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Security record · archived quarter

IXJ

iShares Global Healthcare ETF · Financial Services · Asset Management - Global

106.93 -0.3% mkt cap $4.52B quote delayed (FMP) · as of Oct 16 22:08 UTC · separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
60Tracked holders
0Δ holders
28.75MShares held
$2.80BReported value
+1New positions
−1Exits
Stable Conviction score 52/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.1% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 59 +1 22.02M $2.17B +5 −5
Q1 2026 60 0 20.98M $1.96B +3 −3
Q4 2025 60 0 28.75M $2.80B +1 −1
Q3 2025 10 +2 22.95M $2.03B +2 n/a
Q2 2025 5 +2 21.02M $1.81B +2 n/a
Q1 2025 1 -4 7.29M $665.20M n/a −4
Q4 2024 5 0 5.45M $468.21M +1 −1
Q3 2024 5 0 5.26M $516.38M n/a n/a
Q2 2024 5 n/a 4.87M $452.13M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 14.21M +1.8% $1.38B 0.0% ▲ Add 3 SEC ↗ ×4
2 Fisher Asset Management ✦ 8.03M +8.0% $782.38M 0.3% ▲ Add 7 SEC ↗
3 Bank Of America Corp /De/ 2.42M n/a $235.73M 0.0% n/c 1 SEC ↗ ×4
4 Ameriprise Financial Inc 863.62K n/a $84.13M 0.0% n/c 1 SEC ↗
5 JPMorgan Chase ✦ 474.82K -52.2% $46.25M 0.0% ▼ Trim 2 SEC ↗ ×10
6 Morgan Stanley ✦ 421.93K -3.7% $41.10M 0.0% ▼ Trim 2 SEC ↗ ×5
7 UBS Group AG 267.52K n/a $26.06M 0.0% n/c 1 SEC ↗ ×5
8 Envestnet Asset Management Inc 233.16K n/a $22.71M 0.0% n/c 1 SEC ↗
9 Wells Fargo & Company/Mn 231.13K n/a $22.51M 0.0% n/c 1 SEC ↗ ×4
10 Royal Bank Of Canada 215.64K n/a $21.00M 0.0% n/c 1 SEC ↗ ×6
11 Raymond James Financial Inc 158.33K n/a $15.42M 0.0% n/c 1 SEC ↗ ×2
12 LPL Financial LLC 146.57K n/a $14.28M 0.0% n/c 1 SEC ↗
13 HighTower Advisors, LLC 134.31K n/a $13.08M 0.0% n/c 1 SEC ↗
14 Commonwealth Equity Services, Llc 106.95K n/a $10.42M 0.0% n/c 1 SEC ↗
15 Bank Of Montreal /Can/ 106.07K n/a $10.33M 0.0% n/c 1 SEC ↗ ×6
16 Bnp Paribas Financial Markets 54.91K n/a $5.35M 0.0% n/c 1 SEC ↗
17 Citadel Advisors ✦ 48.83K +36.0% $4.76M 0.0% ▲ Add 3 SEC ↗
18 Cetera Investment Advisers 46.14K n/a $4.49M 0.0% n/c 1 SEC ↗
19 Mirae Asset Global Investments Co.… 44.60K n/a $4.34M 0.0% n/c 1 SEC ↗
20 Citigroup Inc 43.85K n/a $4.27M 0.0% n/c 1 SEC ↗
21 Goldman Sachs Group ✦ 43.84K -17.3% $4.27M 0.0% ▼ Trim 2 SEC ↗
22 Osaic Holdings, Inc. 38.48K n/a $3.75M 0.0% n/c 1 SEC ↗ ×3
23 FIL Ltd 36.36K n/a $3.55M 0.0% n/c 1 SEC ↗
24 Jane Street Group, Llc 36.32K n/a $3.54M 0.0% n/c 1 SEC ↗ ×2
25 Creative Planning 30.51K n/a $2.97M 0.0% n/c 1 SEC ↗
26 Truist Financial Corp 25.98K n/a $2.53M 0.0% n/c 1 SEC ↗ ×2
27 Northwestern Mutual Wealth… 23.39K n/a $2.28M 0.0% n/c 1 SEC ↗
28 Susquehanna International Group, Llp 22.24K n/a $2.17M 0.0% n/c 1 SEC ↗
29 Stifel Financial Corp 18.95K n/a $1.85M 0.0% n/c 1 SEC ↗ ×2
30 Franklin Resources Inc 16.64K n/a $1.62M 0.0% n/c 1 SEC ↗
31 Jones Financial Companies Lllp 14.86K n/a $1.45M 0.0% n/c 1 SEC ↗
32 Fidelity (FMR) ✦ 14.11K +2.2% $1.38M 0.0% ▲ Add 3 SEC ↗
33 Mercer Global Advisors Inc /Adv 14.11K n/a $1.37M 0.0% n/c 1 SEC ↗
34 Bank of New York Mellon Corp 12.57K n/a $1.22M 0.0% n/c 1 SEC ↗ ×2
35 Captrust Financial Advisors 12.48K n/a $1.22M 0.0% n/c 1 SEC ↗
36 Rockefeller Capital Management L.P. 12.26K n/a $1.19M 0.0% n/c 1 SEC ↗ ×2
37 Cwm, Llc 10.36K n/a $1.01M 0.0% n/c 1 SEC ↗
38 TD Waterhouse Canada Inc. 9.94K n/a $967,359 0.0% n/c 1 SEC ↗
39 Mml Investors Services, Llc 9.91K n/a $965,507 0.0% n/c 1 SEC ↗
40 National Bank Of Canada /Fi/ 9.72K n/a $945,529 0.0% n/c 1 SEC ↗
41 Pnc Financial Services Group, Inc. 8.64K n/a $841,197 0.0% n/c 1 SEC ↗ ×4
42 Corient Private Wealth LP 8.03K n/a $782,194 0.0% n/c 1 SEC ↗ ×2
43 Cibc World Market Inc. 7.24K n/a $704,981 0.0% n/c 1 SEC ↗
44 Wealth Enhancement Advisory… 6.30K n/a $627,495 0.0% n/c 1 SEC ↗
45 Hrt Financial Lp 6.06K n/a $590,000 0.0% n/c 1 SEC ↗
46 Mariner, LLC 5.12K n/a $498,379 0.0% n/c 1 SEC ↗
47 Cerity Partners LLC 4.67K n/a $454,858 0.0% n/c 1 SEC ↗
48 Millennium Management ✦ 3.99K -39.5% $388,236 0.0% ▼ Trim 2 SEC ↗
49 D. E. Shaw & Co. ✦ 3.62K -6.3% $352,198 0.0% ▼ Trim 3 SEC ↗
50 Chevy Chase Trust Holdings, LLC 3.20K n/a $311,680 0.0% n/c 1 SEC ↗
51 Focus Partners Wealth 2.71K n/a $264,457 0.0% n/c 1 SEC ↗
52 Blair William & Co/Il 2.65K n/a $258,450 0.0% n/c 1 SEC ↗
53 Lido Advisors, LLC 2.90K n/a $256,643 0.0% n/c 1 SEC ↗
54 AQR Capital Management ✦ 2.40K New $233,468 0.0% New 1 SEC ↗
55 Northern Trust Corp 2.35K n/a $228,793 0.0% n/c 1 SEC ↗
56 Us Bancorp \De\ 1.89K n/a $184,475 0.0% n/c 1 SEC ↗ ×2
57 Fifth Third Bancorp 1.68K n/a $163,632 0.0% n/c 1 SEC ↗
58 UBS AM, a distinct business unit of… 1.14K n/a $111,231 0.0% n/c 1 SEC ↗
59 Russell Investments Group, Ltd. 364 n/a $35,454 0.0% n/c 1 SEC ↗
60 Assetmark, Inc 75 n/a $7,305 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

AQR Capital Management $233,468 0.0%

Exited

Renaissance Technologies $576,030 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 281 holders, 26.34M shares, $2.46B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API