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

iShares U.S. Healthcare ETF logo
$61.16 +0.12 (+0.20%)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Healthcare ETF (NYSEARCA:IYH)

Number of
Institutional Buyers
(last 12 months)
249
Total
Institutional Inflows
(last 12 months)
$470.49M
Number of
Institutional Sellers
(last 12 months)
235
Total
Institutional Outflows
(last 12 months)
$211.68M
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IYH Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/20/2025Pinnacle Wealth Management Advisory Group LLC3,506$206K0.0%N/A0.007%
10/20/2025Quest 10 Wealth Builders Inc.32,536$1.91M1.8%-3.0%0.068%
10/20/2025Shira Ridge Wealth Management6,638$390K0.2%-33.6%0.014%
10/20/2025Merit Financial Group LLC6,523$383K0.0%-9.7%0.014%
10/20/2025Sax Wealth Advisors LLC6,505$382K0.0%-2.9%0.014%
10/20/2025Smith Salley Wealth Management3,510$206K0.0%N/A0.007%
10/17/2025Perigon Wealth Management LLC9,627$565K0.0%-84.1%0.020%
10/17/2025Sowell Financial Services LLC12,568$738K0.0%+3.6%0.026%
10/17/2025Apollon Wealth Management LLC5,386$316K0.0%-3.2%0.011%
10/16/2025 Sharper & Granite LLC4,875$286K0.1%-14.2%0.010%
10/15/2025 Whitener Capital Management Inc.3,884$228K0.1%N/A0.008%
10/15/2025 Patriot Investment Management Group Inc.9,402$552K0.0%-2.7%0.020%
10/15/2025 Tritonpoint Wealth LLC14,045$825K0.1%+2.3%0.029%
10/15/2025 DAVENPORT & Co LLC25,482$1.50M0.0%-1.6%0.053%
10/14/2025 Key Client Fiduciary Advisors LLC5,194$305K0.1%-10.5%0.011%
10/14/2025 Farther Finance Advisors LLC12,289$722K0.0%+446.4%0.026%
10/14/2025 BigSur Wealth Management LLC2,000$117K0.0%-50.0%0.004%
10/10/2025 Fifth Third Securities Inc.23,050$1.35M0.1%+26.8%0.048%
10/10/2025 Flputnam Investment Management Co.3,719$218K0.0%-17.5%0.008%
10/10/2025 Focus Financial Network Inc.5,854$344K0.0%-4.5%0.012%
10/9/2025 Bartlett & CO. Wealth Management LLC14,999$881K0.0%-4.0%0.031%
10/9/2025 AdvisorNet Financial Inc1,479$87K0.0%-49.9%0.003%
10/9/2025 Sowa Financial Group Inc.68,476$4.02M2.3%-2.5%0.143%
10/9/2025 U.S. Capital Wealth Advisors LLC19,957$1.17M0.0%+1.4%0.042%
10/9/2025 Stillwater Capital Advisors LLC81,669$4.80M0.5%-0.9%0.170%
10/9/2025 Central Valley Advisors LLC10,143$596K0.2%+11.3%0.021%
10/8/2025 Ignite Planners LLC5,785$340K0.1%-2.9%0.012%
10/7/2025 Acropolis Investment Management LLC9,345$528K0.0%+5.7%0.020%
10/7/2025 Salem Investment Counselors Inc.1,750$103K0.0%-12.5%0.004%
10/7/2025 Nova Wealth Management Inc.641$38K0.0%-33.6%0.001%
10/3/2025 First Citizens Financial Corp96,390$5.66M2.8%-0.4%0.201%
10/3/2025 Dentgroup LLC18,951$1.11M0.7%-6.8%0.040%
9/26/2025Corient Private Wealth LLC40,180$2.27M0.0%+263.0%0.081%
9/25/2025CacheTech Inc.51,914$2.93M0.5%-59.8%0.104%
9/22/2025Caldwell Trust Co2,720$154K0.0%N/A0.005%
9/11/2025Milestones Private Investment Advisors LLC5,115$289K0.2%N/A0.010%
9/9/2025NWF Advisory Services Inc.29,864$1.69M0.2%+4.3%0.060%
9/4/2025Osaic Holdings Inc.421,350$23.81M0.0%+12.6%0.847%
8/26/2025Thrivent Financial for Lutherans49,980$2.82M0.0%-62.8%0.100%
8/19/2025B. Riley Wealth Advisors Inc.4,674$264K0.0%N/A0.009%
8/19/2025Newbridge Financial Services Group Inc.1,000$56K0.0%N/A0.002%
8/19/2025Advisory Services Network LLC16,620$912K0.0%-77.8%0.033%
8/18/2025Geneos Wealth Management Inc.12,559$709K0.0%+69.9%0.025%
8/18/2025Front Row Advisors LLC2,458$139K0.0%-19.9%0.005%
8/16/2025Headlands Technologies LLC1,291$73K0.0%-14.9%0.003%
8/15/2025Tower Research Capital LLC TRC 10,716$605K0.0%-71.0%0.022%
8/15/2025Corient Private Wealth LLC40,180$2.27M0.0%+263.0%0.081%
8/15/2025Equitable Holdings Inc.74,817$4.23M0.0%+24.5%0.150%
8/15/2025Captrust Financial Advisors24,519$1.39M0.0%-5.9%0.049%
8/15/2025Redwood Financial Network Corp5,106$288K0.2%+5.2%0.010%
8/15/2025MML Investors Services LLC63,020$3.56M0.0%-18.4%0.127%
8/15/2025IHT Wealth Management LLC10,189$575K0.0%+145.0%0.020%
8/15/2025Great Valley Advisor Group Inc.15,954$901K0.0%-7.7%0.032%
8/15/2025EP Wealth Advisors LLC9,384$530K0.0%+7.4%0.019%
8/15/2025BNP Paribas Financial Markets1,191$67K0.0%-97.8%0.002%
8/15/2025BTG Pactual Asset Management US LLC2,475$140K0.0%N/A0.005%
8/15/2025Bank of America Corp DE1,676,110$94.67M0.0%-2.2%3.369%
8/15/2025Ameriprise Financial Inc.356,391$20.13M0.0%+15.6%0.716%
8/14/2025Jane Street Group LLC5,851$330K0.0%-31.5%0.012%
8/14/2025Raymond James Financial Inc.698,391$39.45M0.0%-7.9%1.404%
8/14/2025Quantinno Capital Management LP12,556$709K0.0%-16.9%0.025%
8/14/2025Pingora Partners LLC4,920$278K0.2%+189.4%0.010%
8/14/2025Peapack Gladstone Financial Corp124,531$7.03M0.1%-1.3%0.250%
8/14/2025Vivaldi Capital Management LP13,762$777K0.1%-48.0%0.028%
8/14/2025Glenview Trust co21,509$1.22M0.0%-36.4%0.043%
8/14/2025NewEdge Advisors LLC19,522$1.10M0.0%-18.2%0.039%
8/14/2025Qube Research & Technologies Ltd26,013$1.47M0.0%+311.6%0.052%
8/14/2025Cary Street Partners Financial LLC7,887$445K0.0%+24.8%0.016%
8/14/2025Cerity Partners LLC17,500$988K0.0%+5.5%0.035%
8/13/2025PGIM Custom Harvest LLC675,718$38.17M0.8%-29.4%1.358%
8/13/2025StoneX Group Inc.4,638$262K0.0%N/A0.009%
8/13/2025Cresset Asset Management LLC10,633$601K0.0%-9.0%0.021%
8/13/2025Royal Fund Management LLC21,445$1.21M0.1%-16.8%0.043%
8/13/2025Baird Financial Group Inc.20,387$1.15M0.0%-17.3%0.041%
8/13/2025EverSource Wealth Advisors LLC748$42K0.0%-44.0%0.002%
8/13/2025CW Advisors LLC45,116$2.55M0.0%+25.6%0.091%
8/13/2025WCG Wealth Advisors LLC14,855$839K0.1%+2.9%0.030%
8/13/2025M&T Bank Corp4,627$261K0.0%-8.3%0.009%
8/13/2025Smith Moore & CO.14,830$838K0.1%+4.5%0.030%
8/13/2025VestGen Advisors LLC86,658$4.85M0.2%-13.5%0.174%
8/13/2025Lido Advisors LLC29,449$1.66M0.0%-7.5%0.059%
8/13/2025Scotia Capital Inc.19,618$1.11M0.0%+2.7%0.039%
8/13/2025Hsbc Holdings PLC124,250$7.02M0.0%+488.3%0.250%
8/13/2025Northwestern Mutual Wealth Management Co.1,129,283$63.78M0.0%-22.7%2.270%
8/13/2025Choreo LLC16,168$913K0.0%-16.9%0.032%
8/12/2025J.W. Cole Advisors Inc.39,374$2.22M0.0%+247.6%0.079%
8/12/2025Laurel Wealth Advisors LLC1,947,096$109.97M0.1%+6,342.2%3.914%
8/12/2025Steward Partners Investment Advisory LLC117,733$6.65M0.1%+51.1%0.237%
8/12/2025Insigneo Advisory Services LLC4,451$251K0.0%+35.0%0.009%
8/12/2025CreativeOne Wealth LLC5,738$324K0.0%-29.9%0.012%
8/12/2025Pettyjohn Wood & White Inc.75,075$4.24M0.8%-0.8%0.151%
8/12/2025Franklin Resources Inc.1,675$95K0.0%-72.7%0.003%
8/12/2025JPMorgan Chase & Co.116,155$6.56M0.0%-29.4%0.233%
8/12/2025Bank Julius Baer & Co. Ltd Zurich3,144$178K0.0%-10.0%0.006%
8/12/2025Winnow Wealth LLC1,940$110K0.1%N/A0.004%
8/12/2025Weaver Consulting Group7,110$402K0.1%-12.3%0.014%
8/11/2025TD Waterhouse Canada Inc.23,610$1.35M0.0%-3.1%0.049%
8/11/2025Heritage Wealth Advisors11,674$659K0.0%+13.3%0.024%
8/11/2025Wealthspire Advisors LLC8,420$476K0.0%+3.2%0.018%
8/11/2025Lighthouse Financial LLC55,224$3.12M2.4%+1.4%0.115%
(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, 538 institutional investors and hedge funds held shares of iShares U.S. Healthcare ETF. The most heavily invested institutionals were Laurel Wealth Advisors LLC ($109.97M), LPL Financial LLC ($101.31M), Bank of America Corp DE ($94.67M), UBS Group AG ($87.10M), Royal Bank of Canada ($67.77M), Northwestern Mutual Wealth Management Co. ($63.78M), and Wells Fargo & Company MN ($58.16M).Learn more on iShares U.S. Healthcare ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Healthcare ETF's stock?

Of the 451 institutional investors that purchased iShares U.S. Healthcare ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Laurel Wealth Advisors LLC ($1.92M), Raymond James Financial Inc. ($1.49M), International Assets Investment Management LLC ($522.26K), Commonwealth Equity Services LLC ($444.88K), Osaic Holdings Inc. ($443.02K), Raymond James Financial Services Advisors Inc. ($433.15K), and Raymond James & Associates ($380.63K).

How much institutional buying is happening at iShares U.S. Healthcare ETF?

Institutional investors have bought a total of 8,002,262 shares in the last 24 months. This purchase volume represents approximately $470.49M in transactions.

Which of iShares U.S. Healthcare ETF's major shareholders have been selling company stock?

Of the 233 institutional investors that sold iShares U.S. Healthcare ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bellwether Advisors LLC ($363.09K), Northwestern Mutual Wealth Management Co. ($332.50K), Bank of Montreal Can ($331.15K), PGIM Custom Harvest LLC ($291.62K), Ferguson Wellman Capital Management Inc. ($189.43K), Perbak Capital Partners LLP ($125.57K), and Great Lakes Advisors LLC ($114.59K).

How much institutional selling is happening at iShares U.S. Healthcare ETF?

Institutional investors have sold a total of 3,621,659 shares in the last 24 months. This volume of shares sold represents approximately $211.68M in transactions.



This page (NYSEARCA:IYH) was last updated on 10/21/2025 by MarketBeat.com Staff
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