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Disclosery

IYH ISHARES TR

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US HLTHCARE ETF (fund)

505 managers (507 13F filers) reported a position in IYH shares at 2024-12-31, 23,541,906 shares in all. 28 filers opened a position and 57 filers sold out during the quarter.

Managers
505
13F filers
507
New
28
Added
128
Reduced
157
Sold out
57
Shares held by filers
23,541,906

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
TSFG, LLC1,350$79K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,250$72.8K0.03%013F-HRTimeline
Continuum Advisory, LLC1,200$69.9K0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC1,180$68.8K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,178$68.6K<0.01%-36413F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.1,101$68.3K0.05%+1,09613F-HRTimeline
CVA Family Office, LLC1,035$60.3K0.01%013F-HRTimeline
Perritt Capital Management Inc1,014$59.1K0.03%+313F-HRTimeline
Realta Investment Advisors1,000$58.9K0.02%013F-HRTimeline
Davis Capital Management1,000$58.3K0.05%013F-HRTimeline
Ransom Advisory, Ltd1,000$58.3K0.03%013F-HRTimeline
PSI Advisors, LLC939$54.7K0.02%+313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO895$52.2K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC890$51.9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…835$48.7K<0.01%013F-HRTimelineGroup
Hilltop National Bank805$46.9K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC797$46.4K0.04%+313F-HRTimeline
New Republic Capital, LLC784$45.7K0.03%-113F-HRTimeline
Strategic Investment Solutions, Inc. /IL157$45K0.02%-63513F-HRTimeline
Family Manage LLC750$43.7K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC750$43.7K0.03%13F-HRTimeline
Tidemark, LLC705$41.1K0.02%013F-HRTimeline
Transcendent Capital Group LLC700$40.8K0.02%-30013F-HRTimeline
ROTHSCHILD INVESTMENT LLC675$39.3K<0.01%013F-HRTimeline
LRI Investments, LLC675$39.3K<0.01%013F-HRTimeline
Beacon Capital Management, LLC672$39.2K0.01%-1513F-HRTimeline
Pacifica Partners Inc.635$37K0.02%013F-HRTimeline
WASHINGTON TRUST Co606$35.3K<0.01%-1,30413F-HRTimeline
Larson Financial Group LLC593$34.6K<0.01%013F-HRTimeline
Westside Investment Management, Inc.590$34.4K0.01%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.585$34K0.02%013F-HRTimeline
Compass Wealth Management LLC575$33.5K0.01%013F-HRTimeline
Arax Advisory Partners565$32.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA560$32.6K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.559$32.5K0.02%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA545$31.8K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC536$31.2K0.01%-31413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…516$30.1K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.511$29.8K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp509$29.7K0.03%13F-HRTimeline
Van Hulzen Asset Management, LLC500$29.1K<0.01%new13F-HRTimeline
Truvestments Capital LLC500$29.1K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC500$29.1K0.02%013F-HRTimeline
2UniFi Bank500$29.1K0.02%13F-HRTimeline
Park Square Financial Group, LLC500$29.1K0.02%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…491$28.6K<0.01%+213F-HRTimelineGroup
Rise Advisors, LLC467$27.2K0.01%+113F-HRTimeline
CENTRAL TRUST Co460$26.8K<0.01%013F-HRTimeline
Allianz SEin group Allianz SE425$24.8K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…400$23.3K0.01%013F-HRTimeline
Avion Wealth400$23K0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC380$22.1K0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC375$21.9K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA345$20.1K<0.01%013F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC305$19.8K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC340$19.8K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC330$19.2K<0.01%013F-HRTimeline
Asset Dedication, LLC330$19.2K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC325$18.9K0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC325$18.9K<0.01%013F-HRTimeline
Transce3nd, LLC310$18.1K0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT305$17.8K<0.01%013F-HRTimeline
HighMark Wealth Management LLC302$17.6K0.01%+113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC300$17.5K0.01%013F-HRTimeline
GKV Capital Management Co., Inc.300$17.5K0.01%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/299$17.4K0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…288$16.8K0.01%new13F-HRTimelineGroup
Missouri Trust & Investment Co275$16K0.01%013F-HRTimeline
Hartford Financial Management Inc.255$14.9K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC250$14.6K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC240$14K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC239$13.9K<0.01%+113F-HRTimeline
WHITTIER TRUST CO220$12.8K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…196$11.4K<0.01%-82813F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors185$10.8K<0.01%013F-HRTimelineGroup
Fortis Group Advisors, LLC170$9.91K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS165$9.62K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…165$9.61K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC150$9K<0.01%013F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC132$7.64K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC128$7.46K<0.01%13F-HRTimeline
WR Wealth Planners, LLC125$7.28K<0.01%-8013F-HRTimeline
Physician Wealth Advisors, Inc.115$6.7K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp115$6.7K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC110$6.41K<0.01%013F-HRTimeline
Synergy Investment Management, LLC110$6.41K<0.01%13F-HRTimeline
FAS Wealth Partners, Inc.106$6.19K<0.01%-35013F-HRTimeline
Register Financial Advisors LLC100$5.83K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.100$5.83K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC90$5K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC90$5K<0.01%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.77$4.49K<0.01%13F-HRTimeline
EPG Wealth Management LLC75$4.37K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC61$3.57K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC55$3.21K<0.01%013F-HRTimeline
Anchor Investment Management, LLC51$2.97K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC50$2.91K<0.01%013F-HRTimeline
Sachetta, LLC32$1.87K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC30$1.75K<0.01%013F-HRTimelineGroup
Viewpoint Capital Management LLC20$1.17K<0.01%013F-HRTimeline
Gould Capital, LLC12$699<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2$1570.01%-2,70813F-HRTimeline
Retirement Wealth Solutions LLC1$79<0.01%13F-HRTimeline
GeoWealth Management, LLC1$49<0.01%013F-HRTimeline
PKS Advisory Services, LLC71,569$4.17K13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.