Vault-13

ISHARES TR IYH

US HLTHCARE ETF · ETP · CUSIP 464287762

479 institutional holders -6 vs Q2 2025
22,751,20522.8m shares reported held*
$1.3bnreported value*
33 new 124 added 167 reduced 35 sold out net bought ≈ $18.1m (+309.8k 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 ($155.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.74. Options: 1 managers hold calls ($323.0k notional), 1 hold puts ($246.6k).

Trends to Q3 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: 485Q3 25: 479479Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025479

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 144 bought or addedQ4 23: 231 cut or sold outQ1 24: 190 bought or addedQ1 24: 193 cut or sold outQ1 24Q2 24: 173 bought or addedQ2 24: 198 cut or sold outQ3 24: 171 bought or addedQ3 24: 197 cut or sold outQ3 24Q4 24: 156 bought or addedQ4 24: 216 cut or sold outQ1 25: 169 bought or addedQ1 25: 213 cut or sold outQ1 25Q2 25: 147 bought or addedQ2 25: 226 cut or sold outQ3 25: 157 bought or addedQ3 25: 202 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023144231
Q1 2024190193
Q2 2024173198
Q3 2024171197
Q4 2024156216
Q1 2025169213
Q2 2025147226
Q3 2025157202

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ4 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 0.00Q3 25 calls: $323.0kQ3 25 puts: $246.6kQ3 25P/C 0.76
Numbers
QuarterCallsPutsP/C
Q4 2024$308.8k$17.5k0.06
Q1 2025$471.0k$261.8k0.56
Q2 2025$276.8k$00.00
Q3 2025$323.0k$246.6k0.76

Biggest buyers

MANUFACTURERS LIFE INSURANCE COMPANY, THE New +933,373+933.4k
FIL Ltd New +634,220+634.2k
PRINCIPAL FINANCIAL GROUP INC New +167,827+167.8k
JPMORGAN CHASE & CO Added +127,573+127.6k
UBS Group AG Added +122,982+123.0k
BNP PARIBAS FINANCIAL MARKETS Added +100,636+100.6k
PARK AVENUE SECURITIES LLC Added +98,611+98.6k
MORGAN STANLEY Added +88,015+88.0k
Sanctuary Advisors, LLC Added +51,575+51.6k
CONSOLIDATED CAPITAL MANAGEMENT, LLC Added +43,424+43.4k

Biggest sellers

ROYAL BANK OF CANADA Reduced -779,560-779.6k
LPL Financial LLC Reduced -276,737-276.7k
TWO SIGMA INVESTMENTS, LP Sold out -172,487-172.5k
BANK OF AMERICA CORP /DE/ Reduced -168,937-168.9k
AMERIPRISE FINANCIAL INC Reduced -65,154-65.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -62,512-62.5k
CITIGROUP INC Reduced -61,343-61.3k
Perigon Wealth Management, LLC Reduced -50,796-50.8k
Sheridan Capital Management, LLC Sold out -44,442-44.4k
CITADEL ADVISORS LLC Reduced -39,176-39.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $323.0k5.5k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $246.6k4.2k 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,201,1062.2m $129.2m $129.2m 0.01% Added +88.0k +88,015
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,507,1731.5m $88.5m $88.5m 0.01% Reduced -168.9k -168,937
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,395,2441.4m $81.9m $81.9m 0.02% Reduced -276.7k -276,737
4 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,243,3711.2m $73.0m $73.0m 0.01% Added +123.0k +122,982
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 1,066,7711.1m $62.6m $62.6m 0.04% Reduced -62.5k -62,512
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 933,924933.9k $54.8m $54.8m 0.01% Added +18.4k +18,432
7 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio Toronto, A6 933,373933.4k $54.8m $54.8m 0.05% New
8 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 922,492922.5k $54.2m $54.2m 0.01% Reduced -779.6k -779,560
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 712,194712.2k $41.8m $41.8m 0.01% Added +13.8k +13,803
10 PGIM Custom Harvest LLC 0.62% of their portfolio NEWARK, NJ 700,285700.3k $41.1m $41.1m 0.62% Added +24.6k +24,567
11 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 634,976635.0k $37.3m $37.3m 0.01% Reduced -25.6k -25,627
12 FIL Ltd 0.03% of their portfolio HAMILTON, D0 634,220634.2k $37.2m $37.2m 0.03% New
13 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 464,719464.7k $27.3m $27.3m 0.04% Reduced -9.7k -9,721
14 OAKWORTH CAPITAL, INC. 1.36% of their portfolio BIRMINGHAM, AL 400,365400.4k $23.5m $23.5m 1.36% Added +347 +347
15 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 387,176387.2k $22.4m $22.4m 0.03% Reduced -34.2k -34,174
16 CONSOLIDATED CAPITAL MANAGEMENT, LLC 6.42% of their portfolio BURBANK, CA 308,520308.5k $18.1m $18.1m 6.42% Added +43.4k +43,424
17 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 297,106297.1k $17.4m $17.4m 0.08% Reduced -14.0k -14,039
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 291,237291.2k $17.2m $17.2m 0.00% Reduced -65.2k -65,154
19 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 285,917285.9k $16.8m $16.8m 0.02% Reduced -9.2k -9,154
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 243,728243.7k $14.3m $14.3m 0.00% Added +127.6k +127,573
21 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 167,827167.8k $9.9m $9.9m 0.00% New
22 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 167,172167.2k $9.8m $9.8m 0.01% Added +1.5k +1,533
23 PARK AVENUE SECURITIES LLC 0.07% of their portfolio NEW YORK, NY 161,291161.3k $9.5m $9.5m 0.07% Added +98.6k +98,611
24 OneDigital Investment Advisors LLC 0.09% of their portfolio OVERLAND PARK, KS 147,876147.9k $8.7m $8.7m 0.09% Reduced -2.3k -2,315
25 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.18% of their portfolio LOS ANGELES, CA 147,274147.3k $8.6m $8.6m 0.18% Reduced -27 -27
26 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 132,290132.3k $7.6m $7.6m 0.01% Added +27.4k +27,399
27 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 128,204128.2k $7.7m $7.7m 0.02% Added +51.6k +51,575
28 PEAPACK GLADSTONE FINANCIAL CORP 0.09% of their portfolio BEDMINSTER, NJ 123,819123.8k $7.3m $7.3m 0.09% Reduced -712 -712
29 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 122,519122.5k $7.2m $7.2m 0.04% Added +4.8k +4,786
30 ARKANSAS FINANCIAL GROUP, INC. 0.99% of their portfolio LITTLE ROCK, AR 114,264114.3k $6.7m $6.7m 0.99% Added +6.2k +6,233
31 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 112,735112.7k $6.6m $6.6m 0.05% Reduced -398 -398
32 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 111,603111.6k $6.6m $6.6m 0.00% Reduced -12.6k -12,647
33 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 105,618105.6k $6.2m $6.2m 0.02% Reduced -24.5k -24,457
34 SP Asset Management LLC 0.48% of their portfolio CUPERTINO, CA 102,947102.9k $6.0m $6.0m 0.48% Added +102 +102
35 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 101,827101.8k $6.0m $6.0m 0.00% Added +100.6k +100,636
36 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 99,00899.0k $5.8m $5.8m 0.00% Reduced -7.2k -7,205
37 First Citizens Financial Corp 2.80% of their portfolio MASON CITY, IA 96,39096.4k $5.7m $5.7m 2.80% Reduced -385 -385
38 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 93,58293.6k $5.5m $5.5m 0.00% Reduced -2.2k -2,242
39 Stillwater Capital Advisors, LLC 0.54% of their portfolio DEVON, PA 81,66981.7k $4.8m $4.8m 0.54% Reduced -730 -730
40 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 78,83478.8k $4.6m $4.6m 0.02% Reduced -15.4k -15,442
41 PETTYJOHN, WOOD & WHITE, INC 0.72% of their portfolio LYNCHBURG, VA 74,60074.6k $4.4m $4.4m 0.72% Reduced -475 -475
42 HC Advisors, LLC 3.07% of their portfolio SANDY SPRINGS, GA 74,46474.5k $4.4m $4.4m 3.07% Added +4.2k +4,207
43 FORTE ASSET MANAGEMENT LLC 2.10% of their portfolio BEDFORD, NY 74,45474.5k $4.4m $4.4m 2.10% Added +2.5k +2,526
44 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 72,20372.2k $4.2m $4.2m 0.03% Reduced -2.6k -2,614
45 Capital Investment Advisors, LLC 0.07% of their portfolio ATLANTA, GA 71,03171.0k $4.2m $4.2m 0.07% Reduced -759 -759
46 Sowa Financial Group, Inc. 2.26% of their portfolio LINCOLN, RI 68,47668.5k $4.0m $4.0m 2.26% Reduced -1.7k -1,727
47 Audent Global Asset Management, LLC 2.85% of their portfolio West Hollywood, CA 66,72266.7k $3.9m $3.9m 2.85% Reduced -17.6k -17,568
48 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 63,55863.6k $3.9m $3.9m 0.01% Reduced -1.4k -1,386
49 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 61,34561.3k $3.6m $3.6m 0.00% Added +1.1k +1,085
50 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 60,87460.9k $3.6m $3.6m 0.01% Added +10.9k +10,894
51 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 60,09260.1k $3.5m $3.5m 0.00% Added +5.7k +5,706
52 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 57,53957.5k $3.4m $3.4m 0.01% Reduced -5.5k -5,481
53 Lighthouse Financial LLC 2.20% of their portfolio LARGO, FL 56,66556.7k $3.3m $3.3m 2.20% Added +1.4k +1,441
54 VestGen Advisors, LLC 0.11% of their portfolio CHICAGO, IL 56,41756.4k $3.3m $3.3m 0.11% Reduced -30.2k -30,241
55 National Philanthropic Trust 0.04% of their portfolio Jenkintown, PA 54,44054.4k $3.2m $3.2m 0.04% Unchanged
56 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 53,92553.9k $3.2m $3.2m 0.00% Reduced -2.2k -2,224
57 RAINEY & RANDALL WEALTH ADVISORS INC. 0.52% of their portfolio Celebration, FL 53,34753.3k $3.1m $3.1m 0.52% Reduced -1.2k -1,201
58 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 50,67050.7k $3.0m $3.0m 0.00% Reduced -1.1k -1,132
59 Ethos Financial Group, LLC 0.22% of their portfolio KING OF PRUSSIA, PA 48,04948.0k $2.8m $2.8m 0.22% Reduced -529 -529
60 Mariner, LLC 0.00% of their portfolio Overland Park, KS 46,02146.0k $2.7m $2.7m 0.00% Reduced -1.9k -1,853
61 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 43,85743.9k $2.6m $2.6m 0.00% Reduced -8.5k -8,525
62 Mine & Arao Wealth Creation & Management, LLC. 1.04% of their portfolio CAMPBELL, CA 43,55043.5k $2.6m $2.6m 1.04% Added +5 +5
63 LOM Asset Management Ltd 0.77% of their portfolio Hamilton, D0 42,77542.8k $2.5m $2.5m 0.77% Added +2.9k +2,897
64 FMR LLC 0.00% of their portfolio BOSTON, MA 42,63642.6k $2.5m $2.5m 0.00% Reduced -693 -693
65 Conservest Capital Advisors, Inc. 0.23% of their portfolio WYNNEWOOD, PA 42,34642.3k $2.5m $2.5m 0.23% Added +598 +598
66 J.W. COLE ADVISORS, INC. 0.04% of their portfolio TAMPA, FL 39,97840.0k $2.3m $2.3m 0.04% Added +604 +604
67 Laurel Wealth Advisors LLC 0.31% of their portfolio CHARLOTTE, NC 37,25037.2k $2.2m $2.2m 0.31% Added +2.8k +2,775
68 MGO ONE SEVEN LLC 0.05% of their portfolio Beachwood, OH 36,47936.5k $2.1m $2.1m 0.05% Added +1.9k +1,895
69 Empirical Asset Management, LLC 0.59% of their portfolio WELLESLEY, MA 35,96536.0k $2.1m $2.1m 0.59% Reduced -180 -180
70 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 35,89635.9k $2.1m $2.1m 0.00% Reduced -145 -145
71 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 34,90034.9k $2.0m $2.0m 0.00% Added +30.5k +30,530
72 Essex LLC 0.36% of their portfolio DEER PARK, IL 34,26534.3k $2.0m $2.0m 0.36% Reduced -513 -513
73 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 33,39933.4k $2.0m $2.0m 0.00% Added +4.8k +4,841
74 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 33,31633.3k $2.0m $2.0m 0.00% Reduced -6.9k -6,864
75 JOHNSON INVESTMENT COUNSEL INC 0.02% of their portfolio Cincinnati, OH 32,87032.9k $1.9m $1.9m 0.02% Reduced -2.1k -2,085
76 INDEPENDENT FINANCIAL GROUP, LLC 0.05% of their portfolio SAN DIEGO, CA 32,65832.7k $1.9m $1.9m 0.05% Reduced -3.7k -3,672
77 Quest 10 Wealth Builders, Inc. 1.76% of their portfolio Fuquay-Varina, VA 32,53632.5k $1.9m $1.9m 1.76% Reduced -1.0k -1,010
78 Merkkuri Wealth Advisors LLC 1.36% of their portfolio HICKSVILLE, NY 31,94531.9k $1.9m $1.9m 1.36% Added +2.9k +2,925
79 AUA CAPITAL MANAGEMENT, LLC 0.99% of their portfolio MECHANICSBURG, PA 29,95930.0k $1.8m $1.8m 0.99% Added +174 +174
80 NWF Advisory Services Inc. 0.19% of their portfolio Los Angeles, CA 29,70829.7k $1.7m $1.7m 0.19% Reduced -156 -156
81 Zurich Insurance Group Ltd/FI 0.01% of their portfolio ZURICH, V8 29,63029.6k $1.8m $1.8m 0.01% New
82 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 28,71128.7k $1.7m $1.7m 0.01% Reduced -738 -738
83 Creekmur Asset Management LLC 0.28% of their portfolio MORTON, IL 28,59928.6k $1.7m $1.7m 0.28% Reduced -426 -426
84 MMBG INVESTMENT ADVISORS CO. 0.15% of their portfolio MIAMI, FL 28,27028.3k $1.7m $1.7m 0.15% Reduced -855 -855
85 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 27,38927.4k $1.6m $1.6m 0.00% Reduced -20.0k -19,969
86 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 26,53526.5k $1.6m $1.6m 0.02% Added +308 +308
87 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 25,48225.5k $1.5m $1.5m 0.01% Reduced -422 -422
88 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 25,25725.3k $1.5m $1.5m 0.01% Added +1.6k +1,647
89 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 25,21125.2k $1.5m $1.5m 0.00% Reduced -18.7k -18,704
90 Adams Wealth Management 0.31% of their portfolio LOGAN, UT 24,78424.8k $1.5m $1.5m 0.31% Reduced -27.1k -27,130
91 CacheTech Inc. 0.29% of their portfolio LOGAN, UT 24,78424.8k $1.5m $1.5m 0.29% Reduced -27.1k -27,130
92 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 24,75124.8k $1.5m $1.5m 0.00% Added +2.9k +2,892
93 CORRADO ADVISORS, LLC 0.78% of their portfolio RAMSEY, NJ 24,58924.6k $1.4m $1.4m 0.78% Added +1.8k +1,777
94 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 23,56923.6k $1.4m $1.4m 0.00% Reduced -950 -950
95 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,46023.5k $1.4m $1.4m 0.01% Added +3.9k +3,938
96 Fifth Third Securities, Inc. 0.09% of their portfolio Cincinnati, OH 23,05023.1k $1.4m $1.4m 0.09% Added +4.9k +4,871
97 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 22,43822.4k $1.3m $1.3m 0.03% Reduced -318 -318
98 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 22,01522.0k $1.3m $1.3m 0.01% Reduced -25 -25
99 Simmons Bank 0.09% of their portfolio Pine Bluff, AR 22,00222.0k $1.3m $1.3m 0.09% Reduced -40 -40
100 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 21,72921.7k $1.3m $1.3m 0.00% Added +1.0k +1,035