IXJ · iShares Global Healthcare ETF ETF
$104.90
-1.15 (-1.08%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $570,996
Total Shares: 5,804
Institutional Ownership Trend
15 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2025Top Holder
51.7%
−48.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,250
Highly concentrated−5,750
Quarterly Activity
vs Mar 31, 2025
New
3
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+2
Institutional value:
-38.1%
Shares held:
-42.6%
Top New Positions
vs Mar 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 3,000 | $295,140 | |
| Large Corient Private Wealth LLC | 2,234 | $219,780 | |
| Mid Parkside Financial Bank & Trust | 570 | $56,076 |
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid B. Riley Wealth Advisors, Inc. | 10,110 | $922,032 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IXJ | $295,140 | 51.69% | 3,000 | Call | 2026-09-02 | |
| Large Corient Private Wealth LLC IXJ | $219,780 | 38.49% | 2,234 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank IXJ | $56,076 | 9.82% | 570 | Shares | 2026-09-04 |