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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
MORGAN STANLEYin group MORGAN STANLEY2,201,106$129M0.01%+88,01513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,507,173$88.5M0.01%-168,93713F-HR/ATimelineGroup
LPL Financial LLC1,395,244$81.9M0.02%-276,73713F-HRTimeline
UBS Group AGin group UBS Group AG1,243,371$73M0.01%+122,98213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,066,771$62.6M0.04%-62,51213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN933,924$54.8M0.01%+18,43213F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …933,373$54.8M0.05%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA922,492$54.2M0.01%+71,46613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC712,194$41.8M0.01%+13,80313F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC700,285$41.1M0.62%+24,56713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC634,976$37.3M0.01%-25,62713F-HRTimelineGroup
FIL Ltdin group FIL Ltd634,220$37.2M0.03%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC464,719$27.3M0.04%-9,72113F-HRTimeline
OAKWORTH CAPITAL, INC.400,365$23.5M1.36%+34713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.387,176$22.4M0.03%-34,17413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding317,257$18.6M-12,997Timeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC308,520$18.1M6.42%+43,42413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC291,237$17.2M<0.01%-65,15413F-HRTimelineGroup
HighTower Advisors, LLC285,917$16.8M0.02%-9,15413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding173,219$10.2M+168,123Timeline
Cetera Investment Advisers167,172$9.82M0.01%+1,53313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC161,291$9.47M0.07%+98,61113F-HRTimelineGroup
OneDigital Investment Advisors LLC147,876$8.68M0.09%-2,31513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…147,274$8.65M0.18%-2713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP132,290$7.56M0.01%+27,39913F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP123,819$7.27M0.09%-71213F-HRTimeline
Steward Partners Investment Advisory, L…122,519$7.19M0.04%+4,78613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO121,864$7.16M<0.01%+5,70913F-HR/ATimelineGroup
ARKANSAS FINANCIAL GROUP, INC.114,264$6.71M0.99%+6,23313F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…112,735$6.62M0.05%-39813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC111,603$6.55M<0.01%-12,64713F-HRTimelineGroup
Cambridge Investment Research Advisors,…105,618$6.2M0.02%-24,45713F-HRTimeline
SP Asset Management LLC102,947$6.05M0.48%+10213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS101,827$5.98M<0.01%+100,63613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC99,008$5.81M<0.01%-7,20513F-HRTimelineGroup
First Citizens Financial Corp96,390$5.66M2.8%-38513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/93,582$5.5M<0.01%-2,24213F-HRTimelineGroup
Stillwater Capital Advisors, LLC81,669$4.8M0.54%-73013F-HRTimeline
Private Advisor Group, LLC78,834$4.63M0.02%-15,44213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC74,600$4.38M0.72%-47513F-HRTimeline
HC Advisors, LLC74,464$4.37M3.07%+4,20713F-HRTimeline
FORTE ASSET MANAGEMENT LLC74,454$4.37M2.1%+2,52613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.72,203$4.24M0.03%-2,61413F-HRTimelineGroup
Capital Investment Advisors, LLC71,031$4.17M0.07%-75913F-HRTimeline
Sowa Financial Group, Inc.68,476$4.02M2.26%-1,72713F-HRTimeline
Audent Global Asset Management, LLC66,722$3.92M2.85%-17,56813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…63,558$3.87M0.01%-1,38613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/61,345$3.6M<0.01%+1,08513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…60,874$3.58M0.01%+10,89413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,092$3.53M<0.01%+5,70613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC57,539$3.38M0.01%-5,48113F-HRTimeline
Lighthouse Financial LLC56,665$3.33M2.2%+1,44113F-HRTimeline
VestGen Advisors, LLC56,417$3.31M0.11%-30,24113F-HRTimeline
National Philanthropic Trust54,440$3.2M0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…53,925$3.17M<0.01%-2,22413F-HRTimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.53,347$3.13M0.52%-1,20113F-HRTimeline
Creative Planningin group Creative Planning50,670$2.98M<0.01%-1,13213F-HRTimelineGroup
Sanctuary Advisors, LLC48,773$2.86M0.02%-27,85613F-HR/ATimeline
Ethos Financial Group, LLC48,049$2.82M0.22%-52913F-HRTimeline
Mariner, LLCin group Mariner, LLC46,021$2.7M<0.01%-1,85313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP43,857$2.58M<0.01%-8,52513F-HRTimelineGroup
Mine & Arao Wealth Creation & Managemen…43,550$2.56M1.04%+513F-HRTimeline
LOM Asset Management Ltd42,775$2.51M0.77%+2,89713F-HRTimeline
FMR LLCin group FMR LLC42,636$2.5M<0.01%-69313F-HRTimelineGroup
Conservest Capital Advisors, Inc.42,346$2.49M0.23%+59813F-HRTimeline
J.W. COLE ADVISORS, INC.39,978$2.35M0.04%+60413F-HRTimeline
Laurel Wealth Advisors LLC37,250$2.19M0.31%+2,77513F-HRTimeline
MGO ONE SEVEN LLC36,479$2.14M0.05%+1,89513F-HRTimeline
Empirical Asset Management, LLC35,965$2.11M0.59%-18013F-HRTimeline
Janney Montgomery Scott LLC35,896$2.11M<0.01%-14513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.34,900$2.05M<0.01%+30,53013F-HRTimelineGroup
Essex LLC34,265$2.01M0.36%-51313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,399$1.96M<0.01%+4,84113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP33,316$1.96M<0.01%-6,86413F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC32,870$1.93M0.02%-2,08513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC32,658$1.92M0.05%-3,67213F-HRTimeline
Quest 10 Wealth Builders, Inc.32,536$1.91M1.76%-1,01013F-HRTimeline
Merkkuri Wealth Advisors LLC31,945$1.88M1.36%+2,92513F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI29,630$1.8M0.01%new13F-HRTimelineGroup
AUA CAPITAL MANAGEMENT, LLC29,959$1.76M0.99%+17413F-HRTimeline
NWF Advisory Services Inc.29,708$1.74M0.19%-15613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC28,711$1.69M0.01%-73813F-HRTimelineGroup
Creekmur Asset Management LLC28,599$1.68M0.28%-42613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.28,270$1.66M0.15%-85513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,389$1.61M<0.01%+3,71013F-HRTimelineGroup
Valmark Advisers, Inc.26,535$1.56M0.02%+30813F-HRTimeline
TD Waterhouse Canada Inc.25,257$1.53M0.01%+1,64713F-HRTimeline
DAVENPORT & Co LLC25,482$1.5M0.01%-42213F-HRTimeline
CIBC WORLD MARKET INC.25,211$1.48M<0.01%-18,70413F-HRTimeline
Adams Wealth Management24,784$1.46M0.31%-27,13013F-HRTimeline
CacheTech Inc.24,784$1.46M0.29%-27,13013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP24,751$1.45M<0.01%+2,89213F-HRTimelineGroup
CORRADO ADVISORS, LLC24,589$1.44M0.78%+1,77713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,569$1.38M<0.01%-95013F-HRTimeline
NewEdge Advisors, LLC23,460$1.38M0.01%+3,93813F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…23,050$1.35M0.09%+4,87113F-HRTimelineGroup
Arkadios Wealth Advisors22,438$1.32M0.03%-31813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,015$1.29M0.01%-2513F-HRTimelineGroup
Simmons Bankin group Simmons Bank22,002$1.29M0.09%-4013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\21,729$1.28M<0.01%+1,03513F-HRTimelineGroup
&PARTNERS21,665$1.27M0.01%+5,56413F-HRTimeline
Glenview Trust Co21,414$1.26M0.02%-9513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,965$1.23M0.08%-37113F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC20,910$1.23M0.59%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,293$1.19M0.02%-12213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding20,219$1.19M+938Timeline
Gladstone Institutional Advisory LLC20,053$1.18M0.05%-1,67613F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,957$1.17M0.03%+27713F-HRTimeline
SCOTIA CAPITAL INC.19,903$1.17M<0.01%+28513F-HRTimeline
Beacon Pointe Advisors, LLC19,200$1.13M0.01%+7,31013F-HRTimeline
Dentgroup LLC18,951$1.11M0.72%-1,37313F-HRTimeline
Lakeshore Capital Group, Inc.18,528$1.09M0.88%+7813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,774$1.04M<0.01%+27413F-HRTimelineGroup
NorthRock Partners, LLC17,725$1.04M0.02%-63513F-HRTimeline
PINNACLE ASSOCIATES LTD17,606$1.03M0.01%013F-HRTimeline
Prospera Financial Services Inc17,578$1.03M0.02%+29213F-HRTimeline
SOA Wealth Advisors, LLC.17,354$1.02M0.17%-2,57113F-HRTimeline
MAI Capital Management17,101$1M0.01%-24713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC16,784$986K0.07%013F-HRTimeline
CWM, LLCin group CWM, LLC16,661$978K<0.01%+14413F-HRTimelineGroup
Oxinas Partners, LLC16,625$976K0.52%-1,58313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,592$974K<0.01%+4,94213F-HRTimelineGroup
Quantinno Capital Management LP16,300$957K<0.01%+3,74413F-HRTimeline
IFP Advisors, Inc16,144$948K0.02%-1,72813F-HR/ATimeline
Glass Jacobson Investment Advisors llc16,078$944K0.34%-59013F-HRTimeline
IFG Advisory, LLC16,003$940K0.04%-1,28013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.15,833$930K0.45%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC15,800$928K0.63%013F-HRTimeline
Worth Financial Advisory Group, LLC15,329$900K0.5%-74813F-HRTimeline
SMITH, MOORE & CO.15,318$899K0.07%+48813F-HRTimeline
Advisory Services Network, LLC15,254$896K0.01%-1,36613F-HRTimeline
Federation des caisses Desjardins du Qu…15,238$895K<0.01%-94013F-HRTimeline
Apexium Financial, LP15,085$886K0.04%+17413F-HRTimeline
Sovran Advisors, LLC14,516$883K0.08%new13F-HRTimeline
WCG Wealth Advisors LLC15,005$881K0.06%+15013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,999$881K0.01%-62113F-HRTimeline
CHOREO, LLC14,785$868K0.01%-1,38313F-HRTimeline
Haverford Trust Co14,410$846K0.01%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,372$844K0.12%+20913F-HRTimeline
AMERIFLEX GROUP, INC.14,098$828K0.31%+9,17713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC14,045$825K0.07%+31013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC13,920$817K<0.01%013F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP13,799$810K0.11%+3713F-HRTimeline
Redhawk Wealth Advisors, Inc.13,783$809K0.09%+4513F-HRTimeline
Integrated Wealth Concepts LLC13,687$804K0.01%-1,24413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,655$802K0.01%+1,07213F-HRTimeline
Bond & Devick Financial Network, Inc.13,488$792K0.24%-1,97513F-HRTimeline
Bellwether Advisors, LLC13,169$773K0.13%-9213F-HRTimeline
Regal Investment Advisors LLC13,044$766K0.05%-65813F-HRTimeline
V2 Financial group LLC13,000$763K0.42%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding12,887$757K+6,153Timeline
ALLSTATE CORPin group ALLSTATE CORP12,800$752K0.02%+3,75013F-HRTimelineGroup
Sowell Financial Services LLC12,568$738K0.03%+43313F-HRTimeline
Geneos Wealth Management Inc.12,563$738K0.02%+413F-HRTimeline
PLANNING DIRECTIONS INC12,546$737K0.38%-79513F-HRTimeline
Finley Financial, LLC12,500$734K0.34%-95013F-HRTimeline
Farther Finance Advisors, LLC12,289$722K0.01%+10,04013F-HRTimeline
Claro Advisors Inc.12,253$719K0.1%+76413F-HRTimeline
Boreal Capital Management LLC12,167$714K0.58%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,100$711K<0.01%-11,20013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,768$691K<0.01%-23613F-HRTimeline
GSA CAPITAL PARTNERS LLP11,770$691K0.06%+8,03613F-HRTimeline
Indie Asset Partners, LLC11,765$691K0.92%-76413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,695$687K0.04%new13F-HRTimelineGroup
Heritage Wealth Advisors11,674$685K0.03%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,603$681K0.01%-2513F-HRTimeline
Kovack Advisors, Inc.11,542$678K0.06%-2,52513F-HRTimeline
Prime Capital Investment Advisors, LLC11,526$677K0.01%+57813F-HRTimeline
Huntleigh Advisors, Inc.11,267$662K0.11%-2,04713F-HRTimeline
Coastal Bridge Advisors, LLC11,060$649K0.05%-13013F-HRTimeline
GREAT LAKES ADVISORS, LLC10,747$631K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,717$629K0.01%+1,36213F-HRTimelineGroup
Sigma Planning Corp10,637$625K0.02%-4,20913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,538$619K0.01%-72913F-HRTimelineGroup
Waterloo Capital, L.P.10,502$617K0.05%-62513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,471$615K<0.01%-18713F-HRTimelineGroup
WESBANCO BANK INC10,385$610K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,321$606K0.01%013F-HRTimelineGroup
Sachetta, LLC10,217$600K0.22%-22613F-HRTimeline
Wealthspire Retirement, LLC10,190$598K0.04%013F-HR/ATimeline
CENTRAL VALLEY ADVISORS, LLC10,143$596K0.18%+1,03213F-HRTimeline
CFM WEALTH PARTNERS LLC10,060$591K0.09%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,055$590K0.03%013F-HRTimeline
Cresset Asset Management, LLC10,010$588K<0.01%013F-HR/ATimeline
MONTAG A & ASSOCIATES INC10,000$587K0.03%013F-HRTimeline
Carnegie Investment Counsel9,960$585K0.01%+913F-HRTimeline
American State Bank (Iowa)9,915$582K0.3%013F-HRTimeline
Tranquility Partners, LLC9,768$574K0.19%013F-HRTimeline
BLAIR WILLIAM & CO/IL9,636$566K<0.01%-50013F-HRTimeline
Perigon Wealth Management, LLC9,627$565K0.01%-50,79613F-HRTimeline
Moors & Cabot, Inc.9,625$565K0.02%-95513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,523$559K0.01%-12613F-HRTimeline
Symphony Financial Services, Inc.9,410$553K0.3%-413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,402$552K0.04%-25913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,323$547K0.04%-1,42413F-HRTimelineGroup
Thomasville National Bank9,275$545K0.03%013F-HRTimeline
Acropolis Investment Management, LLC9,345$528K0.03%+50013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding8,986$528K-179Timeline
COZAD ASSET MANAGEMENT INC8,981$527K0.04%-1,13413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8,876$521K<0.01%-1,90213F-HRTimeline