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Disclosery

IYH ISHARES TR

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US HLTHCARE ETF (fund)

498 managers (501 13F filers) reported a position in IYH shares at 2025-03-31, 23,438,091 shares in all. 37 filers opened a position and 40 filers sold out during the quarter.

Managers
498
13F filers
501
New
37
Added
133
Reduced
171
Sold out
40
Shares held by filers
23,438,091

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Larson Financial Group LLC1,343$81.8K<0.01%+75013F-HRTimeline
First Horizon Advisors, Inc.1,340$81.6K<0.01%-21513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,336$81.4K<0.01%+50113F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,250$76.1K0.03%013F-HRTimeline
Continuum Advisory, LLC1,163$70.8K0.01%-3713F-HRTimeline
AlphaCore Capital LLC1,039$63.3K0.01%new13F-HRTimeline
CVA Family Office, LLC1,035$63K0.01%013F-HRTimeline
Perritt Capital Management Inc1,017$61.9K0.03%+313F-HRTimeline
SIGNATUREFD, LLC1,015$61.8K<0.01%-49913F-HRTimeline
Realta Investment Advisors1,000$60.9K0.03%013F-HRTimeline
Davis Capital Management1,000$60.9K0.05%013F-HRTimeline
HHM Wealth Advisors, LLC890$54.2K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC799$48.7K0.04%+213F-HRTimeline
Strategic Investment Solutions, Inc. /IL797$48.5K0.01%+64013F-HRTimeline
New Republic Capital, LLC784$47.7K0.02%013F-HRTimeline
Family Manage LLC750$45.7K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC750$45.7K0.02%013F-HR/ATimeline
Tidemark, LLC705$42.9K0.02%013F-HRTimeline
LRI Investments, LLC675$41.1K<0.01%013F-HRTimeline
Westside Investment Management, Inc.640$39K0.01%+5013F-HRTimeline
Pacifica Partners Inc.635$37.8K0.02%013F-HRTimeline
Flaharty Asset Management, LLC600$36.5K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.585$36K0.02%013F-HRTimeline
Compass Wealth Management LLC575$35K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO570$34.7K<0.01%-32513F-HRTimelineGroup
Arax Advisory Partners565$34.4K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.560$34.1K0.02%+113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA545$33.2K0.01%013F-HRTimeline
CX Institutional538$33K<0.01%-14,06313F-HRTimeline
DUNCKER STREETT & CO INC536$32.6K0.01%013F-HRTimeline
2UniFi Bank500$31.2K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.511$31.1K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp510$31.1K0.03%+113F-HRTimeline
Truvestments Capital LLC500$30.4K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC500$30.4K0.02%013F-HRTimeline
MGB Wealth Management, LLC500$30.4K0.01%-1,00013F-HRTimeline
Park Square Financial Group, LLC500$30.4K0.02%013F-HRTimeline
TSFG, LLC500$30K0.01%-85013F-HRTimeline
Rise Advisors, LLC468$28.5K0.01%+113F-HRTimeline
CENTRAL TRUST Co460$28K<0.01%013F-HRTimeline
Allianz SEin group Allianz SE425$25.9K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…400$24.4K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC380$23.1K0.01%013F-HRTimeline
Avion Wealth400$23K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC375$22.8K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC370$22.5K<0.01%+34013F-HRTimelineGroup
Keystone Global Partners, LLC347$21.1K0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC340$20.7K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC330$20.1K<0.01%013F-HRTimeline
Asset Dedication, LLC330$20.1K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC325$19.8K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC325$19.8K<0.01%013F-HRTimeline
Transce3nd, LLC310$18.9K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT305$18.6K<0.01%013F-HRTimeline
HighMark Wealth Management LLC303$18.5K0.01%+113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC300$18.3K0.01%013F-HRTimeline
GKV Capital Management Co., Inc.300$18.3K0.01%013F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/299$18.2K0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…288$17.5K0.01%013F-HRTimelineGroup
PSI Advisors, LLC280$17K0.01%-65913F-HRTimeline
Missouri Trust & Investment Co275$16.7K0.01%013F-HRTimeline
Independence Bank of Kentucky270$16.4K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA267$16.3K<0.01%-29313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA265$16.1K<0.01%-8013F-HRTimelineGroup
Hartford Financial Management Inc.255$15.5K<0.01%013F-HRTimeline
COUNTRY TRUST BANK250$15.2K<0.01%new13F-HR/ATimeline
Aberdeen Wealth Management LLC250$15.2K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC240$14.6K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC225$13.7K<0.01%new13F-HRTimeline
WHITTIER TRUST CO220$13.4K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC189$11.5K<0.01%+5713F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors185$11.3K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC181$11K<0.01%-49113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS165$10K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$9.13K<0.01%-52513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC150$9K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC128$7.79K<0.01%013F-HR/ATimeline
Physician Wealth Advisors, Inc.115$7K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp115$7K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC110$6.7K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.107$6.49K<0.01%+113F-HRTimeline
Register Financial Advisors LLC100$6.09K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.100$6.09K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC90$5K<0.01%013F-HRTimelineGroup
Sachetta, LLC78$4.76K<0.01%+4613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.77$4.69K<0.01%013F-HRTimeline
EPG Wealth Management LLC75$4.57K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC60$3.65K<0.01%13F-HRTimeline
Mascoma Wealth Management LLC55$3.35K<0.01%013F-HRTimeline
Anchor Investment Management, LLC51$3.1K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC40$2.44K<0.01%13F-HRTimeline
Synergy Investment Management, LLC40$2.44K<0.01%-7013F-HRTimeline
Viewpoint Capital Management LLC20$1.22K<0.01%013F-HRTimeline
Gould Capital, LLC12$731<0.01%013F-HRTimeline
CURIO WEALTH, LLC1$291<0.01%new13F-HRTimeline
Glassman Wealth Services2$122<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC1$81<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-7,40013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.