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Security record

IYH

iShares U.S. Healthcare ETF · Financial Services · Asset Management

72.14 +1.7% mkt cap $3.76B 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
66Tracked holders
-1Δ holders
15.09MShares held
$1.01BReported value
+5New positions
−6Exits
Stable Conviction score 36/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.5% · share flow -0.8% · net new positions -1.5% — formula
Broad distribution — falling shares and fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 66 -1 15.09M $1.01B +5 −6
Q1 2026 68 +2 15.23M $938.24M +6 −4
Q4 2025 65 +1 20.46M $1.33B +2 −1
Q3 2025 9 -1 3.19M $187.12M — −1
Q2 2025 7 +1 299.94K $16.94M +2 −1
Q1 2025 4 0 95.04K $5.79M +1 −1
Q4 2024 4 -2 350.80K $20.44M +1 −3
Q3 2024 6 +2 119.12K $7.74M +2 —
Q2 2024 4 — 131.81K $8.08M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 UBS Group AG 2.58M +2.1% $172.74M 0.0% ▲ Add 3 SEC ↗ ×3
2 Morgan Stanley ✦ 2.20M -1.1% $147.68M 0.0% ▼ Trim 4 SEC ↗ ×5
3 Bank Of America Corp /De/ 1.53M -0.1% $102.34M 0.0% ▼ Trim 3 SEC ↗ ×4
4 LPL Financial LLC 1.48M +5.0% $99.34M 0.0% ▲ Add 3 SEC ↗
5 Northwestern Mutual Wealth… 1.03M +2.6% $68.99M 0.0% ▲ Add 3 SEC ↗
6 Wells Fargo & Company/Mn 915.09K -12.6% $61.32M 0.0% ▼ Trim 3 SEC ↗ ×2
7 Royal Bank Of Canada 849.73K -5.6% $56.94M 0.0% ▼ Trim 3 SEC ↗ ×8
8 Raymond James Financial Inc 756.28K +12.6% $50.68M 0.0% ▲ Add 3 SEC ↗ ×2
9 Goldman Sachs Group ✦ 590.12K -15.0% $39.54M 0.0% ▼ Trim 4 SEC ↗ ×3
10 Osaic Holdings, Inc. 373.87K -0.6% $25.06M 0.0% ▼ Trim 3 SEC ↗ ×4
11 Commonwealth Equity Services, Llc 322.76K -7.8% $21.63M 0.0% ▼ Trim 3 SEC ↗
12 Ameriprise Financial Inc 278.97K +2.4% $18.69M 0.0% ▲ Add 3 SEC ↗ ×4
13 HighTower Advisors, LLC 268.68K -6.7% $18.00M 0.0% ▼ Trim 3 SEC ↗
14 Jones Financial Companies Lllp 192.08K +8.5% $12.99M 0.0% ▲ Add 3 SEC ↗
15 Cetera Investment Advisers 183.42K -11.0% $12.29M 0.0% ▼ Trim 3 SEC ↗
16 JPMorgan Chase ✦ 165.23K +21.4% $11.22M 0.0% ▲ Add 4 SEC ↗ ×6
17 Envestnet Asset Management Inc 116.72K -11.5% $7.82M 0.0% ▼ Trim 3 SEC ↗
18 Captrust Financial Advisors 95.38K +299.8% $6.39M 0.0% ▲ Add 3 SEC ↗
19 Bank Of Montreal /Can/ 81.14K -6.5% $5.44M 0.0% ▼ Trim 3 SEC ↗ ×5
20 Stifel Financial Corp 77.11K +8.4% $5.17M 0.0% ▲ Add 3 SEC ↗ ×2
21 Truist Financial Corp 56.53K -22.3% $3.79M 0.0% ▼ Trim 3 SEC ↗
22 Mml Investors Services, Llc 55.54K +15.9% $3.72M 0.0% ▲ Add 3 SEC ↗
23 Wealth Enhancement Advisory… 52.74K -1.2% $3.58M 0.0% ▼ Trim 3 SEC ↗
24 Susquehanna International Group, Llp 53.41K +223.7% $3.58M 0.0% ▲ Add 3 SEC ↗
25 Fidelity (FMR) ✦ 53.04K +16.2% $3.55M 0.0% ▲ Add 5 SEC ↗
26 National Bank Of Canada /Fi/ 50.89K -7.0% $3.41M 0.0% ▼ Trim 3 SEC ↗ ×2
27 Creative Planning 50.06K -0.7% $3.35M 0.0% ▼ Trim 3 SEC ↗
28 Manufacturers Life Insurance… 49.20K New $3.30M 0.0% New 1 SEC ↗
29 Pnc Financial Services Group, Inc. 47.02K -4.1% $3.15M 0.0% ▼ Trim 3 SEC ↗ ×4
30 Marshall Wace ✦ 42.58K New $2.85M 0.0% New 1 SEC ↗ ×2
31 Citadel Advisors ✦ 35.08K -6.1% $2.35M 0.0% ▼ Trim 9 SEC ↗
32 Corient Private Wealth LP 27.76K +5.5% $1.86M 0.0% ▲ Add 3 SEC ↗
33 Rockefeller Capital Management L.P. 27.59K +7.3% $1.85M 0.0% ▲ Add 3 SEC ↗ ×2
34 Cibc World Market Inc. 27.01K -1.4% $1.81M 0.0% ▼ Trim 3 SEC ↗
35 Us Bancorp \De\ 24.89K +8.2% $1.67M 0.0% ▲ Add 3 SEC ↗ ×2
36 Northern Trust Corp 24.15K +8.8% $1.62M 0.0% ▲ Add 3 SEC ↗ ×2
37 TD Waterhouse Canada Inc. 23.91K -2.2% $1.61M 0.0% ▼ Trim 3 SEC ↗
38 Mercer Global Advisors Inc /Adv 23.09K -8.1% $1.55M 0.0% ▼ Trim 3 SEC ↗
39 Focus Partners Wealth 22.80K +32.8% $1.53M 0.0% ▲ Add 3 SEC ↗
40 Mariner, LLC 22.07K -57.3% $1.48M 0.0% ▼ Trim 3 SEC ↗
41 Lido Advisors, LLC 22.00K -28.6% $1.47M 0.0% ▼ Trim 3 SEC ↗
42 Quantinno Capital Management LP 21.64K -2.1% $1.45M 0.0% ▼ Trim 3 SEC ↗
43 Tudor Investment Corp Et Al 19.20K New $1.29M 0.0% New 1 SEC ↗
44 Cerity Partners LLC 15.42K -20.9% $1.03M 0.0% ▼ Trim 3 SEC ↗ ×3
45 Blair William & Co/Il 15.04K +12.0% $1.01M 0.0% ▲ Add 3 SEC ↗
46 Renaissance Technologies ✦ 14.90K New $998,449 0.0% New 1 SEC ↗
47 Brown Advisory Inc 14.06K -6.9% $942,495 0.0% ▼ Trim 3 SEC ↗ ×2
48 Hsbc Holdings Plc 12.49K 0.0% $836,687 0.0% Held 3 SEC ↗
49 Qube Research & Technologies Ltd 11.08K +130.3% $742,471 0.0% ▲ Add 3 SEC ↗
50 CIBC Bancorp USA Inc. 9.55K -8.8% $639,927 0.0% ▼ Trim 2 SEC ↗ ×2
51 AQR Capital Management ✦ 8.90K +14.4% $596,724 0.0% ▲ Add 7 SEC ↗
52 Citigroup Inc 8.23K +356.3% $551,559 0.0% ▲ Add 3 SEC ↗
53 Fifth Third Bancorp 8.20K +2.1% $549,683 0.0% ▲ Add 2 SEC ↗
54 Sei Investments Co 7.01K +55.4% $469,810 0.0% ▲ Add 2 SEC ↗
55 BlackRock ✦ (passive) 6.99K +69.5% $468,122 0.0% ▲ Add 5 SEC ↗
56 Baird Financial Group, Inc. 6.96K +23.0% $466,725 0.0% ▲ Add 3 SEC ↗
57 UBS AM, a distinct business unit of… 4.61K -14.7% $308,916 0.0% ▼ Trim 3 SEC ↗
58 Kayne Anderson Rudnick Investment… 4.50K -17.6% $301,459 0.0% ▼ Trim 3 SEC ↗
59 Gotham Asset Management ✦ 4.31K 0.0% $288,612 0.0% Held 2 SEC ↗
60 Fisher Asset Management ✦ 4.13K +0.3% $276,550 0.0% ▲ Add 2 SEC ↗
61 Boston Partners 3.59K 0.0% $240,466 0.0% Held 3 SEC ↗
62 Nuveen, LLC 3.50K New $234,871 0.0% New 1 SEC ↗
63 Bnp Paribas Financial Markets 2.92K +4400.0% $196,004 0.0% ▲ Add 3 SEC ↗
64 Russell Investments Group, Ltd. 2.78K -14.5% $186,207 0.0% ▼ Trim 3 SEC ↗
65 Franklin Resources Inc 1.64K -2.1% $109,896 0.0% ▼ Trim 3 SEC ↗
66 Assetmark, Inc 1.48K +108.9% $99,242 0.0% ▲ Add 3 SEC ↗

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

New buyers

Exited

Two Sigma Investments $7.15M was 0.0%
Principal Financial Group Inc $5.70M was 0.0%
Point72 Asset Management $460,389 was 0.0%
Jane Street Group, Llc $393,818 was 0.0%
Bank Julius Baer & Co. Ltd… $243,477 was 0.0%
Simplex Trading, Llc $61,085 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 511 holders, 23.62M shares, $1.43B 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