iShares U.S. Healthcare ProvIHFETF

13F holders, Q3 2024 (September 30)
203holders +1
18new positions
18sold out
1famous investor
$56.97avg. 13F price*

At the end of Q3 2024, 203 institutions reported holding iShares U.S. Healthcare Prov (IHF) in their 13F filings, up 1 from Q2 2024. 18 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($44.1M), Mercer Global Advisors Inc. ($42.1M) and Bank of America Corp. ($23.8M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions18$8.2M
Exits18$18.7M

All 13F filers, Q2 2024 → Q3 2024: 335,665 shares bought and 820,986 shares sold, net −485,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 203 holders

Morgan Stanley 0.00% Reduce -2.5% 772,447 $44.1M
Mercer Global Advisors Inc. 0.10% Reduce -4.5% 749,262 $42.1M
Bank of America Corp. 0.00% Add +3.2% 417,338 $23.8M
Wharton Business Group, LLC 0.86% No change 335,550 $19.2M
LPL Financial LLC 0.01% Reduce -4.2% 285,782 $16.3M
Envestnet Asset Management Inc. 0.00% Reduce -16.4% 240,142 $13.7M
Goldman Sachs Group Inc. 0.00% Reduce -42.9% 238,967 $13.6M
Wells Fargo & Company 0.00% Reduce -5.2% 202,796 $11.6M
UBS Group AG 0.00% Add +10.9% 141,841 $8.1M
Royal Bank of Canada 0.00% Reduce -20.0% 132,364 $7.6M
Federation des caisses Desjardins du Quebec 0.04% Add +2.7% 129,582 $7.4M
Cetera Investment Advisers 0.02% Reduce -2.3% 122,221 $7.0M
Kingsview Wealth Management, LLC 0.14% Add +1.4% 116,973 $6.7M
Ameriprise Financial Inc. 0.00% Reduce -1.7% 102,405 $5.8M
Martin & Co. Inc. 1.16% Reduce -0.5% 86,222 $4.9M
Commonwealth Equity Services, LLC 0.01% Reduce -1.4% 79,636 $4.5M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -0.9% 79,613 $4.5M
Two Sigma Investments, LP 0.01% Add +1129.9% 75,022 $4.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.7% 72,084 $4.1M
HighTower Advisors, LLC 0.01% Reduce -5.9% 71,607 $4.1M
Avantax Advisory Services, Inc. 0.03% Reduce -0.9% 70,948 $4.1M
Leuthold Group, LLC 0.45% Add +23.7% 70,448 $4.0M
Phoenix Financial Ltd. 0.06% Reduce -0.3% 69,362 $4.0M
Merit Financial Group, LLC 0.08% Add +1.2% 64,623 $3.7M
Peapack Gladstone Financial Corp. 0.05% Reduce -3.2% 64,538 $3.7M
JPMorgan Chase & Co. 0.00% Reduce -5.0% 63,426 $3.6M
Osaic Holdings, Inc. 0.01% Reduce -0.4% 61,988 $3.5M
BNP Paribas Financial Markets 0.00% New 50,000 $2.9M
Mason & Associates Inc 0.69% Reduce -36.0% 48,578 $2.8M
Truist Financial Corp. 0.00% Add +2.9% 40,424 $2.3M
Hills Bank & Trust Co 0.15% Reduce -5.0% 34,624 $2.0M
Creative Planning 0.00% Add +9.2% 31,867 $1.8M
Sowell Financial Services LLC 0.08% Reduce -0.2% 30,567 $1.7M
Trust Co. of Toledo NA 0.20% No change 25,946 $1.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -3.1% 24,252 $1.4M
49 Wealth Management, LLC 0.22% Reduce -21.2% 23,374 $1.3M
Citadel Advisors 0.00% Add +234.2% 23,298 $1.3M
Janney Montgomery Scott LLC 0.00% Reduce -3.4% 22,880 $1.3M
MML Investors Services, LLC 0.00% Add +3.6% 21,588 $1.2M
Caprock Group, LLC 0.04% Reduce -3.8% 21,450 $1.2M
Susquehanna International Group, LLP 0.00% Add +244.1% 21,444 $1.2M
Glenview Trust Co 0.02% Reduce -5.9% 20,835 $1.2M
Raymond James & Associates 0.00% Add +11.4% 19,222 $1.1M
MAI Capital Management 0.01% Reduce -3.7% 18,562 $1.1M
Jones Financial Companies LLLP 0.00% Add +46.5% 18,524 $1.1M
Koshinski Asset Management, Inc. 0.08% Reduce -0.7% 17,021 $972K
Wedbush Securities Inc. 0.04% Reduce -9.8% 16,730 $955K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -21.2% 16,468 $940K
Mariner, LLC 0.00% Reduce -2.1% 16,379 $935K
Dumont & Blake Investment Advisors LLC 0.25% Reduce -50.3% 16,181 $924K
Qube Research & Technologies Ltd 0.00% New 15,633 $893K
Level Four Advisory Services, LLC 0.04% Add +182.0% 17,148 $892K
Carl P. Sherr & Co., LLC 0.45% Reduce -5.5% 15,080 $861K
Certified Advisory Corp 0.09% Reduce -2.7% 14,749 $842K
Scotia Capital Inc. 0.00% Reduce -1.3% 14,461 $826K
Kestra Advisory Services, LLC 0.00% Reduce -27.3% 14,150 $808K
FMR LLC 0.00% Reduce -0.5% 13,779 $787K
Cresset Asset Management, LLC 0.00% Reduce -17.3% 13,120 $749K
Two Sigma Advisers, LP 0.00% New 12,700 $725K
Corient Private Wealth LP 0.00% Add +67.9% 12,556 $717K
Evanson Asset Management, LLC 0.05% Add +0.2% 12,154 $694K
Garrison Point Advisors, LLC 0.41% No change 11,710 $669K
Bank of Montreal 0.00% No change 11,490 $654K
First Heartland Consultants, Inc. 0.07% Reduce -5.6% 11,391 $651K
Drive Wealth Management, LLC 0.16% No change 11,026 $630K
Stifel Financial Corp. 0.00% Add +6.1% 11,007 $629K
NewEdge Advisors, LLC 0.00% Reduce -2.5% 10,883 $622K
Ieq Capital, LLC 0.01% No change 10,545 $602K
GTS Securities LLC 0.01% Reduce -26.9% 10,518 $601K
First National Corp. /Ma/ 0.13% Add +144.8% 10,441 $596K
Farther Finance Advisors, LLC 0.02% New 10,330 $590K
Iowa State Bank 0.12% No change 10,000 $571K
Steward Partners Investment Advisory, LLC 0.01% Reduce -10.9% 9,977 $570K
Principal Securities, Inc. 0.01% Add +4.6% 9,769 $558K
Advisory Services Network, LLC 0.01% No change 10,267 $538K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -3.8% 9,285 $530K
PFG Investments, LLC 0.03% Add +19.1% 9,163 $523K
First Horizon Advisors, Inc. 0.01% No change 9,090 $519K
Thrivent Financial for Lutherans 0.00% Reduce -2.8% 8,963 $512K
Tritonpoint Wealth, LLC 0.04% No change 8,050 $458K
Meridian Financial Advisors, LLC 0.30% Reduce -2.5% 7,940 $453K
First Foundation Advisors 0.02% No change 7,850 $448K
HBK Sorce Advisory LLC 0.01% Reduce -1.7% 7,689 $439K
Thrive Capital Management, LLC 0.21% Reduce -1.3% 7,682 $439K
Haverford Trust Co 0.00% No change 7,365 $421K
Perigon Wealth Management, LLC 0.01% Add +2.9% 7,305 $417K
Sebold Capital Management, Inc. 0.26% No change 7,030 $401K
KCM Investment Advisors LLC 0.01% Reduce -7.5% 6,883 $393K
Sunbelt Securities, Inc. 0.04% Reduce -5.7% 6,708 $383K
Good Life Advisors, LLC 0.02% New 6,700 $383K
Equitable Holdings, Inc. 0.00% Reduce -1.4% 6,684 $382K
Private Advisor Group, LLC 0.00% Reduce -51.0% 6,538 $373K
Valeo Financial Advisors, LLC 0.01% No change 6,490 $371K
WealthBridge Capital Management, LLC 0.10% Reduce -5.9% 6,378 $364K
Bensler, LLC 0.05% Reduce -21.7% 6,310 $360K
Lanark Financial, Inc. 0.03% Reduce -6.7% 5,983 $341K
Cerity Partners LLC 0.00% Add +26.8% 5,960 $340K
Harbour Investments, Inc. 0.01% Reduce -27.6% 5,942 $339K
Arkadios Wealth Advisors 0.02% Reduce -33.2% 5,781 $330K
Terra Nova Asset Management LLC 0.24% Reduce -14.6% 5,713 $326K

"% 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 203 holders