iShares Trust - iShares Global Healthcare ETF
MX ˙ BMV ˙ US4642873255
SecurityMX:IXJ / iShares Trust - iShares Global Healthcare ETF
InstitutionLPL Financial LLC
Latest Disclosed Ownership152,875 shares
Latest Disclosed Value $ 14,299,958
LPL Financial LLC reports 4.30% increase in ownership of IXJ / iShares Trust - iShares Global Healthcare ETF

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 152,875 shares of iShares Trust - iShares Global Healthcare ETF (MX:IXJ) valued at $14,299,958 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 146,572 shares of iShares Trust - iShares Global Healthcare ETF. This represents a change in shares of 4.30% 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)
2026-05-06 2026-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 152,875 6,303 4.30 14,300 0.16 0.0038
2026-02-11 2025-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 146,572 4,174 2.93 14,276 13.13 0.0039
2025-11-12 2025-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 142,398 11,922 9.14 12,619 12.35 0.0037
2025-08-12 2025-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 130,476 -13,082 -9.11 11,233 -14.21 0.0037
2025-05-07 2025-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 143,558 -2,203 -1.51 13,093 4.48 0.0051
2025-02-11 2024-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 145,761 3,505 2.46 12,531 -10.26 0.0051
2024-11-08 2024-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 142,256 10,040 7.59 13,964 13.76 0.0062
2024-08-07 2024-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 132,216 868 0.66 12,275 0.32 0.0061
2024-05-10 2024-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 131,348 13,700 11.64 12,235 19.93 0.0066
2024-02-14 2023-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 117,648 -1,946 -1.63 10,202 3.51 0.0062
2023-11-13 2023-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 119,594 -6,073 -4.83 9,857 -7.72 0.0069
2023-07-31 2023-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 125,667 -20,320 -13.92 10,680 -12.24 0.0076
2023-05-10 2023-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 145,987 11,733 8.74 12,169 6.79 0.0095
2023-02-07 2022-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 134,254 21,215 18.77 11,395 33.79 0.0098
2022-11-14 2022-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 113,039 2,205 1.99 8,517 -5.29 0.0082
2022-08-12 2022-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 110,834 -1,730 -1.54 8,993 -8.82 0.0085
2022-05-16 2022-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 112,564 -4,479 -3.83 9,863 -6.72 0.0085
2022-02-14 2021-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 117,043 3,021 2.65 10,574 10.76 0.0089
2021-11-15 2021-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 114,022 14,341 14.39 9,547 15.22 0.0090
2021-08-13 2021-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 99,681 -8,059 -7.48 8,286 -0.19 0.0084
2021-05-14 2021-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 107,740 -5,028 -4.46 8,302 -3.70 0.0095
2021-02-12 2020-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 112,768 10,961 10.77 8,621 17.90 0.0112
2020-11-09 2020-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 101,807 -15,685 -13.35 7,312 -9.52 0.0114
2020-08-13 2020-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 117,492 -2,260 -1.89 8,081 10.73 0.0141
2020-05-14 2020-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 119,752 8,206 7.36 7,298 -4.84 0.0157
2020-02-14 2019-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 111,546 -250 -0.22 7,669 12.28 0.0140
2019-11-13 2019-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 111,796 -5,576 -4.75 6,830 -5.70 0.0139
2019-08-09 2019-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 117,372 -25,092 -17.61 7,243 -16.79 0.0154
2019-05-08 2019-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 142,464 23,070 19.32 8,705 28.70 0.0198
2019-02-07 2018-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 119,394 79,512 199.37 6,764 169.27 0.0180
2018-11-14 2018-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 39,882 -1,627 -3.92 2,512 7.21 0.0060
2018-08-14 2018-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 41,509 1,600 4.01 2,343 -47.28 0.0062
2018-05-15 2018-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 39,909 -1,752 -4.21 4,444 -5.20 0.0122
2018-02-14 2017-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 41,661 2,383 6.07 4,688 6.14 0.0143
2017-11-14 2017-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 39,278 -445 -1.12 4,417 1.68 0.0156
2017-08-14 2017-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 39,723 -603 -1.50 4,344 4.55 0.0165
2017-05-15 2017-03-31 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 40,326 -4,949 -10.93 4,155 -4.35 0.0283
2017-02-13 2016-12-31 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 45,275 9,056 25.00 4,344 19.34 0.0330
2016-11-16 2016-09-30 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 36,219 -9,246 -20.34 3,640 -21.67 0.0346
2016-08-15 2016-06-30 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 45,465 -51,198 -52.97 4,647 -50.29 0.0392
2016-05-16 2016-03-31 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 96,663 -4,344 -4.30 9,349 -8.75 0.0260
2016-02-12 2015-12-31 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 101,007 37,897 60.05 10,246 60.19 0.0284
2015-11-13 2015-09-30 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 63,110 -6,748 -9.66 6,396 -15.84 0.0352
2015-08-14 2015-06-30 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 69,858 14,183 25.47 7,600 27.39 0.0385
2015-05-14 2015-03-31 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 55,675 -1,553 -2.71 5,966 4.70 0.0305
2015-02-13 2014-12-31 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 57,228 0 0.00 5,698 2.83 0.0312
2014-11-10 2014-09-30 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 57,228 -724 -1.25 5,541 1.35 0.0330
2014-08-05 2014-06-30 13F/A-1 ISHARES GLOBAL S&P GBL HLTHCR 464287325 57,952 2,033 3.64 5,467 7.34 0.0318
2014-08-05 2014-06-30 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 57,952 1,693
2014-05-12 2014-03-31 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 55,919 4,627 9.02 5,093 15.33 0.0313
2014-02-13 2013-12-31 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 51,292 144 0.28 4,416 7.71 0.0276
2013-11-04 2013-09-30 13F ISHARES GLOBAL S&P GBL HLTHCR 464287325 51,148 4,277 9.13 4,100 17.88 0.0273
2013-08-15 2013-06-30 13F ISHARES S&P S&P GBL HLTHCR 464287325 46,871 46,871 3,478 0.0250
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.