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
EP Wealth Advisors, LLC 0.02% Reduce -81.5% 26,631 $1.6M
J.W. Cole Advisors, Inc. 0.08% Add +8.0% 26,123 $1.6M
Wealthstar Advisors, LLC 0.54% Add +1.5% 25,136 $1.6M
My Personal CFO, LLC 0.88% No change 24,750 $1.5M
Valmark Advisers, Inc. 0.03% Add +2.8% 24,727 $1.5M
Jane Street Group, LLC 0.00% Add +530.7% 24,155 $1.5M
Patriot Investment Management Group, Inc. 0.12% No change 24,136 $1.5M
Cwm, LLC 0.01% Add +11.4% 23,970 $1.5M
SOA Wealth Advisors, LLC. 0.30% Reduce -0.9% 23,502 $1.5M
NWF Advisory Services Inc. 0.24% Add +1.3% 23,090 $1.4M
Virtue Capital Management, LLC 0.26% New 24,321 $1.4M
DAVENPORT & Co LLC 0.01% Add +6.3% 22,980 $1.4M
Simmons Bank 0.11% Reduce -2.5% 22,805 $1.4M
Planning Directions Inc. 0.97% Reduce -39.9% 22,660 $1.4M
Commerce Bank 0.01% No change 22,600 $1.4M
Tower Research Capital LLC (TRC) 0.03% Add +11211.3% 22,057 $1.4M
WESPAC Advisors, LLC 0.79% Reduce -0.3% 22,005 $1.4M
Mgo One Seven LLC 0.07% Add +47.1% 21,665 $1.3M
Indie Asset Partners, LLC 1.18% Add +3.5% 21,475 $1.3M
Northern Trust Corp. 0.00% Add +4.1% 21,170 $1.3M
Debussy Capital Management LP 0.37% Add +17.3% 21,318 $1.3M
NorthRock Partners, LLC 0.05% Add +2.6% 20,745 $1.3M
Dentgroup LLC 1.06% Reduce -2.2% 20,723 $1.3M
Pinnacle Associates Ltd. 0.02% No change 20,600 $1.3M
TD Waterhouse Canada Inc. 0.01% Add +132.0% 20,580 $1.3M
Apriem Advisors 0.16% No change 20,143 $1.2M
Citizens Financial Group Inc. 0.04% Add +0.1% 19,913 $1.2M
NewEdge Advisors, LLC 0.01% Reduce -18.1% 19,650 $1.2M
Rollins Financial Advisors, LLC 0.23% Reduce -5.5% 19,624 $1.2M
Scotia Capital Inc. 0.01% Add +5.6% 18,930 $1.2M
Federation des caisses Desjardins du Quebec 0.01% Add +2.5% 18,820 $1.2M
American Financial Advisors, LLC 0.16% Reduce -1.2% 18,203 $1.1M
Regal Investment Advisors LLC 0.08% Add +8.1% 18,002 $1.1M
KMG Fiduciary Partners, LLC 0.11% Add +3.2% 17,075 $1.1M
Sowell Financial Services LLC 0.05% New 16,878 $1.0M
MAI Capital Management 0.01% Add +0.1% 16,813 $1.0M
Glass Jacobson Investment Advisors llc 0.39% Add +2.1% 16,803 $1.0M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -2.0% 16,785 $1.0M
Kennicott Capital Management LLC 0.45% New 16,490 $1.0M
Sunbelt Securities, Inc. 0.11% Add +54.2% 16,375 $1.0M
Bond & Devick Financial Network, Inc. 0.55% Add +1.4% 16,255 $1.0M
Hudock, Inc. 0.22% Reduce -1.9% 16,172 $1.0M
Pathstone Holdings, LLC 0.00% Reduce -0.4% 16,062 $995K
Aft, Forsyth & Company, Inc. 0.56% Reduce -2.8% 15,886 $983K
Renaissance Technologies 0.00% Add +97.5% 15,800 $978K
Great Valley Advisor Group, Inc. 0.03% Add +40.2% 15,794 $978K
Worth Financial Advisory Group, LLC 0.67% Reduce -1.2% 15,722 $973K
Fort Point Capital Partners LLC 0.13% Reduce -0.9% 15,640 $968K
Counterweight Ventures, LLC 0.78% Reduce -14.6% 15,574 $964K
Choreo, LLC 0.02% No change 15,366 $951K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -9.9% 15,328 $950K
Picton Mahoney Asset Management 0.04% Add +104.0% 15,300 $947K
Silvia McColl Wealth Management, LLC 0.81% No change 15,800 $940K
Gladstone Institutional Advisory LLC 0.05% Reduce -40.4% 15,102 $935K
Tritonpoint Wealth, LLC 0.09% Reduce -13.4% 15,185 $896K
Haverford Trust Co 0.01% No change 14,270 $883K
Cresset Asset Management, LLC 0.00% Add +104.9% 14,110 $873K
Moneta Group Investment Advisors LLC 0.01% Add +42.0% 13,861 $858K
Principal Securities, Inc. 0.03% Reduce -9.4% 13,530 $838K
Ameritas Advisory Services, LLC 0.03% Add +1.4% 13,910 $826K
Smith, Moore & Co. 0.09% Reduce -1.4% 13,328 $825K
Prime Capital Investment Advisors, LLC 0.01% Reduce -14.0% 13,142 $813K
Redhawk Wealth Advisors, Inc. 0.13% Add +4.5% 13,051 $808K
V2 Financial group LLC 0.55% Reduce -13.3% 13,000 $805K
WCG Wealth Advisors LLC 0.07% New 12,995 $804K
Kovack Advisors, Inc. 0.10% No change 12,912 $799K
Snowden Capital Advisors LLC 0.03% Reduce -4.9% 12,814 $793K
Coastal Bridge Advisors, LLC 0.18% No change 12,545 $777K
Stephens Inc. 0.01% Add +0.6% 12,335 $764K
Beacon Pointe Advisors, LLC 0.01% Reduce -2.6% 12,120 $750K
Shira Ridge Wealth Management 0.43% Reduce -3.4% 12,099 $749K
Cedar Brook Financial Partners, LLC 0.15% Add +24.9% 12,081 $748K
HFG Advisors, Inc. 0.66% No change 12,075 $747K
Cozad Asset Management Inc. 0.08% No change 11,890 $736K
D L Carlson Investment Group Inc. 0.14% Reduce -8.9% 11,622 $719K
Carnegie Investment Counsel 0.02% Add +4.5% 11,585 $717K
Apexium Financial, LP 0.05% Reduce -0.5% 11,390 $705K
SpiderRock Advisors, LLC 0.02% — 11,325 $690K
Acropolis Investment Management, LLC 0.04% No change 11,115 $688K
Sage Capital Management, LLC 0.37% Add +0.2% 11,064 $685K
U.S. Capital Wealth Advisors, LLC 0.03% No change 11,035 $683K
Waterloo Capital, L.P. 0.09% Add +0.3% 10,968 $679K
Kestra Private Wealth Services, LLC 0.02% Add +16.4% 10,850 $672K
Arkadios Wealth Advisors 0.05% No change 10,800 $669K
Blair William & Co. 0.00% No change 10,761 $666K
Axxcess Wealth Management, LLC 0.02% New 10,700 $662K
Financial Advocates Investment Management 0.04% New 6,489 $661K
Central Valley Advisors, LLC 0.34% Add +38.8% 10,588 $655K
Wedbush Securities Inc. 0.02% Reduce -19.2% 10,587 $655K
Rwa Wealth Partners, LLC 0.01% No change 10,539 $652K
Wesbanco Bank Inc. 0.02% No change 10,470 $648K
Wealthspire Advisors, LLC 0.01% Add +8.1% 10,438 $646K
Moors & Cabot, Inc. 0.04% Add +0.2% 10,413 $645K
Granite FO LLC 0.38% No change 9,767 $642K
Ancora Advisors LLC 0.01% No change 10,321 $639K
Transform Wealth, LLC 0.06% Reduce -50.5% 10,317 $639K
Heritage Wealth Advisors 0.03% Reduce -15.6% 10,300 $638K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -79.2% 2,340 $635K
SageView Advisory Group, LLC 0.03% Add +9.3% 5,907 $634K
American State Bank (Iowa) 0.42% No change 10,215 $632K
Tranquility Partners, LLC 0.24% Reduce -3.3% 10,200 $631K
Wealthspire Retirement, LLC 0.05% No change 10,190 $631K
Kellett Wealth Advisors, LLC 0.43% Add +3.4% 10,069 $623K
CFM Wealth Partners LLC 0.13% No change 10,060 $623K
Archer Investment Corp 0.19% No change 10,035 $621K
Mutual Advisors, LLC 0.02% Reduce -11.2% 10,003 $619K
Montag A & Associates Inc. 0.03% No change 10,000 $619K
Armor Investment Advisors, LLC 0.30% Reduce -12.8% 9,990 $618K
Cascade Wealth Advisors, Inc 0.53% — 10,580 $618K
CreativeOne Wealth, LLC 0.02% Add +137.8% 9,927 $614K
CIBC Private Wealth Group LLC 0.00% Add +3.6% 9,811 $602K
Gray Wealth Management Inc. 0.26% Reduce -15.8% 9,476 $587K
CX Institutional 0.03% New 9,370 $580K
Raymond James Trust N.A. 0.01% Add +3.5% 9,305 $576K
CWA Asset Management Group, LLC 0.03% Reduce -90.2% 9,183 $568K
Mill Creek Capital Advisors, LLC 0.02% Reduce -29.1% 9,180 $568K
NorthCoast Asset Management LLC 0.01% New 8,900 $551K
Stratos Wealth Partners, LTD. 0.01% Add +10.2% 8,830 $547K
Geneos Wealth Management Inc. 0.02% Reduce -3.7% 8,676 $537K
Round Rock Advisors LLC 0.13% No change 8,661 $536K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -0.6% 8,640 $535K
Cornerstone Wealth Management, LLC 0.04% Reduce -0.4% 8,594 $532K
Visionary Wealth Advisors 0.04% No change 8,545 $529K
MRA Advisory Group 0.31% Reduce -6.8% 8,410 $521K
Thomasville National Bank 0.04% No change 8,355 $517K
Millennium Capital Advisors, LLC 0.36% Add +5.8% 8,200 $508K
Daymark Wealth Partners, LLC 0.03% No change 8,085 $500K
Capital Advisory Group Advisory Services, LLC 0.24% Add +45.5% 8,073 $500K
Harbor Investment Advisory, LLC 0.05% No change 8,060 $499K
Key Client Fiduciary Advisors, LLC 0.26% Add +4.7% 7,976 $494K
Laidlaw Wealth Management LLC 0.28% Reduce -27.2% 7,965 $493K
Oppenheimer & Co. Inc. 0.01% Reduce -5.3% 7,908 $490K
Whittier Trust Co. of Nevada Inc. 0.01% No change 7,875 $487K
Aptus Capital Advisors, LLC 0.01% New 7,835 $485K
Savant Capital, LLC 0.01% Reduce -6.4% 7,753 $480K
Concourse Financial Group Securities, Inc. 0.03% No change 7,735 $479K
LCNB Corp. 0.17% No change 7,625 $472K
Comerica Bank 0.00% Reduce -26.0% 7,622 $472K
Two Sigma Securities, LLC 0.02% Reduce -7.4% 7,572 $469K
Summit Financial, LLC 0.03% New 7,566 $468K
Principle Wealth Partners LLC 0.04% No change 7,535 $466K
Spire Wealth Management 0.01% Reduce -0.5% 7,533 $466K
First Merchants Corp. 0.03% Reduce -5.8% 7,485 $463K
Blackston Financial Advisory Group, LLC 0.30% Reduce -26.3% 7,355 $455K
Keating Wealth Management LLC 0.27% No change 7,285 $451K
Apollon Wealth Management, LLC 0.01% Add +55.3% 7,251 $449K
Focus Financial Network, Inc. 0.02% — 7,603 $441K
Prio Wealth Limited Partnership 0.01% No change 7,075 $438K
Alterna Wealth Management, Inc. 0.35% No change 7,055 $437K
Waterway Wealth Management, LLC 0.19% Add +0.3% 7,011 $434K
Manchester Capital Management LLC 0.05% No change 7,005 $434K
North Star Investment Management Corp. 0.03% No change 7,000 $433K
HB Wealth Management, LLC 0.01% Add +10.1% 6,900 $427K
Summit X, LLC 0.11% Reduce -22.9% 6,838 $423K
Advisors Management Group Inc. 0.10% Reduce -2.3% 6,705 $415K
Continuum Wealth Advisors, LLC 0.23% No change 6,660 $412K
Concurrent Investment Advisors, LLC 0.02% Add +5.0% 6,659 $412K
First United Bank & Trust 0.15% Reduce -3.7% 6,545 $405K
Athena Investment Management 0.24% Reduce -0.1% 6,540 $405K
World Equity Group, Inc. 0.08% New 6,528 $404K
Eldridge Investment Advisors, Inc. 0.10% No change 6,511 $403K
Baker Avenue Asset Management, LP 0.02% No change 6,366 $394K
Eq LLC 0.24% Reduce -7.3% 6,280 $389K
Keebeck Wealth Management 0.06% Reduce -0.4% 6,250 $387K
Procyon Advisors, LLC 0.03% No change 6,250 $387K
Arrowroot Family Office, LLC 0.25% Reduce -0.6% 6,214 $385K
Palisades Hudson Asset Management, L.P. 0.17% Add +0.2% 6,180 $383K
Franklin Resources Inc. 0.00% No change 6,125 $379K
CIC Wealth, LLC 0.11% Reduce -43.5% 5,985 $370K
Lwmg, LLC 0.09% Add +65.9% 5,973 $370K
PFG Advisors 0.03% Add +8.8% 5,923 $367K
Evergreen Capital Management LLC 0.01% No change 5,816 $360K
Sandy Spring Bank 0.02% Add +3.0% 5,755 $356K
Mesirow Financial Investment Management, Inc. 0.01% Add +48.0% 5,728 $355K
Graves Light Lenhart Wealth, Inc. 0.04% Reduce -22.2% 5,690 $352K
Capital Investment Advisory Services, LLC 0.04% Reduce -7.9% 5,688 $352K
Weaver Consulting Group 0.13% No change 5,660 $350K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 5,625 $348K
Jones Financial Companies LLLP 0.00% Add +5184.8% 5,549 $343K
IHT Wealth Management, LLC 0.01% Reduce -1.9% 5,544 $343K
Colorado Capital Management, Inc. 0.20% No change 5,455 $338K
Ieq Capital, LLC 0.00% No change 5,460 $338K
Bristlecone Advisors, LLC 0.03% Add +38.0% 5,450 $337K
Financial Counselors Inc. 0.01% No change 5,400 $334K
Gryphon Financial Partners LLC 0.06% No change 5,380 $333K
Tiaa Trust, National Association 0.00% Reduce -12.2% 5,380 $333K
Modera Wealth Management, LLC 0.01% Reduce -7.5% 5,376 $333K
Certuity, LLC 0.03% New 5,325 $330K
Koshinski Asset Management, Inc. 0.03% New 5,266 $326K
Christensen, King & Associates Investment Services, Inc. 0.16% No change 5,261 $326K
Adell Harriman & Carpenter Inc. 0.03% Reduce -4.5% 5,250 $325K
Red Door Wealth Management, LLC 0.06% No change 5,235 $324K
Garrison Point Advisors, LLC 0.20% Reduce -1.1% 5,140 $318K
D.A. Davidson & Co. 0.00% Reduce -16.0% 5,115 $317K
ShoreHaven Wealth Partners, LLC 0.17% Reduce -9.4% 5,115 $317K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -14.4% 5,026 $311K
Essex Financial Services, Inc. 0.03% New 5,010 $310K
Roof Eidam Maycock Peralta, LLC 0.09% No change 5,000 $310K
Meridian Management Co. 0.08% No change 5,000 $310K
Clifford Swan Investment Counsel LLC 0.01% No change 5,000 $310K
Banque Pictet & Cie SA 0.00% No change 5,000 $310K
Merit Financial Group, LLC 0.01% New 5,171 $306K
Focus Partners Advisor Solutions, LLC 0.01% Add +7.9% 4,911 $304K
Keel Point, LLC 0.03% Reduce -65.3% 4,852 $300K
Flputnam Investment Management Co. 0.01% Add +4.2% 4,845 $300K
First Heartland Consultants, Inc. 0.03% Add +0.4% 4,778 $296K
Harbour Trust & Investment Management Co 0.04% Reduce -10.0% 4,750 $294K
Ignite Planners, LLC 0.08% No change 4,774 $293K
Family Firm, Inc. 0.07% Add +0.3% 4,712 $292K
Steele Capital Management, Inc. 0.02% Add +16.1% 4,700 $291K
M&T Bank Corp 0.00% No change 4,670 $289K
Financial Life Advisors 0.12% Reduce -67.1% 4,660 $288K
CoreCap Advisors, LLC 0.02% New 4,640 $287K
Mendel Capital Management LLC 0.19% Reduce -2.2% 4,637 $287K
Chicago Partners Investment Group LLC 0.01% No change 4,784 $283K
KKM Financial LLC 0.14% Reduce -1.6% 4,540 $281K
Sonata Capital Group Inc. 0.13% No change 4,500 $279K
Cascade Investment Group, Inc. 0.21% No change 4,500 $279K
Brookstone Capital Management 0.00% Add +23.2% 4,471 $277K
Derbend Asset Management 0.14% Reduce -1.5% 4,463 $276K
PCA Investment Advisory Services Inc. 0.15% No change 4,441 $275K
Level Four Advisory Services, LLC 0.01% Reduce -80.0% 952 $272K
Global Retirement Partners, LLC 0.01% Reduce -58.4% 4,335 $268K
Caldwell Sutter Capital, Inc. 0.13% No change 4,265 $264K
Allworth Financial LP 0.00% Add +5.4% 4,241 $263K
Cerity Partners LLC 0.00% No change 4,149 $257K
Tyler-Stone Wealth Management 0.11% Reduce -24.2% 4,147 $257K
PFG Investments, LLC 0.02% New 4,119 $255K
Butensky & Cohen Financial Security, Inc. 0.08% Reduce -12.9% 4,085 $253K
Marshall Financial Group, LLC 0.07% Add +0.1% 4,046 $250K
Sunburst Financial Group, LLC 0.07% No change 4,050 $249K
Park National Corp. 0.01% No change 4,000 $248K
IFP Advisors, Inc 0.01% Reduce -21.8% 3,975 $246K
Householder Group Estate & Retirement Specialist, LLC 0.07% Reduce -1.8% 3,967 $246K
Capital CS Group, LLC 0.25% New 3,965 $245K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 3,950 $245K
Aurora Private Wealth, Inc. 0.21% Reduce -3.8% 3,968 $244K
Trillium Asset Management, LLC 0.01% No change 3,940 $244K
Verus Capital Partners, LLC 0.03% New 3,930 $243K
Keystone Wealth Services, LLC 0.08% No change 3,925 $243K
Arbor Investment Advisors, LLC 0.04% Add +3.2% 3,900 $241K
Caldwell Trust Co 0.03% Reduce -17.6% 3,890 $241K
Objective Capital Management, LLC 0.16% No change 3,878 $240K
Pavion Blue Capital, LLC 0.12% No change 3,875 $240K
Nilsine Partners, LLC 0.03% No change 3,865 $239K
KCM Investment Advisors LLC 0.01% No change 3,835 $237K
Patten & Patten Inc. 0.02% Reduce -8.9% 3,825 $237K
Summit Financial Strategies, Inc. 0.03% No change 3,820 $236K
Fort Sheridan Advisors LLC 0.04% No change 3,810 $236K
Clare Market Investments LLC 0.07% No change 3,750 $232K
Narwhal Capital Management 0.02% No change 3,750 $232K
Guidance Point Advisors, LLC 0.08% Add +0.6% 3,722 $231K
Kaydan Wealth Management, Inc. 0.08% No change 3,681 $228K
REDW Wealth LLC 0.06% No change 3,655 $226K
Pinnacle Wealth Management Advisory Group, LLC 0.02% No change 3,600 $223K
Smith Salley Wealth Management 0.02% No change 3,510 $217K
Quantinno Capital Management LP 0.00% New 3,500 $217K
AMG National Trust Bank 0.01% No change 3,505 $217K
Berkeley Capital Partners, LLC 0.07% New 3,500 $217K
Qube Research & Technologies Ltd 0.00% Reduce -80.8% 3,496 $216K
Collaborative Wealth Managment Inc. 0.11% Reduce -4.4% 3,470 $215K
AdvisorNet Financial, Inc 0.02% No change 3,467 $215K
Harbour Investments, Inc. 0.01% Reduce -45.1% 3,454 $214K
Creative Financial Designs Inc. 0.02% Add +0.2% 3,386 $210K
O'shaughnessy Asset Management, LLC 0.00% No change 3,375 $209K
GM Advisory Group, LLC 0.01% New 3,368 $208K
One Wealth Advisors, LLC 0.04% Reduce -40.3% 3,340 $207K
Plante Moran Financial Advisors, LLC 0.02% No change 3,335 $206K
Parallel Advisors, LLC 0.01% Reduce -3.8% 3,097 $192K
Front Row Advisors LLC 0.07% No change 3,070 $190K
WASHINGTON TRUST Co 0.01% No change 2,980 $184K
Family Asset Management, LLC 0.11% Reduce -9.8% 2,895 $179K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 2,425 $150K
Benjamin F. Edwards & Company, Inc. 0.00% No change 2,395 $148K
Hanson & Doremus Investment Management 0.03% No change 2,370 $147K
Sage Mountain Advisors LLC 0.01% No change 2,300 $142K
GPS Wealth Strategies Group, LLC 0.02% No change 2,215 $137K
Key Financial Inc 0.03% No change 2,147 $133K
Cranbrook Wealth Management, LLC 0.03% No change 2,130 $132K
Nemes Rush Group LLC 0.02% No change 2,090 $129K
Lanark Financial, Inc. 0.01% No change 2,085 $129K
Centaurus Financial, Inc. 0.01% No change 2,090 $129K
BlackRock Inc. 0.00% Reduce -13.2% 2,040 $126K
BigSur Wealth Management LLC 0.04% No change 2,000 $124K
M&R Capital Management Inc. 0.03% No change 2,000 $124K
Accordant Advisory Group Inc 0.09% — 1,940 $120K
BNP Paribas Financial Markets 0.00% Add +12.8% 1,804 $112K
Tidemark, LLC 0.06% Add +142.1% 1,707 $106K
AlphaMark Advisors, LLC 0.04% Reduce -1.5% 1,665 $103K
Realta Investment Advisors 0.02% New 1,660 $103K
MTM Investment Management, LLC 0.04% No change 1,625 $101K
Signaturefd, LLC 0.00% Reduce -5.0% 1,620 $100K
First Horizon Advisors, Inc. 0.00% No change 1,590 $98K
LRI Investments, LLC 0.02% — 1,525 $94K
Farther Finance Advisors, LLC 0.01% Reduce -34.3% 1,531 $94K
Avior Wealth Management, LLC 0.00% Add +543.4% 1,512 $94K
MGB Wealth Management, LLC 0.04% No change 1,500 $93K
Tsfg, LLC 0.02% Reduce -3.6% 1,350 $84K
Angeles Wealth Management, LLC 0.01% No change 1,330 $82K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,250 $77K
Sugarloaf Wealth Management, LLC 0.02% No change 1,180 $73K
Continuum Advisory, LLC 0.01% New 1,200 $72K
Russell Investments Group, Ltd. 0.00% Reduce -5.5% 1,129 $70K
CVA Family Office, LLC 0.01% No change 1,035 $64K
Perritt Capital Management Inc 0.03% Add +0.5% 1,005 $62K
Transcendent Capital Group LLC 0.04% No change 1,000 $62K
Ransom Advisory, Ltd 0.03% — 1,000 $62K
Salomon & Ludwin, LLC 0.01% No change 1,000 $62K
Davis Capital Management 0.05% Reduce -2.0% 1,000 $61K
HHM Wealth Advisors, LLC 0.01% No change 890 $55K
Duncker Streett & Co. Inc. 0.01% Reduce -54.0% 850 $53K
EverSource Wealth Advisors, LLC 0.00% No change 835 $49K
Frazier Financial Advisors, LLC 0.04% No change 790 $49K
PSI Advisors, LLC 0.02% Reduce -0.4% 787 $49K
New Republic Capital, LLC 0.03% Reduce -3.7% 785 $49K
NFSG Corp 0.02% Add +0.5% 779 $48K
Family Manage LLC 0.01% No change 750 $46K
Rothschild Investment LLC 0.00% No change 675 $42K
Redmont Wealth Advisors LLC 0.06% New 645 $40K
Northwest Capital Management Inc 0.01% Reduce -79.2% 643 $40K
Westside Investment Management, Inc. 0.01% Add +8.6% 641 $40K
Pacifica Partners Inc. 0.02% Add +296.9% 635 $39K
Hazlett, Burt & Watson, Inc. 0.02% No change 585 $36K
Compass Wealth Management LLC 0.01% No change 575 $36K
Old Second National Bank of Aurora 0.01% No change 545 $34K
LifeSteps Financial, Inc. 0.02% New 500 $31K
Bellevue Asset Management, LLC 0.02% No change 500 $31K
Truvestments Capital LLC 0.01% No change 500 $31K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 500 $31K
Rise Advisors, LLC 0.02% Add +0.7% 463 $29K
CENTRAL TRUST Co 0.00% Reduce -8.0% 460 $28K
FAS Wealth Partners, Inc. 0.00% Add +30.0% 455 $28K
Hilltop National Bank 0.01% — 425 $26K
Allianz SE 0.00% — 425 $26K
Tanglewood Legacy Advisors, LLC 0.01% Reduce -55.9% 410 $25K
Compagnie Lombard Odier SCmA 0.00% No change 405 $25K
Cherry Tree Wealth Management, LLC 0.01% No change 375 $23K
Carmichael Hill & Associates, Inc. 0.01% No change 360 $22K
First Personal Financial Services 0.01% No change 345 $21K
Glenmede Trust Co. NA 0.00% No change 345 $21K
JFS Wealth Advisors, LLC 0.00% No change 340 $21K
Evermay Wealth Management LLC 0.00% No change 330 $20K
Founders Financial Alliance, LLC 0.01% No change 325 $20K
Spectrum Wealth Counsel, LLC 0.00% No change 325 $20K
Asset Dedication, LLC 0.00% No change 330 $20K
Kelly Financial Services LLC 0.01% Reduce -30.3% 310 $19K
Clear Point Advisors Inc. 0.02% No change 310 $19K
Hollencrest Capital Management 0.00% No change 305 $19K
Missouri Trust & Investment Co 0.01% No change 300 $19K
HighMark Wealth Management LLC 0.01% No change 300 $19K
EPG Wealth Management LLC 0.00% No change 275 $17K
Hartford Financial Management Inc. 0.00% No change 255 $16K
Aberdeen Wealth Management LLC 0.01% No change 250 $15K
Dagco, Inc. 0.01% New 250 $15K
Highline Wealth Partners LLC 0.01% No change 220 $14K
WR Wealth Planners, LLC 0.00% New 220 $14K
Whittier Trust Co. 0.00% No change 220 $14K
IAG Wealth Partners, LLC 0.00% No change 205 $13K
Colonial Trust Advisors 0.00% No change 185 $11K
Beacon Capital Management, LLC 0.00% Add +9.1% 180 $11K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 170 $11K
Optimum Investment Advisors 0.00% No change 165 $10K
Provident Wealth Management, LLC 0.00% New 160 $10K
Coston, McIsaac & Partners 0.00% Add +2.6% 159 $9K
Capital Analysts, LLC 0.00% No change 150 $9K
SouthState Bank Corp 0.00% No change 115 $7K
Penserra Capital Management LLC 0.00% New 125 $7K
Register Financial Advisors LLC 0.00% New 100 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $6K
Bessemer Group Inc. 0.00% No change 90 $6K
American Capital Advisory, LLC 0.00% New 20 $5K
Turtle Creek Wealth Advisors, LLC 0.00% New 70 $4K
Anchor Investment Management, LLC 0.00% No change 65 $4K
Mascoma Wealth Management LLC 0.00% No change 55 $3K
Cassady Schiller Wealth Management, LLC 0.00% No change 50 $3K
Adirondack Trust Co. 0.00% No change 50 $3K
Larson Financial Group LLC 0.00% Reduce -4.4% 43 $3K
Blue Trust, Inc. 0.00% No change 35 $2K
Private Trust Co. NA 0.00% New 25 $2K
Viewpoint Capital Management LLC 0.00% No change 20 $1K
Rosenberg Matthew Hamilton 0.00% No change 15 $921
FPC Investment Advisory, Inc. 0.00% — 5 $296

"% 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.