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Disclosery

IYH ISHARES TR

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US HLTHCARE ETF (fund)

474 managers (479 13F filers) reported a position in IYH shares at 2025-09-30, 22,553,184 shares in all. 33 filers opened a position and 35 filers sold out during the quarter.

Managers
474
13F filers
479
New
33
Added
125
Reduced
166
Sold out
35
Shares held by filers
22,553,184

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
New Republic Capital, LLC770$45.2K0.01%013F-HRTimeline
Family Manage LLC750$44K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC750$44K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC734$43.1K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…726$42.6K<0.01%-2213F-HRTimelineGroup
Tidemark, LLC705$41.4K0.01%013F-HRTimeline
LRI Investments, LLC675$39.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC648$38.1K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.641$37.6K0.03%-32413F-HRTimeline
SJS Investment Consulting Inc.615$36.1K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.585$34K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO570$33.5K<0.01%013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA545$32K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC536$31.5K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp514$31.2K0.02%+213F-HRTimeline
RMG Wealth Management LLC500$30.9K<0.01%013F-HRTimeline
Financial Perspectives, Inc524$30.8K0.01%+113F-HRTimeline
Truvestments Capital LLC500$29.4K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC500$29.4K0.01%013F-HRTimeline
2UniFi Bank500$29.4K0.01%013F-HRTimeline
TSFG, LLC500$29K<0.01%013F-HRTimeline
Rise Advisors, LLC471$27.7K0.01%+113F-HRTimeline
Beutel, Goodman & Co Ltd.460$27K<0.01%new13F-HRTimeline
Allianz SEin group Allianz SE425$25K<0.01%013F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.385$22.6K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC380$22.3K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC375$22K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC369$21.7K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC330$19.4K<0.01%013F-HRTimeline
GGM Financial LLC319$18.7K0.01%new13F-HRTimeline
HighMark Wealth Management LLC305$17.9K0.01%+113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT305$17.9K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/299$17.6K0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…288$16.9K<0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co275$16.1K<0.01%013F-HRTimeline
Independence Bank of Kentucky270$15.9K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS265$15.6K0.01%013F-HRTimeline
Hartford Financial Management Inc.255$15K<0.01%013F-HRTimeline
COUNTRY TRUST BANK250$14.7K<0.01%013F-HRTimeline
Westside Investment Management, Inc.250$14.7K<0.01%013F-HRTimeline
Glenmede Investment Management, LP250$14.7K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC250$14.7K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC243$14.3K<0.01%-1,73413F-HRTimeline
Mascoma Wealth Management LLC215$12.6K<0.01%+16013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors185$10.9K<0.01%013F-HRTimelineGroup
Pacifica Partners Inc.160$9.68K<0.01%-47513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC151$9K<0.01%+113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC150$8.81K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.141$8.26K0.01%013F-HRTimeline
Golden State Wealth Management, LLC128$7.52K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI125$7.34K<0.01%new13F-HRTimeline
Access Investment Management LLC125$7.34K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp115$6.75K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC115$6.75K<0.01%-21513F-HRTimeline
Physician Wealth Advisors, Inc.115$6.75K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC115$6.74K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.107$6.3K<0.01%013F-HRTimeline
Register Financial Advisors LLC100$5.87K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.100$5.79K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.77$4.52K<0.01%013F-HRTimeline
EPG Wealth Management LLC75$4.4K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC75$4.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA67$3.93K<0.01%-20013F-HRTimeline
Nalls Sherbakoff Group, LLC60$3.52K<0.01%013F-HRTimeline
Anchor Investment Management, LLC51$3K<0.01%013F-HRTimeline
CX Institutional32$2K<0.01%-1,68513F-HRTimeline
Dunhill Financial, LLC27$1.57K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp25$1.47K<0.01%013F-HRTimeline
Viewpoint Capital Management LLC20$1.17K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14$822<0.01%-10,70213F-HRTimelineGroup
Gould Capital, LLC12$705<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2$117<0.01%-61,34313F-HRTimelineGroup
Glassman Wealth Services2$117<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$79<0.01%013F-HRTimeline