Vault-13

ISHARES TR IYH

US HLTHCARE ETF · ETP · CUSIP 464287762

530 institutional holders +14 vs Q1 2026
23,097,01623.1m shares reported held*
$1.5bnreported value*
53 new 138 added 156 reduced 36 sold out net sold ≈ $42.5m (-629.1k 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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.09.

Trends to Q2 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: 516Q2 26: 530530Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026530

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 187 bought or addedQ1 26: 217 cut or sold outQ2 26: 191 bought or addedQ2 26: 192 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024171197
Q4 2024156216
Q1 2025169213
Q2 2025147226
Q3 2025157202
Q4 2025209172
Q1 2026187217
Q2 2026191192

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ3 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 0.00Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$323.0k$246.6k0.76
Q4 2025$703.1k$00.00
Q1 2026$332.9k$00.00
Q2 2026$0$0—

Biggest buyers

OAKWORTH CAPITAL, INC. Added +192,446+192.4k
Ninety One SA (Pty) Ltd New +102,200+102.2k
RAYMOND JAMES FINANCIAL INC Added +84,577+84.6k
Cambridge Investment Research Advisors, Inc. Added +82,677+82.7k
CAPTRUST FINANCIAL ADVISORS Added +71,521+71.5k
LPL Financial LLC Added +70,432+70.4k
Zurich Insurance Group Ltd/FI Added +60,560+60.6k
UBS Group AG Added +52,369+52.4k
MANUFACTURERS LIFE INSURANCE COMPANY, THE New +49,200+49.2k
J.W. COLE ADVISORS, INC. New +42,844+42.8k

Biggest sellers

PINKERTON WEALTH, LLC Sold out -861,189-861.2k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Reduced -136,061-136.1k
WELLS FARGO & COMPANY/MN Reduced -131,648-131.6k
TWO SIGMA INVESTMENTS, LP Sold out -115,987-116.0k
GOLDMAN SACHS GROUP INC Reduced -104,332-104.3k
PRINCIPAL FINANCIAL GROUP INC Sold out -92,460-92.5k
Private Advisor Group, LLC Reduced -56,773-56.8k
ROYAL BANK OF CANADA Reduced -50,089-50.1k
Mariner, LLC Reduced -29,669-29.7k
Tower Research Capital LLC (TRC) Sold out -27,888-27.9k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,577,7532.6m $172.7m $172.7m 0.03% Added +52.4k +52,369
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,203,8572.2m $147.7m $147.7m 0.01% Reduced -25.0k -25,000
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,527,3011.5m $102.3m $102.3m 0.01% Reduced -2.2k -2,207
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,482,4781.5m $99.3m $99.3m 0.02% Added +70.4k +70,432
5 PGIM Custom Harvest LLC 0.89% of their portfolio NEWARK, NJ 1,054,5941.1m $70.7m $70.7m 0.89% Reduced -13.9k -13,859
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 1,029,5461.0m $69.0m $69.0m 0.04% Added +26.3k +26,293
7 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 915,094915.1k $61.3m $61.3m 0.01% Reduced -131.6k -131,648
8 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 849,727849.7k $56.9m $56.9m 0.01% Reduced -50.1k -50,089
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 756,281756.3k $50.7m $50.7m 0.01% Added +84.6k +84,577
10 OAKWORTH CAPITAL, INC. 1.95% of their portfolio BIRMINGHAM, AL 609,679609.7k $41.0m $41.0m 1.95% Added +192.4k +192,446
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 590,123590.1k $39.5m $39.5m 0.00% Reduced -104.3k -104,332
12 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 420,482420.5k $28.2m $28.2m 0.09% Reduced -723 -723
13 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 373,872373.9k $25.1m $25.1m 0.03% Reduced -2.3k -2,309
14 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 322,764322.8k $21.6m $21.6m 0.03% Reduced -27.3k -27,269
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 278,971279.0k $18.7m $18.7m 0.00% Added +6.5k +6,453
16 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 268,677268.7k $18.0m $18.0m 0.02% Reduced -19.3k -19,318
17 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 192,084192.1k $13.0m $13.0m 0.01% Added +15.1k +15,117
18 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 183,420183.4k $12.3m $12.3m 0.01% Reduced -22.7k -22,654
19 PARK AVENUE SECURITIES LLC 0.07% of their portfolio NEW YORK, NY 173,804173.8k $11.6m $11.6m 0.07% Reduced -11.3k -11,307
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 169,204169.2k $11.3m $11.3m 0.01% Added +82.7k +82,677
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 165,234165.2k $11.2m $11.2m 0.00% Added +29.1k +29,104
22 Concurrent Investment Advisors, LLC 0.09% of their portfolio Tampa, FL 163,818163.8k $11.0m $11.0m 0.09% Added +15.2k +15,232
23 CONSOLIDATED CAPITAL MANAGEMENT, LLC 2.81% of their portfolio BURBANK, CA 157,311157.3k $10.5m $10.5m 2.81% Added +2.7k +2,677
24 ARKANSAS FINANCIAL GROUP, INC. 1.36% of their portfolio LITTLE ROCK, AR 156,064156.1k $10.5m $10.5m 1.36% Added +26.5k +26,486
25 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 126,850126.8k $8.5m $8.5m 0.04% Added +15.5k +15,517
26 PEAPACK GLADSTONE FINANCIAL CORP 0.09% of their portfolio BEDMINSTER, NJ 119,875119.9k $8.0m $8.0m 0.09% Added +1.4k +1,447
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 116,724116.7k $7.8m $7.8m 0.00% Reduced -15.1k -15,146
28 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 115,423115.4k $7.7m $7.7m 0.04% Reduced -1.6k -1,597
29 SP Asset Management LLC 0.55% of their portfolio CUPERTINO, CA 102,390102.4k $6.9m $6.9m 0.55% Reduced -11 -11
30 Ninety One SA (Pty) Ltd 0.37% of their portfolio Cape Town, T3 102,200102.2k $6.8m $6.8m 0.37% New
31 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 95,37995.4k $6.4m $6.4m 0.01% Added +71.5k +71,521
32 First Citizens Financial Corp 2.60% of their portfolio MASON CITY, IA 92,71792.7k $6.2m $6.2m 2.60% Reduced -163 -163
33 Zurich Insurance Group Ltd/FI 0.04% of their portfolio ZURICH, V8 90,19090.2k $6.0m $6.0m 0.04% Added +60.6k +60,560
34 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 81,13581.1k $5.4m $5.4m 0.00% Reduced -5.7k -5,675
35 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 79,64579.6k $5.3m $5.3m 0.03% Added +4.0k +3,967
36 Gerald Baker Financial Group LLC 1.52% of their portfolio ARLINGTON, TX 79,53379.5k $5.3m $5.3m 1.52% Added +2.6k +2,605
37 FORTE ASSET MANAGEMENT LLC 2.12% of their portfolio BEDFORD, NY 77,58077.6k $5.2m $5.2m 2.12% Added +11.6k +11,628
38 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 77,11577.1k $5.2m $5.2m 0.00% Added +6.0k +6,007
39 Stillwater Capital Advisors, LLC 0.50% of their portfolio DEVON, PA 73,54073.5k $4.9m $4.9m 0.50% Reduced -580 -580
40 PETTYJOHN, WOOD & WHITE, INC 0.70% of their portfolio LYNCHBURG, VA 71,43571.4k $4.8m $4.8m 0.70% Reduced -640 -640
41 HC Advisors, LLC 2.83% of their portfolio SANDY SPRINGS, GA 69,58069.6k $4.7m $4.7m 2.83% Reduced -2.7k -2,749
42 Capital Investment Advisors, LLC 0.06% of their portfolio ATLANTA, GA 68,06368.1k $4.6m $4.6m 0.06% Reduced -1.2k -1,179
43 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 64,41464.4k $4.3m $4.3m 0.02% Reduced -56.8k -56,773
44 Lighthouse Financial LLC 2.19% of their portfolio LARGO, FL 63,02463.0k $4.2m $4.2m 2.19% Reduced -199 -199
45 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 56,53556.5k $3.8m $3.8m 0.00% Reduced -16.3k -16,261
46 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 55,54355.5k $3.7m $3.7m 0.01% Added +7.6k +7,610
47 Sowa Financial Group, Inc. 1.72% of their portfolio LINCOLN, RI 55,03955.0k $3.7m $3.7m 1.72% Reduced -2.4k -2,383
48 National Philanthropic Trust 0.05% of their portfolio Jenkintown, PA 54,42754.4k $3.6m $3.6m 0.05% Added +1.3k +1,262
49 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 53,83853.8k $3.6m $3.6m 0.02% Added +84 +84
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 53,41253.4k $3.6m $3.6m 0.00% Added +36.9k +36,913
51 FMR LLC 0.00% of their portfolio BOSTON, MA 53,04153.0k $3.6m $3.6m 0.00% Added +7.4k +7,413
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 52,74452.7k $3.6m $3.6m 0.01% Reduced -647 -647
53 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 52,02052.0k $3.5m $3.5m 0.01% Reduced -2.5k -2,451
54 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 50,89050.9k $3.4m $3.4m 0.00% Reduced -3.8k -3,826
55 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 50,05850.1k $3.4m $3.4m 0.00% Reduced -346 -346
56 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 49,20049.2k $3.3m $3.3m 0.00% New
57 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 47,01547.0k $3.2m $3.2m 0.00% Reduced -2.0k -2,021
58 RAINEY & RANDALL WEALTH ADVISORS INC. 0.44% of their portfolio Celebration, FL 46,01746.0k $3.1m $3.1m 0.44% Reduced -670 -670
59 Ethos Financial Group, LLC 0.20% of their portfolio KING OF PRUSSIA, PA 45,00145.0k $3.0m $3.0m 0.20% Reduced -745 -745
60 Mine & Arao Wealth Creation & Management, LLC. 1.08% of their portfolio CAMPBELL, CA 44,40144.4k $3.0m $3.0m 1.08% Added +1.0k +1,020
61 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 42,84442.8k $2.9m $2.9m 0.05% New
62 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 42,58442.6k $2.9m $2.9m 0.00% New
63 LOM Asset Management Ltd 0.73% of their portfolio Hamilton, D0 42,43942.4k $2.8m $2.8m 0.73% Added +617 +617
64 Smartleaf Asset Management LLC 0.09% of their portfolio BOSTON, MA 41,09541.1k $2.8m $2.8m 0.09% Unchanged
65 Conservest Capital Advisors, Inc. 0.22% of their portfolio WYNNEWOOD, PA 40,89740.9k $2.7m $2.7m 0.22% Added +112 +112
66 Simplicity Wealth,LLC 0.09% of their portfolio SUMMIT, NJ 39,86639.9k $2.7m $2.7m 0.09% New
67 Laurel Wealth Advisors LLC 0.25% of their portfolio CHARLOTTE, NC 38,49738.5k $2.6m $2.6m 0.25% Added +101 +101
68 MONEY CONCEPTS CAPITAL CORP 0.12% of their portfolio PALM BEACH GARDENS, FL 37,43037.4k $2.5m $2.5m 0.12% Added +310 +310
69 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 35,94735.9k $2.4m $2.4m 0.05% Added +28.6k +28,628
70 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 35,07535.1k $2.4m $2.4m 0.00% Reduced -2.3k -2,261
71 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 34,75034.8k $2.3m $2.3m 0.00% Added +1.2k +1,173
72 Gladstone Institutional Advisory LLC 0.07% of their portfolio Bedminster, NJ 34,36134.4k $2.3m $2.3m 0.07% Added +291 +291
73 Essex LLC 0.35% of their portfolio DEER PARK, IL 34,14034.1k $2.3m $2.3m 0.35% Reduced -981 -981
74 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 33,62933.6k $2.3m $2.3m 0.01% Added +26.5k +26,528
75 Empirical Asset Management, LLC 0.51% of their portfolio WELLESLEY, MA 33,47633.5k $2.2m $2.2m 0.51% Reduced -2.0k -1,994
76 NWF Advisory Services Inc. 0.20% of their portfolio Los Angeles, CA 32,43732.4k $2.2m $2.2m 0.20% Reduced -123 -123
77 Quest 10 Wealth Builders, Inc. 1.65% of their portfolio Fuquay-Varina, VA 31,69431.7k $2.1m $2.1m 1.65% Reduced -513 -513
78 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 31,11331.1k $2.1m $2.1m 0.03% Reduced -266 -266
79 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 29,98930.0k $2.0m $2.0m 0.04% Added +1.1k +1,107
80 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 29,84029.8k $2.0m $2.0m 0.01% Added +745 +745
81 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 29,71229.7k $2.0m $2.0m 0.03% Reduced -7.5k -7,523
82 Fifth Third Securities, Inc. 0.11% of their portfolio Cincinnati, OH 29,58729.6k $2.0m $2.0m 0.11% Added +1.8k +1,839
83 AUA CAPITAL MANAGEMENT, LLC 0.90% of their portfolio MECHANICSBURG, PA 29,09329.1k $1.9m $1.9m 0.90% Reduced -114 -114
84 Audent Global Asset Management, LLC 2.16% of their portfolio West Hollywood, CA 28,84428.8k $1.9m $1.9m 2.16% Reduced -18.1k -18,114
85 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 27,76227.8k $1.9m $1.9m 0.00% Added +1.4k +1,450
86 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 27,59227.6k $1.8m $1.8m 0.00% Added +1.9k +1,875
87 MMBG INVESTMENT ADVISORS CO. 0.15% of their portfolio MIAMI, FL 27,47027.5k $1.8m $1.8m 0.15% Unchanged
88 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 27,01427.0k $1.8m $1.8m 0.00% Reduced -369 -369
89 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 26,48026.5k $1.8m $1.8m 0.01% Added +848 +848
90 CORRADO ADVISORS, LLC 0.81% of their portfolio RAMSEY, NJ 26,38226.4k $1.8m $1.8m 0.81% Added +505 +505
91 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 26,35426.4k $1.8m $1.8m 0.01% Reduced -215 -215
92 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 25,69725.7k $1.7m $1.7m 0.01% Reduced -492 -492
93 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 24,89524.9k $1.7m $1.7m 0.00% Added +1.9k +1,893
94 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 24,26824.3k $1.6m $1.6m 0.00% Added +8.3k +8,263
95 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 24,14624.1k $1.6m $1.6m 0.00% Added +2.0k +1,962
96 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 23,91123.9k $1.6m $1.6m 0.00% Reduced -535 -535
97 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 23,59223.6k $1.6m $1.6m 0.01% Reduced -377 -377
98 Virtue Capital Management, LLC 0.21% of their portfolio BRENTWOOD, TN 23,45823.5k $1.6m $1.6m 0.21% Reduced -2.1k -2,067
99 Merkkuri Wealth Advisors LLC 0.96% of their portfolio HICKSVILLE, NY 23,12623.1k $1.5m $1.5m 0.96% Added +4.8k +4,816
100 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 23,08723.1k $1.5m $1.5m 0.00% Reduced -2.0k -2,039