ISHARES TR IXJ
GLOB HLTHCRE ETF · ETP · CUSIP 464287325
236
institutional holders
29.2m
shares reported held*
$2.2bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($255.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $75.39. Options: 4 managers hold calls ($741.0k notional), 2 hold puts ($217.0k).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $435.0k5.7k shares |
| CITADEL ADVISORS LLC | — | $264.0k3.5k shares |
| Paladin Advisory Group, LLC | — | $41.0k557 shares |
| Cutler Group LLC / CA | — | $1.0k2.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $214.0k2.8k shares |
| Cutler Group LLC / CA | — | $3.0k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.5 pts · filed 2026-10-27 | 24.2% |
| BlackRock Portfolio Management LLC 13G · institution new · filed 2025-02-07 | 10.1% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.04% of their portfolio | 15.0m $1.1bn | — |
| CITIGROUP INC 0.34% of their portfolio | 3.2m $241.6m | — |
| Fisher Asset Management, LLC 0.09% of their portfolio | 1.6m $123.0m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.5m $114.2m | — |
| Federation des caisses Desjardins du Quebec 0.57% of their portfolio | 636.4k $48.0m | — |
| MORGAN STANLEY 0.01% of their portfolio | 553.1k $41.7m | — |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 519.9k $39.2m | — |
| Bank of New York Mellon Corp 0.01% of their portfolio | 495.5k $37.3m | — |
| Money Design Co.,Ltd. 1.29% of their portfolio | 446.4k $33.6m | — |
| FIL Ltd 0.04% of their portfolio | 405.3k $31.0m | — |
| Richard Bernstein Advisors LLC 0.74% of their portfolio | 393.8k $29.7m | — |
| PICTET ASSET MANAGEMENT SA 0.04% of their portfolio | 381.9k $28.8m | — |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 291.2k $21.9m | — |
| UBS Group AG 0.01% of their portfolio | 283.5k $21.4m | — |
| Capricorn Fund Managers Ltd 6.70% of their portfolio | 283.0k $21.3m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 173.6k $13.1m | — |
| BARINGS LLC 0.45% of their portfolio | 149.5k $11.3m | — |
| EATON VANCE MANAGEMENT 0.02% of their portfolio | 139.0k $10.5m | — |
| LPL Financial LLC 0.01% of their portfolio | 113.0k $8.5m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 91.7k $6.9m | — |
| 55I, LLC 0.17% of their portfolio | 81.7k $6.2m | — |
| First International Bank & Trust 2.22% of their portfolio | 78.2k $5.9m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 77.7k $5.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 75.6k $5.7m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 73.6k $5.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 68.6k $5.2m | — |
| BANQUE PICTET & CIE SA 0.06% of their portfolio | 67.1k $5.1m | — |
| U.S. Capital Wealth Advisors, LLC 0.24% of their portfolio | 62.0k $4.7m | — |
| Clarity Wealth Advisors, LLC 2.78% of their portfolio | 61.2k $4.6m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 61.0k $4.6m | — |
| FCA CORP /TX 1.65% of their portfolio | 51.5k $3.9m | — |
| SG Americas Securities, LLC 0.06% of their portfolio | 51.0k $3.8m | — |
| Danda Trouve Investment Management, Inc. 6.89% of their portfolio | 49.5k $3.7m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 48.7k $3.7m | — |
| Apexium Financial, LP 0.44% of their portfolio | 47.2k $3.6m | — |
| Ayalon Insurance Comp Ltd. 1.62% of their portfolio | 45.7k $3.4m | — |
| Integrated Wealth Concepts LLC 0.10% of their portfolio | 43.5k $3.3m | — |
| BESSEMER GROUP INC 0.01% of their portfolio | 39.9k $3.0m | — |
| SCOTIA CAPITAL INC. 0.02% of their portfolio | 39.8k $3.0m | — |
| Slow Capital, Inc. 0.64% of their portfolio | 39.2k $3.0m | — |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 38.8k $2.9m | — |
| GREENWOOD CAPITAL ASSOCIATES LLC 0.47% of their portfolio | 36.6k $2.8m | — |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 35.4k $2.7m | — |
| Financial Architects, Inc 0.38% of their portfolio | 28.6k $2.2m | — |
| WBI INVESTMENTS, LLC 0.62% of their portfolio | 28.4k $2.1m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 28.1k $2.1m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 26.1k $2.0m | — |
| Arete Wealth Advisors, LLC 0.19% of their portfolio | 26.0k $2.0m | — |
| Marotta Asset Management 0.50% of their portfolio | 25.3k $1.9m | — |
| VALICENTI ADVISORY SERVICES INC 0.66% of their portfolio | 23.9k $1.8m | — |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 23.9k $1.8m | — |
| TD Waterhouse Canada Inc. 0.03% of their portfolio | 23.5k $2.3m | — |
| Anfield Capital Management, LLC 0.78% of their portfolio | 21.8k $1.6m | — |
| Crestone Asset Management LLC 0.41% of their portfolio | 21.3k $1.6m | — |
| White Lighthouse Investment Management Inc. 0.46% of their portfolio | 21.2k $1.6m | — |
| TCWP LLC 0.34% of their portfolio | 21.0k $1.6m | — |
| TRANSATLANTIQUE PRIVATE WEALTH LLC 1.03% of their portfolio | 20.5k $1.5m | — |
| ICICI Prudential Asset Management Co Ltd 0.24% of their portfolio | 20.4k $1.5m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 19.4k $1.5m | — |
| Cedar Brook Financial Partners, LLC 0.47% of their portfolio | 19.4k $1.5m | — |
| Family Firm, Inc. 0.42% of their portfolio | 17.6k $1.3m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 17.2k $1.3m | — |
| Cetera Advisor Networks LLC 0.02% of their portfolio | 16.6k $1.2m | — |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 16.3k $1.2m | — |
| Maryland Capital Management 0.10% of their portfolio | 16.0k $1.2m | — |
| Crescent Grove Advisors, LLC 0.14% of their portfolio | 16.0k $1.2m | — |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 14.9k $1.1m | — |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.02% of their portfolio | 14.4k $1.1m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 14.0k $1.1m | — |
| MERIDIAN INVESTMENT COUNSEL INC. 0.44% of their portfolio | 13.2k $998.0k | — |
| Psagot Value Holdings Ltd. / (Israel) 0.28% of their portfolio | 13.2k $992.0k | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 13.0k $976.0k | — |
| Private Advisor Group, LLC 0.01% of their portfolio | 12.4k $933.0k | — |
| OLD MISSION CAPITAL LLC 0.04% of their portfolio | 11.9k $893.0k | — |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 10.5k $792.0k | — |
| Bulltick Wealth Management, LLC 0.24% of their portfolio | 10.5k $791.3k | — |
| ShoreHaven Wealth Partners, LLC 0.60% of their portfolio | 10.5k $787.0k | — |
| Creative Planning 0.00% of their portfolio | 10.2k $768.0k | — |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 10.2k $768.0k | — |
| Brookstone Capital Management 0.02% of their portfolio | 10.1k $763.0k | — |
| QUATTRO FINANCIAL ADVISORS LLC 0.30% of their portfolio | 10.0k $754.0k | — |
| Equitable Holdings, Inc. 0.01% of their portfolio | 9.7k $733.0k | — |
| Global Retirement Partners, LLC 0.06% of their portfolio | 9.3k $760.0k | — |
| Analyst IMS Investment Management Services Ltd. 0.07% of their portfolio | 9.1k $693.0k | — |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 9.1k $682.8k | — |
| TRANSCEND CAPITAL ADVISORS, LLC 0.08% of their portfolio | 9.0k $680.0k | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 9.0k $713.0k | — |
| MARSHALL WACE, LLP 0.00% of their portfolio | 9.0k $677.0k | — |
| ELCO Management Co., LLC 0.53% of their portfolio | 8.9k $671.0k | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 8.9k $667.0k | — |
| Maltin Wealth Management, Inc. 0.51% of their portfolio | 8.6k $648.0k | — |
| Anchor Investment Management, LLC 0.10% of their portfolio | 8.4k $631.6k | — |
| CWM, LLC 0.00% of their portfolio | 8.1k $610.0k | — |
| Western Wealth Management, LLC 0.03% of their portfolio | 7.9k $593.0k | — |
| EXENCIAL WEALTH ADVISORS, LLC 0.03% of their portfolio | 7.5k $563.0k | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 7.3k $551.0k | — |
| NWAM LLC 0.05% of their portfolio | 7.2k $541.0k | — |
| Banco Santander, S.A. 0.01% of their portfolio | 7.1k $532.0k | — |
| Avidian Wealth Enterprises, LLC 0.04% of their portfolio | 7.0k $530.0k | — |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 6.6k $496.0k | — |