Vault-13

ISHARES TR IXJ

GLOB HLTHCRE ETF · ETP · CUSIP 464287325

271 institutional holders +2 vs Q1 2025
32,614,08432.6m shares reported held*
$2.8bnreported value*
31 new 77 added 83 reduced 33 sold out net bought ≈ $65.7m (+762.3k 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 ≈ $86.09. Options: 1 managers hold calls ($490.7k notional), 0 hold puts (—).

Trends to Q2 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: 269Q2 25: 271271Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025271

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 102 bought or addedQ3 23: 94 cut or sold outQ4 23: 98 bought or addedQ4 23: 118 cut or sold outQ4 23Q1 24: 103 bought or addedQ1 24: 116 cut or sold outQ2 24: 98 bought or addedQ2 24: 114 cut or sold outQ2 24Q3 24: 92 bought or addedQ3 24: 118 cut or sold outQ4 24: 94 bought or addedQ4 24: 123 cut or sold outQ4 24Q1 25: 83 bought or addedQ1 25: 115 cut or sold outQ2 25: 108 bought or addedQ2 25: 116 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202310294
Q4 202398118
Q1 2024103116
Q2 202498114
Q3 202492118
Q4 202494123
Q1 202583115
Q2 2025108116

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ3 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 —Q2 25 calls: $490.7kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$19.6k$00.00
Q4 2024$0$51.6k—
Q1 2025$0$0—
Q2 2025$490.7k$00.00

Biggest buyers

AMERIPRISE FINANCIAL INC Added +898,892+898.9k
ROYAL BANK OF CANADA Added +291,437+291.4k
BANK OF AMERICA CORP /DE/ Added +150,774+150.8k
Richard Bernstein Advisors LLC Added +132,284+132.3k
Leo Wealth, LLC Added +48,194+48.2k
CITADEL ADVISORS LLC New +43,250+43.2k
MORGAN STANLEY Added +32,673+32.7k
Federation des caisses Desjardins du Quebec Added +20,356+20.4k
Rockefeller Capital Management L.P. Added +14,356+14.4k
ENVESTNET ASSET MANAGEMENT INC Added +13,579+13.6k

Biggest sellers

Fisher Asset Management, LLC Reduced -390,064-390.1k
BlackRock, Inc. Reduced -177,894-177.9k
Royal Fund Management, LLC Sold out -79,721-79.7k
JANE STREET GROUP, LLC Reduced -56,981-57.0k
UBS Group AG Reduced -29,372-29.4k
WELLS FARGO & COMPANY/MN Reduced -25,638-25.6k
Brookstone Capital Management Sold out -20,103-20.1k
Arkadios Wealth Advisors Sold out -19,657-19.7k
J. Safra Sarasin Holding AG Sold out -18,439-18.4k
TRANSCEND CAPITAL ADVISORS, LLC Sold out -17,588-17.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $490.7k5.7k shares

Biggest puts

None

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.

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.02% of their portfolio New York, NY 14,053,06314.1m $1.2bn $1.2bn 0.02% Reduced -177.9k -177,894
2 Fisher Asset Management, LLC 0.24% of their portfolio PLANO, TX 6,903,7946.9m $594.3m $594.3m 0.24% Reduced -390.1k -390,064
3 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 2,539,6512.5m $218.6m $218.6m 0.02% Added +150.8k +150,774
4 Richard Bernstein Advisors LLC 2.87% of their portfolio NEW YORK, NY 1,349,1631.3m $116.2m $116.2m 2.87% Added +132.3k +132,284
5 Phoenix Financial Ltd. 1.36% of their portfolio Givatayim, L3 1,199,2991.2m $103.2m $103.2m 1.36% Reduced -60 -60
6 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 915,169915.2k $78.8m $78.8m 0.02% Added +898.9k +898,892
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 552,146552.1k $47.5m $47.5m 0.00% Added +291.4k +291,437
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 526,157526.2k $45.3m $45.3m 0.00% Reduced -3.6k -3,581
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 523,580523.6k $45.1m $45.1m 0.00% Added +32.7k +32,673
10 Federation des caisses Desjardins du Quebec 0.12% of their portfolio LEVIS, A8 314,949314.9k $27.1m $27.1m 0.12% Added +20.4k +20,356
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 275,151275.2k $23.7m $23.7m 0.00% Reduced -29.4k -29,372
12 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 237,238237.2k $20.4m $20.4m 0.01% Added +13.6k +13,579
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 219,254219.3k $18.9m $18.9m 0.00% Reduced -25.6k -25,638
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 152,995153.0k $13.2m $13.2m 0.00% Reduced -3.8k -3,763
15 Leo Wealth, LLC 0.94% of their portfolio HURST, TX 140,172140.2k $12.1m $12.1m 0.94% Added +48.2k +48,194
16 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 131,116131.1k $11.3m $11.3m 0.01% Added +2.7k +2,691
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 130,476130.5k $11.2m $11.2m 0.00% Reduced -13.1k -13,082
18 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 115,760115.8k $10.0m $10.0m 0.00% Unchanged
19 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 94,52194.5k $8.1m $8.1m 0.00% Reduced -17.3k -17,329
20 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 87,96988.0k $7.6m $7.6m 0.01% Reduced -8.6k -8,590
21 PGIM Custom Harvest LLC 0.16% of their portfolio NEWARK, NJ 87,57387.6k $7.5m $7.5m 0.16% Reduced -14.9k -14,872
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 85,64885.6k $7.4m $7.4m 0.01% Reduced -8.9k -8,878
23 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 85,28885.3k $7.3m $7.3m 0.06% Reduced -6.8k -6,757
24 Money Design Co.,Ltd. 0.27% of their portfolio TOKYO, M0 67,06967.1k $5.8m $5.8m 0.27% Added +646 +646
25 Banco Santander, S.A. 0.05% of their portfolio Madrid, U3 66,24866.2k $5.7m $5.7m 0.05% Added +280 +280
26 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 54,46954.5k $4.7m $4.7m 0.00% Reduced -276 -276
27 FCA CORP /TX 1.39% of their portfolio HOUSTON, TX 53,93553.9k $4.6m $4.6m 1.39% Added +724 +724
28 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 48,50048.5k $4.2m $4.2m 0.01% Reduced -1.7k -1,747
29 FIL Ltd 0.00% of their portfolio HAMILTON, D0 47,12347.1k $4.1m $4.1m 0.00% Added +66 +66
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 43,25043.2k $3.7m $3.7m 0.00% New
31 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 43,13243.1k $3.7m $3.7m 0.01% Reduced -57.0k -56,981
32 Apexium Financial, LP 0.19% of their portfolio Dallas, TX 42,12642.1k $3.6m $3.6m 0.19% Reduced -307 -307
33 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 42,04942.0k $3.6m $3.6m 0.00% Reduced -201 -201
34 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 37,10337.1k $3.2m $3.2m 0.01% Added +705 +705
35 Clarity Wealth Advisors, LLC 0.78% of their portfolio SAN JOSE, CA 36,71136.7k $3.2m $3.2m 0.78% Reduced -2.2k -2,199
36 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 35,91535.9k $3.1m $3.1m 0.01% Reduced -699 -699
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 35,35535.4k $3.0m $3.0m 0.00% Added +13.1k +13,133
38 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 34,71434.7k $3.0m $3.0m 0.02% Added +5.2k +5,182
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 32,37032.4k $2.8m $2.8m 0.00% Added +7.0k +7,014
40 TRANSATLANTIQUE PRIVATE WEALTH LLC 0.98% of their portfolio NEW YORK, NY 31,05531.1k $2.7m $2.7m 0.98% Added +2.0k +1,979
41 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 27,83027.8k $2.4m $2.4m 0.00% Added +6.4k +6,418
42 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 26,72226.7k $2.3m $2.3m 0.00% Added +14.4k +14,356
43 Rathbones Group PLC 0.01% of their portfolio Liverpool, X0 26,02426.0k $2.2m $2.2m 0.01% Added +3.6k +3,600
44 ACCESS FINANCIAL SERVICES, INC. 0.82% of their portfolio MINNEAPOLIS, MN 25,08225.1k $2.2m $2.2m 0.82% Added +231 +231
45 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,62324.6k $2.1m $2.1m 0.00% Added +12.1k +12,054
46 Family Firm, Inc. 0.46% of their portfolio BETHESDA, MD 22,38122.4k $1.9m $1.9m 0.46% Added +955 +955
47 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 21,15421.2k $1.8m $1.8m 0.01% Added +4.0k +4,029
48 Marotta Asset Management 0.36% of their portfolio CHARLOTTESVILLE, VA 20,77120.8k $1.8m $1.8m 0.36% Reduced -2.5k -2,545
49 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 20,56720.6k $1.8m $1.8m 0.02% Reduced -274 -274
50 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 19,96620.0k $1.7m $1.7m 0.01% Reduced -4.8k -4,814
51 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% of their portfolio LOS ANGELES, CA 19,52519.5k $1.7m $1.7m 0.04% Reduced -398 -398
52 White Lighthouse Investment Management Inc. 0.27% of their portfolio BEDFORD, MA 19,42619.4k $1.7m $1.7m 0.27% Added +150 +150
53 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,84617.8k $1.5m $1.5m 0.00% Added +3.1k +3,102
54 Spire Wealth Management 0.05% of their portfolio MCLEAN, VA 17,27117.3k $1.5m $1.5m 0.05% Reduced -466 -466
55 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 16,51616.5k $1.4m $1.4m 0.00% Added +1.0k +1,021
56 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 16,39616.4k $1.4m $1.4m 0.01% Reduced -6.4k -6,424
57 Invst, LLC 0.17% of their portfolio INDIANAPOLIS, IN 16,17516.2k $1.4m $1.4m 0.17% Added +217 +217
58 Crescent Grove Advisors, LLC 0.13% of their portfolio LAKE FOREST, IL 15,94015.9k $1.4m $1.4m 0.13% Unchanged
59 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 15,69415.7k $1.4m $1.4m 0.01% Reduced -1.6k -1,636
60 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 15,62915.6k $1.3m $1.3m 0.01% Added +7.5k +7,488
61 NFSG Corp 0.22% of their portfolio BOCA RATON, FL 15,55315.6k $1.3m $1.3m 0.22% Reduced -3.6k -3,642
62 Snowden Capital Advisors LLC 0.04% of their portfolio New York, NY 15,06215.1k $1.3m $1.3m 0.04% Reduced -507 -507
63 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,73014.7k $1.3m $1.3m 0.00% Reduced -1.5k -1,523
64 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 14,02014.0k $1.2m $1.2m 0.00% Added +1.5k +1,493
65 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,81713.8k $1.2m $1.2m 0.00% Reduced -2.0k -1,976
66 FMR LLC 0.00% of their portfolio BOSTON, MA 13,75913.8k $1.2m $1.2m 0.00% Reduced -150 -150
67 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 12,94812.9k $1.1m $1.1m 0.00% Added +129 +129
68 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 12,85312.9k $1.1m $1.1m 0.01% Added +1.8k +1,764
69 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 12,72212.7k $1.1m $1.1m 0.01% Reduced -215 -215
70 ICICI Prudential Asset Management Co Ltd 0.14% of their portfolio MUMBAI, K7 12,67512.7k $1.1m $1.1m 0.14% Unchanged
71 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 12,61412.6k $1.1m $1.1m 0.03% New
72 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 12,56812.6k $1.1m $1.1m 0.00% Reduced -480 -480
73 Ipsen Advisor Group LLC 0.78% of their portfolio LITTLE ROCK, AR 11,94211.9k $1.0m $1.0m 0.78% Added +590 +590
74 MERIDIAN INVESTMENT COUNSEL INC. 0.27% of their portfolio LAFAYETTE, CA 11,70311.7k $1.0m $1.0m 0.27% Reduced -16 -16
75 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 11,55711.6k $994.9k $994.9k 0.01% Added +921 +921
76 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 11,12111.1k $957.4k $957.4k 0.00% New
77 WCG Wealth Advisors LLC 0.06% of their portfolio LAS VEGAS, NV 11,09111.1k $954.8k $954.8k 0.06% Reduced -5.2k -5,150
78 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 10,74410.7k $919.9k $919.9k 0.00% Added +2.0k +2,033
79 PARTNERS WEALTH MANAGEMENT, LLC 1.08% of their portfolio CARMEL BY THE SEA, CA 10,54710.5k $946.2k $946.2k 1.08% Unchanged
80 CWM, LLC 0.00% of their portfolio OMAHA, NE 10,31410.3k $888.0k $888.0k 0.00% Added +157 +157
81 Avidian Wealth Enterprises, LLC 0.04% of their portfolio Houston, TX 10,06410.1k $866.4k $866.4k 0.04% Added +64 +64
82 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,8999.9k $852.0k $852.0k 0.00% Added +344 +344
83 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 9,7209.7k $836.0k $836.0k 0.00% New
84 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,4129.4k $810.3k $810.3k 0.00% Reduced -65 -65
85 Sava Infond d.o.o. 0.12% of their portfolio MARIBOR, 2A 9,2609.3k $797.2k $797.2k 0.12% Added +760 +760
86 Maltin Wealth Management, Inc. 0.35% of their portfolio RIDGEWOOD, NJ 9,0599.1k $779.9k $779.9k 0.35% Added +78 +78
87 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,7568.8k $727.2k $727.2k 0.01% Added +575 +575
88 B. Riley Wealth Advisors, Inc. 0.04% of their portfolio MEMPHIS, TN 8,4118.4k $724.1k $724.1k 0.04% Reduced -1.7k -1,699
89 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 7,9608.0k $685.9k $685.9k 0.02% Added +490 +490
90 Slow Capital, Inc. 0.08% of their portfolio GREENBRAE, CA 7,9097.9k $680.9k $680.9k 0.08% Reduced -5.6k -5,637
91 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 7,9077.9k $680.7k $680.7k 0.00% Reduced -1.4k -1,357
92 Ground Swell Capital, LLC 1.11% of their portfolio FOLLY BEACH, SC 7,8677.9k $677.3k $677.3k 1.11% New
93 Anchor Investment Management, LLC 0.06% of their portfolio COLUMBIA, SC 7,4687.5k $643.0k $643.0k 0.06% Reduced -185 -185
94 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,3317.3k $631.2k $631.2k 0.00% Added +495 +495
95 ELCO Management Co., LLC 0.31% of their portfolio New York, NY 6,8096.8k $586.2k $586.2k 0.31% Reduced -100 -100
96 Pure Financial Advisors, LLC 0.01% of their portfolio SAN DIEGO, CA 6,8056.8k $585.8k $585.8k 0.01% Reduced -194 -194
97 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 6,5836.6k $573.0k $573.0k 0.00% Reduced -514 -514
98 Interchange Capital Partners, LLC 0.13% of their portfolio PITTSBURGH, PA 6,2926.3k $541.7k $541.7k 0.13% Added +661 +661
99 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.01% of their portfolio New York, NY 6,2896.3k $541.4k $541.4k 0.01% Reduced -7.9k -7,871
100 EHRLICH FINANCIAL GROUP 0.34% of their portfolio LAGUNA NIGUEL, CA 6,1626.2k $530.5k $530.5k 0.34% Added +906 +906