iShares U.S. Healthcare ProvIHFETF
13F holders, Q4 2024 (December 31)198holders −5
20new positions
27sold out
2famous investors
$48.00avg. 13F price*
At the end of Q4 2024, 198 institutions reported holding iShares U.S. Healthcare Prov (IHF) in their 13F filings, down 5 from Q3 2024. 20 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($40.3M), Bank of America Corp. ($18.5M) and Wharton Business Group, LLC ($16.1M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.2M |
| Exits | 27 | $9.3M |
All 13F filers, Q3 2024 → Q4 2024: 475,936 shares bought and 1,186,423 shares sold, net −710,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 198 holders
| Morgan Stanley | 0.00% | Add +8.8% | 840,336 | $40.3M |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 385,633 | $18.5M |
| Wharton Business Group, LLC | 0.73% | Reduce -0.1% | 335,030 | $16.1M |
| LPL Financial LLC | 0.01% | Add +2.4% | 292,754 | $14.0M |
| Kingsview Wealth Management, LLC | 0.21% | Add +95.7% | 228,913 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.0% | 213,775 | $10.3M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 206,121 | $9.9M |
| Two Sigma Investments, LP | 0.02% | Add +118.8% | 164,122 | $7.9M |
| UBS Group AG | 0.00% | Add +9.8% | 155,729 | $7.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -80.1% | 149,088 | $7.2M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +5.5% | 136,684 | $6.6M |
| Cetera Investment Advisers | 0.01% | Reduce -2.1% | 119,598 | $5.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -51.0% | 117,143 | $5.6M |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 114,129 | $5.5M |
| Raymond James Financial Inc. | 0.00% | — | 100,729 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.9% | 87,106 | $4.2M |
| Martin & Co. Inc. | 0.98% | Reduce -4.5% | 82,387 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.4% | 71,383 | $3.4M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -1.9% | 69,561 | $3.3M |
| Phoenix Financial Ltd. | 0.05% | No change | 69,362 | $3.3M |
| Merit Financial Group, LLC | 0.06% | Reduce -0.0% | 64,595 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +3.9% | 64,380 | $3.1M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -3.0% | 62,613 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -13.2% | 62,163 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.2% | 61,845 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.4% | 53,036 | $2.5M |
| AssuredPartners Investment Advisors, LLC | 0.48% | — | 51,380 | $2.5M |
| Mason & Associates Inc | 0.58% | Add +5.5% | 51,232 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -1.0% | 40,005 | $1.9M |
| Leuthold Group, LLC | 0.21% | Reduce -48.2% | 36,511 | $1.8M |
| Creative Planning | 0.00% | Add +6.9% | 34,058 | $1.6M |
| Hills Bank & Trust Co | 0.12% | Reduce -2.7% | 33,680 | $1.6M |
| Trust Co. of Toledo NA | 0.17% | Add +2.5% | 26,584 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +50.9% | 24,847 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +32.3% | 24,503 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.1% | 24,268 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.7% | 20,900 | $1.0M |
| Sowell Financial Services LLC | 0.05% | Reduce -34.5% | 20,021 | $961K |
| King Wealth Management Group | 0.14% | New | 20,000 | $960K |
| Kestra Advisory Services, LLC | 0.01% | Add +39.4% | 19,721 | $946K |
| Caprock Group, LLC | 0.03% | Reduce -14.8% | 18,273 | $877K |
| 49 Wealth Management, LLC | 0.12% | Reduce -22.0% | 18,234 | $875K |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.1% | 18,201 | $873K |
| Oppenheimer & Co. Inc. | 0.01% | New | 17,297 | $830K |
| Wisconsin Wealth Advisors, LLC | 1.22% | — | 17,287 | $830K |
| MAI Capital Management | 0.01% | Reduce -7.7% | 17,126 | $822K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -0.4% | 16,959 | $814K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -1.6% | 16,868 | $810K |
| Dumont & Blake Investment Advisors LLC | 0.20% | Reduce -1.6% | 15,917 | $764K |
| Sava Infond d.o.o. | 0.13% | — | 15,300 | $734K |
| MML Investors Services, LLC | 0.00% | Reduce -31.9% | 14,697 | $705K |
| Scotia Capital Inc. | 0.00% | Add +0.3% | 14,497 | $696K |
| FMR LLC | 0.00% | Add +4.4% | 14,382 | $690K |
| Glenview Trust Co | 0.01% | Reduce -31.2% | 14,335 | $688K |
| Wedbush Securities Inc. | 0.02% | Reduce -16.1% | 14,030 | $673K |
| Certified Advisory Corp | 0.07% | Reduce -5.1% | 14,001 | $672K |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,209 | $634K |
| Citizens & Northern Corp. | 0.17% | Add +214.3% | 13,120 | $630K |
| Marshall Wace, LLP | 0.00% | New | 13,092 | $628K |
| Evanson Asset Management, LLC | 0.04% | Add +0.1% | 12,172 | $584K |
| Carl P. Sherr & Co., LLC | 0.31% | Reduce -19.4% | 12,151 | $583K |
| Jane Street Group, LLC | 0.00% | New | 12,042 | $578K |
| Garrison Point Advisors, LLC | 0.27% | Reduce -0.4% | 11,660 | $560K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.14% | New | 11,621 | $558K |
| First Heartland Consultants, Inc. | 0.06% | Add +0.1% | 11,404 | $547K |
| Farther Finance Advisors, LLC | 0.02% | Add +8.8% | 11,240 | $539K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 11,073 | $531K |
| Ieq Capital, LLC | 0.00% | No change | 10,545 | $506K |
| Fifth Third Securities, Inc. | 0.04% | New | 10,359 | $497K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.8% | 10,355 | $497K |
| Cresset Asset Management, LLC | 0.00% | Reduce -21.6% | 10,280 | $493K |
| Drive Wealth Management, LLC | 0.12% | Reduce -8.7% | 10,065 | $483K |
| Principal Securities, Inc. | 0.01% | Add +3.0% | 10,058 | $483K |
| Iowa State Bank | 0.10% | No change | 10,000 | $480K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.7% | 9,823 | $471K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.8% | 9,774 | $469K |
| Thrivent Financial for Lutherans | 0.00% | Add +9.1% | 9,778 | $469K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 9,354 | $449K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 9,285 | $446K |
| First Horizon Advisors, Inc. | 0.01% | No change | 9,090 | $436K |
| PFG Investments, LLC | 0.03% | Reduce -3.7% | 8,825 | $424K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 8,255 | $396K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 8,050 | $386K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +126.1% | 7,982 | $383K |
| Cerity Partners LLC | 0.00% | Add +32.9% | 7,919 | $380K |
| First Foundation Advisors | 0.01% | No change | 7,850 | $377K |
| Haverford Trust Co | 0.00% | No change | 7,365 | $353K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -7.9% | 7,080 | $340K |
| Meridian Financial Advisors, LLC | 0.23% | Reduce -11.0% | 7,065 | $339K |
| Sebold Capital Management, Inc. | 0.23% | No change | 7,030 | $337K |
| KCM Investment Advisors LLC | 0.01% | Add +0.2% | 6,896 | $331K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.0% | 6,710 | $322K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 6,490 | $311K |
| Kraft, Davis & Associates, LLC | 0.09% | No change | 6,020 | $311K |
| Bensler, LLC | 0.04% | No change | 6,310 | $303K |
| WealthBridge Capital Management, LLC | 0.08% | Reduce -3.1% | 6,179 | $297K |
| D. E. Shaw & Co. | 0.00% | New | 5,973 | $287K |
| Terra Nova Asset Management LLC | 0.21% | Add +0.2% | 5,725 | $275K |
| Citadel Advisors | 0.00% | Reduce -76.0% | 5,603 | $269K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 5,530 | $265K |
| Primoris Wealth Advisors, LLC | 0.20% | No change | 5,500 | $264K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.7% | 5,365 | $257K |
| Independent Advisor Alliance | 0.00% | New | 5,360 | $257K |
| Corient Private Wealth LP | 0.00% | Reduce -57.4% | 5,348 | $257K |
| Prospera Financial Services Inc | 0.01% | No change | 5,321 | $255K |
| Mariner, LLC | 0.00% | Reduce -69.2% | 5,044 | $242K |
| Signet Financial Management, LLC | 0.03% | Reduce -1.3% | 4,990 | $239K |
| Commerce Bank | 0.00% | Reduce -7.4% | 4,980 | $239K |
| Cwm, LLC | 0.00% | Add +0.0% | 4,883 | $234K |
| Arkadios Wealth Advisors | 0.01% | Reduce -17.3% | 4,779 | $229K |
| Stephens Inc. | 0.00% | No change | 4,775 | $229K |
| Sigma Planning Corp | 0.01% | Reduce -18.1% | 4,646 | $223K |
| PCG Asset Management, LLC | 0.19% | — | 4,625 | $222K |
| Bank of Montreal | 0.00% | Reduce -60.8% | 4,507 | $216K |
| Weaver Capital Management LLC | 0.06% | Reduce -0.6% | 4,504 | $216K |
| Future Financial Wealth Managment LLC | 0.16% | No change | 4,500 | $216K |
| Bouchey Financial Group, Ltd. | 0.02% | Reduce -0.1% | 4,497 | $216K |
| Joseph P. Lucia & Associates, LLC | 0.09% | No change | 4,445 | $213K |
| Brown Advisory Inc. | 0.00% | Reduce -11.6% | 4,383 | $210K |
| Aviance Capital Partners, LLC | 0.03% | No change | 4,250 | $204K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -13.0% | 4,244 | $204K |
| Dakota Wealth Management | 0.00% | Reduce -25.1% | 4,215 | $202K |
| Manchester Capital Management LLC | 0.02% | No change | 4,000 | $192K |
| Bristlecone Advisors, LLC | 0.01% | No change | 3,790 | $182K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.0% | 3,750 | $180K |
| Bokf, NA | 0.00% | No change | 3,595 | $177K |
| Citigroup Inc. | 0.00% | No change | 2,816 | $135K |
| Financial Freedom, LLC | 0.07% | Reduce -40.7% | 2,726 | $131K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,500 | $124K |
| Toth Financial Advisory Corp. | 0.01% | No change | 2,350 | $113K |
| Barclays PLC | 0.00% | No change | 2,225 | $107K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -55.6% | 2,190 | $105K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,050 | $98K |
| Tsfg, LLC | 0.02% | Reduce -0.5% | 2,033 | $98K |
| Balentine LLC | 0.00% | No change | 1,940 | $93K |
| Comerica Bank | 0.00% | No change | 1,865 | $90K |
| US Bancorp \de | 0.00% | Reduce -18.7% | 1,865 | $90K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.1% | 1,759 | $84K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,750 | $84K |
| Powell Investment Advisors, LLC | 0.04% | No change | 1,745 | $84K |
| HighMark Wealth Management LLC | 0.04% | Add +0.1% | 1,501 | $72K |
| Y.D. More Investments Ltd | 0.01% | No change | 1,490 | $72K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -90.8% | 1,430 | $69K |
| Pathway Financial Advisers, LLC | 0.02% | Add +0.2% | 1,309 | $63K |
| Spire Wealth Management | 0.00% | Add +0.1% | 1,280 | $61K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 1,274 | $61K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,100 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -79.0% | 1,040 | $50K |
| Global Retirement Partners, LLC | 0.00% | Reduce -16.2% | 1,034 | $50K |
| Deutsche Bank AG | 0.00% | No change | 1,000 | $48K |
| Global Financial Private Client, LLC | 0.02% | No change | 945 | $45K |
| Private Trust Co. NA | 0.00% | No change | 925 | $44K |
| Simplex Trading, LLC | 0.00% | New | 923 | $44K |
| Runnymede Capital Advisors, Inc. | 0.03% | — | 820 | $39K |
| Cape Investment Advisory, Inc. | 0.02% | Add +14.2% | 805 | $39K |
| Fifth Third Bancorp | 0.00% | No change | 750 | $36K |
| Blair William & Co. | 0.00% | Reduce -9.5% | 715 | $34K |
| National Bank of Canada | 0.00% | No change | 675 | $32K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.2% | 618 | $32K |
| CNB Bank | 0.01% | No change | 610 | $29K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 606 | $29K |
| Arax Advisory Partners | 0.00% | No change | 600 | $29K |
| CX Institutional | 0.00% | New | 600 | $29K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 500 | $24K |
| Register Financial Advisors LLC | 0.01% | No change | 455 | $22K |
| City State Bank | 0.01% | No change | 425 | $20K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 415 | $20K |
| Piscataqua Savings Bank | 0.02% | No change | 400 | $19K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +5.6% | 395 | $19K |
| IAG Wealth Partners, LLC | 0.00% | No change | 390 | $19K |
| Tidemark, LLC | 0.01% | No change | 375 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 365 | $18K |
| Avior Wealth Management, LLC | 0.00% | Reduce -20.8% | 320 | $15K |
| Allworth Financial LP | 0.00% | Add +69.0% | 245 | $13K |
| IFP Advisors, Inc | 0.00% | No change | 250 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 250 | $12K |
| Realta Investment Advisors | 0.00% | Reduce -63.3% | 227 | $11K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 200 | $10K |
| Capital Analysts, LLC | 0.00% | New | 185 | $9K |
| Franklin Resources Inc. | 0.00% | No change | 165 | $8K |
| Broadwater Capital Management LLC | 0.01% | No change | 160 | $8K |
| AE Wealth Management LLC | 0.00% | New | 150 | $7K |
| Thompson Investment Management, Inc. | 0.00% | No change | 150 | $7K |
| American Capital Advisory, LLC | 0.00% | No change | 140 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 135 | $6K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 120 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 110 | $5K |
| New Republic Capital, LLC | 0.00% | New | 94 | $4K |
| BlackRock, Inc. | 0.00% | No change | 90 | $4K |
| Hanson & Doremus Investment Management | 0.00% | No change | 65 | $3K |
| Global Trust Asset Management, LLC | 0.00% | New | 60 | $3K |
| Lee Danner & Bass Inc. | 0.00% | New | 50 | $2K |
| Covestor Ltd | 0.00% | No change | 40 | $2K |
| Minot DeBlois Advisors LLC | 0.00% | — | 40 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 25 | $1K |
| Lanark Financial, Inc. | 0.03% | — | 5 | $278 |
| Abound Wealth Management | 0.00% | Reduce -42.9% | 4 | $188 |
| Parallel Advisors, LLC | 0.00% | Reduce -98.8% | 1 | $61 |
"% 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.