iShares U.S. Healthcare ETFIYHETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 484 institutions reported holding iShares U.S. Healthcare ETF (IYH) in their 13F filings, down 16 from Q1 2025. 26 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($119.3M), Bank of America Corp. ($94.7M) and LPL Financial LLC ($94.4M). 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 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $13.9M |
| Exits | 46 | $33.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,110,171 shares bought and 2,912,902 shares sold, net −1,802,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 484 holders
| Morgan Stanley | 0.01% | Reduce -1.0% | 2,113,091 | $119.3M |
| Bank of America Corp. | 0.01% | Reduce -2.2% | 1,676,110 | $94.7M |
| LPL Financial LLC | 0.03% | Add +0.5% | 1,671,981 | $94.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -22.8% | 1,129,283 | $63.8M |
| UBS Group AG | 0.01% | Reduce -14.7% | 1,120,389 | $63.3M |
| Wells Fargo & Company | 0.01% | Reduce -12.5% | 915,492 | $51.7M |
| Royal Bank of Canada | 0.01% | Reduce -23.5% | 851,026 | $48.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.9% | 698,391 | $39.4M |
| PGIM Custom Harvest LLC | 0.79% | Reduce -29.4% | 675,718 | $38.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.7% | 660,603 | $37.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -6.3% | 474,440 | $26.8M |
| Osaic Holdings, Inc. | 0.04% | Add +12.6% | 421,350 | $23.8M |
| Oakworth Capital, Inc. | 1.46% | Add +1.7% | 400,018 | $22.6M |
| Ameriprise Financial Inc. | 0.01% | Add +15.7% | 356,391 | $20.1M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -0.8% | 311,145 | $17.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.8% | 295,071 | $16.7M |
| Consolidated Capital Management, LLC | 5.41% | Add +2.7% | 265,096 | $15.0M |
| Two Sigma Investments, LP | 0.02% | Add +725.8% | 172,487 | $9.7M |
| Cetera Investment Advisers | 0.02% | Reduce -11.5% | 165,639 | $9.4M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -3.1% | 150,191 | $8.5M |
| Signature Estate & Investment Advisors LLC | 0.19% | Add +1032.2% | 147,301 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.7% | 130,075 | $7.3M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -1.4% | 124,531 | $7.0M |
| HSBC Holdings PLC | 0.00% | Add +488.3% | 124,250 | $7.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +51.1% | 117,733 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.4% | 116,155 | $6.6M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -0.0% | 113,133 | $6.4M |
| Arkansas Financial Group, Inc. | 0.95% | Add +5.3% | 108,031 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.1% | 106,213 | $6.0M |
| Jones Financial Companies LLLP | 0.00% | Add +15.6% | 104,891 | $5.9M |
| SP Asset Management LLC | 0.48% | Add +0.1% | 102,845 | $5.8M |
| First Citizens Financial Corp | 3.01% | Reduce -11.1% | 96,775 | $5.5M |
| Bank of Montreal | 0.00% | Add +7.7% | 95,824 | $5.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -4.5% | 94,276 | $5.3M |
| VestGen Advisors, LLC | 0.19% | Reduce -13.5% | 86,658 | $4.8M |
| Audent Global Asset Management, LLC | 3.40% | Add +0.2% | 84,290 | $4.8M |
| Stillwater Capital Advisors, LLC | 0.59% | Reduce -0.5% | 82,399 | $4.7M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -3.5% | 76,629 | $4.3M |
| Pettyjohn, Wood & White, Inc. | 0.76% | Reduce -0.8% | 75,075 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Add +24.5% | 74,817 | $4.2M |
| Forte Asset Management LLC | 2.07% | New | 71,928 | $4.1M |
| Capital Investment Advisors, LLC | 0.07% | Reduce -2.1% | 71,790 | $4.1M |
| HC Advisors, LLC | 2.80% | Add +3.0% | 70,257 | $4.0M |
| Sowa Financial Group, Inc. | 2.48% | Reduce -7.0% | 70,203 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -28.9% | 64,944 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -18.4% | 63,020 | $3.6M |
| Park Avenue Securities LLC | 0.03% | Add +11.1% | 62,680 | $3.5M |
| Citigroup Inc. | 0.00% | No change | 61,345 | $3.5M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -5.5% | 60,423 | $3.4M |
| National Bank of Canada | 0.00% | Add +3.3% | 60,260 | $3.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 56,149 | $3.2M |
| Lighthouse Financial LLC | 2.39% | Add +1.4% | 55,224 | $3.1M |
| Rainey & Randall Wealth Advisors Inc. | 0.56% | Reduce -0.1% | 54,548 | $3.1M |
| National Philanthropic Trust | 0.04% | No change | 54,440 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 54,386 | $3.1M |
| Truist Financial Corp. | 0.00% | Add +9.8% | 52,382 | $3.0M |
| Adams Wealth Management | 0.56% | Reduce -59.9% | 51,914 | $2.9M |
| CacheTech Inc. | 0.54% | Reduce -59.9% | 51,914 | $2.9M |
| Creative Planning | 0.00% | Add +7.4% | 51,802 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -62.8% | 49,980 | $2.8M |
| Ethos Financial Group, LLC | 0.24% | Reduce -5.3% | 48,578 | $2.7M |
| Mariner, LLC | 0.00% | Reduce -11.3% | 47,874 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -22.5% | 46,177 | $2.6M |
| CW Advisors, LLC | 0.02% | Add +25.6% | 45,116 | $2.5M |
| Sheridan Capital Management, LLC | 1.73% | Reduce -4.9% | 44,442 | $2.5M |
| Cibc World Market Inc. | 0.01% | Reduce -1.6% | 43,915 | $2.5M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.10% | Reduce -1.2% | 43,545 | $2.5M |
| FMR LLC | 0.00% | Add +12.7% | 43,329 | $2.4M |
| Conservest Capital Advisors, Inc. | 0.23% | Add +3.4% | 41,748 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +263.0% | 40,180 | $2.3M |
| LOM Asset Management Ltd | 0.76% | — | 39,878 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +247.6% | 39,374 | $2.2M |
| Independent Financial Group, LLC | 0.06% | Add +7.1% | 36,330 | $2.1M |
| Empirical Asset Management, LLC | 0.63% | Reduce -2.4% | 36,145 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.3% | 36,041 | $2.0M |
| Johnson Investment Counsel Inc. | 0.02% | Add +8.9% | 34,955 | $2.0M |
| Essex LLC | 0.39% | Add +12.5% | 34,778 | $2.0M |
| Mgo One Seven LLC | 0.06% | Add +12.8% | 34,584 | $2.0M |
| Laurel Wealth Advisors LLC | 0.29% | Add +14.1% | 34,475 | $1.9M |
| Quest 10 Wealth Builders, Inc. | 1.84% | Reduce -2.4% | 33,546 | $1.9M |
| NWF Advisory Services Inc. | 0.20% | Add +4.3% | 29,864 | $1.7M |
| Aua Capital Management, LLC | 1.00% | No change | 29,785 | $1.7M |
| Lido Advisors, LLC | 0.01% | Reduce -7.5% | 29,449 | $1.7M |
| MMBG Investment Advisors Co. | 0.16% | No change | 29,125 | $1.6M |
| Creekmur Asset Management LLC | 0.29% | Reduce -0.1% | 29,025 | $1.6M |
| Tradewinds, LLC. | 1.24% | New | 29,020 | $1.6M |
| Merkkuri Wealth Advisors LLC | 1.24% | Add +14.6% | 29,020 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.4% | 28,558 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +4.1% | 26,227 | $1.5M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 26,106 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +311.6% | 26,013 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +0.6% | 25,904 | $1.5M |
| My Personal CFO, LLC | 0.64% | No change | 24,750 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -6.0% | 24,519 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -3.1% | 23,610 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.6% | 23,679 | $1.3M |
| Renaissance Technologies | 0.00% | New | 23,300 | $1.3M |
| Counterweight Ventures, LLC | 0.85% | Add +2.1% | 23,110 | $1.3M |
| Corrado Advisors, LLC | 0.79% | Add +6.1% | 22,812 | $1.3M |
| Arkadios Wealth Advisors | 0.04% | Add +9.2% | 22,756 | $1.3M |
| Arrien Investments, Inc. | 0.81% | Reduce -29.2% | 22,728 | $1.3M |
| Simmons Bank | 0.09% | Reduce -3.2% | 22,042 | $1.2M |
| Commerce Bank | 0.01% | No change | 22,040 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -3.3% | 21,859 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +39.6% | 21,729 | $1.2M |
| Glenview Trust Co | 0.02% | Reduce -36.4% | 21,509 | $1.2M |
| Royal Fund Management, LLC | 0.13% | Reduce -16.8% | 21,445 | $1.2M |
| Money Concepts Capital Corp. | 0.08% | Add +3.1% | 21,336 | $1.2M |
| Cornerstone Advisory, LLC | 0.13% | No change | 21,325 | $1.2M |
| Climber Capital SA | 0.76% | No change | 26,429 | $1.2M |
| Kennicott Capital Management LLC | 0.67% | Add +32.9% | 20,910 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -9.8% | 20,694 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Add +0.2% | 20,415 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -17.3% | 20,387 | $1.2M |
| Dentgroup LLC | 0.80% | Reduce -0.4% | 20,324 | $1.1M |
| SOA Wealth Advisors, LLC. | 0.21% | Reduce -1.5% | 19,925 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +10.6% | 19,680 | $1.1M |
| Scotia Capital Inc. | 0.01% | Add +2.8% | 19,618 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -18.2% | 19,522 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +27.5% | 19,109 | $1.1M |
| Lakeshore Capital Group, Inc. | 0.92% | Add +17.6% | 18,450 | $1.0M |
| NorthRock Partners, LLC | 0.03% | Reduce -7.1% | 18,360 | $1.0M |
| Oxinas Partners, LLC | 0.53% | Reduce -0.4% | 18,208 | $1.0M |
| Fifth Third Securities, Inc. | 0.08% | Reduce -1.3% | 18,179 | $1.0M |
| IFP Advisors, Inc | 0.03% | Reduce -2.8% | 17,872 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | Add +32.3% | 17,606 | $994K |
| Cerity Partners LLC | 0.00% | Add +5.5% | 17,500 | $988K |
| MAI Capital Management | 0.01% | Add +0.1% | 17,348 | $980K |
| Prospera Financial Services Inc | 0.02% | Reduce -0.3% | 17,286 | $976K |
| IFG Advisory, LLC | 0.05% | Reduce -5.6% | 17,283 | $976K |
| KMG Fiduciary Partners, LLC | 0.07% | Reduce -0.0% | 16,784 | $948K |
| Glass Jacobson Investment Advisors llc | 0.36% | Reduce -9.8% | 16,668 | $941K |
| Cwm, LLC | 0.00% | Reduce -15.0% | 16,517 | $933K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.0% | 16,178 | $914K |
| Choreo, LLC | 0.01% | Reduce -16.9% | 16,168 | $913K |
| Advisory Services Network, LLC | 0.01% | Reduce -77.8% | 16,620 | $912K |
| &partners | 0.01% | Add +94.5% | 16,101 | $909K |
| Worth Financial Advisory Group, LLC | 0.56% | Add +2.5% | 16,077 | $908K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -7.7% | 15,954 | $901K |
| Aft, Forsyth & Company, Inc. | 0.46% | Reduce -0.9% | 15,833 | $894K |
| Silvia McColl Wealth Management, LLC | 0.65% | No change | 15,800 | $892K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -2.2% | 15,620 | $882K |
| Bond & Devick Financial Network, Inc. | 0.29% | Reduce -8.2% | 15,463 | $873K |
| Sunbelt Securities, Inc. | 0.08% | Add +99.3% | 14,777 | $861K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.9% | 14,931 | $843K |
| Apexium Financial, LP | 0.04% | Add +30.9% | 14,911 | $842K |
| WCG Wealth Advisors LLC | 0.05% | Add +3.0% | 14,855 | $839K |
| Sigma Planning Corp | 0.03% | Reduce -26.6% | 14,846 | $838K |
| Smith, Moore & Co. | 0.07% | Add +4.5% | 14,830 | $838K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.4% | 14,613 | $825K |
| Haverford Trust Co | 0.01% | Add +1.0% | 14,410 | $814K |
| Liberty Wealth Management LLC | 0.13% | New | 14,163 | $800K |
| Kovack Advisors, Inc. | 0.08% | Reduce -10.0% | 14,067 | $795K |
| Brown Advisory Inc. | 0.00% | No change | 13,920 | $786K |
| Debussy Capital Management LP | 0.12% | Reduce -48.0% | 13,762 | $777K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +0.3% | 13,738 | $776K |
| Tritonpoint Wealth, LLC | 0.07% | Reduce -0.9% | 13,735 | $776K |
| Regal Investment Advisors LLC | 0.06% | Add +3.2% | 13,702 | $774K |
| Fort Point Capital Partners LLC | 0.08% | Reduce -11.3% | 13,518 | $763K |
| Finley Financial, LLC | 0.38% | Reduce -57.0% | 13,450 | $760K |
| Planning Directions Inc. | 0.42% | Reduce -3.9% | 13,341 | $753K |
| Huntleigh Advisors, Inc. | 0.15% | Reduce -5.1% | 13,314 | $752K |
| Focus Partners Wealth | 0.00% | Add +51.0% | 13,301 | $751K |
| Bellwether Advisors, LLC | 0.13% | No change | 13,261 | $749K |
| V2 Financial group LLC | 0.44% | No change | 13,000 | $734K |
| Perbak Capital Partners LLP | 0.16% | Reduce -53.2% | 12,809 | $723K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -9.3% | 12,583 | $711K |
| Geneos Wealth Management Inc. | 0.02% | Add +69.9% | 12,559 | $709K |
| Quantinno Capital Management LP | 0.00% | Reduce -16.9% | 12,556 | $709K |
| Indie Asset Partners, LLC | 1.29% | Reduce -25.4% | 12,529 | $708K |
| Boreal Capital Management LLC | 0.66% | — | 12,167 | $687K |
| Sowell Financial Services LLC | 0.03% | Reduce -4.1% | 12,135 | $685K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -33.5% | 12,004 | $678K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.2% | 11,890 | $672K |
| Heritage Wealth Advisors | 0.03% | Add +13.3% | 11,674 | $659K |
| Pathstone Holdings, LLC | 0.00% | Reduce -7.5% | 11,650 | $658K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -2.1% | 11,628 | $657K |
| Claro Advisors Inc. | 0.11% | New | 11,489 | $649K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -26.1% | 11,267 | $636K |
| Coastal Bridge Advisors, LLC | 0.05% | Reduce -1.7% | 11,190 | $632K |
| Waterloo Capital, L.P. | 0.05% | Add +0.3% | 11,127 | $628K |
| Tyler-Stone Wealth Management | 0.10% | Add +0.2% | 11,042 | $624K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -25.4% | 10,948 | $618K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -10.8% | 10,778 | $609K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.5% | 10,747 | $607K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -25.3% | 10,747 | $607K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -71.0% | 10,716 | $605K |
| CIBC Private Wealth Group LLC | 0.00% | Add +19.8% | 10,658 | $602K |
| Moors & Cabot, Inc. | 0.03% | Add +0.3% | 10,580 | $598K |
| Sachetta, LLC | 0.23% | Add +13288.5% | 10,443 | $590K |
| Mutual Advisors, LLC | 0.01% | Add +1.4% | 10,229 | $587K |
| Wesbanco Bank Inc. | 0.02% | No change | 10,385 | $587K |
| Ancora Advisors LLC | 0.01% | No change | 10,321 | $583K |
| Wealthspire Retirement, LLC | 0.04% | No change | 10,190 | $576K |
| IHT Wealth Management, LLC | 0.02% | Add +145.0% | 10,189 | $575K |
| Blair William & Co. | 0.00% | No change | 10,136 | $572K |
| Cozad Asset Management Inc. | 0.05% | No change | 10,115 | $571K |
| CFM Wealth Partners LLC | 0.09% | No change | 10,060 | $568K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 10,055 | $568K |
| American Financial Advisors, LLC | 0.08% | Reduce -7.1% | 10,031 | $567K |
| Cresset Asset Management, LLC | 0.00% | Reduce -14.3% | 10,010 | $565K |
| Montag A & Associates Inc. | 0.03% | No change | 10,000 | $565K |
| Shira Ridge Wealth Management | 0.26% | Reduce -4.4% | 9,997 | $565K |
| Carnegie Investment Counsel | 0.01% | No change | 9,951 | $562K |
| American State Bank (Iowa) | 0.31% | Reduce -2.9% | 9,915 | $560K |
| Tranquility Partners, LLC | 0.20% | No change | 9,768 | $552K |
| Granite FO LLC | 0.31% | No change | 9,767 | $552K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +0.0% | 9,661 | $546K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -95.2% | 9,649 | $545K |
| Symphony Financial Services, Inc. | 0.32% | No change | 9,414 | $532K |
| EP Wealth Advisors, LLC | 0.00% | Add +7.4% | 9,384 | $530K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -9.4% | 9,355 | $528K |
| Thomasville National Bank | 0.04% | Add +10.6% | 9,275 | $524K |
| Central Valley Advisors, LLC | 0.18% | No change | 9,111 | $515K |
| Allstate Corp. | 0.04% | New | 9,050 | $511K |
| Blackston Financial Advisory Group, LLC | 0.32% | Reduce -3.6% | 9,030 | $510K |
| Armor Investment Advisors, LLC | 0.19% | Reduce -0.6% | 8,946 | $505K |
| Acropolis Investment Management, LLC | 0.03% | Reduce -11.6% | 8,845 | $500K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.6% | 8,745 | $494K |
| Capital Advisory Group Advisory Services, LLC | 0.18% | Add +1.1% | 8,639 | $488K |
| Stephens Inc. | 0.01% | Reduce -29.7% | 8,623 | $487K |
| Archer Investment Corp | 0.12% | Add +0.0% | 8,617 | $487K |
| Mandatum Life Insurance Co Ltd | 0.13% | Reduce -63.6% | 8,471 | $478K |
| Rollins Financial Advisors, LLC | 0.08% | Reduce -1.0% | 8,427 | $476K |
| Wealthspire Advisors, LLC | 0.00% | Add +3.2% | 8,420 | $476K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 8,250 | $466K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 8,141 | $460K |
| Cary Street Partners Financial LLC | 0.01% | Add +24.8% | 7,887 | $445K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 7,835 | $443K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.7% | 7,678 | $434K |
| Sage Capital Management, LLC | 0.21% | Reduce -9.6% | 7,674 | $433K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,625 | $431K |
| Moment Partners, LLC | 0.08% | No change | 7,375 | $417K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.11% | No change | 7,230 | $409K |
| Merit Financial Group, LLC | 0.00% | Add +5.1% | 7,221 | $408K |
| Medallion Wealth Advisors, LLC | 0.16% | Reduce -14.5% | 7,138 | $407K |
| Weaver Consulting Group | 0.11% | Reduce -12.3% | 7,110 | $402K |
| Alterna Wealth Management, Inc. | 0.32% | No change | 7,055 | $398K |
| Comerica Bank | 0.00% | Reduce -31.8% | 7,018 | $396K |
| Retirement Planning Group, LLC | 0.02% | Add +75.4% | 6,970 | $394K |
| MRA Advisory Group | 0.18% | Add +0.1% | 6,915 | $391K |
| Arrowroot Family Office, LLC | 0.17% | — | 6,799 | $384K |
| AQR Capital Management | 0.00% | Reduce -37.4% | 6,785 | $383K |
| Manchester Capital Management LLC | 0.05% | No change | 6,779 | $383K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -60.9% | 6,734 | $380K |
| Strategic Advocates LLC | 0.11% | New | 6,724 | $380K |
| Advisors Management Group Inc. | 0.07% | No change | 6,705 | $379K |
| Sax Wealth Advisors, LLC | 0.02% | Add +24.8% | 6,700 | $378K |
| Athena Investment Management | 0.21% | No change | 6,546 | $370K |
| Principle Wealth Partners LLC | 0.02% | No change | 6,535 | $369K |
| Csenge Advisory Group | 0.02% | No change | 6,619 | $367K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 6,366 | $360K |
| Continuum Wealth Advisors, LLC | 0.17% | Reduce -4.9% | 6,335 | $358K |
| Summit Financial, LLC | 0.01% | Reduce -12.2% | 6,299 | $356K |
| Procyon Advisors, LLC | 0.03% | Reduce -23.2% | 6,250 | $353K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -2.3% | 6,225 | $352K |
| Visionary Wealth Advisors | 0.02% | No change | 6,208 | $351K |
| Millennium Capital Advisors, LLC | 0.23% | No change | 6,200 | $350K |
| First United Bank & Trust | 0.12% | Reduce -0.8% | 6,185 | $349K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.2% | 6,131 | $346K |
| North Star Investment Management Corp. | 0.02% | No change | 6,105 | $345K |
| Palisades Hudson Asset Management, L.P. | 0.13% | Reduce -0.7% | 6,081 | $343K |
| Optiver Holding B.V. | 0.01% | New | 6,000 | $339K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +26.7% | 5,980 | $338K |
| First Heartland Consultants, Inc. | 0.03% | New | 5,963 | $337K |
| Jane Street Group, LLC | 0.00% | Reduce -31.5% | 5,851 | $330K |
| Ignite Planners, LLC | 0.06% | Add +0.1% | 5,960 | $330K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,816 | $329K |
| Key Client Fiduciary Advisors, LLC | 0.13% | Reduce -6.3% | 5,806 | $328K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -29.9% | 5,738 | $324K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 5,735 | $324K |
| Sharper & Granite LLC | 0.12% | Add +67.1% | 5,680 | $323K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 5,690 | $321K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 5,647 | $319K |
| Brookwood Investment Group LLC | 0.05% | No change | 5,635 | $318K |
| Summit Wealth Group, LLC | 0.08% | New | 5,579 | $315K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.0% | 5,565 | $314K |
| Bailard, Inc. | 0.01% | Add +6.9% | 5,505 | $311K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -2.2% | 5,500 | $311K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -1.6% | 5,489 | $310K |
| Atlantic Union Bankshares Corp | 0.01% | New | 5,485 | $310K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.1% | 5,475 | $309K |
| Ieq Capital, LLC | 0.00% | No change | 5,460 | $308K |
| Colorado Capital Management, Inc. | 0.13% | No change | 5,455 | $308K |
| Bristlecone Advisors, LLC | 0.03% | No change | 5,450 | $308K |
| Tiaa Trust, National Association | 0.00% | No change | 5,380 | $304K |
| TPG Advisors LLC | 0.22% | No change | 5,375 | $304K |
| Summit X, LLC | 0.06% | Reduce -5.7% | 5,228 | $295K |
| HB Wealth Management, LLC | 0.00% | No change | 5,226 | $295K |
| Courier Capital LLC | 0.02% | No change | 5,225 | $295K |
| Milestones Private Investment Advisors LLC | 0.21% | — | 5,115 | $289K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | No change | 5,111 | $289K |
| Redwood Financial Network Corp | 0.19% | Add +5.2% | 5,106 | $288K |
| Principal Securities, Inc. | 0.01% | Reduce -46.0% | 5,096 | $288K |
| Midwest Trust Co | 0.00% | — | 5,076 | $287K |
| Garrison Point Advisors, LLC | 0.13% | Reduce -1.9% | 5,065 | $286K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 5,026 | $284K |
| Spire Wealth Management | 0.01% | Reduce -20.0% | 5,019 | $283K |
| D.A. Davidson & Co. | 0.00% | Reduce -6.2% | 5,014 | $283K |
| Roof Eidam Maycock Peralta, LLC | 0.07% | No change | 5,000 | $282K |
| Lazari Capital Management, Inc. | 0.10% | Reduce -2.0% | 4,928 | $278K |
| Pingora Partners LLC | 0.21% | Add +189.4% | 4,920 | $278K |
| Ameriflex Group, Inc. | 0.15% | Reduce -1.6% | 4,921 | $277K |
| Gries Financial LLC | 0.05% | Add +0.1% | 4,898 | $277K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 4,818 | $276K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -5.2% | 4,877 | $275K |
| Meridian Management Co. | 0.07% | No change | 5,000 | $274K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -62.0% | 4,674 | $264K |
| StoneX Group Inc. | 0.01% | New | 4,638 | $262K |
| M&T Bank Corp | 0.00% | Reduce -8.3% | 4,627 | $261K |
| Clearstead Advisors, LLC | 0.00% | Reduce -4.2% | 4,559 | $257K |
| Modera Wealth Management, LLC | 0.00% | Reduce -0.7% | 4,555 | $257K |
| KKM Financial LLC | 0.09% | No change | 4,540 | $256K |
| Maxele Advisors, LLC | 0.22% | No change | 4,525 | $256K |
| Flputnam Investment Management Co. | 0.00% | Reduce -2.3% | 4,506 | $254K |
| Insigneo Advisory Services, LLC | 0.02% | Add +35.0% | 4,451 | $251K |
| Arete Wealth Advisors, LLC | 0.02% | Add +2.0% | 4,452 | $251K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -3.8% | 4,423 | $250K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 4,419 | $250K |
| D. E. Shaw & Co. | 0.00% | New | 4,370 | $247K |
| Keebeck Wealth Management | 0.03% | Reduce -7.1% | 4,311 | $243K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 4,310 | $243K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 4,265 | $241K |
| Owen LaRue, LLC | 0.10% | New | 4,243 | $240K |
| Synovus Financial Corp. | 0.00% | New | 4,236 | $239K |
| Certuity, LLC | 0.02% | No change | 4,216 | $238K |
| Gryphon Financial Partners LLC | 0.03% | Reduce -0.4% | 4,193 | $237K |
| First Merchants Corp. | 0.01% | Reduce -26.5% | 4,169 | $235K |
| CoreCap Advisors, LLC | 0.01% | No change | 4,156 | $235K |
| Keel Point, LLC | 0.02% | No change | 4,147 | $234K |
| Savant Capital, LLC | 0.00% | Reduce -1.6% | 4,122 | $233K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +80.5% | 4,061 | $229K |
| Sunburst Financial Group, LLC | 0.05% | No change | 4,037 | $228K |
| Independent Advisor Alliance | 0.01% | No change | 4,032 | $228K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -3.4% | 4,028 | $228K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.1% | 4,027 | $227K |
| Sonata Capital Group Inc. | 0.09% | No change | 4,000 | $226K |
| LCNB Corp. | 0.08% | No change | 4,000 | $226K |
| BigSur Wealth Management LLC | 0.06% | No change | 4,000 | $226K |
| Guidance Point Advisors, LLC | 0.06% | Add +0.4% | 3,978 | $225K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 3,950 | $223K |
| Trillium Asset Management, LLC | 0.01% | No change | 3,940 | $223K |
| Patten & Patten Inc. | 0.01% | No change | 3,900 | $220K |
| Maia Wealth LLC | 0.04% | Add +2.9% | 3,851 | $217K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -6.9% | 3,768 | $213K |
| Harbour Trust & Investment Management Co | 0.02% | No change | 3,750 | $212K |
| Narwhal Capital Management | 0.02% | No change | 3,750 | $212K |
| Gsa Capital Partners LLP | 0.01% | New | 3,734 | $211K |
| Fairscale Capital, LLC | 0.15% | Reduce -30.7% | 3,839 | $211K |
| Wealth Alliance, LLC | 0.02% | No change | 3,725 | $210K |
| Kaydan Wealth Management, Inc. | 0.07% | No change | 3,681 | $208K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,650 | $206K |
| Keystone Wealth Services, LLC | 0.05% | No change | 3,645 | $206K |
| Round Rock Advisors LLC | 0.04% | Reduce -20.5% | 3,641 | $206K |
| Waverly Advisors, LLC | 0.00% | Reduce -1.2% | 3,612 | $204K |
| Apollon Financial, LLC | 0.04% | No change | 3,600 | $203K |
| Atlas Brown,Inc. | 0.07% | New | 3,593 | $203K |
| Pavion Blue Capital, LLC | 0.09% | Reduce -4.5% | 3,550 | $201K |
| BlackRock, Inc. | 0.00% | Reduce -18.0% | 3,490 | $197K |
| Allworth Financial LP | 0.00% | Reduce -0.0% | 3,481 | $197K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 3,335 | $188K |
| Creative Financial Designs Inc. | 0.01% | Add +0.3% | 3,173 | $179K |
| Centricity Wealth Management, LLC | 0.14% | No change | 3,055 | $173K |
| Parallel Advisors, LLC | 0.00% | Reduce -10.6% | 2,998 | $169K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,953 | $167K |
| Caldwell Trust Co | 0.02% | Reduce -15.5% | 2,720 | $154K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 2,475 | $140K |
| Front Row Advisors LLC | 0.05% | Reduce -19.9% | 2,458 | $139K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | Reduce -2.1% | 2,375 | $134K |
| Hanson & Doremus Investment Management | 0.02% | No change | 2,370 | $134K |
| Harbour Investments, Inc. | 0.00% | Reduce -18.3% | 2,325 | $131K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,300 | $130K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.8% | 2,249 | $127K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,225 | $126K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,215 | $125K |
| Arax Advisory Partners | 0.01% | Add +284.6% | 2,173 | $123K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,000 | $113K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,977 | $112K |
| Accordant Advisory Group Inc | 0.08% | No change | 1,940 | $110K |
| Winnacle Wealth LLC | 0.08% | New | 1,940 | $110K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,866 | $105K |
| Key Financial Inc | 0.02% | Add +0.3% | 1,846 | $104K |
| Global Retirement Partners, LLC | 0.00% | — | 1,825 | $103K |
| First Horizon Advisors, Inc. | 0.00% | Add +31.0% | 1,756 | $99K |
| CX Institutional | 0.00% | Add +219.1% | 1,717 | $97K |
| Bessemer Group Inc. | 0.00% | Add +1772.2% | 1,685 | $95K |
| Franklin Resources Inc. | 0.00% | Reduce -72.7% | 1,675 | $95K |
| MTM Investment Management, LLC | 0.03% | No change | 1,625 | $92K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -30.0% | 1,620 | $91K |
| Larson Financial Group LLC | 0.00% | Add +18.6% | 1,593 | $90K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.1% | 1,436 | $81K |
| Headlands Technologies LLC | 0.01% | Reduce -14.9% | 1,291 | $73K |
| AE Wealth Management LLC | 0.00% | Reduce -5.2% | 1,278 | $72K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -10.6% | 1,260 | $71K |
| Lanark Financial, Inc. | 0.01% | Reduce -53.3% | 1,266 | $71K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,250 | $71K |
| BNP Paribas Financial Markets | 0.00% | Reduce -97.8% | 1,191 | $67K |
| Picton Mahoney Asset Management | 0.00% | Reduce -59.3% | 1,100 | $62K |
| AlphaCore Capital LLC | 0.00% | No change | 1,039 | $59K |
| CVA Family Office, LLC | 0.01% | No change | 1,035 | $58K |
| Perritt Capital Management Inc | 0.03% | Add +0.3% | 1,020 | $58K |
| Realta Investment Advisors | 0.02% | No change | 1,000 | $56K |
| NFSG Corp | 0.01% | New | 1,000 | $56K |
| Nova Wealth Management, Inc. | 0.04% | Reduce -57.6% | 965 | $55K |
| CENTRAL TRUST Co | 0.00% | Add +108.7% | 960 | $54K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 890 | $50K |
| Hilltop National Bank | 0.01% | — | 805 | $45K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.4% | 802 | $45K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.3% | 799 | $45K |
| New Republic Capital, LLC | 0.02% | Reduce -1.8% | 770 | $43K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 750 | $42K |
| Family Manage LLC | 0.01% | No change | 750 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -44.0% | 748 | $42K |
| Assetmark, Inc. | 0.00% | Add +98.4% | 734 | $41K |
| Tidemark, LLC | 0.01% | No change | 705 | $40K |
| LRI Investments, LLC | 0.00% | No change | 675 | $38K |
| Signaturefd, LLC | 0.00% | Reduce -36.2% | 648 | $37K |
| Pacifica Partners Inc. | 0.01% | No change | 635 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 585 | $33K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 570 | $32K |
| Old Second National Bank of Aurora | 0.01% | No change | 545 | $31K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 536 | $30K |
| Financial Perspectives, Inc | 0.01% | New | 523 | $30K |
| Murphy & Mullick Capital Management Corp | 0.02% | Add +0.4% | 512 | $29K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 511 | $29K |
| Park Square Financial Group, LLC | 0.02% | No change | 500 | $28K |
| 2UniFi Bank | 0.02% | No change | 500 | $28K |
| Bellevue Asset Management, LLC | 0.01% | No change | 500 | $28K |
| Truvestments Capital LLC | 0.01% | No change | 500 | $28K |
| Tsfg, LLC | 0.01% | No change | 500 | $28K |
| RMG Wealth Management LLC | 0.00% | — | 500 | $28K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 470 | $27K |
| Allianz SE | 0.00% | No change | 425 | $24K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 400 | $23K |
| Avion Wealth | 0.01% | No change | 400 | $22K |
| Blue Trust, Inc. | 0.00% | New | 381 | $22K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 380 | $21K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 375 | $21K |
| Keystone Global Partners, LLC | 0.01% | No change | 347 | $20K |
| Evermay Wealth Management LLC | 0.00% | No change | 330 | $19K |
| Asset Dedication, LLC | 0.00% | No change | 330 | $19K |
| Transce3nd, LLC | 0.01% | No change | 310 | $18K |
| Hollencrest Capital Management | 0.00% | No change | 305 | $17K |
| HighMark Wealth Management LLC | 0.01% | Add +0.3% | 304 | $17K |
| FWL Investment Management, LLC | 0.01% | No change | 300 | $17K |
| Centennial Bank | 0.01% | No change | 299 | $17K |
| Anfield Capital Management, LLC | 0.01% | No change | 288 | $16K |
| Missouri Trust & Investment Co | 0.01% | No change | 275 | $16K |
| Independence Bank of Kentucky | 0.00% | No change | 270 | $15K |
| Private Trust Co. NA | 0.00% | No change | 267 | $15K |
| Optimum Investment Advisors | 0.01% | Add +60.6% | 265 | $15K |
| Hartford Financial Management Inc. | 0.00% | No change | 255 | $14K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 250 | $14K |
| Westside Investment Management, Inc. | 0.00% | Reduce -60.9% | 250 | $14K |
| Country Trust Bank | 0.00% | No change | 250 | $14K |
| Glenmede Investment Management, LP | 0.00% | — | 250 | $14K |
| Whittier Trust Co. | 0.00% | No change | 220 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 185 | $10K |
| Beacon Capital Management, LLC | 0.00% | Add +0.6% | 182 | $10K |
| West Paces Advisors Inc. | 0.00% | New | 177 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 170 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $8K |
| Capital Analysts, LLC | 0.00% | No change | 150 | $8K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Reduce -74.8% | 141 | $8K |
| Golden State Wealth Management, LLC | 0.00% | No change | 128 | $7K |
| Access Investment Management LLC | 0.00% | — | 125 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 115 | $6K |
| SouthState Bank Corp | 0.00% | No change | 115 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 107 | $6K |
| Register Financial Advisors LLC | 0.00% | No change | 100 | $6K |
| Bell Investment Advisors, Inc | 0.00% | New | 100 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 77 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 75 | $4K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -76.9% | 75 | $4K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 60 | $3K |
| Mascoma Wealth Management LLC | 0.00% | No change | 55 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 51 | $3K |
| SYM FINANCIAL Corp | 0.00% | New | 25 | $1K |
| Viewpoint Capital Management LLC | 0.00% | No change | 20 | $1K |
| Gould Capital, LLC | 0.00% | No change | 12 | $678 |
| Curio Wealth, LLC | 0.00% | Add +400.0% | 5 | $283 |
| Glassman Wealth Services | 0.00% | No change | 2 | $113 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1 | $76 |
"% 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.