iShares U.S. Healthcare ProvIHFETF

13F holders, Q1 2024 (March 31)
211holders
1famous investor
$54.72avg. 13F price*

At the end of Q1 2024, 211 institutions reported holding iShares U.S. Healthcare Prov (IHF) in their 13F filings. The largest holders were Morgan Stanley ($44.7M), Mercer Global Advisors Inc. ($42.9M) and LPL Financial LLC ($34.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares U.S. Healthcare Prov
CUSIP
464288828
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 211Q1 2024Q2 2024: 202Q2 2024Q3 2024: 203Q3 2024Q4 2024: 198Q4 2024Q1 2025: 192Q1 2025Q2 2025: 199Q2 2025Q3 2025: 193Q3 2025Q4 2025: 198Q4 2025Q1 2026: 195Q1 2026Q2 2026: 217Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions16$18.5M
Exits23$22.9M

Ownership 211 holders

Morgan Stanley 0.00% Reduce -2.0% 820,326 $44.7M
Mercer Global Advisors Inc. 0.12% Add +1.1% 785,285 $42.9M
LPL Financial LLC 0.02% Reduce -5.3% 625,625 $34.1M
Bank of America Corp. 0.00% Reduce -27.8% 416,752 $22.7M
Wharton Business Group, LLC 0.88% No change 335,550 $18.3M
Envestnet Asset Management Inc. 0.01% Add +4.8% 289,580 $15.8M
Goldman Sachs Group Inc. 0.00% Reduce -56.9% 262,078 $14.3M
Wells Fargo & Company 0.00% Reduce -26.4% 228,372 $12.5M
Royal Bank of Canada 0.00% Add +4.3% 188,237 $10.3M
49 Wealth Management, LLC 2.18% Add +9.1% 187,684 $10.2M
Ameriprise Financial Inc. 0.00% Reduce -1.2% 160,105 $8.7M
Osaic Holdings, Inc. 0.02% Reduce -0.3% 154,308 $8.4M
UBS Group AG 0.00% Reduce -56.4% 137,481 $7.5M
Meritage Portfolio Management 0.44% New 126,958 $6.9M
Cetera Investment Advisers 0.02% Add +373.9% 125,597 $6.9M
Federation des caisses Desjardins du Quebec 0.05% Reduce -3.9% 122,946 $6.7M
Kingsview Wealth Management, LLC 0.16% Add +457.2% 118,042 $6.4M
Glenview Trust Co 0.12% New 102,295 $5.6M
New York State Common Retirement Fund 0.01% Reduce -3.1% 101,202 $5.5M
Wellington Management Group LLP 0.00% Reduce -3.1% 101,202 $5.5M
Martin & Co. Inc. 1.16% Reduce -3.7% 86,731 $4.7M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -0.7% 82,591 $4.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.7% 81,591 $4.5M
Commonwealth Equity Services, LLC 0.01% Reduce -2.1% 81,432 $4.4M
HighTower Advisors, LLC 0.01% Add +0.4% 79,775 $4.4M
Mason & Associates Inc 1.11% Add +6.5% 76,227 $4.2M
Avantax Advisory Services, Inc. 0.03% Add +7.0% 71,772 $3.9M
Peapack Gladstone Financial Corp. 0.06% Reduce -3.1% 68,765 $3.8M
JPMorgan Chase & Co. 0.00% Reduce -6.3% 64,962 $3.5M
Merit Financial Group, LLC 0.08% Add +417.4% 64,283 $3.3M
Leuthold Group, LLC 0.35% Add +5.5% 56,445 $3.1M
Phoenix Financial Ltd. 0.04% Reduce -20.2% 54,519 $3.0M
Condor Capital Management 0.25% Reduce -1.0% 46,754 $2.6M
Susquehanna International Group, LLP 0.00% Reduce -81.4% 39,597 $2.2M
Truist Financial Corp. 0.00% Add +1.3% 39,248 $2.1M
Hills Bank & Trust Co 0.17% Reduce -2.1% 37,140 $2.0M
Sowell Financial Services LLC 0.08% New 31,141 $1.7M
Creative Planning 0.00% Add +0.4% 29,307 $1.6M
Two Sigma Investments, LP 0.00% Add +53.9% 28,900 $1.6M
Mariner, LLC 0.00% Reduce -50.2% 26,807 $1.5M
Terra Nova Asset Management LLC 1.13% Add +2.0% 25,925 $1.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -2.4% 25,172 $1.4M
First National Corp. /Ma/ 0.34% Reduce -80.0% 5,215 $1.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -24.9% 24,694 $1.3M
Trust Co. of Toledo NA 0.21% Add +3.9% 24,365 $1.3M
Janney Montgomery Scott LLC 0.00% Add +1.7% 23,937 $1.3M
MML Investors Services, LLC 0.01% Add +5.9% 23,474 $1.3M
Two Sigma Advisers, LP 0.00% Add +366.0% 23,300 $1.3M
Caprock Group, LLC 0.07% No change 22,300 $1.2M
Oppenheimer & Co. Inc. 0.02% New 19,887 $1.1M
MAI Capital Management 0.01% Add +4.1% 19,395 $1.1M
Wedbush Securities Inc. 0.04% Reduce -39.2% 18,781 $1.0M
Raymond James & Associates 0.00% Add +4.0% 17,225 $939K
Koshinski Asset Management, Inc. 0.10% Reduce -42.0% 17,175 $937K
Certified Advisory Corp 0.13% Reduce -4.4% 16,552 $903K
Scotia Capital Inc. 0.01% Reduce -1.6% 16,495 $900K
Dumont & Blake Investment Advisors LLC 0.26% Reduce -1.4% 16,401 $895K
Financial Freedom, LLC 0.52% Reduce -13.2% 16,109 $879K
Carl P. Sherr & Co., LLC 0.49% No change 15,955 $870K
Citadel Advisors 0.00% Reduce -42.9% 15,737 $858K
Kestra Advisory Services, LLC 0.01% Add +9.9% 15,598 $851K
First Heartland Consultants, Inc. 0.09% Reduce -22.7% 15,521 $847K
NewEdge Advisors, LLC 0.01% Reduce -9.2% 14,621 $797K
Eagle Strategies LLC 0.16% New 13,233 $722K
FMR LLC 0.00% Add +6.6% 12,406 $677K
SpiderRock Advisors, LLC 0.02% — 12,370 $663K
Evanson Asset Management, LLC 0.05% Add +0.1% 12,125 $661K
Bank of Montreal 0.00% Reduce -0.7% 11,875 $649K
Garrison Point Advisors, LLC 0.41% No change 11,710 $639K
Thrivent Financial for Lutherans 0.00% Add +15.0% 11,578 $631K
Steward Partners Investment Advisory, LLC 0.01% Reduce -5.5% 11,419 $623K
Jane Street Group, LLC 0.00% New 11,173 $609K
Global Financial Private Client, LLC 0.26% Add +8.2% 11,111 $602K
Drive Wealth Management, LLC 0.17% No change 11,026 $601K
Ieq Capital, LLC 0.01% No change 10,545 $575K
Tritonpoint Wealth, LLC 0.06% Reduce -31.4% 8,050 $551K
Stifel Financial Corp. 0.00% Reduce -11.3% 10,050 $548K
Iowa State Bank 0.12% No change 10,000 $545K
U.S. Capital Wealth Advisors, LLC 0.02% No change 9,650 $526K
Advisory Services Network, LLC 0.01% No change 9,566 $522K
Private Advisor Group, LLC 0.00% Reduce -7.5% 9,350 $510K
Principal Securities, Inc. 0.02% Add +7.5% 9,160 $500K
First Horizon Advisors, Inc. 0.02% Add +0.6% 9,146 $499K
Cresset Asset Management, LLC 0.00% Add +79.9% 8,950 $488K
HBK Sorce Advisory LLC 0.02% Reduce -27.9% 8,376 $457K
PFG Investments, LLC 0.03% Add +35.5% 8,314 $453K
Meridian Financial Advisors, LLC 0.33% No change 8,140 $444K
Bensler, LLC 0.06% No change 8,060 $440K
Integrated Wealth Concepts LLC 0.01% Add +8.7% 8,030 $438K
Perigon Wealth Management, LLC 0.01% Add +1.1% 7,972 $435K
Equitable Holdings, Inc. 0.00% Reduce -34.4% 7,963 $434K
First Foundation Advisors 0.02% No change 7,850 $428K
Nations Financial Group Inc, /Ia/ 0.03% Add +1.7% 7,537 $411K
KCM Investment Advisors LLC 0.02% Add +0.2% 7,437 $406K
Harbour Investments, Inc. 0.01% Add +329.6% 7,410 $404K
Haverford Trust Co 0.00% No change 7,365 $402K
Baird Financial Group, Inc. 0.00% Reduce -9.9% 7,240 $395K
GTS Securities LLC 0.01% No change 7,190 $392K
KWB Wealth 0.05% New 7,170 $391K
Sunbelt Securities, Inc. 0.04% No change 7,113 $388K

"% of holder's portfolio" is IHF's weight in each manager's 13F, not the share of iShares U.S. Healthcare Prov the manager owns.

Show all 211 holders