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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $142.4M |
| Exits | 24 | $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 |
| DAVENPORT & Co LLC | 0.01% | Add +4.7% | 26,686 | $1.7M |
| Corrado Advisors, LLC | 0.84% | Add +5.0% | 25,828 | $1.7M |
| &partners | 0.01% | Add +15.9% | 25,104 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +6.2% | 24,922 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.7% | 24,824 | $1.6M |
| My Personal CFO, LLC | 0.67% | New | 24,750 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Reduce -9.1% | 24,123 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -2.7% | 22,924 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -18.6% | 22,292 | $1.5M |
| Simmons Bank | 0.10% | Reduce -0.0% | 22,000 | $1.4M |
| Commerce Bank | 0.01% | Reduce -0.2% | 21,969 | $1.4M |
| US Bancorp \de | 0.00% | Add +0.5% | 21,828 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +7.0% | 21,559 | $1.4M |
| Kovack Advisors, Inc. | 0.07% | Add +86.3% | 21,498 | $1.4M |
| Climber Capital SA | 0.89% | — | 26,429 | $1.4M |
| VestGen Advisors, LLC | 0.06% | Reduce -62.8% | 20,978 | $1.4M |
| Kennicott Capital Management LLC | 0.66% | No change | 20,910 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +8.3% | 20,786 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +33.3% | 20,221 | $1.3M |
| Scotia Capital Inc. | 0.01% | Add +0.9% | 20,082 | $1.3M |
| Yeomans Consulting Group, Inc. | 0.38% | New | 19,961 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +0.0% | 19,959 | $1.3M |
| Banque Pictet & Cie SA | 0.01% | New | 19,088 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Reduce -6.7% | 18,935 | $1.2M |
| Sankala Group LLC | 0.98% | — | 18,301 | $1.2M |
| Royal Fund Management, LLC | 0.11% | Add +268.8% | 18,698 | $1.2M |
| WCG Wealth Advisors LLC | 0.03% | Add +23.4% | 18,519 | $1.2M |
| Lakeshore Capital Group, Inc. | 0.96% | Reduce -0.9% | 18,367 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +3.0% | 18,112 | $1.2M |
| Merkkuri Wealth Advisors LLC | 0.80% | Reduce -43.8% | 17,963 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -0.8% | 17,630 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | No change | 17,606 | $1.1M |
| Adams Wealth Management | 0.24% | Reduce -30.8% | 17,161 | $1.1M |
| CacheTech Inc. | 0.21% | Reduce -30.8% | 17,161 | $1.1M |
| MAI Capital Management | 0.01% | Add +0.1% | 17,110 | $1.1M |
| NorthRock Partners, LLC | 0.02% | Reduce -4.2% | 16,975 | $1.1M |
| IFG Advisory, LLC | 0.05% | Add +5.6% | 16,901 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.08% | No change | 16,784 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -0.0% | 16,657 | $1.1M |
| Glenview Trust Co | 0.02% | Reduce -22.4% | 16,625 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +2.0% | 16,468 | $1.1M |
| Smith, Moore & Co. | 0.08% | Add +7.3% | 16,438 | $1.1M |
| Apella Capital, LLC | 0.02% | New | 16,179 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Reduce -1.1% | 16,115 | $1.0M |
| Renaissance Technologies | 0.00% | Add +33.1% | 16,100 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.5% | 16,005 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.37% | Reduce -0.9% | 15,935 | $1.0M |
| Aft, Forsyth & Company, Inc. | 0.44% | Reduce -0.1% | 15,814 | $1.0M |
| Silvia McColl Wealth Management, LLC | 0.68% | No change | 15,800 | $1.0M |
| Asset One Wealth Management LLC | 0.14% | — | 15,579 | $1.0M |
| Liberty Wealth Management LLC | 0.13% | Add +8.1% | 15,533 | $1.0M |
| SOA Wealth Advisors, LLC. | 0.17% | Reduce -11.2% | 15,416 | $1.0M |
| Allen Investment Management, LLC | 0.01% | New | 15,039 | $979K |
| Sovran Advisors, LLC | 0.08% | Add +1.2% | 14,692 | $969K |
| Worth Financial Advisory Group, LLC | 0.47% | Reduce -3.6% | 14,782 | $962K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -2.0% | 14,703 | $957K |
| Oxinas Partners, LLC | 0.46% | Reduce -12.5% | 14,545 | $947K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.3% | 14,423 | $939K |
| Haverford Trust Co | 0.01% | No change | 14,410 | $938K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.3% | 14,295 | $931K |
| Tritonpoint Wealth, LLC | 0.09% | Add +0.3% | 14,088 | $917K |
| Indivisible Partners | 0.10% | — | 13,915 | $906K |
| High Point Wealth Management, LLC | 0.86% | — | 13,768 | $896K |
| Debussy Capital Management LP | 0.12% | Reduce -0.3% | 13,763 | $896K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.5% | 13,588 | $885K |
| Apollon Wealth Management, LLC | 0.02% | Add +152.1% | 13,578 | $884K |
| Choreo, LLC | 0.01% | Reduce -9.0% | 13,461 | $882K |
| Bond & Devick Financial Network, Inc. | 0.25% | No change | 13,488 | $878K |
| Cresset Asset Management, LLC | 0.00% | Add +33.8% | 13,389 | $872K |
| Brown Advisory Inc. | 0.00% | Reduce -3.9% | 13,380 | $871K |
| Readystate Asset Management LP | 0.07% | New | 13,371 | $870K |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.4% | 13,225 | $861K |
| Bellwether Advisors, LLC | 0.14% | No change | 13,169 | $857K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Reduce -5.0% | 13,094 | $852K |
| Foundations Investment Advisors, LLC | 0.01% | New | 13,074 | $851K |
| V2 Financial group LLC | 0.42% | No change | 13,000 | $846K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 12,921 | $841K |
| Asempa Wealth Advisors | 0.70% | — | 12,569 | $818K |
| Sowell Financial Services LLC | 0.03% | No change | 12,568 | $818K |
| Heritage Wealth Advisors | 0.03% | Add +5.9% | 12,368 | $805K |
| Claro Advisors Inc. | 0.11% | Add +0.6% | 12,331 | $803K |
| Laurel Oak Wealth Management, LLC | 0.13% | — | 12,301 | $801K |
| Regal Investment Advisors LLC | 0.05% | Reduce -7.8% | 12,024 | $783K |
| Sunbelt Securities, Inc. | 0.05% | Add +39.5% | 11,916 | $776K |
| Blair William & Co. | 0.00% | Add +23.6% | 11,910 | $775K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.0% | 11,769 | $766K |
| Mutual Advisors, LLC | 0.02% | Add +55.0% | 11,701 | $762K |
| Boreal Capital Management LLC | 0.70% | Reduce -3.9% | 11,695 | $761K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.4% | 11,653 | $759K |
| HighPoint Advisor Group LLC | 0.02% | New | 11,649 | $758K |
| Dentgroup LLC | 0.51% | Reduce -40.0% | 11,381 | $741K |
| CreativeOne Wealth, LLC | 0.02% | Add +103.8% | 11,187 | $728K |
| Astoria Portfolio Advisors LLC. | 0.17% | New | 10,993 | $728K |
| Coastal Bridge Advisors, LLC | 0.05% | No change | 11,060 | $720K |
| Central Valley Advisors, LLC | 0.21% | Add +7.2% | 10,874 | $708K |
| Great Lakes Advisors, LLC | 0.01% | No change | 10,747 | $700K |
| Indie Asset Partners, LLC | 0.77% | Reduce -10.2% | 10,566 | $688K |
| Sigma Planning Corp | 0.02% | Reduce -0.9% | 10,546 | $687K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.0% | 10,474 | $682K |
| Finley Financial, LLC | 0.31% | Reduce -16.4% | 10,450 | $680K |
| Wesbanco Bank Inc. | 0.02% | No change | 10,385 | $676K |
| Waterloo Capital, L.P. | 0.05% | Reduce -1.5% | 10,348 | $674K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -17.9% | 10,317 | $672K |
| Evergreen Capital Management LLC | 0.01% | Add +49.0% | 10,257 | $668K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -16.6% | 10,250 | $667K |
| Wealthspire Retirement, LLC | 0.04% | No change | 10,190 | $663K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.7% | 10,108 | $658K |
| CFM Wealth Partners LLC | 0.09% | No change | 10,060 | $655K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 10,055 | $655K |
| Sachetta, LLC | 0.36% | Reduce -1.6% | 10,050 | $654K |
| Planning Directions Inc. | 0.33% | Reduce -20.3% | 10,004 | $651K |
| Montag A & Associates Inc. | 0.03% | No change | 10,000 | $651K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +24.9% | 9,962 | $649K |
| Carnegie Investment Counsel | 0.01% | No change | 9,960 | $648K |
| American State Bank (Iowa) | 0.31% | No change | 9,915 | $645K |
| Valor Advisors LLC | 0.54% | — | 9,875 | $643K |
| Tranquility Partners, LLC | 0.23% | No change | 9,768 | $636K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -1.7% | 39,310 | $635K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -16.9% | 9,578 | $624K |
| Symphony Financial Services, Inc. | 0.32% | Add +0.8% | 9,485 | $617K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +0.0% | 9,403 | $612K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -31.7% | 9,352 | $609K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -1.9% | 9,345 | $608K |
| Thomasville National Bank | 0.04% | No change | 9,275 | $604K |
| First Citizens Bank & Trust Co. | 0.01% | New | 9,175 | $597K |
| Acropolis Investment Management, LLC | 0.03% | Reduce -2.9% | 9,070 | $590K |
| Cozad Asset Management Inc. | 0.05% | No change | 8,981 | $585K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.0% | 8,878 | $578K |
| Moors & Cabot, Inc. | 0.02% | Reduce -8.1% | 8,848 | $576K |
| Harbour Investments, Inc. | 0.01% | Add +243.9% | 8,843 | $576K |
| Caprock Group, LLC | 0.01% | Reduce -1.3% | 8,800 | $573K |
| Cary Street Partners Financial LLC | 0.01% | Add +8.3% | 8,769 | $571K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.0% | 8,749 | $570K |
| Mandatum Life Insurance Co Ltd | 0.13% | No change | 8,471 | $551K |
| Stephens Inc. | 0.01% | Reduce -3.4% | 8,423 | $548K |
| Black Swift Group, LLC | 0.09% | New | 8,405 | $547K |
| Mercer Global Advisors Inc. | 0.00% | Add +19.7% | 8,308 | $541K |
| Comerica Bank | 0.00% | Reduce -3.0% | 8,281 | $539K |
| EP Wealth Advisors, LLC | 0.00% | — | 8,272 | $539K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 8,250 | $537K |
| Retirement Planning Group, LLC | 0.02% | Add +3.2% | 8,192 | $533K |
| Jacobs Equity LLC | 0.51% | — | 8,091 | $527K |
| Rwa Wealth Partners, LLC | 0.01% | Add +65.5% | 8,069 | $525K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 7,871 | $512K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 7,835 | $510K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,625 | $508K |
| Sage Capital Management, LLC | 0.23% | Add +0.4% | 7,726 | $503K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 7,701 | $501K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.2% | 7,640 | $497K |
| AQR Capital Management | 0.00% | Add +11.1% | 7,535 | $491K |
| Rollins Financial Advisors, LLC | 0.07% | Add +37.5% | 7,514 | $489K |
| Merit Financial Group, LLC | 0.00% | Add +14.2% | 7,450 | $485K |
| Moment Partners, LLC | 0.10% | No change | 7,375 | $480K |
| Archer Investment Corp | 0.11% | Add +0.0% | 7,369 | $480K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -23.5% | 7,363 | $479K |
| Brookwood Investment Group LLC | 0.06% | Reduce -1.4% | 7,359 | $479K |
| Centaurus Financial, Inc. | 0.02% | Add +221.9% | 7,115 | $463K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +50592.9% | 7,097 | $462K |
| Ancora Advisors LLC | 0.01% | Reduce -31.5% | 7,071 | $460K |
| Alterna Wealth Management, Inc. | 0.38% | No change | 7,055 | $459K |
| Ameriflex Group, Inc. | 0.24% | Reduce -50.1% | 7,029 | $458K |
| August Group Capital Ltd | 0.51% | — | 7,000 | $456K |
| Strategic Advocates LLC | 0.12% | Add +1.3% | 6,947 | $455K |
| Arax Advisory Partners | 0.01% | New | 6,958 | $453K |
| American Financial Advisors, LLC | 0.06% | Reduce -8.0% | 6,942 | $452K |
| MRA Advisory Group | 0.19% | Add +0.1% | 6,926 | $451K |
| Ieq Capital, LLC | 0.00% | Add +26.7% | 6,919 | $450K |
| Weaver Consulting Group | 0.11% | Add +0.0% | 6,837 | $445K |
| Manchester Capital Management LLC | 0.06% | No change | 6,779 | $441K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.9% | 6,768 | $440K |
| Allworth Financial LP | 0.00% | Add +84.8% | 6,763 | $440K |
| TSG Advice Partners, LLC | 0.07% | — | 6,742 | $439K |
| Granite FO LLC | 0.23% | No change | 6,663 | $434K |
| Capital Advisory Group Advisory Services, LLC | 0.13% | No change | 6,641 | $432K |
| Athena Investment Management | 0.22% | No change | 6,546 | $426K |
| Counterweight Ventures, LLC | 0.24% | No change | 6,507 | $424K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 6,505 | $423K |
| Kelsey Financial, LLC | 0.36% | — | 6,500 | $423K |
| Headlands Technologies LLC | 0.04% | New | 6,500 | $423K |
| Armor Investment Advisors, LLC | 0.16% | Reduce -17.7% | 6,483 | $422K |
| Continuum Wealth Advisors, LLC | 0.16% | No change | 6,335 | $412K |
| Procyon Advisors, LLC | 0.02% | No change | 6,250 | $407K |
| Millennium Capital Advisors, LLC | 0.24% | No change | 6,200 | $404K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -33.6% | 6,189 | $403K |
| Palisades Hudson Asset Management, L.P. | 0.15% | Add +0.4% | 6,125 | $399K |
| North Star Investment Management Corp. | 0.03% | No change | 6,105 | $397K |
| First Heartland Consultants, Inc. | 0.03% | Add +2.1% | 6,096 | $397K |
| Advisors Management Group Inc. | 0.07% | No change | 6,076 | $396K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,079 | $396K |
| Money Concepts Capital Corp. | 0.02% | Reduce -71.0% | 6,075 | $395K |
| Garrison Point Advisors, LLC | 0.17% | Add +13.7% | 6,005 | $391K |
| First United Bank & Trust | 0.12% | No change | 6,000 | $391K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 5,960 | $388K |
| Visionary Wealth Advisors | 0.02% | Reduce -4.5% | 5,932 | $386K |
| Summit Financial, LLC | 0.01% | Add +10.7% | 5,875 | $382K |
| D.A. Davidson & Co. | 0.00% | Add +13.3% | 5,851 | $381K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.2% | 5,842 | $380K |
| Shira Ridge Wealth Management | 0.15% | Reduce -12.1% | 5,834 | $380K |
| Meridian Wealth Management, LLC | 0.01% | Add +15.8% | 5,778 | $376K |
| Ignite Planners, LLC | 0.06% | Add +0.1% | 5,789 | $376K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 5,751 | $374K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 5,647 | $368K |
| Pingora Partners LLC | 0.22% | Reduce -13.8% | 5,622 | $366K |
| Baird Financial Group, Inc. | 0.00% | Add +0.2% | 5,622 | $366K |
| Owen LaRue, LLC | 0.14% | Add +19.0% | 5,537 | $360K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +9.9% | 5,526 | $360K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 5,500 | $358K |
| Harvest Investment Services, LLC | 0.07% | Add +60.3% | 5,486 | $357K |
| HB Wealth Management, LLC | 0.00% | Add +4.7% | 5,471 | $356K |
| Colorado Capital Management, Inc. | 0.13% | No change | 5,455 | $355K |
| Principle Wealth Partners LLC | 0.02% | Reduce -16.8% | 5,435 | $354K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -5.0% | 5,425 | $353K |
| Arrowroot Family Office, LLC | 0.13% | Reduce -22.5% | 5,407 | $352K |
| Tiaa Trust, National Association | 0.00% | No change | 5,380 | $350K |
| TPG Advisors LLC | 0.22% | No change | 5,375 | $350K |
| Summit Wealth Group, LLC | 0.08% | Reduce -4.2% | 5,308 | $346K |
| PFG Advisors | 0.02% | Reduce -9.7% | 5,276 | $343K |
| Principal Securities, Inc. | 0.01% | Reduce -3.0% | 5,228 | $340K |
| Flputnam Investment Management Co. | 0.00% | Add +40.3% | 5,219 | $340K |
| Heritage Oak Wealth Advisors LLC | 0.12% | New | 5,181 | $337K |
| Bailard, Inc. | 0.01% | No change | 5,150 | $335K |
| Christensen, King & Associates Investment Services, Inc. | 0.14% | No change | 5,111 | $333K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.1% | 5,087 | $331K |
| Key Client Fiduciary Advisors, LLC | 0.11% | Reduce -2.4% | 5,070 | $330K |
| Meridian Management Co. | 0.08% | No change | 5,000 | $326K |
| Roof Eidam Maycock Peralta, LLC | 0.07% | No change | 5,000 | $326K |
| BCS Wealth Management | 0.03% | New | 5,000 | $326K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 4,984 | $324K |
| Spire Wealth Management | 0.01% | Add +0.1% | 4,935 | $321K |
| Milestones Private Investment Advisors LLC | 0.22% | Reduce -3.6% | 4,929 | $321K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.2% | 4,835 | $320K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Reduce -14.3% | 4,879 | $318K |
| Midwest Trust Co | 0.00% | No change | 4,875 | $317K |
| LJI Wealth Management, LLC | 0.05% | Reduce -2.0% | 4,849 | $316K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -4.5% | 4,816 | $314K |
| Lazari Capital Management, Inc. | 0.11% | Add +1.5% | 4,799 | $312K |
| Medallion Wealth Advisors, LLC | 0.10% | Reduce -5.7% | 4,791 | $312K |
| Courier Capital LLC | 0.02% | Reduce -9.6% | 4,725 | $308K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -11.4% | 4,646 | $302K |
| Allstate Corp. | 0.00% | Reduce -63.9% | 4,624 | $301K |
| Stratos Investment Management, LLC | 0.01% | Reduce -7.0% | 4,565 | $297K |
| Stronghold Wealth Management L.L.C. | 0.44% | — | 4,541 | $296K |
| KKM Financial LLC | 0.05% | No change | 4,540 | $296K |
| Redwood Financial Network Corp | 0.19% | Add +16.0% | 4,502 | $293K |
| Maxele Advisors, LLC | 0.24% | No change | 4,475 | $291K |
| Focused Alpha, LLC | 0.09% | — | 4,446 | $289K |
| Modera Wealth Management, LLC | 0.00% | Reduce -2.7% | 4,434 | $289K |
| Blackston Financial Advisory Group, LLC | 0.18% | Reduce -7.7% | 4,426 | $288K |
| Sharper & Granite LLC | 0.10% | Reduce -10.3% | 4,375 | $285K |
| XTX Topco Ltd | 0.01% | Reduce -63.2% | 4,303 | $280K |
| Caldwell Sutter Capital, Inc. | 0.12% | No change | 4,265 | $278K |
| Legacy Advisors, LLC | 0.03% | New | 4,250 | $277K |
| Certuity, LLC | 0.02% | Reduce -0.0% | 4,215 | $274K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -10.7% | 4,201 | $273K |
| Gryphon Financial Partners LLC | 0.03% | No change | 4,193 | $273K |
| Guidance Point Advisors, LLC | 0.06% | Add +4.9% | 4,174 | $272K |
| First Merchants Corp. | 0.01% | No change | 4,169 | $271K |
| Keel Point, LLC | 0.02% | No change | 4,147 | $270K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 4,060 | $264K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 4,045 | $263K |
| Whitener Capital Management, Inc. | 0.06% | Add +4.2% | 4,047 | $263K |
| Clearstead Advisors, LLC | 0.00% | Reduce -11.3% | 4,042 | $263K |
| Sunburst Financial Group, LLC | 0.05% | No change | 4,037 | $263K |
| Independent Advisor Alliance | 0.01% | No change | 4,032 | $262K |
| Karnit Road Accident Victims Compensation Fund | 0.15% | — | 4,000 | $260K |
| Sonata Capital Group Inc. | 0.09% | No change | 4,000 | $260K |
| LCNB Corp. | 0.09% | No change | 4,000 | $260K |
| PW Nova Financial Services LLC | 0.10% | — | 3,946 | $258K |
| AlphaCore Capital LLC | 0.01% | Add +280.9% | 3,957 | $258K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 3,950 | $257K |
| Trillium Asset Management, LLC | 0.01% | No change | 3,940 | $256K |
| BlackRock, Inc. | 0.00% | Add +12.5% | 3,930 | $256K |
| Endeavor Private Wealth, Inc. | 0.07% | No change | 3,918 | $255K |
| StoneX Group Inc. | 0.01% | New | 3,910 | $255K |
| Arrien Investments, Inc. | 0.14% | Reduce -38.6% | 3,903 | $254K |
| Keebeck Wealth Management | 0.03% | Reduce -2.3% | 3,878 | $252K |
| Joseph P. Lucia & Associates, LLC | 0.09% | New | 3,870 | $252K |
| Csenge Advisory Group | 0.01% | Reduce -41.9% | 3,868 | $252K |
| Ridge Creek Global, Inc | 0.21% | — | 3,840 | $250K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 3,815 | $248K |
| IHT Wealth Management, LLC | 0.01% | Reduce -6.9% | 3,753 | $244K |
| Harbour Trust & Investment Management Co | 0.02% | No change | 3,750 | $244K |
| Narwhal Capital Management | 0.02% | No change | 3,750 | $244K |
| Wealth Alliance, LLC | 0.02% | No change | 3,725 | $243K |
| Kaydan Wealth Management, Inc. | 0.07% | No change | 3,681 | $240K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,650 | $238K |
| Keystone Wealth Services, LLC | 0.05% | No change | 3,645 | $237K |
| Round Rock Advisors LLC | 0.04% | No change | 3,641 | $237K |
| Atlas Brown,Inc. | 0.07% | Add +0.4% | 3,617 | $235K |
| Apollon Financial, LLC | 0.03% | No change | 3,600 | $234K |
| Pavion Blue Capital, LLC | 0.10% | No change | 3,550 | $231K |
| Redwood Investment Management, LLC | 0.03% | New | 3,551 | $231K |
| Smith Salley Wealth Management | 0.01% | No change | 3,510 | $229K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 3,506 | $228K |
| AMG National Trust Bank | 0.01% | No change | 3,505 | $228K |
| Level Four Advisory Services, LLC | 0.01% | New | 3,496 | $228K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.7% | 3,485 | $227K |
| PFG Investments, LLC | 0.01% | Reduce -0.5% | 3,479 | $226K |
| Argyle Capital Partners, LLC | 0.17% | Reduce -38.1% | 3,474 | $226K |
| Collaborative Wealth Managment Inc. | 0.08% | No change | 3,470 | $226K |
| Patten & Patten Inc. | 0.01% | Reduce -12.8% | 3,400 | $221K |
| GM Advisory Group, LLC | 0.01% | New | 3,373 | $220K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 3,335 | $217K |
| Bedel Financial Consulting, Inc. | 0.02% | New | 3,327 | $217K |
| Synergy Asset Management, LLC | 0.02% | New | 3,305 | $215K |
| Samalin Investment Counsel, LLC | 0.08% | New | 3,287 | $214K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -23.0% | 3,265 | $213K |
| Outlook Wealth Advisors, LLC | 0.05% | New | 3,251 | $212K |
| Benjamin Edwards Inc. | 0.00% | New | 3,249 | $212K |
| Cardiff Park Advisors, LLC | 0.02% | New | 3,247 | $211K |
| Kingsview Wealth Management, LLC | 0.00% | New | 3,246 | $211K |
| Boston Partners | 0.00% | New | 3,234 | $211K |
| Creative Financial Designs Inc. | 0.01% | Add +0.4% | 3,195 | $208K |
| Pitcairn Wealth Advisors LLC | 0.02% | — | 3,150 | $205K |
| Park National Corp. | 0.01% | New | 3,150 | $205K |
| PCG Asset Management, LLC | 0.16% | Reduce -12.8% | 3,055 | $202K |
| Nilsine Partners, LLC | 0.02% | New | 3,094 | $201K |
| Valeo Financial Advisors, LLC | 0.00% | New | 3,076 | $200K |
| Caldwell Trust Co | 0.02% | No change | 2,720 | $177K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 2,375 | $155K |
| Westfuller Advisors, LLC | 0.06% | Add +0.3% | 2,345 | $153K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,300 | $150K |
| Front Row Advisors LLC | 0.05% | No change | 2,152 | $140K |
| BigSur Wealth Management LLC | 0.03% | No change | 2,000 | $130K |
| CX Institutional | 0.00% | Add +6000.0% | 1,952 | $127K |
| Accordant Advisory Group Inc | 0.09% | No change | 1,940 | $126K |
| International Assets Investment Management, LLC | 0.01% | New | 1,926 | $125K |
| Sound Income Strategies, LLC | 0.01% | New | 1,898 | $124K |
| CDKV Holdings LLC | 0.10% | — | 1,888 | $123K |
| Key Financial Inc | 0.02% | Add +0.3% | 1,857 | $121K |
| Bessemer Group Inc. | 0.00% | No change | 1,685 | $110K |
| Franklin Resources Inc. | 0.00% | No change | 1,675 | $109K |
| MTM Investment Management, LLC | 0.03% | No change | 1,625 | $106K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,620 | $105K |
| New Republic Capital, LLC | 0.03% | Add +109.2% | 1,611 | $105K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 1,594 | $104K |
| Global Retirement Partners, LLC | 0.00% | Reduce -15.3% | 1,546 | $101K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.1% | 1,480 | $96K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Reduce -27.6% | 1,350 | $88K |
| Lanark Financial, Inc. | 0.01% | No change | 1,266 | $82K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,260 | $82K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,250 | $81K |
| Reflection Asset Management | 0.06% | — | 1,230 | $80K |
| CVA Family Office, LLC | 0.01% | No change | 1,035 | $67K |
| Davis Capital Management | 0.04% | No change | 1,000 | $65K |
| Ransom Advisory, Ltd | 0.03% | New | 1,000 | $65K |
| Realta Investment Advisors | 0.02% | No change | 1,000 | $65K |
| Triumph Capital Management | 0.01% | New | 1,000 | $65K |
| NFSG Corp | 0.01% | No change | 1,000 | $65K |
| CENTRAL TRUST Co | 0.00% | No change | 935 | $61K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 890 | $58K |
| Basepoint Wealth LLC | 0.03% | New | 876 | $57K |
| First Horizon Corp. | 0.00% | No change | 870 | $57K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.4% | 807 | $53K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.4% | 805 | $52K |
| Optima Capital LLC | 0.02% | New | 780 | $51K |
| Entrust Financial LLC | 0.04% | — | 769 | $50K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 750 | $49K |
| Family Manage LLC | 0.01% | No change | 750 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 726 | $47K |
| Signature Equity Partners, LLC | 0.03% | — | 718 | $47K |
| Assetmark, Inc. | 0.00% | Reduce -3.4% | 709 | $46K |
| Tidemark, LLC | 0.01% | No change | 705 | $46K |
| LRI Investments, LLC | 0.00% | No change | 675 | $44K |
| Signaturefd, LLC | 0.00% | No change | 648 | $42K |
| Bayban | 0.04% | — | 640 | $42K |
| Vision Retirement, LLC | 0.01% | — | 628 | $41K |
| SJS Investment Consulting Inc. | 0.01% | No change | 615 | $40K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 585 | $38K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 570 | $37K |
| Old Second National Bank of Aurora | 0.01% | No change | 545 | $35K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 536 | $35K |
| Financial Perspectives, Inc | 0.01% | Add +0.4% | 526 | $34K |
| Murphy & Mullick Capital Management Corp | 0.02% | Add +0.4% | 516 | $34K |
| Investment Counsel Co. of Nevada | 0.07% | New | 515 | $34K |
| RMG Wealth Management LLC | 0.00% | No change | 500 | $33K |
| Cape Investment Advisory, Inc. | 0.01% | New | 511 | $33K |
| Tsfg, LLC | 0.00% | No change | 500 | $33K |
| 2UniFi Bank | 0.02% | No change | 500 | $33K |
| Bellevue Asset Management, LLC | 0.01% | No change | 500 | $33K |
| Truvestments Capital LLC | 0.01% | No change | 500 | $33K |
| Quadrant Capital Group LLC | 0.00% | New | 450 | $29K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 460 | $29K |
| Simplex Trading, LLC | 0.00% | New | 431 | $28K |
| Hilltop National Bank | 0.01% | Reduce -47.2% | 425 | $28K |
| Allianz SE | 0.00% | No change | 425 | $28K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 385 | $25K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 380 | $25K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 375 | $24K |
| Wellington-Altus USA Inc. | 0.02% | — | 363 | $24K |
| Fairscale Capital, LLC | 0.01% | Reduce -91.2% | 339 | $22K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 334 | $22K |
| Evermay Wealth Management LLC | 0.00% | No change | 330 | $21K |
| GGM Financial LLC | 0.01% | Add +0.3% | 320 | $21K |
| HighMark Wealth Management LLC | 0.01% | Add +0.3% | 306 | $20K |
| Centennial Bank | 0.01% | No change | 299 | $19K |
| Missouri Trust & Investment Co | 0.01% | No change | 275 | $18K |
| Independence Bank of Kentucky | 0.00% | No change | 270 | $18K |
| Hartford Financial Management Inc. | 0.00% | No change | 255 | $17K |
| SageView Advisory Group, LLC | 0.00% | New | 255 | $17K |
| BankChampaign, National Association | 0.02% | — | 349 | $16K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Reduce -80.4% | 252 | $16K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 250 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 250 | $16K |
| Country Trust Bank | 0.00% | No change | 250 | $16K |
| Glenmede Trust Co. NA | 0.00% | — | 250 | $16K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 247 | $16K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 243 | $16K |
| TD Capital Management LLC | 0.00% | New | 226 | $15K |
| SHP Wealth Management | 0.00% | — | 215 | $14K |
| Caitlin John, LLC | 0.01% | New | 190 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 185 | $12K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 180 | $12K |
| Pacifica Partners Inc. | 0.00% | No change | 160 | $10K |
| Miller Capital Partners, Inc. | 0.01% | — | 150 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 141 | $9K |
| Golden State Wealth Management, LLC | 0.00% | No change | 128 | $8K |
| Arcadia Investment Management Corp. | 0.00% | No change | 125 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 115 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 115 | $7K |
| SouthState Bank Corp | 0.00% | No change | 115 | $7K |
| Access Investment Management LLC | 0.00% | No change | 125 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.9% | 108 | $7K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -84.4% | 100 | $7K |
| Register Financial Advisors LLC | 0.00% | No change | 100 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $7K |
| Ankerstar Wealth, LLC | 0.01% | — | 96 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 77 | $5K |
| EPG Wealth Management LLC | 0.00% | No change | 75 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 75 | $5K |
| Private Trust Co. NA | 0.00% | No change | 67 | $4K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 60 | $4K |
| DecisionPoint Financial, LLC | 0.00% | New | 58 | $4K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -74.4% | 55 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 51 | $3K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.3% | 42 | $3K |
| Dunhill Financial, LLC | 0.00% | No change | 27 | $2K |
| SYM FINANCIAL Corp | 0.00% | No change | 25 | $2K |
| Viewpoint Capital Management LLC | 0.00% | No change | 20 | $1K |
| Gould Capital, LLC | 0.00% | No change | 12 | $781 |
| Curio Wealth, LLC | 0.00% | New | 5 | $332 |
| Citigroup Inc. | 0.00% | Add +50.0% | 3 | $195 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 2 | $130 |
| Glassman Wealth Services | 0.00% | No change | 2 | $130 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1 | $88 |
"% 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.