Skip to content
Disclosery

IYH ISHARES TR

Follow

US HLTHCARE ETF (fund)

525 managers (534 13F filers) reported a position in IYH shares at 2026-06-30, 23,034,309 shares in all. 55 filers opened a position and 37 filers sold out during the quarter.

Managers
525
13F filers
534
New
55
Added
137
Reduced
155
Sold out
37
Shares held by filers
23,034,309

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Caldwell Trust Co2,720$182K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…2,375$159K0.03%013F-HRTimeline
Sage Mountain Advisors LLC2,300$154K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,160$145K0.01%013F-HRTimeline
BigSur Wealth Management LLC2,000$134K0.03%013F-HRTimeline
Accordant Advisory Group Inc1,940$130K0.09%013F-HRTimeline
CDKV HOLDINGS LLC1,928$129K0.1%013F-HRTimeline
Key Financial Inc1,865$125K0.02%+413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,750$117K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,685$113K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,640$110K<0.01%-3513F-HRTimelineGroup
MTM Investment Management, LLC1,625$109K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,620$109K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,481$99.2K<0.01%+77213F-HRTimelineGroup
AdvisorNet Financial, Inc1,481$99.2K<0.01%+113F-HRTimeline
Front Row Advisors LLC1,352$95.8K0.03%-80013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,400$93.8K<0.01%+313F-HRTimeline
AE Wealth Management LLC1,388$93.1K<0.01%-1,00013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,350$90.5K0.02%013F-HRTimeline
CENTRAL TRUST Co1,285$86.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,266$84.8K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,250$83.8K0.02%013F-HRTimeline
NFSG Corp1,100$73.7K0.01%013F-HRTimeline
NBH Bank1,100$73.7K0.03%13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,099$73.6K<0.01%+11313F-HRTimeline
CVA Family Office, LLC1,035$69.4K0.01%013F-HRTimeline
Triumph Capital Management1,000$67K0.01%013F-HRTimeline
Realta Investment Advisors1,000$67K0.02%013F-HRTimeline
Davis Capital Management1,000$67K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…986$66.1K<0.01%+26113F-HRTimelineGroup
Global Retirement Partners, LLC925$62K<0.01%13F-HRTimeline
HHM Wealth Advisors, LLC890$59.6K0.01%013F-HRTimeline
MATHER GROUP, LLC.889$59.6K<0.01%+43413F-HRTimeline
Basepoint Wealth LLC881$59K0.03%+213F-HRTimeline
FIRST HORIZON CORP870$58.3K<0.01%013F-HRTimeline
Synergy Investment Management, LLC830$55.6K0.01%+52613F-HRTimeline
Strategic Investment Solutions, Inc. /IL809$54.2K0.01%+213F-HRTimeline
Frazier Financial Advisors, LLC807$54.1K0.03%013F-HRTimeline
ENTRUST FINANCIAL LLC772$51.7K0.03%+213F-HRTimeline
New Republic Capital, LLC766$51.3K0.01%013F-HRTimeline
Family Manage LLC750$50.3K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC750$50.3K0.01%013F-HRTimeline
Signature Equity Partners, LLC722$48.4K0.02%+213F-HRTimeline
Tidemark, LLC705$47.2K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS676$45.2K<0.01%new13F-HRTimeline
LRI Investments, LLC675$45.2K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC658$44.1K0.01%013F-HRTimeline
SIGNATUREFD, LLC648$43.4K<0.01%013F-HRTimeline
Community Financial Services Group, LLC595$40.1K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.585$39K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO570$38.2K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC560$37.5K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA545$36.5K0.01%013F-HRTimeline
Continuum Advisory, LLC535$35.9K<0.01%new13F-HRTimeline
RMG Wealth Management LLC500$35.6K<0.01%new13F-HRTimeline
Financial Perspectives, Inc529$35.5K0.01%+113F-HRTimeline
Murphy & Mullick Capital Management Corp518$34.7K0.02%+113F-HRTimeline
Cape Investment Advisory, Inc.511$34.2K0.01%new13F-HRTimeline
TSFG, LLC500$34K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC506$33.9K<0.01%-67513F-HRTimeline
Truvestments Capital LLC500$33.5K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.500$33.5K0.02%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC500$33.5K0.02%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.490$33.4K<0.01%013F-HRTimelineGroup
Westfuller Advisors, LLC495$33.2K0.01%-1,23213F-HRTimeline
Regatta Research & Money Management490$32.8K0.03%13F-HRTimeline
Westside Investment Management, Inc.450$30.2K<0.01%+15013F-HRTimeline
Beutel, Goodman & Co Ltd.460$30K<0.01%013F-HRTimeline
Hilltop National Bank425$28.5K0.01%013F-HRTimeline
SHP Wealth Management415$27.8K<0.01%+20013F-HRTimeline
Steigerwald, Gordon & Koch Inc.385$25.8K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC380$25.5K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC375$25.1K<0.01%013F-HRTimeline
Vision Retirement, LLC355$23.8K0.01%013F-HRTimeline
Fairscale Capital, LLC339$22.7K0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.363$22.4K0.02%013F-HRTimeline
GGM Financial LLC322$21.6K0.01%+113F-HRTimeline
HighMark Wealth Management LLC308$20.6K0.01%+113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/299$20K0.01%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC280$18.8K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky270$18.1K<0.01%013F-HRTimeline
Hartford Financial Management Inc.255$17.1K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp255$17K0.02%+113F-HRTimeline
CX Institutional260$17K<0.01%-11,34713F-HRTimeline
BankChampaign, National Association252$16.9K0.01%013F-HRTimeline
COUNTRY TRUST BANK250$16.8K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC247$16.6K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP220$14.7K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA200$13.4K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.175$11.7K<0.01%013F-HRTimeline
Pacifica Partners Inc.160$11.1K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.159$10.7K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$10.1K<0.01%013F-HRTimeline
Miller Capital Partners, Inc.150$10.1K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC154$10K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.142$9.52K0.01%013F-HRTimeline
Asset Dedication, LLC115$7.71K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.115$7.71K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp115$7.71K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.108$7.25K<0.01%013F-HRTimeline
Register Financial Advisors LLC100$6.7K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.100$6.7K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.77$5.16K<0.01%013F-HRTimeline
EPG Wealth Management LLC75$5.03K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC75$5.03K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC77$5K<0.01%013F-HRTimelineGroup
MCF Advisors LLC72$4.81K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA67$4.49K<0.01%013F-HRTimeline
TD Capital Management LLC64$4.29K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC60$4.02K<0.01%013F-HRTimeline
Key Capital Management, INC60$4.02K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC52$3.46K<0.01%013F-HRTimeline
PlanVest Financial, Inc52$3.46K<0.01%+113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED51$3.42K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC48$3.25K<0.01%013F-HRTimeline
Core Capital Management & Research, inc.40$2.96K<0.01%13F-HRTimeline
Dunhill Financial, LLC41$2.75K<0.01%+1113F-HRTimeline
HM PAYSON & CO25$1.68K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp25$1.68K<0.01%013F-HRTimeline
Signature Resources Capital Management,…18$1.21K<0.01%new13F-HRTimeline
Markowski Investments12$812<0.01%13F-HRTimeline
Gould Capital, LLC12$804<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2$134<0.01%013F-HRTimeline
Glassman Wealth Services2$134<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$90<0.01%013F-HRTimeline