iShares Gen-Immunology HLTHIDNAETF
13F holders, Q3 2025 (September 30)51holders +4
9new positions
5sold out
1famous investor
$23.73avg. 13F price*
At the end of Q3 2025, 51 institutions reported holding iShares Gen-Immunology HLTH (IDNA) in their 13F filings, up 4 from Q2 2025. 9 opened new positions and 5 sold out. The largest holders were UBS Group AG ($13.2M), Bank of America Corp. ($6.8M) and Wharton Business Group, LLC ($6.7M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.9M |
| Exits | 5 | $1.7M |
All 13F filers, Q2 2025 → Q3 2025: 137,016 shares bought and 218,313 shares sold, net −81,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| UBS Group AG | 0.00% | Add +1.4% | 559,840 | $13.2M |
| Bank of America Corp. | 0.00% | Add +6.7% | 288,167 | $6.8M |
| Wharton Business Group, LLC | 0.29% | Reduce -1.7% | 285,777 | $6.7M |
| Raymond James Financial Inc. | 0.00% | Add +9.3% | 148,107 | $3.5M |
| Portland Global Advisors LLC | 0.27% | Add +0.7% | 103,007 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +8.4% | 71,473 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -4.1% | 71,084 | $1.7M |
| Morgan Stanley | 0.00% | Reduce -58.0% | 55,317 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +16.2% | 51,220 | $1.2M |
| LPL Financial LLC | 0.00% | Add +6.9% | 49,757 | $1.2M |
| Clearwater Capital Advisors, LLC | 0.09% | Reduce -34.2% | 44,180 | $1.0M |
| Lido Advisors, LLC | 0.00% | Reduce -7.0% | 31,666 | $748K |
| Avior Wealth Management, LLC | 0.02% | Add +1.7% | 28,475 | $672K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.7% | 28,191 | $666K |
| Flow Traders U.S. LLC | 0.03% | Reduce -39.0% | 27,716 | $655K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.4% | 24,964 | $590K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +10.0% | 24,514 | $579K |
| Citadel Advisors | 0.00% | New | 24,249 | $573K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -21.2% | 23,427 | $553K |
| Prudential PLC | 0.00% | New | 20,000 | $472K |
| Wells Fargo & Company | 0.00% | Add +11.0% | 16,572 | $391K |
| Opes Wealth Management LLC | 0.06% | No change | 14,445 | $341K |
| Jones Financial Companies LLLP | 0.00% | Add +56.0% | 13,626 | $310K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 1,747 | $292K |
| Cetera Investment Advisers | 0.00% | Add +1.2% | 11,551 | $273K |
| Matauro, LLC | 0.04% | Add +11.0% | 11,067 | $261K |
| Ally Invest Advisors Inc. | 0.02% | New | 9,555 | $226K |
| First Heartland Consultants, Inc. | 0.02% | New | 8,678 | $205K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.3% | 7,806 | $182K |
| Founders Financial Alliance, LLC | 0.02% | New | 3,400 | $80K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,071 | $49K |
| Tidemark, LLC | 0.01% | Add +3.6% | 1,395 | $33K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -9.1% | 1,000 | $24K |
| Bank of Montreal | 0.00% | No change | 780 | $18K |
| Pacific Center for Financial Services | 0.00% | No change | 550 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $7K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 275 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 291 | $7K |
| Archer Investment Corp | 0.00% | No change | 248 | $6K |
| Arax Advisory Partners | 0.00% | No change | 205 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -1.6% | 184 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +68.2% | 180 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 164 | $4K |
| AE Wealth Management LLC | 0.00% | Add +11.3% | 148 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 135 | $3K |
| 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% | No change | 78 | $2K |
| Rossby Financial, LCC | 0.00% | New | 64 | $2K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -50.0% | 55 | $1K |
| Wealthspire Advisors, LLC | 0.00% | New | 23 | $534 |
"% of holder's portfolio" is IDNA's weight in each manager's 13F, not the share of iShares Gen-Immunology HLTH the manager owns.