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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $8.2M |
| Exits | 18 | $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 |
| Sigma Planning Corp | 0.01% | New | 5,674 | $324K |
| Dakota Wealth Management | 0.01% | No change | 5,625 | $321K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 5,530 | $316K |
| Kraft, Davis & Associates, LLC | 0.09% | No change | 6,020 | $315K |
| Primoris Wealth Advisors, LLC | 0.23% | No change | 5,500 | $314K |
| Commerce Bank | 0.00% | Add +4.9% | 5,380 | $307K |
| Prospera Financial Services Inc | 0.01% | New | 5,321 | $304K |
| Signet Financial Management, LLC | 0.04% | Reduce -1.6% | 5,058 | $289K |
| Brown Advisory Inc. | 0.00% | No change | 4,960 | $283K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.2% | 4,940 | $282K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -48.1% | 4,938 | $282K |
| Cwm, LLC | 0.00% | Reduce -1.6% | 4,881 | $279K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 4,878 | $279K |
| Stephens Inc. | 0.00% | No change | 4,775 | $273K |
| Centaurus Financial, Inc. | 0.02% | New | 4,660 | $266K |
| Financial Freedom, LLC | 0.14% | Reduce -7.5% | 4,600 | $263K |
| Weaver Capital Management LLC | 0.08% | Reduce -1.1% | 4,530 | $259K |
| Future Financial Wealth Managment LLC | 0.18% | No change | 4,500 | $257K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 4,500 | $257K |
| Joseph P. Lucia & Associates, LLC | 0.12% | No change | 4,445 | $254K |
| Aviance Capital Partners, LLC | 0.03% | No change | 4,250 | $243K |
| Citizens & Northern Corp. | 0.07% | New | 4,175 | $238K |
| HRT Financial LP | 0.00% | New | 4,089 | $233K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 4,075 | $233K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 4,070 | $232K |
| Callan Capital, LLC | 0.02% | Reduce -2.2% | 4,028 | $230K |
| V2 Financial group LLC | 0.15% | No change | 4,000 | $228K |
| Manchester Capital Management LLC | 0.03% | No change | 4,000 | $228K |
| EP Wealth Advisors, LLC | 0.00% | No change | 3,865 | $221K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -8.4% | 3,790 | $216K |
| TLWM | 0.04% | New | 3,780 | $216K |
| Neuberger Berman Group LLC | 0.00% | New | 3,550 | $203K |
| Kraematon Investment Advisors, Inc. | 0.20% | New | 3,534 | $202K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,530 | $202K |
| Bokf, NA | 0.00% | New | 3,595 | $199K |
| Townsend Asset Management Corp. /NC/ | 0.07% | No change | 3,475 | $198K |
| Citigroup Inc. | 0.00% | No change | 2,816 | $161K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,500 | $143K |
| Toth Financial Advisory Corp. | 0.02% | No change | 2,350 | $134K |
| US Bancorp \de | 0.00% | No change | 2,295 | $131K |
| Barclays PLC | 0.00% | No change | 2,225 | $127K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,050 | $117K |
| Tsfg, LLC | 0.03% | Reduce -0.5% | 2,043 | $117K |
| Balentine LLC | 0.00% | No change | 1,940 | $111K |
| Comerica Bank | 0.00% | Add +400.0% | 1,865 | $107K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +42.8% | 1,758 | $100K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,750 | $100K |
| Powell Investment Advisors, LLC | 0.05% | No change | 1,745 | $100K |
| Advisors Preferred, LLC | 0.01% | New | 1,615 | $91K |
| HighMark Wealth Management LLC | 0.05% | Add +0.1% | 1,500 | $86K |
| Y.D. More Investments Ltd | 0.01% | No change | 1,490 | $85K |
| Pathway Financial Advisers, LLC | 0.03% | Add +0.1% | 1,306 | $75K |
| Spire Wealth Management | 0.00% | Add +0.2% | 1,279 | $73K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 1,274 | $73K |
| Global Retirement Partners, LLC | 0.00% | Reduce -28.4% | 1,234 | $70K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,100 | $63K |
| Deutsche Bank AG | 0.00% | No change | 1,000 | $57K |
| International Assets Investment Management, LLC | 0.00% | Reduce -8.4% | 985 | $56K |
| Global Financial Private Client, LLC | 0.02% | Reduce -2.0% | 945 | $54K |
| Private Trust Co. NA | 0.01% | No change | 925 | $53K |
| WFA of San Diego, LLC | 0.04% | Add +49.3% | 911 | $52K |
| Blair William & Co. | 0.00% | No change | 790 | $45K |
| Fifth Third Bancorp | 0.00% | No change | 750 | $43K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -1.4% | 705 | $40K |
| National Bank of Canada | 0.00% | Reduce -22.9% | 675 | $39K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -28.7% | 617 | $35K |
| Realta Investment Advisors | 0.02% | Reduce -84.3% | 618 | $35K |
| CNB Bank | 0.02% | No change | 610 | $35K |
| Financial Gravity Companies, Inc. | 0.01% | — | 606 | $35K |
| Arax Advisory Partners | 0.00% | No change | 600 | $34K |
| Cypress Capital Management LLC (WY) | 0.03% | No change | 550 | $31K |
| Founders Financial Alliance, LLC | 0.01% | No change | 531 | $30K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 500 | $29K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 495 | $28K |
| Register Financial Advisors LLC | 0.01% | No change | 455 | $26K |
| City State Bank | 0.01% | No change | 425 | $24K |
| Avior Wealth Management, LLC | 0.00% | Add +0.3% | 404 | $23K |
| Piscataqua Savings Bank | 0.02% | No change | 400 | $23K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -39.1% | 390 | $22K |
| Tidemark, LLC | 0.01% | No change | 375 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +19.5% | 374 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 365 | $21K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 320 | $18K |
| Kozak & Associates, Inc. | 0.00% | Add +0.4% | 258 | $14K |
| IFP Advisors, Inc | 0.00% | Reduce -69.3% | 250 | $14K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 250 | $14K |
| Franklin Resources Inc. | 0.00% | No change | 165 | $9K |
| Broadwater Capital Management LLC | 0.01% | No change | 160 | $9K |
| Thompson Investment Management, Inc. | 0.00% | No change | 150 | $9K |
| Allworth Financial LP | 0.00% | No change | 145 | $8K |
| American Capital Advisory, LLC | 0.00% | Add +400.0% | 140 | $8K |
| WR Wealth Planners, LLC | 0.00% | No change | 135 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 135 | $8K |
| Aspire Wealth Management Corp | 0.00% | Add +0.9% | 111 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 110 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 98 | $6K |
| BlackRock, Inc. | 0.00% | — | 90 | $5K |
| Parallel Advisors, LLC | 0.00% | No change | 80 | $5K |
| Hanson & Doremus Investment Management | 0.00% | No change | 65 | $4K |
| Covestor Ltd | 0.00% | No change | 40 | $2K |
| M&R Capital Management Inc. | 0.00% | No change | 25 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 25 | $1K |
| Abound Wealth Management | 0.00% | No change | 7 | $395 |
"% 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.