ISHARES GEN-IMMUNOLOGY HLTH (IDNA) Top Institutional Shareholders
ISHARES GEN-IMMUNOLOGY HLTH (IDNA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $63.35M in IDNA holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of IDNA tracked by InsiderSet, reporting ownership valued at approximately $14.14M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.79M, representing an estimated gain of +4.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed IDNA value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Bank Of America Corp, Wharton Business Group, Llc, and several other long-term asset managers with concentrated positions in ISHARES GEN-IMMUNOLOGY HLTH (IDNA).
This page ranks the largest institutional IDNA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
62
Total Reported Value
$63.35M
Largest Holder
Ubs Group Ag
Largest Position
$14.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
68
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 486,772 | $14,140,727 | $14,793,001 | +$652,274 | +4.61% | |
| Bank Of America Corp | 0.00% | 458,697 | $13,325,158 | $13,939,802 | +$614,644 | +4.61% | |
| Wharton Business Group, Llc | 0.30% | 269,987 | $7,843,122 | $8,204,905 | +$361,783 | +4.61% | |
| Ameriprise Financial Inc | 0.00% | 114,331 | $3,321,308 | $3,474,519 | +$153,211 | +4.61% | |
| Portland Global Advisors Llc | 0.32% | 104,133 | $3,025,064 | $3,164,602 | +$139,538 | +4.61% | |
| Morgan Stanley | 0.00% | 94,211 | $2,736,848 | $2,863,072 | +$126,224 | +4.61% | |
| Raymond James Financial Inc | 0.00% | 76,610 | $2,225,518 | $2,328,178 | +$102,660 | +4.61% | |
| Independent Financial Group, Llc | 0.03% | 50,607 | $2,197,604 | $1,537,947 | -$659,657 | -30.02% | |
| Lpl Financial Llc | 0.00% | 72,542 | $2,107,349 | $2,204,551 | +$97,202 | +4.61% | |
| Royal Bank Of Canada | 0.00% | 51,853 | $1,507,000 | $1,575,813 | +$68,813 | +4.57% | |
| Clearwater Capital Advisors, Llc | 0.09% | 36,296 | $1,054,399 | $1,103,035 | +$48,636 | +4.61% | |
| Lido Advisors, Llc | 0.00% | 33,099 | $961,555 | $1,005,879 | +$44,324 | +4.61% | |
| Commonwealth Equity Services, Llc | 0.00% | 27,668 | $803,750 | $840,831 | +$37,081 | +4.61% | |
| Avior Wealth Management, Llc | 0.02% | 26,154 | $759,783 | $794,820 | +$35,037 | +4.61% | |
| Wells Fargo & Company/Mn | 0.00% | 24,859 | $722,152 | $755,465 | +$33,313 | +4.61% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 23,593 | $685,377 | $716,991 | +$31,614 | +4.61% | |
| Gts Securities Llc | 0.02% | 23,301 | $676,894 | $708,117 | +$31,223 | +4.61% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.04% | 21,208 | $616,094 | $644,511 | +$28,417 | +4.61% | |
| Jones Financial Companies Lllp | 0.00% | 20,616 | $576,433 | $626,520 | +$50,087 | +8.69% | |
| Prudential Plc | 0.00% | 16,100 | $467,705 | $489,279 | +$21,574 | +4.61% | |
| Cetera Investment Advisers | 0.00% | 15,321 | $445,075 | $465,605 | +$20,530 | +4.61% | |
| Envestnet Asset Management Inc | 0.00% | 12,391 | $359,964 | $376,562 | +$16,598 | +4.61% | |
| Osaic Holdings, Inc. | 0.00% | 11,158 | $324,166 | $339,092 | +$14,926 | +4.60% | |
| Opes Wealth Management Llc | 0.05% | 10,945 | $317,952 | $332,619 | +$14,667 | +4.61% | |
| Mml Investors Services, Llc | 0.00% | 9,638 | $279,980 | $292,899 | +$12,919 | +4.61% | |
| First Heartland Consultants, Inc. | 0.02% | 8,196 | $238,081 | $249,076 | +$10,995 | +4.62% | |
| Onedigital Investment Advisors Llc | 0.00% | 7,835 | $227,603 | $238,106 | +$10,503 | +4.61% | |
| Banco Santander, S.A. | 0.00% | 7,560 | $219,618 | $229,748 | +$10,130 | +4.61% | |
| Matauro, Llc | 0.03% | 7,417 | $215,454 | $225,403 | +$9,949 | +4.62% | |
| Ally Invest Advisors Inc. | 0.01% | 7,376 | $214,263 | $224,157 | +$9,894 | +4.62% | |
| Goldman Sachs Group Inc | 0.00% | 7,182 | $208,637 | $218,261 | +$9,624 | +4.61% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,490 | $101,394 | $106,061 | +$4,667 | +4.60% | |
| Founders Financial Alliance, Llc | 0.02% | 3,412 | $99,117 | $103,691 | +$4,574 | +4.61% | |
| Vision Retirement, Llc | 0.01% | 1,500 | $41,431 | $45,585 | +$4,154 | +10.03% | |
| Fifth Third Bancorp | 0.00% | 1,413 | $41,052 | $42,941 | +$1,889 | +4.60% | |
| Tidemark, Llc | 0.01% | 1,389 | $40,356 | $42,212 | +$1,856 | +4.60% | |
| Sunbelt Securities, Inc. | 0.00% | 1,000 | $29,050 | $30,390 | +$1,340 | +4.61% | |
| Triumph Capital Management | 0.01% | 917 | $26,639 | $27,868 | +$1,229 | +4.61% | |
| Western Wealth Management, Llc | 0.00% | 700 | $20,335 | $21,273 | +$938 | +4.61% | |
| Pacific Center For Financial Services | 0.00% | 553 | $16,061 | $16,806 | +$745 | +4.64% | |
| Pnc Financial Services Group, Inc. | 0.00% | 550 | $15,978 | $16,715 | +$737 | +4.61% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 500 | $14,525 | $15,195 | +$670 | +4.61% | |
| Cfg Wealth Management Services, Inc. | 0.01% | 400 | $11,048 | $12,156 | +$1,108 | +10.03% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 300 | $8,715 | $9,117 | +$402 | +4.61% | |
| Qube Research & Technologies Ltd | 0.00% | 295 | $8,570 | $8,965 | +$395 | +4.61% | |
| Ifp Advisors, Inc | 0.00% | 291 | $8,454 | $8,843 | +$389 | +4.61% | |
| National Bank Of Canada | 0.00% | 286 | $8,283 | $8,692 | +$409 | +4.93% | |
| Murphy & Mullick Capital Management Corp | 0.01% | 275 | $7,989 | $8,357 | +$368 | +4.61% | |
| Farther Finance Advisors, Llc | 0.00% | 257 | $7,502 | $7,810 | +$308 | +4.11% | |
| Archer Investment Corp | 0.00% | 248 | $7,204 | $7,537 | +$333 | +4.62% |
Frequently asked questions about IDNA
Who owns the most IDNA stock?
The largest holders of IDNA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES GEN-IMMUNOLOGY HLTH (IDNA).
Is IDNA widely held by superinvestors?
Many widely followed stocks like IDNA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IDNA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.