Vault-13

ISHARES TR IYH

US HLTHCARE ETF · ETP · CUSIP 464287762

516 institutional holders -29 vs Q4 2025
23,771,32923.8m shares reported held*
$1.5bnreported value*
28 new 159 added 162 reduced 55 sold out net sold ≈ $368.2m (-6.0m 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 ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $61.97. Options: 1 managers hold calls ($332.9k notional), 0 hold puts (—).

Trends to Q1 2026

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: 545Q1 26: 516516Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026516

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 209 bought or addedQ4 25: 172 cut or sold outQ1 26: 187 bought or addedQ1 26: 217 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024173198
Q3 2024171197
Q4 2024156216
Q1 2025169213
Q2 2025147226
Q3 2025157202
Q4 2025209172
Q1 2026187217

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ2 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 0.00Q1 26 calls: $332.9kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$276.8k$00.00
Q3 2025$323.0k$246.6k0.76
Q4 2025$703.1k$00.00
Q1 2026$332.9k$00.00

Biggest buyers

UBS Group AG Added +1,325,038+1.3m
PGIM Custom Harvest LLC Added +370,188+370.2k
PINKERTON WEALTH, LLC Added +245,351+245.4k
WELLS FARGO & COMPANY/MN Added +134,785+134.8k
GOLDMAN SACHS GROUP INC Added +90,733+90.7k
TWO SIGMA INVESTMENTS, LP Added +75,400+75.4k
ROYAL BANK OF CANADA Added +64,913+64.9k
RAYMOND JAMES FINANCIAL INC Added +39,099+39.1k
Kestra Advisory Services, LLC Added +33,731+33.7k
MONEY CONCEPTS CAPITAL CORP Added +31,045+31.0k

Biggest sellers

FIL Ltd Sold out -3,894,874-3.9m
HSBC HOLDINGS PLC Reduced -2,462,492-2.5m
True Freedom Investing, LLC Sold out -271,156-271.2k
Camarda Financial Advisors, LLC Sold out -223,592-223.6k
PRINCIPAL FINANCIAL GROUP INC Reduced -158,296-158.3k
Three Seasons Wealth, LLC Sold out -144,312-144.3k
RPS ADVISORY SOLUTIONS LLC Reduced -127,490-127.5k
MARSHALL WACE, LLP Sold out -120,459-120.5k
Summit Financial Consulting LLC Sold out -109,847-109.8k
BNP PARIBAS FINANCIAL MARKETS Reduced -100,000-100.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $332.9k5.4k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,525,3842.5m $155.7m $155.7m 0.03% Added +1.3m +1,325,038
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,228,8572.2m $137.4m $137.4m 0.01% Reduced -40.7k -40,667
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,529,5081.5m $94.3m $94.3m 0.01% Reduced -11.5k -11,488
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,412,0461.4m $87.0m $87.0m 0.02% Reduced -94.4k -94,437
5 PGIM Custom Harvest LLC 1.03% of their portfolio NEWARK, NJ 1,068,4531.1m $65.9m $65.9m 1.03% Added +370.2k +370,188
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,046,7421.0m $64.5m $64.5m 0.01% Added +134.8k +134,785
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 1,003,2531.0m $61.8m $61.8m 0.04% Reduced -43.9k -43,853
8 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 899,816899.8k $55.5m $55.5m 0.01% Added +64.9k +64,913
9 PINKERTON WEALTH, LLC 5.10% of their portfolio COEUR D ALENE, ID 861,189861.2k $56.1m $56.1m 5.10% Added +245.4k +245,351
10 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 694,455694.5k $42.8m $42.8m 0.01% Added +90.7k +90,733
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 671,704671.7k $41.4m $41.4m 0.01% Added +39.1k +39,099
12 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 421,205421.2k $26.0m $26.0m 0.10% Added +33.7k +33,731
13 OAKWORTH CAPITAL, INC. 1.36% of their portfolio BIRMINGHAM, AL 417,233417.2k $25.7m $25.7m 1.36% Added +6.6k +6,613
14 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 376,181376.2k $23.2m $23.2m 0.03% Reduced -1.2k -1,173
15 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 350,033350.0k $21.6m $21.6m 0.03% Reduced -19.8k -19,822
16 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 287,995288.0k $17.8m $17.8m 0.02% Added +21 +21
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 272,518272.5k $16.8m $16.8m 0.00% Reduced -36.6k -36,572
18 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 206,074206.1k $12.7m $12.7m 0.01% Added +12.0k +12,038
19 PARK AVENUE SECURITIES LLC 0.09% of their portfolio NEW YORK, NY 185,111185.1k $11.4m $11.4m 0.09% Added +8.2k +8,179
20 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 176,967177.0k $10.6m $10.6m 0.01% Added +16.0k +16,044
21 CONSOLIDATED CAPITAL MANAGEMENT, LLC 3.08% of their portfolio BURBANK, CA 154,634154.6k $9.5m $9.5m 3.08% Added +24.4k +24,403
22 Concurrent Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 148,586148.6k $9.2m $9.2m 0.10% Added +12.1k +12,138
23 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.18% of their portfolio LOS ANGELES, CA 145,657145.7k $9.0m $9.0m 0.18% Reduced -181 -181
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 136,130136.1k $8.2m $8.2m 0.00% Added +9.3k +9,266
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 131,870131.9k $8.1m $8.1m 0.00% Added +13.1k +13,083
26 ARKANSAS FINANCIAL GROUP, INC. 1.14% of their portfolio LITTLE ROCK, AR 129,578129.6k $8.1m $8.1m 1.14% Added +8.6k +8,586
27 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 121,187121.2k $7.5m $7.5m 0.04% Reduced -9.5k -9,483
28 PEAPACK GLADSTONE FINANCIAL CORP 0.09% of their portfolio BEDMINSTER, NJ 118,428118.4k $7.3m $7.3m 0.09% Reduced -4.7k -4,690
29 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 117,020117.0k $7.2m $7.2m 0.04% Reduced -2.3k -2,290
30 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 115,987116.0k $7.1m $7.1m 0.01% Added +75.4k +75,400
31 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 111,333111.3k $6.9m $6.9m 0.03% Reduced -13.8k -13,807
32 SP Asset Management LLC 0.56% of their portfolio CUPERTINO, CA 102,401102.4k $6.3m $6.3m 0.56% Reduced -243 -243
33 First Citizens Financial Corp 2.70% of their portfolio MASON CITY, IA 92,88092.9k $5.7m $5.7m 2.70% Reduced -737 -737
34 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 92,46092.5k $5.7m $5.7m 0.00% Reduced -158.3k -158,296
35 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 86,81086.8k $5.4m $5.4m 0.00% Reduced -13.5k -13,509
36 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 86,52786.5k $5.3m $5.3m 0.01% Reduced -62.2k -62,221
37 Gerald Baker Financial Group LLC 1.50% of their portfolio ARLINGTON, TX 76,92876.9k $4.7m $4.7m 1.50% First filing
38 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 75,67875.7k $4.9m $4.9m 0.03% Reduced -64.1k -64,124
39 Stillwater Capital Advisors, LLC 0.52% of their portfolio DEVON, PA 74,12074.1k $4.6m $4.6m 0.52% Reduced -7.3k -7,311
40 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 72,79672.8k $4.5m $4.5m 0.01% Added +26.2k +26,206
41 HC Advisors, LLC 2.98% of their portfolio SANDY SPRINGS, GA 72,32972.3k $4.5m $4.5m 2.98% Reduced -1.2k -1,215
42 PETTYJOHN, WOOD & WHITE, INC 0.71% of their portfolio LYNCHBURG, VA 72,07572.1k $4.4m $4.4m 0.71% Reduced -675 -675
43 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 71,10871.1k $4.4m $4.4m 0.00% Reduced -29.0k -29,027
44 Capital Investment Advisors, LLC 0.06% of their portfolio ATLANTA, GA 69,24269.2k $4.3m $4.3m 0.06% Reduced -271 -271
45 FORTE ASSET MANAGEMENT LLC 1.78% of their portfolio BEDFORD, NY 65,95266.0k $4.1m $4.1m 1.78% Reduced -590 -590
46 Lighthouse Financial LLC 2.35% of their portfolio LARGO, FL 63,22363.2k $3.9m $3.9m 2.35% Added +4.4k +4,357
47 Sowa Financial Group, Inc. 1.75% of their portfolio LINCOLN, RI 57,42257.4k $3.5m $3.5m 1.75% Reduced -769 -769
48 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 54,71654.7k $3.4m $3.4m 0.00% Reduced -2.8k -2,844
49 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 54,47154.5k $3.4m $3.4m 0.01% Added +837 +837
50 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 53,75453.8k $3.3m $3.3m 0.02% Added +5.8k +5,828
51 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 53,39153.4k $3.3m $3.3m 0.01% Reduced -6.8k -6,767
52 National Philanthropic Trust 0.03% of their portfolio Jenkintown, PA 53,16553.2k $3.3m $3.3m 0.03% Reduced -1.5k -1,482
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 51,73951.7k $3.2m $3.2m 0.00% Added +6.7k +6,715
54 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 50,40450.4k $3.1m $3.1m 0.00% Added +106 +106
55 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 49,03649.0k $3.0m $3.0m 0.00% Reduced -3.0k -3,006
56 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 47,93347.9k $3.0m $3.0m 0.01% Reduced -8.4k -8,439
57 Audent Global Asset Management, LLC 2.89% of their portfolio West Hollywood, CA 46,95847.0k $2.9m $2.9m 2.89% Reduced -26.8k -26,815
58 RAINEY & RANDALL WEALTH ADVISORS INC. 0.47% of their portfolio Celebration, FL 46,68746.7k $2.9m $2.9m 0.47% Reduced -571 -571
59 Ethos Financial Group, LLC 0.22% of their portfolio KING OF PRUSSIA, PA 45,74645.7k $3.0m $3.0m 0.22% Unchanged
60 FMR LLC 0.00% of their portfolio BOSTON, MA 45,62845.6k $2.8m $2.8m 0.00% Added +858 +858
61 Mine & Arao Wealth Creation & Management, LLC. 1.12% of their portfolio CAMPBELL, CA 43,38143.4k $2.7m $2.7m 1.12% Reduced -42 -42
62 LOM Asset Management Ltd 0.74% of their portfolio Hamilton, D0 41,82241.8k $2.6m $2.6m 0.74% Reduced -555 -555
63 Smartleaf Asset Management LLC 0.09% of their portfolio BOSTON, MA 41,09541.1k $2.5m $2.5m 0.09% Reduced -1.4k -1,418
64 Conservest Capital Advisors, Inc. 0.23% of their portfolio WYNNEWOOD, PA 40,78540.8k $2.5m $2.5m 0.23% Reduced -1.7k -1,663
65 Laurel Wealth Advisors LLC 0.23% of their portfolio CHARLOTTE, NC 38,39638.4k $2.3m $2.3m 0.23% Added +440 +440
66 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 37,33637.3k $2.3m $2.3m 0.00% Added +1.6k +1,627
67 MGO ONE SEVEN LLC 0.05% of their portfolio Beachwood, OH 37,23537.2k $2.3m $2.3m 0.05% Reduced -2.1k -2,119
68 MONEY CONCEPTS CAPITAL CORP 0.13% of their portfolio PALM BEACH GARDENS, FL 37,12037.1k $2.3m $2.3m 0.13% Added +31.0k +31,045
69 Empirical Asset Management, LLC 0.58% of their portfolio WELLESLEY, MA 35,47035.5k $2.2m $2.2m 0.58% Reduced -396 -396
70 Essex LLC 0.38% of their portfolio DEER PARK, IL 35,12135.1k $2.2m $2.2m 0.38% Added +909 +909
71 Gladstone Institutional Advisory LLC 0.08% of their portfolio Bedminster, NJ 34,07034.1k $2.1m $2.1m 0.08% Added +81 +81
72 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 33,57733.6k $2.1m $2.1m 0.01% Reduced -1.7k -1,716
73 NWF Advisory Services Inc. 0.23% of their portfolio Los Angeles, CA 32,56032.6k $2.0m $2.0m 0.23% Added +2.7k +2,745
74 Quest 10 Wealth Builders, Inc. 1.74% of their portfolio Fuquay-Varina, VA 32,20732.2k $2.0m $2.0m 1.74% Added +72 +72
75 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 31,37931.4k $1.9m $1.9m 0.03% Added +987 +987
76 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 30,82030.8k $1.9m $1.9m 0.01% Reduced -1.5k -1,488
77 Zurich Insurance Group Ltd/FI 0.01% of their portfolio ZURICH, V8 29,63029.6k $1.8m $1.8m 0.01% Unchanged
78 CoreCap Advisors, LLC 0.06% of their portfolio SOUTHFIELD, MI 29,23229.2k $1.8m $1.8m 0.06% Reduced -28.6k -28,580
79 AUA CAPITAL MANAGEMENT, LLC 0.92% of their portfolio MECHANICSBURG, PA 29,20729.2k $1.8m $1.8m 0.92% Reduced -372 -372
80 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 29,09529.1k $1.8m $1.8m 0.01% Reduced -6.7k -6,700
81 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 28,88228.9k $1.8m $1.8m 0.04% Reduced -29.7k -29,697
82 Tower Research Capital LLC (TRC) 0.04% of their portfolio NEW YORK, NY 27,88827.9k $1.7m $1.7m 0.04% Added +20.8k +20,791
83 Fifth Third Securities, Inc. 0.11% of their portfolio Cincinnati, OH 27,74827.7k $1.7m $1.7m 0.11% Added +1.0k +1,049
84 MMBG INVESTMENT ADVISORS CO. 0.16% of their portfolio MIAMI, FL 27,47027.5k $1.7m $1.7m 0.16% Reduced -800 -800
85 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 27,38327.4k $1.7m $1.7m 0.00% Added +65 +65
86 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 26,56926.6k $1.6m $1.6m 0.01% Reduced -117 -117
87 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 26,31226.3k $1.6m $1.6m 0.00% Reduced -27.0k -27,016
88 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 26,18926.2k $1.6m $1.6m 0.01% Added +1.1k +1,085
89 CORRADO ADVISORS, LLC 0.83% of their portfolio RAMSEY, NJ 25,87725.9k $1.6m $1.6m 0.83% Added +49 +49
90 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,71725.7k $1.6m $1.6m 0.00% Added +3.4k +3,425
91 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 25,63225.6k $1.6m $1.6m 0.01% Added +710 +710
92 Virtue Capital Management, LLC 0.23% of their portfolio BRENTWOOD, TN 25,52525.5k $1.5m $1.5m 0.23% New
93 WIN ADVISORS, INC 0.71% of their portfolio PALM BEACH GARDENS, FL 25,29525.3k $1.6m $1.6m 0.71% Reduced -10.0k -10,008
94 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 25,12625.1k $1.5m $1.5m 0.00% Added +16.8k +16,818
95 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 24,44624.4k $1.5m $1.5m 0.00% Reduced -378 -378
96 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 23,96924.0k $1.5m $1.5m 0.01% Added +2.0k +2,000
97 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 23,85823.9k $1.5m $1.5m 0.00% Added +934 +934
98 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 23,00223.0k $1.4m $1.4m 0.00% Added +1.2k +1,174
99 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 22,87322.9k $1.4m $1.4m 0.02% Reduced -1.2k -1,250
100 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 22,76822.8k $1.4m $1.4m 0.04% Added +12.2k +12,222