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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $54.2M |
| Exits | 40 | $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 |
| Corient Private Wealth LP | 0.00% | Reduce -7.9% | 26,167 | $1.6M |
| Smartleaf Asset Management LLC | 0.26% | New | 26,087 | $1.6M |
| Merkkuri Wealth Advisors LLC | 1.43% | — | 25,348 | $1.6M |
| My Personal CFO, LLC | 0.81% | No change | 24,750 | $1.5M |
| Money Concepts Capital Corp. | 0.13% | Reduce -9.3% | 24,540 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.1% | 24,021 | $1.5M |
| NWF Advisory Services Inc. | 0.23% | Add +2.7% | 23,707 | $1.5M |
| Gsa Capital Partners LLP | 0.10% | Reduce -25.1% | 23,610 | $1.4M |
| Northern Trust Corp. | 0.00% | Add +11.3% | 23,570 | $1.4M |
| Mgo One Seven LLC | 0.07% | Add +8.4% | 23,477 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +1.8% | 23,384 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.11% | Reduce -4.1% | 23,137 | $1.4M |
| Indie Asset Partners, LLC | 1.12% | Add +7.0% | 22,975 | $1.4M |
| Simmons Bank | 0.11% | No change | 22,805 | $1.4M |
| Choreo, LLC | 0.02% | Add +48.1% | 22,765 | $1.4M |
| Commerce Bank | 0.01% | No change | 22,600 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +6.7% | 21,956 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -12.4% | 21,657 | $1.3M |
| Debussy Capital Management LP | 0.37% | Add +0.5% | 21,418 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +6.1% | 20,847 | $1.3M |
| SOA Wealth Advisors, LLC. | 0.26% | Reduce -11.7% | 20,744 | $1.3M |
| Planning Directions Inc. | 0.86% | Reduce -8.7% | 20,696 | $1.3M |
| Dentgroup LLC | 1.02% | Reduce -0.6% | 20,603 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | No change | 20,600 | $1.3M |
| NorthRock Partners, LLC | 0.05% | Reduce -0.8% | 20,585 | $1.3M |
| Citizens Financial Group Inc. | 0.03% | Add +1.8% | 20,268 | $1.2M |
| Cwm, LLC | 0.01% | Reduce -18.6% | 19,499 | $1.2M |
| Wealthspire Advisors, LLC | 0.02% | Add +86.5% | 19,462 | $1.2M |
| Scotia Capital Inc. | 0.01% | Reduce -1.4% | 18,670 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -2.3% | 18,380 | $1.1M |
| Regal Investment Advisors LLC | 0.07% | Reduce -0.2% | 17,973 | $1.1M |
| Fifth Third Securities, Inc. | 0.10% | New | 17,332 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.38% | Add +2.5% | 17,214 | $1.1M |
| MAI Capital Management | 0.01% | Add +1.8% | 17,108 | $1.0M |
| Arkadios Wealth Advisors | 0.07% | Add +58.2% | 17,082 | $1.0M |
| Bond & Devick Financial Network, Inc. | 0.56% | Add +4.2% | 16,935 | $1.0M |
| WESPAC Advisors, LLC | 0.81% | Reduce -23.4% | 16,865 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.10% | Reduce -1.3% | 16,850 | $1.0M |
| Rollins Financial Advisors, LLC | 0.18% | Reduce -14.7% | 16,740 | $1.0M |
| Sowell Financial Services LLC | 0.05% | Reduce -0.9% | 16,729 | $1.0M |
| Worth Financial Advisory Group, LLC | 0.66% | Add +4.9% | 16,498 | $1.0M |
| Kennicott Capital Management LLC | 0.42% | No change | 16,490 | $1.0M |
| Sunbelt Securities, Inc. | 0.10% | Add +0.2% | 16,410 | $1.0M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -2.5% | 16,373 | $1.0M |
| Aft, Forsyth & Company, Inc. | 0.49% | Add +2.1% | 16,223 | $994K |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.3% | 15,836 | $971K |
| Silvia McColl Wealth Management, LLC | 0.80% | No change | 15,800 | $968K |
| Counterweight Ventures, LLC | 0.73% | Add +1.4% | 15,790 | $967K |
| Fort Point Capital Partners LLC | 0.12% | Add +0.0% | 15,641 | $958K |
| Qube Research & Technologies Ltd | 0.00% | Add +343.0% | 15,487 | $949K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.0% | 15,333 | $940K |
| WCG Wealth Advisors LLC | 0.07% | Add +13.1% | 14,695 | $900K |
| Tritonpoint Wealth, LLC | 0.09% | Reduce -3.5% | 14,655 | $898K |
| Cresset Asset Management, LLC | 0.00% | Add +2.9% | 14,516 | $889K |
| Ameritas Advisory Services, LLC | 0.03% | Add +4.2% | 14,497 | $888K |
| Haverford Trust Co | 0.01% | No change | 14,270 | $874K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.6% | 14,087 | $863K |
| American Financial Advisors, LLC | 0.12% | Reduce -25.7% | 13,521 | $828K |
| V2 Financial group LLC | 0.55% | No change | 13,000 | $819K |
| Smith, Moore & Co. | 0.08% | Add +0.0% | 13,329 | $817K |
| Summit Financial, LLC | 0.04% | Add +74.0% | 13,161 | $806K |
| Redhawk Wealth Advisors, Inc. | 0.12% | Add +0.8% | 13,152 | $806K |
| Wedbush Securities Inc. | 0.03% | Add +20.1% | 12,716 | $779K |
| Pathstone Holdings, LLC | 0.00% | Reduce -21.5% | 12,602 | $772K |
| Marshall Wace, LLP | 0.00% | New | 12,487 | $765K |
| Kovack Advisors, Inc. | 0.08% | Reduce -3.3% | 12,487 | $765K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 12,437 | $762K |
| Stephens Inc. | 0.01% | Add +0.5% | 12,390 | $759K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -4.6% | 12,219 | $749K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -44.6% | 12,208 | $748K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -8.9% | 11,967 | $733K |
| Cozad Asset Management Inc. | 0.07% | No change | 11,890 | $729K |
| Principal Securities, Inc. | 0.02% | Reduce -12.7% | 11,808 | $723K |
| Shira Ridge Wealth Management | 0.40% | Reduce -3.3% | 11,701 | $717K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -22.6% | 11,688 | $716K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -56.6% | 11,560 | $708K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.4% | 11,547 | $707K |
| Cerity Partners LLC | 0.00% | Add +177.4% | 11,511 | $705K |
| Apexium Financial, LP | 0.05% | No change | 11,390 | $698K |
| Axxcess Wealth Management, LLC | 0.02% | Add +6.3% | 11,375 | $697K |
| SpiderRock Advisors, LLC | 0.02% | No change | 11,325 | $694K |
| Quantinno Capital Management LP | 0.01% | Add +223.1% | 11,307 | $693K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +373.9% | 11,089 | $679K |
| Sage Capital Management, LLC | 0.36% | Add +0.2% | 11,084 | $679K |
| Waterloo Capital, L.P. | 0.08% | Add +0.2% | 10,991 | $673K |
| Blair William & Co. | 0.00% | Add +2.0% | 10,981 | $673K |
| Acropolis Investment Management, LLC | 0.04% | Reduce -4.7% | 10,590 | $649K |
| Carnegie Investment Counsel | 0.02% | Reduce -8.6% | 10,586 | $649K |
| D L Carlson Investment Group Inc. | 0.12% | Reduce -9.6% | 10,502 | $643K |
| Moors & Cabot, Inc. | 0.03% | Add +0.3% | 10,439 | $640K |
| Wesbanco Bank Inc. | 0.02% | Reduce -0.8% | 10,385 | $636K |
| Ancora Advisors LLC | 0.02% | No change | 10,321 | $632K |
| Mutual Advisors, LLC | 0.02% | Add +0.3% | 10,034 | $632K |
| Heritage Wealth Advisors | 0.03% | No change | 10,300 | $631K |
| American State Bank (Iowa) | 0.40% | No change | 10,215 | $626K |
| Tranquility Partners, LLC | 0.24% | No change | 10,200 | $625K |
| Wealthspire Retirement, LLC | 0.05% | No change | 10,190 | $624K |
| Daymark Wealth Partners, LLC | 0.03% | Add +25.9% | 10,179 | $624K |
| Comerica Bank | 0.00% | Add +32.9% | 10,129 | $621K |
| CFM Wealth Partners LLC | 0.11% | No change | 10,060 | $616K |
| Oxford Financial Group, LTD. LLC | 0.04% | New | 10,055 | $616K |
| Archer Investment Corp | 0.18% | Add +0.0% | 10,036 | $615K |
| Montag A & Associates Inc. | 0.03% | No change | 10,000 | $613K |
| Armor Investment Advisors, LLC | 0.28% | No change | 9,990 | $612K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -10.2% | 9,905 | $607K |
| Granite FO LLC | 0.38% | Add +0.0% | 9,768 | $598K |
| HRT Financial LP | 0.00% | New | 9,708 | $594K |
| Gray Wealth Management Inc. | 0.25% | Add +0.0% | 9,478 | $581K |
| Coastal Bridge Advisors, LLC | 0.14% | Reduce -24.9% | 9,415 | $577K |
| Symphony Financial Services, Inc. | 0.49% | — | 9,374 | $569K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.6% | 9,363 | $568K |
| Transform Wealth, LLC | 0.04% | Reduce -11.0% | 9,178 | $562K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -14.2% | 9,039 | $554K |
| NorthCoast Asset Management LLC | 0.00% | No change | 8,900 | $545K |
| Raymond James Trust N.A. | 0.01% | Reduce -4.6% | 8,877 | $544K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -3.5% | 8,855 | $543K |
| Geneos Wealth Management Inc. | 0.02% | Add +1.6% | 8,813 | $540K |
| Oppenheimer & Co. Inc. | 0.01% | Add +11.1% | 8,783 | $538K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.5% | 8,613 | $528K |
| MRA Advisory Group | 0.29% | Add +0.1% | 8,416 | $516K |
| Thomasville National Bank | 0.04% | No change | 8,355 | $512K |
| Capital Advisory Group Advisory Services, LLC | 0.22% | Add +2.5% | 8,276 | $507K |
| Csenge Advisory Group | 0.03% | Reduce -73.7% | 8,264 | $506K |
| Millennium Capital Advisors, LLC | 0.33% | No change | 8,200 | $502K |
| Procyon Advisors, LLC | 0.04% | Add +30.2% | 8,140 | $499K |
| Harbor Investment Advisory, LLC | 0.05% | No change | 8,060 | $494K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -6.9% | 8,043 | $493K |
| Key Client Fiduciary Advisors, LLC | 0.25% | Add +0.2% | 7,991 | $490K |
| Laidlaw Wealth Management LLC | 0.27% | No change | 7,965 | $488K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,875 | $483K |
| Savant Capital, LLC | 0.00% | Add +1.0% | 7,828 | $480K |
| Navellier & Associates Inc. | 0.06% | New | 7,824 | $479K |
| Concourse Financial Group Securities, Inc. | 0.03% | No change | 7,735 | $474K |
| Principle Wealth Partners LLC | 0.04% | No change | 7,535 | $462K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -39.3% | 7,355 | $451K |
| Visionary Wealth Advisors | 0.03% | Reduce -14.4% | 7,312 | $448K |
| &partners | 0.02% | New | 7,288 | $447K |
| First Merchants Corp. | 0.02% | Reduce -4.0% | 7,185 | $440K |
| Spire Wealth Management | 0.02% | Reduce -5.3% | 7,135 | $437K |
| Alterna Wealth Management, Inc. | 0.38% | No change | 7,055 | $432K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -4.8% | 6,902 | $423K |
| Keel Point, LLC | 0.04% | Add +36.5% | 6,623 | $422K |
| Summit X, LLC | 0.09% | Add +0.3% | 6,862 | $421K |
| Prio Wealth Limited Partnership | 0.01% | Reduce -3.2% | 6,850 | $420K |
| Manchester Capital Management LLC | 0.05% | Reduce -3.2% | 6,779 | $415K |
| Advisors Management Group Inc. | 0.10% | No change | 6,705 | $411K |
| Lwmg, LLC | 0.09% | Add +12.1% | 6,697 | $410K |
| Continuum Wealth Advisors, LLC | 0.21% | No change | 6,660 | $408K |
| Focus Financial Network, Inc. | 0.02% | Reduce -15.3% | 6,440 | $407K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -22.9% | 6,630 | $406K |
| Athena Investment Management | 0.24% | No change | 6,540 | $401K |
| Eldridge Investment Advisors, Inc. | 0.10% | No change | 6,511 | $399K |
| North Star Investment Management Corp. | 0.03% | Reduce -7.8% | 6,455 | $395K |
| First United Bank & Trust | 0.15% | Reduce -2.0% | 6,416 | $393K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 6,366 | $390K |
| Arrowroot Family Office, LLC | 0.25% | Add +2.0% | 6,336 | $388K |
| Palisades Hudson Asset Management, L.P. | 0.17% | Add +0.2% | 6,193 | $379K |
| Keebeck Wealth Management | 0.06% | Reduce -1.2% | 6,176 | $378K |
| Cascade Wealth Advisors, Inc | 0.28% | Reduce -43.0% | 6,030 | $378K |
| Franklin Resources Inc. | 0.00% | No change | 6,125 | $375K |
| D. E. Shaw & Co. | 0.00% | New | 5,960 | $365K |
| Eq LLC | 0.22% | Reduce -5.6% | 5,926 | $363K |
| PFG Advisors | 0.02% | Reduce -1.0% | 5,865 | $359K |
| Fairscale Capital, LLC | 0.32% | — | 5,657 | $357K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,816 | $356K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +1.6% | 5,782 | $354K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 5,732 | $351K |
| Sandy Spring Bank | 0.02% | Reduce -0.4% | 5,730 | $351K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 5,690 | $347K |
| Weaver Consulting Group | 0.12% | No change | 5,660 | $347K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +12.9% | 5,647 | $346K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 5,625 | $345K |
| Ieq Capital, LLC | 0.00% | No change | 5,460 | $335K |
| Colorado Capital Management, Inc. | 0.19% | No change | 5,455 | $334K |
| Bristlecone Advisors, LLC | 0.03% | No change | 5,450 | $334K |
| Gryphon Financial Partners LLC | 0.05% | No change | 5,380 | $330K |
| Tiaa Trust, National Association | 0.00% | No change | 5,380 | $330K |
| Financial Counselors Inc. | 0.01% | Reduce -0.4% | 5,376 | $329K |
| TPG Advisors LLC | 0.28% | — | 5,375 | $329K |
| Sax Wealth Advisors, LLC | 0.03% | New | 5,370 | $329K |
| Sharper & Granite LLC | 0.16% | New | 5,345 | $327K |
| Certuity, LLC | 0.03% | No change | 5,325 | $326K |
| Christensen, King & Associates Investment Services, Inc. | 0.16% | No change | 5,261 | $322K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -21.0% | 5,260 | $322K |
| Adell Harriman & Carpenter Inc. | 0.02% | No change | 5,250 | $322K |
| Red Door Wealth Management, LLC | 0.06% | No change | 5,235 | $321K |
| Merit Financial Group, LLC | 0.01% | Add +1.2% | 5,234 | $321K |
| Waverly Advisors, LLC | 0.01% | New | 5,173 | $317K |
| Garrison Point Advisors, LLC | 0.21% | No change | 5,140 | $315K |
| Ignite Planners, LLC | 0.08% | Add +7.2% | 5,117 | $311K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.3% | 5,051 | $310K |
| Steele Capital Management, Inc. | 0.02% | Add +7.5% | 5,050 | $309K |
| ShoreHaven Wealth Partners, LLC | 0.16% | Reduce -1.6% | 5,033 | $308K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 5,026 | $308K |
| Meridian Management Co. | 0.08% | No change | 5,000 | $306K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 5,000 | $306K |
| Banque Pictet & Cie SA | 0.00% | No change | 5,000 | $306K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -50.2% | 4,944 | $303K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 4,789 | $302K |
| First Heartland Consultants, Inc. | 0.03% | Add +1.9% | 4,871 | $298K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.0% | 4,861 | $298K |
| Fort Sheridan Advisors LLC | 0.05% | Add +26.3% | 4,810 | $295K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.1% | 4,792 | $294K |
| Harbour Trust & Investment Management Co | 0.03% | No change | 4,750 | $291K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -9.7% | 4,756 | $290K |
| HB Wealth Management, LLC | 0.00% | Reduce -32.1% | 4,685 | $287K |
| LCNB Corp. | 0.11% | Reduce -39.3% | 4,625 | $283K |
| Brookstone Capital Management | 0.00% | Reduce -0.2% | 4,464 | $282K |
| Modera Wealth Management, LLC | 0.00% | Reduce -14.7% | 4,585 | $281K |
| Round Rock Advisors LLC | 0.07% | Reduce -47.1% | 4,581 | $281K |
| KKM Financial LLC | 0.13% | No change | 4,540 | $278K |
| Sonata Capital Group Inc. | 0.14% | No change | 4,500 | $276K |
| Mendel Capital Management LLC | 0.18% | Reduce -2.9% | 4,501 | $276K |
| Davis R M Inc. | 0.01% | New | 4,500 | $276K |
| Tyler-Stone Wealth Management | 0.11% | Add +8.1% | 4,481 | $275K |
| Transcend Capital Advisors, LLC | 0.02% | New | 4,407 | $270K |
| Allworth Financial LP | 0.00% | Add +0.0% | 4,242 | $264K |
| M&T Bank Corp | 0.00% | Reduce -8.1% | 4,290 | $263K |
| Caldwell Sutter Capital, Inc. | 0.13% | No change | 4,265 | $261K |
| Family Firm, Inc. | 0.06% | Reduce -10.2% | 4,231 | $259K |
| PCA Investment Advisory Services Inc. | 0.13% | Reduce -5.9% | 4,178 | $256K |
| Central Bank & Trust Co. | 0.04% | New | 4,141 | $254K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -47.7% | 4,100 | $251K |
| Arbor Investment Advisors, LLC | 0.04% | Add +4.6% | 4,079 | $250K |
| Sunburst Financial Group, LLC | 0.07% | No change | 4,050 | $248K |
| IFP Advisors, Inc | 0.01% | Add +1.8% | 4,045 | $248K |
| Park National Corp. | 0.01% | No change | 4,000 | $245K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Add +0.5% | 3,986 | $244K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -10.2% | 3,549 | $242K |
| IHT Wealth Management, LLC | 0.01% | Reduce -28.9% | 3,944 | $242K |
| Trillium Asset Management, LLC | 0.01% | No change | 3,940 | $241K |
| Patten & Patten Inc. | 0.02% | Add +2.0% | 3,900 | $239K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -1.0% | 3,885 | $238K |
| Nilsine Partners, LLC | 0.03% | No change | 3,865 | $237K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,835 | $235K |
| Icon Wealth Advisors, LLC | 0.02% | New | 3,730 | $234K |
| Marshall Financial Group, LLC | 0.07% | Reduce -5.5% | 3,823 | $234K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 3,820 | $234K |
| Guidance Point Advisors, LLC | 0.08% | Add +2.3% | 3,807 | $233K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 3,795 | $233K |
| Clearstead Advisors, LLC | 0.00% | New | 3,771 | $231K |
| Narwhal Capital Management | 0.02% | No change | 3,750 | $230K |
| Pavion Blue Capital, LLC | 0.11% | Reduce -4.1% | 3,717 | $228K |
| Kaydan Wealth Management, Inc. | 0.08% | No change | 3,681 | $226K |
| REDW Wealth LLC | 0.06% | No change | 3,655 | $224K |
| Butensky & Cohen Financial Security, Inc. | 0.07% | Reduce -10.8% | 3,645 | $223K |
| Aurora Private Wealth, Inc. | 0.20% | Reduce -8.4% | 3,636 | $223K |
| Ritholtz Wealth Management | 0.01% | New | 3,631 | $222K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 3,600 | $221K |
| Smith Salley Wealth Management | 0.02% | No change | 3,510 | $215K |
| AMG National Trust Bank | 0.01% | No change | 3,505 | $215K |
| Berkeley Capital Partners, LLC | 0.06% | No change | 3,500 | $214K |
| International Assets Investment Management, LLC | 0.02% | New | 3,496 | $214K |
| Collaborative Wealth Managment Inc. | 0.10% | No change | 3,470 | $213K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.0% | 3,468 | $212K |
| PFG Investments, LLC | 0.02% | Reduce -16.5% | 3,440 | $211K |
| HUB Investment Partners, LLC | 0.01% | New | 3,430 | $210K |
| CIC Wealth, LLC | 0.06% | Reduce -42.9% | 3,420 | $210K |
| Creative Financial Designs Inc. | 0.02% | Add +0.2% | 3,393 | $208K |
| Cooper Financial Group | 0.03% | New | 3,375 | $207K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,375 | $207K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,370 | $206K |
| GM Advisory Group, LLC | 0.01% | No change | 3,368 | $206K |
| Maia Wealth LLC | 0.06% | — | 3,294 | $205K |
| Interchange Capital Partners, LLC | 0.08% | New | 3,342 | $205K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,335 | $204K |
| Joseph P. Lucia & Associates, LLC | 0.10% | New | 3,320 | $203K |
| Central Valley Advisors, LLC | 0.09% | Reduce -13.1% | 9,202 | $203K |
| Caldwell Trust Co | 0.02% | Reduce -17.2% | 3,220 | $197K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.0% | 3,211 | $197K |
| Front Row Advisors LLC | 0.07% | No change | 3,070 | $188K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.2% | 2,873 | $176K |
| Family Asset Management, LLC | 0.11% | Reduce -1.4% | 2,855 | $175K |
| WASHINGTON TRUST Co | 0.01% | Reduce -9.1% | 2,710 | $166K |
| Global Retirement Partners, LLC | 0.00% | Reduce -43.7% | 2,440 | $149K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | No change | 2,425 | $149K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,395 | $147K |
| Hanson & Doremus Investment Management | 0.02% | No change | 2,370 | $145K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,300 | $141K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 2,215 | $136K |
| Key Financial Inc | 0.03% | Add +0.1% | 2,150 | $132K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 2,130 | $131K |
| Nemes Rush Group LLC | 0.02% | No change | 2,090 | $128K |
| Lanark Financial, Inc. | 0.01% | No change | 2,085 | $127K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.0% | 2,070 | $127K |
| BlackRock Inc. | 0.00% | No change | 2,040 | $125K |
| BigSur Wealth Management LLC | 0.04% | No change | 2,000 | $123K |
| M&R Capital Management Inc. | 0.03% | No change | 2,000 | $123K |
| Accordant Advisory Group Inc | 0.12% | No change | 1,940 | $119K |
| Lynx Investment Advisory | 0.08% | — | 1,834 | $112K |
| MTM Investment Management, LLC | 0.04% | No change | 1,625 | $100K |
| Signaturefd, LLC | 0.00% | No change | 1,620 | $99K |
| AlphaMark Advisors, LLC | 0.03% | Reduce -3.0% | 1,615 | $99K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,590 | $97K |
| LRI Investments, LLC | 0.01% | No change | 1,525 | $93K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,500 | $93K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.1% | 1,529 | $93K |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.6% | 1,505 | $92K |
| Redwood Wealth Management Group, LLC | 0.06% | New | 1,355 | $83K |
| Tsfg, LLC | 0.02% | No change | 1,350 | $83K |
| Realta Investment Advisors | 0.01% | Reduce -24.6% | 1,251 | $77K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,250 | $77K |
| Continuum Advisory, LLC | 0.01% | No change | 1,200 | $74K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,180 | $72K |
| Avior Wealth Management, LLC | 0.00% | Reduce -31.5% | 1,036 | $63K |
| CVA Family Office, LLC | 0.01% | No change | 1,035 | $63K |
| Perritt Capital Management Inc | 0.03% | Add +0.2% | 1,007 | $62K |
| Transcendent Capital Group LLC | 0.04% | No change | 1,000 | $61K |
| Ransom Advisory, Ltd | 0.03% | No change | 1,000 | $61K |
| Davis Capital Management | 0.05% | No change | 1,000 | $61K |
| PSI Advisors, LLC | 0.02% | Add +18.7% | 934 | $57K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 890 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 835 | $52K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 850 | $52K |
| Strategic Investment Solutions, Inc. | 0.02% | — | 789 | $50K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 807 | $49K |
| Frazier Financial Advisors, LLC | 0.04% | Add +0.1% | 791 | $48K |
| New Republic Capital, LLC | 0.02% | No change | 785 | $48K |
| NFSG Corp | 0.02% | Add +0.1% | 780 | $48K |
| Family Manage LLC | 0.01% | No change | 750 | $46K |
| Tidemark, LLC | 0.02% | Reduce -58.7% | 705 | $43K |
| Beacon Capital Management, LLC | 0.01% | Add +281.7% | 687 | $42K |
| Rothschild Investment LLC | 0.00% | No change | 675 | $41K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -41.4% | 662 | $41K |
| Redmont Wealth Advisors LLC | 0.06% | No change | 645 | $40K |
| Westside Investment Management, Inc. | 0.01% | No change | 641 | $39K |
| Pacifica Partners Inc. | 0.02% | No change | 635 | $38K |
| Larson Financial Group LLC | 0.00% | Add +1279.1% | 593 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 585 | $36K |
| Compass Wealth Management LLC | 0.01% | No change | 575 | $35K |
| Arax Advisory Partners | 0.00% | New | 565 | $35K |
| Old Second National Bank of Aurora | 0.01% | No change | 545 | $33K |
| Cultivar Capital, Inc. | 0.03% | New | 505 | $31K |
| Bellevue Asset Management, LLC | 0.02% | No change | 500 | $31K |
| Triad Wealth Partners, LLC | 0.02% | New | 500 | $31K |
| Rise Advisors, LLC | 0.02% | Add +0.2% | 464 | $28K |
| CENTRAL TRUST Co | 0.00% | No change | 460 | $28K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.2% | 456 | $28K |
| Hilltop National Bank | 0.01% | No change | 425 | $26K |
| Allianz SE | 0.00% | No change | 425 | $26K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -20.0% | 400 | $25K |
| HWG Holdings LP | 0.01% | — | 395 | $24K |
| Coppell Advisory Solutions LLC | 0.00% | — | 388 | $24K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 375 | $23K |
| First Personal Financial Services | 0.00% | 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 |
| Asset Dedication, LLC | 0.00% | No change | 330 | $20K |
| Chris Bulman Inc | 0.01% | — | 330 | $20K |
| Founders Financial Alliance, LLC | 0.01% | No change | 325 | $20K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 325 | $20K |
| HM Payson & Co. | 0.00% | New | 315 | $19K |
| Clear Point Advisors Inc. | 0.02% | No change | 310 | $19K |
| Kelly Financial Services LLC | 0.01% | No change | 310 | $19K |
| Hollencrest Capital Management | 0.00% | No change | 305 | $19K |
| HighMark Wealth Management LLC | 0.01% | No change | 300 | $18K |
| Missouri Trust & Investment Co | 0.01% | Reduce -8.3% | 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% | No change | 250 | $15K |
| Carmichael Hill & Associates, Inc. | 0.01% | Reduce -31.7% | 246 | $15K |
| Mather Group, Llc. | 0.00% | New | 220 | $14K |
| Highline Wealth Partners LLC | 0.01% | No change | 220 | $13K |
| Whittier Trust Co. | 0.00% | No change | 220 | $13K |
| WR Wealth Planners, LLC | 0.00% | Reduce -2.3% | 215 | $13K |
| IAG Wealth Partners, LLC | 0.00% | No change | 205 | $13K |
| Simplex Trading, LLC | 0.00% | New | 200 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 185 | $11K |
| Fortis Group Advisors, LLC | 0.00% | No change | 170 | $10K |
| Optimum Investment Advisors | 0.00% | No change | 165 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 165 | $10K |
| Coston, McIsaac & Partners | 0.00% | No change | 159 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 150 | $9K |
| SouthState Bank Corp | 0.00% | No change | 115 | $7K |
| Sound Income Strategies, LLC | 0.00% | New | 112 | $7K |
| Tanglewood Legacy Advisors, LLC | 0.00% | Reduce -73.2% | 110 | $7K |
| Register Financial Advisors LLC | 0.00% | No change | 100 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $6K |
| Bessemer Group Inc. | 0.00% | No change | 90 | $6K |
| Concord Wealth Partners | 0.00% | New | 67 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 55 | $3K |
| Anchor Investment Management, LLC | 0.00% | Reduce -21.5% | 51 | $3K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 50 | $3K |
| Sachetta, LLC | 0.00% | New | 36 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 35 | $2K |
| Northwest Capital Management Inc | 0.00% | Reduce -95.3% | 30 | $2K |
| Assetmark, Inc. | 0.00% | New | 30 | $2K |
| Headlands Technologies LLC | 0.00% | New | 27 | $2K |
| Viewpoint Capital Management LLC | 0.00% | No change | 20 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 15 | $914 |
| Gould Capital, LLC | 0.00% | New | 12 | $735 |
| FPC Investment Advisory, Inc. | 0.00% | No change | 5 | $317 |
"% 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.