IXJ institutional holders

iShares Global Healthcare ETF · 317 reporting institutions · $2.8B reported value

Funds that can replace IXJ · IXJ return decomposition

Institutional holdings

Institutions reporting IXJ, largest first
InstitutionReported positionAdvisors at firmReport period
Blackrock, Inc.$1.4B02026-06-30
Phoenix Financial Ltd.$264.1M02026-06-30
Fisher Asset Management, LLC$207.9M2,9842026-06-30
Bank of America Corp /de$101.4M02026-06-30
Morgan Stanley$93.1M23,1852026-06-30
Assetmark, Inc$77.4M2202026-06-30
Fil Ltd$76.6M02026-06-30
Ci Investments Inc.$70.8M02026-06-30
Richard Bernstein Advisors LLC$37.1M02026-03-31
Jpmorgan Chase & Co$30.9M02026-06-30
UBS Group AG$30.3M02026-06-30
Wells Fargo & Company/mn$22.8M02026-06-30
Royal Bank of Canada$21.4M02026-06-30
Jupiter Topco LLC$18M02026-06-30
Raymond James Financial Inc$18M02026-06-30
Bank of Montreal /can$16.4M02026-06-30
Lpl Financial LLC$16.2M23,4582026-06-30
Envestnet Pmc$14.6M602026-06-30
Hightower Advisors, LLC$13.7M1,0462026-06-30
Jane Street Group, LLC$12.6M02026-06-30
Federation Des Caisses Desjardins Du Quebec$12.4M02026-06-30
Banco Santander, S.A.$11.6M02026-06-30
Robertson Stephens Wealth Management, LLC$11.4M722026-06-30
Leo Wealth, LLC$11.2M152026-03-31
Kb Prvo Drustvo Za Upravuvanje So Zadolzitelni I Dobrovolni Penziski Fondovi Ad Skopje$10.3M02026-06-30
Royal Fund Management, LLC$9.6M832026-06-30
Commonwealth Equity Services, LLC$8.2M2,8632026-06-30
Managed Asset Portfolios, LLC$7.8M182026-06-30
Pgim Custom Harvest LLC$5.9M02026-06-30
Fca Corp /tx$5.3M122026-06-30
Cetera Investment Advisers$4.8M10,3702026-06-30
Goldman Sachs Group Inc$4.7M02026-06-30
Mirae Asset Global Investments Co., Ltd.$4.7M02026-06-30
Osaic Holdings, Inc.$4.5M02026-06-30
Bnp Paribas Financial Markets$4.4M02026-06-30
Banque Transatlantique SA$4.4M02026-06-30
United Capital Financial Advisors, LLC$4.1M1662026-06-30
Scotia Capital Inc.$4M02026-06-30
Transatlantique Private Wealth LLC$3.9M112025-12-31
Northwestern Mutual Wealth Management Co$3.8M02026-06-30
Citigroup Inc$3.8M02026-06-30
Farther Finance Advisors, LLC$3.7M3342026-06-30
Apexium Financial, LP$3.7M02025-09-30
Franklin Resources Inc$3.1M02026-06-30
TD Waterhouse Canada Inc.$3M02026-06-30
Creative Planning$2.8M1,1712026-06-30
Rathbones Group PLC$2.8M02026-06-30
Vontobel Holding Ltd.$2.6M02026-06-30
Truist Financial Corp$2.6M02026-06-30
Viawealth, LLC$2.6M22026-06-30
Jones Financial Companies LLLP$2.4M02026-06-30
Equitable Holdings, Inc.$2.4M02026-06-30
Sanctuary Advisors, LLC$2.4M4012026-06-30
Kestra Advisory Services, LLC$2.1M1,4792026-06-30
Ameriprise Financial Inc$2.1M02026-06-30
Legacy Wealth Partners, LLC$2.1M92026-06-30
Logan Stone Capital, LLC$1.9M02026-06-30
Harbour Investments, Inc.$1.9M2472026-06-30
Clarity Wealth Advisors, LLC$1.9M22026-06-30
Marotta Asset Management$1.9M92026-06-30
Beacon Pointe Advisors, LLC$1.9M4662026-06-30
Seia$1.8M1412026-06-30
Private Advisor Group, LLC$1.8M9272026-06-30
Anson Capital, Inc.$1.7M32026-06-30
Balefire, LLC$1.7M372026-06-30
Atria Investments, Inc$1.7M62026-06-30
Gladstone Institutional Advisory LLC$1.7M1082026-06-30
Fmr LLC$1.6M02026-06-30
White Lighthouse Investment Management Inc.$1.6M62026-06-30
Rockefeller Capital Management LP$1.5M3462026-06-30
Invst, LLC$1.5M332026-06-30
Captrust Financial Advisors$1.4M9622026-06-30
Decision Investments, Inc$1.3M22026-06-30
Icici Asset Management$1.3M02026-06-30
D.A. Davidson & Co.$1.2M6892026-06-30
Algorithmic Investment Models, LLC$1.2M72026-06-30
Snowden Capital Advisors LLC$1.2M1222026-06-30
Mercer Global Advisors Inc /adv$1.2M02026-06-30
Qube Research & Technologies Ltd$1.2M02026-06-30
Steward Partners Investment Advisory, LLC$1.2M4812026-06-30
Gateway Wealth Partners, LLC$1.2M1012026-06-30
Sequoia Financial Group, LLC$1.2M2582026-06-30
Meridian Investment Counsel Inc.$1.1M32026-06-30
Mai Capital Management$1.1M3082026-06-30
Stifel Financial Corp$1M02026-06-30
Thepartners Wealth Management$977K372026-06-30
Cwm, LLC$947.3K6672026-03-31
Clearstead; Clearstead Advisory Solutions$916.9K642026-06-30
Maltin Wealth Management, Inc.$900.2K42026-06-30
Avidian Wealth Enterprises, LLC$897.7K432026-06-30
PNC Financial Services Group, Inc.$864.2K02026-06-30
National Bank of Canada /fi$832.3K02026-06-30
Cassaday & Co Wealth Management LLC$816.6K472026-06-30
Spire Wealth Management$787.4K32026-06-30
Cerity Partners LLC$782K7772026-06-30
Pathstone Holdings, LLC$771.3K02026-06-30
Kingsview Wealth Management, LLC$719.8K1152026-06-30
CIBC World Market Inc.$717.2K02026-06-30
Anchor Investment Management, LLC$704.8K62026-03-31
Elevation Point Wealth Partners, LLC$684.9K562026-06-30
Vestmark Advisory Solutions, Inc.$683.4K82026-06-30
Savvy Advisors, Inc.$670.4K2142026-06-30
Elco Management Co., LLC$652K62026-06-30
Hb Wealth Management, LLC$649.5K1692026-06-30
Fosun International Ltd$635.6K02026-06-30
MML Investors Services, LLC$617.5K5,1202026-06-30
Integrated Wealth Concepts LLC$612.5K4802026-06-30
Mariner, LLC$601.7K02026-06-30
Advisory Services Network$588.1K2532026-06-30
Collaborative Capital Advisors LLC$586.5K22026-06-30
Fortis Advisors, LLC$570.5K32026-06-30
Ae Wealth Management LLC$568.1K4712026-06-30
Bond & Devick Wealth Partners$561.9K102026-06-30
Davenport & Co LLC$530.3K3392026-06-30
B. Riley Wealth Advisors, Inc.$524.4K1702026-06-30
Global Retirement Partners LLC$519.7K4912026-06-30
J.W. Cole Advisors, Inc.$519.6K4992026-06-30
Sovran Advisors, LLC$514.3K702026-06-30
Fifth Third Bancorp$472K02026-06-30
Kcm Investment Advisors LLC$471.2K72026-06-30
Everett Harris & Co /ca$455.5K102026-06-30
Tepp RIA, LLC$451.4K32026-06-30
Barry Investment Advisors, LLC$450.7K82026-06-30
Wealth Enhancement Advisory Services, LLC$446K1,0262026-06-30
The Ascent Group, LLC$439.6K202026-06-30
J. R. Prunier Capital Management LLC$433.5K02026-03-31
Nwam LLC$432.7K622026-06-30
Patriot Investment Management Group, Inc.$428.1K152026-06-30
Ep Wealth Advisors, LLC$426.2K3382026-06-30
The Caprock Group, LLC$394.9K512026-06-30
Comerica Bank$390K02025-12-31
East Coast Asset Management, Llc.$389.9K42026-06-30
Bank of New York Mellon Corp$389.8K02026-06-30
Mmbg Investment Advisors Co.$383.7K72026-06-30
Cubist Systematic Strategies, LLC$380.8K02025-09-30
Prospera Financial Services, Inc.$379.6K2702026-06-30
Good Harbor Advisors, Inc.$377.1K42026-06-30
Bridgewater Advisors Inc.$374.5K142026-06-30
Aqr Capital Management LLC$366.1K12026-06-30
Patron Partners, LLC$365.9K22026-06-30
Iht Wealth Management LLC$361.9K1592026-06-30
Kestra Private Wealth Services, LLC$357.6K2062026-06-30
Strategic Blueprint, LLC$350.5K552026-06-30
Waystone Advisors LLC$349.9K42026-06-30
The Fiduciary Alliance$348.1K492026-06-30
Daybright Advisory Services, Inc.$341.7K192026-06-30
Newedge Advisors$331K6012026-06-30
Cordatus Wealth Management LLC$328.4K62026-06-30
Baird Financial Group, Inc.$322.5K02026-06-30
Bradley Foster & Sargent Inc/ct$321.9K02026-06-30
Ignite Planners LLC$317.6K242026-06-30
Wharton Business Group, LLC$316.8K32026-06-30
First American Trust, Fsb$316K02026-06-30
Glen Eagle Advisors, LLC$306.7K132026-06-30
Savant Wealth Management$303.3K4052026-06-30
Mgo One Seven LLC$295.9K1182026-06-30
Lido Advisors, LLC$295.8K3202026-06-30
Continuum Wealth Advisors, LLC$294.5K62026-06-30
Interchange Capital Partners, LLC$293.5K82026-06-30
Webster Bank, N. A.$292.7K02026-06-30
Western Wealth Management, LLC$289.4K1122026-06-30
Cahill Financial Advisors, Inc.$287.5K122026-06-30
Integrity Alliance, Llc.$285.9K3532026-06-30
Waverly Advisors, LLC$283K2312026-06-30
Tricert Investment Counsel Inc.$280.4K02026-06-30
Wealthstar Advisors, LLC$279K92026-06-30
Beacon Financial Advisory LLC$278.4K132026-06-30
Pks Advisory Services, LLC$272.5K462026-06-30
Stonebridge Financial Planning Group, LLC$265.1K52026-06-30
Fulcrum Wealth Advisors, LLC$256.8K32026-06-30
Gotham Asset Management, LLC$253.8K52026-06-30
Blair William & Co/il$253.1K3292026-06-30
Front Row Advisors LLC$251.9K72026-06-30
Carnegie Investment Counsel$250.9K372026-06-30
Laurel Oak Wealth Management, LLC$249.4K142026-06-30
Moneta Group Investment Advisors LLC$248.9K2562026-06-30
Viewpoint Investment Partners Corp$247.4K02026-06-30
Courage Miller Partners, LLC$246.9K32026-06-30
Sbi Securities Co., Ltd.$241.2K02026-06-30
Tiller Private Wealth, Inc.$240.5K52026-06-30
Insigneo Advisory Services, LLC$240.1K2252026-06-30
Susquehanna International Group, LLP$238.2K02026-06-30
Intellectus Partners, LLC$236.1K62026-06-30
Valmark Advisers, Inc.$234.6K2952026-06-30
Destination Wealth Management$232.2K372026-06-30
Moors & Cabot, Inc.$228.7K822026-06-30
Readystate Asset Management LP$226.1K02026-06-30
Chevy Chase Trust Holdings, LLC$223K02026-06-30
Brookstone Capital Management$221.9K3372026-06-30
Lasalle St. Investment Advisors, LLC$221.3K1612026-06-30
Nuveen, LLC$221.2K02026-06-30
Corient Private Wealth LP$219.8K6742026-06-30
Gfs Advisors, LLC$219.2K102025-12-31
Money Concepts Capital Corp$218.3K3892026-06-30
Northern Trust Corp$218.2K02026-06-30
Harding Loevner LP$215.5K02026-06-30
Ausdal Financial Partners, Inc.$214.6K1892026-06-30
Vista Capital Partners, Inc.$211.8K232026-06-30
Segment Wealth Management, LLC$209.5K32026-06-30
Investmark Advisory Group LLC$209.1K112026-06-30
O'Shaughnessy Asset Management, LLC$207.5K582026-06-30
Union Bancaire Privee, Ubp SA$205.5K02026-06-30
Slow Capital, Inc.$204.2K22026-06-30
Lynx Investment Advisory$202K112026-06-30
Courier Capital LLC$200.9K142026-06-30
Manchester Capital Management LLC$196.8K122026-06-30
US Bancorp$179K02026-06-30
Allworth Financial, LP$164.7K3172026-06-30
Ifp Advisors, Inc$154.9K3182026-06-30
Salem Investment Counselors Inc$137.7K132026-06-30
Arax Advisory Partners$129.3K2322026-06-30
Sankala Group LLC$116.9K42026-06-30
Harbor Asset Planning, Inc.$114.4K22026-06-30
Ima Advisory Services, Inc.$110.8K482026-06-30
Huntington National Bank$107K02026-06-30
Breakwater Investment Management$101.9K32026-06-30
Blue Trust, Inc.$100.2K02026-06-30
Titan Wealth (ci) Ltd$93K02026-06-30
Princeton Global Asset Management LLC$85.8K172026-06-30
First Horizon Corp$81.7K02026-06-30
Efg International AG$78.7K02026-06-30
Aptus Capital Advisors, LLC$72K212026-06-30
Dunhill Financial, LLC$71.8K122026-06-30
Sittner & Nelson, LLC$67.9K42026-06-30
Triumph Capital Management$59.4K142026-06-30
Parkside Financial Bank & Trust$53.3K02026-03-31
Intesa Sanpaolo Wealth Management$51.2K02026-06-30
Financial Consulate, Inc$48.7K132026-06-30
Evelyn Partners Asset Management Limited$47.5K02026-03-31
Atlantic Union Bankshares Corp$46.1K02026-06-30
Lifesteps Financial$43.4K72026-06-30
Capital Investment Counsel, Inc$42.6K42026-06-30
Paladin Wealth Partners$41.3K32026-06-30
Country Trust Bank$34.4K02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$34.4K02026-06-30
Vermillion Wealth Management, Inc.$34.2K42026-06-30
Physician Wealth Advisors, Inc.$33.5K92026-06-30
Hollencrest Capital Management$31K152026-06-30
Y.D. More Investments Ltd$30.7K02026-06-30
Retire Agile$29.6K42026-06-30
Ifg Advisory, LLC$28.8K1102026-06-30
Bogart Wealth, LLC$24.8K242026-06-30
Lom Asset Management Ltd$24.5K02026-06-30
Darwin Wealth Management, LLC$24K122026-06-30
Financial Gravity Companies, Inc.$22.6K02026-06-30
Parallel Advisors, LLC$22.6K752026-06-30
Entrust Financial LLC$21.6K52026-06-30
Financial Gravity Asset Management, Inc.$21.5K12026-03-31
Gill Capital Partners$21.5K102026-06-30
International Assets Investment Management, LLC$21.5K1222026-06-30

The 250 largest of 317 reporting institutions are listed.

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