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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
MORGAN STANLEYin group MORGAN STANLEY2,113,091$119M0.01%-20,68613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,676,110$94.7M0.01%-37,66613F-HRTimelineGroup
LPL Financial LLC1,671,981$94.4M0.03%+8,13613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,129,283$63.8M0.05%-332,50413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,120,389$63.3M0.01%-193,11113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN915,492$51.7M0.01%-130,79513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA851,026$48.1M0.01%-262,02913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC698,391$39.4M0.01%-60,26813F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC675,718$38.2M0.79%-280,79913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC660,603$37.3M0.01%+29,91813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC474,440$26.8M0.04%-31,79413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.421,350$23.8M0.04%+47,16313F-HR/ATimelineGroup
OAKWORTH CAPITAL, INC.400,018$22.6M1.46%+6,60613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC356,391$20.1M<0.01%+48,21913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding330,254$18.7M+1,528Timeline
HighTower Advisors, LLC295,071$16.7M0.02%-14,84613F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC265,096$15M5.41%+7,01013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP172,487$9.74M0.02%+151,60013F-HRTimelineGroup
Cetera Investment Advisers165,639$9.36M0.02%-21,45913F-HRTimeline
OneDigital Investment Advisors LLC150,191$8.48M0.09%-4,88113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…147,301$8.32M0.19%+134,29113F-HRTimelineGroup
Cambridge Investment Research Advisors,…130,075$7.35M0.02%+3,39413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP124,531$7.03M0.1%-1,70013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC124,250$7.02M<0.01%+103,12913F-HRTimelineGroup
Steward Partners Investment Advisory, L…117,733$6.65M0.05%+39,80013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO116,155$6.56M<0.01%-48,43913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…113,133$6.39M0.05%-3713F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.108,031$6.1M0.95%+5,40313F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC106,213$6M<0.01%-4,52213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP104,891$5.89M<0.01%+14,14513F-HRTimelineGroup
SP Asset Management LLC102,845$5.81M0.48%+9213F-HRTimeline
First Citizens Financial Corp96,775$5.47M3.01%-12,02913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/95,824$5.41M<0.01%+6,83713F-HRTimelineGroup
Private Advisor Group, LLC94,276$5.32M0.03%-4,47713F-HRTimeline
VestGen Advisors, LLC86,658$4.85M0.19%-13,48013F-HRTimeline
Audent Global Asset Management, LLC84,290$4.76M3.4%+19713F-HRTimeline
Stillwater Capital Advisors, LLC82,399$4.65M0.59%-39513F-HRTimeline
Sanctuary Advisors, LLC76,629$4.33M0.03%-2,80213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC75,075$4.24M0.76%-63513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.74,817$4.23M0.03%+14,73513F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC71,928$4.06M2.07%new13F-HRTimeline
Capital Investment Advisors, LLC71,790$4.05M0.07%-1,51013F-HR/ATimeline
HC Advisors, LLC70,257$3.97M2.8%+2,02713F-HRTimeline
Sowa Financial Group, Inc.70,203$3.96M2.48%-5,29213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…64,944$3.69M0.01%-26,33513F-HRTimeline
MML INVESTORS SERVICES, LLC63,020$3.56M0.01%-14,17313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC62,680$3.54M0.03%+6,25813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC61,345$3.46M<0.01%013F-HRTimelineGroup
Perigon Wealth Management, LLC60,423$3.41M0.08%-3,54013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/60,260$3.4M<0.01%+1,91013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56,149$3.17M<0.01%-63813F-HRTimelineGroup
Lighthouse Financial LLC55,224$3.12M2.39%+78713F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.54,548$3.08M0.56%-8013F-HRTimeline
National Philanthropic Trust54,440$3.07M0.04%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,386$3.07M<0.01%-3,06513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP52,382$2.96M<0.01%+4,68013F-HRTimelineGroup
Adams Wealth Management51,914$2.93M0.56%-77,37813F-HRTimeline
CacheTech Inc.51,914$2.93M0.54%-77,37813F-HRTimeline
Creative Planningin group Creative Planning51,802$2.93M<0.01%+3,57313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…49,980$2.82M0.01%-84,34513F-HR/ATimelineGroup
Ethos Financial Group, LLC48,578$2.74M0.24%-2,71613F-HRTimeline
Mariner, LLCin group Mariner, LLC47,874$2.7M<0.01%-6,08213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,177$2.61M<0.01%-13,38413F-HRTimelineGroup
CW Advisors, LLC45,116$2.55M0.02%+9,19813F-HRTimeline
Sheridan Capital Management, LLC44,442$2.51M1.73%-2,27213F-HRTimeline
CIBC WORLD MARKET INC.43,915$2.48M0.01%-72313F-HRTimeline
Mine & Arao Wealth Creation & Managemen…43,545$2.46M1.1%-53913F-HRTimeline
FMR LLCin group FMR LLC43,329$2.45M<0.01%+4,89413F-HRTimelineGroup
Conservest Capital Advisors, Inc.41,748$2.36M0.23%+1,37713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP40,180$2.27M<0.01%+29,11013F-HR/ATimelineGroup
LOM Asset Management Ltd39,878$2.25M0.76%13F-HR/ATimeline
J.W. COLE ADVISORS, INC.39,374$2.22M0.05%+28,04713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC36,330$2.05M0.06%+2,42213F-HRTimeline
Empirical Asset Management, LLC36,145$2.04M0.63%-88013F-HRTimeline
Janney Montgomery Scott LLC36,041$2.04M0.01%+3,06113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC34,955$1.97M0.02%+2,86013F-HRTimeline
Essex LLC34,778$1.96M0.39%+3,86213F-HRTimeline
MGO ONE SEVEN LLC34,584$1.95M0.06%+3,93613F-HRTimeline
Laurel Wealth Advisors LLC34,475$1.95M0.29%+4,25113F-HR/ATimeline
Quest 10 Wealth Builders, Inc.33,546$1.89M1.84%-80713F-HRTimeline
NWF Advisory Services Inc.29,864$1.69M0.2%+1,23213F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC29,785$1.68M1%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC29,449$1.66M0.01%-2,40113F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.29,125$1.64M0.16%013F-HRTimeline
Creekmur Asset Management LLC29,025$1.64M0.29%-2913F-HRTimeline
Tradewinds, LLC.29,020$1.64M1.24%new13F-HRTimeline
Merkkuri Wealth Advisors LLC29,020$1.64M1.24%+3,70713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,558$1.61M<0.01%-99913F-HRTimelineGroup
Valmark Advisers, Inc.26,227$1.48M0.02%+1,04213F-HRTimeline
Cubist Systematic Strategies, LLC26,106$1.47M0.02%new13F-HRTimeline
Qube Research & Technologies Ltd26,013$1.47M<0.01%+19,69313F-HRTimeline
DAVENPORT & Co LLC25,904$1.46M0.01%+16413F-HRTimeline
My Personal CFO, LLC24,750$1.4M0.64%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,519$1.38M<0.01%-1,55113F-HRTimeline
TD Waterhouse Canada Inc.23,610$1.35M0.01%-75913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,679$1.34M<0.01%-63913F-HR/ATimelineGroup
RENAISSANCE TECHNOLOGIES LLC23,300$1.32M<0.01%new13F-HRTimeline
Counterweight Ventures, LLC23,110$1.31M0.85%+47413F-HRTimeline
CORRADO ADVISORS, LLC22,812$1.29M0.79%+1,31013F-HRTimeline
Arkadios Wealth Advisors22,756$1.29M0.04%+1,92213F-HRTimeline
ARRIEN INVESTMENTS, INC.22,728$1.28M0.81%-9,36813F-HRTimeline
Simmons Bankin group Simmons Bank22,042$1.24M0.09%-71913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK22,040$1.24M0.01%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,859$1.23M<0.01%-74913F-HRTimelineGroup
Gladstone Institutional Advisory LLC21,729$1.23M0.05%+6,16213F-HRTimeline
Glenview Trust Co21,509$1.21M0.02%-12,29513F-HRTimeline
Royal Fund Management, LLC21,445$1.21M0.13%-4,34113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP21,336$1.21M0.08%+64113F-HRTimeline
Cornerstone Advisory, LLC21,325$1.2M0.13%013F-HRTimeline
Climber Capital SA26,429$1.18M0.76%013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC20,910$1.18M0.67%+5,17013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\20,694$1.17M<0.01%-2,24913F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,415$1.15M0.02%+3513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,387$1.15M<0.01%-4,26813F-HRTimelineGroup
Dentgroup LLC20,324$1.15M0.8%-8113F-HRTimeline
SOA Wealth Advisors, LLC.19,925$1.13M0.21%-29713F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,680$1.11M0.03%+1,89213F-HRTimeline
SCOTIA CAPITAL INC.19,618$1.11M0.01%+52513F-HRTimeline
NewEdge Advisors, LLC19,522$1.1M0.01%-4,35613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding19,281$1.09M+5,752Timeline
Lakeshore Capital Group, Inc.18,450$1.04M0.92%+2,76213F-HRTimeline
NorthRock Partners, LLC18,360$1.04M0.03%-1,41013F-HR/ATimeline
Oxinas Partners, LLC18,208$1.03M0.53%-7013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…18,179$1.03M0.08%-23213F-HRTimelineGroup
IFP Advisors, Inc17,872$1.01M0.03%-52013F-HRTimeline
PINNACLE ASSOCIATES LTD17,606$994K0.01%+4,30013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,500$988K<0.01%+91013F-HRTimelineGroup
MAI Capital Management17,348$980K0.01%+813F-HRTimeline
Prospera Financial Services Inc17,286$976K0.02%-5613F-HRTimeline
IFG Advisory, LLC17,283$976K0.05%-1,02313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC16,784$948K0.07%-613F-HRTimeline
Glass Jacobson Investment Advisors llc16,668$941K0.36%-1,80413F-HRTimeline
CWM, LLCin group CWM, LLC16,517$933K<0.01%-2,91713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…16,178$914K<0.01%+513F-HRTimeline
CHOREO, LLC16,168$913K0.01%-3,29413F-HRTimeline
Advisory Services Network, LLC16,620$912K0.01%-58,36113F-HRTimeline
&PARTNERS16,101$909K0.01%+7,82113F-HRTimeline
Worth Financial Advisory Group, LLC16,077$908K0.56%+39513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,954$901K0.02%-1,33213F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.15,833$894K0.46%-14713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC15,800$892K0.65%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC15,620$882K0.01%-35213F-HRTimeline
Bond & Devick Financial Network, Inc.15,463$873K0.29%-1,38413F-HRTimeline
Sunbelt Securities, Inc.14,777$861K0.08%+7,36113F-HRTimeline
Integrated Wealth Concepts LLC14,931$843K0.01%-1,46113F-HRTimeline
Apexium Financial, LP14,911$842K0.04%+3,52113F-HRTimeline
WCG Wealth Advisors LLC14,855$839K0.05%+42513F-HRTimeline
Sigma Planning Corp14,846$838K0.03%-5,37713F-HRTimeline
SMITH, MOORE & CO.14,830$838K0.07%+63413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,613$825K<0.01%-1,00213F-HRTimeline
Haverford Trust Co14,410$814K0.01%+14013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,163$800K0.13%new13F-HRTimeline
Kovack Advisors, Inc.14,067$795K0.08%-1,56613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,920$786K<0.01%013F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP13,762$777K0.12%-12,71213F-HRTimeline
Redhawk Wealth Advisors, Inc.13,738$776K0.1%+4013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC13,735$776K0.07%-12813F-HRTimelineGroup
Regal Investment Advisors LLC13,702$774K0.06%+42213F-HRTimeline
Fort Point Capital Partners LLC13,518$763K0.08%-1,73013F-HRTimeline
Finley Financial, LLC13,450$760K0.38%-17,80013F-HRTimeline
PLANNING DIRECTIONS INC13,341$753K0.42%-54213F-HRTimeline
Huntleigh Advisors, Inc.13,314$752K0.15%-72113F-HRTimeline
Bellwether Advisors, LLC13,261$749K0.13%013F-HRTimeline
V2 Financial group LLC13,000$734K0.44%013F-HRTimeline
Perbak Capital Partners LLP12,809$723K0.16%-14,53813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC12,583$711K0.01%-1,28413F-HRTimeline
Geneos Wealth Management Inc.12,559$709K0.02%-10,66313F-HRTimeline
Quantinno Capital Management LP12,556$709K<0.01%-2,55413F-HRTimeline
Indie Asset Partners, LLC12,529$708K1.29%-4,27113F-HRTimeline
Boreal Capital Management LLC12,167$687K0.57%13F-HRTimeline
Sowell Financial Services LLC12,135$685K0.03%-51513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,004$678K<0.01%-6,05513F-HRTimeline
Beacon Pointe Advisors, LLC11,890$672K0.01%-14013F-HRTimeline
Heritage Wealth Advisors11,674$659K0.03%+1,37413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,650$658K<0.01%-95213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC11,628$657K0.02%-25013F-HRTimeline
Claro Advisors Inc.11,489$649K0.11%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,267$636K0.01%-3,97813F-HRTimelineGroup
Coastal Bridge Advisors, LLC11,190$632K0.05%-19213F-HRTimeline
Waterloo Capital, L.P.11,127$628K0.05%+3113F-HRTimeline
Tyler-Stone Wealth Management11,042$624K0.1%+1913F-HRTimeline
Prime Capital Investment Advisors, LLC10,948$618K0.01%-3,73213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10,778$609K<0.01%-1,31013F-HRTimeline
GREAT LAKES ADVISORS, LLC10,747$607K0.01%-5313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,747$607K0.03%-3,63913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,716$605K0.02%-26,20813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,658$602K<0.01%+1,75913F-HRTimelineGroup
Moors & Cabot, Inc.10,580$598K0.03%+2713F-HRTimeline
Sachetta, LLC10,443$590K0.23%+10,36513F-HRTimeline
Mutual Advisors, LLC10,229$587K0.01%+14613F-HRTimeline
WESBANCO BANK INC10,385$587K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,321$583K0.01%013F-HRTimelineGroup
Wealthspire Retirement, LLC10,190$576K0.04%013F-HRTimeline
IHT Wealth Management, LLC10,189$575K0.02%+6,03013F-HRTimeline
BLAIR WILLIAM & CO/IL10,136$572K<0.01%013F-HRTimeline
COZAD ASSET MANAGEMENT INC10,115$571K0.05%013F-HR/ATimeline
CFM WEALTH PARTNERS LLC10,060$568K0.09%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,055$568K0.03%013F-HRTimeline
American Financial Advisors, LLC10,031$567K0.08%-77113F-HRTimeline
Cresset Asset Management, LLC10,010$565K<0.01%-1,67713F-HR/ATimeline