iShares U.S. Healthcare ProvIHFETF
13F holders, Q2 2024 (June 30)202holders −9
11new positions
20sold out
1famous investor
$52.38avg. 13F price*
At the end of Q2 2024, 202 institutions reported holding iShares U.S. Healthcare Prov (IHF) in their 13F filings, down 9 from Q1 2024. 11 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($41.6M), Mercer Global Advisors Inc. ($41.1M) and Goldman Sachs Group Inc. ($21.9M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.7M |
| Exits | 20 | $12.4M |
All 13F filers, Q1 2024 → Q2 2024: 329,839 shares bought and 1,227,331 shares sold, net −897,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 202 holders
| Morgan Stanley | 0.00% | Reduce -3.4% | 792,670 | $41.6M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -0.1% | 784,914 | $41.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +59.6% | 418,301 | $21.9M |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 404,262 | $21.2M |
| Wharton Business Group, LLC | 0.91% | No change | 335,550 | $17.6M |
| LPL Financial LLC | 0.01% | Reduce -52.3% | 298,318 | $15.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.8% | 287,335 | $15.1M |
| Wells Fargo & Company | 0.00% | Reduce -6.3% | 213,915 | $11.2M |
| Royal Bank of Canada | 0.00% | Reduce -12.1% | 165,451 | $8.7M |
| UBS Group AG | 0.00% | Reduce -7.0% | 127,879 | $6.7M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +2.6% | 126,142 | $6.6M |
| Cetera Investment Advisers | 0.02% | Reduce -0.5% | 125,029 | $6.6M |
| Kingsview Wealth Management, LLC | 0.14% | Reduce -2.3% | 115,343 | $6.0M |
| New York State Common Retirement Fund | 0.01% | Add +13.4% | 114,791 | $6.0M |
| Wellington Management Group LLP | 0.00% | Add +13.4% | 114,791 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -34.9% | 104,161 | $5.5M |
| Martin & Co. Inc. | 1.14% | Reduce -0.1% | 86,629 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.8% | 80,763 | $4.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.8% | 80,316 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.6% | 76,085 | $4.0M |
| Mason & Associates Inc | 1.06% | Reduce -0.4% | 75,936 | $4.0M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -0.3% | 71,567 | $3.8M |
| Phoenix Financial Ltd. | 0.06% | Add +27.6% | 69,554 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.6% | 68,856 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 66,748 | $3.5M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -3.0% | 66,665 | $3.5M |
| Merit Financial Group, LLC | 0.07% | Reduce -0.7% | 63,845 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -59.6% | 62,262 | $3.3M |
| Leuthold Group, LLC | 0.34% | Add +0.9% | 56,942 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 39,270 | $2.1M |
| Hills Bank & Trust Co | 0.15% | Reduce -1.9% | 36,454 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +210.2% | 34,660 | $1.8M |
| Dumont & Blake Investment Advisors LLC | 0.24% | Add +98.4% | 32,533 | $1.7M |
| Sowell Financial Services LLC | 0.08% | Reduce -1.6% | 30,642 | $1.6M |
| 49 Wealth Management, LLC | 0.30% | Reduce -84.2% | 29,675 | $1.5M |
| Creative Planning | 0.00% | Reduce -0.4% | 29,196 | $1.5M |
| Trust Co. of Toledo NA | 0.20% | Add +6.5% | 25,946 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +26.7% | 25,199 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.5% | 25,040 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.1% | 23,682 | $1.2M |
| Condor Capital Management | 0.12% | Reduce -50.8% | 22,991 | $1.2M |
| Caprock Group, LLC | 0.05% | No change | 22,300 | $1.2M |
| Glenview Trust Co | 0.02% | Reduce -78.4% | 22,135 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.3% | 20,907 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -11.2% | 20,841 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -0.6% | 19,275 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Reduce -1.2% | 18,555 | $973K |
| Raymond James & Associates | 0.00% | Add +0.2% | 17,252 | $904K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -0.2% | 17,139 | $882K |
| Mariner, LLC | 0.00% | Reduce -37.6% | 16,738 | $877K |
| Carl P. Sherr & Co., LLC | 0.47% | No change | 15,955 | $836K |
| Cresset Asset Management, LLC | 0.00% | Add +77.2% | 15,855 | $831K |
| Certified Advisory Corp | 0.10% | Reduce -8.4% | 15,159 | $795K |
| Scotia Capital Inc. | 0.00% | Reduce -11.2% | 14,655 | $768K |
| GTS Securities LLC | 0.02% | Add +100.2% | 14,391 | $754K |
| FMR LLC | 0.00% | Add +11.7% | 13,852 | $726K |
| Kestra Advisory Services, LLC | 0.00% | Add +24.8% | 19,469 | $712K |
| Private Advisor Group, LLC | 0.00% | Add +42.8% | 13,355 | $700K |
| Jones Financial Companies LLLP | 0.00% | Add +103.8% | 12,646 | $663K |
| SpiderRock Advisors, LLC | 0.02% | No change | 12,370 | $648K |
| Evanson Asset Management, LLC | 0.05% | Add +0.0% | 12,130 | $636K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -22.3% | 12,063 | $632K |
| Garrison Point Advisors, LLC | 0.41% | No change | 11,710 | $614K |
| Bank of Montreal | 0.00% | Reduce -3.2% | 11,490 | $606K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.0% | 11,195 | $587K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.6% | 11,166 | $585K |
| Drive Wealth Management, LLC | 0.16% | No change | 11,026 | $578K |
| Ieq Capital, LLC | 0.01% | No change | 10,545 | $553K |
| Stifel Financial Corp. | 0.00% | Add +3.2% | 10,370 | $544K |
| Advisory Services Network, LLC | 0.01% | Add +7.3% | 10,267 | $538K |
| Iowa State Bank | 0.12% | No change | 10,000 | $524K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 9,650 | $506K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +87.6% | 9,510 | $499K |
| Principal Securities, Inc. | 0.01% | Add +1.9% | 9,337 | $489K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -20.4% | 9,219 | $483K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -0.6% | 9,090 | $476K |
| Arkadios Wealth Advisors | 0.03% | Add +28.3% | 8,649 | $453K |
| Harbour Investments, Inc. | 0.01% | Add +10.7% | 8,204 | $430K |
| Meridian Financial Advisors, LLC | 0.31% | No change | 8,140 | $427K |
| Bensler, LLC | 0.06% | No change | 8,060 | $423K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 8,050 | $422K |
| First Foundation Advisors | 0.02% | No change | 7,850 | $411K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -6.6% | 7,820 | $410K |
| Thrive Capital Management, LLC | 0.19% | New | 7,779 | $408K |
| PFG Investments, LLC | 0.03% | Reduce -7.5% | 7,695 | $403K |
| Corient Private Wealth LP | 0.00% | New | 7,477 | $392K |
| KWB Wealth | 0.05% | No change | 7,170 | $391K |
| KCM Investment Advisors LLC | 0.01% | Add +0.0% | 7,440 | $390K |
| Haverford Trust Co | 0.00% | No change | 7,365 | $386K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.0% | 7,114 | $373K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -10.9% | 7,102 | $372K |
| Sebold Capital Management, Inc. | 0.25% | No change | 7,030 | $369K |
| Citadel Advisors | 0.00% | Reduce -55.7% | 6,971 | $365K |
| Equitable Holdings, Inc. | 0.00% | Reduce -14.8% | 6,781 | $355K |
| WealthBridge Capital Management, LLC | 0.12% | No change | 6,778 | $355K |
| Terra Nova Asset Management LLC | 0.28% | Reduce -74.2% | 6,688 | $351K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 6,490 | $340K |
| Kraft, Davis & Associates, LLC | 0.10% | No change | 6,020 | $340K |
| Lanark Financial, Inc. | 0.03% | Reduce -2.9% | 6,414 | $336K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 6,242 | $327K |
"% 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.