iShares U.S. Healthcare ETFIYHETF

13F holders, Q3 2025 (September 30)
479holders −5
33new positions
34sold out
4famous investors
$58.72avg. 13F price*

At the end of Q3 2025, 479 institutions reported holding iShares U.S. Healthcare ETF (IYH) in their 13F filings, down 5 from Q2 2025. 33 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($129.2M), Bank of America Corp. ($88.5M) and LPL Financial LLC ($81.9M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions33$110.2M
Exits34$21.0M

All 13F filers, Q2 2025 → Q3 2025: 2,681,981 shares bought and 1,693,822 shares sold, net +988,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 479 holders

Morgan Stanley 0.01% Add +4.2% 2,201,106 $129.2M
Bank of America Corp. 0.01% Reduce -10.1% 1,507,173 $88.5M
LPL Financial LLC 0.02% Reduce -16.6% 1,395,244 $81.9M
UBS Group AG 0.01% Add +11.0% 1,243,371 $73.0M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -5.5% 1,066,771 $62.6M
Wells Fargo & Company 0.01% Add +2.0% 933,924 $54.8M
Manufacturers Life Insurance Company, The 0.05% New 933,373 $54.8M
Royal Bank of Canada 0.01% Add +8.4% 922,492 $54.2M
Raymond James Financial Inc. 0.01% Add +2.0% 712,194 $41.8M
PGIM Custom Harvest LLC 0.62% Add +3.6% 700,285 $41.1M
Goldman Sachs Group Inc. 0.01% Reduce -3.9% 634,976 $37.3M
FIL Ltd 0.03% New 634,220 $37.2M
Commonwealth Equity Services, LLC 0.04% Reduce -2.0% 464,719 $27.3M
Oakworth Capital, Inc. 1.36% Add +0.1% 400,365 $23.5M
Osaic Holdings, Inc. 0.03% Reduce -8.1% 387,176 $22.4M
Consolidated Capital Management, LLC 6.42% Add +16.4% 308,520 $18.1M
Kestra Advisory Services, LLC 0.08% Reduce -4.5% 297,106 $17.4M
Ameriprise Financial Inc. 0.00% Reduce -18.3% 291,237 $17.2M
HighTower Advisors, LLC 0.02% Reduce -3.1% 285,917 $16.8M
Principal Financial Group Inc. 0.01% New 167,827 $9.9M
Cetera Investment Advisers 0.01% Add +0.9% 167,172 $9.8M
Park Avenue Securities LLC 0.07% Add +157.3% 161,291 $9.5M
OneDigital Investment Advisors LLC 0.09% Reduce -1.5% 147,876 $8.7M
Signature Estate & Investment Advisors LLC 0.18% Reduce -0.0% 147,274 $8.6M
Jones Financial Companies LLLP 0.01% Add +26.1% 132,290 $7.6M
Peapack Gladstone Financial Corp. 0.09% Reduce -0.6% 123,819 $7.3M
Steward Partners Investment Advisory, LLC 0.04% Add +4.1% 122,519 $7.2M
JPMorgan Chase & Co. 0.00% Add +4.9% 121,864 $7.2M
Arkansas Financial Group, Inc. 0.99% Add +5.8% 114,264 $6.7M
United Capital Financial Advisors, LLC 0.05% Reduce -0.3% 112,735 $6.6M
HSBC Holdings PLC 0.00% Reduce -10.2% 111,603 $6.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -18.8% 105,618 $6.2M
SP Asset Management LLC 0.48% Add +0.1% 102,947 $6.0M
BNP Paribas Financial Markets 0.00% Add +8449.7% 101,827 $6.0M
Envestnet Asset Management Inc. 0.00% Reduce -6.8% 99,008 $5.8M
First Citizens Financial Corp 2.80% Reduce -0.4% 96,390 $5.7M
Bank of Montreal 0.00% Reduce -2.3% 93,582 $5.5M
Stillwater Capital Advisors, LLC 0.54% Reduce -0.9% 81,669 $4.8M
Private Advisor Group, LLC 0.02% Reduce -16.4% 78,834 $4.6M
Pettyjohn, Wood & White, Inc. 0.72% Reduce -0.6% 74,600 $4.4M
HC Advisors, LLC 3.07% Add +6.0% 74,464 $4.4M
Forte Asset Management LLC 2.10% Add +3.5% 74,454 $4.4M
Equitable Holdings, Inc. 0.03% Reduce -3.5% 72,203 $4.2M
Capital Investment Advisors, LLC 0.07% Reduce -1.1% 71,031 $4.2M
Sowa Financial Group, Inc. 2.26% Reduce -2.5% 68,476 $4.0M
Audent Global Asset Management, LLC 2.85% Reduce -20.8% 66,722 $3.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.1% 63,558 $3.9M
National Bank of Canada 0.00% Add +1.8% 61,345 $3.6M
Thrivent Financial for Lutherans 0.01% Add +21.8% 60,874 $3.6M
Stifel Financial Corp. 0.00% Add +10.5% 60,092 $3.5M
MML Investors Services, LLC 0.01% Reduce -8.7% 57,539 $3.4M
Lighthouse Financial LLC 2.20% Add +2.6% 56,665 $3.3M
VestGen Advisors, LLC 0.11% Reduce -34.9% 56,417 $3.3M
National Philanthropic Trust 0.04% No change 54,440 $3.2M
PNC Financial Services Group, Inc. 0.00% Reduce -4.0% 53,925 $3.2M
Rainey & Randall Wealth Advisors Inc. 0.52% Reduce -2.2% 53,347 $3.1M
Creative Planning 0.00% Reduce -2.2% 50,670 $3.0M
Sanctuary Advisors, LLC 0.02% Reduce -36.4% 48,773 $2.9M
Ethos Financial Group, LLC 0.22% Reduce -1.1% 48,049 $2.8M
Mariner, LLC 0.00% Reduce -3.9% 46,021 $2.7M
Truist Financial Corp. 0.00% Reduce -16.3% 43,857 $2.6M
Mine & Arao Wealth Creation & Management, LLC. 1.04% Add +0.0% 43,550 $2.6M
LOM Asset Management Ltd 0.77% Add +7.3% 42,775 $2.5M
FMR LLC 0.00% Reduce -1.6% 42,636 $2.5M
Conservest Capital Advisors, Inc. 0.23% Add +1.4% 42,346 $2.5M
J.W. Cole Advisors, Inc. 0.04% Add +1.5% 39,978 $2.3M
Laurel Wealth Advisors LLC 0.31% Add +8.1% 37,250 $2.2M
Mgo One Seven LLC 0.05% Add +5.5% 36,479 $2.1M
Empirical Asset Management, LLC 0.59% Reduce -0.5% 35,965 $2.1M
Janney Montgomery Scott LLC 0.01% Reduce -0.4% 35,896 $2.1M
D. E. Shaw & Co. 0.00% Add +698.6% 34,900 $2.0M
Essex LLC 0.36% Reduce -1.5% 34,265 $2.0M
Susquehanna International Group, LLP 0.00% Add +16.9% 33,399 $2.0M
Corient Private Wealth LP 0.00% Reduce -17.1% 33,316 $2.0M
Johnson Investment Counsel Inc. 0.02% Reduce -6.0% 32,870 $1.9M
Independent Financial Group, LLC 0.05% Reduce -10.1% 32,658 $1.9M
Quest 10 Wealth Builders, Inc. 1.76% Reduce -3.0% 32,536 $1.9M
Merkkuri Wealth Advisors LLC 1.36% Add +10.1% 31,945 $1.9M
Zurich Insurance Group Ltd 0.01% New 29,630 $1.8M
Aua Capital Management, LLC 0.99% Add +0.6% 29,959 $1.8M
NWF Advisory Services Inc. 0.19% Reduce -0.5% 29,708 $1.7M
Lido Advisors, LLC 0.01% Reduce -2.5% 28,711 $1.7M
Creekmur Asset Management LLC 0.28% Reduce -1.5% 28,599 $1.7M
MMBG Investment Advisors Co. 0.15% Reduce -2.9% 28,270 $1.7M
Rockefeller Capital Management L.P. 0.00% Add +15.7% 27,389 $1.6M
Valmark Advisers, Inc. 0.02% Add +1.2% 26,535 $1.6M
TD Waterhouse Canada Inc. 0.01% Add +7.0% 25,257 $1.5M
DAVENPORT & Co LLC 0.01% Reduce -1.6% 25,482 $1.5M
Cibc World Market Inc. 0.00% Reduce -42.6% 25,211 $1.5M
Adams Wealth Management 0.31% Reduce -52.3% 24,784 $1.5M
CacheTech Inc. 0.29% Reduce -52.3% 24,784 $1.5M
Northern Trust Corp. 0.00% Add +13.2% 24,751 $1.5M
Corrado Advisors, LLC 0.78% Add +7.8% 24,589 $1.4M
Captrust Financial Advisors 0.00% Reduce -3.9% 23,569 $1.4M
NewEdge Advisors, LLC 0.01% Add +20.2% 23,460 $1.4M
Fifth Third Securities, Inc. 0.09% Add +26.8% 23,050 $1.4M
Arkadios Wealth Advisors 0.03% Reduce -1.4% 22,438 $1.3M
Commerce Bank 0.01% Reduce -0.1% 22,015 $1.3M
Simmons Bank 0.09% Reduce -0.2% 22,002 $1.3M
US Bancorp \de 0.00% Add +5.0% 21,729 $1.3M

"% 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.

Show all 479 holders