iShares U.S. Healthcare ETFIYHETF
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $23.2M |
| Exits | 27 | $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.