iShares U.S. Healthcare ETFIYHETF

13F holders, Q1 2026 (March 31)
517holders −29
28new positions
54sold out
5famous investors
$61.94avg. 13F price*

At the end of Q1 2026, 517 institutions reported holding iShares U.S. Healthcare ETF (IYH) in their 13F filings, down 29 from Q4 2025. 28 opened new positions and 54 sold out. The largest holders were UBS Group AG ($155.7M), Morgan Stanley ($137.4M) and Bank of America Corp. ($94.3M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions28$13.5M
Exits54$337.0M

All 13F filers, Q4 2025 → Q1 2026: 2,904,958 shares bought and 7,645,957 shares sold, net −4,740,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 517 holders

UBS Group AG 0.03% Add +110.4% 2,525,384 $155.7M
Morgan Stanley 0.01% Reduce -1.8% 2,228,857 $137.4M
Bank of America Corp. 0.01% Reduce -0.8% 1,529,508 $94.3M
LPL Financial LLC 0.02% Reduce -6.3% 1,412,046 $87.0M
PGIM Custom Harvest LLC 1.03% Add +53.0% 1,068,453 $65.9M
Wells Fargo & Company 0.01% Add +14.8% 1,046,742 $64.5M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -4.2% 1,003,253 $61.8M
Pinkerton Wealth, LLC 5.10% Add +39.8% 861,189 $56.1M
Royal Bank of Canada 0.01% Add +7.8% 899,816 $55.5M
Goldman Sachs Group Inc. 0.01% Add +15.0% 694,455 $42.8M
Raymond James Financial Inc. 0.01% Add +6.2% 671,704 $41.4M
Kestra Advisory Services, LLC 0.10% Add +8.7% 421,205 $26.0M
Oakworth Capital, Inc. 1.36% Add +1.6% 417,233 $25.7M
Osaic Holdings, Inc. 0.03% Reduce -0.3% 376,181 $23.2M
Commonwealth Equity Services, LLC 0.03% Reduce -5.4% 350,033 $21.6M
HighTower Advisors, LLC 0.02% Add +0.0% 287,995 $17.8M
Ameriprise Financial Inc. 0.00% Reduce -11.8% 272,518 $16.8M
Cetera Investment Advisers 0.01% Add +6.2% 206,074 $12.7M
Park Avenue Securities LLC 0.09% Add +4.6% 185,111 $11.4M
Jones Financial Companies LLLP 0.01% Add +10.0% 176,967 $10.6M
Consolidated Capital Management, LLC 3.08% Add +18.7% 154,634 $9.5M
Concurrent Investment Advisors, LLC 0.10% Add +8.9% 148,586 $9.2M
Signature Estate & Investment Advisors LLC 0.18% Reduce -0.1% 145,657 $9.0M
JPMorgan Chase & Co. 0.00% Add +7.3% 136,130 $8.2M
Arkansas Financial Group, Inc. 1.14% Add +7.1% 129,578 $8.1M
Envestnet Asset Management Inc. 0.00% Add +11.0% 131,870 $8.1M
Private Advisor Group, LLC 0.04% Reduce -7.3% 121,187 $7.5M
Peapack Gladstone Financial Corp. 0.09% Reduce -3.8% 118,428 $7.3M
United Capital Financial Advisors, LLC 0.04% Reduce -1.9% 117,020 $7.2M
Two Sigma Investments, LP 0.01% Add +185.8% 115,987 $7.1M
Steward Partners Investment Advisory, LLC 0.04% Reduce -11.0% 111,333 $6.9M
SP Asset Management LLC 0.56% Reduce -0.2% 102,401 $6.3M
First Citizens Financial Corp 2.70% Reduce -0.8% 92,880 $5.7M
Principal Financial Group Inc. 0.00% Reduce -63.1% 92,460 $5.7M
GFS Advisors, LLC 0.36% New 21,325 $5.6M
Bank of Montreal 0.00% Reduce -13.5% 86,810 $5.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -41.8% 86,527 $5.3M
Equitable Holdings, Inc. 0.03% Reduce -45.9% 75,678 $4.9M
Gerald Baker Financial Group LLC 1.50% — 76,928 $4.7M
Stillwater Capital Advisors, LLC 0.52% Reduce -9.0% 74,120 $4.6M
Truist Financial Corp. 0.01% Add +56.3% 72,796 $4.5M
HC Advisors, LLC 2.98% Reduce -1.6% 72,329 $4.5M
Pettyjohn, Wood & White, Inc. 0.71% Reduce -0.9% 72,075 $4.4M
Stifel Financial Corp. 0.00% Reduce -29.0% 71,108 $4.4M
Capital Investment Advisors, LLC 0.06% Reduce -0.4% 69,242 $4.3M
Forte Asset Management LLC 1.78% Reduce -0.9% 65,952 $4.1M
Lighthouse Financial LLC 2.35% Add +7.4% 63,223 $3.9M
Sowa Financial Group, Inc. 1.75% Reduce -1.3% 57,422 $3.5M
National Bank of Canada 0.00% Reduce -4.9% 54,716 $3.4M
Thrivent Financial for Lutherans 0.01% Add +1.6% 54,471 $3.4M
Sanctuary Advisors, LLC 0.02% Add +12.2% 53,754 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -11.3% 53,391 $3.3M
National Philanthropic Trust 0.03% Reduce -2.7% 53,165 $3.3M
Mariner, LLC 0.00% Add +14.9% 51,739 $3.2M
Creative Planning 0.00% Add +0.2% 50,404 $3.1M
PNC Financial Services Group, Inc. 0.00% Reduce -5.8% 49,036 $3.0M
Ethos Financial Group, LLC 0.22% No change 45,746 $3.0M
MML Investors Services, LLC 0.01% Reduce -15.0% 47,933 $3.0M
Audent Global Asset Management, LLC 2.89% Reduce -36.4% 46,958 $2.9M
Rainey & Randall Wealth Advisors Inc. 0.47% Reduce -1.2% 46,687 $2.9M
FMR LLC 0.00% Add +1.9% 45,628 $2.8M
Mine & Arao Wealth Creation & Management, LLC. 1.12% Reduce -0.1% 43,381 $2.7M
LOM Asset Management Ltd 0.74% Reduce -1.3% 41,822 $2.6M
Conservest Capital Advisors, Inc. 0.23% Reduce -3.9% 40,785 $2.5M
Smartleaf Asset Management LLC 0.09% Reduce -3.3% 41,095 $2.5M
Laurel Wealth Advisors LLC 0.23% Add +1.2% 38,396 $2.3M
Citadel Advisors 0.00% Add +4.6% 37,336 $2.3M
Mgo One Seven LLC 0.05% Reduce -5.4% 37,235 $2.3M
Money Concepts Capital Corp. 0.13% Add +511.0% 37,120 $2.3M
Empirical Asset Management, LLC 0.58% Reduce -1.1% 35,470 $2.2M
Essex LLC 0.38% Add +2.7% 35,121 $2.2M
Gladstone Institutional Advisory LLC 0.08% Add +0.2% 34,070 $2.1M
Janney Montgomery Scott LLC 0.01% Reduce -4.9% 33,577 $2.1M
NWF Advisory Services Inc. 0.23% Add +9.2% 32,560 $2.0M
Quest 10 Wealth Builders, Inc. 1.74% Add +0.2% 32,207 $2.0M
Arkadios Wealth Advisors 0.03% Add +3.3% 31,379 $1.9M
Lido Advisors, LLC 0.01% Reduce -4.6% 30,820 $1.9M
Zurich Insurance Group Ltd 0.01% No change 29,630 $1.8M
CoreCap Advisors, LLC 0.06% Reduce -49.4% 29,232 $1.8M
Aua Capital Management, LLC 0.92% Reduce -1.3% 29,207 $1.8M
Johnson Investment Counsel Inc. 0.01% Reduce -18.7% 29,095 $1.8M
Independent Financial Group, LLC 0.04% Reduce -50.7% 28,882 $1.8M
Tower Research Capital LLC (TRC) 0.04% Add +292.9% 27,888 $1.7M
Fifth Third Securities, Inc. 0.11% Add +3.9% 27,748 $1.7M
MMBG Investment Advisors Co. 0.16% Reduce -2.8% 27,470 $1.7M
Cibc World Market Inc. 0.00% Add +0.2% 27,383 $1.7M
DAVENPORT & Co LLC 0.01% Reduce -0.4% 26,569 $1.6M
&partners 0.01% Add +4.3% 26,189 $1.6M
Corrado Advisors, LLC 0.83% Add +0.2% 25,877 $1.6M
Rockefeller Capital Management L.P. 0.00% Add +15.4% 25,717 $1.6M
NewEdge Advisors, LLC 0.01% Add +2.9% 25,632 $1.6M
Corient Private Wealth LP 0.00% Reduce -4.9% 26,312 $1.6M
Win Advisors, Inc. 0.71% Reduce -28.4% 25,295 $1.6M
Mercer Global Advisors Inc. 0.00% Add +202.4% 25,126 $1.5M
Virtue Capital Management, LLC 0.23% New 25,525 $1.5M
TD Waterhouse Canada Inc. 0.00% Reduce -1.5% 24,446 $1.5M
Commerce Bank 0.01% Add +9.1% 23,969 $1.5M
Captrust Financial Advisors 0.00% Add +4.1% 23,858 $1.5M
US Bancorp \de 0.00% Add +5.4% 23,002 $1.4M
Valmark Advisers, Inc. 0.02% Reduce -5.2% 22,873 $1.4M
Sigma Planning Corp 0.04% Add +115.9% 22,768 $1.4M
Northern Trust Corp. 0.00% Reduce -20.3% 22,184 $1.4M
Kestra Private Wealth Services, LLC 0.02% Add +2.7% 22,149 $1.4M
Quantinno Capital Management LP 0.00% Add +37.2% 22,107 $1.4M
Kovack Advisors, Inc. 0.07% Add +1.6% 21,851 $1.4M
Simmons Bank 0.09% Reduce -4.3% 21,060 $1.3M
Kennicott Capital Management LLC 0.70% No change 20,910 $1.3M
Adams Wealth Management 0.27% Add +17.4% 20,153 $1.2M
CacheTech Inc. 0.24% Add +17.4% 20,153 $1.2M
Farther Finance Advisors, LLC 0.01% Add +90.4% 19,516 $1.2M
Scotia Capital Inc. 0.01% Reduce -2.3% 19,614 $1.2M
Cerity Partners LLC 0.00% Add +10.6% 19,500 $1.2M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -2.7% 19,424 $1.2M
Banque Pictet & Cie SA 0.01% No change 19,088 $1.2M
Citizens Financial Group Inc. 0.02% Add +0.2% 18,966 $1.2M
Smith, Moore & Co. 0.08% Add +14.1% 18,753 $1.2M
Prospera Financial Services Inc 0.02% Add +3.3% 18,705 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -11.3% 18,443 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -66.5% 18,348 $1.1M
Merkkuri Wealth Advisors LLC 0.75% Add +1.9% 18,310 $1.1M
Lakeshore Capital Group, Inc. 0.92% Reduce -1.0% 18,191 $1.1M
Liberty Wealth Management LLC 0.14% Add +16.9% 18,161 $1.1M
My Personal CFO, LLC 0.49% Reduce -27.3% 18,000 $1.1M
VestGen Advisors, LLC 0.03% Reduce -14.7% 17,901 $1.1M
Sankala Group LLC 0.89% Reduce -1.8% 17,978 $1.1M
WCG Wealth Advisors LLC 0.03% Reduce -5.3% 17,547 $1.1M
Focus Partners Wealth 0.00% Reduce -15.1% 17,166 $1.1M
Pinnacle Associates Ltd. 0.01% Reduce -3.1% 17,067 $1.1M
Apella Capital, LLC 0.02% Add +3.3% 16,709 $1.0M
NorthRock Partners, LLC 0.02% No change 16,975 $1.0M
MAI Capital Management 0.01% Reduce -1.9% 16,793 $1.0M
KMG Fiduciary Partners, LLC 0.08% No change 16,784 $1.0M
RPS Advisory Solutions LLC 0.58% Reduce -88.5% 16,538 $1.0M
Susquehanna International Group, LLP 0.00% Add +24.8% 16,499 $1.0M
Pathstone Holdings, LLC 0.00% No change 16,005 $987K
Sunbelt Securities, Inc. 0.06% Add +34.2% 15,996 $986K
Glass Jacobson Investment Advisors llc 0.34% Reduce -0.0% 15,932 $982K
Silvia McColl Wealth Management, LLC 0.64% No change 15,800 $974K
Royal Fund Management, LLC 0.09% Reduce -15.8% 15,745 $970K
Asset One Wealth Management LLC 0.11% Add +0.3% 15,619 $960K
Aft, Forsyth & Company, Inc. 0.45% Reduce -2.5% 15,423 $951K
SOA Wealth Advisors, LLC. 0.18% Reduce -0.5% 15,340 $946K
Glenview Trust Co 0.01% Reduce -8.7% 15,172 $935K
Brown Advisory Inc. 0.00% Add +12.9% 15,103 $931K
Sovran Advisors, LLC 0.07% Add +3.3% 15,176 $930K
Allen Investment Management, LLC 0.01% No change 15,039 $927K
Climber Capital SA 0.59% Reduce -40.1% 15,829 $901K
Oxinas Partners, LLC 0.41% Reduce -0.4% 14,481 $893K
IFP Advisors, Inc 0.02% Reduce -12.2% 14,461 $891K
Federation des caisses Desjardins du Quebec 0.00% No change 14,423 $889K
Haverford Trust Co 0.01% No change 14,410 $888K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -1.1% 14,539 $886K
Indivisible Partners 0.08% No change 13,915 $858K
Integrated Wealth Concepts LLC 0.01% Add +47.7% 13,815 $852K
High Point Wealth Management, LLC 0.84% Add +0.3% 13,808 $851K
Tritonpoint Wealth, LLC 0.09% Reduce -3.3% 13,625 $840K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.5% 13,515 $833K
Blair William & Co. 0.00% Add +12.8% 13,432 $828K
Central Valley Advisors, LLC 0.22% Add +21.9% 13,258 $817K
Bond & Devick Financial Network, Inc. 0.23% Reduce -2.2% 13,188 $813K
Bellwether Advisors, LLC 0.14% No change 13,169 $812K
V2 Financial group LLC 0.37% No change 13,000 $801K
Claro Advisors Inc. 0.10% Add +4.9% 12,940 $798K
Cresset Asset Management, LLC 0.00% Reduce -3.6% 12,908 $796K
Choreo, LLC 0.01% Reduce -4.6% 12,843 $792K
Debussy Capital Management LP 0.11% Reduce -7.5% 12,733 $785K
Laurel Oak Wealth Management, LLC 0.13% Add +2.8% 12,641 $779K
Sowell Financial Services LLC 0.03% No change 12,568 $775K
Buck Wealth Strategies, LLC 0.10% New 12,547 $773K
HSBC Holdings PLC 0.00% Reduce -99.0% 12,486 $770K
Advisory Services Network, LLC 0.01% Reduce -13.0% 12,440 $767K
Heritage Wealth Advisors 0.03% No change 12,368 $762K
Regal Investment Advisors LLC 0.04% Reduce -2.3% 11,748 $724K
Boreal Capital Management LLC 0.70% No change 11,695 $721K
CX Institutional 0.02% Add +494.6% 11,607 $715K
O'shaughnessy Asset Management, LLC 0.00% Reduce -3.1% 11,399 $703K
HighPoint Advisor Group LLC 0.03% Reduce -4.1% 11,175 $689K
Cary Street Partners Financial LLC 0.02% Add +27.4% 11,169 $688K
Asempa Wealth Advisors 0.60% Reduce -12.2% 11,038 $686K
Great Valley Advisor Group, Inc. 0.01% Add +63.8% 11,083 $683K
D.A. Davidson & Co. 0.00% Add +86.9% 10,933 $674K
Apollon Wealth Management, LLC 0.01% Reduce -21.0% 10,725 $661K
Cwm, LLC 0.00% Reduce -36.0% 10,657 $657K
CIBC Bancorp USA Inc. 0.00% — 10,477 $646K
Valor Advisors LLC 0.54% No change 9,875 $643K
Independent Advisor Alliance 0.01% Add +157.9% 10,399 $641K
Wesbanco Bank Inc. 0.02% No change 10,385 $640K
Waterloo Capital, L.P. 0.04% Add +0.3% 10,379 $640K
Avior Wealth Management, LLC 0.02% New 10,190 $628K
Prime Capital Investment Advisors, LLC 0.01% Add +5.3% 10,090 $622K
Oppenheimer & Co. Inc. 0.01% Reduce -0.3% 10,076 $621K
Sachetta, LLC 0.34% Add +0.3% 10,075 $621K
CFM Wealth Partners LLC 0.09% No change 10,060 $620K
Oxford Financial Group, LTD. LLC 0.03% No change 10,055 $620K
Montag A & Associates Inc. 0.03% No change 10,000 $616K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.1% 9,955 $614K
American State Bank (Iowa) 0.29% No change 9,915 $611K
Geneos Wealth Management Inc. 0.01% Reduce -5.5% 9,755 $601K
Stephens Inc. 0.01% Add +14.7% 9,659 $595K
Carnegie Investment Counsel 0.01% Reduce -3.9% 9,570 $590K
Mutual Advisors, LLC 0.01% Reduce -18.6% 9,527 $587K
Symphony Financial Services, Inc. 0.30% Add +0.1% 9,495 $585K
Coastal Bridge Advisors, LLC 0.04% Reduce -14.9% 9,415 $580K
Patriot Investment Management Group, Inc. 0.04% Add +0.0% 9,404 $580K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -0.3% 9,320 $574K
Moors & Cabot, Inc. 0.02% Add +5.2% 9,306 $574K
Black Swift Group, LLC 0.10% Add +9.2% 9,175 $566K
First Citizens Bank & Trust Co. 0.01% No change 9,175 $566K
Finley Financial, LLC 0.26% Reduce -12.7% 9,125 $562K
Acropolis Investment Management, LLC 0.02% No change 9,070 $559K
Wealthspire Retirement, LLC 0.03% Reduce -11.7% 9,000 $555K
Cozad Asset Management Inc. 0.04% No change 8,981 $554K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -31.7% 8,945 $551K
Snowden Capital Advisors LLC 0.01% Add +46.1% 8,882 $547K
Caprock Group, LLC 0.01% No change 8,800 $542K
Planning Directions Inc. 0.27% Reduce -12.1% 8,792 $542K
Daymark Wealth Partners, LLC 0.02% Add +0.0% 8,752 $539K
Wealthspire Advisors, LLC 0.00% Add +12.8% 8,618 $531K
Owen LaRue, LLC 0.20% Add +52.3% 8,430 $520K
Mill Creek Capital Advisors, LLC 0.01% No change 8,250 $509K
Indie Asset Partners, LLC 0.58% Reduce -22.3% 8,206 $506K
Focused Alpha, LLC 0.16% Add +84.3% 8,196 $505K
Fifth Third Bancorp 0.00% New 8,030 $495K
McIlrath & Eck, LLC 0.04% New 7,957 $490K
Brookwood Investment Group LLC 0.06% Add +7.9% 7,941 $489K
Harbor Investment Advisory, LLC 0.04% No change 7,835 $483K
AQR Capital Management 0.00% Add +3.3% 7,785 $480K
Sage Capital Management, LLC 0.22% Add +0.3% 7,749 $478K
Aptus Capital Advisors, LLC 0.00% Add +0.5% 7,737 $477K
Baker Avenue Asset Management, LP 0.01% Reduce -1.9% 7,720 $476K
Whittier Trust Co. of Nevada Inc. 0.01% No change 7,625 $469K
Retirement Planning Group, LLC 0.01% Reduce -8.6% 7,489 $462K
Merit Financial Group, LLC 0.00% Add +0.5% 7,485 $461K
Point72 Asset Management 0.00% New 7,469 $460K
EP Wealth Advisors, LLC 0.00% Reduce -10.5% 7,406 $457K
Armor Investment Advisors, LLC 0.16% Add +13.8% 7,379 $455K
Moment Partners, LLC 0.08% No change 7,375 $455K
Perigon Wealth Management, LLC 0.01% Add +0.1% 7,370 $454K
Archer Investment Corp 0.10% Add +0.0% 7,370 $454K
Advisor Resource Council 0.18% New 7,352 $453K
CreativeOne Wealth, LLC 0.01% Reduce -34.6% 7,319 $451K
Procyon Advisors, LLC 0.02% Add +16.0% 7,250 $447K
Arax Advisory Partners 0.01% Add +2.1% 7,101 $438K
Ancora Advisors LLC 0.01% No change 7,071 $436K
Alterna Wealth Management, Inc. 0.33% No change 7,055 $435K
Jacobs Equity LLC 0.39% Reduce -13.1% 7,035 $434K
American Financial Advisors, LLC 0.06% Add +0.2% 6,956 $429K
MRA Advisory Group 0.17% Add +0.1% 6,931 $427K
Sax Wealth Advisors, LLC 0.02% No change 6,505 $423K
Weaver Consulting Group 0.10% Add +0.0% 6,838 $421K
Manchester Capital Management LLC 0.06% No change 6,779 $418K
Allworth Financial LP 0.00% Reduce -0.5% 6,727 $415K
Ameriflex Group, Inc. 0.21% Reduce -4.8% 6,689 $412K
Strategic Advocates LLC 1.79% Reduce -5.4% 6,569 $405K
Athena Investment Management 0.21% No change 6,546 $403K
Ieq Capital, LLC 0.00% Reduce -5.8% 6,516 $402K
Badgley Phelps Wealth Managers, LLC 0.01% Add +17.8% 6,508 $401K
Kelsey Financial, LLC 0.35% No change 6,500 $401K
TSG Advice Partners, LLC 0.06% Reduce -3.6% 6,498 $401K
Rollins Financial Advisors, LLC 0.06% Reduce -13.7% 6,484 $400K
Jane Street Group, LLC 0.00% New 6,389 $394K
Millennium Capital Advisors, LLC 0.24% No change 6,200 $382K
Counterweight Ventures, LLC 0.21% Reduce -5.4% 6,154 $379K
First Heartland Consultants, Inc. 0.03% Add +0.2% 6,106 $376K
North Star Investment Management Corp. 0.02% No change 6,105 $376K
Palisades Hudson Asset Management, L.P. 0.15% Reduce -0.9% 6,067 $374K
Advisors Management Group Inc. 0.07% No change 6,076 $374K
Garrison Point Advisors, LLC 0.17% Add +0.0% 6,006 $370K
Visionary Wealth Advisors 0.02% No change 5,932 $366K
Summit Wealth Group LLC / Co. 0.04% New 5,858 $361K
First United Bank & Trust 0.12% Reduce -2.9% 5,825 $359K
Ignite Planners, LLC 0.06% Add +0.1% 5,793 $357K
Meridian Wealth Management, LLC 0.01% Add +0.1% 5,782 $356K
Atlantic Union Bankshares Corp 0.01% Reduce -3.7% 5,740 $354K
Baird Financial Group, Inc. 0.00% Add +0.7% 5,662 $349K
Evergreen Capital Management LLC 0.01% Reduce -44.9% 5,652 $348K
Clifford Swan Investment Counsel LLC 0.01% No change 5,647 $348K
Larson Financial Group LLC 0.01% Add +252.2% 5,614 $346K
Summit Financial, LLC 0.00% Reduce -4.5% 5,609 $346K
Harbour Investments, Inc. 0.01% Reduce -37.8% 5,503 $339K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 5,500 $339K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -38.6% 5,454 $336K
Colorado Capital Management, Inc. 0.13% No change 5,455 $336K
Capital Investment Advisory Services, LLC 0.02% Add +0.3% 5,442 $335K
Principle Wealth Partners LLC 0.02% No change 5,435 $335K
August Group Capital Ltd 0.39% Reduce -22.4% 5,429 $335K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1518.3% 5,405 $333K
TPG Advisors LLC 0.21% No change 5,375 $331K
Arrowroot Family Office, LLC 0.11% Reduce -0.9% 5,359 $330K
Focus Financial Network, Inc. 0.01% Reduce -8.8% 5,327 $328K
HB Wealth Management, LLC 0.00% Reduce -2.8% 5,318 $328K
Stratos Investment Management, LLC 0.01% Add +14.7% 5,237 $323K
Flputnam Investment Management Co. 0.00% No change 5,219 $322K
PFG Advisors 0.02% Reduce -1.1% 5,217 $322K
Bailard, Inc. 0.01% No change 5,150 $317K
Christensen, King & Associates Investment Services, Inc. 0.14% No change 5,111 $315K
Principal Securities, Inc. 0.00% Reduce -3.0% 5,072 $313K
XTX Topco Ltd 0.01% Add +17.5% 5,055 $312K
Key Client Fiduciary Advisors, LLC 0.11% Reduce -0.4% 5,051 $311K
Meridian Management Co. 0.08% No change 5,000 $308K
Roof Eidam Maycock Peralta, LLC 0.07% No change 5,000 $308K
Spire Wealth Management 0.01% Add +0.0% 4,937 $304K
Summit Wealth Group, LLC 0.07% Reduce -7.7% 4,902 $302K
PW Nova Financial Services LLC 0.08% Add +24.2% 4,900 $302K
Level Four Advisory Services, LLC 0.01% Add +39.8% 4,888 $301K
Pingora Partners LLC 0.18% Reduce -13.1% 4,886 $301K
Graves Light Lenhart Wealth, Inc. 0.03% No change 4,879 $301K
Rwa Wealth Partners, LLC 0.00% Reduce -39.6% 4,877 $301K
Midwest Trust Co 0.00% No change 4,875 $300K
Chicago Partners Investment Group LLC 0.01% Add +0.2% 4,846 $299K
LJI Wealth Management, LLC 0.05% No change 4,849 $299K
Redwood Financial Network Corp 0.20% Add +7.3% 4,830 $298K
GTS Securities LLC 0.01% New 4,822 $297K
Courier Capital LLC 0.02% Add +1.8% 4,811 $297K
Qube Research & Technologies Ltd 0.00% Add +11354.8% 4,811 $297K
KKM Financial LLC 0.05% No change 4,540 $296K
Cardiff Park Advisors, LLC 0.02% Add +47.6% 4,793 $295K
Continuum Wealth Advisors, LLC 0.12% Reduce -24.5% 4,782 $295K
Arbor Investment Advisors, LLC 0.04% Reduce -4.1% 4,780 $295K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -17.3% 4,756 $293K
Ameritas Advisory Services, LLC 0.01% Reduce -23.7% 4,724 $291K
Lazari Capital Management, Inc. 0.10% Reduce -1.9% 4,707 $290K
Medallion Wealth Advisors, LLC 0.09% Reduce -2.1% 4,691 $289K
Milestones Private Investment Advisors LLC 0.25% Reduce -5.1% 4,679 $288K
Sequoia Financial Advisors, LLC 0.00% Reduce -8.2% 4,669 $288K
Allstate Corp. 0.00% No change 4,624 $285K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 4,580 $282K
Stronghold Wealth Management L.L.C. 0.42% No change 4,541 $280K
Sei Investments Co. 0.00% New 4,511 $278K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -7.8% 4,440 $274K
Pinnacle Financial Partners, Inc. 0.00% Add +9.7% 4,437 $274K
Modera Wealth Management, LLC 0.00% No change 4,434 $273K
Clearstead Advisors, LLC 0.00% Add +9.6% 4,428 $273K
Two Sigma Securities, LLC 0.03% New 4,401 $271K
Sharper & Granite LLC 0.09% No change 4,375 $270K
Gotham Asset Management 0.00% New 4,307 $265K
Caldwell Sutter Capital, Inc. 0.11% No change 4,265 $263K
Legacy Advisors, LLC 0.03% No change 4,250 $262K
Blackston Financial Advisory Group, LLC 0.16% Reduce -4.4% 4,230 $261K
Certuity, LLC 0.02% No change 4,215 $260K
Insigneo Advisory Services, LLC 0.02% No change 4,201 $259K
Gryphon Financial Partners LLC 0.03% No change 4,193 $258K
First Merchants Corp. 0.01% No change 4,169 $257K
Keel Point, LLC 0.02% No change 4,147 $256K
IHT Wealth Management, LLC 0.01% Add +10.2% 4,136 $255K
Whitener Capital Management, Inc. 0.06% Add +2.1% 4,134 $255K
Sunburst Financial Group, LLC 0.05% Add +2.2% 4,126 $254K
BlackRock, Inc. 0.00% Add +4.9% 4,122 $254K
Fisher Asset Management 0.00% New 4,116 $254K
Fort Sheridan Advisors LLC 0.03% No change 4,060 $250K
Parallel Advisors, LLC 0.00% Add +15.2% 4,013 $247K
Karnit Road Accident Victims Compensation Fund 0.14% No change 4,000 $247K
Sonata Capital Group Inc. 0.09% No change 4,000 $247K
LCNB Corp. 0.08% No change 4,000 $247K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 3,950 $243K
Trillium Asset Management, LLC 0.01% No change 3,940 $243K
GM Advisory Group, LLC 0.01% Add +16.9% 3,942 $243K
Endeavor Private Wealth, Inc. 0.07% Add +0.0% 3,919 $242K
Savant Capital, LLC 0.00% New 3,870 $239K
Joseph P. Lucia & Associates, LLC 0.09% No change 3,870 $239K
JFS Wealth Advisors, LLC 0.01% No change 3,815 $235K
Arrien Investments, Inc. 0.13% Reduce -2.3% 3,812 $235K
Harbour Trust & Investment Management Co 0.02% No change 3,750 $231K
Narwhal Capital Management 0.02% No change 3,750 $231K
AlphaCore Capital LLC 0.01% Reduce -6.3% 3,709 $229K
Kaydan Wealth Management, Inc. 0.08% No change 3,681 $227K
Csenge Advisory Group 0.01% Reduce -5.4% 3,658 $225K
KCM Investment Advisors LLC 0.01% No change 3,650 $225K
Keystone Wealth Services, LLC 0.05% No change 3,645 $225K
Round Rock Advisors LLC 0.03% No change 3,641 $224K
Atlas Brown,Inc. 0.07% Add +0.3% 3,628 $224K
Guidance Point Advisors, LLC 0.05% Reduce -13.2% 3,623 $223K
Ridge Creek Global, Inc 0.19% Reduce -5.9% 3,615 $223K
Apollon Financial, LLC 0.03% No change 3,600 $222K
One Wealth Map LLC 0.11% New 3,622 $221K
Boston Partners 0.00% Add +11.0% 3,589 $221K
StoneX Group Inc. 0.01% Reduce -8.2% 3,591 $220K
PFG Investments, LLC 0.01% Add +1.1% 3,519 $217K
Smith Salley Wealth Management 0.01% No change 3,510 $216K
AMG National Trust Bank 0.00% No change 3,505 $216K
Collaborative Wealth Managment Inc. 0.10% No change 3,470 $214K
Patten & Patten Inc. 0.01% No change 3,400 $210K
Pavion Blue Capital, LLC 0.09% Reduce -5.6% 3,350 $206K
Harvest Investment Services, LLC 0.04% Reduce -39.0% 3,344 $206K
Plante Moran Financial Advisors, LLC 0.01% No change 3,335 $206K
Bedel Financial Consulting, Inc. 0.02% No change 3,327 $205K
Pitcairn Wealth Advisors LLC 0.02% No change 3,150 $205K
Cornerstone Wealth Management, LLC 0.01% Reduce -28.6% 3,318 $205K
Kingsview Wealth Management, LLC 0.00% Add +2.2% 3,317 $204K
Benjamin Edwards Inc. 0.00% Add +0.5% 3,264 $201K
Sanchez Gaunt Capital Management, LLC 0.13% — 3,260 $201K
Clare Market Investments LLC 0.04% — 3,250 $200K
Russell Investments Group, Ltd. 0.00% Reduce -0.5% 3,250 $200K
Compound Planning, Inc. 0.01% New 3,245 $200K
Caldwell Trust Co 0.01% No change 2,720 $168K
AE Wealth Management LLC 0.00% Reduce -97.4% 2,388 $147K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 2,375 $146K
Sage Mountain Advisors LLC 0.01% No change 2,300 $142K
Centaurus Financial, Inc. 0.01% Reduce -69.6% 2,160 $133K
Front Row Advisors LLC 0.04% No change 2,152 $133K
BigSur Wealth Management LLC 0.03% No change 2,000 $123K
International Assets Investment Management, LLC 0.01% Add +1.0% 1,945 $121K
Accordant Advisory Group Inc 0.07% No change 1,940 $120K
CDKV Holdings LLC 0.10% Add +2.1% 1,928 $119K
Sound Income Strategies, LLC 0.01% No change 1,898 $118K
Key Financial Inc 0.02% Add +0.2% 1,861 $115K
Citigroup Inc. 0.00% Add +60033.3% 1,804 $111K
Salem Investment Counselors Inc. 0.00% New 1,750 $108K
Westfuller Advisors, LLC 0.05% Reduce -26.4% 1,727 $106K
Bessemer Group Inc. 0.00% No change 1,685 $104K
Franklin Resources Inc. 0.00% No change 1,675 $103K
MTM Investment Management, LLC 0.03% No change 1,625 $100K
Wilmington Savings Fund Society, FSB 0.00% No change 1,620 $100K
AdvisorNet Financial, Inc 0.00% No change 1,480 $91K
Creative Financial Designs Inc. 0.01% Reduce -56.3% 1,397 $86K
Pension & Wealth Management Advisors, Inc. 0.02% No change 1,350 $83K
CENTRAL TRUST Co 0.00% Add +37.4% 1,285 $79K
Lanark Financial, Inc. 0.01% No change 1,266 $78K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,250 $77K
N.E.W. Advisory Services LLC 0.01% Reduce -6.3% 1,181 $73K
NFSG Corp 0.01% Add +10.0% 1,100 $68K
CVA Family Office, LLC 0.01% No change 1,035 $64K
Davis Capital Management 0.04% No change 1,000 $62K
Realta Investment Advisors 0.02% No change 1,000 $62K
Triumph Capital Management 0.01% No change 1,000 $62K
Simplex Trading, LLC 0.00% Add +129.9% 991 $61K
Ashton Thomas Private Wealth, LLC 0.00% New 986 $61K
Missouri Trust & Investment Co 0.02% Add +227.3% 900 $55K
HHM Wealth Advisors, LLC 0.01% No change 890 $55K
Basepoint Wealth LLC 0.03% Add +0.3% 879 $54K
First Horizon Corp. 0.00% No change 870 $54K
Frazier Financial Advisors, LLC 0.03% No change 807 $50K
Strategic Investment Solutions, Inc. 0.01% Add +0.3% 807 $50K
2UniFi Bank 0.02% Add +60.0% 800 $49K
Entrust Financial LLC 0.03% Add +0.1% 770 $47K
New Republic Capital, LLC 0.02% Reduce -52.5% 766 $47K
Family Manage LLC 0.01% No change 750 $46K
EverSource Wealth Advisors, LLC 0.00% Reduce -0.1% 725 $45K
Signature Equity Partners, LLC 0.02% Add +0.3% 720 $44K
Assetmark, Inc. 0.00% No change 709 $44K
Tidemark, LLC 0.01% No change 705 $43K
Flagship Wealth Advisors, LLC 0.02% No change 750 $42K
LRI Investments, LLC 0.00% No change 675 $42K
Duncker Streett & Co. Inc. 0.01% Add +22.8% 658 $41K
Signaturefd, LLC 0.00% No change 648 $40K
SJS Investment Consulting Inc. 0.00% No change 615 $38K
Hazlett, Burt & Watson, Inc. 0.01% No change 585 $36K
Brown Brothers Harriman & Co. 0.00% No change 570 $35K
Evermay Wealth Management LLC 0.00% Add +69.7% 560 $35K
Old Second National Bank of Aurora 0.01% No change 545 $34K
Financial Perspectives, Inc 0.01% Add +0.4% 528 $33K
Murphy & Mullick Capital Management Corp 0.02% Add +0.2% 517 $32K
Tsfg, LLC 0.00% No change 500 $31K
Bellevue Asset Management, LLC 0.02% No change 500 $31K
Truvestments Capital LLC 0.01% No change 500 $31K
Purpose Unlimited Inc. 0.00% New 490 $30K
Mather Group, Llc. 0.00% New 455 $28K
Beutel, Goodman & Co Ltd. 0.00% No change 460 $28K
Quadrant Capital Group LLC 0.00% No change 450 $28K
Hilltop National Bank 0.01% No change 425 $26K
Wellington-Altus USA Inc. 0.01% No change 363 $24K
Steigerwald, Gordon & Koch Inc. 0.00% No change 385 $24K
VSM Wealth Advisory, LLC 0.01% No change 380 $23K
Cherry Tree Wealth Management, LLC 0.00% No change 375 $23K
Vision Retirement, LLC 0.01% Reduce -43.5% 355 $22K
Fairscale Capital, LLC 0.01% No change 339 $21K
GGM Financial LLC 0.01% Add +0.3% 321 $20K
HighMark Wealth Management LLC 0.01% Add +0.3% 307 $19K
Synergy Investment Management, LLC 0.01% New 304 $19K
Westside Investment Management, Inc. 0.00% Add +20.0% 300 $18K
Centennial Bank 0.01% No change 299 $18K
Arlington Trust Co LLC 0.00% New 280 $17K
Independence Bank of Kentucky 0.00% No change 270 $17K
Hartford Financial Management Inc. 0.00% No change 255 $16K
BankChampaign, National Association 0.02% Reduce -27.8% 252 $16K
Aberdeen Wealth Management LLC 0.01% No change 250 $15K
Country Trust Bank 0.00% No change 250 $15K
KERR FINANCIAL PLANNING Corp 0.01% Add +0.8% 254 $15K
Cranbrook Wealth Management, LLC 0.00% No change 243 $15K
Tompkins Financial Corp. 0.00% New 220 $14K
SHP Wealth Management 0.00% No change 215 $13K
Destiny Wealth Partners, LLC 0.00% New 200 $12K
Glenmede Trust Co. NA 0.00% Reduce -20.0% 200 $12K
Blue Trust, Inc. 0.00% New 175 $11K
Pacifica Partners Inc. 0.00% No change 160 $10K
Miller Capital Partners, Inc. 0.00% No change 150 $9K
Rothschild Investment LLC 0.00% No change 150 $9K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +0.7% 142 $9K
Access Investment Management LLC 0.00% No change 125 $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
FAS Wealth Partners, Inc. 0.00% No change 108 $7K
Nova Wealth Management, Inc. 0.00% No change 100 $6K
Register Financial Advisors LLC 0.00% No change 100 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $6K
Capital Analysts, LLC 0.00% New 77 $5K
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
BNP Paribas Financial Markets 0.00% Reduce -99.9% 65 $4K
TD Capital Management LLC 0.00% Reduce -71.7% 64 $4K
Nalls Sherbakoff Group, LLC 0.00% No change 60 $4K
Mascoma Wealth Management LLC 0.00% No change 55 $3K
Anchor Investment Management, LLC 0.00% Add +2.0% 52 $3K
PlanVest Financial, Inc 0.00% — 51 $3K
Golden State Wealth Management, LLC 0.00% Reduce -62.5% 48 $3K
Dunhill Financial, LLC 0.00% Add +11.1% 30 $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 $740
Curio Wealth, LLC 0.00% No change 5 $312
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 2 $123
Glassman Wealth Services 0.00% No change 2 $123
Retirement Wealth Solutions LLC 0.00% No change 1 $83

"% 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.