iShares U.S. Healthcare ETFIYHETF
13F holders, Q1 2025 (March 31)500holders −7
37new positions
40sold out
3famous investors
$60.83avg. 13F price*
At the end of Q1 2025, 500 institutions reported holding iShares U.S. Healthcare ETF (IYH) in their 13F filings, down 7 from Q4 2024. 37 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($129.9M), Bank of America Corp. ($104.4M) and LPL Financial LLC ($101.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $28.2M |
| Exits | 40 | $20.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,713,273 shares bought and 1,913,279 shares sold, net −200,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 500 holders
| Morgan Stanley | 0.01% | Reduce -3.2% | 2,133,777 | $129.9M |
| Bank of America Corp. | 0.01% | Reduce -10.3% | 1,713,776 | $104.4M |
| LPL Financial LLC | 0.04% | Add +4.9% | 1,663,845 | $101.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +13.0% | 1,461,787 | $89.0M |
| UBS Group AG | 0.02% | Reduce -4.3% | 1,313,500 | $80.0M |
| Royal Bank of Canada | 0.02% | Reduce -5.7% | 1,113,055 | $67.8M |
| Wells Fargo & Company | 0.02% | Add +4.8% | 1,046,287 | $63.7M |
| PGIM Custom Harvest LLC | 1.39% | Reduce -1.1% | 956,517 | $58.2M |
| Raymond James Financial Inc. | 0.02% | Add +3.6% | 758,659 | $46.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +34.5% | 630,685 | $38.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.7% | 506,234 | $30.8M |
| Oakworth Capital, Inc. | 1.67% | Add +3.6% | 393,412 | $24.0M |
| Osaic Holdings, Inc. | 0.05% | Add +8.3% | 374,187 | $22.8M |
| J. Safra Sarasin Holding AG | 0.37% | Add +104.4% | 339,610 | $20.7M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -2.0% | 313,738 | $19.1M |
| HighTower Advisors, LLC | 0.03% | Add +0.9% | 309,917 | $18.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.0% | 308,172 | $18.8M |
| Consolidated Capital Management, LLC | 6.53% | Reduce -14.4% | 258,086 | $15.7M |
| Ferguson Wellman Capital Management, Inc. | 0.24% | Add +2375.1% | 199,075 | $12.1M |
| Cetera Investment Advisers | 0.02% | Add +21.8% | 187,098 | $11.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.5% | 164,594 | $10.0M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -10.8% | 155,072 | $9.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.1% | 134,325 | $8.4M |
| Adams Wealth Management | 1.55% | New | 129,292 | $7.9M |
| CacheTech Inc. | 1.53% | New | 129,292 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.0% | 126,681 | $7.7M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -4.3% | 126,231 | $7.7M |
| United Capital Financial Advisors, LLC | 0.06% | Add +1.0% | 113,170 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.6% | 110,735 | $6.7M |
| First Citizens Financial Corp | 3.75% | Reduce -1.0% | 108,804 | $6.6M |
| SP Asset Management LLC | 0.55% | Add +0.1% | 102,753 | $6.3M |
| VestGen Advisors, LLC | 0.28% | — | 100,138 | $6.1M |
| Private Advisor Group, LLC | 0.04% | Reduce -3.7% | 98,753 | $6.0M |
| Arkansas Financial Group, Inc. | 1.00% | Add +4.5% | 102,628 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -45.1% | 91,279 | $5.6M |
| Jones Financial Companies LLLP | 0.00% | Add +33.8% | 90,746 | $5.5M |
| Bank of Montreal | 0.00% | Reduce -4.7% | 88,987 | $5.4M |
| Audent Global Asset Management, LLC | 4.22% | Reduce -6.9% | 84,093 | $5.1M |
| Stillwater Capital Advisors, LLC | 0.70% | Reduce -16.2% | 82,794 | $5.0M |
| Sanctuary Advisors, LLC | 0.03% | Add +3.9% | 79,431 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.1% | 77,933 | $4.7M |
| MML Investors Services, LLC | 0.02% | Reduce -12.3% | 77,193 | $4.7M |
| Pettyjohn, Wood & White, Inc. | 0.88% | Reduce -2.0% | 75,710 | $4.6M |
| Sowa Financial Group, Inc. | 3.02% | Reduce -5.3% | 75,495 | $4.6M |
| Advisory Services Network, LLC | 0.09% | Add +5.7% | 74,981 | $4.6M |
| Capital Investment Advisors, LLC | 0.09% | Reduce -1.8% | 73,300 | $4.5M |
| HC Advisors, LLC | 3.11% | Add +6.3% | 68,230 | $4.2M |
| Perigon Wealth Management, LLC | 0.10% | Add +24.3% | 63,963 | $3.9M |
| Citigroup Inc. | 0.00% | Reduce -7.3% | 61,345 | $3.7M |
| Equitable Holdings, Inc. | 0.03% | Add +40.5% | 60,082 | $3.7M |
| Citadel Advisors | 0.00% | Add +219.0% | 59,561 | $3.6M |
| National Bank of Canada | 0.00% | Add +0.6% | 58,350 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -9.5% | 57,451 | $3.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 56,787 | $3.5M |
| Park Avenue Securities LLC | 0.04% | Add +23.5% | 56,422 | $3.4M |
| Rainey & Randall Wealth Advisors Inc. | 0.65% | Reduce -1.4% | 54,628 | $3.3M |
| National Philanthropic Trust | 0.05% | No change | 54,440 | $3.3M |
| Lighthouse Financial LLC | 2.86% | Reduce -1.0% | 54,437 | $3.3M |
| Mariner, LLC | 0.01% | Add +2.5% | 53,956 | $3.3M |
| BNP Paribas Financial Markets | 0.00% | Add +4431.6% | 53,382 | $3.3M |
| Ethos Financial Group, LLC | 0.30% | New | 51,294 | $3.1M |
| Creative Planning | 0.00% | Add +5.2% | 48,229 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -14.9% | 47,702 | $2.9M |
| Sheridan Capital Management, LLC | 2.07% | Reduce -7.0% | 46,714 | $2.8M |
| Cibc World Market Inc. | 0.01% | Reduce -3.4% | 44,638 | $2.7M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.31% | Reduce -1.6% | 44,084 | $2.7M |
| Conservest Capital Advisors, Inc. | 0.26% | Reduce -0.6% | 40,371 | $2.5M |
| Vishria Bird Financial Group, LLC | 0.81% | Reduce -2.1% | 39,007 | $2.4M |
| FMR LLC | 0.00% | Reduce -1.0% | 38,435 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +18738.8% | 36,924 | $2.3M |
| Empirical Asset Management, LLC | 0.77% | Reduce -2.4% | 37,025 | $2.3M |
| CW Advisors, LLC | 0.03% | Reduce -13.9% | 35,918 | $2.2M |
| Quest 10 Wealth Builders, Inc. | 2.25% | Reduce -2.2% | 34,353 | $2.1M |
| Independent Financial Group, LLC | 0.07% | Reduce -28.3% | 33,908 | $2.1M |
| Glenview Trust Co | 0.04% | Reduce -67.8% | 33,804 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.3% | 32,980 | $2.0M |
| Arrien Investments, Inc. | 1.40% | Add +0.1% | 32,096 | $2.0M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -9.6% | 32,095 | $2.0M |
| Lido Advisors, LLC | 0.01% | Reduce -3.5% | 31,850 | $1.9M |
| Essex LLC | 0.41% | Reduce -0.5% | 30,916 | $1.9M |
| Mgo One Seven LLC | 0.07% | Add +11.6% | 30,648 | $1.9M |
| Laurel Wealth Advisors LLC | 0.29% | Add +0.5% | 30,224 | $1.8M |
| Finley Financial, LLC | 1.01% | Add +3.0% | 31,250 | $1.8M |
| Aua Capital Management, LLC | 1.18% | No change | 29,785 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.2% | 29,557 | $1.8M |
| MMBG Investment Advisors Co. | 0.20% | No change | 29,125 | $1.8M |
| Creekmur Asset Management LLC | 0.37% | Reduce -0.3% | 29,054 | $1.8M |
| NWF Advisory Services Inc. | 0.24% | Add +5.5% | 28,632 | $1.7M |
| Perbak Capital Partners LLP | 1.23% | Reduce -52.7% | 27,347 | $1.7M |
| Debussy Capital Management LP | 0.26% | No change | 26,474 | $1.6M |
| EHP Funds Inc. | 1.78% | Reduce -17.8% | 26,300 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -1.0% | 26,070 | $1.6M |
| Royal Fund Management, LLC | 0.19% | Reduce -0.4% | 25,786 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Add +16.0% | 25,740 | $1.6M |
| Merkkuri Wealth Advisors LLC | 1.32% | Reduce -9.0% | 25,313 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +5.0% | 25,185 | $1.5M |
| My Personal CFO, LLC | 0.76% | No change | 24,750 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.4% | 24,655 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -65.8% | 24,318 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.8% | 24,369 | $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.