iShares Gen-Immunology HLTHIDNAETF
13F holders, Q2 2025 (June 30)47holders −1
6new positions
7sold out
$20.51avg. 13F price*
At the end of Q2 2025, 47 institutions reported holding iShares Gen-Immunology HLTH (IDNA) in their 13F filings, down 1 from Q1 2025. 6 opened new positions and 7 sold out. The largest holders were UBS Group AG ($11.3M), Wharton Business Group, LLC ($6.0M) and Bank of America Corp. ($5.5M).
- Company
- iShares Gen-Immunology HLTH
- CUSIP
- 46435U192
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.9M |
| Exits | 7 | $507K |
All 13F filers, Q1 2025 → Q2 2025: 278,915 shares bought and 278,145 shares sold, net +770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| UBS Group AG | 0.00% | Add +9.6% | 552,343 | $11.3M |
| Wharton Business Group, LLC | 0.25% | Add +1.8% | 290,727 | $6.0M |
| Bank of America Corp. | 0.00% | Reduce -1.8% | 270,121 | $5.5M |
| Raymond James Financial Inc. | 0.00% | Add +8.2% | 135,555 | $2.8M |
| Morgan Stanley | 0.00% | Reduce -60.9% | 131,645 | $2.7M |
| Portland Global Advisors LLC | 0.25% | New | 102,323 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 74,101 | $1.5M |
| Clearwater Capital Advisors, LLC | 0.13% | Reduce -21.6% | 67,128 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 65,933 | $1.4M |
| LPL Financial LLC | 0.00% | Add +11.3% | 46,533 | $954K |
| Flow Traders U.S. LLC | 0.03% | New | 45,404 | $931K |
| Jane Street Group, LLC | 0.00% | New | 44,071 | $904K |
| Susquehanna International Group, LLP | 0.00% | Add +4.5% | 41,505 | $851K |
| Cora Capital Advisors LLC | 0.36% | Reduce -10.1% | 38,960 | $799K |
| Lido Advisors, LLC | 0.00% | Reduce -31.7% | 34,055 | $698K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 31,202 | $640K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +18.1% | 29,714 | $609K |
| Avior Wealth Management, LLC | 0.02% | Add +0.8% | 27,999 | $574K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.3% | 23,030 | $472K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +27.4% | 22,286 | $457K |
| Wells Fargo & Company | 0.00% | Add +6.4% | 14,934 | $306K |
| Opes Wealth Management LLC | 0.05% | No change | 14,445 | $296K |
| Cetera Investment Advisers | 0.00% | Add +5.1% | 11,415 | $234K |
| Matauro, LLC | 0.04% | Add +0.7% | 9,970 | $204K |
| Jones Financial Companies LLLP | 0.00% | Add +10.0% | 8,734 | $179K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.2% | 8,607 | $177K |
| Tidemark, LLC | 0.01% | Reduce -5.2% | 1,347 | $28K |
| Sunbelt Securities, Inc. | 0.00% | Add +10.0% | 1,100 | $25K |
| Bank of Montreal | 0.00% | No change | 780 | $16K |
| Pacific Center for Financial Services | 0.00% | Reduce -25.0% | 550 | $11K |
| 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 | 0.00% | No change | 275 | $6K |
| Archer Investment Corp | 0.00% | No change | 248 | $5K |
| Arax Advisory Partners | 0.00% | New | 205 | $4K |
| Simplex Trading, LLC | 0.00% | New | 241 | $4K |
| Principal Securities, Inc. | 0.00% | Reduce -85.8% | 187 | $4K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.6% | 164 | $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% | No change | 107 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 100 | $2K |
| 1 North Wealth Services LLC | 0.00% | No change | 85 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.3% | 78 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | New | 20 | $410 |
| Evolution Wealth Management Inc. | 0.00% | — | 10 | $205 |
"% of holder's portfolio" is IDNA's weight in each manager's 13F, not the share of iShares Gen-Immunology HLTH the manager owns.