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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
FIL Ltdin group FIL Ltd3,894,874$255M0.19%+3,260,65413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,269,524$148M0.01%+68,41813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,540,996$100M0.01%+33,82313F-HRTimelineGroup
LPL Financial LLC1,506,483$98.1M0.03%+111,23913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,237,489$80.6M0.05%+1,125,88613F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding1,200,680$78.2M-42,691Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,047,106$68.2M0.04%-19,66513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN911,957$59.4M0.01%-21,96713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA834,903$54.4M0.01%-87,58913F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC698,265$45.5M0.67%-2,02013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC632,605$41.2M0.01%-79,58913F-HRTimelineGroup
PINKERTON WEALTH, LLC615,838$40.1M4.11%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC603,722$39.3M0.01%-31,25413F-HR/ATimelineGroup
OAKWORTH CAPITAL, INC.410,620$26.7M1.46%+10,25513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding409,033$26.6M+91,776Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.377,354$24.6M0.04%-9,82213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC369,855$24.1M0.03%-94,86413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC309,090$20.1M<0.01%+17,85313F-HRTimelineGroup
HighTower Advisors, LLC287,974$18.7M0.02%+2,05713F-HRTimeline
True Freedom Investing, LLC271,156$17.7M1.2%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding255,984$16.7M+82,765Timeline
Camarda Financial Advisors, LLC223,592$14.6M5.54%new13F-HRTimeline
Cetera Investment Advisers194,036$12.6M0.01%+26,86413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC176,932$11.5M0.1%+15,64113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP160,923$10.5M0.01%+28,63313F-HRTimelineGroup
Cambridge Investment Research Advisors,…148,748$9.68M0.03%+43,13013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…145,838$9.49M0.19%-1,43613F-HRTimelineGroup
Three Seasons Wealth, LLC144,312$9.39M0.9%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC144,028$9.38M4.42%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.139,802$9.1M0.06%+67,59913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…136,448$8.88M0.1%+125,91013F-HRTimelineGroup
Private Advisor Group, LLC130,670$8.51M0.04%+51,83613F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC130,231$8.48M2.57%-178,28913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO126,864$8.26M<0.01%+5,00013F-HRTimelineGroup
Steward Partners Investment Advisory, L…125,140$8.15M0.04%+2,62113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP123,118$8.02M0.1%-70113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.120,992$7.88M1.14%+6,72813F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP120,459$7.84M0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…119,310$7.77M0.05%+6,57513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC118,787$7.73M<0.01%+19,77913F-HRTimelineGroup
Summit Financial Consulting LLC109,847$7.15M5.19%new13F-HRTimeline
SP Asset Management LLC102,644$6.68M0.53%-30313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/100,319$6.53M<0.01%+6,73713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,135$6.52M0.01%+40,04313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,065$6.51M<0.01%-1,76213F-HRTimelineGroup
First Citizens Financial Corp93,617$6.09M3.01%-2,77313F-HRTimeline
AE Wealth Management LLC91,914$5.98M0.03%+90,91613F-HRTimeline
Stillwater Capital Advisors, LLC81,431$5.3M0.57%-23813F-HRTimeline
Audent Global Asset Management, LLC73,773$4.8M3.04%+7,05113F-HRTimeline
HC Advisors, LLC73,544$4.79M3.31%-92013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC72,750$4.74M0.74%-1,85013F-HRTimeline
Capital Investment Advisors, LLC69,513$4.53M0.07%-1,51813F-HRTimeline
FORTE ASSET MANAGEMENT LLC66,542$4.33M1.97%-7,91213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,158$4.01M0.01%-3,40013F-HRTimeline
Lighthouse Financial LLC58,866$3.83M2.5%+2,20113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC58,579$3.81M0.09%+25,92113F-HRTimeline
Sowa Financial Group, Inc.58,191$3.79M1.97%-10,28513F-HRTimeline
CoreCap Advisors, LLC57,812$3.76M0.13%+53,65613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/57,560$3.75M<0.01%-3,78513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC56,372$3.67M0.01%-1,16713F-HRTimeline
OneDigital Investment Advisors LLC54,773$3.57M0.03%-93,10313F-HRTimeline
National Philanthropic Trust54,647$3.56M0.04%+20713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…53,634$3.5M0.01%-7,24013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…52,042$3.39M<0.01%-1,88313F-HRTimelineGroup
Lifestyle Asset Management, Inc.50,593$3.29M1.07%new13F-HRTimeline
Creative Planningin group Creative Planning50,298$3.27M<0.01%-37213F-HRTimelineGroup
Sanctuary Advisors, LLC47,926$3.12M0.02%-84713F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.47,258$3.08M0.5%-6,08913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,590$3.03M<0.01%+2,73313F-HRTimelineGroup
Ethos Financial Group, LLC45,746$2.98M0.22%-2,30313F-HRTimeline
Mariner, LLCin group Mariner, LLC45,024$2.93M<0.01%-99713F-HRTimelineGroup
FMR LLCin group FMR LLC44,770$2.93M<0.01%+2,13413F-HRTimelineGroup
Balboa Wealth Partners44,382$2.89M0.48%new13F-HRTimeline
Mine & Arao Wealth Creation & Managemen…43,423$2.83M1.11%-12713F-HRTimeline
Smartleaf Asset Management LLC42,513$2.78M0.11%new13F-HRTimeline
Conservest Capital Advisors, Inc.42,448$2.76M0.25%+10213F-HRTimeline
LOM Asset Management Ltd42,377$2.76M0.8%-39813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP40,587$2.64M<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC39,354$2.56M0.05%+2,87513F-HRTimeline
USA FINANCIAL FORMULAS39,109$2.55M0.46%new13F-HRTimeline
Laurel Wealth Advisors LLC37,956$2.47M0.33%+70613F-HRTimeline
Empirical Asset Management, LLC35,866$2.33M0.66%-9913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC35,795$2.33M0.02%+2,92513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,709$2.32M<0.01%+28,70813F-HRTimelineGroup
WIN ADVISORS, INC35,303$2.3M0.98%new13F-HRTimeline
Janney Montgomery Scott LLC35,293$2.3M0.01%-60313F-HRTimeline
Essex LLC34,212$2.23M0.39%-5313F-HRTimeline
Gladstone Institutional Advisory LLC33,989$2.21M0.08%+13,93613F-HRTimeline
Quest 10 Wealth Builders, Inc.32,135$2.09M1.87%-40113F-HRTimeline
1832 Asset Management L.P.31,791$2.07M<0.01%new13F-HRTimeline
Arkadios Wealth Advisors30,392$1.98M0.04%+7,95413F-HRTimeline
NWF Advisory Services Inc.29,815$1.94M0.21%+10713F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI29,630$1.94M0.01%013F-HRTimelineGroup
AUA CAPITAL MANAGEMENT, LLC29,579$1.93M0.97%-38013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC32,308$1.92M0.01%+3,59713F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.28,270$1.84M0.15%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,835$1.81M<0.01%+3,08413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP27,664$1.8M<0.01%-5,65213F-HR/ATimelineGroup
CIBC WORLD MARKET INC.27,318$1.78M<0.01%+2,10713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…26,699$1.74M0.11%+3,64913F-HRTimelineGroup
DAVENPORT & Co LLC26,686$1.74M0.01%+1,20413F-HRTimeline
CORRADO ADVISORS, LLC25,828$1.68M0.84%+1,23913F-HRTimeline
&PARTNERS25,104$1.63M0.01%+3,43913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding25,037$1.63M+4,818Timeline
NewEdge Advisors, LLC24,922$1.62M0.01%+1,46213F-HRTimeline
TD Waterhouse Canada Inc.24,824$1.62M0.01%-43313F-HRTimeline
My Personal CFO, LLC24,750$1.61M0.67%new13F-HRTimeline
Valmark Advisers, Inc.24,123$1.57M0.02%-2,41213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS22,924$1.49M<0.01%-64513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,292$1.45M<0.01%-5,09713F-HR/ATimelineGroup
Simmons Bankin group Simmons Bank22,000$1.43M0.1%-213F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK21,969$1.43M0.01%-4613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\21,828$1.42M<0.01%+9913F-HRTimelineGroup
Kovack Advisors, Inc.21,498$1.4M0.07%+9,95613F-HR/ATimeline
Climber Capital SA26,429$1.37M0.89%13F-HRTimeline
VestGen Advisors, LLC20,978$1.37M0.06%-35,43913F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC20,910$1.36M0.66%013F-HRTimeline
Beacon Pointe Advisors, LLC20,786$1.35M0.01%+1,58613F-HRTimeline
SCOTIA CAPITAL INC.20,082$1.31M0.01%+17913F-HRTimeline
Yeomans Consulting Group, Inc.19,961$1.3M0.38%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,959$1.3M0.03%+213F-HRTimeline
BANQUE PICTET & CIE SA19,088$1.24M0.01%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…18,935$1.23M0.02%-1,35813F-HRTimelineGroup
Sankala Group LLC18,301$1.22M0.98%13F-HRTimeline
Royal Fund Management, LLC18,698$1.22M0.11%+13,62813F-HRTimeline
WCG Wealth Advisors LLC18,519$1.21M0.03%+3,51413F-HRTimeline
Lakeshore Capital Group, Inc.18,367$1.2M0.96%-16113F-HRTimeline
Prospera Financial Services Inc18,112$1.18M0.02%+53413F-HRTimeline
Merkkuri Wealth Advisors LLC17,963$1.17M0.8%-13,98213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,630$1.15M<0.01%-14413F-HRTimelineGroup
PINNACLE ASSOCIATES LTD17,606$1.15M0.01%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding17,178$1.12M+8,192Timeline
Adams Wealth Management17,161$1.12M0.24%-7,62313F-HRTimeline
CacheTech Inc.17,161$1.12M0.21%-7,62313F-HRTimeline
MAI Capital Management17,110$1.11M0.01%+913F-HRTimeline
NorthRock Partners, LLC16,975$1.11M0.02%-75013F-HRTimeline
IFG Advisory, LLC16,901$1.1M0.05%+89813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC16,784$1.09M0.08%013F-HRTimeline
CWM, LLCin group CWM, LLC16,657$1.08M<0.01%-413F-HRTimelineGroup
Glenview Trust Co16,625$1.08M0.02%-4,78913F-HRTimeline
IFP Advisors, Inc16,468$1.07M0.02%+32413F-HRTimeline
SMITH, MOORE & CO.16,438$1.07M0.08%+1,12013F-HRTimeline
Apella Capital, LLC16,179$1.05M0.02%new13F-HRTimeline
Quantinno Capital Management LP16,115$1.05M<0.01%-18513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,100$1.05M<0.01%+4,00013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,005$1.04M<0.01%-58713F-HRTimelineGroup
Glass Jacobson Investment Advisors llc15,935$1.04M0.37%-14313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.15,814$1.03M0.44%-1913F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC15,800$1.03M0.68%013F-HRTimeline
Asset One Wealth Management LLC15,579$1.02M0.14%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC15,533$1.01M0.13%+1,16113F-HRTimeline
SOA Wealth Advisors, LLC.15,416$1M0.17%-1,93813F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC15,039$979K0.01%new13F-HRTimelineGroup
Sovran Advisors, LLC14,692$969K0.08%+17613F-HRTimeline
Worth Financial Advisory Group, LLC14,782$962K0.47%-54713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,703$957K0.01%-29613F-HRTimeline
Oxinas Partners, LLC14,545$947K0.46%-2,08013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding14,527$946K+1,640Timeline
Federation des caisses Desjardins du Qu…14,423$939K<0.01%-81513F-HRTimeline
Haverford Trust Co14,410$938K0.01%013F-HRTimeline
Advisory Services Network, LLC14,295$931K0.01%-95913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC14,088$917K0.09%+4313F-HRTimelineGroup
Indivisible Partners13,915$906K0.1%13F-HRTimeline
High Point Wealth Management, LLC13,768$896K0.84%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP13,763$896K0.12%-3613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,588$885K0.01%-6713F-HRTimeline
CHOREO, LLC13,461$882K0.01%-1,32413F-HRTimeline
Bond & Devick Financial Network, Inc.13,488$878K0.25%013F-HRTimeline
Cresset Asset Management, LLC13,389$872K<0.01%+3,37913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,380$871K<0.01%-54013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP13,371$870K0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,225$861K<0.01%-20,17413F-HRTimelineGroup
Bellwether Advisors, LLC13,169$857K0.14%013F-HRTimeline
Redhawk Wealth Advisors, Inc.13,094$852K0.1%-68913F-HRTimeline
Foundations Investment Advisors, LLC13,074$851K0.01%new13F-HRTimeline
V2 Financial group LLC13,000$846K0.42%013F-HRTimeline
Orion Porfolio Solutions, LLC12,921$841K0.01%new13F-HRTimeline
Asempa Wealth Advisors12,569$818K0.7%13F-HRTimeline
Sowell Financial Services LLC12,568$818K0.03%013F-HRTimeline
Heritage Wealth Advisors12,368$805K0.03%+69413F-HRTimeline
Claro Advisors Inc.12,331$803K0.11%+7813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,301$801K0.13%13F-HRTimeline
Regal Investment Advisors LLC12,024$783K0.05%-1,02013F-HRTimeline
Sunbelt Securities, Inc.11,916$776K0.05%+3,37313F-HRTimeline
BLAIR WILLIAM & CO/IL11,910$775K<0.01%+2,27413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,769$766K<0.01%+113F-HRTimeline
Mutual Advisors, LLC11,701$762K0.02%+4,15413F-HRTimeline
Boreal Capital Management LLC11,695$761K0.57%-47213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,653$759K0.01%+5013F-HR/ATimeline
HighPoint Advisor Group LLC11,649$758K0.02%new13F-HRTimeline
Dentgroup LLC11,381$741K0.51%-7,57013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,187$728K0.02%+5,69713F-HRTimelineGroup
Astoria Portfolio Advisors LLC.10,993$728K0.17%new13F-HRTimeline
Coastal Bridge Advisors, LLC11,060$720K0.05%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC10,874$708K0.21%+73113F-HRTimeline
GREAT LAKES ADVISORS, LLC10,747$700K0.01%013F-HRTimeline
Indie Asset Partners, LLC10,566$688K0.77%-1,19913F-HRTimeline
Sigma Planning Corp10,546$687K0.02%-9113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,474$682K<0.01%+313F-HRTimelineGroup
Finley Financial, LLC10,450$680K0.31%-2,05013F-HRTimeline