iShares U.S. Healthcare ETFIYHETF

13F holders, Q2 2025 (June 30)
484holders −16
26new positions
46sold out
4famous investors
$56.46avg. 13F price*

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

0200400600 Q1 2024: 482Q1 2024Q2 2024: 493Q2 2024Q3 2024: 514Q3 2024Q4 2024: 507Q4 2024Q1 2025: 500Q1 2025Q2 2025: 484Q2 2025Q3 2025: 479Q3 2025Q4 2025: 546Q4 2025Q1 2026: 517Q1 2026Q2 2026: 534Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions26$13.9M
Exits46$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.