Vault-13

ISHARES TR IXJ

GLOB HLTHCRE ETF · ETP · CUSIP 464287325

303 institutional holders +17 vs Q1 2026
27,793,95527.8m shares reported held*
$2.7bnreported value*
46 new 93 added 75 reduced 25 sold out net bought ≈ $118.8m (+1.2m 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 ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $98.40. Options: 1 managers hold calls ($295.1k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 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: 286Q2 26: 303303Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026303

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 99 bought or addedQ1 26: 121 cut or sold outQ2 26: 139 bought or addedQ2 26: 100 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202492118
Q4 202494123
Q1 202583115
Q2 2025108116
Q3 202578115
Q4 2025131103
Q1 202699121
Q2 2026139100

Calls vs puts

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

CallsPuts
$0$100k$200k$300k$400kQ3 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 —Q2 26 calls: $295.1kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$354.5k$00.00
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$295.1k$00.00

Biggest buyers

ASSETMARK, INC Added +786,388+786.4k
FIL Ltd Added +745,236+745.2k
CI INVESTMENTS INC. New +719,900+719.9k
MORGAN STANLEY Added +501,291+501.3k
MANAGED ASSET PORTFOLIOS, LLC New +78,965+79.0k
SG Americas Securities, LLC Added +78,839+78.8k
ENVESTNET ASSET MANAGEMENT INC Added +46,194+46.2k
Banque Transatlantique SA New +44,273+44.3k
Robertson Stephens Wealth Management, LLC Added +22,765+22.8k
Cetera Investment Advisers Added +22,685+22.7k

Biggest sellers

Phoenix Financial Ltd. Reduced -1,050,000-1.1m
JANE STREET GROUP, LLC Reduced -319,883-319.9k
BlackRock, Inc. Reduced -149,610-149.6k
Fisher Asset Management, LLC Reduced -147,811-147.8k
JPMORGAN CHASE & CO Reduced -141,989-142.0k
BANK OF AMERICA CORP /DE/ Reduced -133,097-133.1k
CITADEL ADVISORS LLC Sold out -56,307-56.3k
Rathbones Group PLC Reduced -23,498-23.5k
Ipsen Advisor Group LLC Sold out -13,215-13.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -12,868-12.9k

Biggest calls

CITADEL ADVISORS LLC New $295.1k3.0k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.02% of their portfolio New York, NY 13,781,56613.8m $1.4bn $1.4bn 0.02% Reduced -149.6k -149,610
2 Phoenix Financial Ltd. 1.80% of their portfolio Givatayim, L3 2,684,0002.7m $264.1m $264.1m 1.80% Reduced -1.1m -1,050,000
3 Fisher Asset Management, LLC 0.06% of their portfolio PLANO, TX 2,113,4462.1m $207.9m $207.9m 0.06% Reduced -147.8k -147,811
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,030,2121.0m $101.4m $101.4m 0.01% Reduced -133.1k -133,097
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 945,984946.0k $93.1m $93.1m 0.00% Added +501.3k +501,291
6 ASSETMARK, INC 0.13% of their portfolio CONCORD, CA 786,480786.5k $77.4m $77.4m 0.13% Added +786.4k +786,388
7 FIL Ltd 0.06% of their portfolio HAMILTON, D0 776,264776.3k $76.6m $76.6m 0.06% Added +745.2k +745,236
8 CI INVESTMENTS INC. 0.23% of their portfolio TORONTO, Z4 719,900719.9k $70.8m $70.8m 0.23% New
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 310,990311.0k $30.9m $30.9m 0.00% Reduced -142.0k -141,989
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 308,296308.3k $30.3m $30.3m 0.00% Added +20.7k +20,680
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 231,651231.7k $22.8m $22.8m 0.00% Added +5.8k +5,751
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 217,217217.2k $21.4m $21.4m 0.00% Added +18.0k +17,965
13 Jupiter Topco LLC 0.01% of their portfolio NEW YORK, NY 183,020183.0k $18.0m $18.0m 0.01% First filing
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 183,017183.0k $18.0m $18.0m 0.00% Added +6.4k +6,397
15 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 166,548166.5k $16.4m $16.4m 0.01% Reduced -2.2k -2,250
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 165,149165.1k $16.2m $16.2m 0.00% Added +12.3k +12,274
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 148,494148.5k $14.6m $14.6m 0.00% Added +46.2k +46,194
18 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 138,873138.9k $13.7m $13.7m 0.01% Added +3.2k +3,226
19 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 127,640127.6k $12.6m $12.6m 0.01% Reduced -319.9k -319,883
20 Federation des caisses Desjardins du Quebec 0.04% of their portfolio LEVIS, A8 125,906125.9k $12.4m $12.4m 0.04% Reduced -250 -250
21 Banco Santander, S.A. 0.07% of their portfolio Madrid, U3 118,275118.3k $11.6m $11.6m 0.07% Added +2.9k +2,893
22 Robertson Stephens Wealth Management, LLC 0.28% of their portfolio San Francisco, CA 115,873115.9k $11.4m $11.4m 0.28% Added +22.8k +22,765
23 KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 1.98% of their portfolio SKOPJE, 1U 104,285104.3k $10.3m $10.3m 1.98% First filing
24 Royal Fund Management, LLC 0.80% of their portfolio Lady Lake, FL 97,32597.3k $9.6m $9.6m 0.80% Added +5.3k +5,314
25 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 83,18783.2k $8.2m $8.2m 0.01% Reduced -807 -807
26 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 82,02982.0k $8.1m $8.1m 0.00% Added +78.8k +78,839
27 MANAGED ASSET PORTFOLIOS, LLC 0.89% of their portfolio ROCHESTER, MI 78,96579.0k $7.8m $7.8m 0.89% New
28 PGIM Custom Harvest LLC 0.07% of their portfolio NEWARK, NJ 60,43460.4k $5.9m $5.9m 0.07% Added +2.5k +2,462
29 FCA CORP /TX 1.30% of their portfolio HOUSTON, TX 53,84653.8k $5.3m $5.3m 1.30% Added +2.4k +2,440
30 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 49,18049.2k $4.8m $4.8m 0.00% Added +22.7k +22,685
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 48,22148.2k $4.7m $4.7m 0.00% Added +1.1k +1,080
32 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 47,80047.8k $4.7m $4.7m 0.01% Reduced -10.8k -10,800
33 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 46,10546.1k $4.5m $4.5m 0.01% Added +7.9k +7,867
34 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 44,91544.9k $4.4m $4.4m 0.00% Reduced -10.0k -10,000
35 Banque Transatlantique SA 0.09% of their portfolio PARIS, I0 44,27344.3k $4.4m $4.4m 0.09% New
36 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 41,59441.6k $4.1m $4.1m 0.02% Reduced -776 -776
37 SCOTIA CAPITAL INC. 0.02% of their portfolio TORONTO, A6 41,13741.1k $4.0m $4.0m 0.02% Added +21.1k +21,118
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 38,87938.9k $3.8m $3.8m 0.00% Added +5.4k +5,419
39 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 38,55638.6k $3.8m $3.8m 0.00% Reduced -5.1k -5,136
40 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 37,77737.8k $3.7m $3.7m 0.03% Added +2.6k +2,600
41 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 31,98532.0k $3.1m $3.1m 0.01% Reduced -776 -776
42 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 31,57231.6k $3.1m $3.1m 0.00% Added +5.4k +5,381
43 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 30,19630.2k $3.0m $3.0m 0.01% Added +1.2k +1,211
44 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 28,66928.7k $2.8m $2.8m 0.00% Reduced -1.2k -1,214
45 Rathbones Group PLC 0.01% of their portfolio Liverpool, X0 27,98428.0k $2.8m $2.8m 0.01% Reduced -23.5k -23,498
46 Vontobel Holding Ltd. 0.01% of their portfolio ZURICH, V8 26,70026.7k $2.6m $2.6m 0.01% Unchanged
47 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,68526.7k $2.6m $2.6m 0.00% Reduced -668 -668
48 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 26,65626.7k $2.6m $2.6m 0.00% Added +13.3k +13,329
49 VIAWEALTH, LLC 1.31% of their portfolio Leawood, KS 26,41126.4k $2.6m $2.6m 1.31% Added +3.5k +3,492
50 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 24,30324.3k $2.4m $2.4m 0.00% Added +5.9k +5,914
51 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 24,09824.1k $2.4m $2.4m 0.01% Reduced -3.9k -3,856
52 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 23,95224.0k $2.4m $2.4m 0.01% Added +7.0k +7,010
53 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 21,76621.8k $2.1m $2.1m 0.01% Added +1.4k +1,407
54 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 21,72921.7k $2.1m $2.1m 0.00% Added +181 +181
55 Legacy Wealth Partners, LLC 0.47% of their portfolio Lakewood, CO 21,36721.4k $2.1m $2.1m 0.47% New
56 Logan Stone Capital, LLC 0.41% of their portfolio CHICAGO, IL 19,72319.7k $1.9m $1.9m 0.41% Reduced -9.5k -9,484
57 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 19,70319.7k $1.9m $1.9m 0.03% Added +1.6k +1,560
58 Clarity Wealth Advisors, LLC 0.33% of their portfolio SAN JOSE, CA 19,02919.0k $1.9m $1.9m 0.33% Reduced -5.9k -5,863
59 FLOW TRADERS U.S. LLC 0.08% of their portfolio NEW YORK, NY 18,97719.0k $1.9m $1.9m 0.08% Added +5.2k +5,217
60 Marotta Asset Management 0.31% of their portfolio CHARLOTTESVILLE, VA 18,89118.9k $1.9m $1.9m 0.31% Reduced -758 -758
61 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 18,82018.8k $1.9m $1.9m 0.01% Reduced -1.1k -1,054
62 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 18,51618.5k $1.8m $1.8m 0.03% Added +85 +85
63 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,90517.9k $1.8m $1.8m 0.01% Reduced -1.8k -1,831
64 Anson Capital, Inc. 1.10% of their portfolio TYRONE, GA 17,10917.1k $1.7m $1.7m 1.10% Added +1.8k +1,808
65 Balefire, LLC 0.27% of their portfolio DALLAS, TX 17,07817.1k $1.7m $1.7m 0.27% New
66 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 16,99117.0k $1.7m $1.7m 0.02% Added +13.1k +13,076
67 Gladstone Institutional Advisory LLC 0.05% of their portfolio Bedminster, NJ 16,92116.9k $1.7m $1.7m 0.05% Added +4.6k +4,560
68 White Lighthouse Investment Management Inc. 0.20% of their portfolio BEDFORD, MA 16,12516.1k $1.6m $1.6m 0.20% Reduced -150 -150
69 FMR LLC 0.00% of their portfolio BOSTON, MA 16,11616.1k $1.6m $1.6m 0.00% Added +1.4k +1,412
70 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 15,50315.5k $1.5m $1.5m 0.00% Added +712 +712
71 Invst, LLC 0.15% of their portfolio INDIANAPOLIS, IN 15,13515.1k $1.5m $1.5m 0.15% Reduced -483 -483
72 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 13,95914.0k $1.4m $1.4m 0.00% Added +1.2k +1,247
73 DECISION INVESTMENTS, INC 1.21% of their portfolio SAN DIEGO, CA 13,56313.6k $1.3m $1.3m 1.21% Added +145 +145
74 ICICI Prudential Asset Management Co Ltd 0.14% of their portfolio MUMBAI, K7 12,67512.7k $1.3m $1.3m 0.14% Unchanged
75 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 12,49312.5k $1.2m $1.2m 0.01% Reduced -803 -803
76 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 12,23712.2k $1.2m $1.2m 0.01% Reduced -1.1k -1,064
77 Algorithmic Investment Models, LLC 1.39% of their portfolio Boston, MA 12,16612.2k $1.2m $1.2m 1.39% New
78 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 12,12912.1k $1.2m $1.2m 0.03% Reduced -99 -99
79 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,98812.0k $1.2m $1.2m 0.00% Reduced -2.2k -2,171
80 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 11,95112.0k $1.2m $1.2m 0.00% Reduced -4.7k -4,663
81 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 11,91711.9k $1.2m $1.2m 0.01% Added +3.8k +3,754
82 Gateway Wealth Partners, LLC 0.07% of their portfolio APPLETON, WI 11,78111.8k $1.2m $1.2m 0.07% New
83 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 11,74411.7k $1.2m $1.2m 0.01% Added +742 +742
84 MERIDIAN INVESTMENT COUNSEL INC. 0.24% of their portfolio LAFAYETTE, CA 11,50311.5k $1.1m $1.1m 0.24% Reduced -200 -200
85 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 11,00311.0k $1.1m $1.1m 0.00% Added +2.9k +2,909
86 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,23610.2k $1.0m $1.0m 0.00% Reduced -5.1k -5,125
87 PARTNERS WEALTH MANAGEMENT, LLC 0.96% of their portfolio CARMEL BY THE SEA, CA 9,9319.9k $977.0k $977.0k 0.96% Reduced -65 -65
88 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 9,3209.3k $916.9k $916.9k 0.01% Added +8.7k +8,720
89 Maltin Wealth Management, Inc. 0.30% of their portfolio RIDGEWOOD, NJ 9,1509.2k $900.2k $900.2k 0.30% Added +72 +72
90 Avidian Wealth Enterprises, LLC 0.02% of their portfolio Houston, TX 9,1259.1k $897.7k $897.7k 0.02% Added +174 +174
91 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 8,7848.8k $864.2k $864.2k 0.00% Reduced -358 -358
92 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 8,4658.5k $832.3k $832.3k 0.00% Reduced -3.2k -3,224
93 Cassaday & Co Wealth Management LLC 0.02% of their portfolio MCLEAN, VA 8,3008.3k $816.6k $816.6k 0.02% Unchanged
94 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 8,0048.0k $787.4k $787.4k 0.02% Reduced -233 -233
95 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 7,9548.0k $782.0k $782.0k 0.00% Unchanged
96 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 7,8407.8k $771.3k $771.3k 0.00% Reduced -3.7k -3,739
97 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 7,3177.3k $719.8k $719.8k 0.01% Added +760 +760
98 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 7,2907.3k $717.2k $717.2k 0.00% Added +738 +738
99 Investor's Fiduciary Advisor Network, LLC 0.24% of their portfolio SNOQUALMIE, WA 7,1477.1k $703.0k $703.0k 0.24% Reduced -79 -79
100 GFS Advisors, LLC 0.02% of their portfolio HOUSTON, TX 6,9817.0k $329.9k $329.9k 0.02% Added +4.1k +4,079