Vault-13

ISHARES TR IXJ

GLOB HLTHCRE ETF · ETP · CUSIP 464287325

286 institutional holders -8 vs Q4 2025
26,825,42126.8m shares reported held*
$2.5bnreported value*
29 new 70 added 87 reduced 34 sold out net sold ≈ $692.2m (-7.4m 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 ($755.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $93.52.

Trends to Q1 2026

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: 294Q1 26: 286286Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026286

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 131 bought or addedQ4 25: 103 cut or sold outQ1 26: 99 bought or addedQ1 26: 121 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202498114
Q3 202492118
Q4 202494123
Q1 202583115
Q2 2025108116
Q3 202578115
Q4 2025131103
Q1 202699121

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ2 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 —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$490.7k$00.00
Q3 2025$354.5k$00.00
Q4 2025$0$0—
Q1 2026$0$0—

Biggest buyers

Phoenix Financial Ltd. Added +1,609,220+1.6m
JANE STREET GROUP, LLC Added +411,205+411.2k
BANK OF MONTREAL /CAN/ Added +62,725+62.7k
Banco Santander, S.A. Added +46,472+46.5k
Farther Finance Advisors, LLC Added +34,693+34.7k
MORGAN STANLEY Added +22,768+22.8k
UBS Group AG Added +20,096+20.1k
TD Waterhouse Canada Inc. Added +19,044+19.0k
RAYMOND JAMES FINANCIAL INC Added +18,289+18.3k
Qube Research & Technologies Ltd New +16,614+16.6k

Biggest sellers

Fisher Asset Management, LLC Reduced -5,771,341-5.8m
BANK OF AMERICA CORP /DE/ Reduced -1,256,903-1.3m
Richard Bernstein Advisors LLC Reduced -887,197-887.2k
AMERIPRISE FINANCIAL INC Reduced -842,071-842.1k
BlackRock, Inc. Reduced -276,229-276.2k
Federation des caisses Desjardins du Quebec Reduced -163,339-163.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -130,856-130.9k
Hamilton Wealth, LLC Sold out -95,799-95.8k
Leo Wealth, LLC Reduced -27,099-27.1k
Marex Group Ltd Sold out -27,042-27.0k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.02% of their portfolio New York, NY 13,931,17613.9m $1.3bn $1.3bn 0.02% Reduced -276.2k -276,229
2 Phoenix Financial Ltd. 3.31% of their portfolio Givatayim, L3 3,734,0003.7m $349.3m $349.3m 3.31% Added +1.6m +1,609,220
3 Fisher Asset Management, LLC 0.07% of their portfolio PLANO, TX 2,261,2572.3m $211.5m $211.5m 0.07% Reduced -5.8m -5,771,341
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,163,3091.2m $108.8m $108.8m 0.01% Reduced -1.3m -1,256,903
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 452,979453.0k $41.6m $41.6m 0.00% Reduced -21.8k -21,838
6 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 447,523447.5k $41.9m $41.9m 0.04% Added +411.2k +411,205
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 444,693444.7k $41.6m $41.6m 0.00% Added +22.8k +22,768
8 Richard Bernstein Advisors LLC 1.08% of their portfolio NEW YORK, NY 397,027397.0k $37.1m $37.1m 1.08% Reduced -887.2k -887,197
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 287,616287.6k $26.9m $26.9m 0.00% Added +20.1k +20,096
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 225,900225.9k $21.1m $21.1m 0.00% Reduced -5.2k -5,235
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 199,252199.3k $18.6m $18.6m 0.00% Reduced -16.4k -16,384
12 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 176,620176.6k $16.5m $16.5m 0.01% Added +18.3k +18,289
13 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 168,798168.8k $15.8m $15.8m 0.01% Added +62.7k +62,725
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 152,875152.9k $14.3m $14.3m 0.00% Added +6.3k +6,303
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 135,647135.6k $12.7m $12.7m 0.01% Added +1.3k +1,336
16 Federation des caisses Desjardins du Quebec 0.04% of their portfolio LEVIS, A8 126,156126.2k $11.8m $11.8m 0.04% Reduced -163.3k -163,339
17 Leo Wealth, LLC 0.81% of their portfolio HURST, TX 119,699119.7k $11.2m $11.2m 0.81% Reduced -27.1k -27,099
18 Banco Santander, S.A. 0.09% of their portfolio Madrid, U3 115,382115.4k $10.8m $10.8m 0.09% Added +46.5k +46,472
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 102,300102.3k $9.6m $9.6m 0.00% Reduced -130.9k -130,856
20 Robertson Stephens Wealth Management, LLC 0.24% of their portfolio San Francisco, CA 93,10893.1k $8.7m $8.7m 0.24% Added +6.1k +6,106
21 Royal Fund Management, LLC 0.83% of their portfolio Lady Lake, FL 92,01192.0k $8.6m $8.6m 0.83% Reduced -848 -848
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 83,99484.0k $7.9m $7.9m 0.01% Reduced -23.0k -22,953
23 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 58,60058.6k $5.5m $5.5m 0.02% Added +14.0k +14,000
24 PGIM Custom Harvest LLC 0.08% of their portfolio NEWARK, NJ 57,97258.0k $5.4m $5.4m 0.08% Added +12.2k +12,235
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 56,30756.3k $5.3m $5.3m 0.00% Added +7.5k +7,481
26 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 54,91554.9k $5.1m $5.1m 0.00% Unchanged
27 Rathbones Group PLC 0.01% of their portfolio Liverpool, X0 51,48251.5k $4.8m $4.8m 0.01% Added +560 +560
28 FCA CORP /TX 1.36% of their portfolio HOUSTON, TX 51,40651.4k $4.8m $4.8m 1.36% Added +678 +678
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 47,14147.1k $4.4m $4.4m 0.00% Added +3.3k +3,296
30 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 43,69243.7k $4.1m $4.1m 0.00% Reduced -158 -158
31 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 42,37042.4k $4.0m $4.0m 0.02% Added +61 +61
32 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 38,23838.2k $3.6m $3.6m 0.01% Reduced -246 -246
33 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 35,17735.2k $3.3m $3.3m 0.03% Added +34.7k +34,693
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 33,46033.5k $3.1m $3.1m 0.00% Added +10.1k +10,072
35 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 32,76132.8k $3.1m $3.1m 0.01% Reduced -878 -878
36 FIL Ltd 0.00% of their portfolio HAMILTON, D0 31,02831.0k $2.9m $2.9m 0.00% Reduced -5.3k -5,336
37 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 29,88329.9k $2.8m $2.8m 0.00% Reduced -628 -628
38 Logan Stone Capital, LLC 0.76% of their portfolio CHICAGO, IL 29,20729.2k $2.7m $2.7m 0.76% Added +40 +40
39 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 28,98529.0k $2.7m $2.7m 0.01% Added +19.0k +19,044
40 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 27,95428.0k $2.7m $2.7m 0.02% Reduced -24.1k -24,145
41 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 27,35327.4k $2.6m $2.6m 0.00% Added +1.4k +1,372
42 Vontobel Holding Ltd. 0.01% of their portfolio ZURICH, V8 26,70026.7k $2.5m $2.5m 0.01% Unchanged
43 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 26,49526.5k $2.5m $2.5m 0.00% Reduced -19.6k -19,648
44 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 26,19126.2k $2.4m $2.4m 0.00% Added +9.6k +9,552
45 Clarity Wealth Advisors, LLC 0.48% of their portfolio SAN JOSE, CA 24,89224.9k $2.3m $2.3m 0.48% Reduced -2.6k -2,558
46 VIAWEALTH, LLC 1.19% of their portfolio Leawood, KS 22,91922.9k $2.1m $2.1m 1.19% Added +11.2k +11,190
47 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 21,54821.5k $2.0m $2.0m 0.00% Reduced -842.1k -842,071
48 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 20,35920.4k $1.9m $1.9m 0.01% Added +15.0k +15,044
49 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 20,01920.0k $1.9m $1.9m 0.01% Reduced -497 -497
50 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 19,87419.9k $1.9m $1.9m 0.01% Reduced -5.9k -5,923
51 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 19,73619.7k $1.8m $1.8m 0.01% Added +730 +730
52 Marotta Asset Management 0.34% of their portfolio CHARLOTTESVILLE, VA 19,64919.6k $1.9m $1.9m 0.34% Unchanged
53 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 18,43118.4k $1.7m $1.7m 0.03% Reduced -808 -808
54 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 18,38918.4k $1.7m $1.7m 0.00% Added +3.5k +3,529
55 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 18,14318.1k $1.7m $1.7m 0.03% Added +2.2k +2,154
56 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 16,94216.9k $1.6m $1.6m 0.01% Reduced -17.9k -17,894
57 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 16,61416.6k $1.6m $1.6m 0.00% New
58 White Lighthouse Investment Management Inc. 0.21% of their portfolio BEDFORD, MA 16,27516.3k $1.5m $1.5m 0.21% Unchanged
59 Invst, LLC 0.17% of their portfolio INDIANAPOLIS, IN 15,61815.6k $1.5m $1.5m 0.17% Reduced -836 -836
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 15,36115.4k $1.4m $1.4m 0.00% Reduced -3.6k -3,593
61 Anson Capital, Inc. 0.98% of their portfolio TYRONE, GA 15,30115.3k $1.4m $1.4m 0.98% Added +2.2k +2,152
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,28915.3k $1.4m $1.4m 0.00% Reduced -6.9k -6,949
63 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 14,79114.8k $1.4m $1.4m 0.00% Added +2.5k +2,534
64 FMR LLC 0.00% of their portfolio BOSTON, MA 14,70414.7k $1.4m $1.4m 0.00% Added +593 +593
65 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,15914.2k $1.3m $1.3m 0.00% Added +53 +53
66 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 13,76013.8k $1.3m $1.3m 0.04% New
67 DECISION INVESTMENTS, INC 1.43% of their portfolio SAN DIEGO, CA 13,41813.4k $1.3m $1.3m 1.43% Reduced -432 -432
68 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,32713.3k $1.2m $1.2m 0.00% Reduced -4.9k -4,880
69 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 13,30113.3k $1.2m $1.2m 0.01% Reduced -1.1k -1,066
70 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 13,29613.3k $1.2m $1.2m 0.01% Added +442 +442
71 Ipsen Advisor Group LLC 0.86% of their portfolio LITTLE ROCK, AR 13,21513.2k $1.2m $1.2m 0.86% Added +576 +576
72 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 12,71212.7k $1.2m $1.2m 0.00% Added +228 +228
73 ICICI Prudential Asset Management Co Ltd 0.14% of their portfolio MUMBAI, K7 12,67512.7k $1.2m $1.2m 0.14% Unchanged
74 Gladstone Institutional Advisory LLC 0.04% of their portfolio Bedminster, NJ 12,36112.4k $1.2m $1.2m 0.04% Added +6.5k +6,457
75 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 12,22812.2k $1.1m $1.1m 0.03% Added +426 +426
76 MERIDIAN INVESTMENT COUNSEL INC. 0.26% of their portfolio LAFAYETTE, CA 11,70311.7k $1.1m $1.1m 0.26% Unchanged
77 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 11,68911.7k $1.1m $1.1m 0.00% Added +2.0k +1,968
78 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 11,57911.6k $1.1m $1.1m 0.00% Reduced -3.1k -3,130
79 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 11,00211.0k $1.0m $1.0m 0.01% Unchanged
80 CWM, LLC 0.00% of their portfolio OMAHA, NE 10,12710.1k $947.3k $947.3k 0.00% Reduced -233 -233
81 PARTNERS WEALTH MANAGEMENT, LLC 0.96% of their portfolio CARMEL BY THE SEA, CA 9,99610.0k $935.0k $935.0k 0.96% Reduced -35 -35
82 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,1429.1k $855.1k $855.1k 0.00% Added +505 +505
83 Maltin Wealth Management, Inc. 0.32% of their portfolio RIDGEWOOD, NJ 9,0789.1k $849.1k $849.1k 0.32% Added +33 +33
84 Avidian Wealth Enterprises, LLC 0.03% of their portfolio Houston, TX 8,9519.0k $837.3k $837.3k 0.03% Added +4 +4
85 Cassaday & Co Wealth Management LLC 0.02% of their portfolio MCLEAN, VA 8,3008.3k $776.4k $776.4k 0.02% Reduced -13 -13
86 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 8,2378.2k $770.5k $770.5k 0.03% Reduced -4.4k -4,391
87 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 8,1638.2k $763.5k $763.5k 0.00% Reduced -9.7k -9,697
88 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 8,0948.1k $757.1k $757.1k 0.00% Reduced -185 -185
89 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 7,9548.0k $744.0k $744.0k 0.00% Added +3.3k +3,284
90 READYSTATE ASSET MANAGEMENT LP 0.04% of their portfolio CHICAGO, IL 7,8227.8k $731.7k $731.7k 0.04% New
91 Anchor Investment Management, LLC 0.06% of their portfolio COLUMBIA, SC 7,5357.5k $704.8k $704.8k 0.06% Added +65 +65
92 Investor's Fiduciary Advisor Network, LLC 0.21% of their portfolio SNOQUALMIE, WA 7,2267.2k $675.0k $675.0k 0.21% Added +797 +797
93 ELEVATION POINT WEALTH PARTNERS, LLC 0.02% of their portfolio DENVER, CO 7,0487.0k $659.3k $659.3k 0.02% Reduced -12.9k -12,909
94 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 6,8166.8k $637.6k $637.6k 0.00% Added +736 +736
95 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 6,7906.8k $635.2k $635.2k 0.01% Reduced -13.2k -13,167
96 ELCO Management Co., LLC 0.30% of their portfolio New York, NY 6,6276.6k $619.9k $619.9k 0.30% Reduced -82 -82
97 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 6,5576.6k $613.4k $613.4k 0.01% Added +2.7k +2,684
98 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 6,5526.6k $612.9k $612.9k 0.00% Reduced -686 -686
99 Fosun International Ltd 0.15% of their portfolio HONG KONG, F4 6,4616.5k $604.4k $604.4k 0.15% Unchanged
100 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,3206.3k $591.2k $591.2k 0.00% Added +1.2k +1,203