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Security record · archived quarter

IXJ

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

106.31 -1.1% mkt cap $4.34B quote delayed (FMP) · as of Aug 26 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
+1Δ holders
22.16MShares held
$2.18BReported value
+5New positions
−4Exits
Rising Conviction score 45/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.7% · share flow +5.7% · net new positions +1.7%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 60 +1 22.16M $2.18B +5 −4
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
Q2 2025 5 +2 21.02M $1.81B +2
Q1 2025 1 -4 7.29M $665.20M −4
Q4 2024 5 0 5.45M $468.21M +1 −1
Q3 2024 5 0 5.26M $516.38M
Q2 2024 5 4.87M $452.13M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 13.78M -1.1% $1.36B 0.0% ▼ Trim 5 SEC ↗
2 BlackRock (passive) 13.78M -1.1% $1.36B 0.0% ▼ Trim 5 SEC ↗
3 BlackRock (passive) 13.78M -1.1% $1.36B 0.0% ▼ Trim 5 SEC ↗
4 BlackRock (passive) 13.78M -1.1% $1.36B 0.0% ▼ Trim 5 SEC ↗
5 Fisher Asset Management 2.11M -6.5% $207.92M 0.1% ▼ Trim 9 SEC ↗
6 Bank Of America Corp /De/ 1.03M -11.4% $101.35M 0.0% ▼ Trim 3 SEC ↗
7 Bank Of America Corp /De/ 1.03M -11.4% $101.35M 0.0% ▼ Trim 3 SEC ↗
8 Bank Of America Corp /De/ 1.03M -11.4% $101.35M 0.0% ▼ Trim 3 SEC ↗
9 Morgan Stanley 945.98K +112.7% $93.07M 0.0% ▲ Add 4 SEC ↗
10 Morgan Stanley 945.98K +112.7% $93.07M 0.0% ▲ Add 4 SEC ↗
11 Morgan Stanley 945.98K +112.7% $93.07M 0.0% ▲ Add 4 SEC ↗
12 Morgan Stanley 945.98K +112.7% $93.07M 0.0% ▲ Add 4 SEC ↗
13 Morgan Stanley 945.98K +112.7% $93.07M 0.0% ▲ Add 4 SEC ↗
14 Morgan Stanley 945.98K +112.7% $93.07M 0.0% ▲ Add 4 SEC ↗
15 Morgan Stanley 945.98K +112.7% $93.07M 0.0% ▲ Add 4 SEC ↗
16 Morgan Stanley 945.98K +112.7% $93.07M 0.0% ▲ Add 4 SEC ↗
17 Assetmark, Inc 786.48K +854769.6% $77.37M 0.1% ▲ Add 3 SEC ↗
18 FIL Ltd 776.26K +2401.8% $76.60M 0.1% ▲ Add 3 SEC ↗
19 FIL Ltd 776.26K +2401.8% $76.60M 0.1% ▲ Add 3 SEC ↗
20 JPMorgan Chase 310.99K -31.4% $30.94M 0.0% ▼ Trim 4 SEC ↗
21 JPMorgan Chase 310.99K -31.4% $30.94M 0.0% ▼ Trim 4 SEC ↗
22 JPMorgan Chase 310.99K -31.4% $30.94M 0.0% ▼ Trim 4 SEC ↗
23 JPMorgan Chase 310.99K -31.4% $30.94M 0.0% ▼ Trim 4 SEC ↗
24 JPMorgan Chase 310.99K -31.4% $30.94M 0.0% ▼ Trim 4 SEC ↗
25 JPMorgan Chase 310.99K -31.4% $30.94M 0.0% ▼ Trim 4 SEC ↗
26 JPMorgan Chase 310.99K -31.4% $30.94M 0.0% ▼ Trim 4 SEC ↗
27 JPMorgan Chase 310.99K -31.4% $30.94M 0.0% ▼ Trim 4 SEC ↗
28 JPMorgan Chase 310.99K -31.4% $30.94M 0.0% ▼ Trim 4 SEC ↗
29 JPMorgan Chase 310.99K -31.4% $30.94M 0.0% ▼ Trim 4 SEC ↗
30 UBS Group AG 308.30K +7.2% $30.33M 0.0% ▲ Add 3 SEC ↗
31 UBS Group AG 308.30K +7.2% $30.33M 0.0% ▲ Add 3 SEC ↗
32 UBS Group AG 308.30K +7.2% $30.33M 0.0% ▲ Add 3 SEC ↗
33 UBS Group AG 308.30K +7.2% $30.33M 0.0% ▲ Add 3 SEC ↗
34 Wells Fargo & Company/Mn 231.65K +2.5% $22.79M 0.0% ▲ Add 3 SEC ↗
35 Wells Fargo & Company/Mn 231.65K +2.5% $22.79M 0.0% ▲ Add 3 SEC ↗
36 Wells Fargo & Company/Mn 231.65K +2.5% $22.79M 0.0% ▲ Add 3 SEC ↗
37 Wells Fargo & Company/Mn 231.65K +2.5% $22.79M 0.0% ▲ Add 3 SEC ↗
38 Royal Bank Of Canada 217.22K +9.0% $21.37M 0.0% ▲ Add 3 SEC ↗
39 Royal Bank Of Canada 217.22K +9.0% $21.37M 0.0% ▲ Add 3 SEC ↗
40 Royal Bank Of Canada 217.22K +9.0% $21.37M 0.0% ▲ Add 3 SEC ↗
41 Royal Bank Of Canada 217.22K +9.0% $21.37M 0.0% ▲ Add 3 SEC ↗
42 Royal Bank Of Canada 217.22K +9.0% $21.37M 0.0% ▲ Add 3 SEC ↗
43 Royal Bank Of Canada 217.22K +9.0% $21.37M 0.0% ▲ Add 3 SEC ↗
44 Raymond James Financial Inc 183.02K +3.6% $18.01M 0.0% ▲ Add 3 SEC ↗
45 Raymond James Financial Inc 183.02K +3.6% $18.01M 0.0% ▲ Add 3 SEC ↗
46 Bank Of Montreal /Can/ 166.55K -1.3% $16.38M 0.0% ▼ Trim 3 SEC ↗
47 Bank Of Montreal /Can/ 166.55K -1.3% $16.38M 0.0% ▼ Trim 3 SEC ↗
48 Bank Of Montreal /Can/ 166.55K -1.3% $16.38M 0.0% ▼ Trim 3 SEC ↗
49 Bank Of Montreal /Can/ 166.55K -1.3% $16.38M 0.0% ▼ Trim 3 SEC ↗
50 LPL Financial LLC 165.15K +8.0% $16.25M 0.0% ▲ Add 3 SEC ↗
51 Envestnet Asset Management Inc 148.49K +45.2% $14.61M 0.0% ▲ Add 3 SEC ↗
52 HighTower Advisors, LLC 138.87K +2.4% $13.66M 0.0% ▲ Add 3 SEC ↗
53 Jane Street Group, Llc 127.64K -71.5% $12.56M 0.0% ▼ Trim 3 SEC ↗
54 Jane Street Group, Llc 127.64K -71.5% $12.56M 0.0% ▼ Trim 3 SEC ↗
55 Commonwealth Equity Services, Llc 83.19K -1.0% $8.18M 0.0% ▼ Trim 3 SEC ↗
56 Cetera Investment Advisers 49.18K +85.6% $4.84M 0.0% ▲ Add 3 SEC ↗
57 Goldman Sachs Group 48.22K +2.3% $4.74M 0.0% ▲ Add 4 SEC ↗
58 Mirae Asset Global Investments Co.… 47.80K -18.4% $4.70M 0.0% ▼ Trim 3 SEC ↗
59 Osaic Holdings, Inc. 46.10K +20.6% $4.54M 0.0% ▲ Add 3 SEC ↗
60 Osaic Holdings, Inc. 46.10K +20.6% $4.54M 0.0% ▲ Add 3 SEC ↗
61 Osaic Holdings, Inc. 46.10K +20.6% $4.54M 0.0% ▲ Add 3 SEC ↗
62 Bnp Paribas Financial Markets 44.91K -18.2% $4.42M 0.0% ▼ Trim 3 SEC ↗
63 Northwestern Mutual Wealth… 38.88K +16.2% $3.82M 0.0% ▲ Add 3 SEC ↗
64 Citigroup Inc 38.56K -11.8% $3.79M 0.0% ▼ Trim 3 SEC ↗
65 Franklin Resources Inc 31.57K +20.6% $3.11M 0.0% ▲ Add 3 SEC ↗
66 Franklin Resources Inc 31.57K +20.6% $3.11M 0.0% ▲ Add 3 SEC ↗
67 TD Waterhouse Canada Inc. 30.20K +4.2% $2.98M 0.0% ▲ Add 3 SEC ↗
68 Creative Planning 28.67K -4.1% $2.82M 0.0% ▼ Trim 3 SEC ↗
69 Creative Planning 28.67K -4.1% $2.82M 0.0% ▼ Trim 3 SEC ↗
70 Truist Financial Corp 26.68K -2.4% $2.63M 0.0% ▼ Trim 3 SEC ↗
71 Truist Financial Corp 26.68K -2.4% $2.63M 0.0% ▼ Trim 3 SEC ↗
72 Jones Financial Companies Lllp 24.30K +32.2% $2.40M 0.0% ▲ Add 3 SEC ↗
73 Jones Financial Companies Lllp 24.30K +32.2% $2.40M 0.0% ▲ Add 3 SEC ↗
74 Ameriprise Financial Inc 21.73K +0.8% $2.14M 0.0% ▲ Add 3 SEC ↗
75 Ameriprise Financial Inc 21.73K +0.8% $2.14M 0.0% ▲ Add 3 SEC ↗
76 Fidelity (FMR) 16.12K +9.6% $1.59M 0.0% ▲ Add 5 SEC ↗
77 Rockefeller Capital Management L.P. 15.50K +4.8% $1.53M 0.0% ▲ Add 3 SEC ↗
78 Rockefeller Capital Management L.P. 15.50K +4.8% $1.53M 0.0% ▲ Add 3 SEC ↗
79 Captrust Financial Advisors 13.96K +9.8% $1.37M 0.0% ▲ Add 3 SEC ↗
80 Mercer Global Advisors Inc /Adv 11.99K -15.3% $1.18M 0.0% ▼ Trim 3 SEC ↗
81 Qube Research & Technologies Ltd 11.95K -28.1% $1.18M 0.0% ▼ Trim 2 SEC ↗
82 Stifel Financial Corp 10.24K -33.4% $1.01M 0.0% ▼ Trim 3 SEC ↗
83 Stifel Financial Corp 10.24K -33.4% $1.01M 0.0% ▼ Trim 3 SEC ↗
84 Pnc Financial Services Group, Inc. 8.78K -3.9% $864,170 0.0% ▼ Trim 3 SEC ↗
85 Pnc Financial Services Group, Inc. 8.78K -3.9% $864,170 0.0% ▼ Trim 3 SEC ↗
86 Pnc Financial Services Group, Inc. 8.78K -3.9% $864,170 0.0% ▼ Trim 3 SEC ↗
87 National Bank Of Canada /Fi/ 8.46K -27.6% $832,295 0.0% ▼ Trim 3 SEC ↗
88 Cerity Partners LLC 7.95K 0.0% $782,023 0.0% Held 3 SEC ↗
89 Cerity Partners LLC 7.95K 0.0% $782,023 0.0% Held 3 SEC ↗
90 Cibc World Market Inc. 7.29K +11.3% $717,190 0.0% ▲ Add 3 SEC ↗
91 Mml Investors Services, Llc 6.28K +12.8% $617,481 0.0% ▲ Add 3 SEC ↗
92 Mariner, LLC 6.12K -3.2% $601,707 0.0% ▼ Trim 3 SEC ↗
93 Fifth Third Bancorp 4.80K +3.9% $472,024 0.0% ▲ Add 3 SEC ↗
94 Wealth Enhancement Advisory… 4.50K +63.3% $445,959 0.0% ▲ Add 3 SEC ↗
95 Bank of New York Mellon Corp 3.96K -4.5% $389,821 0.0% ▼ Trim 3 SEC ↗
96 Bank of New York Mellon Corp 3.96K -4.5% $389,821 0.0% ▼ Trim 3 SEC ↗
97 Bank of New York Mellon Corp 3.96K -4.5% $389,821 0.0% ▼ Trim 3 SEC ↗
98 Corient Private Wealth LP 3.93K +1.8% $387,042 0.0% ▲ Add 3 SEC ↗
99 AQR Capital Management 3.72K +41.9% $366,072 0.0% ▲ Add 3 SEC ↗
100 Baird Financial Group, Inc. 3.28K New $322,489 0.0% New 1 SEC ↗

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

New buyers

Baird Financial Group, Inc. $322,489 0.0%

Exited

Citadel Advisors $5.27M was 0.0%
D. E. Shaw & Co. $282,117 was 0.0%
Point72 Asset Management $205,414 was 0.0%
Russell Investments Group… $44,244 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: Q2 2026 · Methodology · Get this via the API