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Disclosery

IYH ISHARES TR

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US HLTHCARE ETF (fund)

509 managers (516 13F filers) reported a position in IYH shares at 2026-03-31, 23,778,341 shares in all. 27 filers opened a position and 55 filers sold out during the quarter.

Managers
509
13F filers
516
New
27
Added
158
Reduced
162
Sold out
55
Shares held by filers
23,778,341

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
UBS Group AGgroup of 2 filers holding2,530,789$156M+1,330,109Timeline
MORGAN STANLEYin group MORGAN STANLEY2,228,857$137M0.01%-40,66713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,529,508$94.3M0.01%-11,48813F-HRTimelineGroup
LPL Financial LLC1,412,046$87M0.02%-94,43713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,068,453$65.9M1.03%+370,18813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,046,742$64.5M0.01%+134,78513F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,003,253$61.8M0.04%-43,85313F-HRTimelineGroup
PINKERTON WEALTH, LLC861,189$56.1M5.1%+245,35113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA899,816$55.5M0.01%+64,91313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC694,455$42.8M0.01%+90,73313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC671,704$41.4M0.01%+39,09913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding443,354$27.3M+34,321Timeline
OAKWORTH CAPITAL, INC.417,233$25.7M1.36%+6,61313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.376,181$23.2M0.03%-1,17313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC350,033$21.6M0.03%-19,82213F-HRTimeline
HighTower Advisors, LLC287,995$17.8M0.02%+2113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC272,518$16.8M<0.01%-36,57213F-HR/ATimelineGroup
Cetera Investment Advisers206,074$12.7M0.01%+12,03813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC185,111$11.4M0.09%+8,17913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP176,967$10.6M0.01%+16,04413F-HRTimelineGroup
CONSOLIDATED CAPITAL MANAGEMENT, LLC154,634$9.53M3.08%+24,40313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…148,586$9.16M0.1%+12,13813F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…145,657$8.98M0.18%-18113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO136,130$8.22M<0.01%+9,26613F-HR/ATimelineGroup
ARKANSAS FINANCIAL GROUP, INC.129,578$8.14M1.14%+8,58613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC131,870$8.13M<0.01%+13,08313F-HRTimelineGroup
Private Advisor Group, LLC121,187$7.47M0.04%-9,48313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP118,428$7.3M0.09%-4,69013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…117,020$7.21M0.04%-2,29013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP115,987$7.15M0.01%+75,40013F-HRTimelineGroup
Steward Partners Investment Advisory, L…111,333$6.86M0.03%-13,80713F-HRTimeline
SP Asset Management LLC102,401$6.31M0.56%-24313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding97,532$6.01M-158,452Timeline
First Citizens Financial Corp92,880$5.73M2.7%-73713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/86,810$5.35M<0.01%-13,50913F-HRTimelineGroup
Cambridge Investment Research Advisors,…86,527$5.33M0.01%-62,22113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.75,678$4.92M0.03%-64,12413F-HRTimelineGroup
Gerald Baker Financial Group LLC76,928$4.74M1.5%13F-HR/ATimeline
Stillwater Capital Advisors, LLC74,120$4.57M0.52%-7,31113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,796$4.49M0.01%+26,20613F-HRTimelineGroup
HC Advisors, LLC72,329$4.46M2.98%-1,21513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC72,075$4.44M0.71%-67513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP71,108$4.38M<0.01%-29,02713F-HRTimelineGroup
Capital Investment Advisors, LLC69,242$4.27M0.06%-27113F-HR/ATimeline
FORTE ASSET MANAGEMENT LLC65,952$4.07M1.78%-59013F-HRTimeline
Lighthouse Financial LLC63,223$3.9M2.35%+4,35713F-HRTimeline
Sowa Financial Group, Inc.57,422$3.54M1.75%-76913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/54,716$3.37M<0.01%-2,84413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…54,471$3.36M0.01%+83713F-HRTimelineGroup
Sanctuary Advisors, LLC53,754$3.31M0.02%+5,82813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…53,391$3.29M0.01%-6,76713F-HRTimeline
National Philanthropic Trust53,165$3.28M0.03%-1,48213F-HRTimeline
Mariner, LLCin group Mariner, LLC51,739$3.18M<0.01%+6,71513F-HRTimelineGroup
Creative Planningin group Creative Planning50,404$3.11M<0.01%+10613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…49,036$3.02M<0.01%-3,00613F-HRTimelineGroup
Ethos Financial Group, LLC45,746$2.98M0.22%013F-HRTimeline
MML INVESTORS SERVICES, LLC47,933$2.95M0.01%-8,43913F-HRTimeline
Audent Global Asset Management, LLC46,958$2.89M2.89%-26,81513F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.46,687$2.88M0.47%-57113F-HRTimeline
FMR LLCin group FMR LLC45,628$2.81M<0.01%+85813F-HRTimelineGroup
Mine & Arao Wealth Creation & Managemen…43,381$2.67M1.12%-4213F-HRTimeline
LOM Asset Management Ltd41,822$2.58M0.74%-55513F-HRTimeline
Conservest Capital Advisors, Inc.40,785$2.51M0.23%-1,66313F-HRTimeline
Smartleaf Asset Management LLC41,095$2.48M0.09%-1,41813F-HRTimeline
Laurel Wealth Advisors LLC38,396$2.32M0.23%+44013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,336$2.3M<0.01%+1,62713F-HRTimelineGroup
MGO ONE SEVEN LLC37,235$2.3M0.05%-2,11913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP37,120$2.29M0.13%+31,04513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding35,778$2.21M+9,079Timeline
Empirical Asset Management, LLC35,470$2.19M0.58%-39613F-HRTimeline
Essex LLC35,121$2.16M0.38%+90913F-HRTimeline
Gladstone Institutional Advisory LLC34,070$2.1M0.08%+8113F-HRTimeline
Janney Montgomery Scott LLC33,577$2.07M0.01%-1,71613F-HRTimeline
NWF Advisory Services Inc.32,560$2.01M0.23%+2,74513F-HRTimeline
Quest 10 Wealth Builders, Inc.32,207$1.99M1.74%+7213F-HRTimeline
Arkadios Wealth Advisors31,379$1.93M0.03%+98713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,820$1.9M0.01%-1,48813F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI29,630$1.83M0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC29,232$1.8M0.06%-28,58013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC29,207$1.8M0.92%-37213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,095$1.79M0.01%-6,70013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,882$1.78M0.04%-29,69713F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…27,888$1.72M0.04%+20,79113F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.27,470$1.69M0.16%-80013F-HRTimeline
CIBC WORLD MARKET INC.27,383$1.69M<0.01%+6513F-HRTimeline
DAVENPORT & Co LLC26,569$1.64M0.01%-11713F-HRTimeline
&PARTNERS26,189$1.61M0.01%+1,08513F-HRTimeline
CORRADO ADVISORS, LLC25,877$1.6M0.83%+4913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,717$1.59M<0.01%+3,42513F-HRTimelineGroup
NewEdge Advisors, LLC25,632$1.58M0.01%+71013F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,312$1.57M<0.01%-1,35213F-HRTimelineGroup
WIN ADVISORS, INC25,295$1.56M0.71%-10,00813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,126$1.55M<0.01%+16,81813F-HRTimeline
Virtue Capital Management, LLC25,525$1.54M0.23%new13F-HRTimeline
TD Waterhouse Canada Inc.24,446$1.52M<0.01%-37813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,969$1.48M0.01%+2,00013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS23,858$1.47M<0.01%+93413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\23,002$1.42M<0.01%+1,17413F-HRTimelineGroup
Valmark Advisers, Inc.22,873$1.41M0.02%-1,25013F-HRTimeline
Sigma Planning Corp22,768$1.4M0.04%+12,22213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,184$1.37M<0.01%-5,65113F-HRTimelineGroup
Quantinno Capital Management LP22,107$1.36M<0.01%+5,99213F-HRTimeline
Kovack Advisors, Inc.21,851$1.36M0.07%+35313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding21,606$1.33M-3,431Timeline
Simmons Bankin group Simmons Bank21,060$1.3M0.09%-94013F-HRTimelineGroup
KENNICOTT CAPITAL MANAGEMENT LLC20,910$1.29M0.7%013F-HRTimeline
Adams Wealth Management20,153$1.24M0.27%+2,99213F-HRTimeline
CacheTech Inc.20,153$1.24M0.24%+2,99213F-HRTimeline
Farther Finance Advisors, LLC19,516$1.21M0.01%+9,26613F-HRTimeline
SCOTIA CAPITAL INC.19,614$1.21M<0.01%-46813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,500$1.2M<0.01%+1,87013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC19,424$1.2M0.03%-53513F-HRTimeline
BANQUE PICTET & CIE SA19,088$1.18M0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…18,966$1.17M0.02%+3113F-HRTimelineGroup
SMITH, MOORE & CO.18,753$1.16M0.08%+2,31513F-HRTimeline
Prospera Financial Services Inc18,705$1.15M0.02%+59313F-HRTimeline
Beacon Pointe Advisors, LLC18,443$1.14M0.01%-2,34313F-HRTimeline
OneDigital Investment Advisors LLC18,348$1.13M0.01%-36,42513F-HRTimeline
Merkkuri Wealth Advisors LLC18,310$1.13M0.75%+34713F-HRTimeline
Lakeshore Capital Group, Inc.18,191$1.12M0.92%-17613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC18,161$1.12M0.14%+2,62813F-HRTimeline
My Personal CFO, LLC18,000$1.11M0.49%-6,75013F-HRTimeline
VestGen Advisors, LLC17,901$1.1M0.03%-3,07713F-HRTimeline
Sankala Group LLC17,978$1.09M0.89%-32313F-HRTimeline
WCG Wealth Advisors LLC17,547$1.08M0.03%-97213F-HRTimeline
PINNACLE ASSOCIATES LTD17,067$1.05M0.01%-53913F-HRTimeline
Apella Capital, LLC16,709$1.05M0.02%+53013F-HRTimeline
NorthRock Partners, LLC16,975$1.05M0.02%013F-HRTimeline
MAI Capital Management16,793$1.04M0.01%-31713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC16,784$1.03M0.08%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC16,538$1.02M0.58%-127,49013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,499$1.02M<0.01%+3,27413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,005$987K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.15,996$986K0.06%+4,08013F-HRTimeline
Glass Jacobson Investment Advisors llc15,932$982K0.34%-313F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC15,800$974K0.64%013F-HRTimeline
Royal Fund Management, LLC15,745$970K0.09%-2,95313F-HRTimeline
Asset One Wealth Management LLC15,619$960K0.11%+4013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.15,423$951K0.45%-39113F-HRTimeline
SOA Wealth Advisors, LLC.15,340$946K0.18%-7613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding15,192$936K+665Timeline
Glenview Trust Co15,172$935K0.01%-1,45313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,103$931K<0.01%+1,72313F-HRTimelineGroup
Sovran Advisors, LLC15,176$930K0.07%+48413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC15,039$927K0.01%013F-HRTimelineGroup
Climber Capital SA15,829$901K0.59%-10,60013F-HRTimeline
Oxinas Partners, LLC14,481$893K0.41%-6413F-HRTimeline
IFP Advisors, Inc14,461$891K0.02%-2,00713F-HRTimeline
Federation des caisses Desjardins du Qu…14,423$889K<0.01%013F-HRTimeline
Haverford Trust Co14,410$888K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,539$886K0.01%-16413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding14,325$883K-2,853Timeline
Indivisible Partners13,915$858K0.08%013F-HRTimeline
Integrated Wealth Concepts LLC13,815$852K0.01%+4,46313F-HRTimeline
High Point Wealth Management, LLC13,808$851K0.82%+4013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC13,625$840K0.09%-46313F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC13,515$833K0.01%-7313F-HRTimeline
BLAIR WILLIAM & CO/IL13,432$828K<0.01%+1,52213F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC13,258$817K0.22%+2,38413F-HRTimeline
Bond & Devick Financial Network, Inc.13,188$813K0.23%-30013F-HRTimeline
Bellwether Advisors, LLC13,169$812K0.14%013F-HRTimeline
V2 Financial group LLC13,000$801K0.37%013F-HRTimeline
Claro Advisors Inc.12,940$798K0.1%+60913F-HRTimeline
Cresset Asset Management, LLC12,908$796K<0.01%-48113F-HRTimeline
CHOREO, LLC12,843$792K0.01%-61813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP12,733$785K0.11%-1,03013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,641$779K0.13%+34013F-HRTimeline
Sowell Financial Services LLC12,568$775K0.03%013F-HRTimeline
Buck Wealth Strategies, LLC12,547$773K0.1%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC12,486$770K<0.01%-1,225,00313F-HRTimelineGroup
Advisory Services Network, LLC12,440$767K0.01%-1,85513F-HRTimeline
Heritage Wealth Advisors12,368$762K0.03%013F-HRTimeline
Regal Investment Advisors LLC11,748$724K0.04%-27613F-HRTimeline
Boreal Capital Management LLC11,695$721K0.62%013F-HRTimeline
CX Institutional11,607$715K0.02%+9,65513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,399$703K<0.01%-37013F-HRTimeline
HighPoint Advisor Group LLC11,175$689K0.03%-47413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,169$688K0.02%+2,40013F-HRTimelineGroup
Asempa Wealth Advisors11,038$686K0.6%-1,53113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,083$683K0.01%+4,31513F-HRTimelineGroup
D.A. DAVIDSON & CO.10,933$674K<0.01%+5,08213F-HRTimeline
CWM, LLCin group CWM, LLC10,657$657K<0.01%-6,00013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,477$646K<0.01%13F-HRTimelineGroup
Valor Advisors LLC9,875$643K0.54%013F-HRTimeline
Independent Advisor Alliance10,399$641K0.01%+6,36713F-HRTimeline
WESBANCO BANK INC10,385$640K0.02%013F-HRTimeline
Waterloo Capital, L.P.10,379$640K0.04%+3113F-HRTimeline
Avior Wealth Management, LLC10,190$628K0.02%new13F-HRTimeline
Prime Capital Investment Advisors, LLC10,090$622K0.01%+51213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,076$621K0.01%-3213F-HRTimelineGroup
Sachetta, LLC10,075$621K0.34%+2513F-HRTimeline
CFM WEALTH PARTNERS LLC10,060$620K0.09%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,055$620K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC10,000$616K0.03%013F-HRTimeline
American State Bank (Iowa)9,915$611K0.29%013F-HRTimeline
Geneos Wealth Management Inc.9,755$601K0.01%-56213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,659$595K0.01%+1,23613F-HRTimelineGroup
Carnegie Investment Counsel9,570$590K0.01%-39013F-HRTimeline
Mutual Advisors, LLC9,527$587K0.01%-2,17413F-HRTimeline
Symphony Financial Services, Inc.9,495$585K0.3%+1013F-HRTimeline