iShares U.S. Healthcare ProvIHFETF

13F holders, Q4 2025 (December 31)
198holders +5
19new positions
20sold out
2famous investors
$47.94avg. 13F price*

At the end of Q4 2025, 198 institutions reported holding iShares U.S. Healthcare Prov (IHF) in their 13F filings, up 5 from Q3 2025. 19 opened new positions and 20 sold out. The largest holders were Sather Financial Group Inc ($43.6M), Morgan Stanley ($34.4M) and Royal Bank of Canada ($23.8M). 2 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management'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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$28.8M
Exits20$8.2M

All 13F filers, Q3 2025 → Q4 2025: 1,020,840 shares bought and 554,405 shares sold, net +466,435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 198 holders

Sather Financial Group Inc 2.34% Add +5.9% 908,958 $43.6M
Morgan Stanley 0.00% Reduce -1.1% 717,727 $34.4M
Royal Bank of Canada 0.00% Add +11.0% 496,190 $23.8M
Element Pointe Advisors, LLC 3.76% Add +28.4% 405,626 $19.4M
BNP Paribas Financial Markets 0.01% Reduce -19.8% 401,000 $19.2M
Wells Fargo & Company 0.00% Reduce -1.7% 358,534 $17.2M
Bank of America Corp. 0.00% Reduce -5.1% 356,234 $17.1M
Wharton Business Group, LLC 0.61% No change 335,810 $16.1M
Kingsview Wealth Management, LLC 0.22% Reduce -9.7% 317,384 $15.2M
UBS Group AG 0.00% Add +9.3% 288,968 $13.9M
Quadrature Capital Ltd 0.13% New 273,359 $13.1M
LPL Financial LLC 0.00% Reduce -3.2% 232,071 $11.1M
Cetera Investment Advisers 0.01% Reduce -6.9% 211,730 $10.2M
Federation des caisses Desjardins du Quebec 0.04% Add +3.3% 195,488 $9.4M
Bank of New York Mellon Corp 0.00% Reduce -3.4% 190,346 $9.1M
Private Advisory Group LLC 0.57% New 151,112 $7.2M
Envestnet Asset Management Inc. 0.00% Reduce -12.9% 132,623 $6.4M
Mercer Global Advisors Inc. 0.01% Reduce -2.4% 127,245 $6.1M
Ameriprise Financial Inc. 0.00% Reduce -0.8% 116,933 $5.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +37.5% 109,446 $5.2M
Goldman Sachs Group Inc. 0.00% Reduce -15.5% 97,812 $4.7M
Sage Advisory Services, Ltd.Co. 2.46% Add +0.3% 94,156 $4.5M
Martin & Co. Inc. 0.72% Add +3.5% 88,041 $4.2M
Merit Financial Group, LLC 0.03% Reduce -4.7% 84,867 $4.1M
JPMorgan Chase & Co. 0.00% Add +29.2% 72,144 $3.5M
Raymond James Financial Inc. 0.00% Add +8.7% 69,142 $3.3M
Commonwealth Equity Services, LLC 0.00% Reduce -13.6% 61,550 $3.0M
Leuthold Group, LLC 0.30% Add +107.6% 57,746 $2.8M
Peapack Gladstone Financial Corp. 0.03% Reduce -5.9% 54,187 $2.6M
Susquehanna International Group, LLP 0.00% Add +652.5% 48,817 $2.3M
FDx Advisors, Inc. 1.15% Reduce -1.1% 47,009 $2.3M
TD Waterhouse Canada Inc. 0.01% New 43,811 $2.1M
Rockefeller Capital Management L.P. 0.00% Add +15.3% 34,764 $1.7M
HighTower Advisors, LLC 0.00% Reduce -7.9% 34,057 $1.6M
Creative Planning 0.00% Reduce -6.6% 32,784 $1.6M
Wealth Alliance Advisory Group, LLC 0.26% New 31,890 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -32.0% 29,378 $1.4M
Hills Bank & Trust Co 0.08% Reduce -2.6% 28,965 $1.4M
Jones Financial Companies LLLP 0.00% Reduce -5.5% 27,838 $1.3M
Citadel Advisors 0.00% New 26,473 $1.3M
Phoenix Financial Ltd. 0.01% No change 26,463 $1.3M
Point72 Asset Management 0.00% New 25,958 $1.2M
Kestra Advisory Services, LLC 0.01% Add +4.0% 25,602 $1.2M
Trust Co. of Toledo NA 0.11% Reduce -5.1% 23,739 $1.1M
Truist Financial Corp. 0.00% Reduce -50.1% 23,317 $1.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -1.4% 22,419 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -1.1% 21,199 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.0% 20,464 $981K
Sowell Financial Services LLC 0.04% Add +0.0% 20,158 $966K
Jefferies Financial Group Inc. 0.01% No change 19,704 $945K
FMR LLC 0.00% Add +10.1% 19,109 $916K
Bank of Montreal 0.00% Add +1021.4% 18,458 $885K
Focus Partners Wealth 0.00% Add +217.6% 18,214 $873K
Envestnet Portfolio Solutions, Inc. 0.00% Add +11.0% 17,119 $821K
Integrity Alliance, Llc. 0.03% Add +53.5% 16,631 $797K
Sava Infond d.o.o. 0.10% Reduce -5.8% 16,150 $774K
Dumont & Blake Investment Advisors LLC 0.18% Reduce -0.9% 15,635 $750K
Cox Capital Mgt LLC 0.46% New 15,146 $740K
MAI Capital Management 0.00% Reduce -1.3% 15,300 $734K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.2% 15,131 $725K
Cerity Partners LLC 0.00% Add +7.1% 15,075 $723K
Investment House LLC 0.03% Add +1.3% 14,816 $710K
Level Four Advisory Services, LLC 0.02% Reduce -7.0% 14,309 $686K
Scotia Capital Inc. 0.00% Add +2.4% 13,917 $667K
Neuberger Berman Group LLC 0.00% Reduce -12.4% 13,654 $655K
Wisconsin Wealth Advisors, LLC 0.61% Reduce -0.3% 13,051 $626K
Stifel Financial Corp. 0.00% Add +11.7% 12,962 $621K
Principal Securities, Inc. 0.01% Add +3.3% 12,415 $595K
Evanson Asset Management, LLC 0.03% Add +0.3% 12,255 $588K
Northland Securities, Inc. 0.55% — 11,941 $572K
MML Investors Services, LLC 0.00% Reduce -17.1% 11,787 $565K
Stephens Inc. 0.01% Reduce -20.9% 11,652 $559K
Caprock Group, LLC 0.01% Reduce -4.5% 11,450 $549K
First Heartland Consultants, Inc. 0.04% Reduce -6.2% 10,496 $503K
National Bank of Canada 0.00% Add +4038.8% 10,347 $496K
Cresset Asset Management, LLC 0.00% No change 10,280 $493K
Urban Wealth Management, LLC 0.46% — 10,220 $490K
Voya Financial Advisors, Inc. 0.05% Reduce -3.9% 10,097 $486K
Wedbush Securities Inc. 0.01% Reduce -10.0% 10,031 $481K
Iowa State Bank 0.09% No change 10,000 $479K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -21.3% 9,924 $476K
Ieq Capital, LLC 0.00% Reduce -9.5% 9,545 $458K
U.S. Capital Wealth Advisors, LLC 0.01% No change 9,285 $445K
Fifth Third Securities, Inc. 0.03% Add +0.8% 9,263 $444K
Garrison Point Advisors, LLC 0.19% Reduce -6.5% 8,960 $430K
Corient Private Wealth LP 0.00% New 8,584 $412K
Advisory Services Network, LLC 0.01% Reduce -3.5% 8,553 $410K
Mariner, LLC 0.00% Reduce -17.7% 8,535 $409K
First Horizon Corp. 0.02% No change 8,500 $408K
Tower Research Capital LLC (TRC) 0.01% Reduce -4.1% 8,344 $400K
Tritonpoint Wealth, LLC 0.04% No change 8,000 $384K
First Foundation Advisors 0.01% No change 7,850 $376K
Bensler, LLC 0.04% No change 7,810 $374K
Glenview Trust Co 0.01% Reduce -45.0% 7,770 $373K
Haverford Trust Co 0.00% No change 7,365 $353K
PFG Investments, LLC 0.02% Reduce -5.6% 7,173 $344K
Thrivent Financial for Lutherans 0.00% Reduce -24.5% 7,097 $340K
Koshinski Asset Management, Inc. 0.02% Reduce -23.3% 7,063 $339K
KCM Investment Advisors LLC 0.01% Add +0.4% 6,957 $334K
Purkiss Capital Advisors LLC 0.16% Reduce -38.7% 6,900 $331K
Lanark Financial, Inc. 0.02% Reduce -17.4% 6,865 $329K
Equitable Holdings, Inc. 0.00% Add +10.4% 6,855 $329K
Farther Finance Advisors, LLC 0.00% Add +35.8% 6,808 $326K
World Investment Advisors 0.01% New 6,650 $319K
Arkadios Wealth Advisors 0.01% Add +59.1% 6,640 $318K
Crescent Grove Advisors, LLC 0.03% No change 6,591 $316K
Harbour Investments, Inc. 0.01% Reduce -5.0% 6,505 $312K
Valeo Financial Advisors, LLC 0.01% No change 6,490 $311K
Kraft, Davis & Associates, LLC 0.07% No change 6,020 $294K
AlphaCore Capital LLC 0.01% Add +52.5% 6,099 $292K
Blue Chip Partners, LLC 0.02% New 5,829 $279K
StoneX Group Inc. 0.01% New 5,777 $277K
Mason & Associates Inc 0.05% Reduce -8.7% 5,485 $263K
Sunbelt Securities, Inc. 0.02% Add +0.2% 5,375 $258K
Prospera Financial Services Inc 0.00% No change 5,321 $255K
HBK Sorce Advisory LLC 0.01% Reduce -2.1% 5,629 $254K
Dakota Wealth Management 0.00% Add +12.3% 4,735 $227K
Comerica Bank 0.00% Reduce -5.0% 4,531 $217K
Primoris Wealth Advisors, LLC 0.13% No change 4,500 $216K
Bouchey Financial Group, Ltd. 0.02% No change 4,497 $216K
Weaver Capital Management LLC 0.05% Reduce -0.6% 4,479 $215K
Brown Advisory Inc. 0.00% No change 4,383 $210K
Captrust Financial Advisors 0.00% Add +5.3% 4,290 $206K
Aviance Capital Partners, LLC 0.02% No change 4,250 $204K
Joseph P. Lucia & Associates, LLC 0.07% No change 4,220 $202K
Cwm, LLC 0.00% Reduce -13.8% 4,215 $202K
BlackRock, Inc. 0.00% Add +4482.2% 4,124 $198K
Bokf, NA 0.00% No change 3,595 $172K
PNC Financial Services Group, Inc. 0.00% Reduce -51.1% 3,340 $160K
Citigroup Inc. 0.00% Reduce -0.0% 2,816 $135K
Simplex Trading, LLC 0.00% Add +810.1% 2,712 $130K
Commonwealth Retirement Investments LLC 0.04% New 2,693 $129K
Financial Freedom, LLC 0.06% No change 2,539 $122K
CIBC Private Wealth Group LLC 0.00% No change 2,500 $120K
Toth Financial Advisory Corp. 0.01% No change 2,350 $113K
Harbor Investment Advisory, LLC 0.01% No change 2,050 $98K
US Bancorp \de 0.00% Reduce -10.0% 1,993 $96K
Balentine LLC 0.00% No change 1,940 $93K
N.E.W. Advisory Services LLC 0.01% No change 1,845 $88K
Powell Investment Advisors, LLC 0.03% No change 1,745 $84K
Tsfg, LLC 0.01% Reduce -5.5% 1,594 $76K
HighMark Wealth Management LLC 0.03% Add +0.2% 1,507 $72K
Y.D. More Investments Ltd 0.00% No change 1,490 $71K
Hazlett, Burt & Watson, Inc. 0.02% No change 1,274 $61K
Smartleaf Asset Management LLC 0.00% No change 1,200 $58K
Global Retirement Partners, LLC 0.00% No change 1,035 $50K
High Point Wealth Management, LLC 0.05% — 1,000 $48K
Brentview Investment Management LLC 0.02% No change 1,000 $48K
Deutsche Bank AG 0.00% No change 1,000 $48K
Keating Financial Advisory Services, Inc. 0.01% — 995 $48K
WFA of San Diego, LLC 0.03% Reduce -0.6% 979 $47K
Private Trust Co. NA 0.00% No change 925 $44K
International Assets Investment Management, LLC 0.00% New 867 $42K
Nalls Sherbakoff Group, LLC 0.03% No change 866 $42K
Joseph Group Capital Management 0.01% No change 815 $39K
Cape Investment Advisory, Inc. 0.01% Add +228.6% 805 $39K
WealthShield Partners, LLC 0.00% New 781 $37K
Arax Advisory Partners 0.00% New 725 $35K
Ameritas Investment Partners, Inc. 0.00% Add +0.1% 712 $34K
Strive Financial Group ,LLC 0.02% — 670 $32K
City State Bank 0.01% No change 625 $30K
O'shaughnessy Asset Management, LLC 0.00% Add +145.2% 613 $29K
CNB Bank 0.01% No change 610 $29K
Chung Wu Investment Group, LLC 0.02% No change 500 $24K
SOA Wealth Advisors, LLC. 0.00% No change 500 $24K
IFP Advisors, Inc 0.00% Reduce -33.3% 500 $24K
Harbor Asset Planning, Inc. 0.02% Add +0.4% 475 $23K
Register Financial Advisors LLC 0.01% No change 455 $22K
Piscataqua Savings Bank 0.01% No change 400 $19K
IAG Wealth Partners, LLC 0.00% No change 390 $19K
Aptus Capital Advisors, LLC 0.00% Add +3.0% 376 $18K
Cheviot Value Management, LLC 0.00% No change 299 $14K
Spire Wealth Management 0.00% Add +0.4% 263 $13K
Vision Retirement, LLC 0.00% — 250 $12K
Steigerwald, Gordon & Koch Inc. 0.00% No change 250 $12K
Motco 0.00% No change 250 $12K
Realta Investment Advisors 0.00% Add +100.0% 206 $10K
IMG Wealth Management, Inc. 0.01% New 206 $10K
CX Institutional 0.00% Add +0.6% 180 $9K
CBIZ Investment Advisory Services, LLC 0.00% Add +0.6% 164 $8K
Broadwater Capital Management LLC 0.01% No change 160 $8K
Thompson Investment Management, Inc. 0.00% No change 150 $7K
Pinnacle Wealth Planning Services, Inc. 0.00% New 150 $7K
NewEdge Advisors, LLC 0.00% Reduce -98.1% 150 $7K
AE Wealth Management LLC 0.00% No change 150 $7K
Allworth Financial LP 0.00% No change 145 $7K
Hollencrest Capital Management 0.00% No change 135 $6K
Kohmann Bosshard Financial Services, LLC 0.00% New 120 $6K
Financial Gravity Asset Management, Inc. 0.00% No change 115 $6K
Central Pacific Bank - Trust Division 0.00% No change 110 $5K
Godfrey Financial Associates, Inc. 0.00% — 100 $5K
Portfolio Resources Advisor Group, Inc. 0.00% — 45 $2K
Covestor Ltd 0.00% No change 40 $2K
Minot DeBlois Advisors LLC 0.00% No change 40 $2K
Blair William & Co. 0.00% No change 40 $2K
Global Trust Asset Management, LLC 0.00% Reduce -58.3% 25 $1K
Abound Wealth Management 0.00% No change 4 $190
Howe & Rusling Inc. 0.00% New 3 $144

"% 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.