iShares U.S. Healthcare ETFIYHETF

13F holders, Q2 2024 (June 30)
493holders +11
44new positions
40sold out
2famous investors
$61.24avg. 13F price*

At the end of Q2 2024, 493 institutions reported holding iShares U.S. Healthcare ETF (IYH) in their 13F filings, up 11 from Q1 2024. 44 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($131.6M), Bank of America Corp. ($113.9M) and LPL Financial LLC ($94.6M). 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 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 → Q2 2024

InstitutionsTotal Value
New Positions44$54.2M
Exits40$185.3M

All 13F filers, Q1 2024 → Q2 2024: 2,324,085 shares bought and 5,256,479 shares sold, net −2,932,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 493 holders

Morgan Stanley 0.01% Reduce -34.9% 2,147,375 $131.6M
Bank of America Corp. 0.01% Add +5.3% 1,859,350 $113.9M
LPL Financial LLC 0.05% Add +0.8% 1,543,365 $94.6M
UBS Group AG 0.03% Reduce -0.8% 1,482,009 $90.8M
Royal Bank of Canada 0.02% Add +47.7% 1,294,080 $79.3M
Northwestern Mutual Wealth Management Co. 0.07% Reduce -18.3% 1,190,013 $72.9M
Wells Fargo & Company 0.02% Reduce -7.6% 1,012,053 $62.0M
PGIM Custom Harvest LLC 1.24% Add +78.5% 907,503 $55.6M
Goldman Sachs Group Inc. 0.01% Reduce -1.9% 498,238 $30.5M
Osaic Holdings, Inc. 0.07% Reduce -5.0% 471,941 $28.9M
Perbak Capital Partners LLP 7.75% New 427,851 $26.2M
Raymond James & Associates 0.02% Reduce -8.5% 427,768 $26.2M
Commonwealth Equity Services, LLC 0.04% Add +3.2% 407,087 $24.9M
Oakworth Capital, Inc. 1.76% Add +0.3% 393,851 $24.1M
Bellwether Advisors, LLC 4.84% Reduce -33.5% 376,352 $23.1M
Ameriprise Financial Inc. 0.01% Reduce -4.5% 364,752 $22.4M
Kestra Advisory Services, LLC 0.12% Add +0.3% 339,776 $20.6M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -30.6% 327,762 $20.1M
HighTower Advisors, LLC 0.03% Reduce -2.2% 302,777 $18.6M
Consolidated Capital Management, LLC 8.09% Add +39.1% 275,932 $16.9M
JPMorgan Chase & Co. 0.00% Add +11.5% 202,124 $12.4M
OneDigital Investment Advisors LLC 0.13% Add +10.3% 171,470 $10.5M
Royal Fund Management, LLC 1.40% Reduce -3.7% 169,683 $10.4M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -1.1% 151,771 $9.3M
Cetera Investment Advisers 0.02% Reduce -18.9% 151,271 $9.3M
Thrivent Financial for Lutherans 0.02% Add +0.9% 137,929 $8.5M
Peapack Gladstone Financial Corp. 0.13% Reduce -2.0% 137,189 $8.4M
Wealth Enhancement Advisory Services, LLC 0.02% Add +9.4% 128,602 $7.9M
Great Lakes Advisors, LLC 0.07% Add +0.1% 127,596 $7.8M
Susquehanna International Group, LLP 0.01% New 119,939 $7.3M
Envestnet Asset Management Inc. 0.00% Reduce -1.6% 117,046 $7.2M
United Capital Financial Advisors, LLC 0.06% Reduce -2.3% 115,433 $7.1M
Private Advisor Group, LLC 0.05% Add +29.4% 111,105 $6.8M
First Citizens Financial Corp 4.02% Add +0.0% 110,781 $6.8M
Sowa Financial Group, Inc. 5.05% Add +254.6% 108,907 $6.7M
GTS Securities LLC 0.14% New 107,163 $6.6M
SP Asset Management LLC 0.57% Add +0.1% 102,457 $6.3M
Stillwater Capital Advisors, LLC 0.85% Reduce -1.3% 99,666 $6.1M
Bank of Montreal 0.00% Add +4.0% 98,295 $6.1M
Etfidea, LLC 2.02% Add +1.0% 97,358 $6.0M
Jane Street Group, LLC 0.01% Add +296.1% 95,687 $5.9M
Sanctuary Advisors, LLC 0.04% — 97,971 $5.7M
Steward Partners Investment Advisory, LLC 0.05% Add +0.2% 81,525 $5.0M
Pettyjohn, Wood & White, Inc. 0.95% Reduce -2.9% 79,635 $4.9M
Capital Investment Advisors, LLC 0.11% Reduce -1.1% 78,863 $4.8M
Arkansas Financial Group, Inc. 0.80% Add +4.8% 73,314 $4.5M
MML Investors Services, LLC 0.02% Reduce -10.9% 70,995 $4.3M
Rockefeller Capital Management L.P. 0.01% Add +3.7% 65,666 $4.0M
Stifel Financial Corp. 0.00% Reduce -2.1% 64,410 $3.9M
PNC Financial Services Group, Inc. 0.00% Reduce -8.1% 63,096 $3.9M
Citadel Advisors 0.00% Add +20.0% 61,558 $3.8M
HC Advisors, LLC 3.47% Add +8.9% 61,400 $3.8M
Citigroup Inc. 0.00% No change 61,345 $3.8M
Mariner, LLC 0.01% Add +0.2% 60,266 $3.7M
National Bank of Canada 0.01% Reduce -1.2% 58,316 $3.5M
Perigon Wealth Management, LLC 0.10% Add +41.5% 57,786 $3.5M
Sheridan Capital Management, LLC 2.57% Reduce -2.1% 56,655 $3.5M
Advisory Services Network, LLC 0.07% Reduce -1.5% 55,316 $3.4M
National Philanthropic Trust 0.06% No change 54,440 $3.3M
Truist Financial Corp. 0.00% Reduce -13.3% 52,816 $3.2M
Two Sigma Investments, LP 0.01% New 51,800 $3.2M
Deutsche Bank AG 0.00% No change 51,615 $3.2M
Arrien Investments, Inc. 2.47% Reduce -2.9% 51,478 $3.2M
Rainey & Randall Wealth Advisors Inc. 0.74% Add +6.3% 51,202 $3.1M
Equitable Holdings, Inc. 0.03% Reduce -0.8% 49,652 $3.0M
Independent Financial Group, LLC 0.12% Add +2.5% 49,215 $3.0M
Mine & Arao Wealth Creation & Management, LLC. 1.37% Add +1.8% 45,848 $2.8M
Park Avenue Securities LLC 0.03% Add +23.6% 44,813 $2.7M
Integrated Wealth Concepts LLC 0.04% Reduce -12.6% 44,769 $2.7M
Creative Planning 0.00% Reduce -2.3% 44,243 $2.7M
Cibc World Market Inc. 0.01% Add +5.4% 43,778 $2.7M
CW Advisors, LLC 0.04% Reduce -29.6% 42,963 $2.6M
Conservest Capital Advisors, Inc. 0.28% No change 41,474 $2.6M
Empirical Asset Management, LLC 0.94% Add +19.6% 40,720 $2.5M
Audent Global Asset Management, LLC 2.58% Reduce -2.8% 40,479 $2.5M
Vishria Bird Financial Group, LLC 1.04% Reduce -0.5% 40,400 $2.5M
FMR LLC 0.00% Add +4.3% 36,468 $2.2M
Lido Advisors, LLC 0.02% Reduce -5.5% 35,673 $2.2M
Johnson Investment Counsel Inc. 0.02% Add +1.6% 35,175 $2.2M
IFG Advisory, LLC 0.14% Reduce -4.7% 34,491 $2.1M
Sigma Planning Corp 0.07% Reduce -26.8% 34,214 $2.1M
Janney Montgomery Scott LLC 0.01% Reduce -5.0% 33,856 $2.1M
Corrado Advisors, LLC 1.31% Add +3.0% 33,152 $2.0M
Atria Wealth Solutions, Inc. 0.02% Reduce -20.7% 31,671 $1.9M
Essex LLC 0.43% Reduce -6.7% 31,463 $1.9M
Glenview Trust Co 0.04% Reduce -8.3% 31,030 $1.9M
Jones Financial Companies LLLP 0.00% Add +455.1% 30,805 $1.9M
Prospera Financial Services Inc 0.05% Add +6.4% 30,168 $1.8M
Mandatum Life Insurance Co Ltd 0.62% Reduce -1.0% 30,043 $1.8M
Aua Capital Management, LLC 1.10% No change 29,785 $1.8M
Creekmur Asset Management LLC 0.47% Add +4.4% 29,522 $1.8M
Oxinas Partners, LLC 1.19% Reduce -20.8% 29,245 $1.8M
MMBG Investment Advisors Co. 0.19% No change 29,125 $1.8M
Baird Financial Group, Inc. 0.00% Reduce -5.8% 27,965 $1.7M
Laurel Wealth Advisors LLC 0.30% Add +4.5% 27,827 $1.7M
US Bancorp \de 0.00% Add +4.1% 27,774 $1.7M
Avantax Advisory Services, Inc. 0.01% Reduce -22.5% 27,692 $1.7M
J.W. Cole Advisors, Inc. 0.08% Add +3.8% 27,119 $1.7M
Captrust Financial Advisors 0.01% Reduce -0.1% 27,064 $1.7M
Northeast Financial Consultants Inc 0.07% Reduce -7.7% 26,525 $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 493 holders