Free Trial

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

iShares U.S. Healthcare ETF logo
$60.94 -0.22 (-0.35%)
As of 02:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares U.S. Healthcare ETF (NYSEARCA:IYH)

Number of
Institutional Buyers
(last 12 months)
246
Total
Institutional Inflows
(last 12 months)
$471.32M
Number of
Institutional Sellers
(last 12 months)
232
Total
Institutional Outflows
(last 12 months)
$218.05M
Get IYH Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Healthcare ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
10/3/2025 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%
8/8/2025Rockefeller Capital Management L.P.23,679$1.34M0.0%-2.6%0.049%
8/8/2025Cetera Investment Advisers165,639$9.36M0.0%-11.5%0.344%
8/8/2025Creative Planning51,802$2.93M0.0%+7.4%0.108%
8/8/2025Bailard Inc.5,505$311K0.0%+6.9%0.011%
8/8/2025PNC Financial Services Group Inc.56,149$3.17M0.0%-1.1%0.117%
8/7/2025CENTRAL TRUST Co960$54K0.0%+108.7%0.002%
8/7/2025Blackston Financial Advisory Group LLC8,501$480K0.2%-7.5%0.018%
8/7/2025Summit X LLC5,228$295K0.1%-5.7%0.011%
8/7/2025Midwest Trust Co5,076$287K0.0%N/A0.011%
8/7/2025HC Advisors LLC70,257$3.97M2.8%+3.0%0.146%
8/6/2025Summit Wealth Group LLC5,579$315K0.1%N/A0.012%
8/6/2025Ethos Financial Group LLC48,578$2.74M0.2%-5.3%0.101%
8/6/2025Atlantic Union Bankshares Corp5,485$310K0.0%N/A0.011%
8/6/2025First Horizon Advisors Inc.1,756$99K0.0%+31.0%0.004%
8/6/2025Simmons Bank22,042$1.25M0.1%-3.2%0.046%
8/5/2025Arrowroot Family Office LLC6,799$384K0.2%N/A0.014%
8/5/2025Claro Advisors LLC11,489$649K0.1%N/A0.024%
8/5/2025Sheridan Capital Management LLC44,442$2.51M1.7%-4.9%0.092%
8/5/2025Huntington National Bank8,337$471K0.0%-10.1%0.017%
8/5/2025Continuum Wealth Advisors LLC6,335$358K0.2%-4.9%0.013%
8/5/2025Bank of Montreal Can95,824$5.41M0.0%+7.7%0.199%
8/5/2025Sigma Planning Corp14,846$838K0.0%-26.6%0.031%
8/4/2025Kovack Advisors Inc.14,067$795K0.1%-10.0%0.029%
8/4/2025Tradewinds LLC.29,020$1.64M1.2%N/A0.060%
8/4/2025IFG Advisory LLC17,283$976K0.0%-5.6%0.036%
8/4/2025Pinnacle Associates Ltd.17,606$994K0.0%+32.3%0.037%
8/4/2025Assetmark Inc.734$41K0.0%+98.4%0.002%
8/4/2025Spire Wealth Management5,019$283K0.0%-20.0%0.010%
8/4/2025Arkadios Wealth Advisors22,756$1.29M0.0%+9.2%0.047%
8/1/2025Corrado Advisors LLC22,812$1.29M0.8%+6.1%0.047%
(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, 544 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 454 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 8,012,206 shares in the last 24 months. This purchase volume represents approximately $471.32M in transactions.

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

Of the 232 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), Royal Fund Management LLC ($148.13K), and Perbak Capital Partners LLP ($125.57K).

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

Institutional investors have sold a total of 3,713,311 shares in the last 24 months. This volume of shares sold represents approximately $218.05M in transactions.



This page (NYSEARCA:IYH) was last updated on 10/6/2025 by MarketBeat.com Staff
From Our Partners