iShares Gen-Immunology HLTHIDNAETF
13F holders, Q1 2025 (March 31)48holders −10
5new positions
15sold out
$20.49avg. 13F price*
At the end of Q1 2025, 48 institutions reported holding iShares Gen-Immunology HLTH (IDNA) in their 13F filings, down 10 from Q4 2024. 5 opened new positions and 15 sold out. The largest holders were UBS Group AG ($10.3M), Morgan Stanley ($6.9M) and Wharton Business Group, LLC ($5.8M).
- Company
- iShares Gen-Immunology HLTH
- CUSIP
- 46435U192
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $13K |
| Exits | 15 | $4.8M |
All 13F filers, Q4 2024 → Q1 2025: 296,502 shares bought and 288,507 shares sold, net +7,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| UBS Group AG | 0.00% | Add +17.6% | 504,163 | $10.3M |
| Morgan Stanley | 0.00% | Add +5.1% | 336,259 | $6.9M |
| Wharton Business Group, LLC | 0.26% | Add +5.5% | 285,472 | $5.8M |
| Bank of America Corp. | 0.00% | Add +30.5% | 274,991 | $5.6M |
| Raymond James Financial Inc. | 0.00% | Add +343.1% | 125,241 | $2.6M |
| Clearwater Capital Advisors, LLC | 0.17% | Add +1.7% | 85,653 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 73,474 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.2% | 66,678 | $1.4M |
| Lido Advisors, LLC | 0.01% | Reduce -0.6% | 49,878 | $1.0M |
| Cora Capital Advisors LLC | 0.43% | Reduce -2.5% | 43,356 | $888K |
| LPL Financial LLC | 0.00% | Add +7.4% | 41,792 | $856K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.8% | 39,701 | $813K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.5% | 30,712 | $629K |
| Avior Wealth Management, LLC | 0.02% | Add +4.2% | 27,767 | $569K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +31.7% | 25,162 | $516K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.0% | 19,797 | $406K |
| Wolf Group Capital Advisors | 0.12% | Add +17.2% | 17,111 | $351K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +21.4% | 17,488 | $349K |
| Opes Wealth Management LLC | 0.06% | Add +41.0% | 14,445 | $296K |
| Wells Fargo & Company | 0.00% | Add +8.4% | 14,035 | $288K |
| Consolidated Portfolio Review Corp | 0.04% | Reduce -1.0% | 12,693 | $260K |
| Osaic Holdings, Inc. | 0.00% | Reduce -53.9% | 11,664 | $239K |
| Cetera Investment Advisers | 0.00% | Reduce -4.4% | 10,861 | $223K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 9,981 | $205K |
| Matauro, LLC | 0.04% | No change | 9,897 | $203K |
| Jones Financial Companies LLLP | 0.00% | Add +96.6% | 7,937 | $167K |
| Principal Securities, Inc. | 0.00% | No change | 1,319 | $30K |
| Tidemark, LLC | 0.01% | Add +12.0% | 1,421 | $29K |
| Cwm, LLC | 0.00% | Reduce -6.8% | 1,361 | $28K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -9.1% | 1,000 | $20K |
| Bank of Montreal | 0.00% | No change | 780 | $16K |
| Pacific Center for Financial Services | 0.00% | Reduce -14.5% | 733 | $15K |
| Comerica Bank | 0.00% | New | 301 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 291 | $6K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 275 | $6K |
| Archer Investment Corp | 0.00% | No change | 248 | $5K |
| TD Capital Management LLC | 0.00% | No change | 237 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 163 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 150 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 135 | $3K |
| AE Wealth Management LLC | 0.00% | No change | 133 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 110 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 107 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 100 | $2K |
| 1 North Wealth Services LLC | 0.00% | New | 85 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 77 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 3 | $63 |
"% of holder's portfolio" is IDNA's weight in each manager's 13F, not the share of iShares Gen-Immunology HLTH the manager owns.