Vault-13

ISHARES TR IXJ

GLOB HLTHCRE ETF · ETP · CUSIP 464287325

259 institutional holders -12 vs Q2 2025
34,098,64534.1m shares reported held*
$3.0bnreported value*
24 new 54 added 85 reduced 30 sold out net bought ≈ $140.3m (+1.6m 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 ≈ $88.67. Options: 1 managers hold calls ($354.5k notional), 0 hold puts (—).

Trends to Q3 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: 271Q3 25: 259259Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025259

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 25Q2 25: 108 bought or addedQ2 25: 116 cut or sold outQ3 25: 78 bought or addedQ3 25: 115 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202398118
Q1 2024103116
Q2 202498114
Q3 202492118
Q4 202494123
Q1 202583115
Q2 2025108116
Q3 202578115

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ4 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 0.00Q3 25 calls: $354.5kQ3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$0$51.6k—
Q1 2025$0$0—
Q2 2025$490.7k$00.00
Q3 2025$354.5k$00.00

Biggest buyers

Phoenix Financial Ltd. Added +1,199,261+1.2m
Fisher Asset Management, LLC Added +536,127+536.1k
JPMORGAN CHASE & CO Added +467,567+467.6k
Robertson Stephens Wealth Management, LLC New +69,316+69.3k
JANE STREET GROUP, LLC Added +57,496+57.5k
FLOW TRADERS U.S. LLC New +52,069+52.1k
Hamilton Wealth, LLC New +49,530+49.5k
Sanctuary Advisors, LLC Added +31,187+31.2k
ELEVATION POINT WEALTH PARTNERS, LLC Added +18,896+18.9k
GOLDMAN SACHS GROUP INC Added +17,660+17.7k

Biggest sellers

ROYAL BANK OF CANADA Reduced -301,811-301.8k
BANK OF AMERICA CORP /DE/ Reduced -143,598-143.6k
BlackRock, Inc. Reduced -92,693-92.7k
MORGAN STANLEY Reduced -85,372-85.4k
Leo Wealth, LLC Reduced -47,890-47.9k
Richard Bernstein Advisors LLC Reduced -40,778-40.8k
PGIM Custom Harvest LLC Reduced -40,468-40.5k
AMERIPRISE FINANCIAL INC Reduced -39,489-39.5k
ACCESS FINANCIAL SERVICES, INC. Sold out -25,082-25.1k
Federation des caisses Desjardins du Quebec Reduced -21,964-22.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $354.5k4.0k 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.02% of their portfolio New York, NY 13,960,37014.0m $1.2bn $1.2bn 0.02% Reduced -92.7k -92,693
2 Fisher Asset Management, LLC 0.24% of their portfolio PLANO, TX 7,439,9217.4m $659.3m $659.3m 0.24% Added +536.1k +536,127
3 Phoenix Financial Ltd. 1.35% of their portfolio Givatayim, L3 2,398,5602.4m $212.6m $212.6m 1.35% Added +1.2m +1,199,261
4 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 2,396,0532.4m $212.3m $212.3m 0.02% Reduced -143.6k -143,598
5 Richard Bernstein Advisors LLC 3.35% of their portfolio NEW YORK, NY 1,308,3851.3m $117.4m $117.4m 3.35% Reduced -40.8k -40,778
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 993,724993.7k $88.1m $88.1m 0.00% Added +467.6k +467,567
7 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 875,680875.7k $77.6m $77.6m 0.02% Reduced -39.5k -39,489
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 438,208438.2k $38.8m $38.8m 0.00% Reduced -85.4k -85,372
9 Federation des caisses Desjardins du Quebec 0.10% of their portfolio LEVIS, A8 292,985293.0k $26.0m $26.0m 0.10% Reduced -22.0k -21,964
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 266,199266.2k $23.6m $23.6m 0.00% Reduced -9.0k -8,952
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 250,335250.3k $22.2m $22.2m 0.00% Reduced -301.8k -301,811
12 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 236,511236.5k $21.0m $21.0m 0.01% Reduced -727 -727
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 212,102212.1k $18.8m $18.8m 0.00% Reduced -7.2k -7,152
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 154,865154.9k $13.7m $13.7m 0.00% Added +1.9k +1,870
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 142,398142.4k $12.6m $12.6m 0.00% Added +11.9k +11,922
16 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 137,560137.6k $12.2m $12.2m 0.01% Added +6.4k +6,444
17 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 115,760115.8k $10.3m $10.3m 0.00% Unchanged
18 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 103,788103.8k $9.2m $9.2m 0.00% Added +9.3k +9,267
19 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 100,628100.6k $8.9m $8.9m 0.01% Added +57.5k +57,496
20 Leo Wealth, LLC 1.06% of their portfolio HURST, TX 92,28292.3k $8.2m $8.2m 1.06% Reduced -47.9k -47,890
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 89,60389.6k $7.9m $7.9m 0.01% Added +4.0k +3,955
22 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 87,96988.0k $7.8m $7.8m 0.01% Unchanged
23 Robertson Stephens Wealth Management, LLC 0.19% of their portfolio San Francisco, CA 69,31669.3k $6.1m $6.1m 0.19% New
24 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 68,33668.3k $6.1m $6.1m 0.04% Reduced -17.0k -16,952
25 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 65,90165.9k $5.9m $5.9m 0.02% Added +31.2k +31,187
26 Banco Santander, S.A. 0.05% of their portfolio Madrid, U3 62,53662.5k $5.5m $5.5m 0.05% Reduced -3.7k -3,712
27 FCA CORP /TX 1.36% of their portfolio HOUSTON, TX 55,09555.1k $4.9m $4.9m 1.36% Added +1.2k +1,160
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 53,01553.0k $4.7m $4.7m 0.00% Added +17.7k +17,660
29 FLOW TRADERS U.S. LLC 0.19% of their portfolio NEW YORK, NY 52,06952.1k $4.6m $4.6m 0.19% New
30 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 49,86349.9k $4.4m $4.4m 0.00% Reduced -4.6k -4,606
31 Hamilton Wealth, LLC 0.92% of their portfolio LOS ANGELES, CA 49,53049.5k $4.4m $4.4m 0.92% New
32 PGIM Custom Harvest LLC 0.06% of their portfolio NEWARK, NJ 47,10547.1k $4.2m $4.2m 0.06% Reduced -40.5k -40,468
33 FIL Ltd 0.00% of their portfolio HAMILTON, D0 42,24642.2k $3.7m $3.7m 0.00% Reduced -4.9k -4,877
34 Apexium Financial, LP 0.18% of their portfolio Dallas, TX 41,75141.8k $3.7m $3.7m 0.18% Reduced -375 -375
35 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 40,24440.2k $3.6m $3.6m 0.00% Reduced -1.8k -1,805
36 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 38,82438.8k $3.4m $3.4m 0.00% Added +1.7k +1,721
37 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 37,70037.7k $3.3m $3.3m 0.01% Reduced -10.8k -10,800
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 37,53737.5k $3.3m $3.3m 0.00% Added +5.2k +5,167
39 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 35,90035.9k $3.2m $3.2m 0.00% Reduced -7.3k -7,350
40 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 35,13835.1k $3.1m $3.1m 0.01% Reduced -777 -777
41 TRANSATLANTIQUE PRIVATE WEALTH LLC 0.97% of their portfolio NEW YORK, NY 33,46833.5k $3.0m $3.0m 0.97% Added +2.4k +2,413
42 Clarity Wealth Advisors, LLC 0.60% of their portfolio SAN JOSE, CA 30,68230.7k $2.7m $2.7m 0.60% Reduced -6.0k -6,029
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,20326.2k $2.3m $2.3m 0.00% Added +12.4k +12,386
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,19026.2k $2.3m $2.3m 0.00% Added +1.6k +1,567
45 Rathbones Group PLC 0.01% of their portfolio Liverpool, X0 23,60923.6k $2.1m $2.1m 0.01% Reduced -2.4k -2,415
46 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 20,72820.7k $1.8m $1.8m 0.01% Reduced -426 -426
47 Marotta Asset Management 0.35% of their portfolio CHARLOTTESVILLE, VA 20,01720.0k $1.8m $1.8m 0.35% Reduced -754 -754
48 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 19,91519.9k $1.8m $1.8m 0.01% Reduced -51 -51
49 ELEVATION POINT WEALTH PARTNERS, LLC 0.12% of their portfolio DENVER, CO 19,66819.7k $1.7m $1.7m 0.12% Added +18.9k +18,896
50 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 19,56519.6k $1.7m $1.7m 0.01% Reduced -1.0k -1,002
51 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 19,37619.4k $1.7m $1.7m 0.00% Added +1.5k +1,530
52 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% of their portfolio LOS ANGELES, CA 18,85118.9k $1.7m $1.7m 0.04% Reduced -674 -674
53 White Lighthouse Investment Management Inc. 0.25% of their portfolio BEDFORD, MA 18,17118.2k $1.6m $1.6m 0.25% Reduced -1.3k -1,255
54 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 17,72217.7k $1.6m $1.6m 0.00% Reduced -10.1k -10,108
55 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 17,46317.5k $1.5m $1.5m 0.01% Added +1.1k +1,067
56 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,46017.5k $1.5m $1.5m 0.01% Added +1.8k +1,831
57 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,79116.8k $1.5m $1.5m 0.01% Added +11.1k +11,136
58 Invst, LLC 0.17% of their portfolio INDIANAPOLIS, IN 16,52716.5k $1.5m $1.5m 0.17% Added +352 +352
59 Crescent Grove Advisors, LLC 0.14% of their portfolio LAKE FOREST, IL 15,94015.9k $1.4m $1.4m 0.14% Unchanged
60 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 15,75615.8k $1.4m $1.4m 0.00% Reduced -760 -760
61 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 15,69415.7k $1.4m $1.4m 0.01% Unchanged
62 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 14,11114.1k $1.3m $1.3m 0.00% Added +91 +91
63 FMR LLC 0.00% of their portfolio BOSTON, MA 13,80613.8k $1.2m $1.2m 0.00% Added +47 +47
64 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 13,55213.6k $1.2m $1.2m 0.00% Reduced -1.2k -1,178
65 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 13,15913.2k $1.2m $1.2m 0.04% Reduced -4.1k -4,112
66 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 12,92712.9k $1.1m $1.1m 0.03% Added +313 +313
67 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 12,78412.8k $1.1m $1.1m 0.01% Reduced -69 -69
68 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 12,67812.7k $1.1m $1.1m 0.00% Reduced -14.0k -14,044
69 ICICI Prudential Asset Management Co Ltd 0.12% of their portfolio MUMBAI, K7 12,67512.7k $1.1m $1.1m 0.12% Unchanged
70 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 12,64812.6k $1.1m $1.1m 0.01% Reduced -74 -74
71 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 12,58112.6k $1.1m $1.1m 0.00% Reduced -367 -367
72 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 12,51612.5k $1.1m $1.1m 0.00% Added +1.8k +1,772
73 Ipsen Advisor Group LLC 0.79% of their portfolio LITTLE ROCK, AR 12,46512.5k $1.1m $1.1m 0.79% Added +523 +523
74 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 11,72711.7k $1.0m $1.0m 0.03% Reduced -3.3k -3,335
75 MERIDIAN INVESTMENT COUNSEL INC. 0.26% of their portfolio LAFAYETTE, CA 11,70311.7k $1.0m $1.0m 0.26% Unchanged
76 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 11,66511.7k $1.0m $1.0m 0.01% Added +8.8k +8,823
77 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 11,00311.0k $975.1k $975.1k 0.01% Reduced -554 -554
78 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 10,74810.7k $952.5k $952.5k 0.01% New
79 CWM, LLC 0.00% of their portfolio OMAHA, NE 10,06510.1k $892.0k $892.0k 0.00% Reduced -249 -249
80 PARTNERS WEALTH MANAGEMENT, LLC 0.88% of their portfolio CARMEL BY THE SEA, CA 10,02910.0k $888.8k $888.8k 0.88% Reduced -518 -518
81 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,7029.7k $859.8k $859.8k 0.00% Reduced -197 -197
82 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,0629.1k $803.1k $803.1k 0.00% Reduced -350 -350
83 Maltin Wealth Management, Inc. 0.33% of their portfolio RIDGEWOOD, NJ 9,0599.1k $802.8k $802.8k 0.33% Unchanged
84 Avidian Wealth Enterprises, LLC 0.03% of their portfolio Houston, TX 9,0509.1k $802.0k $802.0k 0.03% Reduced -1.0k -1,014
85 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,9008.9k $788.7k $788.7k 0.01% Added +144 +144
86 Sava Infond d.o.o. 0.10% of their portfolio MARIBOR, 2A 8,2608.3k $732.0k $732.0k 0.10% Reduced -1.0k -1,000
87 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 8,1748.2k $724.4k $724.4k 0.03% Reduced -237 -237
88 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 8,1378.1k $721.1k $721.1k 0.00% Added +230 +230
89 Tepp RIA, LLC 0.80% of their portfolio WESTFIELD, NJ 7,9137.9k $701.2k $701.2k 0.80% New
90 Anchor Investment Management, LLC 0.05% of their portfolio COLUMBIA, SC 7,4687.5k $661.9k $661.9k 0.05% Unchanged
91 ELCO Management Co., LLC 0.31% of their portfolio New York, NY 6,8096.8k $603.4k $603.4k 0.31% Unchanged
92 Pure Financial Advisors, LLC 0.01% of their portfolio SAN DIEGO, CA 6,8056.8k $603.1k $603.1k 0.01% Unchanged
93 Gladstone Institutional Advisory LLC 0.02% of their portfolio Bedminster, NJ 6,6526.7k $589.5k $589.5k 0.02% Added +1.2k +1,215
94 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 6,5876.6k $583.7k $583.7k 0.00% New
95 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 6,5006.5k $576.0k $576.0k 0.00% New
96 Investor's Fiduciary Advisor Network, LLC 0.19% of their portfolio SNOQUALMIE, WA 6,4606.5k $572.0k $572.0k 0.19% Added +1.5k +1,536
97 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 6,4516.5k $591.3k $591.3k 0.00% Reduced -132 -132
98 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 6,3266.3k $560.6k $560.6k 0.00% Reduced -1.0k -1,005
99 Interchange Capital Partners, LLC 0.11% of their portfolio PITTSBURGH, PA 6,2446.2k $553.3k $553.3k 0.11% Reduced -48 -48
100 Purkiss Capital Advisors LLC 0.25% of their portfolio RIDGEFIELD, CT 6,0086.0k $532.4k $532.4k 0.25% Added +13 +13