Security record · archived quarter
IYH
iShares U.S. Healthcare ETF · Financial Services · Asset Management
68Tracked holders
+2Δ holders
15.23MShares held
$938.24MReported value
+6New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +3.0% ·
share flow -25.6% ·
net new positions +2.9%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 87.57K | $6.20M | n/a | n/a |
| 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 | n/a | −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 | n/a |
| Q2 2024 | 4 | n/a | 131.81K | $8.08M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 2.53M | +110.4% | $155.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 2.23M | -1.8% | $137.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Bank Of America Corp /De/ | 1.53M | -0.8% | $94.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 1.41M | -6.3% | $87.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.05M | +14.8% | $64.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Northwestern Mutual Wealth… | 1.00M | -4.2% | $61.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 899.82K | +7.8% | $55.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 8 | Goldman Sachs Group ✦ | 694.46K | +15.0% | $42.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Raymond James Financial Inc | 671.70K | +6.2% | $41.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 376.18K | -0.3% | $23.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Commonwealth Equity Services, Llc | 350.03K | -5.4% | $21.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 288.00K | 0.0% | $17.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 272.52K | -11.8% | $16.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Cetera Investment Advisers | 206.07K | +6.2% | $12.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 176.97K | +10.0% | $10.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 136.13K | +7.3% | $8.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 17 | Envestnet Asset Management Inc | 131.87K | +11.0% | $8.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 115.99K | +185.8% | $7.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Principal Financial Group Inc | 92.46K | -63.1% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 86.81K | -13.5% | $5.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 21 | Truist Financial Corp | 72.80K | +56.2% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 71.11K | -29.0% | $4.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | National Bank Of Canada /Fi/ | 54.72K | -4.9% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Wealth Enhancement Advisory… | 53.39K | -11.2% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 51.74K | +14.9% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Creative Planning | 50.40K | +0.2% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 49.04K | -5.8% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 28 | Mml Investors Services, Llc | 47.93K | -15.0% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 45.63K | +1.9% | $2.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 37.34K | +4.6% | $2.30M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 31 | Lido Advisors, LLC | 30.82K | -4.6% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cibc World Market Inc. | 27.38K | +0.2% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 25.72K | +15.4% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Corient Private Wealth LP | 26.31K | -50.7% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 25.13K | +202.4% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 24.45K | -1.5% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Captrust Financial Advisors | 23.86K | +4.1% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 23.00K | +5.4% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Northern Trust Corp | 22.18K | -20.3% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Quantinno Capital Management LP | 22.11K | +37.2% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Cerity Partners LLC | 19.50K | +10.6% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Focus Partners Wealth | 17.17K | -15.1% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 16.50K | +24.8% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Brown Advisory Inc | 15.10K | +12.9% | $930,949 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Blair William & Co/Il | 13.43K | +12.8% | $827,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Hsbc Holdings Plc | 12.49K | -99.5% | $769,637 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Cwm, Llc | 10.66K | -36.0% | $656,900 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | CIBC Bancorp USA Inc. | 10.48K | n/a | $645,821 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Fifth Third Bancorp | 8.03K | New | $494,970 | 0.0% | New | 1 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 7.79K | +3.3% | $479,867 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 51 | Point72 Asset Management ✦ | 7.47K | New | $460,389 | 0.0% | New | 1 | SEC ↗ |
| 52 | Jane Street Group, Llc | 6.39K | New | $393,818 | 0.0% | New | 1 | SEC ↗ |
| 53 | Baird Financial Group, Inc. | 5.66K | +0.7% | $349,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Kayne Anderson Rudnick Investment… | 5.45K | -38.6% | $336,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 5.41K | +1518.3% | $333,164 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Qube Research & Technologies Ltd | 4.81K | +11354.8% | $296,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Sei Investments Co | 4.51K | New | $278,060 | 0.0% | New | 1 | SEC ↗ |
| 58 | Gotham Asset Management ✦ | 4.31K | New | $265,483 | 0.0% | New | 1 | SEC ↗ |
| 59 | BlackRock ✦ (passive) | 4.12K | +4.9% | $254,071 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 60 | Fisher Asset Management ✦ | 4.12K | New | $253,745 | 0.0% | New | 1 | SEC ↗ |
| 61 | Bank Julius Baer & Co. Ltd, Zurich | 3.95K | 0.0% | $243,477 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Boston Partners | 3.59K | +11.0% | $221,195 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 3.25K | -0.5% | $200,305 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Citigroup Inc | 1.80K | +60033.3% | $111,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Franklin Resources Inc | 1.68K | 0.0% | $103,247 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Simplex Trading, Llc | 991 | +129.9% | $61,085 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Assetmark, Inc | 709 | 0.0% | $43,703 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Bnp Paribas Financial Markets | 65 | -99.9% | $4,007 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $494,970 | 0.0% |
| Point72 Asset Management | $460,389 | 0.0% |
| Jane Street Group, Llc | $393,818 | 0.0% |
| Sei Investments Co | $278,060 | 0.0% |
| Gotham Asset Management | $265,483 | 0.0% |
| Fisher Asset Management | $253,745 | 0.0% |
Exited
| FIL Ltd | $254.63M | was 0.2% |
| Marshall Wace | $7.84M | was 0.0% |
| 1832 Asset Management L.P. | $2.07M | was 0.0% |
| Renaissance Technologies | $1.05M | 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: Q1 2026 ·
Methodology ·
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