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 |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.0% | 23,878 | $1.5M |
| Mandatum Life Insurance Co Ltd | 0.44% | Reduce -22.5% | 23,288 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -25.8% | 22,943 | $1.4M |
| Simmons Bank | 0.10% | Reduce -0.2% | 22,761 | $1.4M |
| Counterweight Ventures, LLC | 0.99% | Add +4.4% | 22,636 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 22,608 | $1.4M |
| Commerce Bank | 0.01% | Reduce -0.2% | 22,040 | $1.3M |
| Corrado Advisors, LLC | 0.87% | Reduce -37.0% | 21,502 | $1.3M |
| HSBC Holdings PLC | 0.00% | New | 21,121 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -92.8% | 20,887 | $1.3M |
| Arkadios Wealth Advisors | 0.05% | Add +27.4% | 20,834 | $1.3M |
| Money Concepts Capital Corp. | 0.09% | Reduce -5.2% | 20,695 | $1.3M |
| Dentgroup LLC | 0.93% | Reduce -0.0% | 20,405 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Add +0.1% | 20,380 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -23.9% | 20,223 | $1.2M |
| SOA Wealth Advisors, LLC. | 0.26% | Reduce -0.9% | 20,222 | $1.2M |
| NorthRock Partners, LLC | 0.04% | Reduce -4.0% | 19,770 | $1.2M |
| Cornerstone Advisory, LLC | 0.14% | No change | 21,325 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -1.3% | 19,462 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -10.1% | 19,434 | $1.2M |
| Scotia Capital Inc. | 0.01% | Reduce -2.8% | 19,093 | $1.2M |
| Fifth Third Securities, Inc. | 0.09% | Reduce -2.3% | 18,411 | $1.1M |
| IFP Advisors, Inc | 0.03% | Reduce -6.7% | 18,392 | $1.1M |
| IFG Advisory, LLC | 0.06% | Reduce -19.9% | 18,306 | $1.1M |
| Oxinas Partners, LLC | 0.66% | Reduce -6.5% | 18,278 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.2% | 18,059 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +4.3% | 17,788 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.35% | No change | 18,472 | $1.1M |
| Climber Capital SA | 0.84% | Add +6.5% | 26,429 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -4.8% | 17,342 | $1.1M |
| MAI Capital Management | 0.01% | Add +0.0% | 17,340 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +1.1% | 17,286 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -37.5% | 17,236 | $1.0M |
| Bond & Devick Financial Network, Inc. | 0.37% | Add +0.1% | 16,847 | $1.0M |
| Indie Asset Partners, LLC | 0.89% | Reduce -11.5% | 16,800 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.08% | Add +5.3% | 16,790 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +44.7% | 16,590 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.1% | 16,392 | $998K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.6% | 16,173 | $985K |
| Aft, Forsyth & Company, Inc. | 0.52% | Add +0.6% | 15,980 | $973K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -1.5% | 15,972 | $973K |
| Silvia McColl Wealth Management, LLC | 0.73% | No change | 15,800 | $962K |
| Kennicott Capital Management LLC | 0.63% | No change | 15,740 | $958K |
| Lakeshore Capital Group, Inc. | 0.92% | New | 15,688 | $955K |
| Worth Financial Advisory Group, LLC | 0.61% | Add +1.5% | 15,682 | $955K |
| Kovack Advisors, Inc. | 0.10% | Reduce -0.5% | 15,633 | $952K |
| Avantax Advisory Services, Inc. | 0.01% | Add +8.5% | 15,615 | $951K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +52.9% | 15,567 | $948K |
| Fort Point Capital Partners LLC | 0.10% | Reduce -1.8% | 15,248 | $928K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +202.7% | 15,245 | $928K |
| Quantinno Capital Management LP | 0.01% | Add +23.4% | 15,110 | $920K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +4.5% | 14,988 | $913K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +32.4% | 14,680 | $894K |
| WCG Wealth Advisors LLC | 0.07% | Add +5.2% | 14,430 | $879K |
| Haverford Trust Co | 0.01% | No change | 14,270 | $869K |
| Smith, Moore & Co. | 0.08% | Add +0.6% | 14,196 | $864K |
| Huntleigh Advisors, Inc. | 0.14% | Reduce -1.1% | 14,035 | $855K |
| Caprock Group, LLC | 0.03% | Reduce -7.2% | 14,030 | $854K |
| Brown Advisory Inc. | 0.00% | New | 13,920 | $848K |
| Planning Directions Inc. | 0.36% | Reduce -13.0% | 13,883 | $845K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.0% | 13,867 | $844K |
| Tritonpoint Wealth, LLC | 0.08% | Reduce -5.0% | 13,863 | $844K |
| Ameritas Advisory Services, LLC | 0.03% | Add +0.0% | 14,386 | $842K |
| Redhawk Wealth Advisors, Inc. | 0.11% | Add +0.3% | 13,698 | $834K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.3% | 13,306 | $810K |
| Regal Investment Advisors LLC | 0.07% | Reduce -5.2% | 13,280 | $809K |
| Bellwether Advisors, LLC | 0.17% | Reduce -1.7% | 13,261 | $807K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.9% | 13,010 | $792K |
| V2 Financial group LLC | 0.51% | No change | 13,000 | $792K |
| Sowell Financial Services LLC | 0.04% | Reduce -0.3% | 12,650 | $770K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,602 | $767K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +19.6% | 12,304 | $749K |
| Stephens Inc. | 0.01% | Add +0.3% | 12,273 | $747K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -20.8% | 12,088 | $736K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 12,030 | $733K |
| Axxcess Wealth Management, LLC | 0.02% | Add +4.4% | 11,878 | $723K |
| Cresset Asset Management, LLC | 0.00% | Reduce -13.8% | 11,687 | $712K |
| Apexium Financial, LP | 0.04% | No change | 11,390 | $694K |
| Coastal Bridge Advisors, LLC | 0.10% | Add +20.9% | 11,382 | $693K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -57.3% | 11,327 | $690K |
| Waterloo Capital, L.P. | 0.06% | Add +0.3% | 11,096 | $676K |
| Corient Private Wealth LP | 0.00% | Reduce -49.4% | 11,070 | $674K |
| Tyler-Stone Wealth Management | 0.12% | Add +0.1% | 11,023 | $671K |
| AQR Capital Management | 0.00% | Add +17.7% | 10,841 | $660K |
| American Financial Advisors, LLC | 0.10% | Reduce -3.0% | 10,802 | $658K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -91.1% | 10,800 | $658K |
| Moors & Cabot, Inc. | 0.03% | Add +2.0% | 10,553 | $643K |
| Shira Ridge Wealth Management | 0.32% | Reduce -14.2% | 10,459 | $637K |
| Wesbanco Bank Inc. | 0.02% | No change | 10,385 | $632K |
| Oppenheimer & Co. Inc. | 0.01% | Add +29.1% | 10,324 | $629K |
| Ancora Advisors LLC | 0.01% | No change | 10,321 | $628K |
| Heritage Wealth Advisors | 0.03% | No change | 10,300 | $627K |
| Comerica Bank | 0.00% | Reduce -6.9% | 10,284 | $626K |
| American State Bank (Iowa) | 0.38% | No change | 10,215 | $622K |
| Wealthspire Retirement, LLC | 0.05% | No change | 10,190 | $620K |
| Blair William & Co. | 0.00% | Reduce -3.9% | 10,136 | $617K |
| Cozad Asset Management Inc. | 0.06% | No change | 10,115 | $616K |
| CFM Wealth Partners LLC | 0.11% | No change | 10,060 | $613K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 10,055 | $612K |
| Acropolis Investment Management, LLC | 0.04% | Reduce -4.8% | 10,010 | $610K |
| Montag A & Associates Inc. | 0.03% | No change | 10,000 | $609K |
| Tranquility Partners, LLC | 0.23% | No change | 9,768 | $595K |
| Granite FO LLC | 0.34% | No change | 9,767 | $595K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -3.5% | 9,660 | $588K |
| Mutual Advisors, LLC | 0.02% | Add +0.3% | 10,083 | $581K |
| Symphony Financial Services, Inc. | 0.37% | Add +1.6% | 9,414 | $573K |
| Blackston Financial Advisory Group, LLC | 0.39% | Reduce -5.4% | 9,364 | $570K |
| Nemes Rush Group LLC | 0.07% | Reduce -14.6% | 9,227 | $562K |
| Carnegie Investment Counsel | 0.01% | Reduce -6.3% | 9,951 | $557K |
| Central Valley Advisors, LLC | 0.21% | No change | 9,111 | $555K |
| Principal Securities, Inc. | 0.01% | Add +2.7% | 9,442 | $550K |
| Armor Investment Advisors, LLC | 0.23% | Add +0.2% | 8,998 | $548K |
| D L Carlson Investment Group Inc. | 0.10% | Reduce -2.8% | 8,857 | $539K |
| Focus Partners Wealth | 0.00% | Add +2.6% | 8,810 | $536K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.0% | 8,793 | $535K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -9.7% | 8,741 | $532K |
| Archer Investment Corp | 0.14% | No change | 8,616 | $525K |
| Capital Advisory Group Advisory Services, LLC | 0.20% | Add +0.5% | 8,549 | $521K |
| Jane Street Group, LLC | 0.00% | New | 8,547 | $520K |
| Rollins Financial Advisors, LLC | 0.09% | Reduce -41.8% | 8,514 | $518K |
| Sage Capital Management, LLC | 0.28% | Reduce -23.9% | 8,487 | $517K |
| Thomasville National Bank | 0.04% | Add +0.4% | 8,390 | $511K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 8,250 | $502K |
| Medallion Wealth Advisors, LLC | 0.23% | Add +25.9% | 8,348 | $501K |
| &partners | 0.01% | Reduce -10.9% | 8,280 | $500K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -21.6% | 8,186 | $498K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.8% | 8,160 | $497K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.5% | 8,149 | $496K |
| Procyon Advisors, LLC | 0.03% | No change | 8,140 | $496K |
| Weaver Consulting Group | 0.15% | No change | 8,110 | $494K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.2% | 8,899 | $492K |
| Harbor Investment Advisory, LLC | 0.05% | Reduce -2.8% | 7,835 | $477K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.4% | 7,728 | $471K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.2% | 7,672 | $467K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,625 | $464K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -49.8% | 7,416 | $452K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -12.2% | 7,391 | $450K |
| Moment Partners, LLC | 0.09% | No change | 7,375 | $449K |
| HRT Financial LP | 0.00% | New | 7,252 | $441K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.15% | New | 7,230 | $440K |
| Summit Financial, LLC | 0.01% | Reduce -24.5% | 7,174 | $437K |
| Alterna Wealth Management, Inc. | 0.33% | No change | 7,055 | $430K |
| MRA Advisory Group | 0.22% | Add +0.1% | 6,910 | $421K |
| Merit Financial Group, LLC | 0.01% | Add +23.9% | 6,868 | $418K |
| Manchester Capital Management LLC | 0.05% | No change | 6,779 | $413K |
| Advisors Management Group Inc. | 0.09% | No change | 6,705 | $408K |
| Sandy Spring Bank | 0.02% | Add +21.9% | 6,685 | $407K |
| Continuum Wealth Advisors, LLC | 0.21% | No change | 6,660 | $406K |
| Athena Investment Management | 0.24% | No change | 6,546 | $399K |
| Principle Wealth Partners LLC | 0.03% | Reduce -13.3% | 6,535 | $398K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 6,370 | $388K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 6,366 | $388K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -36.5% | 6,320 | $385K |
| Cary Street Partners Financial LLC | 0.01% | Add +1.5% | 6,319 | $385K |
| Spire Wealth Management | 0.01% | Reduce -2.9% | 6,277 | $382K |
| First United Bank & Trust | 0.14% | No change | 6,235 | $380K |
| Visionary Wealth Advisors | 0.02% | No change | 6,208 | $378K |
| Millennium Capital Advisors, LLC | 0.28% | Reduce -12.7% | 6,200 | $378K |
| Key Client Fiduciary Advisors, LLC | 0.17% | Reduce -1.2% | 6,198 | $377K |
| Focus Financial Network, Inc. | 0.02% | Reduce -2.8% | 6,144 | $374K |
| Palisades Hudson Asset Management, L.P. | 0.17% | Reduce -1.8% | 6,123 | $373K |
| Franklin Resources Inc. | 0.00% | No change | 6,125 | $373K |
| Csenge Advisory Group | 0.02% | Add +0.3% | 6,619 | $373K |
| North Star Investment Management Corp. | 0.03% | No change | 6,105 | $372K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,816 | $354K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 5,728 | $349K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 5,690 | $346K |
| First Merchants Corp. | 0.01% | Reduce -6.8% | 5,669 | $345K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 5,647 | $344K |
| Brookwood Investment Group LLC | 0.06% | — | 5,635 | $343K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 5,625 | $343K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -7.4% | 5,579 | $340K |
| Ignite Planners, LLC | 0.07% | Add +74.3% | 5,956 | $339K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -18.2% | 5,564 | $339K |
| Summit X, LLC | 0.07% | Reduce -13.3% | 5,543 | $337K |
| Fairscale Capital, LLC | 0.30% | No change | 5,539 | $337K |
| PFG Advisors | 0.02% | Add +4.2% | 5,506 | $335K |
| Meridian Wealth Management, LLC | 0.02% | New | 5,471 | $333K |
| Ieq Capital, LLC | 0.00% | No change | 5,460 | $332K |
| Colorado Capital Management, Inc. | 0.15% | No change | 5,455 | $332K |
| Bristlecone Advisors, LLC | 0.03% | No change | 5,450 | $332K |
| Eq LLC | 0.15% | Reduce -5.8% | 5,427 | $330K |
| Tiaa Trust, National Association | 0.00% | No change | 5,380 | $328K |
| TPG Advisors LLC | 0.26% | No change | 5,375 | $327K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 5,370 | $327K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.9% | 5,345 | $325K |
| Red Door Wealth Management, LLC | 0.05% | No change | 5,235 | $319K |
| HB Wealth Management, LLC | 0.00% | Add +11.6% | 5,226 | $318K |
| Courier Capital LLC | 0.02% | New | 5,225 | $318K |
| Garrison Point Advisors, LLC | 0.15% | No change | 5,165 | $314K |
| Bailard, Inc. | 0.01% | New | 5,150 | $314K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -41.9% | 5,145 | $313K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Reduce -2.9% | 5,111 | $311K |
| Financial Counselors Inc. | 0.00% | No change | 5,076 | $309K |
| M&T Bank Corp | 0.00% | Add +17.6% | 5,047 | $307K |
| Lazari Capital Management, Inc. | 0.13% | Add +4.1% | 5,028 | $306K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 5,026 | $306K |
| Meridian Management Co. | 0.09% | No change | 5,000 | $304K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 5,000 | $304K |
| Ameriflex Group, Inc. | 0.12% | Reduce -7.2% | 4,999 | $304K |
| Gries Financial LLC | 0.06% | Add +0.1% | 4,893 | $298K |
| Redwood Financial Network Corp | 0.23% | Add +21.1% | 4,854 | $296K |
| Clearstead Advisors, LLC | 0.00% | Reduce -14.8% | 4,759 | $290K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +15.2% | 4,719 | $287K |
| Keebeck Wealth Management | 0.04% | Reduce -11.5% | 4,642 | $283K |
| Flputnam Investment Management Co. | 0.01% | Add +1.8% | 4,612 | $281K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,596 | $280K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,585 | $279K |
| Round Rock Advisors LLC | 0.05% | No change | 4,581 | $279K |
| KKM Financial LLC | 0.12% | No change | 4,540 | $276K |
| Maxele Advisors, LLC | 0.27% | No change | 4,525 | $276K |
| Brookstone Capital Management | 0.00% | Reduce -17.2% | 4,503 | $274K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 4,811 | $271K |
| Arbor Investment Advisors, LLC | 0.04% | Add +3.6% | 4,419 | $269K |
| Arete Wealth Advisors, LLC | 0.02% | New | 4,366 | $266K |
| Fort Sheridan Advisors LLC | 0.04% | Reduce -8.0% | 4,310 | $262K |
| Caldwell Sutter Capital, Inc. | 0.12% | No change | 4,265 | $260K |
| BlackRock, Inc. | 0.00% | Reduce -28.2% | 4,258 | $259K |
| Certuity, LLC | 0.03% | No change | 4,216 | $257K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -17.2% | 4,210 | $256K |
| Savant Capital, LLC | 0.00% | Reduce -26.4% | 4,187 | $255K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +14.1% | 4,168 | $254K |
| IHT Wealth Management, LLC | 0.01% | Add +2.6% | 4,159 | $253K |
| CoreCap Advisors, LLC | 0.01% | Add +2.1% | 4,156 | $253K |
| Keel Point, LLC | 0.02% | No change | 4,147 | $253K |
| Objective Capital Management, LLC | 0.31% | Add +0.1% | 4,054 | $247K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -61.9% | 4,049 | $247K |
| Sunburst Financial Group, LLC | 0.06% | No change | 4,037 | $246K |
| Independent Advisor Alliance | 0.01% | Reduce -69.0% | 4,032 | $246K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.1% | 4,021 | $245K |
| Sonata Capital Group Inc. | 0.11% | No change | 4,000 | $244K |
| LCNB Corp. | 0.09% | No change | 4,000 | $244K |
| BigSur Wealth Management LLC | 0.07% | No change | 4,000 | $244K |
| Retirement Planning Group, LLC | 0.01% | New | 3,973 | $242K |
| Guidance Point Advisors, LLC | 0.07% | Add +0.3% | 3,962 | $241K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +10.4% | 3,950 | $241K |
| Trillium Asset Management, LLC | 0.01% | No change | 3,940 | $240K |
| Patten & Patten Inc. | 0.02% | No change | 3,900 | $237K |
| Eldridge Investment Advisors, Inc. | 0.05% | Reduce -37.7% | 3,888 | $237K |
| Neuberger Berman Group LLC | 0.00% | New | 3,885 | $237K |
| Nilsine Partners, LLC | 0.03% | No change | 3,865 | $235K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -24.1% | 3,804 | $232K |
| Fisher Asset Management | 0.00% | New | 3,753 | $229K |
| Harbour Trust & Investment Management Co | 0.03% | No change | 3,750 | $228K |
| Narwhal Capital Management | 0.02% | No change | 3,750 | $228K |
| Wealth Alliance, LLC | 0.03% | New | 3,725 | $227K |
| Pavion Blue Capital, LLC | 0.11% | No change | 3,717 | $226K |
| Kaydan Wealth Management, Inc. | 0.07% | No change | 3,681 | $224K |
| Waverly Advisors, LLC | 0.00% | New | 3,655 | $223K |
| KCM Investment Advisors LLC | 0.01% | Reduce -4.8% | 3,650 | $222K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -2.7% | 3,645 | $222K |
| Apollon Financial, LLC | 0.05% | New | 3,600 | $219K |
| Maia Wealth LLC | 0.05% | Reduce -5.7% | 3,743 | $216K |
| Smith Salley Wealth Management | 0.01% | No change | 3,510 | $214K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +1.2% | 3,506 | $213K |
| PCG Asset Management, LLC | 0.20% | Reduce -18.2% | 3,505 | $213K |
| AMG National Trust Bank | 0.01% | No change | 3,505 | $213K |
| Berkeley Capital Partners, LLC | 0.06% | No change | 3,500 | $213K |
| Western Wealth Management, LLC | 0.01% | New | 3,478 | $212K |
| Collaborative Wealth Managment Inc. | 0.10% | No change | 3,470 | $211K |
| Mendel Capital Management LLC | 0.13% | Reduce -1.9% | 3,430 | $209K |
| Butensky & Cohen Financial Security, Inc. | 0.06% | Reduce -5.6% | 3,411 | $208K |
| Sharper & Granite LLC | 0.09% | Reduce -41.2% | 3,400 | $207K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,387 | $206K |
| GM Advisory Group, LLC | 0.01% | New | 3,371 | $205K |
| Parallel Advisors, LLC | 0.00% | Add +4.0% | 3,353 | $204K |
| Cladis Investment Advisory, LLC | 0.15% | New | 3,340 | $203K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,335 | $203K |
| PFG Investments, LLC | 0.01% | New | 3,328 | $203K |
| Joseph P. Lucia & Associates, LLC | 0.09% | New | 3,324 | $202K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -30.6% | 3,298 | $201K |
| Insigneo Advisory Services, LLC | 0.02% | New | 3,296 | $201K |
| Promethium Advisors,llc | 0.13% | New | 3,295 | $201K |
| Allworth Financial LP | 0.00% | Add +5.0% | 3,482 | $200K |
| Caldwell Trust Co | 0.02% | No change | 3,220 | $196K |
| Creative Financial Designs Inc. | 0.02% | Add +0.3% | 3,164 | $193K |
| Front Row Advisors LLC | 0.07% | No change | 3,070 | $187K |
| Centricity Wealth Management, LLC | 0.17% | Add +67.4% | 3,055 | $186K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -0.5% | 2,953 | $180K |
| Harbour Investments, Inc. | 0.01% | Reduce -13.4% | 2,847 | $173K |
| Lanark Financial, Inc. | 0.01% | — | 2,710 | $165K |
| Picton Mahoney Asset Management | 0.01% | Add +3.9% | 2,700 | $164K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.1% | 2,579 | $154K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | No change | 2,425 | $148K |
| Hanson & Doremus Investment Management | 0.02% | No change | 2,370 | $144K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -43.0% | 2,315 | $141K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,300 | $140K |
| Nova Wealth Management, Inc. | 0.12% | Add +0.6% | 2,277 | $139K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +1263.6% | 2,250 | $137K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,225 | $135K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 2,215 | $135K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,000 | $122K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 1,977 | $120K |
| Accordant Advisory Group Inc | 0.12% | No change | 1,940 | $118K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Add +261.6% | 1,866 | $114K |
| Key Financial Inc | 0.02% | Add +0.2% | 1,841 | $112K |
| Pingora Partners LLC | 0.08% | New | 1,700 | $104K |
| Runnymede Capital Advisors, Inc. | 0.10% | No change | 1,680 | $102K |
| MTM Investment Management, LLC | 0.04% | No change | 1,625 | $97K |
| Headlands Technologies LLC | 0.01% | Reduce -16.5% | 1,517 | $92K |
| Russell Investments Group, Ltd. | 0.00% | Add +192.1% | 1,434 | $87K |
| N.E.W. Advisory Services LLC | 0.01% | New | 1,410 | $86K |
| AE Wealth Management LLC | 0.00% | Reduce -0.9% | 1,348 | $82K |
| Larson Financial Group LLC | 0.00% | Add +126.5% | 1,343 | $82K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -13.8% | 1,340 | $82K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +60.0% | 1,336 | $81K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,250 | $76K |
| Continuum Advisory, LLC | 0.01% | Reduce -3.1% | 1,163 | $71K |
| AlphaCore Capital LLC | 0.01% | New | 1,039 | $63K |
| CVA Family Office, LLC | 0.01% | No change | 1,035 | $63K |
| Perritt Capital Management Inc | 0.03% | Add +0.3% | 1,017 | $62K |
| Signaturefd, LLC | 0.00% | Reduce -33.0% | 1,015 | $62K |
| Davis Capital Management | 0.05% | No change | 1,000 | $61K |
| Realta Investment Advisors | 0.03% | No change | 1,000 | $61K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 890 | $54K |
| Frazier Financial Advisors, LLC | 0.04% | Add +0.3% | 799 | $49K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +407.6% | 797 | $49K |
| New Republic Capital, LLC | 0.02% | No change | 784 | $48K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 750 | $46K |
| Family Manage LLC | 0.01% | No change | 750 | $46K |
| Tidemark, LLC | 0.02% | No change | 705 | $43K |
| LRI Investments, LLC | 0.00% | No change | 675 | $41K |
| Westside Investment Management, Inc. | 0.01% | Add +8.5% | 640 | $39K |
| Pacifica Partners Inc. | 0.02% | No change | 635 | $38K |
| Flaharty Asset Management, LLC | 0.01% | New | 600 | $37K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 585 | $36K |
| Compass Wealth Management LLC | 0.01% | No change | 575 | $35K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -36.3% | 570 | $35K |
| Arax Advisory Partners | 0.00% | No change | 565 | $34K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Add +0.2% | 560 | $34K |
| Old Second National Bank of Aurora | 0.01% | No change | 545 | $33K |
| CX Institutional | 0.00% | Reduce -96.3% | 538 | $33K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 536 | $33K |
| 2UniFi Bank | 0.02% | No change | 500 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 511 | $31K |
| Murphy & Mullick Capital Management Corp | 0.03% | Add +0.2% | 510 | $31K |
| Park Square Financial Group, LLC | 0.02% | No change | 500 | $30K |
| Bellevue Asset Management, LLC | 0.02% | No change | 500 | $30K |
| MGB Wealth Management, LLC | 0.01% | Reduce -66.7% | 500 | $30K |
| Truvestments Capital LLC | 0.01% | No change | 500 | $30K |
| Tsfg, LLC | 0.01% | Reduce -63.0% | 500 | $30K |
| Rise Advisors, LLC | 0.01% | Add +0.2% | 468 | $29K |
| CENTRAL TRUST Co | 0.00% | No change | 460 | $28K |
| Allianz SE | 0.00% | No change | 425 | $26K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 400 | $24K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 380 | $23K |
| Avion Wealth | 0.01% | No change | 400 | $23K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 375 | $23K |
| Assetmark, Inc. | 0.00% | Add +1133.3% | 370 | $23K |
| Keystone Global Partners, LLC | 0.01% | — | 347 | $21K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 340 | $21K |
| Evermay Wealth Management LLC | 0.00% | No change | 330 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 330 | $20K |
| Founders Financial Alliance, LLC | 0.00% | No change | 325 | $20K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 325 | $20K |
| Transce3nd, LLC | 0.01% | No change | 310 | $19K |
| Hollencrest Capital Management | 0.00% | No change | 305 | $19K |
| HighMark Wealth Management LLC | 0.01% | Add +0.3% | 303 | $18K |
| GKV Capital Management Co., Inc. | 0.01% | No change | 300 | $18K |
| FWL Investment Management, LLC | 0.01% | No change | 300 | $18K |
| Centennial Bank | 0.01% | No change | 299 | $18K |
| Anfield Capital Management, LLC | 0.01% | No change | 288 | $18K |
| PSI Advisors, LLC | 0.01% | Reduce -70.2% | 280 | $17K |
| Missouri Trust & Investment Co | 0.01% | No change | 275 | $17K |
| Independence Bank of Kentucky | 0.00% | New | 270 | $16K |
| Private Trust Co. NA | 0.00% | Reduce -52.3% | 267 | $16K |
| Glenmede Trust Co. NA | 0.00% | Reduce -23.2% | 265 | $16K |
| Hartford Financial Management Inc. | 0.00% | No change | 255 | $16K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 250 | $15K |
| Country Trust Bank | 0.00% | New | 250 | $15K |
| Tucker Asset Management LLC | 0.00% | No change | 240 | $15K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 225 | $14K |
| Whittier Trust Co. | 0.00% | No change | 220 | $13K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +43.2% | 189 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 185 | $11K |
| Beacon Capital Management, LLC | 0.00% | Reduce -73.1% | 181 | $11K |
| Optimum Investment Advisors | 0.00% | No change | 165 | $10K |
| Rothschild Investment LLC | 0.00% | Reduce -77.8% | 150 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 150 | $9K |
| Golden State Wealth Management, LLC | 0.00% | No change | 128 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 115 | $7K |
| SouthState Bank Corp | 0.00% | No change | 115 | $7K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 110 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.9% | 107 | $6K |
| Register Financial Advisors LLC | 0.00% | No change | 100 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $6K |
| Bessemer Group Inc. | 0.00% | No change | 90 | $5K |
| Sachetta, LLC | 0.00% | Add +143.8% | 78 | $5K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 77 | $5K |
| EPG Wealth Management LLC | 0.00% | No change | 75 | $5K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 60 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 55 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 51 | $3K |
| Synergy Investment Management, LLC | 0.00% | Reduce -63.6% | 40 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | — | 40 | $2K |
| Viewpoint Capital Management LLC | 0.00% | No change | 20 | $1K |
| Gould Capital, LLC | 0.00% | No change | 12 | $731 |
| Curio Wealth, LLC | 0.00% | New | 1 | $291 |
| Glassman Wealth Services | 0.00% | New | 2 | $122 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1 | $81 |
"% 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.