iShares Gen-Immunology HLTHIDNAETF
13F holders, Q4 2025 (December 31)58holders +7
12new positions
8sold out
1famous investor
$26.36avg. 13F price*
At the end of Q4 2025, 58 institutions reported holding iShares Gen-Immunology HLTH (IDNA) in their 13F filings, up 7 from Q3 2025. 12 opened new positions and 8 sold out. The largest holders were UBS Group AG ($12.7M), Bank of America Corp. ($9.1M) and Wharton Business Group, LLC ($7.2M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.2M |
| Exits | 8 | $1.1M |
All 13F filers, Q3 2025 → Q4 2025: 184,523 shares bought and 174,276 shares sold, net +10,247 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| UBS Group AG | 0.00% | Reduce -13.2% | 485,985 | $12.7M |
| Bank of America Corp. | 0.00% | Add +20.3% | 346,705 | $9.1M |
| Wharton Business Group, LLC | 0.27% | Reduce -4.4% | 273,147 | $7.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.2% | 140,424 | $3.7M |
| Portland Global Advisors LLC | 0.29% | Reduce 0.0% | 103,004 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Add +40.3% | 100,267 | $2.6M |
| LPL Financial LLC | 0.00% | Add +27.5% | 63,448 | $1.7M |
| Morgan Stanley | 0.00% | Add +13.0% | 62,518 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -14.4% | 60,855 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +2.4% | 52,452 | $1.4M |
| Flow Traders U.S. LLC | 0.04% | Add +49.4% | 41,395 | $1.1M |
| Clearwater Capital Advisors, LLC | 0.08% | Reduce -14.4% | 37,825 | $991K |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 31,691 | $748K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 27,855 | $730K |
| Avior Wealth Management, LLC | 0.02% | Reduce -8.2% | 26,154 | $685K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -2.0% | 24,012 | $629K |
| Wells Fargo & Company | 0.00% | Add +42.1% | 23,546 | $617K |
| Opal Capital LLC | 0.15% | — | 6,550 | $604K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.9% | 21,494 | $563K |
| Jones Financial Companies LLLP | 0.00% | Add +43.1% | 19,496 | $511K |
| Prudential PLC | 0.00% | Reduce -26.5% | 14,700 | $385K |
| Opes Wealth Management LLC | 0.06% | No change | 14,445 | $378K |
| Cetera Investment Advisers | 0.00% | Add +25.0% | 14,443 | $378K |
| Susquehanna International Group, LLP | 0.00% | New | 12,655 | $331K |
| Citadel Advisors | 0.00% | Reduce -52.6% | 11,490 | $301K |
| Envestnet Asset Management Inc. | 0.00% | New | 9,398 | $246K |
| MML Investors Services, LLC | 0.00% | New | 8,827 | $231K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.5% | 8,722 | $228K |
| Osaic Holdings, Inc. | 0.00% | Add +11.7% | 8,720 | $228K |
| Ally Invest Advisors Inc. | 0.01% | Reduce -13.0% | 8,311 | $218K |
| OneDigital Investment Advisors LLC | 0.00% | New | 7,835 | $205K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.3% | 3,412 | $89K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,963 | $78K |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.1% | 2,322 | $61K |
| Tidemark, LLC | 0.01% | Add +0.1% | 1,397 | $37K |
| Triumph Capital Management | 0.01% | New | 1,263 | $33K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $26K |
| Vision Retirement, LLC | 0.01% | — | 750 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 520 | $14K |
| Pacific Center for Financial Services | 0.00% | No change | 550 | $13K |
| Qube Research & Technologies Ltd | 0.00% | New | 330 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $8K |
| Comerica Bank | 0.00% | New | 294 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 291 | $8K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 275 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +42.8% | 257 | $7K |
| Archer Investment Corp | 0.00% | No change | 248 | $6K |
| CFG Wealth Management Services, Inc. | 0.00% | — | 200 | $5K |
| Parallel Advisors, LLC | 0.00% | New | 200 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.6% | 165 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 135 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 100 | $3K |
| 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% | Reduce -12.5% | 56 | $1K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 55 | $1K |
| Allworth Financial LP | 0.00% | New | 40 | $1K |
| AlphaCore Capital LLC | 0.00% | New | 1 | $20 |
"% of holder's portfolio" is IDNA's weight in each manager's 13F, not the share of iShares Gen-Immunology HLTH the manager owns.