Skip to content
Disclosery

IYH ISHARES TR

Follow

US HLTHCARE ETF (fund)

Filings received so far for Q3 2026: 41 13F filers report a position in IYH shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
CONSOLIDATED CAPITAL MANAGEMENT, LLC157,386$11.3M3.1%+7513F-HRTimeline
First Citizens Financial Corp92,342$6.61M2.78%-37513F-HRTimeline
Gerald Baker Financial Group LLC80,522$5.76M1.63%+98913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…61,005$4.33M0.01%+8,26113F-HRTimeline
FORTE ASSET MANAGEMENT LLC59,479$4.26M1.72%-18,10113F-HRTimeline
Castle Rock Wealth Management, LLC34,277$2.42M0.46%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC32,388$2.32M0.04%+2,39913F-HRTimeline
Apella Capital, LLC17,096$1.22M0.02%+38713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC15,800$1.13M0.68%013F-HRTimeline
Asempa Wealth Advisors11,028$776K0.61%+613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,320$667K0.01%013F-HRTimeline
Acropolis Investment Management, LLC9,060$648K0.03%-1013F-HRTimeline
Farther Finance Advisors, LLC8,242$590K<0.01%-3,38613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,110$580K0.01%-1,48613F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC7,700$551K0.04%-13513F-HRTimeline
MRA Advisory Group6,939$497K0.19%+413F-HRTimeline
Weaver Consulting Group6,838$489K0.1%013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,804$487K0.01%+30713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,500$394K0.01%013F-HRTimeline
BAILARD, INC.5,150$369K0.01%013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO5,068$363K<0.01%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,879$349K0.03%013F-HRTimeline
CoreCap Advisors, LLC4,595$329K0.01%-20613F-HRTimeline
Sunburst Financial Group, LLC4,037$289K0.05%-9113F-HRTimeline
Atlas Brown,Inc.3,749$268K0.07%+11213F-HRTimeline
Kaydan Wealth Management, Inc.3,681$263K0.09%013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV3,525$252K0.18%new13F-HRTimeline
First Heartland Consultants, Inc.3,376$242K0.02%-2,73713F-HRTimeline
GEM Asset Management, LLC3,253$233K0.09%+713F-HRTimeline
Valeo Financial Advisors, LLC3,091$221K<0.01%+513F-HRTimeline
Cadent Capital Advisors, LLC3,000$215K0.05%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,000$211K0.03%013F-HRTimeline
BigSur Wealth Management LLC2,000$143K0.03%013F-HRTimeline
Davis Capital Management985$70.5K0.04%-1513F-HRTimeline
Cape Investment Advisory, Inc.511$36.6K0.01%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH300$21.5K<0.01%new13F-HRTimeline
CX Institutional240$17K<0.01%-2013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP220$15.7K<0.01%013F-HRTimelineGroup
Rydar Equities, Inc.182$13K0.01%new13F-HRTimeline
Pacifica Partners Inc.160$11.3K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$97<0.01%013F-HRTimeline