iShares Gen-Immunology HLTHIDNAETF
13F holders, Q4 2024 (December 31)58holders +5
9new positions
7sold out
1famous investor
$22.63avg. 13F price*
At the end of Q4 2024, 58 institutions reported holding iShares Gen-Immunology HLTH (IDNA) in their 13F filings, up 5 from Q3 2024. 9 opened new positions and 7 sold out. The largest holders were UBS Group AG ($9.7M), Morgan Stanley ($7.2M) and Wharton Business Group, LLC ($6.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.5M |
| Exits | 7 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 651,554 shares bought and 189,816 shares sold, net +461,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| UBS Group AG | 0.00% | Reduce -0.9% | 428,790 | $9.7M |
| Morgan Stanley | 0.00% | Add +452.9% | 320,017 | $7.2M |
| Wharton Business Group, LLC | 0.28% | Reduce -0.1% | 270,617 | $6.1M |
| Bank of America Corp. | 0.00% | Reduce -35.8% | 210,788 | $4.8M |
| Susquehanna International Group, LLP | 0.00% | Add +187.1% | 96,365 | $2.2M |
| Flow Traders U.S. LLC | 0.09% | New | 94,333 | $2.1M |
| Clearwater Capital Advisors, LLC | 0.19% | Add +52.7% | 84,242 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +6.8% | 74,016 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +23.6% | 71,832 | $1.6M |
| Lido Advisors, LLC | 0.01% | New | 50,176 | $1.1M |
| Cora Capital Advisors LLC | 0.49% | Reduce -5.9% | 44,454 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -9.1% | 38,917 | $881K |
| Transform Wealth, LLC | 0.04% | New | 31,862 | $721K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.0% | 29,664 | $671K |
| Jane Street Group, LLC | 0.00% | New | 29,257 | $662K |
| Raymond James Financial Inc. | 0.00% | — | 28,268 | $640K |
| Avior Wealth Management, LLC | 0.02% | Add +180.5% | 26,650 | $603K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 25,300 | $573K |
| Laidlaw Wealth Management LLC | 0.21% | Add +3.5% | 21,066 | $477K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 19,109 | $432K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +67.9% | 19,041 | $431K |
| Citadel Advisors | 0.00% | New | 17,020 | $385K |
| Wolf Group Capital Advisors | 0.17% | No change | 14,596 | $341K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -2.0% | 14,403 | $326K |
| Wells Fargo & Company | 0.00% | Add +573.7% | 12,949 | $293K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -10.8% | 12,816 | $290K |
| HUB Investment Partners, LLC | 0.01% | Reduce -21.2% | 12,622 | $286K |
| Cetera Investment Advisers | 0.00% | Reduce -1.0% | 11,361 | $257K |
| Opes Wealth Management LLC | 0.05% | No change | 10,245 | $232K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.7% | 9,981 | $226K |
| Matauro, LLC | 0.05% | — | 9,897 | $224K |
| Jones Financial Companies LLLP | 0.00% | Add +0.8% | 4,038 | $91K |
| Signaturefd, LLC | 0.00% | No change | 1,500 | $34K |
| Cwm, LLC | 0.00% | Add +7.6% | 1,461 | $33K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,333 | $30K |
| Principal Securities, Inc. | 0.00% | Reduce -43.5% | 1,319 | $30K |
| Tidemark, LLC | 0.01% | Add +23.7% | 1,269 | $29K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,100 | $25K |
| Pacific Center for Financial Services | 0.01% | Add +0.5% | 857 | $19K |
| Bank of Montreal | 0.00% | Reduce -8.8% | 780 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -23.2% | 500 | $11K |
| Citigroup Inc. | 0.00% | No change | 400 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 291 | $7K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 275 | $6K |
| Archer Investment Corp | 0.00% | No change | 248 | $6K |
| TD Capital Management LLC | 0.00% | Add +0.4% | 237 | $5K |
| Simplex Trading, LLC | 0.00% | New | 203 | $4K |
| Westside Investment Management, Inc. | 0.00% | Reduce -40.0% | 150 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 135 | $3K |
| AE Wealth Management LLC | 0.00% | New | 133 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 110 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 100 | $2K |
| Golden State Wealth Management, LLC | 0.00% | — | 77 | $2K |
| Phillips Financial Management, LLC | 0.00% | No change | 42 | $950 |
| FMR LLC | 0.00% | Add +1500.0% | 16 | $362 |
| AdvisorNet Financial, Inc | 0.00% | No change | 12 | $272 |
| Synergy Asset Management, LLC | 0.00% | New | 2 | $49 |
"% of holder's portfolio" is IDNA's weight in each manager's 13F, not the share of iShares Gen-Immunology HLTH the manager owns.