iShares U.S. Healthcare ETFIYHETF

13F holders, Q1 2024 (March 31)
482holders
2famous investors
$62.20avg. 13F price*

At the end of Q1 2024, 482 institutions reported holding iShares U.S. Healthcare ETF (IYH) in their 13F filings. The largest holders were Morgan Stanley ($204.1M), Manufacturers Life Insurance Company, The ($123.8M) and Bank of America Corp. ($109.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
iShares U.S. Healthcare ETF
CUSIP
464287762
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 482Q1 2024Q2 2024: 493Q2 2024Q3 2024: 514Q3 2024Q4 2024: 507Q4 2024Q1 2025: 500Q1 2025Q2 2025: 484Q2 2025Q3 2025: 479Q3 2025Q4 2025: 546Q4 2025Q1 2026: 517Q1 2026Q2 2026: 534Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions42$193.0M
Exits37$37.4M

Ownership 482 holders

Morgan Stanley 0.02% Add +2.7% 3,297,040 $204.1M
Manufacturers Life Insurance Company, The 0.12% New 1,998,520 $123.8M
Bank of America Corp. 0.01% Reduce -7.3% 1,766,413 $109.3M
LPL Financial LLC 0.05% Add +12.6% 1,530,464 $94.7M
UBS Group AG 0.03% Reduce -1.8% 1,494,506 $92.5M
Northwestern Mutual Wealth Management Co. 0.09% Reduce -1.6% 1,457,013 $90.2M
Wells Fargo & Company 0.02% Add +2.6% 1,095,606 $67.8M
Royal Bank of Canada 0.01% Add +2.2% 876,032 $54.2M
FIL Ltd 0.04% New 700,685 $43.5M
Bellwether Advisors, LLC 7.70% Reduce -7.5% 565,935 $35.0M
PGIM Custom Harvest LLC 0.78% Reduce -4.3% 508,359 $31.5M
Goldman Sachs Group Inc. 0.01% Reduce -45.3% 508,057 $31.4M
Osaic Holdings, Inc. 0.07% Reduce -1.4% 496,591 $30.7M
Raymond James Financial Services Advisors, Inc. 0.04% Add +37.5% 472,310 $29.2M
Raymond James & Associates 0.02% Add +4.3% 467,475 $28.9M
Commonwealth Equity Services, LLC 0.04% Reduce -1.8% 394,398 $24.4M
Oakworth Capital, Inc. 1.83% Add +1.0% 392,480 $24.3M
Ameriprise Financial Inc. 0.01% Add +23.2% 381,987 $23.7M
Kestra Advisory Services, LLC 0.14% Add +8.4% 338,672 $21.0M
HighTower Advisors, LLC 0.03% Reduce -4.4% 309,492 $19.2M
Consolidated Capital Management, LLC 5.88% Reduce -2.2% 198,302 $12.3M
Cetera Investment Advisers 0.03% Add +180.3% 186,455 $11.5M
JPMorgan Chase & Co. 0.00% Reduce -11.7% 181,250 $11.2M
Royal Fund Management, LLC 1.26% Add +8.0% 176,180 $10.9M
OneDigital Investment Advisors LLC 0.15% Reduce -12.9% 155,485 $9.6M
Cambridge Investment Research Advisors, Inc. 0.04% Add +8.1% 153,480 $9.5M
Sowa Financial Group, Inc. 7.17% Reduce -80.0% 30,714 $8.8M
Peapack Gladstone Financial Corp. 0.14% Reduce -1.3% 140,051 $8.7M
Thrivent Financial for Lutherans 0.02% Reduce -0.2% 136,700 $8.5M
Great Lakes Advisors, LLC 0.07% Reduce -1.7% 127,438 $7.9M
Envestnet Asset Management Inc. 0.00% Reduce -2.2% 118,943 $7.4M
United Capital Financial Advisors, LLC 0.06% Reduce -4.9% 118,087 $7.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +4.0% 117,499 $7.3M
First Citizens Financial Corp 4.07% Add +2.8% 110,777 $6.9M
SP Asset Management LLC 0.59% No change 102,313 $6.3M
Stillwater Capital Advisors, LLC 0.93% Reduce -1.0% 100,941 $6.2M
Etfidea, LLC 2.03% Add +0.4% 96,430 $6.0M
Bank of Montreal 0.00% Reduce -22.0% 94,540 $5.9M
Private Advisor Group, LLC 0.04% Reduce -0.1% 85,867 $5.3M
Pettyjohn, Wood & White, Inc. 1.01% Reduce -2.0% 81,995 $5.1M
Steward Partners Investment Advisory, LLC 0.06% Reduce -6.4% 81,375 $5.0M
Capital Investment Advisors, LLC 0.12% Reduce -3.0% 79,700 $4.9M
MML Investors Services, LLC 0.02% Reduce -10.5% 79,651 $4.9M
Arkansas Financial Group, Inc. 0.76% Add +0.8% 69,961 $4.3M
PNC Financial Services Group, Inc. 0.00% Reduce -3.0% 68,630 $4.2M
Stifel Financial Corp. 0.00% Add +10.8% 65,792 $4.1M
Rockefeller Capital Management L.P. 0.01% New 63,327 $3.9M
Citigroup Inc. 0.00% Reduce -4.3% 61,345 $3.8M
CW Advisors, LLC 0.07% Add +0.3% 61,021 $3.8M
Truist Financial Corp. 0.01% Reduce -11.1% 60,956 $3.8M
Mariner, LLC 0.01% Add +0.9% 60,144 $3.7M
National Bank of Canada 0.01% Add +3.8% 59,011 $3.6M
Sheridan Capital Management, LLC 2.70% Reduce -9.6% 57,857 $3.6M
HC Advisors, LLC 1.66% Add +4.8% 56,360 $3.5M
Advisory Services Network, LLC 0.08% Reduce -20.2% 56,158 $3.5M
National Philanthropic Trust 0.07% No change 54,440 $3.4M
Arrien Investments, Inc. 2.59% Add +309.1% 53,003 $3.3M
Deutsche Bank AG 0.00% New 51,615 $3.2M
Citadel Advisors 0.00% New 51,291 $3.2M
Integrated Wealth Concepts LLC 0.05% Add +30.6% 51,215 $3.2M
Equitable Holdings, Inc. 0.03% Add +5.0% 50,078 $3.1M
Rainey & Randall Wealth Advisors Inc. 0.70% Add +4.9% 48,170 $3.0M
Independent Financial Group, LLC 0.14% Reduce -3.8% 48,030 $3.0M
Sigma Planning Corp 0.09% Add +158.8% 46,722 $2.9M
Creative Planning 0.00% Reduce -0.8% 45,274 $2.8M
Mine & Arao Wealth Creation & Management, LLC. 1.38% Reduce -6.7% 45,027 $2.8M
Audent Global Asset Management, LLC 2.64% Add +10.6% 41,654 $2.6M
Cibc World Market Inc. 0.01% Add +36.4% 41,547 $2.6M
Conservest Capital Advisors, Inc. 0.26% Add +0.5% 41,474 $2.6M
Perigon Wealth Management, LLC 0.08% Reduce -0.4% 40,833 $2.5M
Vishria Bird Financial Group, LLC 1.08% Add +2.5% 40,590 $2.5M
Lincoln National Corp. 0.04% Add +32.5% 40,250 $2.5M
Atria Wealth Solutions, Inc. 0.03% Add +7.9% 39,936 $2.5M
Lido Advisors, LLC 0.02% Reduce -3.8% 37,769 $2.3M
Oxinas Partners, LLC 1.48% Add +3.3% 36,934 $2.3M
Park Avenue Securities LLC 0.03% Add +5.0% 36,251 $2.2M
IFG Advisory, LLC 0.17% Reduce -11.4% 36,189 $2.2M
Avantax Advisory Services, Inc. 0.02% Add +0.8% 35,712 $2.2M
Janney Montgomery Scott LLC 0.01% Reduce -18.2% 35,639 $2.2M
FMR LLC 0.00% Add +8.2% 34,961 $2.2M
Johnson Investment Counsel Inc. 0.02% Reduce -0.4% 34,625 $2.1M
Empirical Asset Management, LLC 1.02% New 34,050 $2.1M
Glenview Trust Co 0.04% Reduce -10.0% 33,845 $2.1M
Essex LLC 0.48% Reduce -1.2% 33,730 $2.1M
Corrado Advisors, LLC 1.31% New 32,175 $2.0M
Gsa Capital Partners LLP 0.15% Reduce -4.9% 31,520 $2.0M
Csenge Advisory Group 0.11% Add +5.9% 31,458 $1.9M
Mandatum Life Insurance Co Ltd 0.63% No change 30,360 $1.9M
Aua Capital Management, LLC 1.06% Reduce -8.0% 29,785 $1.8M
Baird Financial Group, Inc. 0.00% Reduce -24.0% 29,691 $1.8M
MMBG Investment Advisors Co. 0.19% No change 29,125 $1.8M
Northeast Financial Consultants Inc 0.09% No change 28,725 $1.8M
Corient Private Wealth LP 0.00% Add +4.6% 28,421 $1.8M
Prospera Financial Services Inc 0.05% Add +0.1% 28,356 $1.8M
Creekmur Asset Management LLC 0.60% Reduce -6.7% 28,271 $1.7M
Mercer Global Advisors Inc. 0.00% Reduce -0.7% 27,968 $1.7M
Captrust Financial Advisors 0.01% Add +16.6% 27,090 $1.7M
Money Concepts Capital Corp. 0.15% Add +6.6% 27,046 $1.7M
US Bancorp \de 0.00% Add +47.6% 26,672 $1.7M
Laurel Wealth Advisors LLC 0.28% Add +20.1% 26,636 $1.6M

"% of holder's portfolio" is IYH's weight in each manager's 13F, not the share of iShares U.S. Healthcare ETF the manager owns.

Show all 482 holders