Vault-13

ISHARES TR IYH

US HLTHCARE ETF · ETP · CUSIP 464287762

545 institutional holders +66 vs Q3 2025
29,767,08829.8m shares reported held*
$1.9bnreported value*
67 new 142 added 148 reduced 24 sold out net bought ≈ $448.8m (+6.9m 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 ($700.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $65.08. Options: 1 managers hold calls ($703.1k notional), 0 hold puts (—).

Trends to Q4 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: 479Q4 25: 545545Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025545

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 157 bought or addedQ3 25: 202 cut or sold outQ4 25: 209 bought or addedQ4 25: 172 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024190193
Q2 2024173198
Q3 2024171197
Q4 2024156216
Q1 2025169213
Q2 2025147226
Q3 2025157202
Q4 2025209172

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ1 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 0.76Q4 25 calls: $703.1kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$471.0k$261.8k0.56
Q2 2025$276.8k$00.00
Q3 2025$323.0k$246.6k0.76
Q4 2025$703.1k$00.00

Biggest buyers

FIL Ltd Added +3,260,654+3.3m
HSBC HOLDINGS PLC Added +2,363,375+2.4m
PINKERTON WEALTH, LLC New +615,838+615.8k
True Freedom Investing, LLC New +271,156+271.2k
Camarda Financial Advisors, LLC New +223,592+223.6k
Three Seasons Wealth, LLC New +144,312+144.3k
RPS ADVISORY SOLUTIONS LLC New +144,028+144.0k
Concurrent Investment Advisors, LLC Added +125,910+125.9k
MARSHALL WACE, LLP New +120,459+120.5k
LPL Financial LLC Added +111,239+111.2k

Biggest sellers

MANUFACTURERS LIFE INSURANCE COMPANY, THE Sold out -933,373-933.4k
CONSOLIDATED CAPITAL MANAGEMENT, LLC Reduced -178,289-178.3k
JPMORGAN CHASE & CO Reduced -116,864-116.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -94,864-94.9k
OneDigital Investment Advisors LLC Reduced -93,103-93.1k
ROYAL BANK OF CANADA Reduced -87,589-87.6k
Sanctuary Advisors, LLC Reduced -80,278-80.3k
RAYMOND JAMES FINANCIAL INC Reduced -79,589-79.6k
UBS Group AG Reduced -43,025-43.0k
VestGen Advisors, LLC Reduced -35,439-35.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $703.1k10.8k 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FIL Ltd 0.19% of their portfolio HAMILTON, D0 3,894,8743.9m $254.6m $254.6m 0.19% Added +3.3m +3,260,654
2 HSBC HOLDINGS PLC 0.05% of their portfolio LONDON, X0 2,474,9782.5m $161.1m $161.1m 0.05% Added +2.4m +2,363,375
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,269,5242.3m $147.7m $147.7m 0.01% Added +68.4k +68,418
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,540,9961.5m $100.3m $100.3m 0.01% Added +33.8k +33,823
5 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,506,4831.5m $98.1m $98.1m 0.03% Added +111.2k +111,239
6 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,200,3461.2m $78.1m $78.1m 0.02% Reduced -43.0k -43,025
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 1,047,1061.0m $68.2m $68.2m 0.04% Reduced -19.7k -19,665
8 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 911,957912.0k $59.4m $59.4m 0.01% Reduced -22.0k -21,967
9 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 834,903834.9k $54.4m $54.4m 0.01% Reduced -87.6k -87,589
10 PGIM Custom Harvest LLC 0.67% of their portfolio NEWARK, NJ 698,265698.3k $45.5m $45.5m 0.67% Reduced -2.0k -2,020
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 632,605632.6k $41.2m $41.2m 0.01% Reduced -79.6k -79,589
12 PINKERTON WEALTH, LLC 4.11% of their portfolio COEUR D ALENE, ID 615,838615.8k $40.1m $40.1m 4.11% New
13 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 603,722603.7k $39.3m $39.3m 0.01% Reduced -31.3k -31,254
14 OAKWORTH CAPITAL, INC. 1.46% of their portfolio BIRMINGHAM, AL 410,620410.6k $26.7m $26.7m 1.46% Added +10.3k +10,255
15 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 387,474387.5k $25.2m $25.2m 0.10% Added +90.4k +90,368
16 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 377,354377.4k $24.6m $24.6m 0.04% Reduced -9.8k -9,822
17 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 369,855369.9k $24.1m $24.1m 0.03% Reduced -94.9k -94,864
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 309,090309.1k $20.1m $20.1m 0.00% Added +17.9k +17,853
19 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 287,974288.0k $18.7m $18.7m 0.02% Added +2.1k +2,057
20 True Freedom Investing, LLC 1.20% of their portfolio COEUR D'ALENE, ID 271,156271.2k $17.7m $17.7m 1.20% New
21 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 250,756250.8k $16.3m $16.3m 0.01% Added +82.9k +82,929
22 Camarda Financial Advisors, LLC 5.54% of their portfolio FLEMING ISLAND, FL 223,592223.6k $14.6m $14.6m 5.54% New
23 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 194,036194.0k $12.6m $12.6m 0.01% Added +26.9k +26,864
24 PARK AVENUE SECURITIES LLC 0.10% of their portfolio NEW YORK, NY 176,932176.9k $11.5m $11.5m 0.10% Added +15.6k +15,641
25 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 160,923160.9k $10.5m $10.5m 0.01% Added +28.6k +28,633
26 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 148,748148.7k $9.7m $9.7m 0.03% Added +43.1k +43,130
27 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.19% of their portfolio LOS ANGELES, CA 145,838145.8k $9.5m $9.5m 0.19% Reduced -1.4k -1,436
28 Three Seasons Wealth, LLC 0.90% of their portfolio SALT LAKE CITY, UT 144,312144.3k $9.4m $9.4m 0.90% New
29 RPS ADVISORY SOLUTIONS LLC 4.42% of their portfolio LOUISVILLE, KY 144,028144.0k $9.4m $9.4m 4.42% New
30 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 139,802139.8k $9.1m $9.1m 0.06% Added +67.6k +67,599
31 Concurrent Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 136,448136.4k $8.9m $8.9m 0.10% Added +125.9k +125,910
32 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 130,670130.7k $8.5m $8.5m 0.04% Added +51.8k +51,836
33 CONSOLIDATED CAPITAL MANAGEMENT, LLC 2.57% of their portfolio BURBANK, CA 130,231130.2k $8.5m $8.5m 2.57% Reduced -178.3k -178,289
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 126,864126.9k $8.3m $8.3m 0.00% Reduced -116.9k -116,864
35 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 125,140125.1k $8.1m $8.1m 0.04% Added +2.6k +2,621
36 PEAPACK GLADSTONE FINANCIAL CORP 0.10% of their portfolio BEDMINSTER, NJ 123,118123.1k $8.0m $8.0m 0.10% Reduced -701 -701
37 ARKANSAS FINANCIAL GROUP, INC. 1.14% of their portfolio LITTLE ROCK, AR 120,992121.0k $7.9m $7.9m 1.14% Added +6.7k +6,728
38 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 120,459120.5k $7.8m $7.8m 0.01% New
39 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 119,310119.3k $7.8m $7.8m 0.05% Added +6.6k +6,575
40 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 118,787118.8k $7.7m $7.7m 0.00% Added +19.8k +19,779
41 Summit Financial Consulting LLC 5.19% of their portfolio STERLING HEIGHTS, MI 109,847109.8k $7.2m $7.2m 5.19% New
42 SP Asset Management LLC 0.53% of their portfolio CUPERTINO, CA 102,644102.6k $6.7m $6.7m 0.53% Reduced -303 -303
43 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 100,319100.3k $6.5m $6.5m 0.00% Added +6.7k +6,737
44 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 100,135100.1k $6.5m $6.5m 0.01% Added +40.0k +40,043
45 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 100,065100.1k $6.5m $6.5m 0.00% Reduced -1.8k -1,762
46 First Citizens Financial Corp 3.01% of their portfolio MASON CITY, IA 93,61793.6k $6.1m $6.1m 3.01% Reduced -2.8k -2,773
47 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 91,91491.9k $6.0m $6.0m 0.03% Added +90.9k +90,916
48 Stillwater Capital Advisors, LLC 0.57% of their portfolio DEVON, PA 81,43181.4k $5.3m $5.3m 0.57% Reduced -238 -238
49 Audent Global Asset Management, LLC 3.04% of their portfolio West Hollywood, CA 73,77373.8k $4.8m $4.8m 3.04% Added +7.1k +7,051
50 HC Advisors, LLC 3.31% of their portfolio SANDY SPRINGS, GA 73,54473.5k $4.8m $4.8m 3.31% Reduced -920 -920
51 PETTYJOHN, WOOD & WHITE, INC 0.74% of their portfolio LYNCHBURG, VA 72,75072.8k $4.7m $4.7m 0.74% Reduced -1.9k -1,850
52 Capital Investment Advisors, LLC 0.07% of their portfolio ATLANTA, GA 69,51369.5k $4.5m $4.5m 0.07% Reduced -1.5k -1,518
53 FORTE ASSET MANAGEMENT LLC 1.97% of their portfolio BEDFORD, NY 66,54266.5k $4.3m $4.3m 1.97% Reduced -7.9k -7,912
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 60,15860.2k $4.0m $4.0m 0.01% Reduced -3.4k -3,400
55 Lighthouse Financial LLC 2.50% of their portfolio LARGO, FL 58,86658.9k $3.8m $3.8m 2.50% Added +2.2k +2,201
56 INDEPENDENT FINANCIAL GROUP, LLC 0.09% of their portfolio SAN DIEGO, CA 58,57958.6k $3.8m $3.8m 0.09% Added +25.9k +25,921
57 Sowa Financial Group, Inc. 1.97% of their portfolio LINCOLN, RI 58,19158.2k $3.8m $3.8m 1.97% Reduced -10.3k -10,285
58 CoreCap Advisors, LLC 0.13% of their portfolio SOUTHFIELD, MI 57,81257.8k $3.8m $3.8m 0.13% Added +53.7k +53,656
59 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 57,56057.6k $3.7m $3.7m 0.00% Reduced -3.8k -3,785
60 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 56,37256.4k $3.7m $3.7m 0.01% Reduced -1.2k -1,167
61 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 54,77354.8k $3.6m $3.6m 0.03% Reduced -93.1k -93,103
62 National Philanthropic Trust 0.04% of their portfolio Jenkintown, PA 54,64754.6k $3.6m $3.6m 0.04% Added +207 +207
63 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 53,63453.6k $3.5m $3.5m 0.01% Reduced -7.2k -7,240
64 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 53,32853.3k $3.5m $3.5m 0.00% Added +20.0k +20,012
65 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 52,04252.0k $3.4m $3.4m 0.00% Reduced -1.9k -1,883
66 Lifestyle Asset Management, Inc. 1.07% of their portfolio FRIENDSWOOD, TX 50,59350.6k $3.3m $3.3m 1.07% New
67 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 50,29850.3k $3.3m $3.3m 0.00% Reduced -372 -372
68 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 47,92647.9k $3.1m $3.1m 0.02% Reduced -80.3k -80,278
69 RAINEY & RANDALL WEALTH ADVISORS INC. 0.50% of their portfolio Celebration, FL 47,25847.3k $3.1m $3.1m 0.50% Reduced -6.1k -6,089
70 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 46,59046.6k $3.0m $3.0m 0.00% Added +2.7k +2,733
71 Ethos Financial Group, LLC 0.22% of their portfolio KING OF PRUSSIA, PA 45,74645.7k $3.0m $3.0m 0.22% Reduced -2.3k -2,303
72 Mariner, LLC 0.00% of their portfolio Overland Park, KS 45,02445.0k $2.9m $2.9m 0.00% Reduced -997 -997
73 FMR LLC 0.00% of their portfolio BOSTON, MA 44,77044.8k $2.9m $2.9m 0.00% Added +2.1k +2,134
74 Balboa Wealth Partners 0.48% of their portfolio SCOTTSDALE, AZ 44,38244.4k $2.9m $2.9m 0.48% New
75 Mine & Arao Wealth Creation & Management, LLC. 1.11% of their portfolio CAMPBELL, CA 43,42343.4k $2.8m $2.8m 1.11% Reduced -127 -127
76 Smartleaf Asset Management LLC 0.11% of their portfolio BOSTON, MA 42,51342.5k $2.8m $2.8m 0.11% New
77 Conservest Capital Advisors, Inc. 0.25% of their portfolio WYNNEWOOD, PA 42,44842.4k $2.8m $2.8m 0.25% Added +102 +102
78 LOM Asset Management Ltd 0.80% of their portfolio Hamilton, D0 42,37742.4k $2.8m $2.8m 0.80% Reduced -398 -398
79 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 40,58740.6k $2.6m $2.6m 0.00% New
80 MGO ONE SEVEN LLC 0.05% of their portfolio Beachwood, OH 39,35439.4k $2.6m $2.6m 0.05% Added +2.9k +2,875
81 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 39,31039.3k $634.8k $634.8k 0.02% Reduced -668 -668
82 USA FINANCIAL FORMULAS 0.46% of their portfolio ADA, MI 39,10939.1k $2.5m $2.5m 0.46% New
83 Laurel Wealth Advisors LLC 0.33% of their portfolio CHARLOTTE, NC 37,95638.0k $2.5m $2.5m 0.33% Added +706 +706
84 Empirical Asset Management, LLC 0.66% of their portfolio WELLESLEY, MA 35,86635.9k $2.3m $2.3m 0.66% Reduced -99 -99
85 JOHNSON INVESTMENT COUNSEL INC 0.02% of their portfolio Cincinnati, OH 35,79535.8k $2.3m $2.3m 0.02% Added +2.9k +2,925
86 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 35,70935.7k $2.3m $2.3m 0.00% Added +28.7k +28,708
87 WIN ADVISORS, INC 0.98% of their portfolio PALM BEACH GARDENS, FL 35,30335.3k $2.3m $2.3m 0.98% New
88 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 35,29335.3k $2.3m $2.3m 0.01% Reduced -603 -603
89 Essex LLC 0.39% of their portfolio DEER PARK, IL 34,21234.2k $2.2m $2.2m 0.39% Reduced -53 -53
90 Gladstone Institutional Advisory LLC 0.08% of their portfolio Bedminster, NJ 33,98934.0k $2.2m $2.2m 0.08% Added +13.9k +13,936
91 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 32,30832.3k $1.9m $1.9m 0.01% Added +3.6k +3,597
92 Quest 10 Wealth Builders, Inc. 1.87% of their portfolio Fuquay-Varina, VA 32,13532.1k $2.1m $2.1m 1.87% Reduced -401 -401
93 1832 Asset Management L.P. 0.00% of their portfolio TORONTO, A6 31,79131.8k $2.1m $2.1m 0.00% New
94 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 30,39230.4k $2.0m $2.0m 0.04% Added +8.0k +7,954
95 NWF Advisory Services Inc. 0.21% of their portfolio Los Angeles, CA 29,81529.8k $1.9m $1.9m 0.21% Added +107 +107
96 Zurich Insurance Group Ltd/FI 0.01% of their portfolio ZURICH, V8 29,63029.6k $1.9m $1.9m 0.01% Unchanged
97 AUA CAPITAL MANAGEMENT, LLC 0.97% of their portfolio MECHANICSBURG, PA 29,57929.6k $1.9m $1.9m 0.97% Reduced -380 -380
98 MMBG INVESTMENT ADVISORS CO. 0.15% of their portfolio MIAMI, FL 28,27028.3k $1.8m $1.8m 0.15% Unchanged
99 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 27,83527.8k $1.8m $1.8m 0.00% Added +3.1k +3,084
100 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 27,31827.3k $1.8m $1.8m 0.00% Added +2.1k +2,107