iShares Trust - iShares Global Healthcare ETF
MX ˙ BMV ˙ US4642873255
SecurityMX:IXJ / iShares Trust - iShares Global Healthcare ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,566 shares
Latest Disclosed Value $ 146,484
IFP Advisors, Inc reports 37.97% increase in ownership of IXJ / iShares Trust - iShares Global Healthcare ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,566 shares of iShares Trust - iShares Global Healthcare ETF (MX:IXJ) valued at $146,484 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,135 shares of iShares Trust - iShares Global Healthcare ETF. This represents a change in shares of 37.97% during the quarter.

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.

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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)
2026-04-13 2026-03-31 13F ISHARES TR cs 464287325 1,566 431 37.97 146 32.73 0.0030
2026-02-06 2025-12-31 13F ISHARES TR cs 464287325 1,135 4 0.35 111 10.00 0.0025
2026-02-06 2025-09-30 13F/A-1 ISHARES TR GLOB HLTHCRE ETF cs 464287325 1,131 -348 -23.53 100 -21.26 0.0026
2025-12-02 2025-09-30 13F ISHARES TR GLOB HLTHCRE ETF cs 464287325 1,131 -348 100 0.0026
2025-07-24 2025-06-30 13F I cs 464287325 1,479 406 37.84 127 30.93 0.0036
2025-05-05 2025-03-31 13F ISHARES TR cs 464287325 1,073 0 0.00 98 5.43 0.0030
2025-02-04 2024-12-31 13F ISHARES TR cs 464287325 1,073 817 319.14 92 268.00 0.0030
2025-02-04 2024-09-30 13F ISHARES TR cs 464287325 256 0 0.00 25 8.70 0.0009
2024-07-30 2024-06-30 13F ISHARES TR cs 464287325 256 0 0.00 24 0.00 0.0009
2024-07-30 2024-03-31 13F ISHARES TR cs 464287325 256 -27 -9.54 24 -4.17 0.0010
2024-01-09 2023-12-31 13F ISHARES TR cs 464287325 283 27 10.55 25 14.29 0.0012
2023-10-12 2023-09-30 13F ISHARES TR cs 464287325 256 0 0.00 21 0.00 0.0009
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287325 256 0 0.00 22 50.00 0.0009
2023-08-04 2023-06-30 13F ISHARES TR cs 464287325 256 0 15 0.0007
2023-04-18 2023-03-31 13F ISHARES TR cs 464287325 256 -406 -61.33 15 0.0006
2023-02-07 2022-12-31 13F ISHARES TR cs 464287325 662 216 48.43 0 -100.00 0.0010
2022-11-08 2022-09-30 13F ISHARES TR cs 464287325 446 164 58.16 25 56.25 0.0007
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287325 282 0 0.00 16 0.00 0.0005
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287325 282 72 34.29 16 -15.79 0.0005
2022-08-08 2022-03-31 13F ISHARES TR GLOB HLTHCRE ETF Stock 464287325 210 0 12 0.0002
2022-01-12 2021-12-31 13F ISHARES TR GLOB HLTHCRE ETF Stock 464287325 210 0 0.00 19 5.56 0.0004
2021-10-06 2021-09-30 13F ISHARES TR GLOB HLTHCRE ETF Stock 464287325 210 0 0.00 18 5.88 0.0004
2021-07-13 2021-06-30 13F ISHARES TR GLOB HLTHCRE ETF Stock 464287325 210 0 0.00 17 6.25 0.0004
2021-04-30 2021-03-31 13F ISHARES TR GLOB HLTHCRE ETF Stock 464287325 210 0 0.00 16 0.00 0.0003
2021-01-25 2020-12-31 13F ISHARES TR GLOB HLTHCRE ETF Stock 464287325 210 0 0.00 16 6.67 0.0006
2020-10-29 2020-09-30 13F ISHARES TR GLOB HLTHCRE ETF Stock 464287325 210 0 0.00 15 7.14 0.0009
2020-08-05 2020-06-30 13F ISHARES TR GLOB HLTHCRE ETF Stock 464287325 210 -14 -6.25 14 16.67 0.0011
2020-05-12 2020-03-31 13F ISHARES TR GLOB HLTHCRE ETF Stock 464287325 224 -2 -0.88 12 -20.00 0.0012
2020-01-17 2019-12-31 13F ISHARES TR GLOB HLTHCRE ETF Stock 464287325 226 -140 -38.25 15 -31.82 0.0011
2019-11-07 2019-09-30 13F ISHARES TR GLOB HLTHCRE ETF Stock 464287325 366 -759 -67.47 22 -67.65 0.0015
2019-05-15 2019-03-31 13F ISHARES GLOBALHEALTHCARE ETF ETF 464287325 1,125 -951 -45.81 68 -41.88 0.0093
2019-06-03 2018-12-31 13F/A-10 ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 2,076 116 5.92 117 -4.88 0.0071
2019-01-23 2018-12-31 13F ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 2,076 116 117 0.0071
2019-06-03 2018-09-30 13F/A-9 ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,960 0 0.00 123 10.81 0.0050
2018-10-25 2018-09-30 13F ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,960 0 123 0.0050
2019-06-03 2018-06-30 13F/A-8 ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,960 647 49.28 111 -25.00 0.0047
2018-08-07 2018-06-30 13F ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,960 730 111
2019-06-03 2018-03-31 13F/A-7 ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,313 0 0.00 148 0.00 0.0067
2018-05-09 2018-03-31 13F ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,230 -83 137
2019-06-03 2017-12-31 13F/A-6 ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,313 -127 -8.82 148 -8.64 0.0067
2018-01-24 2017-12-31 13F ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,313 -127 148
2017-10-30 2017-09-30 13F ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,440 -100 -6.49 162 -3.57 0.0064
2019-06-03 2017-06-30 13F/A-5 ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,540 1 0.06 168 6.33 0.0071
2017-07-31 2017-06-30 13F ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,540 1 168
2019-06-03 2017-03-31 13F/A-4 ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,539 0 0.00 158 8.22 0.0069
2017-04-26 2017-03-31 13F ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,539 0 158
2019-06-03 2016-12-31 13F/A-3 ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,539 -2,023 -56.79 146 -59.33 0.0070
2017-02-14 2016-12-31 13F ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1,539 -2,023 146
2016-11-04 2016-09-30 13F ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 3,562 -91 -2.49 359 -2.71 0.0187
2019-06-03 2016-06-30 13F/A-2 ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 3,653 2,528 224.71 369 442.65 0.0206
2016-08-22 2016-06-30 13F ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 3,653 2,528 369
2019-06-03 2016-03-31 13F/A-1 ISHARES GLOBALHEALTHCARE ETF ETF 464287325 1,125 -3,792 -77.12 68 -86.53 0.0093
2016-05-02 2016-03-31 13F ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 4,146 -771 399
2016-02-11 2015-12-31 13F ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 4,917 4,917 505 0.0339
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.