Ticker: IYH CUSIP: 464287762 Class: US HLTHCARE ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Camarda Financial Advisors, LLC | 223,592 | $14,556 |
| Summit Financial Consulting LLC | 109,847 | $7,151 |
| RPS ADVISORY SOLUTIONS LLC | 144,028 | $9,376 |
| Pinkerton Retirement Specialists, LLC | 615,838 | $40,091 |
| SHERMAN PORFOLIOS, LLC | 271,156 | $17,652 |
| Lifestyle Asset Management, Inc. | 50,593 | $3,294 |
| WIN ADVISORS, INC | 35,303 | $2,298 |
| Three Seasons Wealth, LLC | 144,312 | $9,395 |
| My Personal CFO, LLC | 24,750 | $1,611 |
| Balboa Wealth Partners | 44,382 | $2,889 |
| USA FINANCIAL FORMULAS | 39,109 | $2,546 |
| Yeomans Consulting Group, Inc. | 19,961 | $1,299 |
| Astoria Portfolio Advisors LLC. | 10,993 | $728 |
| Smartleaf Asset Management LLC | 42,513 | $2,785 |
| HERITAGE OAK WEALTH ADVISORS LLC | 5,181 | $337 |
| Black Swift Group, LLC | 8,405 | $547 |
| Joseph P. Lucia & Associates, LLC | 3,870 | $252 |
| Samalin Investment Counsel, LLC | 3,287 | $214 |
| INVESTMENT COUNSEL CO OF NEVADA | 515 | $34 |
| Outlook Wealth Advisors, LLC | 3,251 | $212 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Audent Global Asset Management, LLC | 66,722 | 73,773 | +7,051 (+10.6%) |
| Lighthouse Financial LLC | 56,665 | 58,866 | +2,201 (+3.9%) |
| FIL Ltd | 634,220 | 3,894,874 | +3,260,654 (+514.1%) |
| Oakworth Capital, Inc. | 400,365 | 410,620 | +10,255 (+2.6%) |
| ARKANSAS FINANCIAL GROUP, INC. | 114,264 | 120,992 | +6,728 (+5.9%) |
| CoreCap Advisors, LLC | 4,156 | 57,812 | +53,656 (+1291.0%) |
| Concurrent Investment Advisors, LLC | 10,538 | 136,448 | +125,910 (+1194.8%) |
| CORRADO ADVISORS, LLC | 24,589 | 25,828 | +1,239 (+5.0%) |
| Royal Fund Management, LLC | 5,070 | 18,698 | +13,628 (+268.8%) |
| HSBC HOLDINGS PLC | 111,603 | 1,237,489 | +1,125,886 (+1008.8%) |
| AE Wealth Management LLC | 998 | 91,914 | +90,916 (+9109.8%) |
| Equitable Holdings, Inc. | 72,203 | 139,802 | +67,599 (+93.6%) |
| Kestra Advisory Services, LLC | 297,106 | 387,474 | +90,368 (+30.4%) |
| Kovack Advisors, Inc. | 11,542 | 21,498 | +9,956 (+86.3%) |
| Gladstone Institutional Advisory LLC | 20,053 | 33,989 | +13,936 (+69.5%) |
| Private Advisor Group, LLC | 78,834 | 130,670 | +51,836 (+65.8%) |
| Redwood Financial Network Corp | 3,882 | 4,502 | +620 (+16.0%) |
| Harvest Investment Services, LLC | 3,423 | 5,486 | +2,063 (+60.3%) |
| Owen LaRue, LLC | 4,653 | 5,537 | +884 (+19.0%) |
| GARRISON POINT ADVISORS, LLC | 5,280 | 6,005 | +725 (+13.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 308,520 | 130,231 | -178,289 (-57.8%) |
| Merkkuri Wealth Advisors LLC | 31,945 | 17,963 | -13,982 (-43.8%) |
| First Citizens Financial Corp | 96,390 | 93,617 | -2,773 (-2.9%) |
| FORTE ASSET MANAGEMENT LLC | 74,454 | 66,542 | -7,912 (-10.6%) |
| Sowa Financial Group, Inc. | 68,476 | 58,191 | -10,285 (-15.0%) |
| HC Advisors, LLC | 74,464 | 73,544 | -920 (-1.2%) |
| Dentgroup LLC | 18,951 | 11,381 | -7,570 (-39.9%) |
| AMERIFLEX GROUP, INC. | 14,098 | 7,029 | -7,069 (-50.1%) |
| Quest 10 Wealth Builders, Inc. | 32,536 | 32,135 | -401 (-1.2%) |
| Indie Asset Partners, LLC | 11,765 | 10,566 | -1,199 (-10.2%) |
| Fairscale Capital, LLC | 3,839 | 339 | -3,500 (-91.2%) |
| Adams Wealth Management | 24,784 | 17,161 | -7,623 (-30.8%) |
| CacheTech Inc. | 24,784 | 17,161 | -7,623 (-30.8%) |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 53,347 | 47,258 | -6,089 (-11.4%) |
| PLANNING DIRECTIONS INC | 12,546 | 10,004 | -2,542 (-20.3%) |
| Oxinas Partners Wealth Management LLC | 16,625 | 14,545 | -2,080 (-12.5%) |
| VestGen Advisors, LLC | 56,417 | 20,978 | -35,439 (-62.8%) |
| Argyle Capital Partners, LLC | 5,617 | 3,474 | -2,143 (-38.2%) |
| ARRIEN INVESTMENTS, INC. | 6,358 | 3,903 | -2,455 (-38.6%) |
| OneDigital Investment Advisors LLC | 147,876 | 54,773 | -93,103 (-63.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Huntleigh Advisors, Inc. | 11,267 | $662 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 7,230 | $425 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 933,373 | $54,808 |
| NAVELLIER & ASSOCIATES INC | 8,531 | $501 |
| Berkeley Capital Partners, LLC | 3,500 | $206 |
| Maia Wealth LLC | 3,594 | $223 |
| PERRITT CAPITAL MANAGEMENT INC | 1,024 | $60 |
| SUMMIT WEALTH GROUP LLC / CO | 3,011 | $248 |
| GSA CAPITAL PARTNERS LLP | 11,770 | $1 |
| GTS SECURITIES LLC | 7,571 | $445 |
| GPS Wealth Strategies Group, LLC | 1,790 | $105 |
| Koshinski Asset Management, Inc. | 3,437 | $202 |
| BTG Pactual Asset Management US LLC | 3,530 | $199 |
| Keystone Financial Group | 1,720 | $101 |
| Rise Advisors, LLC | 471 | $28 |
| D. E. Shaw & Co., Inc. | 34,900 | $2,049 |
| SALEM INVESTMENT COUNSELORS INC | 1,750 | $103 |
| Kovitz Investment Group Partners, LLC | 3,873 | $227 |
| Anfield Capital Management, LLC | 288 | $17 |
| Heartwood Wealth Advisors LLC | 369 | $22 |