Vault-13

ISHARES TR IYH

US HLTHCARE ETF · ETP · CUSIP 464287762

485 institutional holders -17 vs Q1 2025
22,538,32922.5m shares reported held*
$1.3bnreported value*
26 new 121 added 179 reduced 47 sold out net sold ≈ $53.3m (-942.7k 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 ($282.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.49. Options: 1 managers hold calls ($276.8k notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 428Q4 22: 487Q1 23: 475Q2 23: 475Q3 23: 477Q4 23: 481Q1 24: 484Q2 24: 496Q3 24: 516Q4 24: 509Q1 25: 502Q2 25: 485485Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022428
Q4 2022487
Q1 2023475
Q2 2023475
Q3 2023477
Q4 2023481
Q1 2024484
Q2 2024496
Q3 2024516
Q4 2024509
Q1 2025502
Q2 2025485

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 23: 164 bought or addedQ3 23: 188 cut or sold outQ4 23: 144 bought or addedQ4 23: 231 cut or sold outQ4 23Q1 24: 190 bought or addedQ1 24: 193 cut or sold outQ2 24: 173 bought or addedQ2 24: 198 cut or sold outQ2 24Q3 24: 171 bought or addedQ3 24: 197 cut or sold outQ4 24: 156 bought or addedQ4 24: 216 cut or sold outQ4 24Q1 25: 169 bought or addedQ1 25: 213 cut or sold outQ2 25: 147 bought or addedQ2 25: 226 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023164188
Q4 2023144231
Q1 2024190193
Q2 2024173198
Q3 2024171197
Q4 2024156216
Q1 2025169213
Q2 2025147226

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ3 24 calls: $1.7mQ3 24 puts: $19.5kQ3 24P/C 0.01Q4 24 calls: $308.8kQ4 24 puts: $17.5kQ4 24P/C 0.06Q1 25 calls: $471.0kQ1 25 puts: $261.8kQ1 25P/C 0.56Q2 25 calls: $276.8kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$1.7m$19.5k0.01
Q4 2024$308.8k$17.5k0.06
Q1 2025$471.0k$261.8k0.56
Q2 2025$276.8k$00.00

Biggest buyers

ROYAL BANK OF CANADA Added +588,997+589.0k
TWO SIGMA INVESTMENTS, LP Added +151,600+151.6k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Added +134,291+134.3k
HSBC HOLDINGS PLC Added +103,129+103.1k
FORTE ASSET MANAGEMENT LLC New +71,928+71.9k
AMERIPRISE FINANCIAL INC Added +48,219+48.2k
OSAIC HOLDINGS, INC. Added +47,163+47.2k
Steward Partners Investment Advisory, LLC Added +39,800+39.8k
GOLDMAN SACHS GROUP INC Added +29,918+29.9k
Corient Private Wealth LP Added +29,110+29.1k

Biggest sellers

J. Safra Sarasin Holding AG Sold out -339,610-339.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -332,504-332.5k
PGIM Custom Harvest LLC Reduced -280,799-280.8k
UBS Group AG Reduced -193,111-193.1k
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Reduced -189,426-189.4k
WELLS FARGO & COMPANY/MN Reduced -130,795-130.8k
Thrivent Financial for Lutherans Reduced -84,345-84.3k
Adams Wealth Management Reduced -77,378-77.4k
CacheTech Inc. Reduced -77,378-77.4k
RAYMOND JAMES FINANCIAL INC Reduced -60,268-60.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $276.8k4.9k 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.

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,113,0912.1m $119.3m $119.3m 0.01% Reduced -20.7k -20,686
2 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,702,0521.7m $96.1m $96.1m 0.01% Added +589.0k +588,997
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,676,1101.7m $94.7m $94.7m 0.01% Reduced -37.7k -37,666
4 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,671,9811.7m $94.4m $94.4m 0.03% Added +8.1k +8,136
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 1,129,2831.1m $63.8m $63.8m 0.05% Reduced -332.5k -332,504
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,120,3891.1m $63.3m $63.3m 0.01% Reduced -193.1k -193,111
7 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 915,492915.5k $51.7m $51.7m 0.01% Reduced -130.8k -130,795
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 698,391698.4k $39.4m $39.4m 0.01% Reduced -60.3k -60,268
9 PGIM Custom Harvest LLC 0.79% of their portfolio NEWARK, NJ 675,718675.7k $38.2m $38.2m 0.79% Reduced -280.8k -280,799
10 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 660,603660.6k $37.3m $37.3m 0.01% Added +29.9k +29,918
11 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 474,440474.4k $26.8m $26.8m 0.04% Reduced -31.8k -31,794
12 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 421,350421.4k $23.8m $23.8m 0.04% Added +47.2k +47,163
13 OAKWORTH CAPITAL, INC. 1.46% of their portfolio BIRMINGHAM, AL 400,018400.0k $22.6m $22.6m 1.46% Added +6.6k +6,606
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 356,391356.4k $20.1m $20.1m 0.00% Added +48.2k +48,219
15 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 311,145311.1k $17.6m $17.6m 0.09% Reduced -2.6k -2,593
16 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 295,071295.1k $16.7m $16.7m 0.02% Reduced -14.8k -14,846
17 CONSOLIDATED CAPITAL MANAGEMENT, LLC 5.41% of their portfolio BURBANK, CA 265,096265.1k $15.0m $15.0m 5.41% Added +7.0k +7,010
18 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 172,487172.5k $9.7m $9.7m 0.02% Added +151.6k +151,600
19 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 165,639165.6k $9.4m $9.4m 0.02% Reduced -21.5k -21,459
20 OneDigital Investment Advisors LLC 0.09% of their portfolio OVERLAND PARK, KS 150,191150.2k $8.5m $8.5m 0.09% Reduced -4.9k -4,881
21 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.19% of their portfolio LOS ANGELES, CA 147,301147.3k $8.3m $8.3m 0.19% Added +134.3k +134,291
22 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 130,075130.1k $7.3m $7.3m 0.02% Added +3.4k +3,394
23 PEAPACK GLADSTONE FINANCIAL CORP 0.10% of their portfolio BEDMINSTER, NJ 124,531124.5k $7.0m $7.0m 0.10% Reduced -1.7k -1,700
24 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 124,250124.2k $7.0m $7.0m 0.00% Added +103.1k +103,129
25 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 117,733117.7k $6.6m $6.6m 0.05% Added +39.8k +39,800
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 116,155116.2k $6.6m $6.6m 0.00% Reduced -48.4k -48,439
27 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 113,133113.1k $6.4m $6.4m 0.05% Reduced -37 -37
28 ARKANSAS FINANCIAL GROUP, INC. 0.95% of their portfolio LITTLE ROCK, AR 108,031108.0k $6.1m $6.1m 0.95% Added +5.4k +5,403
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 106,213106.2k $6.0m $6.0m 0.00% Reduced -4.5k -4,522
30 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 104,891104.9k $5.9m $5.9m 0.00% Added +14.1k +14,145
31 SP Asset Management LLC 0.48% of their portfolio CUPERTINO, CA 102,845102.8k $5.8m $5.8m 0.48% Added +92 +92
32 First Citizens Financial Corp 3.01% of their portfolio MASON CITY, IA 96,77596.8k $5.5m $5.5m 3.01% Reduced -12.0k -12,029
33 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 95,82495.8k $5.4m $5.4m 0.00% Added +6.8k +6,837
34 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 94,27694.3k $5.3m $5.3m 0.03% Reduced -4.5k -4,477
35 VestGen Advisors, LLC 0.19% of their portfolio CHICAGO, IL 86,65886.7k $4.8m $4.8m 0.19% Reduced -13.5k -13,480
36 Audent Global Asset Management, LLC 3.40% of their portfolio West Hollywood, CA 84,29084.3k $4.8m $4.8m 3.40% Added +197 +197
37 Stillwater Capital Advisors, LLC 0.59% of their portfolio DEVON, PA 82,39982.4k $4.7m $4.7m 0.59% Reduced -395 -395
38 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 76,62976.6k $4.3m $4.3m 0.03% Reduced -2.8k -2,802
39 PETTYJOHN, WOOD & WHITE, INC 0.76% of their portfolio LYNCHBURG, VA 75,07575.1k $4.2m $4.2m 0.76% Reduced -635 -635
40 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 74,81774.8k $4.2m $4.2m 0.03% Added +14.7k +14,735
41 FORTE ASSET MANAGEMENT LLC 2.07% of their portfolio BEDFORD, NY 71,92871.9k $4.1m $4.1m 2.07% New
42 Capital Investment Advisors, LLC 0.07% of their portfolio ATLANTA, GA 71,79071.8k $4.1m $4.1m 0.07% Reduced -1.5k -1,510
43 HC Advisors, LLC 2.80% of their portfolio SANDY SPRINGS, GA 70,25770.3k $4.0m $4.0m 2.80% Added +2.0k +2,027
44 Sowa Financial Group, Inc. 2.48% of their portfolio LINCOLN, RI 70,20370.2k $4.0m $4.0m 2.48% Reduced -5.3k -5,292
45 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 64,94464.9k $3.7m $3.7m 0.01% Reduced -26.3k -26,335
46 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 63,02063.0k $3.6m $3.6m 0.01% Reduced -14.2k -14,173
47 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 62,68062.7k $3.5m $3.5m 0.03% Added +6.3k +6,258
48 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 61,34561.3k $3.5m $3.5m 0.00% Unchanged
49 Perigon Wealth Management, LLC 0.08% of their portfolio SAN FRANCISCO, CA 60,42360.4k $3.4m $3.4m 0.08% Reduced -3.5k -3,540
50 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 60,26060.3k $3.4m $3.4m 0.00% Added +1.9k +1,910
51 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 56,14956.1k $3.2m $3.2m 0.00% Reduced -638 -638
52 Lighthouse Financial LLC 2.39% of their portfolio LARGO, FL 55,22455.2k $3.1m $3.1m 2.39% Added +787 +787
53 RAINEY & RANDALL WEALTH ADVISORS INC. 0.56% of their portfolio Celebration, FL 54,54854.5k $3.1m $3.1m 0.56% Reduced -80 -80
54 National Philanthropic Trust 0.04% of their portfolio Jenkintown, PA 54,44054.4k $3.1m $3.1m 0.04% Unchanged
55 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 54,38654.4k $3.1m $3.1m 0.00% Reduced -3.1k -3,065
56 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 52,38252.4k $3.0m $3.0m 0.00% Added +4.7k +4,680
57 Adams Wealth Management 0.56% of their portfolio LOGAN, UT 51,91451.9k $2.9m $2.9m 0.56% Reduced -77.4k -77,378
58 CacheTech Inc. 0.54% of their portfolio LOGAN, UT 51,91451.9k $2.9m $2.9m 0.54% Reduced -77.4k -77,378
59 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 51,80251.8k $2.9m $2.9m 0.00% Added +3.6k +3,573
60 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 49,98050.0k $2.8m $2.8m 0.01% Reduced -84.3k -84,345
61 Ethos Financial Group, LLC 0.24% of their portfolio KING OF PRUSSIA, PA 48,57848.6k $2.7m $2.7m 0.24% Reduced -2.7k -2,716
62 Mariner, LLC 0.00% of their portfolio Overland Park, KS 47,87447.9k $2.7m $2.7m 0.00% Reduced -6.1k -6,082
63 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 47,35847.4k $2.7m $2.7m 0.00% Added +23.0k +23,040
64 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 46,17746.2k $2.6m $2.6m 0.00% Reduced -13.4k -13,384
65 CW Advisors, LLC 0.02% of their portfolio BOSTON, MA 45,11645.1k $2.5m $2.5m 0.02% Added +9.2k +9,198
66 Sheridan Capital Management, LLC 1.73% of their portfolio San Rafael, CA 44,44244.4k $2.5m $2.5m 1.73% Reduced -2.3k -2,272
67 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 43,91543.9k $2.5m $2.5m 0.01% Reduced -723 -723
68 Mine & Arao Wealth Creation & Management, LLC. 1.10% of their portfolio CAMPBELL, CA 43,54543.5k $2.5m $2.5m 1.10% Reduced -539 -539
69 FMR LLC 0.00% of their portfolio BOSTON, MA 43,32943.3k $2.4m $2.4m 0.00% Added +4.9k +4,894
70 Conservest Capital Advisors, Inc. 0.23% of their portfolio WYNNEWOOD, PA 41,74841.7k $2.4m $2.4m 0.23% Added +1.4k +1,377
71 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 40,18040.2k $2.3m $2.3m 0.00% Added +29.1k +29,110
72 LOM Asset Management Ltd 0.76% of their portfolio Hamilton, D0 39,87839.9k $2.3m $2.3m 0.76% First filing
73 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 39,37439.4k $2.2m $2.2m 0.05% Added +28.0k +28,047
74 INDEPENDENT FINANCIAL GROUP, LLC 0.06% of their portfolio SAN DIEGO, CA 36,33036.3k $2.1m $2.1m 0.06% Added +2.4k +2,422
75 Empirical Asset Management, LLC 0.63% of their portfolio WELLESLEY, MA 36,14536.1k $2.0m $2.0m 0.63% Reduced -880 -880
76 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 36,04136.0k $2.0m $2.0m 0.01% Added +3.1k +3,061
77 JOHNSON INVESTMENT COUNSEL INC 0.02% of their portfolio Cincinnati, OH 34,95535.0k $2.0m $2.0m 0.02% Added +2.9k +2,860
78 Essex LLC 0.39% of their portfolio DEER PARK, IL 34,77834.8k $2.0m $2.0m 0.39% Added +3.9k +3,862
79 MGO ONE SEVEN LLC 0.06% of their portfolio Beachwood, OH 34,58434.6k $2.0m $2.0m 0.06% Added +3.9k +3,936
80 Laurel Wealth Advisors LLC 0.29% of their portfolio CHARLOTTE, NC 34,47534.5k $1.9m $1.9m 0.29% Added +4.3k +4,251
81 Quest 10 Wealth Builders, Inc. 1.84% of their portfolio Fuquay-Varina, VA 33,54633.5k $1.9m $1.9m 1.84% Reduced -807 -807
82 NWF Advisory Services Inc. 0.20% of their portfolio Los Angeles, CA 29,86429.9k $1.7m $1.7m 0.20% Added +1.2k +1,232
83 AUA CAPITAL MANAGEMENT, LLC 1.00% of their portfolio MECHANICSBURG, PA 29,78529.8k $1.7m $1.7m 1.00% Unchanged
84 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 29,44929.4k $1.7m $1.7m 0.01% Reduced -2.4k -2,401
85 MMBG INVESTMENT ADVISORS CO. 0.16% of their portfolio MIAMI, FL 29,12529.1k $1.6m $1.6m 0.16% Unchanged
86 Creekmur Asset Management LLC 0.29% of their portfolio MORTON, IL 29,02529.0k $1.6m $1.6m 0.29% Reduced -29 -29
87 Tradewinds, LLC. 1.24% of their portfolio RALEIGH, NC 29,02029.0k $1.6m $1.6m 1.24% New
88 Merkkuri Wealth Advisors LLC 1.24% of their portfolio HICKSVILLE, NY 29,02029.0k $1.6m $1.6m 1.24% Added +3.7k +3,707
89 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,55828.6k $1.6m $1.6m 0.00% Reduced -999 -999
90 Climber Capital SA 0.76% of their portfolio NYON, V8 26,42926.4k $1.2m $1.2m 0.76% Unchanged
91 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 26,22726.2k $1.5m $1.5m 0.02% Added +1.0k +1,042
92 Cubist Systematic Strategies, LLC 0.02% of their portfolio STAMFORD, CT 26,10626.1k $1.5m $1.5m 0.02% New
93 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 26,01326.0k $1.5m $1.5m 0.00% Added +19.7k +19,693
94 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 25,90425.9k $1.5m $1.5m 0.01% Added +164 +164
95 My Personal CFO, LLC 0.64% of their portfolio VANCOUVER, WA 24,75024.8k $1.4m $1.4m 0.64% Unchanged
96 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 24,51924.5k $1.4m $1.4m 0.00% Reduced -1.6k -1,551
97 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 23,61023.6k $1.4m $1.4m 0.01% Reduced -759 -759
98 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 23,30023.3k $1.3m $1.3m 0.00% New
99 Counterweight Ventures, LLC 0.85% of their portfolio WILMINGTON, NC 23,11023.1k $1.3m $1.3m 0.85% Added +474 +474
100 CORRADO ADVISORS, LLC 0.79% of their portfolio RAMSEY, NJ 22,81222.8k $1.3m $1.3m 0.79% Added +1.3k +1,310