Vault-13

ISHARES TR IYH

US HLTHCARE ETF · ETP · CUSIP 464287762

428 institutional holders
5,141,2045.1m shares reported held*
$1.3bnreported value*

* 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 ($12.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $253.68. Options: 1 managers hold calls ($2.7m notional), 1 hold puts ($405.0k).

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP — $2.7m10.6k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP — $405.0k1.6k shares

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.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: FIL Ltd (0.0%, 2026-05-06)

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 405,680405.7k $102.6m $102.6m 0.01% —
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 394,096394.1k $99.7m $99.7m 0.01% —
3 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 374,044374.0k $94.6m $94.6m 0.09% —
4 UBS Group AG 0.05% of their portfolio ZURICH, V8 342,078342.1k $86.5m $86.5m 0.05% —
5 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 248,191248.2k $62.8m $62.8m 0.04% —
6 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio Toronto, A6 229,529229.5k $58.1m $58.1m 0.04% —
7 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 224,889224.9k $56.9m $56.9m 0.02% —
8 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 218,928218.9k $55.4m $55.4m 0.02% —
9 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 192,095192.1k $48.6m $48.6m 0.02% —
10 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 135,201135.2k $34.2m $34.2m 0.08% —
11 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 105,089105.1k $26.3m $26.3m 0.01% —
12 Raymond James Financial Services Advisors, Inc. 0.05% of their portfolio ST. PETERSBURG, FL 94,85694.9k $24.0m $24.0m 0.05% —
13 RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio ST PETERSBURG, FL 91,55391.6k $23.2m $23.2m 0.02% —
14 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 83,89183.9k $21.2m $21.2m 0.05% —
15 OAKWORTH CAPITAL, INC. 2.30% of their portfolio BIRMINGHAM, AL 82,15682.2k $20.8m $20.8m 2.30% —
16 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 76,02876.0k $19.3m $19.3m 0.05% —
17 55I, LLC 0.38% of their portfolio BOSTON, MA 54,26554.3k $13.7m $13.7m 0.38% —
18 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 50,94350.9k $12.9m $12.9m 0.07% —
19 BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio PARIS, I0 50,59350.6k $12.8m $12.8m 0.03% —
20 PRUDENTIAL FINANCIAL INC 0.02% of their portfolio NEWARK, NJ 48,34348.3k $12.4m $12.4m 0.02% —
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.07% of their portfolio IRVING, TX 44,95745.0k $11.4m $11.4m 0.07% —
22 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 41,35541.4k $10.5m $10.5m 0.03% —
23 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 35,55035.5k $9.0m $9.0m 0.07% —
24 Sowa Financial Group, Inc. 6.88% of their portfolio LINCOLN, RI 34,43434.4k $8.7m $8.7m 6.88% —
25 BARINGS LLC 0.34% of their portfolio CHARLOTTE, NC 33,47333.5k $8.5m $8.5m 0.34% —
26 Prospera Financial Services Inc 0.43% of their portfolio Dallas, TX 32,38032.4k $8.2m $8.2m 0.43% —
27 PEAPACK GLADSTONE FINANCIAL CORP 0.15% of their portfolio BEDMINSTER, NJ 28,73328.7k $7.3m $7.3m 0.15% —
28 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.26% of their portfolio PORTLAND, OR 26,63826.6k $6.7m $6.7m 0.26% —
29 GREAT LAKES ADVISORS, LLC 0.15% of their portfolio CHICAGO, IL 26,54926.5k $6.7m $6.7m 0.15% —
30 Steward Partners Investment Advisory, LLC 0.12% of their portfolio STAMFORD, CT 25,80425.8k $6.5m $6.5m 0.12% —
31 PARK AVENUE SECURITIES LLC 0.13% of their portfolio NEW YORK, NY 25,32025.3k $6.4m $6.4m 0.13% —
32 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 23,92423.9k $6.1m $6.1m 0.01% —
33 Royal Fund Management, LLC 1.11% of their portfolio Lady Lake, FL 23,63123.6k $6.0m $6.0m 1.11% —
34 MCMORGAN & CO LLC 1.35% of their portfolio SAN FRANCISCO, CA 22,54422.5k $5.7m $5.7m 1.35% —
35 SP Asset Management 0.76% of their portfolio CUPERTINO, CA 22,04822.0k $5.6m $5.6m 0.76% —
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 21,50621.5k $5.4m $5.4m 0.01% —
37 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 21,49321.5k $5.4m $5.4m 0.06% —
38 CONSOLIDATED CAPITAL MANAGEMENT, LLC 3.34% of their portfolio BURBANK, CA 21,00321.0k $5.3m $5.3m 3.34% —
39 Connecticut Wealth Management, LLC 0.49% of their portfolio FARMINGTON, CT 20,90020.9k $5.3m $5.3m 0.49% —
40 Stillwater Capital Advisors, LLC 1.20% of their portfolio DEVON, PA 20,87320.9k $5.3m $5.3m 1.20% —
41 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 20,78020.8k $5.3m $5.3m 0.04% —
42 ETFIDEA, LLC 2.59% of their portfolio SYRACUSE, NY 19,83219.8k $5.0m $5.0m 2.59% —
43 Capital Investment Advisors, LLC 0.17% of their portfolio ATLANTA, GA 19,28819.3k $4.9m $4.9m 0.17% —
44 PETTYJOHN, WOOD & WHITE, INC 1.30% of their portfolio LYNCHBURG, VA 19,25919.3k $4.9m $4.9m 1.30% —
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 18,93118.9k $4.8m $4.8m 0.01% —
46 First Citizens Financial Corp 4.53% of their portfolio MASON CITY, IA 18,19618.2k $4.6m $4.6m 4.53% —
47 CX Institutional 0.31% of their portfolio AUBURN, IN 17,48417.5k $4.4m $4.4m 0.31% —
48 CW Advisors, LLC 0.11% of their portfolio BOSTON, MA 16,72316.7k $4.2m $4.2m 0.11% —
49 Goodwin Investment Advisory 2.99% of their portfolio WOODSTOCK, GA 15,61815.6k $4.0m $4.0m 2.99% —
50 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 14,53514.5k $4.0m $4.0m 0.00% —
51 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 14,48914.5k $3.7m $3.7m 0.00% —
52 Fort Point Capital Partners LLC 0.67% of their portfolio San Francisco, CA 14,13614.1k $3.6m $3.6m 0.67% —
53 FLOW TRADERS U.S. LLC 0.19% of their portfolio NEW YORK, NY 13,62113.6k $3.4m $3.4m 0.19% —
54 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 13,58313.6k $3.4m $3.4m 0.01% —
55 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 13,33913.3k $3.4m $3.4m 0.00% —
56 HC Advisors, LLC 2.18% of their portfolio SANDY SPRINGS, GA 12,49312.5k $3.2m $3.2m 2.18% —
57 Brookstone Capital Management 0.07% of their portfolio WHEATON, IL 12,10412.1k $3.1m $3.1m 0.07% —
58 Essex LLC 0.99% of their portfolio DEER PARK, IL 11,88411.9k $3.0m $3.0m 0.99% —
59 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 11,79011.8k $3.0m $3.0m 0.03% —
60 J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,29711.3k $2.9m $2.9m 0.01% —
61 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,86510.9k $2.7m $2.7m 0.00% —
62 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,84710.8k $2.7m $2.7m 0.00% —
63 WEALTHSOURCE PARTNERS, LLC 0.20% of their portfolio SAN LUIS OBISPO, CA 10,69710.7k $2.7m $2.7m 0.20% —
64 BRR OpCo, LLC 0.31% of their portfolio COLUMBUS, OH 10,09610.1k $2.6m $2.6m 0.31% —
65 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 9,96410.0k $2.5m $2.5m 0.01% —
66 Keel Point, LLC 0.43% of their portfolio HUNTSVILLE, AL 9,8069.8k $2.5m $2.5m 0.43% —
67 Atria Wealth Solutions, Inc. 0.04% of their portfolio NEW YORK, NY 9,7509.8k $2.5m $2.5m 0.04% —
68 HWG Holdings LP 1.71% of their portfolio HOUSTON, TX 9,3819.4k $2.4m $2.4m 1.71% —
69 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 9,0409.0k $2.3m $2.3m 0.01% —
70 Mine & Arao Wealth Creation & Management, LLC. 1.68% of their portfolio CAMPBELL, CA 9,0389.0k $2.3m $2.3m 1.68% —
71 Conservest Capital Advisors, Inc. 0.31% of their portfolio WYNNEWOOD, PA 8,7678.8k $2.2m $2.2m 0.31% —
72 Cetera Advisor Networks LLC 0.03% of their portfolio EL SEGUNDO, CA 8,4518.5k $2.1m $2.1m 0.03% —
73 Vishria Bird Financial Group, LLC 1.42% of their portfolio MEMPHIS, TN 8,3368.3k $2.1m $2.1m 1.42% —
74 IBEX WEALTH ADVISORS 0.54% of their portfolio BEDMINSTER, NJ 8,2868.3k $2.1m $2.1m 0.54% —
75 Rollins Financial 0.76% of their portfolio ATLANTA, GA 8,0658.1k $2.0m $2.0m 0.76% —
76 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 7,9307.9k $2.0m $2.0m 0.06% —
77 TrueWealth Advisors, LLC 0.94% of their portfolio BIRMINGHAM, AL 7,8627.9k $2.0m $2.0m 0.94% —
78 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 7,3557.4k $1.9m $1.9m 0.03% —
79 Kalos Management, Inc. 4.75% of their portfolio ALPHARETTA, GA 7,3307.3k $1.9m $1.9m 4.75% —
80 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 7,3007.3k $1.8m $1.8m 0.04% —
81 IFG Advisory, LLC 0.17% of their portfolio ATLANTA, GA 7,2667.3k $1.8m $1.8m 0.17% —
82 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 7,2037.2k $1.8m $1.8m 0.03% —
83 RAINEY & RANDALL WEALTH ADVISORS INC. 0.70% of their portfolio Celebration, FL 7,1707.2k $1.8m $1.8m 0.70% —
84 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,9977.0k $1.8m $1.8m 0.00% —
85 Oxinas Partners, LLC 1.40% of their portfolio JEFFERSONVILLE, IN 6,6846.7k $1.7m $1.7m 1.40% —
86 Private Advisory Group LLC 0.39% of their portfolio REDMOND, WA 6,6716.7k $1.7m $1.7m 0.39% —
87 OneDigital Investment Advisors LLC 0.06% of their portfolio OVERLAND PARK, KS 6,6406.6k $1.7m $1.7m 0.06% —
88 Focus Financial Network, Inc. 0.14% of their portfolio MINNEAPOLIS, MN 6,5496.5k $1.7m $1.7m 0.14% —
89 WEDBUSH SECURITIES INC 0.09% of their portfolio PASADENA, CA 6,5366.5k $1.7m $1.7m 0.09% —
90 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 6,5076.5k $1.6m $1.6m 0.01% —
91 AUA CAPITAL MANAGEMENT, LLC 1.09% of their portfolio MECHANICSBURG, PA 6,4936.5k $1.6m $1.6m 1.09% —
92 Kovack Advisors, Inc. 0.24% of their portfolio FT. LAUDERDALE, FL 6,4076.4k $1.6m $1.6m 0.24% —
93 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 6,2316.2k $1.6m $1.6m 0.02% —
94 Mandatum Life Insurance Co Ltd 0.50% of their portfolio HELSINKI, H9 6,2106.2k $1.6m $1.6m 0.50% —
95 Sigma Planning Corp 0.06% of their portfolio ANN ARBOR, MI 6,1006.1k $1.5m $1.5m 0.06% —
96 CORRADO ADVISORS, LLC 1.24% of their portfolio RAMSEY, NJ 6,0226.0k $1.5m $1.5m 1.24% —
97 Icon Wealth Advisors, LLC 0.18% of their portfolio HOUSTON, TX 5,9826.0k $1.5m $1.5m 0.18% —
98 MMBG INVESTMENT ADVISORS CO. 0.20% of their portfolio MIAMI, FL 5,8255.8k $1.5m $1.5m 0.20% —
99 MONEY CONCEPTS CAPITAL CORP 0.08% of their portfolio PALM BEACH GARDENS, FL 5,6615.7k $1.4m $1.4m 0.08% —
100 American Financial Advisors, LLC 0.25% of their portfolio Marietta, GA 5,6115.6k $1.4m $1.4m 0.25% —