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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $110.2M |
| Exits | 34 | $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 |
| &partners | 0.01% | Add +34.6% | 21,665 | $1.3M |
| Glenview Trust Co | 0.02% | Reduce -0.4% | 21,414 | $1.3M |
| Money Concepts Capital Corp. | 0.08% | Reduce -1.7% | 20,965 | $1.2M |
| Kennicott Capital Management LLC | 0.59% | No change | 20,910 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Reduce -0.6% | 20,293 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +5.5% | 20,151 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -7.7% | 20,053 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +1.4% | 19,957 | $1.2M |
| Scotia Capital Inc. | 0.01% | Add +1.4% | 19,903 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +61.5% | 19,200 | $1.1M |
| Dentgroup LLC | 0.72% | Reduce -6.8% | 18,951 | $1.1M |
| Lakeshore Capital Group, Inc. | 0.88% | Add +0.4% | 18,528 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +1.6% | 17,774 | $1.0M |
| NorthRock Partners, LLC | 0.02% | Reduce -3.5% | 17,725 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | No change | 17,606 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Add +1.7% | 17,578 | $1.0M |
| SOA Wealth Advisors, LLC. | 0.17% | Reduce -12.9% | 17,354 | $1.0M |
| MAI Capital Management | 0.01% | Reduce -1.4% | 17,101 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.07% | No change | 16,784 | $986K |
| Cwm, LLC | 0.00% | Add +0.9% | 16,661 | $978K |
| Oxinas Partners, LLC | 0.52% | Reduce -8.7% | 16,625 | $976K |
| Pathstone Holdings, LLC | 0.00% | Add +42.4% | 16,592 | $974K |
| Quantinno Capital Management LP | 0.00% | Add +29.8% | 16,300 | $957K |
| IFP Advisors, Inc | 0.02% | Reduce -9.7% | 16,144 | $948K |
| Glass Jacobson Investment Advisors llc | 0.34% | Reduce -3.5% | 16,078 | $944K |
| IFG Advisory, LLC | 0.04% | Reduce -7.4% | 16,003 | $940K |
| Aft, Forsyth & Company, Inc. | 0.45% | No change | 15,833 | $930K |
| Silvia McColl Wealth Management, LLC | 0.63% | No change | 15,800 | $928K |
| Worth Financial Advisory Group, LLC | 0.50% | Reduce -4.7% | 15,329 | $900K |
| Smith, Moore & Co. | 0.07% | Add +3.3% | 15,318 | $899K |
| Advisory Services Network, LLC | 0.01% | Reduce -8.2% | 15,254 | $896K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.8% | 15,238 | $895K |
| Focus Partners Wealth | 0.00% | Add +14.1% | 15,175 | $891K |
| Apexium Financial, LP | 0.04% | Add +1.2% | 15,085 | $886K |
| Sovran Advisors, LLC | 0.08% | New | 14,516 | $883K |
| WCG Wealth Advisors LLC | 0.06% | Add +1.0% | 15,005 | $881K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -4.0% | 14,999 | $881K |
| Choreo, LLC | 0.01% | Reduce -8.6% | 14,785 | $868K |
| Haverford Trust Co | 0.01% | No change | 14,410 | $846K |
| Liberty Wealth Management LLC | 0.12% | Add +1.5% | 14,372 | $844K |
| Ameriflex Group, Inc. | 0.31% | Add +186.5% | 14,098 | $828K |
| Tritonpoint Wealth, LLC | 0.07% | Add +2.3% | 14,045 | $825K |
| Brown Advisory Inc. | 0.00% | No change | 13,920 | $817K |
| Debussy Capital Management LP | 0.11% | Add +0.3% | 13,799 | $810K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Add +0.3% | 13,783 | $809K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.3% | 13,687 | $804K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +8.5% | 13,655 | $802K |
| Bond & Devick Financial Network, Inc. | 0.24% | Reduce -12.8% | 13,488 | $792K |
| Bellwether Advisors, LLC | 0.13% | Reduce -0.7% | 13,169 | $773K |
| Regal Investment Advisors LLC | 0.05% | Reduce -4.8% | 13,044 | $766K |
| V2 Financial group LLC | 0.42% | No change | 13,000 | $763K |
| Allstate Corp. | 0.02% | Add +41.4% | 12,800 | $752K |
| Sowell Financial Services LLC | 0.03% | Add +3.6% | 12,568 | $738K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.0% | 12,563 | $738K |
| Planning Directions Inc. | 0.38% | Reduce -6.0% | 12,546 | $737K |
| Finley Financial, LLC | 0.34% | Reduce -7.1% | 12,500 | $734K |
| Farther Finance Advisors, LLC | 0.01% | Add +446.4% | 12,289 | $722K |
| Claro Advisors Inc. | 0.10% | Add +6.7% | 12,253 | $719K |
| Boreal Capital Management LLC | 0.69% | No change | 12,167 | $714K |
| Renaissance Technologies | 0.00% | Reduce -48.1% | 12,100 | $711K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.0% | 11,768 | $691K |
| Gsa Capital Partners LLP | 0.06% | Add +215.2% | 11,770 | $691K |
| Indie Asset Partners, LLC | 0.92% | Reduce -6.1% | 11,765 | $691K |
| XTX Topco Ltd | 0.04% | New | 11,695 | $687K |
| Heritage Wealth Advisors | 0.03% | No change | 11,674 | $685K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.2% | 11,603 | $681K |
| Kovack Advisors, Inc. | 0.06% | Reduce -17.9% | 11,542 | $678K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +5.3% | 11,526 | $677K |
| Huntleigh Advisors, Inc. | 0.11% | Reduce -15.4% | 11,267 | $662K |
| Coastal Bridge Advisors, LLC | 0.05% | Reduce -1.2% | 11,060 | $649K |
| Great Lakes Advisors, LLC | 0.01% | No change | 10,747 | $631K |
| Oppenheimer & Co. Inc. | 0.01% | Add +14.6% | 10,717 | $629K |
| Sigma Planning Corp | 0.02% | Reduce -28.4% | 10,637 | $625K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -6.5% | 10,538 | $619K |
| Waterloo Capital, L.P. | 0.05% | Reduce -5.6% | 10,502 | $617K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.8% | 10,471 | $615K |
| Wesbanco Bank Inc. | 0.02% | No change | 10,385 | $610K |
| Ancora Advisors LLC | 0.01% | No change | 10,321 | $606K |
| Sachetta, LLC | 0.22% | Reduce -2.2% | 10,217 | $600K |
| Wealthspire Retirement, LLC | 0.04% | No change | 10,190 | $598K |
| Central Valley Advisors, LLC | 0.18% | Add +11.3% | 10,143 | $596K |
| CFM Wealth Partners LLC | 0.09% | No change | 10,060 | $591K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 10,055 | $590K |
| Cresset Asset Management, LLC | 0.00% | No change | 10,010 | $588K |
| Montag A & Associates Inc. | 0.03% | No change | 10,000 | $587K |
| Carnegie Investment Counsel | 0.01% | Add +0.1% | 9,960 | $585K |
| American State Bank (Iowa) | 0.30% | No change | 9,915 | $582K |
| Tranquility Partners, LLC | 0.19% | No change | 9,768 | $574K |
| Blair William & Co. | 0.00% | Reduce -4.9% | 9,636 | $566K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -84.1% | 9,627 | $565K |
| Moors & Cabot, Inc. | 0.02% | Reduce -9.0% | 9,625 | $565K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -1.3% | 9,523 | $559K |
| Symphony Financial Services, Inc. | 0.30% | Reduce -0.0% | 9,410 | $553K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -2.7% | 9,402 | $552K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -13.3% | 9,323 | $547K |
| Thomasville National Bank | 0.03% | No change | 9,275 | $545K |
| Acropolis Investment Management, LLC | 0.03% | Add +5.7% | 9,345 | $528K |
| Cozad Asset Management Inc. | 0.04% | Reduce -11.2% | 8,981 | $527K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -17.6% | 8,876 | $521K |
| Caprock Group, LLC | 0.01% | — | 8,915 | $516K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.0% | 8,747 | $514K |
| Stephens Inc. | 0.01% | Add +1.2% | 8,723 | $512K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -42.2% | 8,543 | $502K |
| Comerica Bank | 0.00% | Add +21.7% | 8,541 | $502K |
| Navellier & Associates Inc. | 0.05% | New | 8,531 | $501K |
| Mandatum Life Insurance Co Ltd | 0.12% | No change | 8,471 | $497K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 8,250 | $484K |
| Cary Street Partners Financial LLC | 0.01% | Add +2.7% | 8,099 | $476K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +18.5% | 7,977 | $468K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,625 | $466K |
| Retirement Planning Group, LLC | 0.02% | Add +13.9% | 7,939 | $466K |
| Mutual Advisors, LLC | 0.01% | Reduce -26.2% | 7,547 | $464K |
| Armor Investment Advisors, LLC | 0.15% | Reduce -11.9% | 7,881 | $463K |
| Baker Avenue Asset Management, LP | 0.01% | Add +23.6% | 7,871 | $462K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 7,835 | $460K |
| Sage Capital Management, LLC | 0.20% | Add +0.3% | 7,698 | $452K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 7,688 | $451K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -9.5% | 7,623 | $448K |
| GTS Securities LLC | 0.02% | New | 7,571 | $445K |
| American Financial Advisors, LLC | 0.06% | Reduce -24.7% | 7,549 | $443K |
| Brookwood Investment Group LLC | 0.06% | Add +32.5% | 7,464 | $438K |
| Moment Partners, LLC | 0.08% | No change | 7,375 | $433K |
| Archer Investment Corp | 0.10% | Reduce -14.5% | 7,368 | $433K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.10% | No change | 7,230 | $425K |
| Alterna Wealth Management, Inc. | 0.34% | No change | 7,055 | $414K |
| Citadel Advisors | 0.00% | Reduce -84.8% | 7,001 | $411K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -56.3% | 6,971 | $410K |
| Arrowroot Family Office, LLC | 0.16% | Add +2.6% | 6,973 | $409K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.7% | 6,941 | $408K |
| MRA Advisory Group | 0.18% | Add +0.1% | 6,920 | $406K |
| Evergreen Capital Management LLC | 0.01% | Add +18.4% | 6,886 | $404K |
| Strategic Advocates LLC | 0.10% | Add +2.0% | 6,860 | $403K |
| Weaver Consulting Group | 0.10% | Reduce -3.9% | 6,835 | $401K |
| AQR Capital Management | 0.00% | No change | 6,785 | $398K |
| Manchester Capital Management LLC | 0.05% | No change | 6,779 | $398K |
| Granite FO LLC | 0.21% | Reduce -31.8% | 6,663 | $391K |
| Csenge Advisory Group | 0.02% | Add +0.6% | 6,661 | $391K |
| Capital Advisory Group Advisory Services, LLC | 0.12% | Reduce -23.1% | 6,641 | $390K |
| Shira Ridge Wealth Management | 0.17% | Reduce -33.6% | 6,638 | $390K |
| Athena Investment Management | 0.20% | No change | 6,546 | $384K |
| Principle Wealth Partners LLC | 0.02% | No change | 6,535 | $384K |
| Merit Financial Group, LLC | 0.00% | Reduce -9.7% | 6,523 | $383K |
| Pingora Partners LLC | 0.25% | Add +32.6% | 6,522 | $383K |
| Counterweight Ventures, LLC | 0.22% | Reduce -71.8% | 6,507 | $382K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -2.9% | 6,505 | $382K |
| Arrien Investments, Inc. | 0.22% | Reduce -72.0% | 6,358 | $373K |
| Continuum Wealth Advisors, LLC | 0.16% | No change | 6,335 | $372K |
| Procyon Advisors, LLC | 0.02% | No change | 6,250 | $367K |
| Visionary Wealth Advisors | 0.02% | No change | 6,208 | $365K |
| Millennium Capital Advisors, LLC | 0.22% | No change | 6,200 | $364K |
| North Star Investment Management Corp. | 0.02% | No change | 6,105 | $358K |
| Palisades Hudson Asset Management, L.P. | 0.13% | Add +0.3% | 6,101 | $358K |
| Advisors Management Group Inc. | 0.06% | Reduce -9.4% | 6,076 | $357K |
| First United Bank & Trust | 0.11% | Reduce -3.0% | 6,000 | $352K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.1% | 5,972 | $351K |
| Atlantic Union Bankshares Corp | 0.01% | Add +8.7% | 5,960 | $350K |
| Focus Financial Network, Inc. | 0.01% | Reduce -4.5% | 5,854 | $344K |
| PFG Advisors | 0.01% | New | 5,841 | $343K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -77.6% | 5,823 | $342K |
| Ignite Planners, LLC | 0.06% | Reduce -2.9% | 5,785 | $340K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 5,743 | $337K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +4.1% | 5,713 | $335K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 5,690 | $334K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 5,647 | $332K |
| Argyle Capital Partners, LLC | 0.24% | New | 5,617 | $330K |
| Baird Financial Group, Inc. | 0.00% | Reduce -72.5% | 5,612 | $330K |
| Summit Wealth Group, LLC | 0.08% | Reduce -0.7% | 5,539 | $325K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 5,500 | $323K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.3% | 5,490 | $322K |
| Rollins Financial Advisors, LLC | 0.05% | Reduce -35.1% | 5,465 | $321K |
| Ieq Capital, LLC | 0.00% | No change | 5,460 | $321K |
| Bristlecone Advisors, LLC | 0.03% | No change | 5,450 | $320K |
| Colorado Capital Management, Inc. | 0.12% | No change | 5,455 | $320K |
| Principal Securities, Inc. | 0.01% | Add +5.8% | 5,392 | $317K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.2% | 5,386 | $316K |
| Tiaa Trust, National Association | 0.00% | No change | 5,380 | $316K |
| TPG Advisors LLC | 0.21% | No change | 5,375 | $316K |
| Summit Financial, LLC | 0.00% | Reduce -15.8% | 5,305 | $311K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -79.8% | 5,281 | $310K |
| Garrison Point Advisors, LLC | 0.13% | Add +4.2% | 5,280 | $310K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -15.7% | 5,246 | $308K |
| HB Wealth Management, LLC | 0.00% | No change | 5,226 | $307K |
| Courier Capital LLC | 0.02% | No change | 5,225 | $307K |
| Key Client Fiduciary Advisors, LLC | 0.10% | Reduce -10.5% | 5,194 | $305K |
| D.A. Davidson & Co. | 0.00% | Add +3.0% | 5,162 | $303K |
| Bailard, Inc. | 0.01% | Reduce -6.5% | 5,150 | $302K |
| Milestones Private Investment Advisors LLC | 0.21% | No change | 5,115 | $300K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | No change | 5,111 | $300K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -15.7% | 5,044 | $300K |
| Medallion Wealth Advisors, LLC | 0.11% | Reduce -28.8% | 5,083 | $298K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +14.9% | 5,082 | $298K |
| Royal Fund Management, LLC | 0.04% | Reduce -76.4% | 5,070 | $298K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.2% | 4,826 | $296K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 5,026 | $295K |
| Meridian Management Co. | 0.08% | No change | 5,000 | $294K |
| Roof Eidam Maycock Peralta, LLC | 0.07% | No change | 5,000 | $294K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -8.9% | 4,989 | $293K |
| Arbor Investment Advisors, LLC | 0.04% | Add +12.8% | 4,984 | $293K |
| LJI Wealth Management, LLC | 0.05% | New | 4,949 | $291K |
| Spire Wealth Management | 0.01% | Reduce -1.8% | 4,928 | $289K |
| Gries Financial LLC | 0.05% | Add +0.6% | 4,926 | $289K |
| Stratos Investment Management, LLC | 0.01% | New | 4,910 | $288K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 4,877 | $286K |
| Sharper & Granite LLC | 0.10% | Reduce -14.2% | 4,875 | $286K |
| Midwest Trust Co | 0.00% | Reduce -4.0% | 4,875 | $286K |
| Blackston Financial Advisory Group, LLC | 0.17% | Reduce -46.9% | 4,794 | $281K |
| Lazari Capital Management, Inc. | 0.09% | Reduce -4.0% | 4,729 | $278K |
| Insigneo Advisory Services, LLC | 0.02% | Add +5.7% | 4,703 | $276K |
| Owen LaRue, LLC | 0.11% | Add +9.7% | 4,653 | $273K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,559 | $268K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,555 | $267K |
| KKM Financial LLC | 0.08% | No change | 4,540 | $267K |
| Maxele Advisors, LLC | 0.23% | Reduce -1.1% | 4,475 | $263K |
| Synovus Financial Corp. | 0.00% | Add +5.3% | 4,461 | $262K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 4,265 | $250K |
| Russell Investments Group, Ltd. | 0.00% | Add +195.3% | 4,241 | $249K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 3,011 | $248K |
| Certuity, LLC | 0.02% | No change | 4,216 | $248K |
| Gryphon Financial Partners LLC | 0.03% | No change | 4,193 | $246K |
| First Merchants Corp. | 0.01% | No change | 4,169 | $245K |
| CoreCap Advisors, LLC | 0.01% | No change | 4,156 | $244K |
| Keel Point, LLC | 0.01% | No change | 4,147 | $244K |
| Fort Sheridan Advisors LLC | 0.03% | Reduce -5.8% | 4,060 | $238K |
| Sunburst Financial Group, LLC | 0.05% | No change | 4,037 | $237K |
| IHT Wealth Management, LLC | 0.01% | Reduce -60.4% | 4,033 | $237K |
| Independent Advisor Alliance | 0.01% | No change | 4,032 | $237K |
| Sonata Capital Group Inc. | 0.09% | No change | 4,000 | $235K |
| LCNB Corp. | 0.08% | No change | 4,000 | $235K |
| Guidance Point Advisors, LLC | 0.06% | Add +0.0% | 3,979 | $234K |
| Keebeck Wealth Management | 0.03% | Reduce -8.0% | 3,968 | $233K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 3,950 | $232K |
| Trillium Asset Management, LLC | 0.01% | No change | 3,940 | $231K |
| Endeavor Private Wealth, Inc. | 0.07% | New | 3,918 | $230K |
| Patten & Patten Inc. | 0.01% | No change | 3,900 | $229K |
| Whitener Capital Management, Inc. | 0.05% | New | 3,884 | $228K |
| Redwood Financial Network Corp | 0.14% | Reduce -24.0% | 3,882 | $228K |
| NorthCoast Asset Management LLC | 0.00% | Add +2.8% | 3,873 | $227K |
| Fairscale Capital, LLC | 0.15% | No change | 3,839 | $225K |
| JFS Wealth Advisors, LLC | 0.01% | Add +2144.1% | 3,815 | $224K |
| Maia Wealth LLC | 0.04% | Reduce -6.7% | 3,594 | $223K |
| Harbour Trust & Investment Management Co | 0.02% | No change | 3,750 | $220K |
| Narwhal Capital Management | 0.02% | No change | 3,750 | $220K |
| Wealth Alliance, LLC | 0.02% | No change | 3,725 | $219K |
| Flputnam Investment Management Co. | 0.00% | Reduce -17.5% | 3,719 | $218K |
| Kaydan Wealth Management, Inc. | 0.06% | No change | 3,681 | $216K |
| Allworth Financial LP | 0.00% | Add +5.1% | 3,660 | $215K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,650 | $214K |
| Keystone Wealth Services, LLC | 0.05% | No change | 3,645 | $214K |
| Round Rock Advisors LLC | 0.03% | No change | 3,641 | $214K |
| Atlas Brown,Inc. | 0.06% | Add +0.3% | 3,604 | $212K |
| Apollon Financial, LLC | 0.04% | No change | 3,600 | $211K |
| Pavion Blue Capital, LLC | 0.09% | No change | 3,550 | $208K |
| Parallel Advisors, LLC | 0.00% | Add +18.3% | 3,546 | $208K |
| Smith Salley Wealth Management | 0.01% | New | 3,510 | $206K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 3,506 | $206K |
| PCG Asset Management, LLC | 0.17% | New | 3,505 | $206K |
| AMG National Trust Bank | 0.01% | New | 3,505 | $206K |
| Berkeley Capital Partners, LLC | 0.05% | New | 3,500 | $206K |
| PFG Investments, LLC | 0.01% | New | 3,498 | $205K |
| BlackRock, Inc. | 0.00% | Add +0.1% | 3,493 | $205K |
| Collaborative Wealth Managment Inc. | 0.08% | New | 3,470 | $204K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -14.7% | 3,437 | $202K |
| Harvest Investment Services, LLC | 0.04% | New | 3,423 | $201K |
| BTG Pactual Asset Management US LLC | 0.02% | Add +42.6% | 3,530 | $199K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 3,335 | $196K |
| Creative Financial Designs Inc. | 0.01% | Add +0.3% | 3,183 | $187K |
| Caldwell Trust Co | 0.01% | No change | 2,720 | $160K |
| Harbour Investments, Inc. | 0.00% | Add +10.6% | 2,571 | $151K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 2,375 | $139K |
| Westfuller Advisors, LLC | 0.06% | New | 2,337 | $137K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,300 | $135K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.7% | 2,210 | $130K |
| Front Row Advisors LLC | 0.04% | Reduce -12.4% | 2,152 | $126K |
| BigSur Wealth Management LLC | 0.03% | Reduce -50.0% | 2,000 | $117K |
| Accordant Advisory Group Inc | 0.08% | No change | 1,940 | $114K |
| Key Financial Inc | 0.02% | Add +0.3% | 1,851 | $112K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | No change | 1,866 | $110K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 1,826 | $107K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -19.2% | 1,790 | $105K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -12.5% | 1,750 | $103K |
| Keystone Financial Group | 0.01% | New | 1,720 | $101K |
| Bessemer Group Inc. | 0.00% | No change | 1,685 | $99K |
| Franklin Resources Inc. | 0.00% | No change | 1,675 | $98K |
| MTM Investment Management, LLC | 0.03% | No change | 1,625 | $95K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,620 | $95K |
| Larson Financial Group LLC | 0.00% | No change | 1,593 | $94K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -49.9% | 1,479 | $87K |
| KERR FINANCIAL PLANNING Corp | 0.12% | — | 1,288 | $83K |
| Lanark Financial, Inc. | 0.01% | No change | 1,266 | $74K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,260 | $74K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,250 | $73K |
| AlphaCore Capital LLC | 0.00% | No change | 1,039 | $61K |
| CVA Family Office, LLC | 0.01% | No change | 1,035 | $61K |
| Perritt Capital Management Inc | 0.03% | Add +0.4% | 1,024 | $60K |
| Davis Capital Management | 0.04% | — | 1,000 | $59K |
| Realta Investment Advisors | 0.02% | No change | 1,000 | $59K |
| NFSG Corp | 0.01% | No change | 1,000 | $59K |
| Optiver Holding B.V. | 0.00% | Reduce -83.3% | 1,000 | $59K |
| AE Wealth Management LLC | 0.00% | Reduce -21.9% | 998 | $59K |
| CENTRAL TRUST Co | 0.00% | Reduce -2.6% | 935 | $55K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 890 | $52K |
| First Horizon Corp. | 0.00% | — | 870 | $51K |
| Hilltop National Bank | 0.01% | No change | 805 | $47K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.3% | 804 | $47K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.4% | 802 | $47K |
| New Republic Capital, LLC | 0.01% | No change | 770 | $45K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 750 | $44K |
| Family Manage LLC | 0.01% | No change | 750 | $44K |
| Assetmark, Inc. | 0.00% | No change | 734 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.9% | 726 | $43K |
| Tidemark, LLC | 0.01% | No change | 705 | $41K |
| LRI Investments, LLC | 0.00% | No change | 675 | $40K |
| Signaturefd, LLC | 0.00% | No change | 648 | $38K |
| Nova Wealth Management, Inc. | 0.03% | Reduce -33.6% | 641 | $38K |
| SJS Investment Consulting Inc. | 0.00% | New | 615 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 585 | $34K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 570 | $33K |
| Old Second National Bank of Aurora | 0.01% | No change | 545 | $32K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 536 | $31K |
| Murphy & Mullick Capital Management Corp | 0.02% | Add +0.4% | 514 | $31K |
| RMG Wealth Management LLC | 0.00% | No change | 500 | $31K |
| Financial Perspectives, Inc | 0.01% | Add +0.2% | 524 | $31K |
| 2UniFi Bank | 0.01% | No change | 500 | $29K |
| Bellevue Asset Management, LLC | 0.01% | No change | 500 | $29K |
| Truvestments Capital LLC | 0.01% | No change | 500 | $29K |
| Tsfg, LLC | 0.00% | No change | 500 | $29K |
| Rise Advisors, LLC | 0.01% | Add +0.2% | 471 | $28K |
| Beutel, Goodman & Co Ltd. | 0.00% | New | 460 | $27K |
| Allianz SE | 0.00% | No change | 425 | $25K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 385 | $23K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 380 | $22K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 375 | $22K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 369 | $22K |
| Evermay Wealth Management LLC | 0.00% | No change | 330 | $19K |
| GGM Financial LLC | 0.01% | New | 319 | $19K |
| HighMark Wealth Management LLC | 0.01% | Add +0.3% | 305 | $18K |
| Hollencrest Capital Management | 0.00% | No change | 305 | $18K |
| Centennial Bank | 0.01% | No change | 299 | $18K |
| Anfield Capital Management, LLC | 0.01% | No change | 288 | $17K |
| Missouri Trust & Investment Co | 0.00% | No change | 275 | $16K |
| Independence Bank of Kentucky | 0.00% | No change | 270 | $16K |
| Optimum Investment Advisors | 0.01% | No change | 265 | $16K |
| Hartford Financial Management Inc. | 0.00% | No change | 255 | $15K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 250 | $15K |
| Westside Investment Management, Inc. | 0.00% | No change | 250 | $15K |
| Country Trust Bank | 0.00% | No change | 250 | $15K |
| Glenmede Investment Management, LP | 0.00% | No change | 250 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | Reduce -87.7% | 243 | $14K |
| Mascoma Wealth Management LLC | 0.00% | Add +290.9% | 215 | $13K |
| Colonial Trust Advisors | 0.00% | No change | 185 | $11K |
| Pacifica Partners Inc. | 0.00% | Reduce -74.8% | 160 | $10K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 151 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $9K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 141 | $8K |
| Golden State Wealth Management, LLC | 0.00% | No change | 128 | $8K |
| Access Investment Management LLC | 0.00% | No change | 125 | $7K |
| Arcadia Investment Management Corp. | 0.00% | New | 125 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 115 | $7K |
| Asset Dedication, LLC | 0.00% | Reduce -65.2% | 115 | $7K |
| SouthState Bank Corp | 0.00% | No change | 115 | $7K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 115 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 107 | $6K |
| Register Financial Advisors LLC | 0.00% | No change | 100 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 77 | $5K |
| EPG Wealth Management LLC | 0.00% | No change | 75 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 75 | $4K |
| Private Trust Co. NA | 0.00% | Reduce -74.9% | 67 | $4K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 60 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 51 | $3K |
| CX Institutional | 0.00% | Reduce -98.1% | 32 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 27 | $2K |
| SYM FINANCIAL Corp | 0.00% | No change | 25 | $1K |
| Viewpoint Capital Management LLC | 0.00% | No change | 20 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 14 | $822 |
| Gould Capital, LLC | 0.00% | No change | 12 | $705 |
| Citigroup Inc. | 0.00% | Reduce -100.0% | 2 | $117 |
| Glassman Wealth Services | 0.00% | No change | 2 | $117 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1 | $79 |
"% 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.