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 |
| Royal Fund Management, LLC | 0.16% | Reduce -67.5% | 25,893 | $1.5M |
| My Personal CFO, LLC | 0.74% | No change | 24,750 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +16.0% | 24,115 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +5.1% | 23,997 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.5% | 23,950 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 23,179 | $1.4M |
| IFG Advisory, LLC | 0.08% | Reduce -29.4% | 22,840 | $1.3M |
| Simmons Bank | 0.10% | No change | 22,805 | $1.3M |
| Cornerstone Advisory, LLC | 0.15% | No change | 21,325 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +0.0% | 22,185 | $1.3M |
| Commerce Bank | 0.01% | No change | 22,085 | $1.3M |
| Money Concepts Capital Corp. | 0.09% | Reduce -10.5% | 21,834 | $1.3M |
| Counterweight Ventures, LLC | 0.89% | Add +1.8% | 21,678 | $1.3M |
| Cwm, LLC | 0.01% | Add +11.9% | 21,609 | $1.3M |
| NorthRock Partners, LLC | 0.04% | No change | 20,585 | $1.2M |
| Dentgroup LLC | 0.91% | Reduce -0.5% | 20,410 | $1.2M |
| SOA Wealth Advisors, LLC. | 0.22% | Reduce -1.1% | 20,402 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Add +0.2% | 20,349 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -8.7% | 19,727 | $1.1M |
| IFP Advisors, Inc | 0.04% | Add +394.3% | 19,702 | $1.1M |
| Scotia Capital Inc. | 0.01% | Add +1.1% | 19,647 | $1.1M |
| Oxinas Partners, LLC | 0.67% | Reduce -5.1% | 19,538 | $1.1M |
| Climber Capital SA | 0.93% | — | 24,808 | $1.1M |
| Allstate Corp. | 0.03% | New | 19,172 | $1.1M |
| Indie Asset Partners, LLC | 0.87% | Reduce -14.7% | 18,990 | $1.1M |
| Fifth Third Securities, Inc. | 0.09% | Add +10.6% | 18,844 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.47% | No change | 16,821 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -14.5% | 18,673 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +452.9% | 18,661 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.35% | Add +7.7% | 18,472 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -15.7% | 18,222 | $1.1M |
| MAI Capital Management | 0.01% | Add +3.0% | 17,333 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -3.5% | 17,101 | $997K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +36.9% | 17,047 | $993K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -62.6% | 16,400 | $956K |
| Arkadios Wealth Advisors | 0.05% | Reduce -0.5% | 16,347 | $953K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -0.9% | 16,217 | $945K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.8% | 16,073 | $937K |
| Planning Directions Inc. | 0.54% | Reduce -16.1% | 15,950 | $929K |
| KMG Fiduciary Partners, LLC | 0.08% | No change | 15,940 | $929K |
| Aft, Forsyth & Company, Inc. | 0.45% | Reduce -2.0% | 15,891 | $926K |
| Silvia McColl Wealth Management, LLC | 0.69% | No change | 15,800 | $921K |
| Kennicott Capital Management LLC | 0.47% | Reduce -4.5% | 15,740 | $917K |
| Kovack Advisors, Inc. | 0.09% | Add +25.8% | 15,707 | $915K |
| Fort Point Capital Partners LLC | 0.10% | Reduce -2.0% | 15,526 | $905K |
| Worth Financial Advisory Group, LLC | 0.55% | Reduce -6.7% | 15,447 | $900K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.1% | 15,266 | $890K |
| Caprock Group, LLC | 0.03% | New | 15,110 | $880K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -5.5% | 14,777 | $860K |
| Rollins Financial Advisors, LLC | 0.13% | Reduce -0.9% | 14,618 | $852K |
| CX Institutional | 0.03% | New | 14,601 | $851K |
| Tritonpoint Wealth, LLC | 0.08% | Reduce -1.1% | 14,587 | $850K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -16.9% | 14,389 | $838K |
| Ameritas Advisory Services, LLC | 0.03% | Add +9.7% | 14,384 | $838K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.1% | 14,349 | $836K |
| Haverford Trust Co | 0.01% | No change | 14,270 | $832K |
| Huntleigh Advisors, Inc. | 0.18% | — | 14,187 | $827K |
| Smith, Moore & Co. | 0.08% | Add +6.2% | 14,109 | $822K |
| Regal Investment Advisors LLC | 0.06% | Reduce -25.2% | 14,012 | $816K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.0% | 13,866 | $808K |
| WCG Wealth Advisors LLC | 0.05% | Reduce -6.2% | 13,720 | $799K |
| Redhawk Wealth Advisors, Inc. | 0.11% | Add +0.3% | 13,662 | $796K |
| Cresset Asset Management, LLC | 0.00% | Reduce -23.6% | 13,565 | $790K |
| Bellwether Advisors, LLC | 0.14% | Reduce -95.1% | 13,486 | $786K |
| Pinnacle Associates Ltd. | 0.01% | Add +221.9% | 13,264 | $773K |
| Independent Advisor Alliance | 0.01% | Add +251.6% | 13,019 | $759K |
| V2 Financial group LLC | 0.46% | No change | 13,000 | $758K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +2.7% | 12,890 | $751K |
| Sowell Financial Services LLC | 0.04% | Reduce -24.2% | 12,690 | $739K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,602 | $734K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.7% | 12,549 | $731K |
| Quantinno Capital Management LP | 0.01% | Add +6.6% | 12,243 | $713K |
| Stephens Inc. | 0.01% | Add +8.1% | 12,233 | $713K |
| Shira Ridge Wealth Management | 0.35% | Add +1.8% | 12,187 | $710K |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 21,864 | $702K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 12,030 | $701K |
| Cerity Partners LLC | 0.00% | Add +175.1% | 11,462 | $668K |
| Apexium Financial, LP | 0.04% | No change | 11,390 | $664K |
| Axxcess Wealth Management, LLC | 0.02% | No change | 11,375 | $663K |
| Sage Capital Management, LLC | 0.33% | Add +0.3% | 11,154 | $650K |
| American Financial Advisors, LLC | 0.09% | Reduce -4.6% | 11,138 | $649K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.8% | 11,086 | $646K |
| Waterloo Capital, L.P. | 0.07% | Add +0.3% | 11,068 | $645K |
| Comerica Bank | 0.00% | Add +8.6% | 11,042 | $643K |
| Tyler-Stone Wealth Management | 0.11% | Add +0.2% | 11,006 | $641K |
| Nemes Rush Group LLC | 0.08% | Add +417.1% | 10,807 | $630K |
| NorthCoast Asset Management LLC | 0.00% | Add +1.5% | 10,635 | $620K |
| Carnegie Investment Counsel | 0.02% | Add +0.3% | 10,621 | $619K |
| Blair William & Co. | 0.00% | Reduce -11.8% | 10,546 | $614K |
| Acropolis Investment Management, LLC | 0.04% | No change | 10,510 | $612K |
| CreativeOne Wealth, LLC | 0.02% | Add +6.9% | 10,439 | $608K |
| Wesbanco Bank Inc. | 0.02% | No change | 10,385 | $605K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.6% | 10,349 | $603K |
| Ancora Advisors LLC | 0.01% | No change | 10,321 | $601K |
| Mutual Advisors, LLC | 0.02% | Add +0.2% | 10,052 | $600K |
| Heritage Wealth Advisors | 0.03% | No change | 10,300 | $600K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.4% | 10,289 | $600K |
| American State Bank (Iowa) | 0.36% | No change | 10,215 | $595K |
| Wealthspire Retirement, LLC | 0.05% | No change | 10,190 | $594K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +19.2% | 10,180 | $593K |
| Cozad Asset Management Inc. | 0.06% | No change | 10,115 | $589K |
| CFM Wealth Partners LLC | 0.10% | No change | 10,060 | $586K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 10,055 | $586K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -56.6% | 10,009 | $583K |
| Montag A & Associates Inc. | 0.03% | No change | 10,000 | $583K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -54.5% | 9,954 | $580K |
| Blackston Financial Advisory Group, LLC | 0.29% | Reduce -26.4% | 9,903 | $577K |
| Tranquility Partners, LLC | 0.21% | No change | 9,768 | $569K |
| Granite FO LLC | 0.33% | No change | 9,767 | $569K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.7% | 9,484 | $564K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -5.9% | 9,676 | $564K |
| Summit Financial, LLC | 0.02% | Reduce -21.9% | 9,507 | $554K |
| Gray Wealth Management Inc. | 0.21% | Add +0.0% | 9,484 | $553K |
| Coastal Bridge Advisors, LLC | 0.14% | No change | 9,415 | $549K |
| &partners | 0.01% | Add +19.9% | 9,297 | $548K |
| Symphony Financial Services, Inc. | 0.43% | Add +0.5% | 9,264 | $540K |
| AQR Capital Management | 0.00% | New | 9,214 | $537K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -40.0% | 9,209 | $537K |
| Principal Securities, Inc. | 0.01% | Reduce -8.4% | 9,192 | $536K |
| Central Valley Advisors, LLC | 0.24% | No change | 9,111 | $531K |
| D L Carlson Investment Group Inc. | 0.09% | Reduce -7.2% | 9,110 | $531K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -0.9% | 9,026 | $526K |
| Armor Investment Advisors, LLC | 0.21% | No change | 8,977 | $523K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -9.5% | 8,895 | $518K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.2% | 8,859 | $516K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -7.6% | 8,791 | $512K |
| Archer Investment Corp | 0.13% | Reduce -14.2% | 8,616 | $502K |
| Focus Partners Wealth | 0.00% | Add +32.5% | 8,583 | $500K |
| Capital Advisory Group Advisory Services, LLC | 0.18% | Add +0.5% | 8,508 | $496K |
| Geneos Wealth Management Inc. | 0.02% | Add +1.2% | 8,415 | $490K |
| Thomasville National Bank | 0.04% | No change | 8,355 | $487K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -59.1% | 8,307 | $484K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -6.8% | 8,250 | $481K |
| Laidlaw Wealth Management LLC | 0.21% | Add +2.7% | 8,148 | $475K |
| Procyon Advisors, LLC | 0.03% | No change | 8,140 | $474K |
| Weaver Consulting Group | 0.15% | Add +43.3% | 8,110 | $473K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 8,060 | $470K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 8,043 | $469K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -12.7% | 7,994 | $466K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.6% | 7,697 | $449K |
| Wedbush Securities Inc. | 0.02% | Reduce -34.6% | 7,687 | $448K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -4.3% | 7,400 | $446K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,625 | $444K |
| Essential Planning, LLC. | 0.00% | New | 7,150 | $442K |
| Principle Wealth Partners LLC | 0.03% | No change | 7,535 | $439K |
| Moment Partners, LLC | 0.08% | — | 7,375 | $430K |
| Millennium Capital Advisors, LLC | 0.28% | Reduce -4.7% | 7,100 | $414K |
| Alterna Wealth Management, Inc. | 0.35% | No change | 7,055 | $411K |
| MRA Advisory Group | 0.21% | Reduce -18.1% | 6,906 | $402K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.1% | 6,804 | $396K |
| Manchester Capital Management LLC | 0.05% | No change | 6,779 | $395K |
| Curi Capital, LLC | 0.01% | New | 6,721 | $392K |
| Medallion Wealth Advisors, LLC | 0.19% | — | 6,629 | $391K |
| Advisors Management Group Inc. | 0.09% | No change | 6,705 | $391K |
| Continuum Wealth Advisors, LLC | 0.20% | No change | 6,660 | $388K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 6,640 | $387K |
| Csenge Advisory Group | 0.02% | Reduce -13.4% | 6,602 | $385K |
| Athena Investment Management | 0.22% | No change | 6,546 | $381K |
| Northeast Planning Associates, Inc. / NH / | 0.39% | — | 6,510 | $379K |
| Sovran Advisors, LLC | 0.05% | — | 6,361 | $377K |
| Gsa Capital Partners LLP | 0.03% | New | 6,465 | $377K |
| Spire Wealth Management | 0.01% | Reduce -7.4% | 6,461 | $376K |
| Summit X, LLC | 0.08% | Reduce -1.0% | 6,397 | $373K |
| Arrowroot Family Office, LLC | 0.19% | Add +0.6% | 6,374 | $371K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -4.9% | 6,370 | $371K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 6,366 | $371K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.9% | 6,323 | $368K |
| Key Client Fiduciary Advisors, LLC | 0.16% | Reduce -0.4% | 6,272 | $365K |
| Quadrature Capital Ltd | 0.01% | New | 6,237 | $364K |
| First United Bank & Trust | 0.13% | Reduce -2.4% | 6,235 | $363K |
| Palisades Hudson Asset Management, L.P. | 0.15% | Add +0.3% | 6,236 | $363K |
| Eldridge Investment Advisors, Inc. | 0.08% | Reduce -11.0% | 6,238 | $363K |
| Cary Street Partners Financial LLC | 0.01% | — | 6,224 | $363K |
| Visionary Wealth Advisors | 0.02% | Reduce -15.1% | 6,208 | $362K |
| Franklin Resources Inc. | 0.00% | No change | 6,125 | $357K |
| North Star Investment Management Corp. | 0.02% | No change | 6,105 | $356K |
| First Merchants Corp. | 0.01% | Reduce -15.3% | 6,084 | $355K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -1.1% | 6,024 | $351K |
| BlackRock, Inc. | 0.00% | Add +46.1% | 5,932 | $346K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,816 | $339K |
| Sharper & Granite LLC | 0.15% | Add +8.4% | 5,780 | $337K |
| Eq LLC | 0.16% | Reduce -19.3% | 5,761 | $336K |
| Ameriflex Group, Inc. | 0.15% | — | 5,386 | $334K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.3% | 5,722 | $333K |
| Savant Capital, LLC | 0.00% | Reduce -25.5% | 5,693 | $332K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 5,690 | $332K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 5,647 | $329K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 5,625 | $328K |
| Clearstead Advisors, LLC | 0.01% | Add +576.9% | 5,584 | $325K |
| TFR Capital, LLC. | 0.16% | — | 5,565 | $324K |
| Merit Financial Group, LLC | 0.01% | Add +2.7% | 5,545 | $323K |
| Fairscale Capital, LLC | 0.28% | No change | 5,539 | $323K |
| Sandy Spring Bank | 0.01% | Reduce -1.4% | 5,485 | $320K |
| Ieq Capital, LLC | 0.00% | No change | 5,460 | $318K |
| Colorado Capital Management, Inc. | 0.15% | No change | 5,455 | $318K |
| Bristlecone Advisors, LLC | 0.02% | No change | 5,450 | $318K |
| Brookstone Capital Management | 0.00% | Add +19.1% | 5,439 | $317K |
| D.A. Davidson & Co. | 0.00% | Add +6.8% | 5,394 | $314K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.2% | 5,380 | $313K |
| TPG Advisors LLC | 0.24% | No change | 5,375 | $313K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 5,370 | $313K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | No change | 5,261 | $311K |
| PFG Advisors | 0.02% | Reduce -11.7% | 5,286 | $308K |
| Keebeck Wealth Management | 0.04% | Reduce -1.3% | 5,247 | $306K |
| Red Door Wealth Management, LLC | 0.05% | No change | 5,235 | $305K |
| Garrison Point Advisors, LLC | 0.14% | Add +0.5% | 5,165 | $301K |
| Welch Group, LLC | 0.01% | New | 5,171 | $301K |
| Adell Harriman & Carpenter Inc. | 0.02% | Reduce -1.9% | 5,150 | $300K |
| Gryphon Financial Partners LLC | 0.04% | No change | 5,085 | $296K |
| Financial Counselors Inc. | 0.00% | Reduce -5.6% | 5,076 | $296K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -7.5% | 5,036 | $293K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 5,026 | $293K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -1.3% | 5,011 | $292K |
| Meridian Management Co. | 0.08% | No change | 5,000 | $291K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 5,000 | $291K |
| Banque Pictet & Cie SA | 0.00% | No change | 5,000 | $291K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -3.0% | 4,805 | $286K |
| Gries Financial LLC | 0.05% | Add +0.1% | 4,889 | $285K |
| Lazari Capital Management, Inc. | 0.11% | Add +4.8% | 4,832 | $282K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -84.2% | 4,753 | $277K |
| Fort Sheridan Advisors LLC | 0.04% | Reduce -2.6% | 4,685 | $273K |
| HB Wealth Management, LLC | 0.00% | No change | 4,685 | $273K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,585 | $267K |
| Round Rock Advisors LLC | 0.05% | No change | 4,581 | $267K |
| KKM Financial LLC | 0.11% | No change | 4,540 | $265K |
| Flputnam Investment Management Co. | 0.00% | Reduce -3.0% | 4,531 | $264K |
| Maxele Advisors, LLC | 0.25% | — | 4,525 | $264K |
| M&T Bank Corp | 0.00% | No change | 4,290 | $250K |
| PCG Asset Management, LLC | 0.22% | — | 4,285 | $250K |
| Caldwell Sutter Capital, Inc. | 0.12% | No change | 4,265 | $249K |
| Arbor Investment Advisors, LLC | 0.04% | Add +4.5% | 4,264 | $248K |
| Maia Wealth LLC | 0.05% | Reduce -14.2% | 3,969 | $247K |
| Certuity, LLC | 0.03% | Reduce -20.8% | 4,216 | $246K |
| Innovative Wealth Building LLC | 0.22% | — | 4,152 | $242K |
| Keel Point, LLC | 0.02% | Reduce -36.3% | 4,147 | $242K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -27.8% | 4,096 | $239K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.9% | 4,071 | $237K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 4,065 | $237K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.3% | 4,054 | $236K |
| Objective Capital Management, LLC | 0.16% | Add +0.2% | 4,048 | $236K |
| Sunburst Financial Group, LLC | 0.06% | Reduce -0.3% | 4,037 | $235K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -24.9% | 4,016 | $234K |
| Redwood Financial Network Corp | 0.17% | New | 4,009 | $234K |
| LCNB Corp. | 0.09% | Reduce -7.0% | 4,000 | $233K |
| BigSur Wealth Management LLC | 0.07% | No change | 4,000 | $233K |
| Sonata Capital Group Inc. | 0.10% | No change | 4,000 | $233K |
| Guidance Point Advisors, LLC | 0.07% | Add +0.3% | 3,951 | $230K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.4% | 3,579 | $230K |
| Trillium Asset Management, LLC | 0.01% | No change | 3,940 | $230K |
| Patten & Patten Inc. | 0.01% | No change | 3,900 | $227K |
| Nilsine Partners, LLC | 0.02% | No change | 3,865 | $225K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,835 | $223K |
| Quartz Partners, LLC | 0.14% | Reduce -24.3% | 3,821 | $223K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 3,820 | $223K |
| Harbour Trust & Investment Management Co | 0.02% | No change | 3,750 | $219K |
| Narwhal Capital Management | 0.02% | No change | 3,750 | $219K |
| Park National Corp. | 0.01% | No change | 3,750 | $219K |
| Keystone Wealth Services, LLC | 0.06% | No change | 3,745 | $218K |
| Pavion Blue Capital, LLC | 0.10% | No change | 3,717 | $217K |
| Kaydan Wealth Management, Inc. | 0.07% | No change | 3,681 | $215K |
| Aurora Private Wealth, Inc. | 0.16% | Add +0.2% | 3,653 | $213K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 3,653 | $213K |
| Butensky & Cohen Financial Security, Inc. | 0.07% | Reduce -0.6% | 3,614 | $211K |
| Smith Salley Wealth Management | 0.01% | No change | 3,510 | $205K |
| AMG National Trust Bank | 0.01% | No change | 3,505 | $204K |
| Berkeley Capital Partners, LLC | 0.06% | No change | 3,500 | $204K |
| Mendel Capital Management LLC | 0.12% | Reduce -9.2% | 3,497 | $204K |
| Collaborative Wealth Managment Inc. | 0.09% | No change | 3,470 | $202K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -3.8% | 3,464 | $202K |
| Ignite Planners, LLC | 0.04% | Add +0.1% | 3,418 | $201K |
| Cascade Wealth Advisors, Inc | 0.14% | Reduce -29.4% | 3,445 | $201K |
| Marshall Financial Group, LLC | 0.05% | Reduce -0.2% | 3,442 | $201K |
| Allworth Financial LP | 0.00% | Reduce -21.9% | 3,315 | $200K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,335 | $194K |
| Harbour Investments, Inc. | 0.01% | Add +13.7% | 3,286 | $191K |
| Parallel Advisors, LLC | 0.00% | Add +12.2% | 3,225 | $188K |
| Caldwell Trust Co | 0.02% | No change | 3,220 | $188K |
| Creative Financial Designs Inc. | 0.01% | Reduce -7.3% | 3,156 | $184K |
| Farther Finance Advisors, LLC | 0.01% | Add +112.7% | 3,073 | $179K |
| Front Row Advisors LLC | 0.06% | No change | 3,070 | $179K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -14.5% | 2,967 | $173K |
| Picton Mahoney Asset Management | 0.01% | Reduce -50.0% | 2,600 | $152K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 2,425 | $141K |
| Hanson & Doremus Investment Management | 0.02% | No change | 2,370 | $138K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,300 | $134K |
| Nova Wealth Management, Inc. | 0.11% | — | 2,264 | $132K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,225 | $130K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -5.1% | 2,215 | $129K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,000 | $117K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 1,977 | $115K |
| Accordant Advisory Group Inc | 0.11% | No change | 1,940 | $113K |
| Key Financial Inc | 0.02% | Add +0.3% | 1,837 | $107K |
| Centricity Wealth Management, LLC | 0.10% | — | 1,825 | $106K |
| Headlands Technologies LLC | 0.01% | Add +1717.0% | 1,817 | $106K |
| Runnymede Capital Advisors, Inc. | 0.09% | — | 1,680 | $98K |
| MTM Investment Management, LLC | 0.04% | No change | 1,625 | $95K |
| AlphaMark Advisors, LLC | 0.04% | No change | 1,615 | $94K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.2% | 1,555 | $91K |
| Global Retirement Partners, LLC | 0.00% | Reduce -47.4% | 1,535 | $89K |
| Signaturefd, LLC | 0.00% | Add +101.1% | 1,514 | $88K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,500 | $87K |
| AE Wealth Management LLC | 0.00% | New | 1,360 | $79K |
| Tsfg, LLC | 0.02% | No change | 1,350 | $79K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,250 | $73K |
| Continuum Advisory, LLC | 0.01% | No change | 1,200 | $70K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,180 | $69K |
| BNP Paribas Financial Markets | 0.00% | Reduce -23.6% | 1,178 | $69K |
| FPC Investment Advisory, Inc. | 0.05% | Add +21920.0% | 1,101 | $68K |
| CVA Family Office, LLC | 0.01% | No change | 1,035 | $60K |
| Perritt Capital Management Inc | 0.03% | Add +0.3% | 1,014 | $59K |
| Realta Investment Advisors | 0.02% | No change | 1,000 | $59K |
| Davis Capital Management | 0.05% | No change | 1,000 | $58K |
| Ransom Advisory, Ltd | 0.03% | No change | 1,000 | $58K |
| PSI Advisors, LLC | 0.02% | Add +0.3% | 939 | $55K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 895 | $52K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 890 | $52K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 835 | $49K |
| Hilltop National Bank | 0.01% | No change | 805 | $47K |
| Frazier Financial Advisors, LLC | 0.04% | Add +0.4% | 797 | $46K |
| New Republic Capital, LLC | 0.03% | Reduce -0.1% | 784 | $46K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -80.2% | 157 | $45K |
| Flagship Wealth Advisors, LLC | 0.03% | — | 750 | $44K |
| Family Manage LLC | 0.01% | No change | 750 | $44K |
| Tidemark, LLC | 0.02% | No change | 705 | $41K |
| Transcendent Capital Group LLC | 0.02% | Reduce -30.0% | 700 | $41K |
| LRI Investments, LLC | 0.00% | No change | 675 | $39K |
| Rothschild Investment LLC | 0.00% | No change | 675 | $39K |
| Beacon Capital Management, LLC | 0.01% | Reduce -2.2% | 672 | $39K |
| Pacifica Partners Inc. | 0.02% | No change | 635 | $37K |
| WASHINGTON TRUST Co | 0.00% | Reduce -68.3% | 606 | $35K |
| Larson Financial Group LLC | 0.00% | No change | 593 | $35K |
| Westside Investment Management, Inc. | 0.01% | Add +0.2% | 590 | $34K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 585 | $34K |
| Compass Wealth Management LLC | 0.01% | No change | 575 | $34K |
| Arax Advisory Partners | 0.00% | No change | 565 | $33K |
| Private Trust Co. NA | 0.00% | New | 560 | $33K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | — | 559 | $33K |
| Old Second National Bank of Aurora | 0.01% | No change | 545 | $32K |
| Duncker Streett & Co. Inc. | 0.01% | Reduce -36.9% | 536 | $31K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 516 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | New | 511 | $30K |
| Murphy & Mullick Capital Management Corp | 0.03% | — | 509 | $30K |
| Park Square Financial Group, LLC | 0.02% | — | 500 | $29K |
| 2UniFi Bank | 0.02% | — | 500 | $29K |
| Bellevue Asset Management, LLC | 0.01% | No change | 500 | $29K |
| Truvestments Capital LLC | 0.01% | No change | 500 | $29K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 500 | $29K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.4% | 491 | $29K |
| Rise Advisors, LLC | 0.01% | Add +0.2% | 467 | $27K |
| CENTRAL TRUST Co | 0.00% | No change | 460 | $27K |
| Allianz SE | 0.00% | No change | 425 | $25K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 400 | $23K |
| Avion Wealth | 0.01% | New | 400 | $23K |
| VSM Wealth Advisory, LLC | 0.01% | — | 380 | $22K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 375 | $22K |
| Glenmede Trust Co. NA | 0.00% | No change | 345 | $20K |
| Synergy Asset Management, LLC | 0.00% | New | 305 | $20K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 340 | $20K |
| Evermay Wealth Management LLC | 0.00% | No change | 330 | $19K |
| Asset Dedication, LLC | 0.00% | No change | 330 | $19K |
| Founders Financial Alliance, LLC | 0.01% | No change | 325 | $19K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 325 | $19K |
| Transce3nd, LLC | 0.01% | — | 310 | $18K |
| Hollencrest Capital Management | 0.00% | No change | 305 | $18K |
| HighMark Wealth Management LLC | 0.01% | Add +0.3% | 302 | $18K |
| GKV Capital Management Co., Inc. | 0.01% | — | 300 | $17K |
| FWL Investment Management, LLC | 0.01% | No change | 300 | $17K |
| Centennial Bank | 0.01% | New | 299 | $17K |
| Anfield Capital Management, LLC | 0.01% | New | 288 | $17K |
| Missouri Trust & Investment Co | 0.01% | No change | 275 | $16K |
| Hartford Financial Management Inc. | 0.00% | No change | 255 | $15K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 250 | $15K |
| Tucker Asset Management LLC | 0.00% | New | 240 | $14K |
| Avior Wealth Management, LLC | 0.00% | Add +0.4% | 239 | $14K |
| Whittier Trust Co. | 0.00% | No change | 220 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.9% | 196 | $11K |
| 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% | No change | 165 | $10K |
| Capital Analysts, LLC | 0.00% | No change | 150 | $9K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.8% | 132 | $8K |
| Golden State Wealth Management, LLC | 0.00% | — | 128 | $7K |
| WR Wealth Planners, LLC | 0.00% | Reduce -39.0% | 125 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 115 | $7K |
| SouthState Bank Corp | 0.00% | No change | 115 | $7K |
| Synergy Investment Management, LLC | 0.00% | — | 110 | $6K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 110 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -76.8% | 106 | $6K |
| Register Financial Advisors LLC | 0.00% | No change | 100 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $6K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 90 | $5K |
| Bessemer Group Inc. | 0.00% | No change | 90 | $5K |
| Richards, Merrill & Peterson, Inc. | 0.00% | — | 77 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 75 | $4K |
| PKS Advisory Services, LLC | 0.00% | — | 71,569 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 61 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 55 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 51 | $3K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 50 | $3K |
| Sachetta, LLC | 0.00% | Add +3.2% | 32 | $2K |
| Assetmark, Inc. | 0.00% | No change | 30 | $2K |
| Viewpoint Capital Management LLC | 0.00% | No change | 20 | $1K |
| Gould Capital, LLC | 0.00% | No change | 12 | $699 |
| Lanark Financial, Inc. | 0.01% | — | 2 | $157 |
| Retirement Wealth Solutions LLC | 0.00% | — | 1 | $79 |
| GeoWealth Management, LLC | 0.00% | No change | 1 | $49 |
"% 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.