iShares Gen-Immunology HLTHIDNAETF
13F holders, Q1 2024 (March 31)62holders
1famous investor
$24.06avg. 13F price*
At the end of Q1 2024, 62 institutions reported holding iShares Gen-Immunology HLTH (IDNA) in their 13F filings. The largest holders were UBS Group AG ($7.8M), Wharton Business Group, LLC ($6.5M) and Bank of America Corp. ($6.4M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.1M |
| Exits | 13 | $3.0M |
Ownership 62 holders
| UBS Group AG | 0.00% | Add +175.5% | 323,886 | $7.8M |
| Wharton Business Group, LLC | 0.31% | Add +34.3% | 269,554 | $6.5M |
| Bank of America Corp. | 0.00% | Add +47.6% | 265,919 | $6.4M |
| Morgan Stanley | 0.00% | Reduce -5.1% | 111,964 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -79.6% | 99,263 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.2% | 80,660 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 73,086 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +34.2% | 65,700 | $1.6M |
| Clearwater Capital Advisors, LLC | 0.14% | Reduce -0.6% | 53,264 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 51,053 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -9.8% | 48,801 | $1.2M |
| Cora Capital Advisors LLC | 0.57% | Add +7.0% | 44,420 | $1.1M |
| Custom Portfolio Group LLC | 0.60% | New | 31,648 | $725K |
| Visionary Wealth Advisors | 0.05% | Add +1.1% | 28,413 | $684K |
| Prudential PLC | 0.01% | Add +15.6% | 26,000 | $626K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -12.5% | 24,160 | $582K |
| Citadel Advisors | 0.00% | Reduce -45.4% | 21,387 | $515K |
| Laidlaw Wealth Management LLC | 0.28% | Add +43.2% | 20,949 | $504K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | New | 20,000 | $465K |
| HUB Investment Partners, LLC | 0.02% | Reduce -0.8% | 17,350 | $418K |
| PFG Investments, LLC | 0.02% | New | 14,831 | $357K |
| Wolf Group Capital Advisors | 0.16% | No change | 14,596 | $341K |
| Consolidated Portfolio Review Corp | 0.09% | Add +6.1% | 14,063 | $339K |
| Kestra Advisory Services, LLC | 0.00% | No change | 13,593 | $327K |
| Cetera Investment Advisers | 0.00% | New | 13,334 | $321K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +1.6% | 11,841 | $285K |
| North Star Asset Management Inc. | 0.01% | No change | 11,100 | $267K |
| Opes Wealth Management LLC | 0.06% | Add +15.8% | 10,245 | $247K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.9% | 9,872 | $238K |
| Lodestone Wealth Management LLC | 0.12% | Reduce -9.9% | 8,427 | $236K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -66.8% | 9,551 | $230K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -49.6% | 9,396 | $226K |
| Aveo Capital Partners, LLC | 0.02% | No change | 9,000 | $215K |
| First Heartland Consultants, Inc. | 0.02% | New | 8,553 | $206K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -59.5% | 8,316 | $200K |
| Principal Securities, Inc. | 0.00% | Reduce -16.4% | 2,164 | $52K |
| Wells Fargo & Company | 0.00% | Reduce -49.4% | 1,951 | $47K |
| Signaturefd, LLC | 0.00% | No change | 1,500 | $36K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -7.7% | 1,473 | $35K |
| Cwm, LLC | 0.00% | New | 1,353 | $33K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,333 | $32K |
| Bank of Montreal | 0.00% | Reduce -42.3% | 1,070 | $27K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -3.5% | 1,100 | $26K |
| Pacific Center for Financial Services | 0.01% | No change | 849 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 651 | $16K |
| Realta Investment Advisors | 0.00% | New | 407 | $10K |
| NorthRock Partners, LLC | 0.00% | New | 400 | $10K |
| Citigroup Inc. | 0.00% | No change | 400 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Add +2883.3% | 358 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 350 | $8K |
| JPMorgan Chase & Co. | 0.00% | New | 340 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 291 | $7K |
| Archer Investment Corp | 0.00% | No change | 248 | $6K |
| TD Capital Management LLC | 0.00% | No change | 234 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 135 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 110 | $3K |
| FMR LLC | 0.00% | New | 102 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 100 | $2K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 82 | $2K |
| Phillips Financial Management, LLC | 0.00% | No change | 42 | $1K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 25 | $602 |
"% of holder's portfolio" is IDNA's weight in each manager's 13F, not the share of iShares Gen-Immunology HLTH the manager owns.