iShares U.S. Healthcare ETFIYHETF
13F holders, Q4 2024 (December 31)507holders −7
28new positions
57sold out
3famous investors
$58.12avg. 13F price*
At the end of Q4 2024, 507 institutions reported holding iShares U.S. Healthcare ETF (IYH) in their 13F filings, down 7 from Q3 2024. 28 opened new positions and 57 sold out. The largest holders were Morgan Stanley ($128.5M), Bank of America Corp. ($111.3M) and LPL Financial LLC ($92.5M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares U.S. Healthcare ETF
- CUSIP
- 464287762
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $26.0M |
| Exits | 57 | $28.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,767,238 shares bought and 1,821,770 shares sold, net −54,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 507 holders
| Morgan Stanley | 0.01% | Add +1.4% | 2,204,446 | $128.5M |
| Bank of America Corp. | 0.01% | Add +9.1% | 1,910,589 | $111.3M |
| LPL Financial LLC | 0.04% | Reduce -1.1% | 1,586,777 | $92.5M |
| UBS Group AG | 0.02% | Reduce -7.1% | 1,372,034 | $79.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +9.8% | 1,293,802 | $75.4M |
| Royal Bank of Canada | 0.01% | Add +10.3% | 1,180,757 | $68.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.0% | 998,040 | $58.2M |
| PGIM Custom Harvest LLC | 1.10% | Add +9.8% | 967,333 | $56.4M |
| Raymond James Financial Inc. | 0.02% | — | 732,389 | $42.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +22.1% | 474,482 | $27.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.7% | 468,739 | $27.3M |
| Oakworth Capital, Inc. | 1.52% | Add +0.7% | 379,835 | $22.1M |
| Osaic Holdings, Inc. | 0.05% | Reduce -0.6% | 345,685 | $20.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.1% | 321,195 | $18.8M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -4.8% | 320,290 | $18.7M |
| HighTower Advisors, LLC | 0.02% | Add +3.8% | 307,193 | $17.9M |
| Consolidated Capital Management, LLC | 7.66% | Reduce -0.3% | 301,363 | $17.6M |
| Two Sigma Investments, LP | 0.04% | Add +392.5% | 288,087 | $16.8M |
| JPMorgan Chase & Co. | 0.00% | Add +12.9% | 230,264 | $13.4M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -11.2% | 173,759 | $10.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +36.1% | 166,334 | $9.7M |
| J. Safra Sarasin Holding AG | 0.16% | New | 166,180 | $9.7M |
| Cetera Investment Advisers | 0.02% | Add +2.4% | 153,612 | $9.0M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -2.3% | 134,517 | $8.2M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -3.0% | 131,937 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -13.9% | 126,630 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 123,925 | $7.2M |
| Great Lakes Advisors, LLC | 0.06% | Reduce -3.5% | 121,013 | $7.1M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -1.4% | 112,014 | $6.5M |
| First Citizens Financial Corp | 3.48% | Reduce -0.5% | 109,932 | $6.4M |
| Glenview Trust Co | 0.11% | Add +241.8% | 104,940 | $6.1M |
| SP Asset Management LLC | 0.50% | Add +0.1% | 102,672 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Add +7.5% | 102,584 | $6.0M |
| Stillwater Capital Advisors, LLC | 0.71% | Add +4.0% | 98,785 | $5.8M |
| Arkansas Financial Group, Inc. | 0.92% | Add +12.6% | 98,173 | $5.7M |
| Bank of Montreal | 0.00% | Reduce -78.0% | 93,376 | $5.4M |
| Audent Global Asset Management, LLC | 3.42% | Add +236.3% | 90,306 | $5.3M |
| MML Investors Services, LLC | 0.02% | Add +3.3% | 87,994 | $5.1M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -17.1% | 76,428 | $4.8M |
| Sowa Financial Group, Inc. | 2.91% | Reduce -18.7% | 79,742 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -2.7% | 78,777 | $4.6M |
| Pettyjohn, Wood & White, Inc. | 0.82% | Reduce -2.1% | 77,235 | $4.5M |
| Capital Investment Advisors, LLC | 0.09% | Reduce -1.8% | 74,640 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +15.2% | 71,020 | $4.1M |
| Advisory Services Network, LLC | 0.08% | Add +28.2% | 70,934 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +45.0% | 67,815 | $4.0M |
| Citigroup Inc. | 0.00% | Add +7.9% | 66,196 | $3.9M |
| HC Advisors, LLC | 3.00% | Reduce -0.8% | 64,172 | $3.7M |
| B&D White Capital Company, LLC | 0.63% | New | 63,898 | $3.7M |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 63,457 | $3.7M |
| National Bank of Canada | 0.00% | Add +0.9% | 58,010 | $3.4M |
| Perbak Capital Partners LLP | 1.80% | Reduce -62.2% | 57,778 | $3.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.5% | 56,988 | $3.3M |
| Truist Financial Corp. | 0.01% | Add +0.0% | 56,072 | $3.3M |
| Rainey & Randall Wealth Advisors Inc. | 0.64% | Add +6.4% | 55,414 | $3.2M |
| Lighthouse Financial LLC | 2.60% | — | 55,011 | $3.2M |
| National Philanthropic Trust | 0.05% | No change | 54,440 | $3.2M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -11.7% | 51,448 | $3.1M |
| Mariner, LLC | 0.01% | Reduce -15.2% | 52,663 | $3.1M |
| Sheridan Capital Management, LLC | 2.06% | Reduce -6.7% | 50,255 | $2.9M |
| Independent Financial Group, LLC | 0.09% | Add +0.7% | 47,294 | $2.8M |
| Cibc World Market Inc. | 0.01% | Add +8.3% | 46,210 | $2.7M |
| Creative Planning | 0.00% | Add +0.2% | 45,837 | $2.7M |
| Park Avenue Securities LLC | 0.03% | Reduce -5.9% | 45,688 | $2.7M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.20% | Reduce -0.3% | 44,790 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +4.0% | 42,779 | $2.5M |
| CW Advisors, LLC | 0.03% | Reduce -9.0% | 41,725 | $2.4M |
| Conservest Capital Advisors, Inc. | 0.24% | Reduce -2.1% | 40,603 | $2.4M |
| Vishria Bird Financial Group, LLC | 0.81% | Reduce -1.3% | 39,857 | $2.3M |
| FMR LLC | 0.00% | Reduce -5.5% | 38,809 | $2.3M |
| Empirical Asset Management, LLC | 0.73% | Reduce -4.0% | 37,936 | $2.2M |
| Hardy Reed LLC | 0.19% | New | 37,000 | $2.2M |
| Eagle Global Advisors LLC | 0.09% | New | 37,000 | $2.2M |
| Johnson Investment Counsel Inc. | 0.02% | Add +0.9% | 35,485 | $2.1M |
| Quest 10 Wealth Builders, Inc. | 2.04% | — | 35,129 | $2.0M |
| D. E. Shaw & Co. | 0.00% | Add +620.9% | 34,827 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.3% | 34,466 | $2.0M |
| Arrien Investments, Inc. | 1.42% | Reduce -35.5% | 32,047 | $2.0M |
| Corrado Advisors, LLC | 1.30% | Add +1.8% | 34,136 | $2.0M |
| Lido Advisors, LLC | 0.01% | Reduce -8.3% | 33,019 | $1.9M |
| EHP Funds Inc. | 1.92% | New | 32,000 | $1.9M |
| Essex LLC | 0.38% | Reduce -1.2% | 31,083 | $1.8M |
| Finley Financial, LLC | 0.94% | — | 30,350 | $1.8M |
| US Bancorp \de | 0.00% | Add +9.0% | 30,920 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +692.6% | 30,221 | $1.8M |
| Laurel Wealth Advisors LLC | 0.27% | Add +4.5% | 30,073 | $1.8M |
| Mandatum Life Insurance Co Ltd | 0.52% | No change | 30,043 | $1.8M |
| Aua Capital Management, LLC | 1.11% | No change | 29,785 | $1.7M |
| Creekmur Asset Management LLC | 0.39% | Reduce -1.1% | 29,150 | $1.7M |
| MMBG Investment Advisors Co. | 0.18% | No change | 29,125 | $1.7M |
| Debussy Capital Management LP | 0.25% | Add +25.4% | 26,474 | $1.7M |
| Merkkuri Wealth Advisors LLC | 1.28% | Reduce -1.4% | 27,822 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.8% | 27,582 | $1.6M |
| Mgo One Seven LLC | 0.06% | Add +9.8% | 27,454 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.3% | 27,210 | $1.6M |
| NWF Advisory Services Inc. | 0.23% | Add +7.4% | 27,153 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -21.1% | 26,558 | $1.5M |
| Northeast Financial Consultants Inc | 0.07% | No change | 26,525 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -12.6% | 26,519 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -0.7% | 26,339 | $1.5M |
"% 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.