iShares Global Healthcare EtIXJETF

13F holders, Q2 2024 (June 30)
275holders +8
33new positions
23sold out
4famous investors
$90.25avg. 13F price*

At the end of Q2 2024, 275 institutions reported holding iShares Global Healthcare Et (IXJ) in their 13F filings, up 8 from Q1 2024. 33 opened new positions and 23 sold out. The largest holders were BlackRock Inc. ($1.4B), Fisher Asset Management ($449.8M) and Bank of America Corp. ($286.8M). 4 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
iShares Global Healthcare Et
CUSIP
464287325
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 267Q1 2024Q2 2024: 275Q2 2024Q3 2024: 273Q3 2024Q4 2024: 278Q4 2024Q1 2025: 268Q1 2025Q2 2025: 269Q2 2025Q3 2025: 258Q3 2025Q4 2025: 294Q4 2025Q1 2026: 285Q1 2026Q2 2026: 303Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions33$19.3M
Exits23$8.5M

All 13F filers, Q1 2024 → Q2 2024: 1,984,591 shares bought and 1,239,519 shares sold, net +745,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 275 holders

BlackRock Inc. 0.03% Add +0.8% 14,651,246 $1.4B
Fisher Asset Management 0.20% Reduce -8.8% 4,845,011 $449.8M
Bank of America Corp. 0.03% Reduce -5.4% 3,089,321 $286.8M
Richard Bernstein Advisors LLC 3.10% Reduce -4.3% 1,509,414 $140.1M
Phoenix Financial Ltd. 1.70% Reduce -4.6% 1,200,794 $111.5M
JPMorgan Chase & Co. 0.01% Add +0.9% 623,098 $57.8M
Morgan Stanley 0.00% Add +2.1% 573,322 $53.2M
Jane Street Group, LLC 0.04% Add +34.8% 392,790 $36.5M
Federation des caisses Desjardins du Quebec 0.19% Reduce -1.8% 380,153 $35.3M
UBS Group AG 0.01% Add +1.0% 291,711 $27.1M
Woodmont Investment Counsel LLC 2.13% Add +115117000.0% 1,151,171 $26.1M
Envestnet Asset Management Inc. 0.01% Reduce -4.8% 263,225 $24.4M
Royal Bank of Canada 0.01% Add +1.4% 261,441 $24.3M
Bank of Montreal 0.01% Add +225.4% 209,279 $19.6M
Wells Fargo & Company 0.00% Reduce -0.9% 196,882 $18.3M
LPL Financial LLC 0.01% Add +0.7% 132,216 $12.3M
HighTower Advisors, LLC 0.02% Add +8.9% 120,781 $11.2M
Barclays PLC 0.00% No change 115,760 $10.7M
Bank of New York Mellon Corp 0.00% Reduce -1.2% 109,374 $10.2M
BNP Paribas Financial Markets 0.01% No change 107,322 $10.0M
Susquehanna International Group, LLP 0.02% Add +366.1% 105,859 $9.8M
Commonwealth Equity Services, LLC 0.02% Add +19.5% 103,534 $9.6M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -0.4% 89,628 $8.3M
Equitable Holdings, Inc. 0.08% Add +68.7% 82,466 $7.7M
Money Design Co.,Ltd. 0.39% Reduce -9.2% 77,737 $7.2M
Nottingham Advisors, Inc. 0.82% Reduce -34.2% 74,823 $6.9M
Leo Wealth, LLC 0.70% New 74,334 $6.9M
Raymond James & Associates 0.00% Add +12.4% 64,222 $6.0M
Citigroup Inc. 0.01% Add +1.4% 59,086 $5.5M
Clarity Wealth Advisors, LLC 1.58% Reduce -11.2% 52,684 $4.9M
Fca Corp. 1.56% Add +1.9% 52,528 $4.9M
FIL Ltd 0.00% Reduce -2.4% 50,621 $4.7M
Eldridge Investment Advisors, Inc. 1.16% Reduce -0.2% 49,680 $4.6M
Banco Santander, S.A. 0.05% Add +13.4% 46,459 $4.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +4.2% 43,747 $4.1M
Apexium Financial, LP 0.28% Reduce -1.9% 41,700 $3.9M
Janney Montgomery Scott LLC 0.01% Reduce -2.3% 40,423 $3.8M
Cetera Investment Advisers 0.01% Add +0.3% 36,845 $3.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.7% 36,468 $3.4M
Sanctuary Advisors, LLC 0.02% — 35,213 $3.1M
Rockefeller Capital Management L.P. 0.01% Reduce -6.8% 29,630 $2.8M
Arete Wealth Advisors, LLC 0.22% Add +1.3% 29,264 $2.7M
Osaic Holdings, Inc. 0.01% Reduce -50.8% 28,615 $2.7M
Transatlantique Private Wealth LLC 1.02% Add +12.5% 26,901 $2.5M
Goldman Sachs Group Inc. 0.00% Add +9.3% 26,816 $2.5M
Axiom Advisory, LLC 0.03% New 26,228 $2.4M
Scotia Capital Inc. 0.01% Add +0.9% 25,657 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.8% 25,537 $2.4M
Transcend Capital Advisors, LLC 0.16% Reduce -1.2% 24,402 $2.3M
Community Bank, N.A. 0.30% Reduce -3.4% 24,233 $2.2M
Marotta Asset Management 0.46% Reduce -2.0% 24,099 $2.2M
Ameriprise Financial Inc. 0.00% Reduce -0.5% 22,856 $2.1M
White Lighthouse Investment Management Inc. 0.37% Add +0.5% 20,775 $1.9M
Signature Estate & Investment Advisors LLC 0.05% New 20,025 $1.9M
WCG Wealth Advisors LLC 0.14% Add +4.0% 19,720 $1.8M
Spire Wealth Management 0.06% Reduce -19.4% 19,572 $1.8M
OneDigital Investment Advisors LLC 0.02% Add +0.5% 19,483 $1.8M
Brookstone Capital Management 0.03% Add +1.7% 18,465 $1.8M
New Insight Wealth Advisors 1.01% Reduce -9.6% 18,531 $1.7M
Ayalon Insurance Comp Ltd. 0.57% Reduce -3.3% 18,479 $1.7M
Integrated Wealth Concepts LLC 0.02% Reduce -18.7% 18,068 $1.7M
Atria Wealth Solutions, Inc. 0.02% Reduce -23.5% 17,620 $1.6M
Mercer Global Advisors Inc. 0.00% Reduce -4.9% 17,586 $1.6M
Gsa Capital Partners LLP 0.11% Reduce -19.4% 16,929 $1.6M
Stifel Financial Corp. 0.00% Reduce -1.0% 16,761 $1.6M
Pathstone Holdings, LLC 0.01% New 16,710 $1.6M
Cibc World Market Inc. 0.00% Add +9.9% 16,573 $1.5M
Family Firm, Inc. 0.34% Add +0.6% 16,570 $1.5M
Slow Capital, Inc. 0.25% Add +0.6% 16,461 $1.5M
Crescent Grove Advisors, LLC 0.16% No change 15,940 $1.5M
Creative Planning 0.00% Add +5.0% 15,591 $1.4M
Snowden Capital Advisors LLC 0.04% Reduce -1.0% 15,565 $1.4M
Atria Investments, Inc 0.02% Reduce -2.7% 15,099 $1.4M
Cresset Asset Management, LLC 0.01% New 14,609 $1.4M
CPR Investments Inc. 1.12% New 14,592 $1.4M
J. Safra Sarasin Holding AG 0.02% — 14,429 $1.3M
Tocqueville Asset Management L.P. 0.02% No change 14,300 $1.3M
National Bank of Canada 0.00% Reduce -6.7% 14,358 $1.3M
D.A. Davidson & Co. 0.01% Reduce -0.4% 13,858 $1.3M
ICICI Prudential Asset Management Co Ltd 0.14% No change 12,675 $1.2M
Captrust Financial Advisors 0.00% Add +1.4% 12,449 $1.2M
Marshall Wace, LLP 0.00% New 12,325 $1.1M
Meridian Investment Counsel Inc. 0.35% Reduce -0.1% 12,019 $1.1M
FMR LLC 0.00% Add +6.2% 11,818 $1.1M
MML Investors Services, LLC 0.00% Reduce -46.9% 11,496 $1.1M
Truist Financial Corp. 0.00% Add +1.8% 11,236 $1.0M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.59% Add +318.5% 13,600 $1.0M
NFSG Corp 0.37% Add +44.7% 10,744 $997K
Sequoia Financial Advisors, LLC 0.01% No change 10,466 $972K
PNC Financial Services Group, Inc. 0.00% Reduce -1.3% 10,050 $933K
Avidian Wealth Enterprises, LLC 0.04% Reduce -7.5% 9,890 $918K
Maltin Wealth Management, Inc. 0.46% Add +0.3% 9,149 $849K
B. Riley Wealth Advisors, Inc. 0.02% Add +26.6% 8,805 $817K
Global Retirement Partners, LLC 0.03% Reduce -31.3% 8,780 $815K
Private Advisor Group, LLC 0.01% Reduce -1.7% 8,415 $781K
ELCO Management Co., LLC 0.44% Reduce -2.4% 8,158 $757K
Anchor Investment Management, LLC 0.08% Reduce -0.3% 8,085 $751K
Cwm, LLC 0.00% No change 7,225 $671K
Comerica Bank 0.00% Reduce -1.4% 6,889 $640K
AE Wealth Management LLC 0.01% Reduce -1.2% 6,835 $635K

"% of holder's portfolio" is IXJ's weight in each manager's 13F, not the share of iShares Global Healthcare Et the manager owns.

Show all 275 holders