iShares Trust - iShares U.S. Healthcare ETF
US ˙ ARCA ˙ US4642877629

SecurityIYH / iShares Trust - iShares U.S. Healthcare ETF
InstitutionSigma Planning Corp
Latest Disclosed Ownership22,768 shares
Latest Disclosed Value $ 1,403,396
Sigma Planning Corp reports 115.89% increase in ownership of IYH / iShares Trust - iShares U.S. Healthcare ETF

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 22,768 shares of iShares Trust - iShares U.S. Healthcare ETF (US:IYH) valued at $1,403,420 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 10,546 shares of iShares Trust - iShares U.S. Healthcare ETF. This represents a change in shares of 115.89% during the quarter. The current value of the position is $1,456,697 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F ISHARES TR US HLTHCARE ETF 464287762 22,768 12,222 115.89 1,403 104.52 0.0390
2026-01-30 2025-12-31 13F ISHARES TR US HLTHCARE ETF 464287762 10,546 -91 -0.86 687 9.94 0.0190
2025-11-10 2025-09-30 13F ISHARES TR US HLTHCARE ETF 464287762 10,637 -4,209 -28.35 625 -25.54 0.0178
2025-08-05 2025-06-30 13F ISHARES TR US HLTHCARE ETF 464287762 14,846 -5,377 -26.59 838 -31.93 0.0252
2025-05-02 2025-03-31 13F ISHARES TR US HLTHCARE ETF 464287762 20,223 -6,335 -23.85 1,231 -20.43 0.0393
2025-02-03 2024-12-31 13F ISHARES TR US HLTHCARE ETF 464287762 26,558 -7,106 -21.11 1,548 -29.30 0.0486
2024-11-04 2024-09-30 13F ISHARES TR US HLTHCARE ETF 464287762 33,664 -550 -1.61 2,188 4.39 0.0670
2024-08-06 2024-06-30 13F ISHARES TR US HLTHCARE ETF 464287762 34,214 -12,508 -26.77 2,096 -27.52 0.0664
2024-05-02 2024-03-31 13F ISHARES TR US HLTHCARE ETF 464287762 46,722 43,111 1,193.88 2,892 179.96 0.0909
2024-02-01 2023-12-31 13F ISHARES TR US HLTHCARE ETF 464287762 3,611 -7,344 -67.04 1,034 -65.08 0.0809
2023-11-06 2023-09-30 13F ISHARES TR US HLTHCARE ETF 464287762 10,955 571 5.50 2,959 1.65 0.1109
2023-08-02 2023-06-30 13F ISHARES TR US HLTHCARE ETF 464287762 10,384 778 8.10 2,910 10.94 0.1045
2023-05-08 2023-03-31 13F ISHARES TR US HLTHCARE ETF 464287762 9,606 1,270 15.24 2,623 10.91 0.0872
2023-01-24 2022-12-31 13F ISHARES TR US HLTHCARE ETF 464287762 8,336 2,236 36.66 2,365 53.27 0.0846
2022-11-10 2022-09-30 13F ISHARES TR US HLTHCARE ETF 464287762 6,100 392 6.87 1,543 0.52 0.0588
2022-08-11 2022-06-30 13F ISHARES TR US HLTHCARE ETF 464287762 5,708 138 2.48 1,535 -4.60 0.0533
2022-04-20 2022-03-31 13F ISHARES TR US HLTHCARE ETF 464287762 5,570 -13 -0.23 1,609 -4.05 0.0482
2022-02-02 2021-12-31 13F ISHARES TR DOW JONES U S HEALTHCARE ETF 464287762 5,583 -217 -3.74 1,677 4.81 0.0467
2021-10-28 2021-09-30 13F ISHARES TR US HLTHCARE ETF 464287762 5,800 352 6.46 1,600 7.60 0.0481
2021-08-13 2021-06-30 13F ISHARES TR DOW JONES U S HEALTHCARE ETF 464287762 5,448 316 6.16 1,487 14.74 0.0443
2021-05-06 2021-03-31 13F ISHARES TR DOW JONES U S HEALTHCARE ETF 464287762 5,132 -166 -3.13 1,296 -0.54 0.0414
2021-02-09 2020-12-31 13F ISHARES TR US HLTHCARE ETF 464287762 5,298 -6,104 -53.53 1,303 -49.71 0.0443
2020-11-03 2020-09-30 13F ISHARES TR US HLTHCARE ETF 464287762 11,402 905 8.62 2,591 14.44 0.1025
2020-07-31 2020-06-30 13F ISHARES TR US HLTHCARE ETF 464287762 10,497 3,681 54.01 2,264 76.88 0.0994
2020-05-01 2020-03-31 13F ISHARES TR US HLTHCARE ETF 464287762 6,816 -6,665 -49.44 1,280 -55.98 0.0760
2020-02-03 2019-12-31 13F ISHARES TR US HLTHCARE ETF 464287762 13,481 8,057 148.54 2,908 183.71 0.1227
2019-11-01 2019-09-30 13F ISHARES TR US HLTHCARE ETF 464287762 5,424 1,736 47.07 1,025 42.36 0.0492
2019-08-01 2019-06-30 13F ISHARES TR US HLTHCARE ETF 464287762 3,688 306 9.05 720 9.92 0.0371
2019-05-01 2019-03-31 13F ISHARES TR US HLTHCARE ETF 464287762 3,382 -2,193 -39.34 655 -35.02 0.0372
2019-01-31 2018-12-31 13F ISHARES TR US HLTHCARE ETF 464287762 5,575 1,997 55.81 1,008 38.84 0.0733
2018-11-07 2018-09-30 13F ISHARES TR US HLTHCARE ETF 464287762 3,578 210 6.24 726 21.00 0.0427
2018-08-02 2018-06-30 13F ISHARES TR US HLTHCARE ETF 464287762 3,368 -622 -15.59 600 -12.92 0.0402
2018-05-11 2018-03-31 13F ISHARES TR US HLTHCARE ETF 464287762 3,990 464 13.16 689 12.21 0.0504
2018-02-07 2017-12-31 13F ISHARES TR US HLTHCARE ETF 464287762 3,526 -2,279 -39.26 614 -38.48 0.0473
2017-11-06 2017-09-30 13F ISHARES TR US HLTHCARE ETF 464287762 5,805 2,366 68.80 998 74.48 0.0823
2017-08-02 2017-06-30 13F ISHARES TR US HLTHCARE ETF 464287762 3,439 -6,002 -63.57 572 -61.09 0.0537
2017-04-24 2017-03-31 13F ISHARES TR US HLTHCARE ETF 464287762 9,441 6,683 242.31 1,470 269.35 0.1423
2017-01-23 2016-12-31 13F ISHARES TR US HLTHCARE ETF 464287762 2,758 -220 -7.39 398 -10.96 0.0435
2016-11-07 2016-09-30 13F ISHARES TR US HLTHCARE ETF 464287762 2,978 628 26.72 447 28.08 0.0530
2016-07-22 2016-06-30 13F ISHARES TR US HLTHCARE ETF 464287762 2,350 339 16.86 349 23.32 0.0455
2016-04-18 2016-03-31 13F ISHARES TR US HLTHCARE ETF 464287762 2,011 -948 -32.04 283 -36.26 0.0387
2016-01-20 2015-12-31 13F ISHARES TR US HLTHCARE ETF 464287762 2,959 -432 -12.74 444 -6.53 0.0622
2015-11-02 2015-09-30 13F ISHARES TR US HLTHCARE ETF 464287762 3,391 -4,393 -56.44 475 -61.57 0.0753
2015-07-14 2015-06-30 13F ISHARES TR US HLTHCARE ETF 464287762 7,784 586 8.14 1,236 11.25 0.1706
2015-04-23 2015-03-31 13F ISHARES TR US HLTHCARE ETF 464287762 7,198 5,162 253.54 1,111 277.89 0.1472
2015-02-13 2014-12-31 13F ISHARES TR US HLTHCARE ETF 464287762 2,036 2,036 294 0.0389
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.