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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
MORGAN STANLEYin group MORGAN STANLEY2,204,446$128M0.01%+30,24613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,910,589$111M0.01%+159,89613F-HRTimelineGroup
LPL Financial LLC1,586,777$92.5M0.04%-17,65013F-HRTimeline
UBS Group AGin group UBS Group AG1,372,034$79.9M0.02%-104,67813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,293,802$75.4M0.06%+115,90613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,180,757$68.8M0.01%+109,76113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN998,040$58.2M0.01%-42313F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC967,333$56.4M1.1%+86,30013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC732,389$42.7M0.02%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC474,482$27.6M0.04%+86,00713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC468,739$27.3M0.01%-87,50713F-HRTimelineGroup
OAKWORTH CAPITAL, INC.379,835$22.1M1.52%+2,79413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.345,685$20.2M0.05%-2,20413F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding334,639$19.5M-16,300Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC321,195$18.8M<0.01%-40,09013F-HRTimelineGroup
HighTower Advisors, LLC307,193$17.9M0.02%+11,36513F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC301,363$17.6M7.66%-91813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP288,087$16.8M0.04%+229,58713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO230,264$13.4M<0.01%+26,28613F-HRTimelineGroup
OneDigital Investment Advisors LLC173,759$10.1M0.12%-21,79613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…166,334$9.69M0.02%+44,15813F-HR/ATimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG166,180$9.68M0.16%new13F-HRTimelineGroup
Cetera Investment Advisers153,612$8.95M0.02%+3,54613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…134,517$8.23M0.02%-3,20213F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP131,937$7.69M0.11%-4,09513F-HRTimeline
Cambridge Investment Research Advisors,…126,630$7.38M0.02%-20,47713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding123,925$7.22M-1,920Timeline
GREAT LAKES ADVISORS, LLC121,013$7.05M0.06%-4,37713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…112,014$6.53M0.06%-1,60113F-HRTimelineGroup
First Citizens Financial Corp109,932$6.41M3.48%-52813F-HRTimeline
Glenview Trust Co104,940$6.11M0.11%+74,23613F-HRTimeline
SP Asset Management LLC102,672$5.98M0.5%+10513F-HRTimeline
Private Advisor Group, LLC102,584$5.98M0.03%+7,14313F-HRTimeline
Stillwater Capital Advisors, LLC98,785$5.76M0.71%+3,79413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.98,173$5.72M0.92%+10,98113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/93,376$5.44M<0.01%-331,15213F-HRTimelineGroup
Audent Global Asset Management, LLC90,306$5.26M3.42%+63,45613F-HRTimeline
MML INVESTORS SERVICES, LLC87,994$5.13M0.02%+2,82813F-HRTimeline
Sanctuary Advisors, LLC76,428$4.76M0.03%-15,82613F-HRTimeline
Sowa Financial Group, Inc.79,742$4.65M2.91%-18,37513F-HRTimeline
Steward Partners Investment Advisory, L…78,777$4.59M0.04%-2,15113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC77,235$4.5M0.82%-1,64513F-HRTimeline
Capital Investment Advisors, LLC74,640$4.35M0.09%-1,32613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…71,020$4.14M0.01%+9,36813F-HRTimelineGroup
Advisory Services Network, LLC70,934$4.13M0.08%+15,61813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP67,815$3.95M<0.01%+21,05113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC66,196$3.86M<0.01%+4,85113F-HRTimelineGroup
HC Advisors, LLC64,172$3.74M3%-52813F-HRTimeline
B&D White Capital Company, LLC63,898$3.72M0.63%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP63,457$3.7M<0.01%-2,97513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/58,010$3.38M<0.01%+50513F-HRTimelineGroup
Perbak Capital Partners LLP57,778$3.37M1.8%-95,13913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56,988$3.32M<0.01%-2,70513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,072$3.27M0.01%+1013F-HRTimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.55,414$3.23M0.64%+3,33113F-HRTimeline
Lighthouse Financial LLC55,011$3.21M2.6%13F-HRTimeline
National Philanthropic Trust54,440$3.17M0.05%013F-HRTimeline
Perigon Wealth Management, LLC51,448$3.07M0.08%-6,80913F-HRTimeline
Mariner, LLCin group Mariner, LLC52,663$3.07M0.01%-9,43313F-HRTimelineGroup
Sheridan Capital Management, LLC50,255$2.93M2.06%-3,60513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,294$2.76M0.09%+32113F-HRTimeline
CIBC WORLD MARKET INC.46,210$2.69M0.01%+3,54113F-HRTimeline
Creative Planningin group Creative Planning45,837$2.67M<0.01%+9013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC45,688$2.66M0.03%-2,88313F-HRTimelineGroup
Mine & Arao Wealth Creation & Managemen…44,790$2.61M1.2%-14713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,779$2.49M0.02%+1,63113F-HRTimelineGroup
CW Advisors, LLC41,725$2.43M0.03%-4,11013F-HRTimeline
Conservest Capital Advisors, Inc.40,603$2.37M0.24%-87113F-HRTimeline
Vishria Bird Financial Group, LLC39,857$2.32M0.81%-54313F-HRTimeline
FMR LLCin group FMR LLC38,809$2.26M<0.01%-2,23713F-HRTimelineGroup
Empirical Asset Management, LLC37,936$2.21M0.74%-1,57413F-HRTimeline
EAGLE GLOBAL ADVISORS LLC37,000$2.16M0.09%new13F-HRTimeline
Hardy Reed LLC37,000$2.16M0.19%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC35,485$2.07M0.02%+31513F-HRTimeline
Quest 10 Wealth Builders, Inc.35,129$2.05M2.04%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.34,827$2.03M<0.01%+29,99613F-HRTimelineGroup
Janney Montgomery Scott LLC34,466$2.01M0.01%+3,50513F-HRTimeline
ARRIEN INVESTMENTS, INC.32,047$2M1.42%-17,64313F-HRTimeline
CORRADO ADVISORS, LLC34,136$1.99M1.3%+61513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,019$1.92M0.01%-2,99113F-HRTimelineGroup
EHP Funds Inc.32,000$1.86M1.92%new13F-HRTimeline
Essex LLC31,083$1.81M0.38%-38013F-HRTimeline
Finley Financial, LLC30,350$1.81M0.94%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\30,920$1.8M<0.01%+2,54513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,221$1.76M<0.01%+26,40813F-HRTimelineGroup
Laurel Wealth Advisors LLC30,073$1.75M0.27%+1,29013F-HRTimeline
Mandatum Life Insurance Co Ltd30,043$1.75M0.52%013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC29,785$1.74M1.11%013F-HRTimeline
Creekmur Asset Management LLC29,150$1.7M0.39%-33813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.29,125$1.7M0.18%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP26,474$1.65M0.25%+5,36513F-HRTimeline
Merkkuri Wealth Advisors LLC27,822$1.62M1.28%-40113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding27,582$1.61M-4,115Timeline
MGO ONE SEVEN LLC27,454$1.6M0.06%+2,45113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.27,210$1.59M<0.01%-1,53513F-HRTimelineGroup
NWF Advisory Services Inc.27,153$1.58M0.23%+1,87813F-HRTimeline
Sigma Planning Corp26,558$1.55M0.05%-7,10613F-HRTimeline
Northeast Financial Consultants Inc26,525$1.55M0.07%013F-HRTimeline
J.W. COLE ADVISORS, INC.26,519$1.55M0.06%-3,80713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,339$1.53M<0.01%-17313F-HRTimeline
Royal Fund Management, LLC25,893$1.51M0.16%-53,79313F-HRTimeline
My Personal CFO, LLC24,750$1.44M0.74%013F-HRTimeline
NewEdge Advisors, LLC24,115$1.41M0.01%+3,32013F-HRTimeline
Valmark Advisers, Inc.23,997$1.4M0.02%+1,17413F-HRTimeline
TD Waterhouse Canada Inc.23,950$1.4M0.01%+80413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,179$1.35M<0.01%-27113F-HRTimelineGroup
IFG Advisory, LLC22,840$1.33M0.08%-9,51013F-HRTimeline
Simmons Bankin group Simmons Bank22,805$1.33M0.1%013F-HRTimelineGroup
Cornerstone Advisory, LLC21,325$1.3M0.15%013F-HRTimeline
DAVENPORT & Co LLC22,185$1.29M0.01%+513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,085$1.29M0.01%013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP21,834$1.27M0.09%-2,55713F-HRTimeline
Counterweight Ventures, LLC21,678$1.26M0.89%+38713F-HRTimeline
CWM, LLCin group CWM, LLC21,609$1.26M0.01%+2,30413F-HRTimelineGroup
NorthRock Partners, LLC20,585$1.2M0.04%013F-HR/ATimeline
Dentgroup LLC20,410$1.19M0.91%-10013F-HRTimeline
SOA Wealth Advisors, LLC.20,402$1.19M0.22%-21713F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,349$1.19M0.02%+4013F-HRTimelineGroup
CHOREO, LLC19,727$1.15M0.02%-1,87713F-HRTimeline
IFP Advisors, Inc19,702$1.15M0.04%+15,71613F-HRTimeline
SCOTIA CAPITAL INC.19,647$1.14M0.01%+22213F-HRTimeline
Oxinas Partners, LLC19,538$1.14M0.67%-1,04413F-HRTimeline
Climber Capital SA24,808$1.13M0.93%13F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP19,172$1.12M0.03%new13F-HRTimelineGroup
Indie Asset Partners, LLC18,990$1.11M0.87%-3,27513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…18,844$1.1M0.09%+1,81113F-HRTimelineGroup
Bond & Devick Financial Network, Inc.16,821$1.09M0.47%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,673$1.09M<0.01%-3,15913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,661$1.09M0.01%+15,28613F-HRTimeline
Glass Jacobson Investment Advisors llc18,472$1.08M0.35%+1,32513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prospera Financial Services Inc18,222$1.06M0.02%-3,39513F-HRTimeline
MAI Capital Management17,333$1.01M0.01%+50513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,101$997K0.02%-61313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC17,047$993K0.03%+4,59613F-HRTimeline
Integrated Wealth Concepts LLC16,400$956K0.01%-27,42113F-HRTimeline
Arkadios Wealth Advisors16,347$953K0.05%-8313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC16,217$945K0.01%-15613F-HRTimeline
Federation des caisses Desjardins du Qu…16,073$937K<0.01%-2,35013F-HRTimeline
PLANNING DIRECTIONS INC15,950$929K0.54%-3,05013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC15,940$929K0.08%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.15,891$926K0.45%-33013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC15,800$921K0.69%013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC15,740$917K0.47%-75013F-HRTimeline
Kovack Advisors, Inc.15,707$915K0.09%+3,22013F-HRTimeline
Fort Point Capital Partners LLC15,526$905K0.1%-31813F-HRTimeline
Worth Financial Advisory Group, LLC15,447$900K0.55%-1,10413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…15,266$890K<0.01%+813F-HR/ATimeline
Caprock Group, LLC15,110$880K0.03%new13F-HRTimeline
Sunbelt Securities, Inc.14,777$860K0.08%-86913F-HRTimeline
Rollins Financial Advisors, LLC14,618$852K0.13%-13113F-HRTimeline
CX Institutional14,601$851K0.03%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC14,587$850K0.08%-15513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.14,389$838K0.01%-2,92113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,384$838K0.03%+1,26813F-HRTimelineGroup
Haverford Trust Co14,270$832K0.01%013F-HRTimeline
Huntleigh Advisors, Inc.14,187$827K0.18%13F-HRTimeline
SMITH, MOORE & CO.14,109$822K0.08%+82813F-HRTimeline
Regal Investment Advisors LLC14,012$816K0.06%-4,71213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,866$808K0.01%+213F-HRTimeline
WCG Wealth Advisors LLC13,720$799K0.05%-90013F-HRTimeline
Redhawk Wealth Advisors, Inc.13,662$796K0.11%+3613F-HRTimeline
Cresset Asset Management, LLC13,565$790K<0.01%-4,18213F-HRTimeline
Bellwether Advisors, LLC13,486$786K0.14%-261,24713F-HRTimeline
PINNACLE ASSOCIATES LTD13,264$773K0.01%+9,14413F-HRTimeline
Independent Advisor Alliance13,019$759K0.01%+9,31613F-HRTimeline
V2 Financial group LLC13,000$758K0.46%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,890$751K0.02%+33413F-HRTimelineGroup
Sowell Financial Services LLC12,690$739K0.04%-4,04213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding12,679$739K+526Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,602$734K<0.01%013F-HRTimelineGroup
Snowden Capital Advisors LLC12,549$731K0.02%+9013F-HRTimeline
Quantinno Capital Management LP12,243$713K0.01%+76113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,233$713K0.01%+91813F-HRTimelineGroup
Shira Ridge Wealth Management12,187$710K0.35%+22013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,864$702K<0.01%+5213F-HRTimelineGroup
Beacon Pointe Advisors, LLC12,030$701K0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,462$668K<0.01%+7,29613F-HRTimelineGroup
Apexium Financial, LP11,390$664K0.04%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,375$663K0.02%013F-HRTimeline
Sage Capital Management, LLC11,154$650K0.33%+3413F-HRTimeline
American Financial Advisors, LLC11,138$649K0.09%-53413F-HRTimeline
Prime Capital Investment Advisors, LLC11,086$646K0.01%+8313F-HRTimeline
Waterloo Capital, L.P.11,068$645K0.07%+3813F-HRTimeline
COMERICA BANK11,042$643K<0.01%+87313F-HR/ATimeline
Tyler-Stone Wealth Management11,006$641K0.11%+2113F-HRTimeline
Nemes Rush Group LLC10,807$630K0.08%+8,71713F-HRTimeline
NorthCoast Asset Management LLC10,635$620K<0.01%+15413F-HR/ATimeline
Carnegie Investment Counsel10,621$619K0.02%+2813F-HRTimeline
BLAIR WILLIAM & CO/IL10,546$614K<0.01%-1,41013F-HRTimeline
Acropolis Investment Management, LLC10,510$612K0.04%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,439$608K0.02%+67213F-HRTimelineGroup
WESBANCO BANK INC10,385$605K0.02%013F-HRTimeline
Moors & Cabot, Inc.10,349$603K0.03%-6713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,321$601K0.01%013F-HRTimelineGroup
Mutual Advisors, LLC10,052$600K0.02%+1613F-HRTimeline
Heritage Wealth Advisors10,300$600K0.03%013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,289$600K0.02%+4013F-HRTimeline
American State Bank (Iowa)10,215$595K0.36%013F-HRTimeline
Wealthspire Retirement, LLC10,190$594K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC10,180$593K0.03%+1,64013F-HRTimeline