%+1313F-HRTimeline
Pavion Blue Capital, LLC3,550$231K0.1%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,551$231K0.03%new13F-HR/ATimelineGroup
Smith Salley Wealth Management3,510$229K0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,506$228K0.02%013F-HRTimeline
AMG National Trust Bank3,505$228K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,496$228K0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC3,485$227K<0.01%-6113F-HRTimeline
PFG Investments, LLC3,479$226K0.01%-1913F-HRTimeline
Argyle Capital Partners, LLC3,474$226K0.17%-2,14313F-HRTimeline
Collaborative Wealth Managment Inc.3,470$226K0.08%013F-HRTimeline
PATTEN & PATTEN INC/TN3,400$221K0.01%-50013F-HRTimeline
GM Advisory Group, LLC3,373$220K0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC3,335$217K0.01%013F-HRTimeline
Bedel Financial Consulting, Inc.3,327$217K0.02%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,305$215K0.02%new13F-HRTimelineGroup