iShares Gen-Immunology HLTHIDNAETF
13F holders, Q1 2026 (March 31)60holders +2
9new positions
6sold out
$29.04avg. 13F price*
At the end of Q1 2026, 60 institutions reported holding iShares Gen-Immunology HLTH (IDNA) in their 13F filings, up 2 from Q4 2025. 9 opened new positions and 6 sold out. The largest holders were UBS Group AG ($14.1M), Bank of America Corp. ($13.3M) and Wharton Business Group, LLC ($7.8M).
- Company
- iShares Gen-Immunology HLTH
- CUSIP
- 46435U192
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.1M |
| Exits | 6 | $3.8M |
All 13F filers, Q4 2025 → Q1 2026: 255,207 shares bought and 213,371 shares sold, net +41,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| UBS Group AG | 0.00% | Add +0.2% | 486,772 | $14.1M |
| Bank of America Corp. | 0.00% | Add +32.3% | 458,697 | $13.3M |
| Wharton Business Group, LLC | 0.30% | Reduce -1.2% | 269,987 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Add +14.0% | 114,331 | $3.3M |
| Portland Global Advisors LLC | 0.32% | Add +1.1% | 104,133 | $3.0M |
| Morgan Stanley | 0.00% | Add +50.7% | 94,211 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -45.4% | 76,610 | $2.2M |
| LPL Financial LLC | 0.00% | Add +14.3% | 72,542 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -14.8% | 51,853 | $1.5M |
| Clearwater Capital Advisors, LLC | 0.09% | Reduce -4.0% | 36,296 | $1.1M |
| Lido Advisors, LLC | 0.00% | Add +4.4% | 33,099 | $962K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 27,668 | $804K |
| Avior Wealth Management, LLC | 0.02% | No change | 26,154 | $760K |
| Wells Fargo & Company | 0.00% | Add +5.6% | 24,859 | $722K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 23,593 | $685K |
| GTS Securities LLC | 0.02% | New | 23,301 | $677K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.0% | 23,010 | $668K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -11.7% | 21,208 | $616K |
| Jones Financial Companies LLLP | 0.00% | Add +5.7% | 20,616 | $576K |
| Prudential PLC | 0.00% | Add +9.5% | 16,100 | $468K |
| Cetera Investment Advisers | 0.00% | Add +6.1% | 15,321 | $445K |
| Envestnet Asset Management Inc. | 0.00% | Add +31.9% | 12,391 | $360K |
| Osaic Holdings, Inc. | 0.00% | Add +28.0% | 11,158 | $324K |
| Opes Wealth Management LLC | 0.05% | Reduce -24.2% | 10,945 | $318K |
| MML Investors Services, LLC | 0.00% | Add +9.2% | 9,638 | $280K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -6.0% | 8,196 | $238K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 7,835 | $228K |
| Banco Santander, S.A. | 0.00% | New | 7,560 | $220K |
| Matauro, LLC | 0.03% | New | 7,417 | $215K |
| Ally Invest Advisors Inc. | 0.01% | Reduce -11.3% | 7,376 | $214K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,182 | $209K |
| Rockefeller Capital Management L.P. | 0.00% | Add +50.3% | 3,490 | $101K |
| Founders Financial Alliance, LLC | 0.02% | No change | 3,412 | $99K |
| Fifth Third Bancorp | 0.00% | New | 1,413 | $41K |
| Tidemark, LLC | 0.01% | Reduce -0.6% | 1,389 | $40K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $29K |
| Triumph Capital Management | 0.01% | Reduce -27.4% | 917 | $27K |
| Vision Retirement, LLC | 0.01% | No change | 750 | $22K |
| Pacific Center for Financial Services | 0.00% | Add +0.6% | 553 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | Add +450.0% | 550 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.9% | 500 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $9K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.6% | 295 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 291 | $8K |
| National Bank of Canada | 0.00% | New | 286 | $8K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 275 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 257 | $8K |
| Archer Investment Corp | 0.00% | No change | 248 | $7K |
| CFG Wealth Management Services, Inc. | 0.01% | No change | 200 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 200 | $6K |
| FMR LLC | 0.00% | New | 180 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 165 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 135 | $4K |
| 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% | Add +7.1% | 60 | $2K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 55 | $2K |
| Allworth Financial LP | 0.00% | No change | 40 | $1K |
| Larson Financial Group LLC | 0.00% | New | 14 | $416 |
| AlphaCore Capital LLC | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is IDNA's weight in each manager's 13F, not the share of iShares Gen-Immunology HLTH the manager owns.