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Security record

IYH

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

74.13 +0.4% mkt cap $3.87B quote delayed (FMP) · as of Aug 25 22:08 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 ↗
2 UBS Group AG 2.58M +2.1% $172.74M 0.0% ▲ Add 3 SEC ↗
3 UBS Group AG 2.58M +2.1% $172.74M 0.0% ▲ Add 3 SEC ↗
4 Morgan Stanley 2.20M -1.1% $147.68M 0.0% ▼ Trim 4 SEC ↗
5 Morgan Stanley 2.20M -1.1% $147.68M 0.0% ▼ Trim 4 SEC ↗
6 Morgan Stanley 2.20M -1.1% $147.68M 0.0% ▼ Trim 4 SEC ↗
7 Morgan Stanley 2.20M -1.1% $147.68M 0.0% ▼ Trim 4 SEC ↗
8 Morgan Stanley 2.20M -1.1% $147.68M 0.0% ▼ Trim 4 SEC ↗
9 Bank Of America Corp /De/ 1.53M -0.1% $102.34M 0.0% ▼ Trim 3 SEC ↗
10 Bank Of America Corp /De/ 1.53M -0.1% $102.34M 0.0% ▼ Trim 3 SEC ↗
11 Bank Of America Corp /De/ 1.53M -0.1% $102.34M 0.0% ▼ Trim 3 SEC ↗
12 Bank Of America Corp /De/ 1.53M -0.1% $102.34M 0.0% ▼ Trim 3 SEC ↗
13 LPL Financial LLC 1.48M +5.0% $99.34M 0.0% ▲ Add 3 SEC ↗
14 Northwestern Mutual Wealth… 1.03M +2.6% $68.99M 0.0% ▲ Add 3 SEC ↗
15 Wells Fargo & Company/Mn 915.09K -12.6% $61.32M 0.0% ▼ Trim 3 SEC ↗
16 Wells Fargo & Company/Mn 915.09K -12.6% $61.32M 0.0% ▼ Trim 3 SEC ↗
17 Royal Bank Of Canada 849.73K -5.6% $56.94M 0.0% ▼ Trim 3 SEC ↗
18 Royal Bank Of Canada 849.73K -5.6% $56.94M 0.0% ▼ Trim 3 SEC ↗
19 Royal Bank Of Canada 849.73K -5.6% $56.94M 0.0% ▼ Trim 3 SEC ↗
20 Royal Bank Of Canada 849.73K -5.6% $56.94M 0.0% ▼ Trim 3 SEC ↗
21 Royal Bank Of Canada 849.73K -5.6% $56.94M 0.0% ▼ Trim 3 SEC ↗
22 Royal Bank Of Canada 849.73K -5.6% $56.94M 0.0% ▼ Trim 3 SEC ↗
23 Royal Bank Of Canada 849.73K -5.6% $56.94M 0.0% ▼ Trim 3 SEC ↗
24 Royal Bank Of Canada 849.73K -5.6% $56.94M 0.0% ▼ Trim 3 SEC ↗
25 Raymond James Financial Inc 756.28K +12.6% $50.68M 0.0% ▲ Add 3 SEC ↗
26 Raymond James Financial Inc 756.28K +12.6% $50.68M 0.0% ▲ Add 3 SEC ↗
27 Goldman Sachs Group 590.12K -15.0% $39.54M 0.0% ▼ Trim 4 SEC ↗
28 Goldman Sachs Group 590.12K -15.0% $39.54M 0.0% ▼ Trim 4 SEC ↗
29 Goldman Sachs Group 590.12K -15.0% $39.54M 0.0% ▼ Trim 4 SEC ↗
30 Osaic Holdings, Inc. 373.87K -0.6% $25.06M 0.0% ▼ Trim 3 SEC ↗
31 Osaic Holdings, Inc. 373.87K -0.6% $25.06M 0.0% ▼ Trim 3 SEC ↗
32 Osaic Holdings, Inc. 373.87K -0.6% $25.06M 0.0% ▼ Trim 3 SEC ↗
33 Osaic Holdings, Inc. 373.87K -0.6% $25.06M 0.0% ▼ Trim 3 SEC ↗
34 Commonwealth Equity Services, Llc 322.76K -7.8% $21.63M 0.0% ▼ Trim 3 SEC ↗
35 Ameriprise Financial Inc 278.97K +2.4% $18.69M 0.0% ▲ Add 3 SEC ↗
36 Ameriprise Financial Inc 278.97K +2.4% $18.69M 0.0% ▲ Add 3 SEC ↗
37 Ameriprise Financial Inc 278.97K +2.4% $18.69M 0.0% ▲ Add 3 SEC ↗
38 Ameriprise Financial Inc 278.97K +2.4% $18.69M 0.0% ▲ Add 3 SEC ↗
39 HighTower Advisors, LLC 268.68K -6.7% $18.00M 0.0% ▼ Trim 3 SEC ↗
40 Jones Financial Companies Lllp 192.08K +8.5% $12.99M 0.0% ▲ Add 3 SEC ↗
41 Cetera Investment Advisers 183.42K -11.0% $12.29M 0.0% ▼ Trim 3 SEC ↗
42 JPMorgan Chase 165.23K +21.4% $11.22M 0.0% ▲ Add 4 SEC ↗
43 JPMorgan Chase 165.23K +21.4% $11.22M 0.0% ▲ Add 4 SEC ↗
44 JPMorgan Chase 165.23K +21.4% $11.22M 0.0% ▲ Add 4 SEC ↗
45 JPMorgan Chase 165.23K +21.4% $11.22M 0.0% ▲ Add 4 SEC ↗
46 JPMorgan Chase 165.23K +21.4% $11.22M 0.0% ▲ Add 4 SEC ↗
47 JPMorgan Chase 165.23K +21.4% $11.22M 0.0% ▲ Add 4 SEC ↗
48 Envestnet Asset Management Inc 116.72K -11.5% $7.82M 0.0% ▼ Trim 3 SEC ↗
49 Captrust Financial Advisors 95.38K +299.8% $6.39M 0.0% ▲ Add 3 SEC ↗
50 Bank Of Montreal /Can/ 81.14K -6.5% $5.44M 0.0% ▼ Trim 3 SEC ↗
51 Bank Of Montreal /Can/ 81.14K -6.5% $5.44M 0.0% ▼ Trim 3 SEC ↗
52 Bank Of Montreal /Can/ 81.14K -6.5% $5.44M 0.0% ▼ Trim 3 SEC ↗
53 Bank Of Montreal /Can/ 81.14K -6.5% $5.44M 0.0% ▼ Trim 3 SEC ↗
54 Bank Of Montreal /Can/ 81.14K -6.5% $5.44M 0.0% ▼ Trim 3 SEC ↗
55 Stifel Financial Corp 77.11K +8.4% $5.17M 0.0% ▲ Add 3 SEC ↗
56 Stifel Financial Corp 77.11K +8.4% $5.17M 0.0% ▲ Add 3 SEC ↗
57 Truist Financial Corp 56.53K -22.3% $3.79M 0.0% ▼ Trim 3 SEC ↗
58 Mml Investors Services, Llc 55.54K +15.9% $3.72M 0.0% ▲ Add 3 SEC ↗
59 Wealth Enhancement Advisory… 52.74K -1.2% $3.58M 0.0% ▼ Trim 3 SEC ↗
60 Susquehanna International Group, Llp 53.41K +223.7% $3.58M 0.0% ▲ Add 3 SEC ↗
61 Fidelity (FMR) 53.04K +16.2% $3.55M 0.0% ▲ Add 5 SEC ↗
62 National Bank Of Canada /Fi/ 50.89K -7.0% $3.41M 0.0% ▼ Trim 3 SEC ↗
63 National Bank Of Canada /Fi/ 50.89K -7.0% $3.41M 0.0% ▼ Trim 3 SEC ↗
64 Creative Planning 50.06K -0.7% $3.35M 0.0% ▼ Trim 3 SEC ↗
65 Manufacturers Life Insurance… 49.20K New $3.30M 0.0% New 1 SEC ↗
66 Pnc Financial Services Group, Inc. 47.02K -4.1% $3.15M 0.0% ▼ Trim 3 SEC ↗
67 Pnc Financial Services Group, Inc. 47.02K -4.1% $3.15M 0.0% ▼ Trim 3 SEC ↗
68 Pnc Financial Services Group, Inc. 47.02K -4.1% $3.15M 0.0% ▼ Trim 3 SEC ↗
69 Pnc Financial Services Group, Inc. 47.02K -4.1% $3.15M 0.0% ▼ Trim 3 SEC ↗
70 Marshall Wace 42.58K New $2.85M 0.0% New 1 SEC ↗
71 Marshall Wace 42.58K New $2.85M 0.0% New 1 SEC ↗
72 Citadel Advisors 35.08K -6.1% $2.35M 0.0% ▼ Trim 9 SEC ↗
73 Corient Private Wealth LP 27.76K +5.5% $1.86M 0.0% ▲ Add 3 SEC ↗
74 Rockefeller Capital Management L.P. 27.59K +7.3% $1.85M 0.0% ▲ Add 3 SEC ↗
75 Rockefeller Capital Management L.P. 27.59K +7.3% $1.85M 0.0% ▲ Add 3 SEC ↗
76 Cibc World Market Inc. 27.01K -1.4% $1.81M 0.0% ▼ Trim 3 SEC ↗
77 Us Bancorp \De\ 24.89K +8.2% $1.67M 0.0% ▲ Add 3 SEC ↗
78 Us Bancorp \De\ 24.89K +8.2% $1.67M 0.0% ▲ Add 3 SEC ↗
79 Northern Trust Corp 24.15K +8.8% $1.62M 0.0% ▲ Add 3 SEC ↗
80 Northern Trust Corp 24.15K +8.8% $1.62M 0.0% ▲ Add 3 SEC ↗
81 TD Waterhouse Canada Inc. 23.91K -2.2% $1.61M 0.0% ▼ Trim 3 SEC ↗
82 Mercer Global Advisors Inc /Adv 23.09K -8.1% $1.55M 0.0% ▼ Trim 3 SEC ↗
83 Focus Partners Wealth 22.80K +32.8% $1.53M 0.0% ▲ Add 3 SEC ↗
84 Mariner, LLC 22.07K -57.3% $1.48M 0.0% ▼ Trim 3 SEC ↗
85 Lido Advisors, LLC 22.00K -28.6% $1.47M 0.0% ▼ Trim 3 SEC ↗
86 Quantinno Capital Management LP 21.64K -2.1% $1.45M 0.0% ▼ Trim 3 SEC ↗
87 Tudor Investment Corp Et Al 19.20K New $1.29M 0.0% New 1 SEC ↗
88 Cerity Partners LLC 15.42K -20.9% $1.03M 0.0% ▼ Trim 3 SEC ↗
89 Cerity Partners LLC 15.42K -20.9% $1.03M 0.0% ▼ Trim 3 SEC ↗
90 Cerity Partners LLC 15.42K -20.9% $1.03M 0.0% ▼ Trim 3 SEC ↗
91 Blair William & Co/Il 15.04K +12.0% $1.01M 0.0% ▲ Add 3 SEC ↗
92 Renaissance Technologies 14.90K New $998,449 0.0% New 1 SEC ↗
93 Brown Advisory Inc 14.06K -6.9% $942,495 0.0% ▼ Trim 3 SEC ↗
94 Brown Advisory Inc 14.06K -6.9% $942,495 0.0% ▼ Trim 3 SEC ↗
95 Hsbc Holdings Plc 12.49K 0.0% $836,687 0.0% Held 3 SEC ↗
96 Qube Research & Technologies Ltd 11.08K +130.3% $742,471 0.0% ▲ Add 3 SEC ↗
97 CIBC Bancorp USA Inc. 9.55K -8.8% $639,927 0.0% ▼ Trim 2 SEC ↗
98 CIBC Bancorp USA Inc. 9.55K -8.8% $639,927 0.0% ▼ Trim 2 SEC ↗
99 AQR Capital Management 8.90K +14.4% $596,724 0.0% ▲ Add 7 SEC ↗
100 Citigroup Inc 8.23K +356.3% $551,559 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

Manufacturers Life Insurance… $3.30M 0.0%
Marshall Wace $2.85M 0.0%
Marshall Wace $2.85M 0.0%
Tudor Investment Corp Et Al $1.29M 0.0%
Renaissance Technologies $998,449 0.0%

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