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Security record

IXJ

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

103.17 +1.4% mkt cap $4.21B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
59Tracked holders
+1Δ holders
22.02MShares held
$2.17BReported value
+5New positions
−5Exits
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 0.0% — 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 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 —
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 ↗ ×4
2 Fisher Asset Management ✦ 2.11M -6.5% $207.92M 0.1% ▼ Trim 9 SEC ↗
3 Bank Of America Corp /De/ 1.03M -11.4% $101.35M 0.0% ▼ Trim 3 SEC ↗ ×3
4 Morgan Stanley ✦ 945.98K +112.7% $93.07M 0.0% ▲ Add 4 SEC ↗ ×8
5 Assetmark, Inc 786.48K +854769.6% $77.37M 0.1% ▲ Add 3 SEC ↗
6 FIL Ltd 776.26K +2401.8% $76.60M 0.1% ▲ Add 3 SEC ↗ ×2
7 JPMorgan Chase ✦ 310.99K -31.4% $30.94M 0.0% ▼ Trim 4 SEC ↗ ×10
8 UBS Group AG 308.30K +7.2% $30.33M 0.0% ▲ Add 3 SEC ↗ ×4
9 Wells Fargo & Company/Mn 231.65K +2.5% $22.79M 0.0% ▲ Add 3 SEC ↗ ×4
10 Royal Bank Of Canada 217.22K +9.0% $21.37M 0.0% ▲ Add 3 SEC ↗ ×6
11 Raymond James Financial Inc 183.02K +3.6% $18.01M 0.0% ▲ Add 3 SEC ↗ ×2
12 Bank Of Montreal /Can/ 166.55K -1.3% $16.38M 0.0% ▼ Trim 3 SEC ↗ ×4
13 LPL Financial LLC 165.15K +8.0% $16.25M 0.0% ▲ Add 3 SEC ↗
14 Envestnet Asset Management Inc 148.49K +45.2% $14.61M 0.0% ▲ Add 3 SEC ↗
15 Jane Street Group, Llc 127.64K -71.5% $12.56M 0.0% ▼ Trim 3 SEC ↗ ×2
16 Commonwealth Equity Services, Llc 83.19K -1.0% $8.18M 0.0% ▼ Trim 3 SEC ↗
17 Cetera Investment Advisers 49.18K +85.6% $4.84M 0.0% ▲ Add 3 SEC ↗
18 Goldman Sachs Group ✦ 48.22K +2.3% $4.74M 0.0% ▲ Add 4 SEC ↗
19 Mirae Asset Global Investments Co.… 47.80K -18.4% $4.70M 0.0% ▼ Trim 3 SEC ↗
20 Osaic Holdings, Inc. 46.10K +20.6% $4.54M 0.0% ▲ Add 3 SEC ↗ ×3
21 Bnp Paribas Financial Markets 44.91K -18.2% $4.42M 0.0% ▼ Trim 3 SEC ↗
22 Northwestern Mutual Wealth… 38.88K +16.2% $3.82M 0.0% ▲ Add 3 SEC ↗
23 Citigroup Inc 38.56K -11.8% $3.79M 0.0% ▼ Trim 3 SEC ↗
24 Franklin Resources Inc 31.57K +20.6% $3.11M 0.0% ▲ Add 3 SEC ↗ ×2
25 TD Waterhouse Canada Inc. 30.20K +4.2% $2.98M 0.0% ▲ Add 3 SEC ↗
26 Creative Planning 28.67K -4.1% $2.82M 0.0% ▼ Trim 3 SEC ↗ ×2
27 Truist Financial Corp 26.68K -2.4% $2.63M 0.0% ▼ Trim 3 SEC ↗ ×2
28 Jones Financial Companies Lllp 24.30K +32.2% $2.40M 0.0% ▲ Add 3 SEC ↗ ×2
29 Ameriprise Financial Inc 21.73K +0.8% $2.14M 0.0% ▲ Add 3 SEC ↗ ×2
30 Fidelity (FMR) ✦ 16.12K +9.6% $1.59M 0.0% ▲ Add 5 SEC ↗
31 Rockefeller Capital Management L.P. 15.50K +4.8% $1.53M 0.0% ▲ Add 3 SEC ↗ ×2
32 Captrust Financial Advisors 13.96K +9.8% $1.37M 0.0% ▲ Add 3 SEC ↗
33 Mercer Global Advisors Inc /Adv 11.99K -15.3% $1.18M 0.0% ▼ Trim 3 SEC ↗
34 Qube Research & Technologies Ltd 11.95K -28.1% $1.18M 0.0% ▼ Trim 2 SEC ↗
35 Stifel Financial Corp 10.24K -33.4% $1.01M 0.0% ▼ Trim 3 SEC ↗ ×2
36 Pnc Financial Services Group, Inc. 8.78K -3.9% $864,170 0.0% ▼ Trim 3 SEC ↗ ×3
37 National Bank Of Canada /Fi/ 8.46K -27.6% $832,295 0.0% ▼ Trim 3 SEC ↗
38 Cerity Partners LLC 7.95K 0.0% $782,023 0.0% Held 3 SEC ↗ ×2
39 Cibc World Market Inc. 7.29K +11.3% $717,190 0.0% ▲ Add 3 SEC ↗
40 Mml Investors Services, Llc 6.28K +12.8% $617,481 0.0% ▲ Add 3 SEC ↗
41 Mariner, LLC 6.12K -3.2% $601,707 0.0% ▼ Trim 3 SEC ↗
42 Fifth Third Bancorp 4.80K +3.9% $472,024 0.0% ▲ Add 3 SEC ↗
43 Wealth Enhancement Advisory… 4.50K +63.3% $445,959 0.0% ▲ Add 3 SEC ↗
44 Bank of New York Mellon Corp 3.96K -4.5% $389,821 0.0% ▼ Trim 3 SEC ↗ ×3
45 Corient Private Wealth LP 3.93K +1.8% $387,042 0.0% ▲ Add 3 SEC ↗
46 AQR Capital Management ✦ 3.72K +41.9% $366,072 0.0% ▲ Add 3 SEC ↗
47 Baird Financial Group, Inc. 3.28K New $322,489 0.0% New 1 SEC ↗ ×2
48 Lido Advisors, LLC 3.01K +1.1% $295,838 0.0% ▲ Add 3 SEC ↗
49 Gotham Asset Management ✦ 2.58K 0.0% $253,820 0.0% Held 2 SEC ↗
50 Blair William & Co/Il 2.57K +0.8% $253,120 0.0% ▲ Add 3 SEC ↗
51 Susquehanna International Group, Llp 2.42K -84.2% $238,178 0.0% ▼ Trim 3 SEC ↗
52 Chevy Chase Trust Holdings, LLC 2.27K -29.2% $223,027 0.0% ▼ Trim 3 SEC ↗
53 Nuveen, LLC 2.25K New $221,159 0.0% New 1 SEC ↗
54 Northern Trust Corp 2.22K -5.6% $218,207 0.0% ▼ Trim 3 SEC ↗
55 Hrt Financial Lp 2.07K New $203,000 0.0% New 1 SEC ↗
56 Us Bancorp \De\ 1.82K -2.7% $178,953 0.0% ▼ Trim 3 SEC ↗ ×2
57 UBS AM, a distinct business unit of… 350 -72.7% $34,433 0.0% ▼ Trim 3 SEC ↗
58 Aristotle Capital Management, LLC 48 New $4,752 0.0% New 1 SEC ↗
59 Allspring Global Investments… 4 New $405 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

Exited

HighTower Advisors, LLC $12.69M was 0.0%
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