iShares U.S. Healthcare ETFIYHETF

13F holders, Q3 2024 (September 30)
514holders +21
43new positions
27sold out
4famous investors
$64.99avg. 13F price*

At the end of Q3 2024, 514 institutions reported holding iShares U.S. Healthcare ETF (IYH) in their 13F filings, up 21 from Q2 2024. 43 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($141.3M), Bank of America Corp. ($113.8M) and LPL Financial LLC ($104.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions43$23.2M
Exits27$12.5M

All 13F filers, Q2 2024 → Q3 2024: 1,058,140 shares bought and 1,747,499 shares sold, net −689,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 514 holders

Morgan Stanley 0.01% Add +1.3% 2,174,200 $141.3M
Bank of America Corp. 0.01% Reduce -5.8% 1,750,693 $113.8M
LPL Financial LLC 0.05% Add +4.0% 1,604,427 $104.3M
UBS Group AG 0.03% Reduce -0.4% 1,476,712 $96.0M
Northwestern Mutual Wealth Management Co. 0.07% Reduce -1.0% 1,177,896 $76.6M
Royal Bank of Canada 0.02% Reduce -17.2% 1,070,996 $69.6M
Wells Fargo & Company 0.02% Reduce -1.3% 998,463 $64.9M
PGIM Custom Harvest LLC 1.16% Reduce -2.9% 881,033 $57.3M
Goldman Sachs Group Inc. 0.01% Add +11.6% 556,246 $36.2M
Bank of Montreal 0.01% Add +331.9% 424,528 $27.4M
Raymond James & Associates 0.02% Reduce -3.4% 413,046 $26.8M
Commonwealth Equity Services, LLC 0.04% Reduce -4.6% 388,475 $25.3M
Oakworth Capital, Inc. 1.70% Reduce -4.3% 377,041 $24.5M
Ameriprise Financial Inc. 0.01% Reduce -0.9% 361,285 $23.5M
Osaic Holdings, Inc. 0.05% Reduce -26.3% 347,889 $22.6M
Kestra Advisory Services, LLC 0.12% Reduce -1.0% 336,424 $21.9M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -0.1% 327,426 $21.3M
Consolidated Capital Management, LLC 8.57% Add +9.6% 302,281 $19.6M
HighTower Advisors, LLC 0.03% Reduce -2.3% 295,828 $19.3M
Bellwether Advisors, LLC 3.43% Reduce -27.0% 274,733 $17.9M
JPMorgan Chase & Co. 0.00% Add +0.9% 203,978 $13.3M
OneDigital Investment Advisors LLC 0.15% Add +14.1% 195,555 $12.7M
FIL Ltd 0.01% New 159,107 $10.3M
Perbak Capital Partners LLP 6.98% Reduce -64.3% 152,917 $9.9M
Cetera Investment Advisers 0.02% Reduce -0.8% 150,066 $9.8M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -3.1% 147,107 $9.6M
Thrivent Financial for Lutherans 0.02% Reduce -0.1% 137,719 $9.0M
Peapack Gladstone Financial Corp. 0.13% Reduce -0.8% 136,032 $8.8M
Great Lakes Advisors, LLC 0.07% Reduce -1.7% 125,390 $8.2M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -5.0% 122,176 $7.9M
Envestnet Asset Management Inc. 0.00% Add +4.3% 122,074 $7.9M
United Capital Financial Advisors, LLC 0.06% Reduce -1.6% 113,615 $7.4M
First Citizens Financial Corp 3.80% Reduce -0.3% 110,460 $7.2M
SP Asset Management LLC 0.55% Add +0.1% 102,567 $6.7M
Etfidea, LLC 2.03% Add +1.1% 98,477 $6.4M
Sowa Financial Group, Inc. 4.03% Reduce -9.9% 98,117 $6.4M
Private Advisor Group, LLC 0.04% Reduce -14.1% 95,441 $6.2M
Stillwater Capital Advisors, LLC 0.80% Reduce -4.7% 94,991 $6.2M
Arkansas Financial Group, Inc. 0.93% Add +18.9% 87,192 $5.7M
Sanctuary Advisors, LLC 0.04% Reduce -5.8% 92,254 $5.6M
MML Investors Services, LLC 0.02% Add +20.0% 85,166 $5.5M
Steward Partners Investment Advisory, LLC 0.05% Reduce -0.7% 80,928 $5.3M
Royal Fund Management, LLC 0.37% Reduce -53.0% 79,686 $5.2M
Pettyjohn, Wood & White, Inc. 0.94% Reduce -0.9% 78,880 $5.1M
Capital Investment Advisors, LLC 0.10% Reduce -3.7% 75,966 $4.9M
Stifel Financial Corp. 0.00% Add +3.1% 66,432 $4.3M
HC Advisors, LLC 3.46% Add +5.4% 64,700 $4.2M
Mariner, LLC 0.01% Add +3.0% 62,096 $4.0M
Rockefeller Capital Management L.P. 0.01% Reduce -6.1% 61,652 $4.0M
Citigroup Inc. 0.00% No change 61,345 $4.0M
PNC Financial Services Group, Inc. 0.00% Reduce -5.4% 59,693 $3.9M
Two Sigma Investments, LP 0.01% Add +12.9% 58,500 $3.8M
Perigon Wealth Management, LLC 0.10% Add +0.8% 58,257 $3.8M
National Bank of Canada 0.01% Reduce -1.4% 57,505 $3.7M
Truist Financial Corp. 0.01% Add +6.2% 56,062 $3.6M
National Philanthropic Trust 0.06% No change 54,440 $3.5M
Sheridan Capital Management, LLC 2.47% Reduce -4.9% 53,860 $3.5M
Advisory Services Network, LLC 0.07% No change 55,316 $3.4M
Rainey & Randall Wealth Advisors Inc. 0.73% Add +1.7% 52,083 $3.4M
Arrien Investments, Inc. 2.33% Reduce -3.5% 49,690 $3.2M
Park Avenue Securities LLC 0.04% Add +8.4% 48,571 $3.2M
Independent Financial Group, LLC 0.11% Reduce -4.6% 46,973 $3.1M
Jones Financial Companies LLLP 0.00% Add +51.8% 46,764 $3.0M
Deutsche Bank AG 0.00% Reduce -11.2% 45,856 $3.0M
CW Advisors, LLC 0.04% Add +6.7% 45,835 $3.0M
Creative Planning 0.00% Add +3.4% 45,747 $3.0M
Mine & Arao Wealth Creation & Management, LLC. 1.36% Reduce -2.0% 44,937 $2.9M
Integrated Wealth Concepts LLC 0.03% Reduce -2.1% 43,821 $2.8M
Cibc World Market Inc. 0.01% Reduce -2.5% 42,669 $2.8M
Equitable Holdings, Inc. 0.03% Reduce -17.1% 41,148 $2.7M
FMR LLC 0.00% Add +12.6% 41,046 $2.7M
Vishria Bird Financial Group, LLC 1.00% No change 40,400 $2.6M
Empirical Asset Management, LLC 0.91% Reduce -3.0% 39,510 $2.6M
Conservest Capital Advisors, Inc. 0.26% No change 41,474 $2.6M
Lido Advisors, LLC 0.02% Add +0.9% 36,010 $2.3M
Johnson Investment Counsel Inc. 0.02% Reduce -0.0% 35,170 $2.3M
Sigma Planning Corp 0.07% Reduce -1.6% 33,664 $2.2M
Corrado Advisors, LLC 1.36% Add +1.1% 33,521 $2.2M
IFG Advisory, LLC 0.13% Reduce -6.2% 32,350 $2.1M
Essex LLC 0.42% No change 31,463 $2.0M
Janney Montgomery Scott LLC 0.01% Reduce -8.6% 30,961 $2.0M
Glenview Trust Co 0.04% Reduce -1.1% 30,704 $2.0M
J.W. Cole Advisors, Inc. 0.08% Add +11.8% 30,326 $2.0M
Atria Wealth Solutions, Inc. 0.02% Reduce -5.0% 30,097 $2.0M
Mandatum Life Insurance Co Ltd 0.60% No change 30,043 $2.0M
Aua Capital Management, LLC 1.12% No change 29,785 $1.9M
Creekmur Asset Management LLC 0.45% Reduce -0.1% 29,488 $1.9M
MMBG Investment Advisors Co. 0.20% No change 29,125 $1.9M
Laurel Wealth Advisors LLC 0.30% Add +3.4% 28,783 $1.9M
Baird Financial Group, Inc. 0.00% Add +2.8% 28,745 $1.9M
US Bancorp \de 0.00% Add +2.2% 28,375 $1.8M
Merkkuri Wealth Advisors LLC 1.45% Add +11.3% 28,223 $1.8M
Audent Global Asset Management, LLC 2.98% Reduce -33.7% 26,850 $1.7M
Northeast Financial Consultants Inc 0.08% No change 26,525 $1.7M
Captrust Financial Advisors 0.01% Reduce -2.0% 26,512 $1.7M
Stratos Wealth Partners, LTD. 0.03% Add +205.7% 26,326 $1.7M
NWF Advisory Services Inc. 0.24% Add +6.6% 25,275 $1.6M
Mgo One Seven LLC 0.07% Add +6.5% 25,003 $1.6M
My Personal CFO, LLC 0.88% No change 24,750 $1.6M
Money Concepts Capital Corp. 0.12% Reduce -0.6% 24,391 $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 514 holders