iShares U.S. Healthcare ETFIYHETF

13F holders, Q4 2025 (December 31)
546holders +67
67new positions
24sold out
3famous investors
$65.06avg. 13F price*

At the end of Q4 2025, 546 institutions reported holding iShares U.S. Healthcare ETF (IYH) in their 13F filings, up 67 from Q3 2025. 67 opened new positions and 24 sold out. The largest holders were FIL Ltd ($254.6M), Morgan Stanley ($147.7M) and Bank of America Corp. ($100.3M). 3 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions67$142.4M
Exits24$61.4M

All 13F filers, Q3 2025 → Q4 2025: 7,824,428 shares bought and 1,992,748 shares sold, net +5,831,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 546 holders

FIL Ltd 0.19% Add +514.1% 3,894,874 $254.6M
Morgan Stanley 0.01% Add +3.1% 2,269,524 $147.7M
Bank of America Corp. 0.01% Add +2.2% 1,540,996 $100.3M
LPL Financial LLC 0.03% Add +8.0% 1,506,483 $98.1M
HSBC Holdings PLC 0.05% Add +1008.8% 1,237,489 $80.6M
UBS Group AG 0.02% Reduce -3.5% 1,200,346 $78.1M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -1.8% 1,047,106 $68.2M
Wells Fargo & Company 0.01% Reduce -2.4% 911,957 $59.4M
Royal Bank of Canada 0.01% Reduce -9.5% 834,903 $54.4M
PGIM Custom Harvest LLC 0.67% Reduce -0.3% 698,265 $45.5M
Raymond James Financial Inc. 0.01% Reduce -11.2% 632,605 $41.2M
Pinkerton Wealth, LLC 4.11% New 615,838 $40.1M
Goldman Sachs Group Inc. 0.01% Reduce -4.9% 603,722 $39.3M
Oakworth Capital, Inc. 1.46% Add +2.6% 410,620 $26.7M
Kestra Advisory Services, LLC 0.10% Add +30.4% 387,474 $25.2M
Osaic Holdings, Inc. 0.04% Reduce -2.5% 377,354 $24.6M
Commonwealth Equity Services, LLC 0.03% Reduce -20.4% 369,855 $24.1M
Ameriprise Financial Inc. 0.00% Add +6.1% 309,090 $20.1M
HighTower Advisors, LLC 0.02% Add +0.7% 287,974 $18.7M
True Freedom Investing, LLC 1.20% New 271,156 $17.7M
Principal Financial Group Inc. 0.01% Add +49.4% 250,756 $16.3M
Camarda Financial Advisors, LLC 5.54% New 223,592 $14.6M
Cetera Investment Advisers 0.01% Add +16.1% 194,036 $12.6M
Park Avenue Securities LLC 0.10% Add +9.7% 176,932 $11.5M
Jones Financial Companies LLLP 0.01% Add +21.6% 160,923 $10.5M
Cambridge Investment Research Advisors, Inc. 0.03% Add +40.8% 148,748 $9.7M
Signature Estate & Investment Advisors LLC 0.19% Reduce -1.0% 145,838 $9.5M
Three Seasons Wealth, LLC 0.90% New 144,312 $9.4M
RPS Advisory Solutions LLC 4.42% New 144,028 $9.4M
Equitable Holdings, Inc. 0.06% Add +93.6% 139,802 $9.1M
Concurrent Investment Advisors, LLC 0.10% Add +1194.8% 136,448 $8.9M
Private Advisor Group, LLC 0.04% Add +65.8% 130,670 $8.5M
Consolidated Capital Management, LLC 2.57% Reduce -57.8% 130,231 $8.5M
JPMorgan Chase & Co. 0.00% Add +4.1% 126,864 $8.3M
Steward Partners Investment Advisory, LLC 0.04% Add +2.1% 125,140 $8.1M
Peapack Gladstone Financial Corp. 0.10% Reduce -0.6% 123,118 $8.0M
Arkansas Financial Group, Inc. 1.14% Add +5.9% 120,992 $7.9M
Marshall Wace, LLP 0.01% New 120,459 $7.8M
United Capital Financial Advisors, LLC 0.05% Add +5.8% 119,310 $7.8M
Envestnet Asset Management Inc. 0.00% Add +20.0% 118,787 $7.7M
Summit Financial Consulting LLC 5.19% New 109,847 $7.2M
SP Asset Management LLC 0.53% Reduce -0.3% 102,644 $6.7M
Bank of Montreal 0.00% Add +7.2% 100,319 $6.5M
Stifel Financial Corp. 0.01% Add +66.6% 100,135 $6.5M
BNP Paribas Financial Markets 0.00% Reduce -1.7% 100,065 $6.5M
First Citizens Financial Corp 3.01% Reduce -2.9% 93,617 $6.1M
AE Wealth Management LLC 0.03% Add +9109.8% 91,914 $6.0M
Stillwater Capital Advisors, LLC 0.57% Reduce -0.3% 81,431 $5.3M
Audent Global Asset Management, LLC 3.04% Add +10.6% 73,773 $4.8M
HC Advisors, LLC 3.31% Reduce -1.2% 73,544 $4.8M
Pettyjohn, Wood & White, Inc. 0.74% Reduce -2.5% 72,750 $4.7M
Capital Investment Advisors, LLC 0.07% Reduce -2.1% 69,513 $4.5M
Forte Asset Management LLC 1.97% Reduce -10.6% 66,542 $4.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -5.3% 60,158 $4.0M
Lighthouse Financial LLC 2.50% Add +3.9% 58,866 $3.8M
Independent Financial Group, LLC 0.09% Add +79.4% 58,579 $3.8M
Sowa Financial Group, Inc. 1.97% Reduce -15.0% 58,191 $3.8M
CoreCap Advisors, LLC 0.13% Add +1291.0% 57,812 $3.8M
National Bank of Canada 0.00% Reduce -6.2% 57,560 $3.7M
MML Investors Services, LLC 0.01% Reduce -2.0% 56,372 $3.7M
OneDigital Investment Advisors LLC 0.04% Reduce -63.0% 54,773 $3.6M
National Philanthropic Trust 0.04% Add +0.4% 54,647 $3.6M
Thrivent Financial for Lutherans 0.01% Reduce -11.9% 53,634 $3.5M
PNC Financial Services Group, Inc. 0.00% Reduce -3.5% 52,042 $3.4M
Lifestyle Asset Management, Inc. 1.07% New 50,593 $3.3M
Creative Planning 0.00% Reduce -0.7% 50,298 $3.3M
Sanctuary Advisors, LLC 0.02% Reduce -1.7% 47,926 $3.1M
Rainey & Randall Wealth Advisors Inc. 0.50% Reduce -11.4% 47,258 $3.1M
Truist Financial Corp. 0.00% Add +6.2% 46,590 $3.0M
Ethos Financial Group, LLC 0.22% Reduce -4.8% 45,746 $3.0M
Mariner, LLC 0.00% Reduce -2.2% 45,024 $2.9M
FMR LLC 0.00% Add +5.0% 44,770 $2.9M
Balboa Wealth Partners 0.48% New 44,382 $2.9M
Mine & Arao Wealth Creation & Management, LLC. 1.11% Reduce -0.3% 43,423 $2.8M
Smartleaf Asset Management LLC 0.11% New 42,513 $2.8M
Conservest Capital Advisors, Inc. 0.25% Add +0.2% 42,448 $2.8M
LOM Asset Management Ltd 0.80% Reduce -0.9% 42,377 $2.8M
Two Sigma Investments, LP 0.00% New 40,587 $2.6M
Mgo One Seven LLC 0.05% Add +7.9% 39,354 $2.6M
USA Financial Formulas 0.46% New 39,109 $2.5M
Laurel Wealth Advisors LLC 0.33% Add +1.9% 37,956 $2.5M
Empirical Asset Management, LLC 0.66% Reduce -0.3% 35,866 $2.3M
Johnson Investment Counsel Inc. 0.02% Add +8.9% 35,795 $2.3M
Citadel Advisors 0.00% Add +410.1% 35,709 $2.3M
Win Advisors, Inc. 0.98% New 35,303 $2.3M
Janney Montgomery Scott LLC 0.01% Reduce -1.7% 35,293 $2.3M
Essex LLC 0.39% Reduce -0.1% 34,212 $2.2M
Gladstone Institutional Advisory LLC 0.08% Add +69.5% 33,989 $2.2M
Quest 10 Wealth Builders, Inc. 1.87% Reduce -1.2% 32,135 $2.1M
1832 Asset Management L.P. 0.00% New 31,791 $2.1M
Arkadios Wealth Advisors 0.04% Add +35.5% 30,392 $2.0M
NWF Advisory Services Inc. 0.21% Add +0.4% 29,815 $1.9M
Zurich Insurance Group Ltd 0.01% No change 29,630 $1.9M
Aua Capital Management, LLC 0.97% Reduce -1.3% 29,579 $1.9M
Lido Advisors, LLC 0.01% Add +12.5% 32,308 $1.9M
MMBG Investment Advisors Co. 0.15% No change 28,270 $1.8M
Northern Trust Corp. 0.00% Add +12.5% 27,835 $1.8M
Corient Private Wealth LP 0.00% Reduce -17.0% 27,664 $1.8M
Cibc World Market Inc. 0.00% Add +8.4% 27,318 $1.8M
Fifth Third Securities, Inc. 0.11% Add +15.8% 26,699 $1.7M

"% 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 546 holders