iShares U.S. Healthcare ETFIYHETF

13F holders, Q2 2026 (June 30)
534holders +17
54new positions
35sold out
6famous investors
$67.06avg. 13F price*

At the end of Q2 2026, 534 institutions reported holding iShares U.S. Healthcare ETF (IYH) in their 13F filings, up 17 from Q1 2026. 54 opened new positions and 35 sold out. The largest holders were UBS Group AG ($172.7M), Morgan Stanley ($147.7M) and Bank of America Corp. ($102.3M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions54$33.4M
Exits35$79.2M

All 13F filers, Q1 2026 → Q2 2026: 1,420,227 shares bought and 2,126,461 shares sold, net −706,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 534 holders

UBS Group AG 0.03% Add +2.1% 2,577,753 $172.7M
Morgan Stanley 0.01% Reduce -1.1% 2,203,857 $147.7M
Bank of America Corp. 0.01% Reduce -0.1% 1,527,301 $102.3M
LPL Financial LLC 0.02% Add +5.0% 1,482,478 $99.3M
PGIM Custom Harvest LLC 0.89% Reduce -1.3% 1,054,594 $70.7M
Northwestern Mutual Wealth Management Co. 0.04% Add +2.6% 1,029,546 $69.0M
Wells Fargo & Company 0.01% Reduce -12.6% 915,094 $61.3M
Royal Bank of Canada 0.01% Reduce -5.6% 849,727 $56.9M
Raymond James Financial Inc. 0.01% Add +12.6% 756,281 $50.7M
Oakworth Capital, Inc. 1.95% Add +46.1% 609,679 $41.0M
Goldman Sachs Group Inc. 0.00% Reduce -15.0% 590,123 $39.5M
Kestra Advisory Services, LLC 0.09% Reduce -0.2% 420,482 $28.2M
Osaic Holdings, Inc. 0.03% Reduce -0.6% 373,872 $25.1M
Commonwealth Equity Services, LLC 0.03% Reduce -7.8% 322,764 $21.6M
Ameriprise Financial Inc. 0.00% Add +2.4% 278,971 $18.7M
HighTower Advisors, LLC 0.02% Reduce -6.7% 268,677 $18.0M
Jones Financial Companies LLLP 0.01% Add +8.5% 192,084 $13.0M
Cetera Investment Advisers 0.01% Reduce -11.0% 183,420 $12.3M
Park Avenue Securities LLC 0.07% Reduce -6.1% 173,804 $11.6M
JPMorgan Chase & Co. 0.00% Add +21.4% 165,234 $11.2M
Concurrent Investment Advisors, LLC 0.09% Add +10.3% 163,818 $11.0M
Consolidated Capital Management, LLC 2.81% Add +1.7% 157,311 $10.5M
Arkansas Financial Group, Inc. 1.36% Add +20.4% 156,064 $10.5M
Steward Partners Investment Advisory, LLC 0.04% Add +13.9% 126,850 $8.5M
Peapack Gladstone Financial Corp. 0.09% Add +1.2% 119,875 $8.0M
Envestnet Asset Management Inc. 0.00% Reduce -11.5% 116,724 $7.8M
United Capital Financial Advisors, LLC 0.04% Reduce -1.4% 115,423 $7.7M
SP Asset Management LLC 0.55% Reduce -0.0% 102,390 $6.9M
Ninety One SA (Pty) Ltd 0.37% New 102,200 $6.8M
Captrust Financial Advisors 0.01% Add +299.8% 95,379 $6.4M
First Citizens Financial Corp 2.60% Reduce -0.2% 92,717 $6.2M
Zurich Insurance Group Ltd 0.04% Add +204.4% 90,190 $6.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.2% 84,602 $5.7M
Bank of Montreal 0.00% Reduce -6.5% 81,135 $5.4M
Equitable Holdings, Inc. 0.03% Add +5.2% 79,645 $5.3M
Gerald Baker Financial Group LLC 1.52% Add +3.4% 79,533 $5.3M
Forte Asset Management LLC 2.13% Add +17.6% 77,580 $5.2M
Stifel Financial Corp. 0.00% Add +8.4% 77,115 $5.2M
Stillwater Capital Advisors, LLC 0.50% Reduce -0.8% 73,540 $4.9M
Pettyjohn, Wood & White, Inc. 0.70% Reduce -0.9% 71,435 $4.8M
HC Advisors, LLC 2.83% Reduce -3.8% 69,580 $4.7M
Capital Investment Advisors, LLC 0.06% Reduce -1.7% 68,063 $4.6M
Private Advisor Group, LLC 0.02% Reduce -46.9% 64,414 $4.3M
Lighthouse Financial LLC 2.19% Reduce -0.3% 63,024 $4.2M
Truist Financial Corp. 0.00% Reduce -22.3% 56,535 $3.8M
MML Investors Services, LLC 0.01% Add +15.9% 55,543 $3.7M
Sowa Financial Group, Inc. 1.72% Reduce -4.2% 55,039 $3.7M
National Philanthropic Trust 0.05% Add +2.4% 54,427 $3.6M
Sanctuary Advisors, LLC 0.02% Add +0.2% 53,838 $3.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.2% 52,744 $3.6M
Susquehanna International Group, LLP 0.00% Add +223.7% 53,412 $3.6M
FMR LLC 0.00% Add +16.3% 53,041 $3.6M
Thrivent Financial for Lutherans 0.01% Reduce -4.5% 52,020 $3.5M
National Bank of Canada 0.00% Reduce -7.0% 50,890 $3.4M
Creative Planning 0.00% Reduce -0.7% 50,058 $3.4M
Manufacturers Life Insurance Company, The 0.00% New 49,200 $3.3M
PNC Financial Services Group, Inc. 0.00% Reduce -4.1% 47,015 $3.2M
Rainey & Randall Wealth Advisors Inc. 0.44% Reduce -1.4% 46,017 $3.1M
Ethos Financial Group, LLC 0.20% Reduce -1.6% 45,001 $3.0M
Mine & Arao Wealth Creation & Management, LLC. 1.08% Add +2.4% 44,401 $3.0M
J.W. Cole Advisors, Inc. 0.05% New 42,844 $2.9M
Marshall Wace, LLP 0.00% New 42,584 $2.9M
LOM Asset Management Ltd 0.73% Add +1.5% 42,439 $2.8M
Smartleaf Asset Management LLC 0.09% No change 41,095 $2.8M
Conservest Capital Advisors, Inc. 0.22% Add +0.3% 40,897 $2.7M
Simplicity Wealth,LLC 0.09% New 39,866 $2.7M
Laurel Wealth Advisors LLC 0.25% Add +0.3% 38,497 $2.6M
Money Concepts Capital Corp. 0.12% Add +0.8% 37,430 $2.5M
CreativeOne Wealth, LLC 0.05% Add +391.1% 35,947 $2.4M
Citadel Advisors 0.00% Reduce -6.1% 35,075 $2.4M
Janney Montgomery Scott LLC 0.00% Add +3.5% 34,750 $2.3M
Gladstone Institutional Advisory LLC 0.07% Add +0.8% 34,361 $2.3M
Essex LLC 0.35% Reduce -2.8% 34,140 $2.3M
Arax Advisory Partners 0.01% Add +373.6% 33,629 $2.3M
Empirical Asset Management, LLC 0.51% Reduce -5.6% 33,476 $2.2M
NWF Advisory Services Inc. 0.20% Reduce -0.4% 32,437 $2.2M
Quest 10 Wealth Builders, Inc. 1.65% Reduce -1.6% 31,694 $2.1M
Arkadios Wealth Advisors 0.03% Reduce -0.8% 31,113 $2.1M
Independent Financial Group, LLC 0.04% Add +3.8% 29,989 $2.0M
Johnson Investment Counsel Inc. 0.01% Add +2.6% 29,840 $2.0M
Mgo One Seven LLC 0.03% Reduce -20.2% 29,712 $2.0M
Fifth Third Securities, Inc. 0.11% Add +6.6% 29,587 $2.0M
Aua Capital Management, LLC 0.90% Reduce -0.4% 29,093 $1.9M
Audent Global Asset Management, LLC 2.16% Reduce -38.6% 28,844 $1.9M
Corient Private Wealth LP 0.00% Add +5.5% 27,762 $1.9M
Rockefeller Capital Management L.P. 0.00% Add +7.3% 27,592 $1.8M
MMBG Investment Advisors Co. 0.15% No change 27,470 $1.8M
Cibc World Market Inc. 0.00% Reduce -1.4% 27,014 $1.8M
NewEdge Advisors, LLC 0.01% Add +3.3% 26,480 $1.8M
Corrado Advisors, LLC 0.81% Add +1.9% 26,382 $1.8M
DAVENPORT & Co LLC 0.01% Reduce -0.8% 26,354 $1.8M
&partners 0.01% Reduce -1.9% 25,697 $1.7M
US Bancorp \de 0.00% Add +8.2% 24,895 $1.7M
Pathstone Holdings, LLC 0.00% Add +51.6% 24,268 $1.6M
Northern Trust Corp. 0.00% Add +8.8% 24,146 $1.6M
TD Waterhouse Canada Inc. 0.00% Reduce -2.2% 23,911 $1.6M
Commerce Bank 0.01% Reduce -1.6% 23,592 $1.6M
Virtue Capital Management, LLC 0.21% Reduce -8.1% 23,458 $1.6M
Merkkuri Wealth Advisors LLC 0.96% Add +26.3% 23,126 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -8.1% 23,087 $1.5M
Focus Partners Wealth 0.00% Add +32.8% 22,802 $1.5M
Valmark Advisers, Inc. 0.02% Reduce -0.7% 22,724 $1.5M
Sankala Group LLC 1.01% Add +16.9% 21,008 $1.5M
Mariner, LLC 0.00% Reduce -57.3% 22,070 $1.5M
Kovack Advisors, Inc. 0.07% Add +0.3% 21,917 $1.5M
Lido Advisors, LLC 0.01% Reduce -28.6% 21,998 $1.5M
Quantinno Capital Management LP 0.00% Reduce -2.1% 21,642 $1.5M
Y-Intercept (Hong Kong) Ltd 0.03% New 21,401 $1.4M
Simmons Bank 0.08% No change 21,060 $1.4M
Sigma Planning Corp 0.04% Reduce -7.7% 21,015 $1.4M
Kennicott Capital Management LLC 0.65% No change 20,910 $1.4M
Kestra Private Wealth Services, LLC 0.01% Reduce -8.6% 20,248 $1.4M
Prospera Financial Services Inc 0.02% Add +7.3% 20,070 $1.3M
Adams Wealth Management 0.25% Reduce -1.6% 19,830 $1.3M
CacheTech Inc. 0.22% Reduce -1.6% 19,830 $1.3M
Scotia Capital Inc. 0.00% No change 19,614 $1.3M
Tudor Investment Corporation 0.01% New 19,196 $1.3M
Banque Pictet & Cie SA 0.01% No change 19,088 $1.3M
Citizens Financial Group Inc. 0.02% Add +0.1% 18,993 $1.3M
Smith, Moore & Co. 0.08% Reduce -0.7% 18,620 $1.2M
MAI Capital Management 0.00% Add +9.3% 18,363 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -0.9% 18,280 $1.2M
Lakeshore Capital Group, Inc. 0.90% Reduce -0.3% 18,139 $1.2M
GFS Advisors, LLC 0.12% Reduce -86.9% 2,800 $1.2M
VestGen Advisors, LLC 0.03% Reduce -2.6% 17,426 $1.2M
Pinnacle Associates Ltd. 0.01% Add +1.9% 17,392 $1.2M
WCG Wealth Advisors LLC 0.03% Reduce -1.0% 17,376 $1.2M
Apella Capital, LLC 0.02% No change 16,709 $1.2M
IFG Advisory, LLC 0.04% New 16,976 $1.1M
NorthRock Partners, LLC 0.02% Reduce -0.8% 16,833 $1.1M
Liberty Wealth Management LLC 0.14% No change 18,161 $1.1M
Asset One Wealth Management LLC 0.12% Add +5.8% 16,533 $1.1M
KMG Fiduciary Partners, LLC 0.10% Reduce -2.6% 16,345 $1.1M
Cresset Asset Management, LLC 0.00% Add +26.4% 16,317 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -12.4% 16,078 $1.1M
Sovran Advisors, LLC 0.08% Add +0.7% 15,279 $1.1M
My Personal CFO, LLC 0.42% Reduce -11.1% 16,000 $1.1M
Silvia McColl Wealth Management, LLC 0.64% No change 15,800 $1.1M
Wesbanco Bank Inc. 0.03% Add +50.5% 15,625 $1.0M
Cerity Partners LLC 0.00% Reduce -20.9% 15,416 $1.0M
Allen Investment Management, LLC 0.01% No change 15,039 $1.0M
Blair William & Co. 0.00% Add +12.0% 15,040 $1.0M
Aft, Forsyth & Company, Inc. 0.48% Reduce -2.6% 15,024 $1.0M
Worth Financial Advisory Group, LLC 0.42% New 15,002 $1.0M
Renaissance Technologies 0.00% New 14,900 $998K
SOA Wealth Advisors, LLC. 0.17% Reduce -3.1% 14,870 $996K
Glass Jacobson Investment Advisors llc 0.31% Reduce -6.7% 14,863 $996K
IFP Advisors, Inc 0.02% Add +0.7% 14,566 $976K
Indivisible Partners 0.06% Add +4.5% 14,539 $974K
Bartlett & Co. Wealth Management LLC 0.01% No change 14,539 $974K
Haverford Trust Co 0.01% No change 14,410 $966K
Glenview Trust Co 0.01% Reduce -5.1% 14,393 $964K
Brown Advisory Inc. 0.00% Reduce -6.9% 14,065 $942K
Oxinas Partners, LLC 0.37% Reduce -3.5% 13,980 $937K
Royal Fund Management, LLC 0.08% Reduce -12.3% 13,806 $925K
TritonPoint Partners, LLC 0.08% New 13,794 $924K
Climber Capital SA 0.56% Add +20.4% 19,064 $917K
Claro Advisors Inc. 0.10% Add +5.4% 13,643 $914K
Tritonpoint Wealth, LLC 0.09% No change 13,625 $913K
Moneta Group Investment Advisors LLC 0.01% Add +0.0% 13,519 $906K
High Point Wealth Management, LLC 0.75% Reduce -2.9% 13,414 $899K
Focused Alpha, LLC 0.23% Add +61.0% 13,196 $884K
Bond & Devick Financial Network, Inc. 0.22% No change 13,188 $884K
Bellwether Advisors, LLC 0.13% No change 13,169 $882K
V2 Financial group LLC 0.32% No change 13,000 $871K
Cary Street Partners Financial LLC 0.02% Add +15.6% 12,909 $865K
Advisory Services Network, LLC 0.01% Add +2.2% 12,717 $852K
Federation des caisses Desjardins du Quebec 0.00% Reduce -11.9% 12,708 $852K
Choreo, LLC 0.01% Reduce -1.5% 12,652 $848K
Laurel Oak Wealth Management, LLC 0.12% Reduce -0.4% 12,596 $844K
Sowell Financial Services LLC 0.03% No change 12,568 $842K
HSBC Holdings PLC 0.00% No change 12,486 $837K
Heritage Wealth Advisors 0.03% No change 12,368 $829K
Wealthspire Advisors, LLC 0.00% Add +43.3% 12,349 $827K
O'shaughnessy Asset Management, LLC 0.00% Add +5.8% 12,060 $808K
Regal Investment Advisors LLC 0.04% Add +0.9% 11,849 $794K
Boreal Capital Management LLC 0.67% No change 11,695 $784K
Farther Finance Advisors, LLC 0.01% Reduce -40.4% 11,628 $780K
Stratos Wealth Partners, LTD. 0.01% Add +15.3% 11,473 $769K
Axxcess Wealth Management, LLC 0.01% New 11,453 $767K
Ameritas Advisory Services, LLC 0.02% Add +136.8% 11,189 $750K
Compass Financial Management LLC 0.09% — 10,924 $744K
Central Valley Advisors, LLC 0.19% Reduce -16.4% 11,085 $743K
Qube Research & Technologies Ltd 0.00% Add +130.3% 11,080 $742K
Sachetta, LLC 0.36% Add +9.5% 11,033 $739K
Asempa Wealth Advisors 0.56% Reduce -0.1% 11,022 $739K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.3% 10,611 $711K
Waterloo Capital, L.P. 0.04% Add +0.2% 10,404 $697K
Owen LaRue, LLC 0.24% Add +20.0% 10,118 $678K
Oppenheimer & Co. Inc. 0.01% Reduce -0.1% 10,062 $674K
HighPoint Advisor Group LLC 0.02% Reduce -10.0% 10,061 $674K
CFM Wealth Partners LLC 0.09% No change 10,060 $674K
Oxford Financial Group, LTD. LLC 0.03% No change 10,055 $674K
Montag A & Associates Inc. 0.03% No change 10,000 $670K
American State Bank (Iowa) 0.27% No change 9,915 $664K
Valor Advisors LLC 0.49% No change 9,875 $662K
Signature Estate & Investment Advisors LLC 0.01% Reduce -93.4% 9,596 $643K
CIBC Bancorp USA Inc. 0.00% Reduce -8.8% 9,550 $640K
Stephens Inc. 0.01% Reduce -2.2% 9,446 $633K
Coastal Bridge Advisors, LLC 0.04% No change 9,415 $631K
Carnegie Investment Counsel 0.01% Reduce -2.1% 9,370 $628K
Ferguson Wellman Capital Management, Inc. 0.01% No change 9,320 $625K
Patriot Investment Management Group, Inc. 0.04% Reduce -0.9% 9,316 $624K
Moors & Cabot, Inc. 0.02% Reduce -0.1% 9,299 $623K
Thomasville National Bank 0.03% — 9,275 $622K
Daymark Wealth Partners, LLC 0.02% Add +5.5% 9,231 $619K
Black Swift Group, LLC 0.09% No change 9,175 $615K
First Citizens Bank & Trust Co. 0.01% No change 9,175 $615K
Symphony Financial Services, Inc. 0.28% Reduce -3.4% 9,170 $614K
Acropolis Investment Management, LLC 0.02% No change 9,070 $608K
Wealthspire Retirement, LLC 0.03% No change 9,000 $603K
Cozad Asset Management Inc. 0.04% No change 8,981 $602K
AQR Capital Management 0.00% Add +14.4% 8,905 $597K
Caprock Group, LLC 0.01% No change 8,800 $590K
Prime Capital Investment Advisors, LLC 0.01% Reduce -14.9% 8,589 $576K
Apollon Wealth Management, LLC 0.01% Reduce -20.4% 8,534 $572K
Retirement Planning Group, LLC 0.01% Add +12.6% 8,432 $565K
Integrated Wealth Concepts LLC 0.00% Reduce -39.2% 8,404 $563K
Snowden Capital Advisors LLC 0.01% Reduce -5.5% 8,393 $562K
Indie Asset Partners, LLC 0.54% Add +1.8% 8,355 $560K
Planning Directions Inc. 0.26% Reduce -5.0% 8,348 $559K
Citigroup Inc. 0.00% Add +356.3% 8,231 $552K
Fifth Third Bancorp 0.00% Add +2.1% 8,203 $550K
Readystate Asset Management LP 0.04% New 8,096 $543K
Finley Financial, LLC 0.22% Reduce -12.1% 8,025 $538K
Rwa Wealth Partners, LLC 0.01% Add +63.4% 7,970 $534K
Navellier & Associates Inc. 0.04% New 7,930 $531K
Principal Securities, Inc. 0.01% Add +55.6% 7,890 $529K
Harbor Investment Advisory, LLC 0.04% No change 7,835 $525K
Sage Capital Management, LLC 0.20% Add +0.3% 7,768 $521K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 7,742 $519K
Brookwood Investment Group LLC 0.06% Reduce -3.3% 7,680 $515K
Merit Financial Group, LLC 0.00% Add +1.2% 7,575 $508K
Mutual Advisors, LLC 0.01% Reduce -21.4% 7,491 $502K
Procyon Advisors, LLC 0.02% Add +3.1% 7,478 $501K
Moment Partners, LLC 0.09% No change 7,375 $494K
Archer Investment Corp 0.09% Add +0.0% 7,371 $494K
Advisor Resource Council 0.16% Reduce -4.8% 7,003 $480K
EP Wealth Advisors, LLC 0.00% Reduce -3.5% 7,145 $479K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -9.8% 6,875 $478K
Perigon Wealth Management, LLC 0.01% Reduce -3.3% 7,129 $478K
Ancora Advisors LLC 0.01% No change 7,071 $474K
Alterna Wealth Management, Inc. 0.27% No change 7,055 $473K
Jacobs Equity LLC 0.33% No change 7,035 $471K
Sei Investments Co. 0.00% Add +55.4% 7,011 $470K
BlackRock, Inc. 0.00% Add +69.5% 6,986 $468K
Baird Financial Group, Inc. 0.00% Add +23.0% 6,965 $467K
MRA Advisory Group 0.17% Add +0.1% 6,935 $465K
Weaver Consulting Group 0.09% No change 6,838 $458K
Manchester Capital Management LLC 0.06% Reduce -1.7% 6,665 $447K
Athena Investment Management 0.26% No change 6,546 $439K
Kelsey Financial, LLC 0.33% No change 6,500 $436K
American Financial Advisors, LLC 0.05% Reduce -7.0% 6,466 $433K
Armor Investment Advisors, LLC 0.14% Reduce -12.4% 6,464 $433K
Ameriflex Group, Inc. 0.18% Reduce -4.2% 6,407 $429K
Counterweight Ventures, LLC 0.21% No change 6,154 $412K
First Heartland Consultants, Inc. 0.03% Add +0.1% 6,113 $410K
North Star Investment Management Corp. 0.02% No change 6,105 $409K
Millennium Capital Advisors, LLC 0.22% Reduce -1.6% 6,100 $409K
Advisors Management Group Inc. 0.07% No change 6,076 $407K
Sax Wealth Advisors, LLC 0.02% Reduce -0.1% 6,497 $400K
Visionary Wealth Advisors 0.02% No change 5,932 $398K
Summit Wealth Group LLC / Co. 0.03% Add +0.3% 5,873 $394K
Allworth Financial LP 0.00% Reduce -13.3% 5,832 $391K
Meridian Wealth Management, LLC 0.01% Add +0.1% 5,785 $388K
Flputnam Investment Management Co. 0.00% Add +7.2% 5,594 $384K
Garrison Point Advisors, LLC 0.15% Reduce -5.0% 5,705 $382K
Palisades Hudson Asset Management, L.P. 0.13% Reduce -6.2% 5,692 $381K
Evergreen Capital Management LLC 0.01% No change 5,652 $379K
Clifford Swan Investment Counsel LLC 0.01% No change 5,647 $378K
Sierra Summit Advisors LLC 0.04% New 5,639 $378K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +23.1% 5,639 $378K
HB Wealth Management, LLC 0.00% Add +5.9% 5,634 $378K
Larson Financial Group LLC 0.01% No change 5,614 $376K
First United Bank & Trust 0.11% Reduce -3.7% 5,612 $376K
Atlantic Union Bankshares Corp 0.01% Reduce -2.6% 5,590 $375K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -15.1% 5,526 $370K
Harbour Investments, Inc. 0.01% Add +0.1% 5,506 $369K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 5,500 $369K
Colorado Capital Management, Inc. 0.12% No change 5,455 $366K
Ieq Capital, LLC 0.00% Reduce -16.2% 5,460 $366K
Principle Wealth Partners LLC 0.02% No change 5,435 $364K
August Group Capital Ltd 0.40% No change 5,429 $364K
Summit Financial, LLC 0.00% Reduce -3.8% 5,396 $362K
TPG Advisors LLC 0.20% No change 5,375 $360K
Arrowroot Family Office, LLC 0.10% No change 5,359 $359K
Savvy Advisors, Inc. 0.01% New 5,322 $357K
Geneos Wealth Management Inc. 0.01% Reduce -46.1% 5,257 $352K
Ignite Planners, LLC 0.05% Reduce -10.1% 5,211 $349K
Bailard, Inc. 0.01% No change 5,150 $345K
Redwood Financial Network Corp 0.19% Add +6.5% 5,144 $345K
Christensen, King & Associates Investment Services, Inc. 0.14% No change 5,111 $343K
Waverly Advisors, LLC 0.00% New 5,061 $339K
PW Nova Financial Services LLC 0.07% Add +2.1% 5,005 $335K
Meridian Management Co. 0.08% No change 5,000 $335K
Roof Eidam Maycock Peralta, LLC 0.07% No change 5,000 $335K
Spire Wealth Management 0.01% Add +0.1% 4,940 $331K
Chicago Partners Investment Group LLC 0.01% Add +0.1% 4,853 $330K
Rollins Financial Advisors, LLC 0.04% Reduce -24.3% 4,908 $329K
Two Sigma Securities, LLC 0.03% Add +10.9% 4,881 $327K
Graves Light Lenhart Wealth, Inc. 0.03% No change 4,879 $327K
Midwest Trust Co 0.00% No change 4,875 $327K
Focus Financial Network, Inc. 0.01% Reduce -8.7% 4,866 $326K
LJI Wealth Management, LLC 0.05% No change 4,849 $325K
Courier Capital LLC 0.02% No change 4,811 $322K
Cardiff Park Advisors, LLC 0.03% Add +0.3% 4,806 $322K
CoreCap Advisors, LLC 0.01% Reduce -83.6% 4,801 $322K
Continuum Wealth Advisors, LLC 0.11% No change 4,782 $320K
Arbor Investment Advisors, LLC 0.04% No change 4,780 $320K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.7% 4,723 $317K
Lazari Capital Management, Inc. 0.10% Reduce -0.0% 4,706 $315K
Sequoia Financial Advisors, LLC 0.00% Add +0.3% 4,681 $314K
Milestones Private Investment Advisors LLC 0.25% No change 4,679 $314K
Summit Wealth Group, LLC 0.06% Reduce -4.9% 4,663 $312K
Level Four Advisory Services, LLC 0.01% Reduce -4.6% 4,663 $312K
Stratos Investment Management, LLC 0.01% Reduce -11.2% 4,653 $312K
Smith Chas P & Associates Pa Cpas 0.02% New 4,653 $312K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -14.7% 4,610 $309K
Whitener Capital Management, Inc. 0.06% Add +10.4% 4,566 $306K
Medallion Wealth Advisors, LLC 0.10% Reduce -3.0% 4,548 $305K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% New 4,545 $305K
KKM Financial LLC 0.04% No change 4,540 $304K
Key Client Fiduciary Advisors, LLC 0.09% Reduce -10.6% 4,515 $303K
Savant Capital, LLC 0.00% Add +16.1% 4,492 $302K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -17.6% 4,496 $301K
Maxele Advisors, LLC 0.21% — 4,493 $301K
D.A. Davidson & Co. 0.00% Reduce -59.1% 4,475 $300K
Stronghold Wealth Management L.L.C. 0.40% Reduce -1.6% 4,466 $299K
Pinnacle Financial Partners, Inc. 0.00% Add +0.6% 4,462 $299K
Focus Partners Advisor Solutions, LLC 0.00% No change 4,440 $298K
Clearstead Advisors, LLC 0.00% No change 4,428 $297K
Sharper & Granite LLC 0.09% No change 4,375 $293K
Capital Investment Advisory Services, LLC 0.02% Reduce -20.8% 4,312 $289K
Gotham Asset Management 0.00% No change 4,307 $289K
Baker Avenue Asset Management, LP 0.01% Reduce -44.3% 4,300 $288K
Caldwell Sutter Capital, Inc. 0.11% No change 4,265 $286K
Legacy Advisors, LLC 0.03% No change 4,250 $285K
Certuity, LLC 0.01% No change 4,215 $282K
Insigneo Advisory Services, LLC 0.01% No change 4,201 $282K
Blackston Financial Advisory Group, LLC 0.16% Reduce -1.2% 4,180 $280K
First Merchants Corp. 0.01% No change 4,169 $279K
Keel Point, LLC 0.02% No change 4,147 $278K
Sunburst Financial Group, LLC 0.05% Add +0.1% 4,128 $277K
Fisher Asset Management 0.00% Add +0.3% 4,127 $277K
Pingora Partners LLC 0.16% Reduce -16.4% 4,086 $274K
Fort Sheridan Advisors LLC 0.03% No change 4,060 $272K
Modera Wealth Management, LLC 0.00% Reduce -9.4% 4,018 $269K
Karnit Road Accident Victims Compensation Fund 0.15% No change 4,000 $268K
Sonata Capital Group Inc. 0.09% No change 4,000 $268K
LCNB Corp. 0.08% No change 4,000 $268K
Trillium Asset Management, LLC 0.01% No change 3,940 $264K
Independent Advisor Alliance 0.01% Reduce -62.2% 3,932 $263K
Endeavor Private Wealth, Inc. 0.06% No change 3,919 $263K
Joseph P. Lucia & Associates, LLC 0.08% No change 3,870 $259K
Strategic Advocates LLC 1.00% Reduce -41.1% 3,866 $259K
Parallel Advisors, LLC 0.00% Reduce -4.9% 3,815 $256K
JFS Wealth Advisors, LLC 0.01% No change 3,815 $256K
Harbour Trust & Investment Management Co 0.02% No change 3,750 $251K
Narwhal Capital Management 0.02% No change 3,750 $251K
International Assets Investment Management, LLC 0.01% Add +88.7% 3,671 $248K
AlphaCore Capital LLC 0.00% Reduce -0.7% 3,684 $247K
Kaydan Wealth Management, Inc. 0.08% No change 3,681 $247K
Argyle Capital Partners, LLC 0.15% New 3,653 $245K
Patten & Patten Inc. 0.01% Add +7.3% 3,650 $245K
KCM Investment Advisors LLC 0.01% No change 3,650 $245K
Round Rock Advisors LLC 0.03% No change 3,641 $244K
Atlas Brown,Inc. 0.07% Add +0.3% 3,637 $244K
Ridge Creek Global, Inc 0.19% No change 3,615 $242K
Apollon Financial, LLC 0.03% No change 3,600 $241K
Csenge Advisory Group 0.01% Reduce -1.8% 3,593 $241K
Boston Partners 0.00% No change 3,589 $240K
PFG Investments, LLC 0.01% No change 3,519 $236K
Smith Salley Wealth Management 0.01% No change 3,510 $235K
Nuveen, LLC 0.00% New 3,505 $235K
Guidance Point Advisors, LLC 0.05% Reduce -4.4% 3,462 $232K
Cornerstone Wealth Management, LLC 0.01% Add +2.6% 3,406 $228K
Kingsview Wealth Management, LLC 0.00% Add +2.6% 3,402 $228K
Benjamin Edwards Inc. 0.00% Add +3.1% 3,364 $225K
Pavion Blue Capital, LLC 0.09% No change 3,350 $224K
Plante Moran Financial Advisors, LLC 0.01% No change 3,335 $223K
Bedel Financial Consulting, Inc. 0.02% No change 3,327 $223K
Pinnacle Wealth Management Advisory Group, LLC 0.01% New 3,292 $221K
Resurgent Financial Advisors LLC 0.06% New 3,266 $219K
Keystone Wealth Services, LLC 0.04% Reduce -10.6% 3,260 $218K
Sanchez Gaunt Capital Management, LLC 0.12% No change 3,260 $218K
Clare Market Investments LLC 0.04% No change 3,250 $218K
Marshall Financial Group, LLC 0.03% New 3,248 $218K
GEM Asset Management, LLC 0.09% New 3,246 $218K
Compound Planning, Inc. 0.01% Reduce -0.0% 3,244 $217K
Samalin Investment Counsel, LLC 0.07% New 3,223 $216K
Collaborative Wealth Managment Inc. 0.09% Reduce -7.8% 3,200 $214K
Western Wealth Management, LLC 0.01% New 3,173 $213K
Almanack Investment Partners, LLC. 0.03% New 3,155 $211K
Pitcairn Wealth Advisors LLC 0.02% No change 3,150 $211K
Park National Corp. 0.01% New 3,150 $211K
Keebeck Wealth Management 0.02% New 3,141 $210K
IHT Wealth Management, LLC 0.00% Reduce -24.7% 3,115 $209K
Valeo Financial Advisors, LLC 0.00% New 3,086 $207K
M&T Bank Corp 0.00% New 3,072 $206K
Unified Investment Management 0.19% New 3,065 $205K
Capital Squared Financial LLC 0.13% New 3,055 $205K
Financial Management Network Inc. 0.03% New 3,000 $203K
Composition Wealth, LLC 0.00% New 3,023 $203K
Semitam Bonam LLC 0.15% New 3,013 $202K
Promethium Advisors,llc 0.10% New 3,000 $201K
Cadent Capital Advisors, LLC 0.04% New 3,000 $201K
BNP Paribas Financial Markets 0.00% Add +4400.0% 2,925 $196K
Russell Investments Group, Ltd. 0.00% Reduce -14.5% 2,779 $186K
Caldwell Trust Co 0.01% No change 2,720 $182K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 2,375 $159K
Sage Mountain Advisors LLC 0.01% No change 2,300 $154K
Centaurus Financial, Inc. 0.01% No change 2,160 $145K
BigSur Wealth Management LLC 0.03% No change 2,000 $134K
Accordant Advisory Group Inc 0.09% No change 1,940 $130K
CDKV Holdings LLC 0.10% No change 1,928 $129K
Key Financial Inc 0.02% Add +0.2% 1,865 $125K
Salem Investment Counselors Inc. 0.00% No change 1,750 $117K
Bessemer Group Inc. 0.00% No change 1,685 $113K
Franklin Resources Inc. 0.00% Reduce -2.1% 1,640 $110K
MTM Investment Management, LLC 0.03% No change 1,625 $109K
Wilmington Savings Fund Society, FSB 0.00% No change 1,620 $109K
Assetmark, Inc. 0.00% Add +108.9% 1,481 $99K
AdvisorNet Financial, Inc 0.00% Add +0.1% 1,481 $99K
Front Row Advisors LLC 0.03% Reduce -37.2% 1,352 $96K
Creative Financial Designs Inc. 0.00% Add +0.2% 1,400 $94K
AE Wealth Management LLC 0.00% Reduce -41.9% 1,388 $93K
Pension & Wealth Management Advisors, Inc. 0.02% No change 1,350 $90K
CENTRAL TRUST Co 0.00% No change 1,285 $86K
Lanark Financial, Inc. 0.01% No change 1,266 $85K
DHJJ Financial Advisors, Ltd. 0.02% No change 1,250 $84K
NBH Bank 0.03% — 1,100 $74K
NFSG Corp 0.01% No change 1,100 $74K
Ashton Thomas Private Wealth, LLC 0.00% Add +11.5% 1,099 $74K
CVA Family Office, LLC 0.01% No change 1,035 $69K
Davis Capital Management 0.04% No change 1,000 $67K
Realta Investment Advisors 0.02% No change 1,000 $67K
Triumph Capital Management 0.01% No change 1,000 $67K
EverSource Wealth Advisors, LLC 0.00% Add +36.0% 986 $66K
Global Retirement Partners, LLC 0.00% — 925 $62K
HHM Wealth Advisors, LLC 0.01% No change 890 $60K
Mather Group, Llc. 0.00% Add +95.4% 889 $60K
Basepoint Wealth LLC 0.03% Add +0.2% 881 $59K
First Horizon Corp. 0.00% No change 870 $58K
Synergy Investment Management, LLC 0.01% Add +173.0% 830 $56K
Strategic Investment Solutions, Inc. 0.01% Add +0.3% 809 $54K
Frazier Financial Advisors, LLC 0.03% No change 807 $54K
Entrust Financial LLC 0.03% Add +0.3% 772 $52K
New Republic Capital, LLC 0.01% No change 766 $51K
Flagship Wealth Advisors, LLC 0.01% No change 750 $50K
Family Manage LLC 0.01% No change 750 $50K
Signature Equity Partners, LLC 0.02% Add +0.3% 722 $48K
Tidemark, LLC 0.01% No change 705 $47K
Fiduciary Financial Advisors 0.00% New 676 $45K
LRI Investments, LLC 0.00% No change 675 $45K
Duncker Streett & Co. Inc. 0.01% No change 658 $44K
Signaturefd, LLC 0.00% No change 648 $43K
Community Financial Services Group, LLC 0.01% New 595 $40K
Hazlett, Burt & Watson, Inc. 0.01% No change 585 $39K
Brown Brothers Harriman & Co. 0.00% No change 570 $38K
Evermay Wealth Management LLC 0.00% No change 560 $38K
Old Second National Bank of Aurora 0.01% No change 545 $37K
Continuum Advisory, LLC 0.00% New 535 $36K
RMG Wealth Management LLC 0.00% New 500 $36K
Financial Perspectives, Inc 0.01% Add +0.2% 529 $35K
Murphy & Mullick Capital Management Corp 0.02% Add +0.2% 518 $35K
Cape Investment Advisory, Inc. 0.01% New 511 $34K
Tsfg, LLC 0.00% No change 500 $34K
N.E.W. Advisory Services LLC 0.00% Reduce -57.1% 506 $34K
LifeSteps Financial, Inc. 0.02% New 500 $34K
Bellevue Asset Management, LLC 0.02% No change 500 $34K
Truvestments Capital LLC 0.01% No change 500 $34K
Purpose Unlimited Inc. 0.00% No change 490 $33K
Westfuller Advisors, LLC 0.01% Reduce -71.3% 495 $33K
Regatta Research & Money Management 0.03% — 490 $33K
Westside Investment Management, Inc. 0.00% Add +50.0% 450 $30K
Beutel, Goodman & Co Ltd. 0.00% No change 460 $30K
Hilltop National Bank 0.01% No change 425 $28K
SHP Wealth Management 0.00% Add +93.0% 415 $28K
Steigerwald, Gordon & Koch Inc. 0.00% No change 385 $26K
VSM Wealth Advisory, LLC 0.01% No change 380 $25K
Cherry Tree Wealth Management, LLC 0.00% No change 375 $25K
Vision Retirement, LLC 0.01% No change 355 $24K
Fairscale Capital, LLC 0.01% No change 339 $23K
Wellington-Altus USA Inc. 0.02% No change 363 $22K
GGM Financial LLC 0.01% Add +0.3% 322 $22K
HighMark Wealth Management LLC 0.01% Add +0.3% 308 $21K
Centennial Bank 0.01% No change 299 $20K
Arlington Trust Co LLC 0.00% No change 280 $19K
TIAA Wealth Investment Management LLC 0.00% New 269 $18K
Independence Bank of Kentucky 0.00% No change 270 $18K
Hartford Financial Management Inc. 0.00% No change 255 $17K
KERR FINANCIAL PLANNING Corp 0.02% Add +0.4% 255 $17K
CX Institutional 0.00% Reduce -97.8% 260 $17K
BankChampaign, National Association 0.01% No change 252 $17K
Country Trust Bank 0.00% No change 250 $17K
Commonwealth Retirement Investments LLC 0.00% New 247 $17K
Tompkins Financial Corp. 0.00% No change 220 $15K
Glenmede Trust Co. NA 0.00% No change 200 $13K
Blue Trust, Inc. 0.00% No change 175 $12K
Pacifica Partners Inc. 0.00% No change 160 $11K
Institute for Wealth Management, LLC. 0.00% New 159 $11K
Miller Capital Partners, Inc. 0.00% No change 150 $10K
Rothschild Investment LLC 0.00% No change 150 $10K
Winthrop Capital Management, LLC 0.00% New 154 $10K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 142 $10K
Physician Wealth Advisors, Inc. 0.00% No change 115 $8K
Asset Dedication, LLC 0.00% No change 115 $8K
SouthState Bank Corp 0.00% No change 115 $8K
FAS Wealth Partners, Inc. 0.00% No change 108 $7K
Register Financial Advisors LLC 0.00% No change 100 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $7K
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
Capital Analysts, LLC 0.00% No change 77 $5K
MCF Advisors LLC 0.00% New 72 $5K
Private Trust Co. NA 0.00% No change 67 $4K
TD Capital Management LLC 0.00% No change 64 $4K
Nalls Sherbakoff Group, LLC 0.00% No change 60 $4K
Key Capital Management, INC 0.00% New 60 $4K
Anchor Investment Management, LLC 0.00% No change 52 $3K
PlanVest Financial, Inc 0.00% Add +2.0% 52 $3K
Silver Oak Securities, Incorporated 0.00% New 51 $3K
Golden State Wealth Management, LLC 0.00% No change 48 $3K
Core Capital Management & Research, inc. 0.00% — 40 $3K
Dunhill Financial, LLC 0.00% Add +36.7% 41 $3K
HM Payson & Co. 0.00% New 25 $2K
SYM FINANCIAL Corp 0.00% No change 25 $2K
Signature Resources Capital Management, LLC 0.00% New 18 $1K
Markowski Investments 0.00% — 12 $812
Gould Capital, LLC 0.00% No change 12 $804
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 2 $134
Glassman Wealth Services 0.00% No change 2 $134
Retirement Wealth Solutions LLC 0.00% No change 1 $90

"% 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.