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Disclosery

IYH ISHARES TR

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US HLTHCARE ETF (fund)

482 managers (485 13F filers) reported a position in IYH shares at 2025-06-30, 21,669,575 shares in all. 26 filers opened a position and 47 filers sold out during the quarter.

Managers
482
13F filers
485
New
26
Added
119
Reduced
181
Sold out
47
Shares held by filers
21,669,575

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Nova Wealth Management, Inc.965$54.5K0.04%-1,31213F-HRTimeline
CENTRAL TRUST Co960$54.2K<0.01%+50013F-HRTimeline
HHM Wealth Advisors, LLC890$50.3K0.01%013F-HRTimeline
Hilltop National Bank805$45.5K0.01%13F-HRTimeline
Frazier Financial Advisors, LLC802$45.3K0.03%+313F-HRTimeline
Strategic Investment Solutions, Inc. /IL799$45.1K0.01%+213F-HRTimeline
New Republic Capital, LLC770$43.5K0.02%-1413F-HRTimeline
Family Manage LLC750$42.4K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC750$42.4K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…748$42.2K<0.01%-58813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC734$41.5K<0.01%+36413F-HRTimelineGroup
Tidemark, LLC705$39.8K0.01%013F-HRTimeline
LRI Investments, LLC675$38.1K<0.01%013F-HRTimeline
SIGNATUREFD, LLC648$36.6K<0.01%-36713F-HRTimeline
Pacifica Partners Inc.635$35.7K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.585$33K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO570$32.2K<0.01%013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA545$30.8K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC536$30.3K0.01%013F-HRTimeline
Financial Perspectives, Inc523$29.5K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp512$28.9K0.02%+213F-HRTimeline
Cape Investment Advisory, Inc.511$28.9K0.01%013F-HRTimeline
Truvestments Capital LLC500$28.2K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC500$28.2K0.01%013F-HRTimeline
2UniFi Bank500$28.2K0.02%013F-HRTimeline
Park Square Financial Group, LLC500$28.2K0.02%013F-HRTimeline
TSFG, LLC500$28K0.01%013F-HRTimeline
RMG Wealth Management LLC500$27.8K<0.01%13F-HRTimeline
Rise Advisors, LLC470$26.5K0.01%+213F-HRTimeline
Allianz SEin group Allianz SE425$24K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…400$22.6K0.01%013F-HRTimeline
Avion Wealth400$22K0.01%013F-HR/ATimeline
Blue Trust, Inc.381$21.5K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC380$21.5K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC375$21.2K<0.01%013F-HRTimeline
Keystone Global Partners, LLC347$19.6K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC330$18.6K<0.01%013F-HRTimeline
Asset Dedication, LLC330$18.6K<0.01%013F-HRTimeline
Transce3nd, LLC310$17.5K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT305$17.2K<0.01%013F-HRTimeline
HighMark Wealth Management LLC304$17.2K0.01%+113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC300$16.9K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/299$16.9K0.01%013F-HR/ATimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…288$16.3K0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co275$15.5K0.01%013F-HRTimeline
Independence Bank of Kentucky270$15.2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA267$15.1K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS265$15K0.01%+10013F-HRTimeline
Hartford Financial Management Inc.255$14.4K<0.01%013F-HRTimeline
COUNTRY TRUST BANK250$14.1K<0.01%013F-HRTimeline
Westside Investment Management, Inc.250$14.1K<0.01%-39013F-HRTimeline
Glenmede Investment Management, LP250$14.1K<0.01%13F-HRTimeline
Aberdeen Wealth Management LLC250$14.1K0.01%013F-HRTimeline
WHITTIER TRUST CO220$12.4K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors185$10.4K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC182$10.3K<0.01%+113F-HRTimeline
WEST PACES ADVISORS INC.177$10K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC170$9.6K<0.01%-17013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$8.47K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC150$8K<0.01%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.141$7.92K0.01%-41913F-HRTimeline
Golden State Wealth Management, LLC128$7.23K<0.01%013F-HRTimeline
Access Investment Management LLC125$7.06K<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.115$6.5K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp115$6.5K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.107$6.04K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc100$5.65K<0.01%new13F-HRTimeline
Register Financial Advisors LLC100$5.65K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.100$5.65K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.77$4.35K<0.01%013F-HRTimeline
EPG Wealth Management LLC75$4.24K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC75$4.24K<0.01%-25013F-HRTimeline
Nalls Sherbakoff Group, LLC60$3.39K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC55$3.11K<0.01%013F-HRTimeline
Anchor Investment Management, LLC51$2.88K<0.01%013F-HRTimeline
SYM FINANCIAL Corp25$1.41K<0.01%new13F-HRTimeline
Viewpoint Capital Management LLC20$1.13K<0.01%013F-HRTimeline
Gould Capital, LLC12$678<0.01%013F-HRTimeline
CURIO WEALTH, LLC5$283<0.01%+413F-HRTimeline
Glassman Wealth Services2$113<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$76<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.