IHF institutional holders

iShares U.S. Health Care Providers ETF · 226 reporting institutions · $752.9M reported value

Funds that can replace IHF · IHF return decomposition

Institutional holdings

Institutions reporting IHF, largest first
InstitutionReported positionAdvisors at firmReport period
Jpmorgan Chase & Co$148.7M02026-06-30
Lpl Financial LLC$91.6M23,4582026-06-30
Sather Financial Group Inc$59.2M92026-06-30
Phoenix Financial Ltd.$56.7M02026-06-30
Morgan Stanley$47.5M23,1852026-06-30
Royal Bank of Canada$26.8M02026-06-30
Element Pointe Advisors, LLC$26.7M82026-06-30
Bank of America Corp /de$23.6M02026-06-30
Tidal Investments LLC$20.9M02026-06-30
Wells Fargo & Company/mn$20.6M02026-06-30
Kingsview Wealth Management, LLC$19.8M1152026-06-30
Wharton Business Group, LLC$18.6M32026-06-30
Envestnet Pmc$18.4M602026-06-30
Bank of New York Mellon Corp$11.9M02026-06-30
Goldman Sachs Group Inc$10.4M02026-06-30
Cetera Investment Advisers$9.9M10,3702026-06-30
Banco Bilbao Vizcaya Argentaria, S.A.$9M02026-06-30
UBS Group AG$8.2M02026-06-30
Raymond James Financial Inc$7.9M02026-06-30
Stifel Financial Corp$6.8M02026-06-30
Northwestern Mutual Wealth Management Co$6M02026-06-30
Mercer Global Advisors Inc /adv$5.9M02026-06-30
Sage Advisory Services, Ltd.co.$5.4M02026-06-30
Martin & Co Inc /tn$4.9M62026-06-30
Merit Financial Group, LLC$4.7M2952026-06-30
Commonwealth Equity Services, LLC$3.1M2,8632026-06-30
Bnp Paribas Financial Markets$2.8M02026-06-30
Ifg Advisory, LLC$2.3M1102026-06-30
Rockefeller Capital Management LP$2.2M3462026-06-30
Leuthold Weeden Capital Management$2.1M32026-06-30
Harbour Investments, Inc.$2.1M2472026-06-30
Susquehanna International Group, LLP$2M02026-06-30
Beacon Pointe Advisors, LLC$1.9M4662026-06-30
Wexford Capital LP$1.7M02026-06-30
Ameriprise Financial Inc$1.7M02026-06-30
Integrated Wealth Concepts LLC$1.6M4802026-06-30
Creative Planning$1.6M1,1712026-06-30
Hills Bank & Trust Co$1.6M02026-06-30
Kestra Advisory Services, LLC$1.5M1,4792026-06-30
Osaic Holdings, Inc.$1.5M02026-06-30
Jones Financial Companies LLLP$1.5M02026-06-30
Hightower Advisors, LLC$1.4M1,0462026-06-30
Truist Financial Corp$1.3M02026-06-30
Trust Co of Toledo NA /oh$1.3M02026-06-30
Jefferies Financial Group Inc.$1.2M02026-06-30
Fmr LLC$1.1M02026-06-30
Quadrature Capital Ltd$1.1M02026-06-30
Sowell Financial Services LLC$1.1M1082026-06-30
Gts Securities LLC$932.4K02026-06-30
Tower Research Capital LLC (trc)$914.6K02026-06-30
Investment House LLC$861.5K82026-06-30
Dumont & Blake Investment Advisors LLC$853.3K32026-06-30
Two Sigma Investments, LP$803.5K02026-06-30
Scotia Capital Inc.$792.1K02026-06-30
Level Four Advisory Services$782.2K1412026-06-30
Neuberger Berman Group LLC$755.5K02026-06-30
Sava Infond D.o.o.$751.4K02026-06-30
MML Investors Services, LLC$735.8K5,1202026-06-30
Realta Investment Advisors$714.3K572026-06-30
Wisconsin Wealth Advisors, LLC$706.7K32026-06-30
Shelton Capital Management$699.7K152026-06-30
Principal Securities, Inc.$681.5K1,4632026-06-30
Cerity Partners LLC$680.4K7772026-06-30
Evanson Financial, LLC$680K42026-06-30
Focus Partners Wealth$655.8K1,0482026-06-30
Voya Financial Advisors, Inc.$654.3K7412026-06-30
The Caprock Group, LLC$633.5K512026-06-30
Vestgen Advisors, LLC$605K582026-06-30
Northland Securities, Inc.$597.7K422026-06-30
Federation Des Caisses Desjardins Du Quebec$585.6K02026-06-30
Cresset Asset Management, LLC$568.8K2122026-06-30
First Heartland Consultants, Inc.$557.3K992026-06-30
Iowa State Bank$553.3K02026-06-30
Arax Advisory Partners$540.3K2322026-06-30
Urban Wealth Management, LLC$537.8K02026-06-30
Ieq Capital, LLC$528.1K1972026-06-30
Kraft, Davis & Associates, LLC$519.8K52026-06-30
Evanson Asset Management, LLC$514K02026-03-31
First National Corp /ma/ /adv$490.7K02025-09-30
Garrison Point Advisors, LLC$490.2K52026-06-30
Fifth Third Securities, Inc.$479.3K1,0142026-06-30
Lanark Financial, Inc.$471.7K692026-06-30
Mai Capital Management$445.4K3082026-06-30
Advisory Services Network$445.3K2532026-06-30
First Foundation Advisors$434.3K292026-06-30
Haverford Trust Co$407.5K02026-06-30
Bensler, LLC$404.5K322026-06-30
Purkiss Capital Advisors LLC$398.2K52026-06-30
Equity Investment Corp$385.2K162026-06-30
Kcm Investment Advisors LLC$384.9K72026-06-30
Grimes & Co Wealth Management, LLC$375K382026-06-30
Steward Partners Investment Advisory, LLC$374.7K4812026-06-30
Crescent Grove Advisors, LLC$364.7K212026-06-30
Valeo Financial Advisors, LLC$359.1K1082026-06-30
Imc-Chicago, LLC$357.9K02026-06-30
Captrust Financial Advisors$350.1K9622026-06-30
Pfg Investments, LLC$347.7K02026-06-30
Farther Finance Advisors, LLC$346.1K3342026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$342.3K02026-06-30
First Horizon Corp$338.9K02026-06-30
Alphacore Capital LLC$337.4K692026-06-30
Glenview Trust Co$336.9K02026-06-30
Capital Square, LLC$335.4K112026-06-30
U.S. Capital Wealth Advisors, LLC$329.7K02026-03-31
Equitable Holdings, Inc.$328.1K02026-06-30
World Investment Advisors$314K3592026-06-30
Tritonpoint Wealth, LLC$310.7K112026-06-30
Tritonpoint Partners, LLC$310.7K102026-06-30
Perigon Wealth Management, LLC$310K922026-06-30
Mason & Associates Inc$303.5K82026-06-30
TD Waterhouse Canada Inc.$299.1K02026-06-30
Prospera Financial Services, Inc.$294.4K2702026-06-30
Hbk Sorce Advisory LLC$291.2K732026-06-30
Corient Private Wealth LP$286.8K6742026-06-30
Koshinski Asset Management, Inc.$286.8K692026-06-30
Financial Solutions Advisory Group$279.8K82026-06-30
Envision Financial Transparency, LLC$279.4K162026-06-30
Waterloo Capital, LP$267.1K572026-06-30
Wealth Enhancement Advisory Services, LLC$265K1,0262026-06-30
Dakota Wealth Management$260.3K02026-06-30
Stephens Inc /ar$259.2K2432026-06-30
Bouchey Financial Group, Ltd.$254K112026-06-30
Arkadios Wealth Advisors$250.3K2262026-06-30
Primoris Wealth Advisors, LLC$249K62026-06-30
Aviance Capital Partners, LLC$235.2K62026-06-30
Joseph P. Lucia & Associates, LLC$233.5K32026-06-30
Brown Advisory Inc$230.5K02026-06-30
Sunbelt Securities, Inc.$225.3K632026-03-31
Quantinno Capital Management LP$224.6K02026-06-30
Blackrock, Inc.$223.5K02026-06-30
V2 Financial Group LLC$221.3K42026-06-30
Fifth Third Bancorp$219K02026-06-30
Comerica Bank$217.2K02025-12-31
Private Advisor Group, LLC$212.4K9272026-06-30
Two Sigma Securities, LLC$210.6K02026-06-30
Tlwm$210.4K102026-06-30
Laird Norton Wetherby Trust Company, LLC$207.8K02026-06-30
Bokf, NA$198.9K02026-06-30
Weaver Capital Management LLC$187.4K32026-06-30
Cwm, LLC$176.5K6672026-03-31
Mondrian Investment Partners Limited$164.5K02026-06-30
Ep Wealth Advisors, LLC$161K3382026-06-30
Global Retirement Partners LLC$153.6K4912026-06-30
Bank of Montreal /can$133.6K02026-06-30
Toth Financial Advisory Corp$130K102026-06-30
Institute for Wealth Management, Llc.$126.2K132026-06-30
Barclays PLC$123.1K02026-06-30
CIBC Private Wealth Group LLC$119.9K02025-12-31
Harbor Investment Advisory, LLC$113.4K312026-06-30
US Bancorp$110.3K02026-06-30
Balentine LLC$107.3K182026-06-30
New. Advisory Services, LLC$102.1K152026-06-30
Powell Investment Advisors, LLC$96.6K22026-06-30
Y.D. More Investments Ltd$82.4K02026-06-30
Smartleaf Asset Management LLC$66.4K92026-06-30
Rosemeyer Management Group$66.2K152026-06-30
Founders Financial Alliance, LLC$65.4K322026-06-30
International Assets Investment Management, LLC$59.8K1222026-06-30
Kayne Anderson Rudnick Investment Management LLC$57.8K362026-06-30
High Point Wealth Management, LLC$55.3K22026-06-30
Brentview Investment Management LLC$55.3K32026-06-30
10elms LLP$55.3K42026-06-30
Highmark Wealth Management LLC$55.3K52026-06-30
Keating Financial Advisory Services, Inc.$55.1K252026-06-30
PNC Financial Services Group, Inc.$52K02026-06-30
Private Trust Co NA$51.2K02026-06-30
The Nalls Sherbakoff Group, LLC$47.9K32026-06-30
Ascentis Independent Advisors$47.9K532026-06-30
The Joseph Group Capital Management$45.1K92026-06-30
Cape Investment Advisory, Inc.$44.5K352026-06-30
Wealthshield Partners, LLC$43.2K02026-06-30
Top Private Wealth Llc.$40.7K22026-06-30
Strive Financial Group , LLC$37.1K112026-06-30
City State Bank$34.6K02026-06-30
O'Shaughnessy Asset Management, LLC$33.9K582026-06-30
Cnb Bank$33.8K02026-06-30
Ameritas Investment Partners, Inc.$33.4K72026-06-30
Commonwealth Retirement Investments LLC$29.2K32026-06-30
Vanguard National Trust Co$27.7K02026-06-30
Ifp Advisors, Inc$27.7K3182026-06-30
Chung Wu Investment Group, LLC$27.7K22026-06-30
Soa Wealth Advisors, Llc.$27.7K102026-06-30
Harbor Asset Planning, Inc.$26.4K22026-06-30
Register Financial Advisors LLC$25.2K02026-06-30
Piscataqua Savings Bank$22.1K02026-06-30
Iag Wealth Partners, LLC$21.6K172026-06-30
Sym Financial Corp$17.7K332026-06-30
Cheviot Value Management, LLC$16.5K82026-06-30
Blueline Advisors LLC$16.2K42026-06-30
Proffitt & Goodson Inc.$15.7K62026-06-30
McGuire Capital Advisors Inc$15.1K42026-06-30
Vima LLC$14.7K122026-06-30
Spire Wealth Management$14.5K32026-06-30
Motco$13.8K02026-06-30
Steigerwald, Gordon & Koch Inc.$13.8K92026-06-30
Vision Retirement, LLC$13.8K72026-06-30
National Bank of Canada /fi$13.8K02026-06-30
Broadwater Capital Management LLC$8.9K12026-06-30
Pinnacle Wealth Planning Services, Inc.$8.3K202026-06-30
Newedge Advisors$8.3K6012026-06-30
Thompson Investment Management, Inc.$8.3K62026-06-30
Allworth Financial, LP$8K3172026-06-30
Hollencrest Capital Management$7.5K152026-06-30
Cbiz Investment Advisory Services, LLC$6.9K892026-06-30
Bfsg, LLC$6.2K252026-06-30
Central Pacific Bank - Trust Division$6.1K02026-06-30
Godfrey Financial Associates, Inc.$5.5K32026-06-30
Continuum Advisory, LLC$3.2K402026-06-30
Peapack Gladstone Financial Corp$2.7K02026-06-30
Fdx Advisors, Inc.$2.7K02026-06-30
Portfolio Resources Advisor Group, Inc.$2.5K112026-06-30
Blair William & Co/il$2.2K3292026-06-30
Janney Montgomery Scott LLC$2.2K1,3422026-06-30
Global Trust Asset Management, LLC$1.4K82026-06-30
Tidemark, LLC$1.3K82026-06-30
Cambridge Investment Research Advisors, Inc.$8903,9402026-03-31
Aptus Capital Advisors, LLC$609212026-06-30
Wedbush Securities Inc$5242202026-06-30
Thrivent Financial for Lutherans$39602026-06-30
Abound Wealth Management$220162026-06-30
Capital Advisor Network LLC$16682026-06-30
Tsfg, LLC$8862026-06-30
Hazlett, Burt & Watson, Inc.$71202026-06-30
Huntington National Bank$5502026-06-30
Oakmont Advisory Group, LLC$1032026-06-30
Interactive Advisers, Interactive Advisors$232026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30