S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
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S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Stock market today: Wall Street falls sharply to close out its worst week since October
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
Closing prices for crude oil, gold and other commodities
3 Key Stocks Helping to Drive the EV Race
You Can Follow BlackRock’s Market View for Your Money
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Stock market today: Wall Street falls sharply to close out its worst week since October
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
Closing prices for crude oil, gold and other commodities
3 Key Stocks Helping to Drive the EV Race
You Can Follow BlackRock’s Market View for Your Money
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Stock market today: Wall Street falls sharply to close out its worst week since October
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
Closing prices for crude oil, gold and other commodities
3 Key Stocks Helping to Drive the EV Race
You Can Follow BlackRock’s Market View for Your Money

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

$58.40
-0.82 (-1.38%)
(As of 04/12/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
281
Total
Institutional Inflows
(last 12 months)
$160.49M
Number of
Institutional Sellers
(last 12 months)
222
Total
Institutional Outflows
(last 12 months)
$69.33M
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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
4/12/2024Central Valley Advisors LLC10,588$655K0.3%+593.8%0.018%
4/12/2024Keystone Wealth Services LLC3,925$243K0.1%+400.0%0.007%
4/12/2024Kaydan Wealth Management Inc.3,681$228K0.1%+400.1%0.006%
4/12/2024Ignite Planners LLC4,774$293K0.1%+400.4%0.008%
4/12/2024Pacifica Partners Inc.635$39K0.0%+1,884.4%0.001%
4/12/2024Harbor Investment Advisory LLC8,060$499K0.0%+400.0%0.014%
4/12/2024AdvisorNet Financial Inc3,467$215K0.0%+400.3%0.006%
4/11/2024Royal Fund Management LLC176,180$10.91M1.1%+439.9%0.307%
4/11/2024Aua Capital Management LLC29,785$1.84M1.1%+359.9%0.052%
4/11/2024DHJJ Financial Advisors Ltd.1,250$77K0.0%+400.0%0.002%
4/11/2024Capital CS Group LLC3,965$245K0.2%N/A0.007%
4/10/2024 CVA Family Office LLC1,035$64K0.0%+400.0%0.002%
4/10/2024 Park Avenue Securities LLC36,251$2.24M0.0%+425.1%0.063%
4/10/2024 SOA Wealth Advisors LLC.23,502$1.46M0.3%+395.3%0.041%
4/10/2024 KMG Fiduciary Partners LLC17,075$1.06M0.1%+415.9%0.030%
4/10/2024 Thomasville National Bank8,355$517K0.0%+400.0%0.015%
4/9/2024 Rise Advisors LLC463$29K0.0%+403.3%0.004%
4/9/2024 Ferguson Wellman Capital Management Inc.8,640$535K0.0%+397.1%0.076%
4/5/2024 Butensky & Cohen Financial Security Inc.4,085$253K0.1%+335.5%0.036%
4/5/2024 Compass Wealth Management LLC575$36K0.0%+400.0%0.005%
4/5/2024 NBC Securities Inc.2,085$129K0.0%+400.0%0.018%
4/5/2024 Davis Capital Management1,000$61K0.1%+390.2%0.009%
4/5/2024 CWM LLC23,970$1.48M0.0%+456.8%0.211%
4/3/2024 Dentgroup LLC20,723$1.28M1.1%+389.1%0.183%
4/2/2024 M&R Capital Management Inc.2,000$124K0.0%+400.0%0.018%
4/1/2024 Park National Corp OH4,000$248K0.0%+400.0%0.035%
3/19/2024Financial Life Advisors2,830$810K0.3%-80.2%0.025%
3/7/2024Objective Capital Management LLC775$222K0.2%N/A0.007%
3/6/2024SageView Advisory Group LLC1,081$318K0.0%+4.3%0.010%
3/1/2024Creekmur Asset Management LLC6,060$1.74M0.5%N/A0.053%
3/1/2024Transcendent Capital Group LLC200$57K0.0%N/A0.002%
3/1/2024Goldman Sachs Group Inc.185,810$53.19M0.0%+3.4%1.637%
2/28/2024EP Wealth Advisors LLC28,742$8.23M0.1%+878.3%0.253%
2/27/2024Counterweight Ventures LLC3,647$1.04M0.9%N/A0.032%
2/23/2024Arkansas Financial Group Inc.13,881$3.97M0.7%+6.8%0.122%
2/16/2024D L Carlson Investment Group Inc.2,553$777K0.2%-11.4%0.022%
2/16/2024SageView Advisory Group LLC1,081$318K0.0%+4.3%0.010%
2/16/2024PCA Investment Advisory Services Inc.888$254K0.2%-20.6%0.008%
2/16/2024GSA Capital Partners LLP6,631$1.90M0.2%+232.2%0.058%
2/15/2024Mercer Global Advisors Inc. ADV5,631$1.61M0.0%-3.4%0.050%
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2/15/2024Moneta Group Investment Advisors LLC1,952$559K0.0%N/A0.017%
2/15/2024Modera Wealth Management LLC1,163$333K0.0%-14.7%0.010%
2/15/2024Pettyjohn Wood & White Inc.16,729$4.79M1.0%-2.5%0.147%
2/15/2024Fort Sheridan Advisors LLC762$218K0.0%-43.8%0.007%
2/15/2024Baird Financial Group Inc.7,813$2.24M0.0%-1.3%0.069%
2/15/2024Comerica Bank2,061$590K0.0%-49.6%0.018%
2/14/2024Royal Bank of Canada171,495$49.09M0.0%-3.9%1.511%
2/14/2024Pathstone Holdings LLC3,226$923K0.0%N/A0.028%
2/14/2024Kestra Advisory Services LLC62,510$17.89M0.1%+49.6%0.551%
2/14/2024LM Advisors LLC185$53K0.0%N/A0.002%
2/14/2024Vivaldi Capital Management LP3,636$1.09M0.3%+59.3%0.032%
2/14/2024Creative Planning9,125$2.61M0.0%+11.6%0.080%
2/14/2024MGO One Seven LLC2,946$843K0.0%-37.6%0.026%
2/14/2024Cresset Asset Management LLC1,377$394K0.0%-71.6%0.012%
2/14/2024Regal Investment Advisors LLC3,331$953K0.1%+6.6%0.029%
2/14/2024Connectus Wealth LLC37,308$10.69M0.2%N/A0.329%
2/13/2024Angeles Wealth Management LLC266$76K0.0%N/A0.002%
2/13/2024Envestnet Asset Management Inc.24,318$6.96M0.0%-89.0%0.214%
2/13/2024Northern Trust Corp4,066$1.16M0.0%-1.6%0.036%
2/13/2024Cetera Advisor Networks LLC13,755$3.94M0.0%-30.2%0.121%
2/13/2024Goldman Sachs Group Inc.185,810$53.19M0.0%+3.4%1.637%
2/13/2024CIBC Private Wealth Group LLC1,894$542K0.0%+18.5%0.017%
2/13/2024Laurel Wealth Advisors LLC4,436$1.27M0.2%-1.1%0.039%
2/13/2024Peapack Gladstone Financial Corp28,384$8.13M0.1%-1.7%0.250%
2/13/2024CWA Asset Management Group LLC18,678$5.35M0.4%N/A0.165%
2/12/2024Scotia Capital Inc.3,585$1.03M0.0%-4.4%0.032%
2/12/2024Laidlaw Wealth Management LLC2,189$627K0.2%+31.9%0.019%
2/12/2024Focus Financial Network Inc. ADV4,151$1.19M0.0%N/A0.037%
2/12/2024Stifel Financial Corp11,873$3.40M0.0%-16.1%0.105%
2/12/2024Steward Partners Investment Advisory LLC17,388$4.98M0.1%-24.1%0.153%
2/12/2024Parallel Advisors LLC644$184K0.0%+34.4%0.006%
2/12/2024Heritage Wealth Advisors2,440$698K0.0%+18.4%0.021%
2/9/2024Congress Wealth Management LLC DE 12,169$3.48M0.1%+2.4%0.107%
2/9/2024Advisory Services Network LLC14,075$4.03M0.1%+24.2%0.124%
2/9/2024SageView Advisory Group LLC1,081$318K0.0%+4.3%0.010%
2/9/2024Cambridge Investment Research Advisors Inc.28,391$8.13M0.0%-29.8%0.250%
2/9/2024Frazier Financial Advisors LLC158$45K0.0%N/A0.001%
2/9/2024Tidemark LLC141$40K0.0%N/A0.001%
2/9/2024Central Valley Advisors LLC1,526$437K0.3%N/A0.013%
2/9/2024Nemes Rush Group LLC418$120K0.0%N/A0.004%
2/9/2024Franklin Resources Inc.1,225$351K0.0%+265.7%0.011%
2/9/2024CreativeOne Wealth LLC835$239K0.0%-48.9%0.007%
2/9/2024Corient Private Wealth LLC5,433$1.56M0.0%+12.8%0.048%
2/9/2024D.A. Davidson & CO.1,218$349K0.0%-58.2%0.011%
2/9/2024Certus Wealth Management LLC997$285K0.2%-47.9%0.009%
2/9/2024Wells Fargo & Company MN213,492$61.11M0.0%-0.2%1.881%
2/9/2024Gladstone Institutional Advisory LLC5,067$1.45M0.1%-2.1%0.045%
2/9/2024UBS Group AG304,294$87.10M0.0%+5.0%2.681%
2/9/2024PNC Financial Services Group Inc.14,154$4.05M0.0%-0.7%0.125%
2/8/2024AMG National Trust Bank701$201K0.0%N/A0.006%
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2/8/2024Summit X LLC1,774$508K0.1%-36.8%0.016%
2/8/2024Great Lakes Advisors LLC25,937$7.42M0.1%-3.0%0.229%
2/8/2024Atlantic Edge Private Wealth Management LLC485$139K0.1%N/A0.004%
2/8/2024Haverford Trust Co2,854$817K0.0%+1.3%0.025%
2/8/2024Janney Montgomery Scott LLC8,718$2.50M0.0%+10.9%0.077%
2/8/2024First United Bank & Trust1,359$389K0.2%-3.5%0.012%
2/7/2024Avantax Advisory Services Inc.7,087$2.03M0.0%-8.3%0.062%
2/7/2024Consolidated Capital Management LLC40,552$11.61M6.2%-4.9%0.357%
2/7/2024EQ LLC1,355$388K0.3%N/A0.012%
2/7/2024SP Asset Management LLC20,448$5.85M0.6%+0.2%0.180%
(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, 507 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), Morgan Stanley ($130.46M), Bank of America Corp DE ($112.43M), LPL Financial LLC ($106.18M), UBS Group AG ($87.10M), Wells Fargo & Company MN ($61.11M), 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 443 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: The Manufacturers Life Insurance Company ($1.79M), Bank Julius Baer & Co. Ltd Zurich ($774.68K), Granite Bay Wealth Management LLC ($367.09K), International Assets Investment Management LLC ($300.30K), Envestnet Asset Management Inc. ($191.33K), Royal Fund Management LLC ($154.21K), and Bellwether Advisors LLC ($122.43K).

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

Institutional investors have bought a total of 6,341,768 shares in the last 24 months. This purchase volume represents approximately $354.71M in transactions.

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

Of the 302 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: Prudential Financial Inc. ($642.62K), CFS Investment Advisory Services LLC ($386.12K), Envestnet Asset Management Inc. ($237.45K), Granite Bay Wealth Management LLC ($232.12K), The Manufacturers Life Insurance Company ($189.26K), Royal Bank of Canada ($75.32K), and Money Concepts Capital Corp ($71.46K).

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

Institutional investors have sold a total of 2,859,751 shares in the last 24 months. This volume of shares sold represents approximately $160.83M in transactions.


This page (NYSEARCA:IYH) was last updated on 4/12/2024 by MarketBeat.com Staff

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