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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
MORGAN STANLEYin group MORGAN STANLEY2,133,777$130M0.01%-70,66913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,713,776$104M0.01%-196,81313F-HRTimelineGroup
LPL Financial LLC1,663,845$101M0.04%+77,06813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,461,787$89M0.07%+167,98513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,313,500$80M0.02%-58,53413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,113,055$67.8M0.02%-67,70213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,046,287$63.7M0.02%+48,24713F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC956,517$58.2M1.39%-10,81613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC758,659$46.2M0.02%+26,27013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC630,685$38.4M0.01%+161,94613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC506,234$30.8M0.04%+31,75213F-HRTimeline
OAKWORTH CAPITAL, INC.393,412$24M1.67%+13,57713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.374,187$22.8M0.05%+28,50213F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG339,610$20.7M0.37%+173,43013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding328,726$20M-5,913Timeline
HighTower Advisors, LLC309,917$18.9M0.03%+2,72413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC308,172$18.8M0.01%-13,02313F-HRTimelineGroup
CONSOLIDATED CAPITAL MANAGEMENT, LLC258,086$15.7M6.53%-43,27713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC199,075$12.1M0.24%+191,03213F-HRTimeline
Cetera Investment Advisers187,098$11.4M0.02%+33,48613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO164,594$10M<0.01%-65,67013F-HRTimelineGroup
OneDigital Investment Advisors LLC155,072$9.44M0.11%-18,68713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…134,325$8.36M0.02%-19213F-HR/ATimelineGroup
Adams Wealth Management129,292$7.87M1.55%new13F-HRTimeline
CacheTech Inc.129,292$7.87M1.53%new13F-HRTimeline
Cambridge Investment Research Advisors,…126,681$7.71M0.03%+5113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP126,231$7.69M0.11%-5,70613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…113,170$6.89M0.06%+1,15613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC110,735$6.74M<0.01%-13,19013F-HRTimelineGroup
First Citizens Financial Corp108,804$6.63M3.75%-1,12813F-HRTimeline
SP Asset Management LLC102,753$6.26M0.55%+8113F-HRTimeline
VestGen Advisors, LLC100,138$6.1M0.28%13F-HRTimeline
Private Advisor Group, LLC98,753$6.01M0.04%-3,83113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.102,628$5.76M1%+4,45513F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,279$5.56M0.01%-75,05513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP90,746$5.48M<0.01%+22,93113F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/88,987$5.42M<0.01%-4,38913F-HRTimelineGroup
Audent Global Asset Management, LLC84,093$5.12M4.22%-6,21313F-HRTimeline
Stillwater Capital Advisors, LLC82,794$5.04M0.7%-15,99113F-HRTimeline
Sanctuary Advisors, LLC79,431$4.84M0.03%+3,00313F-HRTimeline
Steward Partners Investment Advisory, L…77,933$4.75M0.04%-84413F-HRTimeline
MML INVESTORS SERVICES, LLC77,193$4.7M0.02%-10,80113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC75,710$4.61M0.88%-1,52513F-HRTimeline
Sowa Financial Group, Inc.75,495$4.6M3.02%-4,24713F-HRTimeline
Advisory Services Network, LLC74,981$4.57M0.09%+4,04713F-HRTimeline
Capital Investment Advisors, LLC73,300$4.46M0.09%-1,34013F-HRTimeline
HC Advisors, LLC68,230$4.15M3.11%+4,05813F-HRTimeline
Perigon Wealth Management, LLC63,963$3.89M0.1%+12,51513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC61,345$3.74M<0.01%-4,85113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.60,082$3.66M0.03%+17,30313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC59,561$3.63M<0.01%+40,88813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/58,350$3.55M<0.01%+34013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,451$3.5M<0.01%-6,00613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56,787$3.46M<0.01%-20113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC56,422$3.44M0.04%+10,73413F-HRTimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.54,628$3.33M0.65%-78613F-HRTimeline
National Philanthropic Trust54,440$3.31M0.05%013F-HRTimeline
Lighthouse Financial LLC54,437$3.31M2.86%-57413F-HRTimeline
Mariner, LLCin group Mariner, LLC53,956$3.29M0.01%+1,29313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS53,382$3.25M<0.01%+52,20413F-HRTimelineGroup
Ethos Financial Group, LLC51,294$3.12M0.3%new13F-HRTimeline
Creative Planningin group Creative Planning48,229$2.94M<0.01%+2,39213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,702$2.9M<0.01%-8,37013F-HRTimelineGroup
Sheridan Capital Management, LLC46,714$2.84M2.07%-3,54113F-HRTimeline
CIBC WORLD MARKET INC.44,638$2.72M0.01%-1,57213F-HRTimeline
Mine & Arao Wealth Creation & Managemen…44,084$2.68M1.31%-70613F-HRTimeline
Conservest Capital Advisors, Inc.40,371$2.46M0.26%-23213F-HRTimeline
Vishria Bird Financial Group, LLC39,007$2.38M0.81%-85013F-HRTimeline
FMR LLCin group FMR LLC38,435$2.34M<0.01%-37413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…36,924$2.26M0.07%+36,72813F-HRTimelineGroup
Empirical Asset Management, LLC37,025$2.25M0.77%-91113F-HRTimeline
CW Advisors, LLC35,918$2.19M0.03%-5,80713F-HRTimeline
Quest 10 Wealth Builders, Inc.34,353$2.11M2.25%-77613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC33,908$2.06M0.07%-13,38613F-HRTimeline
Glenview Trust Co33,804$2.06M0.04%-71,13613F-HR/ATimeline
Janney Montgomery Scott LLC32,980$2.01M0.01%-1,48613F-HRTimeline
ARRIEN INVESTMENTS, INC.32,096$1.95M1.4%+4913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC32,095$1.95M0.02%-3,39013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC31,850$1.94M0.01%-1,16913F-HRTimelineGroup
Essex LLC30,916$1.88M0.41%-16713F-HRTimeline
MGO ONE SEVEN LLC30,648$1.87M0.07%+3,19413F-HRTimeline
Laurel Wealth Advisors LLC30,224$1.84M0.29%+15113F-HRTimeline
Finley Financial, LLC31,250$1.82M1.01%+90013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC29,785$1.81M1.18%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,557$1.8M<0.01%-66413F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.29,125$1.77M0.2%013F-HRTimeline
Creekmur Asset Management LLC29,054$1.77M0.37%-9613F-HRTimeline
NWF Advisory Services Inc.28,632$1.74M0.24%+1,47913F-HRTimeline
Perbak Capital Partners LLP27,347$1.67M1.23%-30,43113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP26,474$1.61M0.26%013F-HRTimeline
EHP Funds Inc.26,300$1.6M1.78%-5,70013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,070$1.59M<0.01%-26913F-HRTimeline
Royal Fund Management, LLC25,786$1.57M0.19%-10713F-HRTimeline
DAVENPORT & Co LLC25,740$1.57M0.01%+3,55513F-HRTimeline
Merkkuri Wealth Advisors LLC25,313$1.54M1.32%-2,50913F-HRTimeline
Valmark Advisers, Inc.25,185$1.53M0.02%+1,18813F-HRTimeline
My Personal CFO, LLC24,750$1.51M0.76%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,655$1.5M<0.01%-2,55513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,318$1.48M<0.01%-46,70213F-HRTimelineGroup
TD Waterhouse Canada Inc.24,369$1.46M0.01%+41913F-HRTimeline
NewEdge Advisors, LLC23,878$1.45M0.01%-23713F-HRTimeline
Mandatum Life Insurance Co Ltd23,288$1.42M0.44%-6,75513F-HRTimeline
Geneos Wealth Management Inc.23,222$1.41M0.02%+14,80713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\22,943$1.4M<0.01%-7,97713F-HRTimelineGroup
Simmons Bankin group Simmons Bank22,761$1.39M0.1%-4413F-HRTimelineGroup
Counterweight Ventures, LLC22,636$1.38M0.99%+95813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,608$1.38M<0.01%-57113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK22,040$1.34M0.01%-4513F-HRTimelineGroup
CORRADO ADVISORS, LLC21,502$1.31M0.87%-12,63413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC21,121$1.29M<0.01%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP20,887$1.27M<0.01%-267,20013F-HRTimelineGroup
Arkadios Wealth Advisors20,834$1.27M0.05%+4,48713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,695$1.26M0.09%-1,13913F-HRTimeline
Dentgroup LLC20,405$1.24M0.93%-513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,380$1.24M0.02%+3113F-HRTimelineGroup
Sigma Planning Corp20,223$1.23M0.04%-6,33513F-HRTimeline
SOA Wealth Advisors, LLC.20,222$1.23M0.26%-18013F-HRTimeline
NorthRock Partners, LLC19,770$1.2M0.04%-81513F-HRTimeline
Cornerstone Advisory, LLC21,325$1.19M0.14%013F-HRTimeline
CHOREO, LLC19,462$1.19M0.02%-26513F-HRTimeline
CWM, LLCin group CWM, LLC19,434$1.18M<0.01%-2,17513F-HRTimelineGroup
SCOTIA CAPITAL INC.19,093$1.16M0.01%-55413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…18,411$1.12M0.09%-43313F-HRTimelineGroup
IFP Advisors, Inc18,392$1.12M0.03%-1,31013F-HRTimeline
IFG Advisory, LLC18,306$1.11M0.06%-4,53413F-HRTimeline
Oxinas Partners, LLC18,278$1.11M0.66%-1,26013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,059$1.1M0.01%-60213F-HRTimeline
U.S. Capital Wealth Advisors, LLC17,788$1.08M0.03%+74113F-HRTimeline
Glass Jacobson Investment Advisors llc18,472$1.08M0.35%013F-HRTimeline
Climber Capital SA26,429$1.07M0.84%+1,62113F-HRTimeline
Prospera Financial Services Inc17,342$1.06M0.02%-88013F-HRTimeline
MAI Capital Management17,340$1.06M0.01%+713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,286$1.05M0.02%+18513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,236$1.05M0.02%-10,34613F-HRTimelineGroup
Bond & Devick Financial Network, Inc.16,847$1.03M0.37%+2613F-HRTimeline
Indie Asset Partners, LLC16,800$1.02M0.89%-2,19013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC16,790$1.02M0.08%+85013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,590$1.01M<0.01%+5,12813F-HRTimelineGroup
Integrated Wealth Concepts LLC16,392$998K0.01%-813F-HRTimeline
Federation des caisses Desjardins du Qu…16,173$985K<0.01%+10013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.15,980$973K0.52%+8913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC15,972$973K0.01%-24513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC15,800$962K0.73%013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC15,740$958K0.63%013F-HRTimeline
Lakeshore Capital Group, Inc.15,688$955K0.92%new13F-HRTimeline
Worth Financial Advisory Group, LLC15,682$955K0.61%+23513F-HRTimeline
Kovack Advisors, Inc.15,633$952K0.1%-7413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.15,615$951K0.01%+1,22613F-HRTimeline
Gladstone Institutional Advisory LLC15,567$948K0.04%+5,38713F-HRTimeline
Fort Point Capital Partners LLC15,248$928K0.1%-27813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,245$928K0.02%+10,20913F-HRTimelineGroup
Quantinno Capital Management LP15,110$920K0.01%+2,86713F-HRTimeline
Prime Capital Investment Advisors, LLC14,680$894K0.01%+3,59413F-HRTimeline
WCG Wealth Advisors LLC14,430$879K0.07%+71013F-HR/ATimeline
Haverford Trust Co14,270$869K0.01%013F-HRTimeline
SMITH, MOORE & CO.14,196$864K0.08%+8713F-HRTimeline
Huntleigh Advisors, Inc.14,035$855K0.2%-15213F-HR/ATimeline
Caprock Group, LLC14,030$854K0.03%-1,08013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,920$848K<0.01%new13F-HRTimelineGroup
PLANNING DIRECTIONS INC13,883$845K0.36%-2,06713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,867$844K0.01%+113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC13,863$844K0.08%-72413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,386$842K0.03%+213F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.13,698$834K0.11%+3613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding13,529$824K+850Timeline
PINNACLE ASSOCIATES LTD13,306$810K0.01%+4213F-HRTimeline
Regal Investment Advisors LLC13,280$809K0.07%-73213F-HRTimeline
Bellwether Advisors, LLC13,261$807K0.17%-22513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,010$792K0.02%+12013F-HRTimelineGroup
V2 Financial group LLC13,000$792K0.51%013F-HRTimeline
Sowell Financial Services LLC12,650$770K0.04%-4013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,602$767K<0.01%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.12,304$749K0.02%+2,01513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,273$747K0.01%+4013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…12,088$736K<0.01%-3,17813F-HRTimeline
Beacon Pointe Advisors, LLC12,030$733K0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,878$723K0.02%+50313F-HRTimeline
Cresset Asset Management, LLC11,687$712K<0.01%-1,87813F-HRTimeline
Apexium Financial, LP11,390$694K0.04%013F-HRTimeline
Coastal Bridge Advisors, LLC11,382$693K0.06%+1,96713F-HR/ATimeline
J.W. COLE ADVISORS, INC.11,327$690K0.02%-15,19213F-HRTimeline
Waterloo Capital, L.P.11,096$676K0.06%+2813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,070$674K<0.01%-10,79413F-HRTimelineGroup
Tyler-Stone Wealth Management11,023$671K0.12%+1713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,841$660K<0.01%+1,62713F-HRTimelineGroup
American Financial Advisors, LLC10,802$658K0.1%-33613F-HRTimeline
GREAT LAKES ADVISORS, LLC10,800$658K0.01%-110,21313F-HRTimeline
Moors & Cabot, Inc.10,553$643K0.03%+20413F-HRTimeline
Shira Ridge Wealth Management10,459$637K0.32%-1,72813F-HRTimeline
WESBANCO BANK INC10,385$632K0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,324$629K0.01%+2,33013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC10,321$628K0.01%013F-HRTimelineGroup
Heritage Wealth Advisors10,300$627K0.03%013F-HRTimeline
COMERICA BANK10,284$626K<0.01%-75813F-HRTimeline
American State Bank (Iowa)10,215$622K0.38%013F-HRTimeline
Wealthspire Retirement, LLC10,190$620K0.05%013F-HRTimeline
BLAIR WILLIAM & CO/IL10,136$617K<0.01%-41013F-HRTimeline
COZAD ASSET MANAGEMENT INC10,115$616K0.06%013F-HRTimeline
CFM WEALTH PARTNERS LLC10,060$613K0.11%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,055$612K0.04%013F-HRTimeline