iShares U.S. Healthcare ProvIHFETF
13F holders, Q1 2025 (March 31)192holders −6
17new positions
22sold out
2famous investors
$52.78avg. 13F price*
At the end of Q1 2025, 192 institutions reported holding iShares U.S. Healthcare Prov (IHF) in their 13F filings, down 6 from Q4 2024. 17 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($41.6M), Bank of America Corp. ($19.1M) and Wharton Business Group, LLC ($17.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares U.S. Healthcare Prov
- CUSIP
- 464288828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $4.5M |
| Exits | 22 | $5.1M |
All 13F filers, Q4 2024 → Q1 2025: 293,658 shares bought and 601,252 shares sold, net −307,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 192 holders
| Morgan Stanley | 0.00% | Reduce -6.2% | 788,123 | $41.6M |
| Bank of America Corp. | 0.00% | Reduce -6.4% | 361,085 | $19.1M |
| Wharton Business Group, LLC | 0.80% | No change | 335,030 | $17.7M |
| LPL Financial LLC | 0.01% | Reduce -8.9% | 266,827 | $14.1M |
| Kingsview Wealth Management, LLC | 0.22% | Reduce -2.1% | 224,121 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 206,730 | $10.9M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 197,631 | $10.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +8.1% | 161,095 | $8.5M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +11.9% | 152,896 | $8.1M |
| UBS Group AG | 0.00% | Reduce -13.1% | 135,315 | $7.1M |
| Cetera Investment Advisers | 0.01% | Add +4.9% | 125,474 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.3% | 124,536 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Add +19.0% | 103,631 | $5.5M |
| Royal Bank of Canada | 0.00% | Reduce -18.7% | 92,802 | $4.9M |
| Martin & Co. Inc. | 0.86% | Add +2.3% | 84,245 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Add +343.0% | 80,627 | $4.3M |
| Avantax Advisory Services, Inc. | 0.03% | Add +13.1% | 78,704 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 70,006 | $3.7M |
| Merit Financial Group, LLC | 0.05% | Reduce -3.6% | 62,235 | $3.3M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -4.7% | 59,704 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.4% | 58,185 | $3.1M |
| Phoenix Financial Ltd. | 0.05% | Reduce -18.7% | 56,362 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.1% | 55,590 | $2.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -66.5% | 54,922 | $2.9M |
| AssuredPartners Investment Advisors, LLC | 0.55% | Add +4.6% | 53,721 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -56.8% | 43,557 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.4% | 38,390 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.5% | 37,909 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -11.3% | 35,472 | $1.9M |
| Creative Planning | 0.00% | Reduce -0.5% | 33,889 | $1.8M |
| Hills Bank & Trust Co | 0.12% | Reduce -4.3% | 32,249 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +56.4% | 30,846 | $1.6M |
| Leuthold Group, LLC | 0.19% | Reduce -23.0% | 28,117 | $1.5M |
| Trust Co. of Toledo NA | 0.19% | No change | 26,584 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +7.4% | 26,317 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 24,270 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.1% | 23,827 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.6% | 20,567 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | New | 20,425 | $1.1M |
| Sowell Financial Services LLC | 0.05% | Add +0.0% | 20,024 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +772.7% | 19,113 | $1.0M |
| Citadel Advisors | 0.00% | Add +239.3% | 19,013 | $1.0M |
| Caprock Group, LLC | 0.03% | Reduce -1.8% | 17,951 | $948K |
| Wisconsin Wealth Advisors, LLC | 1.34% | Add +2.5% | 17,713 | $935K |
| MAI Capital Management | 0.01% | Reduce -2.0% | 16,784 | $886K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.9% | 16,708 | $882K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.6% | 16,668 | $880K |
| Rockefeller Capital Management L.P. | 0.00% | Add +24.6% | 16,458 | $869K |
| FMR LLC | 0.00% | Add +10.6% | 15,903 | $840K |
| Dumont & Blake Investment Advisors LLC | 0.24% | Reduce -0.1% | 15,896 | $839K |
| Sava Infond d.o.o. | 0.15% | No change | 15,300 | $808K |
| MML Investors Services, LLC | 0.00% | Add +3.6% | 15,230 | $804K |
| 49 Wealth Management, LLC | 0.09% | Reduce -18.6% | 14,840 | $784K |
| Scotia Capital Inc. | 0.00% | Reduce -5.0% | 13,768 | $727K |
| Glenview Trust Co | 0.01% | Reduce -4.6% | 13,675 | $722K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +31.8% | 13,646 | $721K |
| Integrity Alliance, Llc. | 0.03% | New | 13,542 | $715K |
| Cerity Partners LLC | 0.00% | Add +65.0% | 13,067 | $690K |
| Certified Advisory Corp | 0.08% | Reduce -7.3% | 12,983 | $686K |
| Evanson Asset Management, LLC | 0.05% | Add +0.1% | 12,189 | $644K |
| Carl P. Sherr & Co., LLC | 0.35% | No change | 12,151 | $642K |
| Wedbush Securities Inc. | 0.02% | Reduce -15.7% | 11,835 | $625K |
| Garrison Point Advisors, LLC | 0.30% | No change | 11,660 | $616K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.15% | No change | 11,621 | $614K |
| First Heartland Consultants, Inc. | 0.06% | Add +0.1% | 11,416 | $603K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -35.2% | 10,993 | $580K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -3.1% | 10,890 | $574K |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 10,848 | $573K |
| Ieq Capital, LLC | 0.00% | No change | 10,545 | $557K |
| NewEdge Advisors, LLC | 0.00% | Add +7.1% | 10,523 | $556K |
| Cresset Asset Management, LLC | 0.00% | No change | 10,280 | $543K |
| Bensler, LLC | 0.07% | Add +59.4% | 10,060 | $531K |
| Iowa State Bank | 0.11% | No change | 10,000 | $528K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -4.6% | 9,884 | $522K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.1% | 9,670 | $511K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.1% | 9,478 | $500K |
| GTS Securities LLC | 0.02% | New | 9,316 | $492K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 9,285 | $490K |
| Principal Securities, Inc. | 0.01% | No change | 10,058 | $483K |
| First Horizon Advisors, Inc. | 0.01% | No change | 9,090 | $480K |
| CX Institutional | 0.02% | Add +1413.3% | 9,080 | $479K |
| PFG Investments, LLC | 0.03% | Add +0.1% | 8,833 | $466K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 8,050 | $425K |
| Harbour Investments, Inc. | 0.01% | Add +48.5% | 7,966 | $421K |
| First Foundation Advisors | 0.02% | No change | 7,850 | $414K |
| Haverford Trust Co | 0.00% | No change | 7,365 | $389K |
| Meridian Financial Advisors, LLC | 0.26% | No change | 7,065 | $373K |
| KCM Investment Advisors LLC | 0.01% | Add +0.2% | 6,908 | $365K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.1% | 6,716 | $355K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -19.7% | 6,631 | $350K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.7% | 6,535 | $345K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -8.4% | 6,486 | $342K |
| Sebold Capital Management, Inc. | 0.20% | Reduce -16.9% | 5,843 | $309K |
| WealthBridge Capital Management, LLC | 0.09% | Reduce -7.3% | 5,729 | $302K |
| Lanark Financial, Inc. | 0.03% | — | 5,619 | $296K |
| Kraft, Davis & Associates, LLC | 0.10% | No change | 6,020 | $295K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 5,530 | $292K |
| Mason & Associates Inc | 0.07% | Reduce -89.3% | 5,485 | $290K |
| Prospera Financial Services Inc | 0.01% | No change | 5,321 | $281K |
| Primoris Wealth Advisors, LLC | 0.21% | Reduce -4.5% | 5,250 | $277K |
| Mariner, LLC | 0.00% | Add +0.0% | 5,045 | $266K |
| Corient Private Wealth LP | 0.00% | Reduce -6.1% | 5,023 | $265K |
| Purkiss Capital Advisors LLC | 0.20% | New | 4,934 | $260K |
| Cwm, LLC | 0.00% | Add +0.0% | 4,885 | $258K |
| Stephens Inc. | 0.00% | Add +2.1% | 4,875 | $257K |
| Signet Financial Management, LLC | 0.03% | Reduce -2.6% | 4,859 | $257K |
| D. E. Shaw & Co. | 0.00% | Reduce -21.8% | 4,673 | $247K |
| Weaver Capital Management LLC | 0.06% | No change | 4,504 | $238K |
| Chung Wu Investment Group, LLC | 0.28% | New | 4,500 | $238K |
| Future Financial Wealth Managment LLC | 0.17% | No change | 4,500 | $238K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 4,497 | $237K |
| Joseph P. Lucia & Associates, LLC | 0.11% | No change | 4,445 | $235K |
| Brown Advisory Inc. | 0.00% | No change | 4,383 | $231K |
| Arkadios Wealth Advisors | 0.01% | Reduce -8.6% | 4,366 | $231K |
| Aviance Capital Partners, LLC | 0.03% | No change | 4,250 | $224K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 4,245 | $224K |
| Dakota Wealth Management | 0.01% | No change | 4,215 | $223K |
| Terra Nova Asset Management LLC | 0.17% | Reduce -26.6% | 4,202 | $222K |
| Captrust Financial Advisors | 0.00% | New | 4,074 | $215K |
| Callan Capital, LLC | 0.02% | New | 4,028 | $213K |
| V2 Financial group LLC | 0.14% | New | 4,000 | $211K |
| Manchester Capital Management LLC | 0.03% | No change | 4,000 | $211K |
| Equitable Holdings, Inc. | 0.00% | New | 3,953 | $209K |
| PCG Asset Management, LLC | 0.20% | Reduce -13.3% | 4,010 | $209K |
| Perigon Wealth Management, LLC | 0.01% | New | 3,905 | $206K |
| Two Sigma Securities, LLC | 0.03% | New | 3,859 | $204K |
| EP Wealth Advisors, LLC | 0.00% | No change | 3,750 | $198K |
| Bokf, NA | 0.00% | No change | 3,595 | $190K |
| Townsend Asset Management Corp. /NC/ | 0.07% | New | 3,475 | $183K |
| Bristlecone Advisors, LLC | 0.01% | Reduce -9.5% | 3,430 | $181K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +75.3% | 3,083 | $163K |
| Citigroup Inc. | 0.00% | No change | 2,816 | $149K |
| Financial Freedom, LLC | 0.08% | Reduce -6.9% | 2,539 | $134K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,500 | $130K |
| Toth Financial Advisory Corp. | 0.01% | No change | 2,350 | $124K |
| Barclays PLC | 0.00% | No change | 2,225 | $117K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,050 | $108K |
| Balentine LLC | 0.00% | No change | 1,940 | $102K |
| US Bancorp \de | 0.00% | No change | 1,865 | $98K |
| N.E.W. Advisory Services LLC | 0.01% | New | 1,845 | $97K |
| Wayfinding Financial, LLC | 0.04% | New | 1,800 | $95K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,750 | $92K |
| Powell Investment Advisors, LLC | 0.05% | No change | 1,745 | $92K |
| Tsfg, LLC | 0.02% | Reduce -14.8% | 1,733 | $92K |
| HighMark Wealth Management LLC | 0.05% | Add +0.1% | 1,502 | $79K |
| Y.D. More Investments Ltd | 0.01% | No change | 1,490 | $79K |
| Comerica Bank | 0.00% | Reduce -26.8% | 1,365 | $72K |
| Spire Wealth Management | 0.00% | Add +0.1% | 1,281 | $68K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 1,274 | $67K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,100 | $58K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,040 | $55K |
| Deutsche Bank AG | 0.00% | No change | 1,000 | $53K |
| Global Financial Private Client, LLC | 0.02% | Reduce -0.1% | 944 | $50K |
| Private Trust Co. NA | 0.01% | No change | 925 | $49K |
| Nalls Sherbakoff Group, LLC | 0.04% | — | 866 | $46K |
| Runnymede Capital Advisors, Inc. | 0.04% | No change | 820 | $43K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 805 | $43K |
| IFP Advisors, Inc | 0.00% | Add +200.0% | 750 | $40K |
| National Bank of Canada | 0.00% | No change | 675 | $36K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +67.1% | 660 | $35K |
| CNB Bank | 0.02% | No change | 610 | $32K |
| Arax Advisory Partners | 0.00% | No change | 600 | $32K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 500 | $26K |
| Register Financial Advisors LLC | 0.01% | No change | 455 | $24K |
| City State Bank | 0.01% | No change | 425 | $22K |
| Blair William & Co. | 0.00% | Reduce -42.0% | 415 | $22K |
| Piscataqua Savings Bank | 0.02% | No change | 400 | $21K |
| Realta Investment Advisors | 0.01% | Add +74.0% | 395 | $21K |
| IAG Wealth Partners, LLC | 0.00% | No change | 390 | $21K |
| Tidemark, LLC | 0.01% | No change | 375 | $20K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 365 | $19K |
| Sandy Spring Bank | 0.00% | New | 320 | $17K |
| Cheviot Value Management, LLC | 0.00% | New | 299 | $15K |
| Bank of Montreal | 0.00% | Reduce -94.1% | 265 | $14K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 250 | $13K |
| Allworth Financial LP | 0.00% | No change | 245 | $12K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 200 | $11K |
| Franklin Resources Inc. | 0.00% | No change | 165 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 163 | $9K |
| Broadwater Capital Management LLC | 0.01% | No change | 160 | $8K |
| Thompson Investment Management, Inc. | 0.00% | No change | 150 | $8K |
| AE Wealth Management LLC | 0.00% | No change | 150 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 135 | $7K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 115 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 110 | $6K |
| New Republic Capital, LLC | 0.00% | No change | 94 | $5K |
| BlackRock, Inc. | 0.00% | No change | 90 | $5K |
| Global Trust Asset Management, LLC | 0.00% | No change | 60 | $3K |
| Hanson & Doremus Investment Management | 0.00% | No change | 65 | $3K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 40 | $2K |
| Covestor Ltd | 0.00% | No change | 40 | $2K |
| Abound Wealth Management | 0.00% | No change | 4 | $207 |
"% 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.