iShares Gen-Immunology HLTHIDNAETF
13F holders, Q2 2026 (June 30)65holders +5
12new positions
5sold out
1famous investor
$33.74avg. 13F price*
At the end of Q2 2026, 65 institutions reported holding iShares Gen-Immunology HLTH (IDNA) in their 13F filings, up 5 from Q1 2026. 12 opened new positions and 5 sold out. The largest holders were UBS Group AG ($16.7M), Bank of America Corp. ($15.8M) and Wharton Business Group, LLC ($9.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Gen-Immunology HLTH
- CUSIP
- 46435U192
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.3M |
| Exits | 5 | $823K |
All 13F filers, Q1 2026 → Q2 2026: 483,604 shares bought and 56,467 shares sold, net +427,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| UBS Group AG | 0.00% | Add +1.4% | 493,571 | $16.7M |
| Bank of America Corp. | 0.00% | Add +1.8% | 467,003 | $15.8M |
| Wharton Business Group, LLC | 0.30% | Reduce -0.6% | 268,472 | $9.1M |
| Jane Street Group, LLC | 0.00% | New | 114,932 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.9% | 111,053 | $3.7M |
| Portland Global Advisors LLC | 0.34% | Add +1.1% | 105,302 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +283.6% | 95,351 | $3.2M |
| Trek Financial, LLC | 0.15% | New | 90,940 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +70.8% | 88,543 | $3.0M |
| Morgan Stanley | 0.00% | Reduce -13.7% | 81,337 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.5% | 75,462 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 71,503 | $2.4M |
| Lido Advisors, LLC | 0.00% | Add +14.8% | 38,007 | $1.3M |
| Avior Wealth Management, LLC | 0.03% | Add +42.6% | 37,305 | $1.3M |
| Clearwater Capital Advisors, LLC | 0.08% | Reduce -9.4% | 32,894 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 27,651 | $933K |
| Jones Financial Companies LLLP | 0.00% | Add +19.2% | 24,572 | $813K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.8% | 23,177 | $782K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 23,022 | $777K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 21,622 | $725K |
| Citadel Advisors | 0.00% | New | 21,463 | $724K |
| Envestnet Asset Management Inc. | 0.00% | Add +62.5% | 20,129 | $679K |
| Goldman Sachs Group Inc. | 0.00% | Add +159.6% | 18,646 | $629K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -16.6% | 17,680 | $597K |
| Prudential PLC | 0.00% | Add +4.3% | 16,800 | $567K |
| MML Investors Services, LLC | 0.00% | Add +69.7% | 16,353 | $552K |
| Osaic Holdings, Inc. | 0.00% | Add +41.4% | 15,778 | $533K |
| Cetera Investment Advisers | 0.00% | Add +2.1% | 15,642 | $528K |
| Flow Traders U.S. LLC | 0.02% | New | 12,693 | $428K |
| EP Wealth Advisors, LLC | 0.00% | New | 11,096 | $374K |
| Beck Capital Management, LLC | 0.06% | New | 9,956 | $336K |
| Arkadios Wealth Advisors | 0.00% | New | 8,379 | $283K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.3% | 8,224 | $278K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.4% | 7,867 | $265K |
| Banco Santander, S.A. | 0.00% | No change | 7,560 | $255K |
| Matauro, LLC | 0.03% | Add +0.4% | 7,447 | $251K |
| Ally Invest Advisors Inc. | 0.01% | Reduce -7.1% | 6,852 | $231K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 6,658 | $225K |
| Mission Wealth Management, LP | 0.00% | New | 5,947 | $201K |
| Rockefeller Capital Management L.P. | 0.00% | Add +48.7% | 5,189 | $175K |
| Chapman Financial Group, LLC | 0.05% | New | 2,192 | $74K |
| Tidemark, LLC | 0.01% | Add +1.3% | 1,407 | $47K |
| Triumph Capital Management | 0.01% | Reduce -0.8% | 910 | $31K |
| National Bank of Canada | 0.00% | Add +213.6% | 897 | $30K |
| Vision Retirement, LLC | 0.01% | No change | 750 | $25K |
| Pacific Center for Financial Services | 0.00% | Add +0.4% | 555 | $19K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 550 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $10K |
| Rossby Financial, LCC | 0.00% | Add +385.0% | 291 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 291 | $10K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 275 | $9K |
| Farther Finance Advisors, LLC | 0.00% | No change | 257 | $9K |
| Archer Investment Corp | 0.00% | No change | 248 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 200 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.6% | 166 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 135 | $5K |
| FMR LLC | 0.00% | Reduce -47.8% | 94 | $3K |
| 1 North Wealth Services LLC | 0.00% | No change | 85 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 78 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 55 | $2K |
| Allworth Financial LP | 0.00% | No change | 40 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 33 | $1K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.3% | 2 | $68 |
| AlphaCore Capital LLC | 0.00% | No change | 1 | $26 |
"% of holder's portfolio" is IDNA's weight in each manager's 13F, not the share of iShares Gen-Immunology HLTH the manager owns.