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

$63.02

+0.36 (+0.57%)

(As of 07/26/2024 ET)

Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 313
Total Institutional Inflows (last 12 months): $371.81M

Number of Institutional Sellers (last 12 months): 172
Total Institutional Outflows (last 12 months): $55.60M

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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
7/26/2024	Worth Financial Advisory Group LLC	16,498	$1.01M	0.7%	+4.9%	0.030%
7/26/2024	Harbour Investments Inc.	3,211	$197K	0.0%	-7.0%	0.006%
7/26/2024	Cambridge Investment Research Advisors Inc.	151,771	$9.30M	0.0%	-1.1%	0.273%
7/26/2024	Signature Estate & Investment Advisors LLC	12,437	$762K	0.0%	N/A	0.022%
7/25/2024	Raymond James Trust N.A.	8,877	$544K	0.0%	-4.6%	0.016%
7/25/2024	EQ LLC	5,926	$363K	0.2%	-5.6%	0.011%
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7/25/2024	First Merchants Corp	7,185	$440K	0.0%	-4.0%	0.013%
7/25/2024	Beacon Capital Management LLC	687	$42K	0.0%	+281.7%	0.001%
7/24/2024	Family Firm Inc.	4,231	$259K	0.0%	-10.2%	0.008%
7/24/2024	Joseph P. Lucia & Associates LLC	3,320	$203K	0.1%	N/A	0.006%
7/24/2024	American Financial Advisors LLC	13,521	$828K	0.1%	-25.7%	0.024%
7/24/2024	&PARTNERS	7,288	$447K	0.0%	N/A	0.013%
7/24/2024	Cultivar Capital Inc.	505	$31K	0.0%	N/A	0.001%
7/24/2024	Vishria Bird Financial Group LLC	40,400	$2.48M	1.0%	-0.5%	0.073%
7/23/2024	Essex LLC	31,463	$1.93M	0.4%	-6.7%	0.057%
7/22/2024	Atria Wealth Solutions Inc.	31,671	$1.94M	0.0%	-20.7%	0.057%
7/22/2024	Capital Advisory Group Advisory Services LLC	8,276	$507K	0.2%	+2.5%	0.015%
7/22/2024	Focus Financial Network Inc.	6,440	$407K	0.0%	-15.3%	0.012%
7/22/2024	Carnegie Investment Counsel	10,586	$649K	0.0%	-8.6%	0.019%
7/20/2024	Raymond James Financial Services Advisors Inc.	327,762	$20.08M	0.0%	-30.6%	0.590%
7/19/2024	Central Bank & Trust Co.	4,141	$254K	0.0%	N/A	0.007%
7/19/2024	Marshall Financial Group LLC	3,823	$234K	0.1%	-5.5%	0.007%
7/19/2024	Raymond James & Associates	427,768	$26.21M	0.0%	-8.5%	0.769%
7/19/2024	Oakworth Capital Inc.	393,851	$24.13M	1.8%	+0.3%	0.708%
7/18/2024	Royal Fund Management LLC	169,683	$10.42M	0.8%	-3.7%	0.305%
7/18/2024	Triad Wealth Partners LLC	500	$31K	0.0%	N/A	0.001%
7/17/2024	SOA Wealth Advisors LLC.	20,744	$1.27M	0.3%	-11.7%	0.037%
7/17/2024	Aurora Private Wealth Inc.	3,636	$223K	0.2%	-8.4%	0.007%
7/16/2024	Steele Capital Management Inc.	5,050	$309K	0.0%	+7.4%	0.009%
7/16/2024	Ferguson Wellman Capital Management Inc.	8,043	$493K	0.0%	-6.9%	0.014%
7/16/2024	Consolidated Capital Management LLC	275,932	$16.91M	8.1%	+39.1%	0.496%
7/16/2024	Wealth Enhancement Advisory Services LLC	128,602	$7.88M	0.0%	+9.4%	0.231%
7/16/2024	Maia Wealth LLC	3,294	$205K	0.1%	N/A	0.006%
7/16/2024	WASHINGTON TRUST Co	2,710	$166K	0.0%	-9.1%	0.005%
7/16/2024	Cooper Financial Group	3,375	$207K	0.0%	N/A	0.006%
7/15/2024	Transform Wealth LLC	9,178	$562K	0.0%	-11.0%	0.017%
7/15/2024	Fifth Third Securities Inc.	17,332	$1.06M	0.1%	N/A	0.031%
7/15/2024	Patriot Investment Management Group Inc.	23,137	$1.42M	0.1%	-4.1%	0.042%
7/12/2024	Ignite Planners LLC	5,117	$311K	0.1%	+7.2%	0.009%
7/12/2024	Bond & Devick Financial Network Inc.	16,935	$1.04M	0.6%	+4.2%	0.030%
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7/12/2024	Central Valley Advisors LLC	9,202	$564K	0.3%	-13.1%	0.017%
7/12/2024	Sax Wealth Advisors LLC	5,370	$329K	0.0%	N/A	0.010%
7/12/2024	Capital Investment Advisors LLC	78,863	$4.83M	0.1%	-1.1%	0.142%
7/12/2024	Shira Ridge Wealth Management	11,701	$717K	0.4%	-3.3%	0.021%
7/11/2024	U.S. Capital Wealth Advisors LLC	9,905	$607K	0.0%	-10.2%	0.018%
7/11/2024	Stillwater Capital Advisors LLC	99,666	$6.11M	0.9%	-1.3%	0.179%
7/11/2024	Lwmg LLC	6,697	$410K	0.1%	+12.1%	0.012%
7/11/2024	Butensky & Cohen Financial Security Inc.	3,645	$223K	0.1%	-10.8%	0.007%
7/10/2024	Csenge Advisory Group	8,264	$506K	0.0%	-73.7%	0.015%
7/10/2024	Valeo Financial Advisors LLC	3,370	$206K	0.0%	N/A	0.006%
7/10/2024	CWM LLC	19,499	$1.20M	0.0%	-18.7%	0.035%
7/9/2024	Park Avenue Securities LLC	44,813	$2.75M	0.0%	+23.6%	0.081%
7/9/2024	Lynx Investment Advisory	1,834	$112K	0.1%	N/A	0.003%
7/2/2024	Transcend Capital Advisors LLC	4,407	$270K	0.0%	N/A	0.008%
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%
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%
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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%
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%

(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, 502 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 453 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 ($337.88K), and Oakworth Capital Inc. ($317.30K).
How much institutional buying is happening at iShares U.S. Healthcare ETF?: Institutional investors have bought a total of 8,477,605 shares in the last 24 months. This purchase volume represents approximately $498.25M in transactions.

Which iShares U.S. Healthcare ETF major shareholders have been selling company stock?: Of the 255 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), Raymond James Financial Services Advisors Inc. ($203.63K), The Manufacturers Life Insurance Company ($189.26K), Money Concepts Capital Corp ($71.07K), UBS Group AG ($60.77K), and Raymond James & Associates ($53.46K).
How much institutional selling is happening at iShares U.S. Healthcare ETF?: Institutional investors have sold a total of 1,827,851 shares in the last 24 months. This volume of shares sold represents approximately $102.88M in transactions.