Filing Research | ISHARES US HEALTHCARE (MKT) Institutional Holdings

Snapshot holdings

50 / 159 loaded

#		Instrument	quantity
1	Oakworth Capital, Inc.	Shares	609.7KSH	$41.0M
2	ARKANSAS FINANCIAL GROUP, INC.	Shares	156.1KSH	$10.5M
3	Ninety One SA (PTY) Ltd	Shares	102.2KSH	$6.8M
4	First Citizens Financial Corp	Shares	92.7KSH	$6.2M
5	FORTE ASSET MANAGEMENT LLC	Shares	77.6KSH	$5.2M
6	Stillwater Capital Advisors, LLC	Shares	73.5KSH	$4.9M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	52.7KSH	$3.6M
8	RAINEY & RANDALL WEALTH ADVISORS INC.	Shares	46.0KSH	$3.1M
9	Mine & Arao Wealth Creation & Management, LLC.	Shares	44.4KSH	$3.0M
10	J.W. COLE ADVISORS, INC.	Shares	42.8KSH	$2.9M
11	Conservest Capital Advisors, Inc.	Shares	40.9KSH	$2.7M
12	Laurel Wealth Advisors LLC	Shares	38.5KSH	$2.6M
13	Essex LLC	Shares	34.1KSH	$2.3M
14	Quest 10 Wealth Builders, Inc.	Shares	31.7KSH	$2.1M
15	INDEPENDENT FINANCIAL GROUP, LLC	Shares	30.0KSH	$2.0M
16	JOHNSON INVESTMENT COUNSEL INC	Shares	29.8KSH	$2.0M
17	FIFTH THIRD SECURITIES, INC.	Shares	29.6KSH	$2.0M
18	DAVENPORT & Co LLC	Shares	26.4KSH	$1.8M
19	Y-Intercept (Hong Kong) Ltd	Shares	21.4KSH	$1.4M
20	KENNICOTT CAPITAL MANAGEMENT LLC	Shares	20.9KSH	$1.4M
21	Prospera Financial Services Inc	Shares	20.1KSH	$1.3M
22	BANQUE PICTET & CIE SA	Shares	19.1KSH	$1.3M
23	Apella Capital, LLC	Shares	16.7KSH	$1.2M
24	KMG FIDUCIARY PARTNERS, LLC	Shares	16.3KSH	$1.1M
25	My Personal CFO, LLC	Shares	16.0KSH	$1.1M
26	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	Shares	15.8KSH	$1.1M
27	SOA Wealth Advisors, LLC.	Shares	14.9KSH	$996.4K
28	IFP Advisors, Inc	Shares	14.6KSH	$976.1K
29	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	14.5KSH	$974.3K
30	Oxinas Partners, LLC	Shares	14.0KSH	$936.8K
31	Royal Fund Management, LLC	Shares	13.8KSH	$925.2K
32	Climber Capital SA	Shares	19.1KSH	$917.2K
33	High Point Wealth Management, LLC	Shares	13.4KSH	$898.9K
34	Bond & Devick Financial Network, Inc.	Shares	13.2KSH	$883.7K
35	CARY STREET PARTNERS FINANCIAL LLC	Shares	12.9KSH	$865.0K
36	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	12.6KSH	$844.1K
37	Sowell Financial Services LLC	Shares	12.6KSH	$842.2K
38	Farther Finance Advisors, LLC	Shares	11.6KSH	$779.7K
39	CENTRAL VALLEY ADVISORS, LLC	Shares	11.1KSH	$742.8K
40	Sachetta, LLC	Shares	11.0KSH	$739.3K
41	Asempa Wealth Advisors	Shares	11.0KSH	$738.6K
42	Owen LaRue, LLC	Shares	10.1KSH	$678.0K
43	American State Bank (Iowa)	Shares	9.9KSH	$664.4K
44	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	9.6KSH	$643.1K
45	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	9.3KSH	$624.5K
46	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	9.3KSH	$624.2K
47	Thomasville National Bank	Shares	9.3KSH	$621.5K
48	FIRST CITIZENS BANK & TRUST CO	Shares	9.2KSH	$614.8K
49	Symphony Financial Services, Inc.	Shares	9.2KSH	$614.5K
50	Acropolis Investment Management, LLC	Shares	9.1KSH	$607.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 165 loaded

#		Instrument
1	Oakworth Capital, Inc. added	Shares	+192.4K	+$15.2M	$41.0M
2	Ninety One SA (PTY) Ltd new	Shares	+102.2K	+$6.8M	$6.8M
3	J.W. COLE ADVISORS, INC. new	Shares	+42.8K	+$2.9M	$2.9M
4	ARKANSAS FINANCIAL GROUP, INC. added	Shares	+26.5K	+$2.3M	$10.5M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+21.4K	+$1.4M	$1.4M
6	FORTE ASSET MANAGEMENT LLC added	Shares	+11.6K	+$1.1M	$5.2M
7	First Citizens Financial Corp trimmed	Shares	-163	+$487.8K	$6.2M
8	SIERRA SUMMIT ADVISORS LLC new	Shares	+5.6K	+$377.9K	$377.9K
9	Stillwater Capital Advisors, LLC trimmed	Shares	-580	+$359.2K	$4.9M
10	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+4.5K	+$304.6K	$304.6K
11	Mine & Arao Wealth Creation & Management, LLC. added	Shares	+1.0K	+$301.3K	$3.0M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-647	+$289.2K	$3.6M
13	FIFTH THIRD SECURITIES, INC. added	Shares	+1.8K	+$272.2K	$2.0M
14	Laurel Wealth Advisors LLC added	Shares	+101	+$259.8K	$2.6M
15	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.1K	+$229.3K	$2.0M
16	Conservest Capital Advisors, Inc. added	Shares	+112	+$226.5K	$2.7M
17	Marshall Financial Group, LLC new	Shares	+3.2K	+$217.6K	$217.6K
18	GEM Asset Management, LLC new	Shares	+3.2K	+$217.5K	$217.5K
19	PARK NATIONAL CORP /OH/ new	Shares	+3.1K	+$211.1K	$211.1K
20	Valeo Financial Advisors, LLC new	Shares	+3.1K	+$206.8K	$206.8K
21	JOHNSON INVESTMENT COUNSEL INC added	Shares	+745	+$206.2K	$2.0M
22	RAINEY & RANDALL WEALTH ADVISORS INC. trimmed	Shares	-670	+$205.8K	$3.1M
23	Capital Squared Financial LLC new	Shares	+3.1K	+$204.7K	$204.7K
24	Composition Wealth, LLC new	Shares	+3.0K	+$202.6K	$202.6K
25	SEMITAM BONAM LLC new	Shares	+3.0K	+$201.9K	$201.9K
26	Cadent Capital Advisors, LLC new	Shares	+3.0K	+$201.0K	$201.0K
27	Prospera Financial Services Inc added	Shares	+1.4K	+$192.1K	$1.3M
28	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.7K	+$176.6K	$865.0K
29	Owen LaRue, LLC added	Shares	+1.7K	+$158.4K	$678.0K
30	Quest 10 Wealth Builders, Inc. trimmed	Shares	-513	+$138.6K	$2.1M
31	DAVENPORT & Co LLC trimmed	Shares	-215	+$128.3K	$1.8M
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1.7K	+$126.8K	$247.6K
33	Essex LLC trimmed	Shares	-981	+$122.9K	$2.3M
34	Sachetta, LLC added	Shares	+958	+$118.3K	$739.3K
35	Apella Capital, LLC unchanged	Shares	0	+$115.6K	$1.2M
36	KENNICOTT CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$112.3K	$1.4M
37	BANQUE PICTET & CIE SA unchanged	Shares	0	+$102.5K	$1.3M
38	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$87.8K	$974.3K
39	SILVIA MCCOLL WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$84.8K	$1.1M
40	IFP Advisors, Inc added	Shares	+105	+$84.7K	$976.1K
41	Bond & Devick Financial Network, Inc. unchanged	Shares	0	+$70.8K	$883.7K
42	Sowell Financial Services LLC unchanged	Shares	0	+$67.5K	$842.2K
43	LAUREL OAK WEALTH MANAGEMENT, LLC trimmed	Shares	-45	+$64.9K	$844.1K
44	KMG FIDUCIARY PARTNERS, LLC trimmed	Shares	-439	+$60.7K	$1.1M
45	Procyon Advisors, LLC added	Shares	+228	+$54.2K	$501.1K
46	American State Bank (Iowa) unchanged	Shares	0	+$53.2K	$664.4K
47	Asempa Wealth Advisors trimmed	Shares	-16	+$52.9K	$738.6K
48	Whitener Capital Management, Inc. added	Shares	+432	+$51.1K	$306.0K
49	SOA Wealth Advisors, LLC. trimmed	Shares	-470	+$50.9K	$996.4K
50	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC unchanged	Shares	0	+$50.0K	$624.5K

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