Vault-13

ISHARES TR IXJ

GLOB HLTHCRE ETF · ETP · CUSIP 464287325

269 institutional holders -10 vs Q4 2024
31,846,94631.8m shares reported held*
$2.9bnreported value*
21 new 62 added 85 reduced 30 sold out net bought ≈ $89.6m (+982.0k shares)

* 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. Holder counts are more reliable. Implied quarter-end price ≈ $91.20.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 236Q4 22: 270Q1 23: 258Q2 23: 272Q3 23: 268Q4 23: 261Q1 24: 268Q2 24: 278Q3 24: 275Q4 24: 279Q1 25: 269269Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022236
Q4 2022270
Q1 2023258
Q2 2023272
Q3 2023268
Q4 2023261
Q1 2024268
Q2 2024278
Q3 2024275
Q4 2024279
Q1 2025269

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 115 bought or addedQ2 23: 96 cut or sold outQ3 23: 102 bought or addedQ3 23: 94 cut or sold outQ3 23Q4 23: 98 bought or addedQ4 23: 118 cut or sold outQ1 24: 103 bought or addedQ1 24: 116 cut or sold outQ1 24Q2 24: 98 bought or addedQ2 24: 114 cut or sold outQ3 24: 92 bought or addedQ3 24: 118 cut or sold outQ3 24Q4 24: 94 bought or addedQ4 24: 123 cut or sold outQ1 25: 83 bought or addedQ1 25: 115 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202311596
Q3 202310294
Q4 202398118
Q1 2024103116
Q2 202498114
Q3 202492118
Q4 202494123
Q1 202583115

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20k$40k$60kQ2 24 calls: $9.3kQ2 24 puts: $0Q2 24P/C 0.00Q3 24 calls: $19.6kQ3 24 puts: $0Q3 24P/C 0.00Q4 24 calls: $0Q4 24 puts: $51.6kQ4 24P/C —Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$9.3k$00.00
Q3 2024$19.6k$00.00
Q4 2024$0$51.6k—
Q1 2025$0$0—

Biggest buyers

Fisher Asset Management, LLC Added +1,911,379+1.9m
ACCESS FINANCIAL SERVICES, INC. New +24,851+24.9k
Leo Wealth, LLC Added +22,200+22.2k
Arkadios Wealth Advisors New +19,657+19.7k
Banco Santander, S.A. Added +16,233+16.2k
Invst, LLC New +15,958+16.0k
UBS Group AG Added +15,355+15.4k
GTS SECURITIES LLC New +12,745+12.7k
Equitable Holdings, Inc. Added +12,529+12.5k
MORGAN STANLEY Added +11,028+11.0k

Biggest sellers

JANE STREET GROUP, LLC Reduced -177,614-177.6k
BANK OF AMERICA CORP /DE/ Reduced -168,004-168.0k
BlackRock, Inc. Reduced -150,861-150.9k
Bank of New York Mellon Corp Reduced -91,451-91.5k
Federation des caisses Desjardins du Quebec Reduced -79,358-79.4k
FLOW TRADERS U.S. LLC Sold out -74,383-74.4k
Richard Bernstein Advisors LLC Reduced -40,786-40.8k
JPMORGAN CHASE & CO Reduced -39,787-39.8k
Quadrature Capital Ltd Sold out -36,387-36.4k
Arete Wealth Advisors, LLC Sold out -30,316-30.3k

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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution -1.5 pts · filed 2026-10-27 24.2% -1.5 pts 10.2m≈ $1.0bn 2026-10-27
BlackRock Portfolio Management LLC 13G · institution new · filed 2025-02-07 10.1% new 4.2m≈ $417.0m 2025-02-07

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.03% of their portfolio New York, NY 14,230,95714.2m $1.3bn $1.3bn 0.03% Reduced -150.9k -150,861
2 Fisher Asset Management, LLC 0.29% of their portfolio PLANO, TX 7,293,8587.3m $665.2m $665.2m 0.29% Added +1.9m +1,911,379
3 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 2,388,8772.4m $217.9m $217.9m 0.02% Reduced -168.0k -168,004
4 Richard Bernstein Advisors LLC 2.69% of their portfolio NEW YORK, NY 1,216,8791.2m $111.0m $111.0m 2.69% Reduced -40.8k -40,786
5 Phoenix Financial Ltd. 1.67% of their portfolio Givatayim, L3 1,199,3591.2m $109.4m $109.4m 1.67% Reduced -60 -60
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 529,738529.7k $48.3m $48.3m 0.00% Reduced -39.8k -39,787
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 490,907490.9k $44.8m $44.8m 0.00% Added +11.0k +11,028
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 304,523304.5k $27.8m $27.8m 0.01% Added +15.4k +15,355
9 Federation des caisses Desjardins du Quebec 0.13% of their portfolio LEVIS, A8 294,593294.6k $26.9m $26.9m 0.13% Reduced -79.4k -79,358
10 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 260,709260.7k $23.8m $23.8m 0.01% Added +7.3k +7,349
11 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 244,892244.9k $22.3m $22.3m 0.01% Added +2.1k +2,137
12 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 223,659223.7k $20.4m $20.4m 0.01% Reduced -9.0k -8,989
13 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 156,758156.8k $14.3m $14.3m 0.01% Added +2.3k +2,257
14 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 143,558143.6k $13.1m $13.1m 0.01% Reduced -2.2k -2,203
15 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 128,425128.4k $11.7m $11.7m 0.02% Reduced -1.0k -1,014
16 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 115,760115.8k $10.6m $10.6m 0.00% Unchanged
17 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 111,850111.8k $10.2m $10.2m 0.01% Reduced -1.2k -1,220
18 PGIM Custom Harvest LLC 0.22% of their portfolio NEWARK, NJ 102,445102.4k $9.3m $9.3m 0.22% Added +2.8k +2,829
19 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 100,113100.1k $9.1m $9.1m 0.02% Reduced -177.6k -177,614
20 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 96,55996.6k $8.8m $8.8m 0.01% First filing
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 94,52694.5k $8.6m $8.6m 0.01% Reduced -1.3k -1,258
22 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 92,04592.0k $8.4m $8.4m 0.08% Added +12.5k +12,529
23 Leo Wealth, LLC 1.21% of their portfolio HURST, TX 91,97892.0k $8.4m $8.4m 1.21% Added +22.2k +22,200
24 Royal Fund Management, LLC 0.87% of their portfolio Lady Lake, FL 79,72179.7k $7.3m $7.3m 0.87% Added +321 +321
25 Money Design Co.,Ltd. 0.30% of their portfolio TOKYO, M0 66,42366.4k $6.1m $6.1m 0.30% Reduced -4.6k -4,646
26 Banco Santander, S.A. 0.07% of their portfolio Madrid, U3 65,96866.0k $6.0m $6.0m 0.07% Added +16.2k +16,233
27 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 54,74554.7k $5.0m $5.0m 0.00% Reduced -16.2k -16,210
28 FCA CORP /TX 1.55% of their portfolio HOUSTON, TX 53,21153.2k $4.9m $4.9m 1.55% Reduced -636 -636
29 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 50,24750.2k $4.6m $4.6m 0.02% Unchanged
30 FIL Ltd 0.00% of their portfolio HAMILTON, D0 47,05747.1k $4.3m $4.3m 0.00% Reduced -3.6k -3,557
31 Apexium Financial, LP 0.23% of their portfolio Dallas, TX 42,43342.4k $3.9m $3.9m 0.23% Added +833 +833
32 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 42,25042.2k $3.9m $3.9m 0.00% Added +6.0k +6,008
33 Clarity Wealth Advisors, LLC 0.98% of their portfolio SAN JOSE, CA 38,91038.9k $3.5m $3.5m 0.98% Reduced -4.6k -4,559
34 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 36,61436.6k $3.3m $3.3m 0.01% Reduced -3.1k -3,147
35 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 36,39836.4k $3.3m $3.3m 0.01% Added +860 +860
36 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 29,53229.5k $2.7m $2.7m 0.02% Reduced -1.0k -1,020
37 TRANSATLANTIQUE PRIVATE WEALTH LLC 1.06% of their portfolio NEW YORK, NY 29,07629.1k $2.7m $2.7m 1.06% Reduced -3.4k -3,408
38 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 25,35625.4k $2.3m $2.3m 0.01% Added +869 +869
39 ACCESS FINANCIAL SERVICES, INC. 0.91% of their portfolio MINNEAPOLIS, MN 24,85124.9k $2.3m $2.3m 0.91% New
40 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 24,78024.8k $2.3m $2.3m 0.01% Added +948 +948
41 Marotta Asset Management 0.45% of their portfolio CHARLOTTESVILLE, VA 23,31623.3k $2.3m $2.3m 0.45% Added +746 +746
42 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 22,82022.8k $2.1m $2.1m 0.01% Added +3.5k +3,488
43 Rathbones Group PLC 0.01% of their portfolio Liverpool, X0 22,42422.4k $2.0m $2.0m 0.01% Added +3.4k +3,400
44 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 22,22222.2k $2.0m $2.0m 0.00% Reduced -4.4k -4,440
45 Family Firm, Inc. 0.44% of their portfolio BETHESDA, MD 21,42621.4k $2.0m $2.0m 0.44% Added +483 +483
46 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 21,41221.4k $2.0m $2.0m 0.00% Added +558 +558
47 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 20,84120.8k $1.9m $1.9m 0.02% Added +2.1k +2,117
48 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 20,10320.1k $1.8m $1.8m 0.03% Added +806 +806
49 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.05% of their portfolio LOS ANGELES, CA 19,92319.9k $1.8m $1.8m 0.05% Unchanged
50 Arkadios Wealth Advisors 0.07% of their portfolio ATLANTA, GA 19,65719.7k $1.8m $1.8m 0.07% New
51 White Lighthouse Investment Management Inc. 0.31% of their portfolio BEDFORD, MA 19,27619.3k $1.8m $1.8m 0.31% Reduced -607 -607
52 NFSG Corp 0.42% of their portfolio BOCA RATON, FL 19,19519.2k $1.8m $1.8m 0.42% Reduced -652 -652
53 J. Safra Sarasin Holding AG 0.03% of their portfolio BASEL, V8 18,43918.4k $1.7m $1.7m 0.03% Added +7.5k +7,500
54 Spire Wealth Management 0.05% of their portfolio MCLEAN, VA 17,73717.7k $1.6m $1.6m 0.05% Reduced -464 -464
55 TRANSCEND CAPITAL ADVISORS, LLC 0.12% of their portfolio MADISON, NJ 17,58817.6k $1.6m $1.6m 0.12% Reduced -636 -636
56 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 17,33017.3k $1.6m $1.6m 0.01% Reduced -605 -605
57 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 17,12517.1k $1.6m $1.6m 0.01% Reduced -4.0k -3,999
58 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 16,27716.3k $1.5m $1.5m 0.00% Reduced -8.1k -8,096
59 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 16,25316.3k $1.5m $1.5m 0.00% Added +666 +666
60 WCG Wealth Advisors LLC 0.11% of their portfolio LAS VEGAS, NV 16,24116.2k $1.5m $1.5m 0.11% Reduced -6.9k -6,930
61 Invst, LLC 0.20% of their portfolio INDIANAPOLIS, IN 15,95816.0k $1.5m $1.5m 0.20% New
62 Crescent Grove Advisors, LLC 0.15% of their portfolio LAKE FOREST, IL 15,94015.9k $1.5m $1.5m 0.15% Unchanged
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,79315.8k $1.4m $1.4m 0.00% Added +4.6k +4,598
64 Snowden Capital Advisors LLC 0.05% of their portfolio New York, NY 15,56915.6k $1.4m $1.4m 0.05% Added +860 +860
65 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 15,49515.5k $1.4m $1.4m 0.00% Reduced -2.7k -2,689
66 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,74414.7k $1.3m $1.3m 0.00% Reduced -226 -226
67 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.02% of their portfolio New York, NY 14,16014.2k $1.3m $1.3m 0.02% Reduced -140 -140
68 FMR LLC 0.00% of their portfolio BOSTON, MA 13,90913.9k $1.3m $1.3m 0.00% Reduced -317 -317
69 Slow Capital, Inc. 0.17% of their portfolio GREENBRAE, CA 13,54613.5k $1.2m $1.2m 0.17% Reduced -2.6k -2,615
70 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 13,19813.2k $1.2m $1.2m 0.00% Added +5.6k +5,645
71 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 13,04813.0k $1.2m $1.2m 0.00% Added +5.8k +5,780
72 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 12,93712.9k $1.2m $1.2m 0.01% Reduced -61 -61
73 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 12,81912.8k $1.2m $1.2m 0.00% Reduced -25 -25
74 GTS SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 12,74512.7k $1.2m $1.2m 0.05% New
75 ICICI Prudential Asset Management Co Ltd 0.15% of their portfolio MUMBAI, K7 12,67512.7k $1.2m $1.2m 0.15% Unchanged
76 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 12,56912.6k $1.1m $1.1m 0.00% Reduced -632 -632
77 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 12,52712.5k $1.1m $1.1m 0.00% Reduced -91.5k -91,451
78 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 12,36612.4k $1.1m $1.1m 0.00% Reduced -29.0k -28,960
79 MERIDIAN INVESTMENT COUNSEL INC. 0.31% of their portfolio LAFAYETTE, CA 11,71911.7k $1.1m $1.1m 0.31% Unchanged
80 Ipsen Advisor Group LLC 0.89% of their portfolio LITTLE ROCK, AR 11,35211.4k $1.0m $1.0m 0.89% Added +493 +493
81 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 11,08911.1k $1.0m $1.0m 0.01% Reduced -371 -371
82 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 10,63610.6k $970.0k $970.0k 0.01% Reduced -231 -231
83 PARTNERS WEALTH MANAGEMENT, LLC 1.09% of their portfolio CARMEL BY THE SEA, CA 10,54710.5k $961.9k $961.9k 1.09% Reduced -358 -358
84 CWM, LLC 0.00% of their portfolio OMAHA, NE 10,15710.2k $926.0k $926.0k 0.00% Added +255 +255
85 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 10,11010.1k $922.0k $922.0k 0.03% Added +953 +953
86 Avidian Wealth Enterprises, LLC 0.04% of their portfolio Houston, TX 10,00010.0k $912.0k $912.0k 0.04% Added +391 +391
87 Eldridge Investment Advisors, Inc. 0.21% of their portfolio MANCHESTER, NH 9,98810.0k $910.9k $910.9k 0.21% Added +263 +263
88 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,5559.6k $871.0k $871.0k 0.00% Reduced -553 -553
89 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,4779.5k $864.3k $864.3k 0.00% Reduced -150 -150
90 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 9,2649.3k $844.8k $844.8k 0.01% Reduced -541 -541
91 Maltin Wealth Management, Inc. 0.38% of their portfolio RIDGEWOOD, NJ 8,9819.0k $819.0k $819.0k 0.38% Unchanged
92 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 8,7118.7k $790.8k $790.8k 0.00% Added +1.3k +1,310
93 Sava Infond d.o.o. 0.15% of their portfolio MARIBOR, 2A 8,5008.5k $775.2k $775.2k 0.15% Reduced -1.3k -1,260
94 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 8,4228.4k $768.1k $768.1k 0.01% Reduced -4.6k -4,576
95 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,1818.2k $746.1k $746.1k 0.01% Added +1.6k +1,560
96 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,1418.1k $742.5k $742.5k 0.00% Added +188 +188
97 Wakefield Asset Management LLLP 0.22% of their portfolio Englewood, CO 7,9217.9k $722.4k $722.4k 0.22% New
98 Anchor Investment Management, LLC 0.07% of their portfolio COLUMBIA, SC 7,6537.7k $697.9k $697.9k 0.07% Added +130 +130
99 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 7,4707.5k $681.3k $681.3k 0.01% Reduced -607 -607
100 New Insight Wealth Advisors 0.30% of their portfolio SAN RAMON, CA 7,2787.3k $663.7k $663.7k 0.30% Reduced -2.6k -2,643