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Disclosery

IYH ISHARES TR

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US HLTHCARE ETF (fund)

540 managers (546 13F filers) reported a position in IYH shares at 2025-12-31, 28,515,153 shares in all. 67 filers opened a position and 24 filers sold out during the quarter.

Managers
540
13F filers
546
New
67
Added
142
Reduced
148
Sold out
24
Shares held by filers
28,515,153

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Samalin Investment Counsel, LLC3,287$214K0.08%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,265$213K<0.01%-97613F-HRTimelineGroup
Outlook Wealth Advisors, LLC3,251$212K0.05%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,249$212K<0.01%new13F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC3,247$211K0.02%new13F-HRTimeline
Kingsview Wealth Management, LLC3,246$211K<0.01%new13F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp3,234$211K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,195$208K0.01%+1213F-HRTimeline
PARK NATIONAL CORP /OH/3,150$205K0.01%new13F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO3,150$205K0.02%13F-HRTimelineGroup
PCG ASSET MANAGEMENT, LLC3,055$202K0.16%-45013F-HRTimeline
Nilsine Partners, LLC3,094$201K0.02%new13F-HRTimeline
Valeo Financial Advisors, LLC3,076$200K<0.01%new13F-HRTimeline
Caldwell Trust Co2,720$177K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…2,375$155K0.04%013F-HRTimeline
Westfuller Advisors, LLC2,345$153K0.06%+813F-HRTimeline
Sage Mountain Advisors LLC2,300$150K0.01%013F-HRTimeline
Front Row Advisors LLC2,152$140K0.05%013F-HRTimeline
BigSur Wealth Management LLC2,000$130K0.03%013F-HRTimeline
CX Institutional1,952$127K<0.01%+1,92013F-HRTimeline
Accordant Advisory Group Inc1,940$126K0.09%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,926$125K0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,898$124K0.01%new13F-HRTimeline
CDKV HOLDINGS LLC1,888$123K0.1%13F-HRTimeline
Key Financial Inc1,857$121K0.02%+613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,685$110K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,675$109K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC1,625$106K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,620$105K<0.01%013F-HRTimeline
New Republic Capital, LLC1,611$105K0.03%+84113F-HRTimeline
Larson Financial Group LLC1,594$104K<0.01%+113F-HRTimeline
Global Retirement Partners, LLC1,546$101K<0.01%-28013F-HRTimeline
AdvisorNet Financial, Inc1,480$96.3K0.01%+113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,350$87.9K0.03%-51613F-HRTimeline
LANARK FINANCIAL, INC.1,266$82.4K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,260$82K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,250$81.4K0.03%013F-HRTimeline
Reflection Asset Management1,230$79.6K0.06%13F-HRTimeline
CVA Family Office, LLC1,035$67.4K0.01%013F-HRTimeline
Triumph Capital Management1,000$65.1K0.01%new13F-HRTimeline
Realta Investment Advisors1,000$65.1K0.02%013F-HRTimeline
Davis Capital Management1,000$65.1K0.04%013F-HRTimeline
NFSG Corp1,000$65.1K0.01%013F-HRTimeline
Ransom Advisory, Ltd1,000$65.1K0.03%new13F-HRTimeline
CENTRAL TRUST Co935$60.9K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC890$57.9K0.01%013F-HRTimeline
Basepoint Wealth LLC876$57K0.03%new13F-HRTimeline
FIRST HORIZON CORP870$56.6K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC807$52.6K0.03%+313F-HRTimeline
Strategic Investment Solutions, Inc. /IL805$52.4K0.01%+313F-HRTimeline
OPTIMA CAPITAL LLC780$50.8K0.02%new13F-HRTimeline
ENTRUST FINANCIAL LLC769$50K0.04%13F-HRTimeline
Family Manage LLC750$48.8K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC750$48.8K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…726$47.3K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC718$46.7K0.03%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC709$46.2K<0.01%-2513F-HRTimelineGroup
Tidemark, LLC705$45.9K0.01%013F-HRTimeline
LRI Investments, LLC675$43.9K<0.01%013F-HRTimeline
SIGNATUREFD, LLC648$42.2K<0.01%013F-HRTimeline
BAYBAN640$41.7K0.04%13F-HRTimeline
Vision Retirement, LLC628$40.9K0.01%13F-HRTimeline
SJS Investment Consulting Inc.615$40K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.585$38K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO570$37.1K<0.01%013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA545$35.5K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC536$34.9K0.01%013F-HRTimeline
Financial Perspectives, Inc526$34.3K0.01%+213F-HRTimeline
Murphy & Mullick Capital Management Corp516$33.6K0.02%+213F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA515$33.5K0.07%new13F-HRTimeline
RMG Wealth Management LLC500$33.4K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.511$33.3K0.01%new13F-HRTimeline
TSFG, LLC500$33K<0.01%013F-HRTimeline
Truvestments Capital LLC500$32.5K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC500$32.5K0.01%013F-HRTimeline
2UniFi Bank500$32.5K0.02%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC450$29.3K<0.01%new13F-HRTimeline
Beutel, Goodman & Co Ltd.460$29K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC431$28.1K<0.01%new13F-HRTimeline
Allianz SEin group Allianz SE425$27.7K<0.01%013F-HRTimelineGroup
Hilltop National Bank425$27.7K0.01%-38013F-HRTimeline
Steigerwald, Gordon & Koch Inc.385$25.1K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC380$24.7K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC375$24.4K0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.363$23.6K0.02%13F-HRTimeline
Fairscale Capital, LLC339$22.1K0.01%-3,50013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC330$21.5K<0.01%013F-HRTimeline
GGM Financial LLC320$20.8K0.01%+113F-HRTimeline
HighMark Wealth Management LLC306$19.9K0.01%+113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/299$19.5K0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co275$17.9K0.01%013F-HRTimeline
Independence Bank of Kentucky270$17.6K<0.01%013F-HRTimeline
Hartford Financial Management Inc.255$16.6K<0.01%013F-HRTimeline
SageView Advisory Group, LLC255$16.6K<0.01%new13F-HRTimeline
BankChampaign, National Association349$16.4K0.02%13F-HRTimeline
KERR FINANCIAL PLANNING Corp252$16.3K0.02%-1,03613F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA250$16.3K<0.01%13F-HRTimelineGroup
COUNTRY TRUST BANK250$16.3K<0.01%013F-HRTimeline
Westside Investment Management, Inc.250$16.3K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC250$16.3K0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC247$16.1K0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC243$15.8K<0.01%013F-HRTimeline
TD Capital Management LLC226$14.7K<0.01%new13F-HRTimeline
SHP Wealth Management215$14K<0.01%13F-HRTimeline
Caitlin John, LLC190$12.3K0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors185$12K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC180$11.7K<0.01%new13F-HRTimeline
Pacifica Partners Inc.160$10.5K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$9.77K<0.01%013F-HRTimeline
Miller Capital Partners, Inc.150$9.77K<0.01%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.141$9.19K0.01%013F-HRTimeline
Golden State Wealth Management, LLC128$8.35K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI125$8.14K<0.01%013F-HRTimeline
Asset Dedication, LLC115$7.49K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.115$7.49K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp115$7.49K<0.01%013F-HRTimelineGroup
Access Investment Management LLC125$7.34K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.108$7.01K<0.01%+113F-HRTimeline
Register Financial Advisors LLC100$6.51K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.100$6.51K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.100$6.51K<0.01%-54113F-HRTimeline
Ankerstar Wealth, LLC96$6.25K0.01%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.77$5.01K<0.01%013F-HRTimeline
EPG Wealth Management LLC75$4.88K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC75$4.88K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA67$4.36K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC60$3.91K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC58$3.78K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC55$3.58K<0.01%-16013F-HRTimeline
Anchor Investment Management, LLC51$3.34K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd42$2.73K<0.01%-5,78113F-HRTimeline
Dunhill Financial, LLC27$1.74K<0.01%013F-HRTimeline
SYM FINANCIAL Corp25$1.63K<0.01%013F-HRTimeline
Viewpoint Capital Management LLC20$1.3K<0.01%013F-HRTimeline
Gould Capital, LLC12$781<0.01%013F-HRTimeline
CURIO WEALTH, LLC5$332<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3$195<0.01%+113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…2$130<0.01%new13F-HRTimeline
Glassman Wealth Services2$130<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$88<0.01%013F-HRTimeline