iShares U.S. Healthcare ETF (IYH) Institutional Ownership

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-0.10 (-0.16%)

(As of 06/17/2024 ET)

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Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 311
Total Institutional Inflows (last 12 months): $408.13M

Number of Institutional Sellers (last 12 months): 171
Total Institutional Outflows (last 12 months): $41.91M

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IYH Institutional Buying and Selling by Quarter

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iShares U.S. Healthcare ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/11/2024	EverSource Wealth Advisors LLC	835	$49K	0.0%	+400.0%	0.002%
6/5/2024	Objective Capital Management LLC	3,878	$240K	0.2%	+400.4%	0.007%
5/31/2024	First Citizens Financial Corp	110,777	$6.86M	4.1%	+413.8%	0.199%
5/24/2024	Cetera Advisors LLC	100,114	$6.20M	0.0%	+1,161.8%	0.180%
5/24/2024	Cetera Investment Advisers	186,455	$11.54M	0.0%	+1,301.3%	0.335%
5/22/2024	BigSur Wealth Management LLC	2,000	$124K	0.0%	+400.0%	0.004%
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5/21/2024	LRI Investments LLC	1,525	$94K	0.0%	N/A	0.003%
5/20/2024	Continuum Wealth Advisors LLC	6,660	$412K	0.2%	+400.0%	0.012%
5/17/2024	Citizens Financial Group Inc. RI	19,913	$1.23M	0.0%	+400.7%	0.036%
5/17/2024	Comerica Bank	7,622	$472K	0.0%	+269.8%	0.014%
5/17/2024	Creekmur Asset Management LLC	28,271	$1.75M	0.6%	+366.5%	0.051%
5/15/2024	Transcendent Capital Group LLC	1,000	$62K	0.0%	+400.0%	0.002%
5/15/2024	Perritt Capital Management Inc.	1,005	$62K	0.0%	+402.5%	0.002%
5/15/2024	Kestra Advisory Services LLC	338,672	$20.96M	0.1%	+441.8%	0.609%
5/15/2024	LRI Investments LLC	1,525	$92K	0.0%	N/A	0.003%
5/15/2024	Truvestments Capital LLC	500	$31K	0.0%	+400.0%	0.001%
5/14/2024	Axxcess Wealth Management LLC	10,700	$662K	0.0%	N/A	0.019%
5/14/2024	EP Wealth Advisors LLC	26,631	$1.65M	0.0%	-7.3%	0.048%
5/14/2024	CreativeOne Wealth LLC	9,927	$614K	0.0%	+1,088.9%	0.018%
5/13/2024	O Shaughnessy Asset Management LLC	3,375	$209K	0.0%	+400.0%	0.006%
5/11/2024	Lcnb Corp	7,625	$472K	0.2%	+400.0%	0.014%
5/11/2024	Patten & Patten Inc. TN	3,825	$237K	0.0%	+355.4%	0.007%
5/10/2024	Osaic Holdings Inc.	496,591	$30.74M	0.1%	+393.0%	0.895%
5/10/2024	TIAA Trust National Association	5,380	$333K	0.0%	+338.8%	0.010%
5/10/2024	Garrison Point Advisors LLC	5,140	$318K	0.2%	+394.2%	0.009%
5/10/2024	GM Advisory Group LLC	3,368	$208K	0.0%	N/A	0.006%
5/9/2024	Corrado Advisors LLC	32,175	$1.99M	1.3%	N/A	0.058%
5/9/2024	Trillium Asset Management LLC	3,940	$244K	0.0%	+400.0%	0.007%
5/9/2024	Blair William & Co. IL	10,761	$666K	0.0%	+400.0%	0.019%
5/9/2024	Picton Mahoney Asset Management	15,300	$947K	0.0%	+920.0%	0.028%
5/9/2024	Planning Directions Inc.	22,660	$1.40M	1.0%	+200.7%	0.041%
5/9/2024	SageView Advisory Group LLC	5,907	$366K	0.0%	+446.4%	0.011%
5/9/2024	Angeles Wealth Management LLC	1,330	$82K	0.0%	+400.0%	0.002%
5/9/2024	Pettyjohn Wood & White Inc.	81,995	$5.08M	1.0%	+390.1%	0.148%
5/9/2024	Koshinski Asset Management Inc.	5,266	$326K	0.0%	N/A	0.009%
5/8/2024	Cozad Asset Management Inc.	11,890	$736K	0.1%	+399.6%	0.021%
5/8/2024	Heritage Wealth Advisors	10,300	$638K	0.0%	+322.1%	0.019%
5/8/2024	Avantax Advisory Services Inc.	35,712	$2.21M	0.0%	+403.9%	0.064%
5/8/2024	US Bancorp DE	26,672	$1.65M	0.0%	+638.0%	0.048%
5/8/2024	SP Asset Management LLC	102,313	$6.33M	0.6%	+400.4%	0.184%
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5/8/2024	Russell Investments Group Ltd.	1,129	$70K	0.0%	+372.4%	0.002%
5/8/2024	Tranquility Partners LLC	10,200	$631K	0.2%	+383.6%	0.018%
5/8/2024	New Republic Capital LLC	785	$49K	0.0%	+381.6%	0.001%
5/7/2024	Verus Capital Partners LLC	3,930	$243K	0.0%	N/A	0.007%
5/7/2024	NorthRock Partners LLC	9,900	$613K	0.1%	+400.0%	0.018%
5/7/2024	Concurrent Investment Advisors LLC	6,659	$412K	0.0%	+425.2%	0.012%
5/7/2024	Montag A & Associates Inc.	10,000	$619K	0.0%	+400.0%	0.018%
5/7/2024	KCM Investment Advisors LLC	3,835	$237K	0.0%	+400.0%	0.007%
5/7/2024	EQ LLC	6,280	$389K	0.2%	+363.5%	0.011%
5/7/2024	Oppenheimer & Co. Inc.	7,908	$490K	0.0%	+373.2%	0.014%
5/7/2024	PFG Advisors	5,923	$367K	0.0%	+443.9%	0.011%
5/7/2024	Wealthspire Advisors LLC	10,438	$646K	0.0%	+440.3%	0.019%
5/7/2024	Roof Eidam Maycock Peralta LLC	5,000	$310K	0.1%	+400.0%	0.009%
5/6/2024	OLD Second National Bank of Aurora	545	$34K	0.0%	+400.0%	0.001%
5/6/2024	MGB Wealth Management LLC	1,500	$93K	0.0%	+400.0%	0.003%
5/6/2024	Advisory Services Network LLC	56,158	$3.48M	0.1%	+299.0%	0.101%
5/6/2024	Manchester Capital Management LLC	7,005	$434K	0.1%	+400.0%	0.013%
5/4/2024	Geneos Wealth Management Inc.	8,676	$537K	0.0%	+381.5%	0.016%
5/4/2024	Essex LLC	33,730	$2.09M	0.5%	+394.1%	0.061%
5/4/2024	Csenge Advisory Group	31,458	$1.95M	0.1%	+429.6%	0.057%
5/3/2024	MRA Advisory Group	8,410	$521K	0.3%	+366.2%	0.015%
5/3/2024	Etfidea LLC	96,430	$5.97M	2.0%	+402.1%	0.174%
5/3/2024	GSA Capital Partners LLP	31,520	$1.95M	0.2%	+375.3%	0.057%
5/3/2024	Smith Salley Wealth Management	3,510	$217K	0.0%	+400.0%	0.006%
5/3/2024	Meridian Management Co.	5,000	$310K	0.1%	+400.0%	0.009%
5/3/2024	Whittier Trust Co. of Nevada Inc.	7,875	$487K	0.0%	+400.0%	0.014%
5/2/2024	Salomon & Ludwin LLC	1,000	$62K	0.0%	+400.0%	0.002%
5/2/2024	Financial Counselors Inc.	5,400	$334K	0.0%	+400.0%	0.010%
5/2/2024	Hudock Inc.	16,172	$1.00M	0.2%	+390.7%	0.029%
5/2/2024	Conservest Capital Advisors Inc.	41,474	$2.57M	0.3%	+402.6%	0.075%
5/2/2024	Haverford Trust Co	14,270	$883K	0.0%	+400.0%	0.026%
5/2/2024	Lwmg LLC	5,973	$370K	0.1%	+729.6%	0.011%
5/2/2024	Lincoln National Corp	40,250	$2.49M	0.0%	+562.3%	0.073%
5/2/2024	Choreo LLC	15,366	$951K	0.0%	+400.0%	0.028%
5/2/2024	Family Firm Inc.	4,712	$292K	0.1%	+401.3%	0.008%
5/2/2024	REDW Wealth LLC	3,655	$226K	0.1%	+400.0%	0.007%
5/1/2024	Janney Montgomery Scott LLC	35,639	$2.21M	0.0%	+308.8%	0.064%
5/1/2024	BNP Paribas Financial Markets	1,804	$112K	0.0%	+463.8%	0.003%
5/1/2024	Concourse Financial Group Securities Inc.	7,735	$479K	0.0%	+400.0%	0.014%
5/1/2024	Worth Financial Advisory Group LLC	15,722	$973K	0.7%	+393.9%	0.028%
4/30/2024	Private Advisor Group LLC	85,867	$5.32M	0.0%	+399.5%	0.155%
4/30/2024	J.W. Cole Advisors Inc.	26,123	$1.60M	0.1%	+440.1%	0.047%
4/30/2024	North Star Investment Management Corp.	7,000	$433K	0.0%	+400.0%	0.013%
4/30/2024	HB Wealth Management LLC	6,900	$427K	0.0%	+450.7%	0.012%
4/30/2024	SpiderRock Advisors LLC	11,325	$690K	0.0%	N/A	0.020%
4/30/2024	AFT Forsyth & Company Inc.	15,886	$983K	0.6%	+385.8%	0.029%
4/30/2024	Arkadios Wealth Advisors	10,800	$669K	0.1%	+400.2%	0.019%
4/30/2024	Perigon Wealth Management LLC	40,833	$2.53M	0.1%	+397.8%	0.074%
4/30/2024	Hazlett Burt & Watson Inc.	585	$36K	0.0%	+400.0%	0.001%
4/29/2024	Commonwealth Equity Services LLC	394,398	$24.41M	0.0%	+391.2%	0.711%
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4/29/2024	FAS Wealth Partners Inc.	455	$28K	0.0%	+550.0%	0.001%
4/29/2024	Benjamin F. Edwards & Company Inc.	2,395	$148K	0.0%	+400.0%	0.004%
4/29/2024	RWA Wealth Partners LLC	10,539	$652K	0.0%	+400.2%	0.019%
4/27/2024	Kellett Wealth Advisors LLC	10,069	$623K	0.4%	+416.9%	0.018%
4/27/2024	Glass Jacobson Investment Advisors llc	16,803	$1.04M	0.4%	+410.6%	0.030%
4/26/2024	Pinnacle Associates Ltd.	20,600	$1.28M	0.0%	+400.0%	0.037%
4/26/2024	Pavion Blue Capital LLC	3,875	$240K	0.1%	+400.0%	0.007%
4/26/2024	Advisors Management Group Inc. ADV	6,705	$415K	0.1%	+388.3%	0.012%
4/26/2024	Narwhal Capital Management	3,750	$232K	0.0%	+400.0%	0.007%
4/26/2024	LifeSteps Financial Inc.	500	$31K	0.0%	N/A	0.001%

(Data available from 1/1/2016 forward)

IYH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYH shares?: During the previous two years, 489 institutional investors and hedge funds held shares of iShares U.S. Healthcare ETF. The most heavily invested institutionals were Bank Julius Baer & Co. Ltd Zurich ($217.33M), Bank of America Corp DE ($115.18M), LPL Financial LLC ($106.18M), UBS Group AG ($87.10M), Wells Fargo & Company MN ($61.11M), Envestnet Asset Management Inc. ($59.91M), and Goldman Sachs Group Inc. ($53.19M).Learn more on IYH's institutional investors.
Which institutional investors have been buying iShares U.S. Healthcare ETF stock?: Of the 442 institutional investors that purchased iShares U.S. Healthcare ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($774.68K), Raymond James Financial Services Advisors Inc. ($433.15K), Osaic Holdings Inc. ($398.90K), Raymond James & Associates ($396.29K), Granite Bay Wealth Management LLC ($367.09K), Commonwealth Equity Services LLC ($339.38K), and Oakworth Capital Inc. ($315.92K).
How much institutional buying is happening at iShares U.S. Healthcare ETF?: Institutional investors have bought a total of 8,402,457 shares in the last 24 months. This purchase volume represents approximately $492.94M in transactions.

Which iShares U.S. Healthcare ETF major shareholders have been selling company stock?: Of the 252 institutional investors that sold iShares U.S. Healthcare ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($386.12K), Granite Bay Wealth Management LLC ($232.12K), The Manufacturers Life Insurance Company ($189.26K), Money Concepts Capital Corp ($71.46K), UBS Group AG ($60.77K), Raymond James Financial Services Advisors Inc. ($59.08K), and Envestnet Asset Management Inc. ($30.16K).
How much institutional selling is happening at iShares U.S. Healthcare ETF?: Institutional investors have sold a total of 1,582,681 shares in the last 24 months. This volume of shares sold represents approximately $87.81M in transactions.