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Who Owns iShares U.S. Healthcare ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares U.S. Healthcare ETF.

Who crossed 5% of IYH →
Managers holding
26
as of 2026-09-30
Reported value
$17.3M
summed across filings
Shares held
242.8K
Added vs trimmed
6 / 6
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Gerald Baker Financial Group LLCUS HLTHCARE ETF80.5K shadded$5.8M
Castle Rock Wealth Management, LLCUS HLTHCARE ETF34.3K sh—$2.4M
Apella Capital, LLCUS HLTHCARE ETF17.1K shadded$1.2M
SILVIA MCCOLL WEALTH MANAGEMENT, LLCUS HLTHCARE ETF15.8K shheld$1.1M
Asempa Wealth AdvisorsUS HLTHCARE ETF11K shadded$776.4K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM9.3K shheld$666.9K
Acropolis Investment Management, LLCUS HLTHCARE ETF9.1K shtrimmed$648.3K
Farther Finance Advisors, LLCETF8.2K shtrimmed$589.8K
MRA Advisory GroupUS HLTHCARE ETF6.9K shadded$496.6K
Weaver Consulting GroupUS HLTHCARE ETF6.8K shheld$489.3K
CONGRESS ASSET MANAGEMENT COCOM5.1K sh—$362.7K
Graves Light Lenhart Wealth, Inc.US HLTHCARE ETF4.9K shheld$349.1K
CoreCap Advisors, LLCETF4.6K shtrimmed$328.8K
Sunburst Financial Group, LLCUS HLTHCARE ETF4K shtrimmed$288.9K
Atlas Brown,Inc.ETF3.7K shadded$268.3K
Kaydan Wealth Management, Inc.US HLTHCARE ETF3.7K shheld$263.4K
RHODES INVESTMENT ADVISORS INC /ADVUS HLTHCARE ETF3.5K sh—$252.2K
First Heartland Consultants, Inc.US HLTHCARE ETF3.4K shtrimmed$241.6K
Valeo Financial Advisors, LLCETF3.1K shadded$221.2K
Cadent Capital Advisors, LLCUS HLTHCARE ETF3K shheld$214.7K
FINANCIAL MANAGEMENT NETWORK INCUS HLTHCARE ETF3K shheld$211.2K
Davis Capital ManagementETF985 shtrimmed$70.5K
NORTH POINT PORTFOLIO MANAGERS CORP/OHUS HLTHCARE ETF300 sh—$21.5K
TOMPKINS FINANCIAL CORPUS HLTHCARE ETF220 shheld$15.7K
Pacifica Partners Inc.US HLTHCARE ETF160 shheld$11.3K
Retirement Wealth Solutions LLCUS HLTHCARE ETF1 shheld$97

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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