Vault-13

ISHARES TR IXJ

GLOB HLTHCRE ETF · ETP · CUSIP 464287325

294 institutional holders +35 vs Q3 2025
34,259,69934.3m shares reported held*
$3.3bnreported value*
49 new 82 added 78 reduced 25 sold out net bought ≈ $19.5m (+200.1k 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 ($2.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $97.40.

Trends to Q4 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: 259Q4 25: 294294Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025294

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 78 bought or addedQ3 25: 115 cut or sold outQ4 25: 131 bought or addedQ4 25: 103 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024103116
Q2 202498114
Q3 202492118
Q4 202494123
Q1 202583115
Q2 2025108116
Q3 202578115
Q4 2025131103

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ1 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 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$0$0—
Q2 2025$490.7k$00.00
Q3 2025$354.5k$00.00
Q4 2025$0$0—

Biggest buyers

Fisher Asset Management, LLC Added +592,677+592.7k
BlackRock, Inc. Added +247,035+247.0k
Royal Fund Management, LLC New +92,859+92.9k
Leo Wealth, LLC Added +54,516+54.5k
Hamilton Wealth, LLC Added +46,269+46.3k
UNITED CAPITAL FINANCIAL ADVISORS, LLC New +42,309+42.3k
Logan Stone Capital, LLC New +29,167+29.2k
Rathbones Group PLC Added +27,313+27.3k
Marex Group Ltd New +27,042+27.0k
Vontobel Holding Ltd. New +26,700+26.7k

Biggest sellers

JPMORGAN CHASE & CO Reduced -518,907-518.9k
Phoenix Financial Ltd. Reduced -273,780-273.8k
BARCLAYS PLC Sold out -115,760-115.8k
JANE STREET GROUP, LLC Reduced -64,310-64.3k
FLOW TRADERS U.S. LLC Sold out -52,069-52.1k
ROYAL BANK OF CANADA Reduced -34,699-34.7k
BNP PARIBAS FINANCIAL MARKETS Reduced -33,054-33.1k
Sanctuary Advisors, LLC Reduced -31,065-31.1k
Richard Bernstein Advisors LLC Reduced -24,161-24.2k
MORGAN STANLEY Reduced -16,283-16.3k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.02% of their portfolio New York, NY 14,207,40514.2m $1.4bn $1.4bn 0.02% Added +247.0k +247,035
2 Fisher Asset Management, LLC 0.27% of their portfolio PLANO, TX 8,032,5988.0m $782.4m $782.4m 0.27% Added +592.7k +592,677
3 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 2,420,2122.4m $235.7m $235.7m 0.02% Added +24.2k +24,159
4 Phoenix Financial Ltd. 2.24% of their portfolio Givatayim, L3 2,124,7802.1m $207.0m $207.0m 2.24% Reduced -273.8k -273,780
5 Richard Bernstein Advisors LLC 3.68% of their portfolio NEW YORK, NY 1,284,2241.3m $125.1m $125.1m 3.68% Reduced -24.2k -24,161
6 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 863,619863.6k $84.1m $84.1m 0.02% Reduced -12.1k -12,061
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 474,817474.8k $46.2m $46.2m 0.00% Reduced -518.9k -518,907
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 421,925421.9k $41.1m $41.1m 0.00% Reduced -16.3k -16,283
9 Federation des caisses Desjardins du Quebec 0.11% of their portfolio LEVIS, A8 289,495289.5k $28.2m $28.2m 0.11% Reduced -3.5k -3,490
10 UBS Group AG 0.01% of their portfolio ZURICH, V8 267,520267.5k $26.1m $26.1m 0.01% Added +1.3k +1,321
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 233,156233.2k $22.7m $22.7m 0.01% Reduced -3.4k -3,355
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 231,135231.1k $22.5m $22.5m 0.00% Added +19.0k +19,033
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 215,636215.6k $21.0m $21.0m 0.00% Reduced -34.7k -34,699
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 158,331158.3k $15.4m $15.4m 0.00% Added +3.5k +3,466
15 Leo Wealth, LLC 1.04% of their portfolio HURST, TX 146,798146.8k $14.3m $14.3m 1.04% Added +54.5k +54,516
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 146,572146.6k $14.3m $14.3m 0.00% Added +4.2k +4,174
17 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 134,311134.3k $13.1m $13.1m 0.01% Reduced -3.2k -3,249
18 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 106,947106.9k $10.4m $10.4m 0.01% Added +17.3k +17,344
19 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 106,073106.1k $10.3m $10.3m 0.00% Added +2.3k +2,285
20 Hamilton Wealth, LLC 1.77% of their portfolio LOS ANGELES, CA 95,79995.8k $9.3m $9.3m 1.77% Added +46.3k +46,269
21 Royal Fund Management, LLC 0.83% of their portfolio Lady Lake, FL 92,85992.9k $9.1m $9.1m 0.83% New
22 Robertson Stephens Wealth Management, LLC 0.24% of their portfolio San Francisco, CA 87,00287.0k $8.5m $8.5m 0.24% Added +17.7k +17,686
23 Banco Santander, S.A. 0.05% of their portfolio Madrid, U3 68,91068.9k $6.7m $6.7m 0.05% Added +6.4k +6,374
24 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 54,91554.9k $5.3m $5.3m 0.00% Reduced -33.1k -33,054
25 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 52,09952.1k $5.1m $5.1m 0.03% Reduced -16.2k -16,237
26 Rathbones Group PLC 0.01% of their portfolio Liverpool, X0 50,92250.9k $5.0m $5.0m 0.01% Added +27.3k +27,313
27 FCA CORP /TX 1.39% of their portfolio HOUSTON, TX 50,72850.7k $4.9m $4.9m 1.39% Reduced -4.4k -4,367
28 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 48,82648.8k $4.8m $4.8m 0.00% Added +12.9k +12,926
29 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 46,14346.1k $4.5m $4.5m 0.00% Added +7.3k +7,319
30 PGIM Custom Harvest LLC 0.07% of their portfolio NEWARK, NJ 45,73745.7k $4.5m $4.5m 0.07% Reduced -1.4k -1,368
31 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 44,60044.6k $4.3m $4.3m 0.01% Added +6.9k +6,900
32 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 43,85043.9k $4.3m $4.3m 0.00% Reduced -6.0k -6,013
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 43,84543.8k $4.3m $4.3m 0.00% Reduced -9.2k -9,170
34 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 42,30942.3k $4.1m $4.1m 0.02% New
35 TRANSATLANTIQUE PRIVATE WEALTH LLC 1.21% of their portfolio NEW YORK, NY 39,71839.7k $3.9m $3.9m 1.21% Added +6.2k +6,250
36 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 38,48438.5k $3.8m $3.8m 0.01% Added +947 +947
37 FIL Ltd 0.00% of their portfolio HAMILTON, D0 36,36436.4k $3.6m $3.6m 0.00% Reduced -5.9k -5,882
38 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 36,31836.3k $3.5m $3.5m 0.00% Reduced -64.3k -64,310
39 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 34,83634.8k $3.4m $3.4m 0.02% Reduced -31.1k -31,065
40 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 33,63933.6k $3.3m $3.3m 0.01% Reduced -1.5k -1,499
41 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 30,51130.5k $3.0m $3.0m 0.00% Reduced -9.7k -9,733
42 Logan Stone Capital, LLC 0.70% of their portfolio CHICAGO, IL 29,16729.2k $2.8m $2.8m 0.70% New
43 Clarity Wealth Advisors, LLC 0.55% of their portfolio SAN JOSE, CA 27,45027.4k $2.7m $2.7m 0.55% Reduced -3.2k -3,232
44 Marex Group Ltd 0.03% of their portfolio London, X0 27,04227.0k $2.6m $2.6m 0.03% New
45 Vontobel Holding Ltd. 0.01% of their portfolio ZURICH, V8 26,70026.7k $2.6m $2.6m 0.01% New
46 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,98126.0k $2.5m $2.5m 0.00% Reduced -209 -209
47 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 25,79725.8k $2.5m $2.5m 0.02% Added +22.0k +21,995
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 23,38823.4k $2.3m $2.3m 0.00% Added +5.7k +5,666
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,23822.2k $2.2m $2.2m 0.00% Reduced -4.0k -3,965
50 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 21,34221.3k $2.1m $2.1m 0.01% Added +3.9k +3,879
51 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 20,51620.5k $2.0m $2.0m 0.01% Added +601 +601
52 Vestmark Advisory Solutions, Inc. 0.03% of their portfolio Wakefield, MA 19,95720.0k $1.9m $1.9m 0.03% New
53 ELEVATION POINT WEALTH PARTNERS, LLC 0.09% of their portfolio DENVER, CO 19,95720.0k $1.9m $1.9m 0.09% Added +289 +289
54 Marotta Asset Management 0.35% of their portfolio CHARLOTTESVILLE, VA 19,64919.6k $1.9m $1.9m 0.35% Reduced -368 -368
55 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% of their portfolio LOS ANGELES, CA 19,23919.2k $1.9m $1.9m 0.04% Added +388 +388
56 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 19,00619.0k $1.9m $1.9m 0.01% Added +1.5k +1,546
57 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,95419.0k $1.8m $1.8m 0.00% Reduced -422 -422
58 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 18,20718.2k $1.8m $1.8m 0.00% Reduced -2.5k -2,521
59 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 17,86017.9k $1.7m $1.7m 0.01% Added +1.1k +1,069
60 MANAGED ASSET PORTFOLIOS, LLC 0.21% of their portfolio ROCHESTER, MI 17,46917.5k $1.7m $1.7m 0.21% New
61 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 16,63916.6k $1.6m $1.6m 0.00% Added +16.3k +16,279
62 Invst, LLC 0.17% of their portfolio INDIANAPOLIS, IN 16,45416.5k $1.6m $1.6m 0.17% Reduced -73 -73
63 White Lighthouse Investment Management Inc. 0.22% of their portfolio BEDFORD, MA 16,27516.3k $1.6m $1.6m 0.22% Reduced -1.9k -1,896
64 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 15,98916.0k $1.6m $1.6m 0.03% Added +13.6k +13,631
65 Crescent Grove Advisors, LLC 0.15% of their portfolio LAKE FOREST, IL 15,94015.9k $1.6m $1.6m 0.15% Unchanged
66 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 14,86014.9k $1.4m $1.4m 0.00% Added +2.3k +2,344
67 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 14,70914.7k $1.4m $1.4m 0.01% Reduced -985 -985
68 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 14,36714.4k $1.4m $1.4m 0.01% Reduced -5.2k -5,198
69 FMR LLC 0.00% of their portfolio BOSTON, MA 14,11114.1k $1.4m $1.4m 0.00% Added +305 +305
70 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,10614.1k $1.4m $1.4m 0.00% Added +554 +554
71 DECISION INVESTMENTS, INC 1.48% of their portfolio SAN DIEGO, CA 13,85013.8k $1.3m $1.3m 1.48% First filing
72 Anson Capital, Inc. 0.93% of their portfolio TYRONE, GA 13,14913.1k $1.3m $1.3m 0.93% New
73 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 12,85412.9k $1.3m $1.3m 0.01% Added +206 +206
74 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 12,78512.8k $1.2m $1.2m 0.01% Added +1 +1
75 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 12,72712.7k $1.2m $1.2m 0.03% Reduced -200 -200
76 ICICI Prudential Asset Management Co Ltd 0.14% of their portfolio MUMBAI, K7 12,67512.7k $1.2m $1.2m 0.14% Unchanged
77 Ipsen Advisor Group LLC 0.87% of their portfolio LITTLE ROCK, AR 12,63912.6k $1.2m $1.2m 0.87% Added +174 +174
78 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 12,62812.6k $1.2m $1.2m 0.04% Reduced -531 -531
79 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 12,57212.6k $1.2m $1.2m 0.00% Reduced -1.5k -1,539
80 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 12,48412.5k $1.2m $1.2m 0.00% Reduced -97 -97
81 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 12,25712.3k $1.2m $1.2m 0.00% Reduced -421 -421
82 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 12,16412.2k $1.2m $1.2m 0.01% Added +499 +499
83 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 11,80211.8k $1.1m $1.1m 0.03% Added +75 +75
84 VIAWEALTH, LLC 0.64% of their portfolio Leawood, KS 11,72911.7k $1.1m $1.1m 0.64% New
85 MERIDIAN INVESTMENT COUNSEL INC. 0.27% of their portfolio LAFAYETTE, CA 11,70311.7k $1.1m $1.1m 0.27% Unchanged
86 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 11,00211.0k $1.1m $1.1m 0.01% Reduced -1 -1
87 CWM, LLC 0.00% of their portfolio OMAHA, NE 10,36010.4k $1.0m $1.0m 0.00% Added +295 +295
88 PARTNERS WEALTH MANAGEMENT, LLC 1.02% of their portfolio CARMEL BY THE SEA, CA 10,03110.0k $977.0k $977.0k 1.02% Added +2 +2
89 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 9,9419.9k $967.4k $967.4k 0.01% Added +3.5k +3,490
90 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,9139.9k $965.5k $965.5k 0.00% Added +211 +211
91 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 9,7219.7k $945.5k $945.5k 0.00% Added +7.0k +7,013
92 Maltin Wealth Management, Inc. 0.35% of their portfolio RIDGEWOOD, NJ 9,0459.0k $881.0k $881.0k 0.35% Reduced -14 -14
93 Avidian Wealth Enterprises, LLC 0.03% of their portfolio Houston, TX 8,9478.9k $871.4k $871.4k 0.03% Reduced -103 -103
94 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 8,6378.6k $841.2k $841.2k 0.00% Reduced -425 -425
95 Cassaday & Co Wealth Management LLC 0.02% of their portfolio MCLEAN, VA 8,3138.3k $809.7k $809.7k 0.02% Added +2.3k +2,313
96 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 8,2798.3k $806.4k $806.4k 0.00% Added +142 +142
97 B. Riley Wealth Advisors, Inc. 0.04% of their portfolio MEMPHIS, TN 8,1798.2k $796.6k $796.6k 0.04% Added +5 +5
98 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 8,0308.0k $782.2k $782.2k 0.00% Added +3.5k +3,508
99 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 7,6727.7k $747.2k $747.2k 0.01% Reduced -1.2k -1,228
100 Anchor Investment Management, LLC 0.06% of their portfolio COLUMBIA, SC 7,4707.5k $727.5k $727.5k 0.06% Added +2 +2