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

iShares U.S. Healthcare ETF logo
$69.10 +0.86 (+1.26%)
As of 08/5/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
257
Total
Institutional Inflows
(last 12 months)
$772.41M
Number of
Institutional Sellers
(last 12 months)
217
Total
Institutional Outflows
(last 12 months)
$426.79M
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Skip Chart & View Institutional Buying and Selling Data

IYH Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Whitener Capital Management Inc.4,566$306K0.1%+10.4%0.010%
7/10/2026 KMG Fiduciary Partners LLC16,345$1.10M0.1%-2.6%0.035%
7/10/2026 Community Financial Services Group LLC595$40K0.0%N/A0.001%
7/9/2026 Key Client Fiduciary Advisors LLC4,515$303K0.1%-10.6%0.010%
7/9/2026 Focus Financial Network Inc.4,866$326K0.0%-8.7%0.010%
7/9/2026 Valeo Financial Advisors LLC3,086$207K0.0%N/A0.007%
7/8/2026 Finley Financial LLC8,025$538K0.2%-12.1%0.017%
7/7/2026 First Citizens Financial Corp92,717$6.21M2.6%-0.2%0.197%
7/7/2026 CoreCap Advisors LLC4,801$322K0.0%-83.6%0.010%
6/18/2026Western Wealth Management LLC3,168$195K0.0%N/A0.007%
6/3/2026Parallel Advisors LLC4,013$247K0.0%+15.2%0.009%
6/3/2026NewEdge Advisors LLC25,632$1.58M0.0%+2.8%0.055%
5/19/2026Western Wealth Management LLC3,168$195K0.0%N/A0.007%
5/19/2026McIlrath & Eck LLC7,957$490K0.0%N/A0.017%
5/19/2026 Royal Fund Management LLC15,745$970K0.1%-15.8%0.034%
5/19/2026NewEdge Advisors LLC15,969$984K0.0%-35.9%0.034%
5/19/2026Bank of America Corp DE1,529,508$94.28M0.0%-0.7%3.272%
5/19/2026Centaurus Financial Inc.2,160$133K0.0%-69.6%0.005%
5/19/2026Arkadios Wealth Advisors31,379$1.93M0.0%+3.2%0.067%
5/18/2026Sunbelt Securities Inc.15,996$986K0.1%+34.2%0.034%
5/18/2026Royal Bank of Canada899,816$55.47M0.0%+7.8%1.925%
5/16/2026Quantinno Capital Management LP22,107$1.36M0.0%+37.2%0.047%
5/15/2026Cardiff Park Advisors LLC4,793$295K0.0%+47.6%0.010%
5/15/2026Vivaldi Capital Management LP12,733$785K0.1%-7.5%0.027%
5/14/2026 Compound Planning Inc.3,245$200K0.0%N/A0.007%
5/14/2026Sei Investments Co.4,511$278K0.0%N/A0.010%
5/14/2026Lido Advisors LLC30,820$1.90M0.0%-4.6%0.066%
5/13/2026Cetera Investment Advisers206,074$12.70M0.0%+6.2%0.441%
5/13/2026Wealthspire Retirement LLC9,000$555K0.0%-11.7%0.019%
5/12/2026CacheTech Inc.20,153$1.24M0.2%+17.4%0.043%
5/8/2026PNC Financial Services Group Inc.49,036$3.02M0.0%-5.8%0.105%
5/8/2026Glenview Trust Co15,172$935K0.0%-8.7%0.032%
5/7/2026 Continuum Wealth Advisors LLC4,782$295K0.1%-24.5%0.010%
5/7/2026Parallel Advisors LLC4,013$247K0.0%+15.2%0.009%
5/6/2026Pavion Blue Capital LLC3,350$206K0.1%-5.6%0.007%
5/6/2026Audent Global Asset Management LLC46,958$2.89M3.0%-36.3%0.100%
5/6/2026 Bartlett & CO. Wealth Management LLC14,539$886K0.0%-1.1%0.031%
5/6/2026 Gerald Baker Financial Group LLC60,737$3.54M1.2%N/A0.130%
5/6/2026 Independent Financial Group LLC26,045$1.61M0.0%N/A0.056%
5/5/2026 D.A. Davidson & CO.10,933$674K0.0%+86.9%0.023%
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5/5/2026Geneos Wealth Management Inc.9,755$601K0.0%-5.4%0.021%
5/5/2026Sanctuary Advisors LLC53,754$3.31M0.0%+12.2%0.115%
5/5/2026Sigma Planning Corp22,768$1.40M0.0%+115.9%0.049%
5/5/2026 Conservest Capital Advisors Inc.40,785$2.51M0.2%-3.9%0.087%
5/4/2026 Summit Wealth Group LLC4,902$302K0.1%-7.6%0.010%
5/4/2026 Milestones Private Investment Advisors LLC4,679$288K0.3%-5.1%0.010%
5/4/2026Retirement Planning Group LLC7,489$462K0.0%-8.6%0.016%
5/4/2026 NWF Advisory Services Inc.32,560$2.01M0.2%+9.2%0.070%
5/4/2026 Principal Financial Group Inc.92,460$5.70M0.0%-63.1%0.198%
5/4/2026 One Wealth Map LLC3,622$221K0.1%N/A0.008%
5/4/2026 Procyon Advisors LLC7,250$447K0.0%+16.0%0.016%
5/2/2026Valmark Advisers Inc.22,873$1.41M0.0%-5.2%0.049%
5/2/2026 Carnegie Investment Counsel9,570$590K0.0%-3.9%0.020%
5/1/2026Fifth Third Bancorp8,030$495K0.0%N/A0.017%
5/1/2026 Sovran Advisors LLC15,176$930K0.1%+3.3%0.032%
5/1/2026 Sequoia Financial Advisors LLC4,669$288K0.0%-8.2%0.010%
4/30/2026Hsbc Holdings PLC12,486$770K0.0%-99.0%0.027%
4/30/2026 Kestra Advisory Services LLC421,205$25.96M0.1%+8.7%0.900%
4/30/2026 Money Concepts Capital Corp37,120$2.29M0.1%+511.0%0.079%
4/29/2026 Armor Investment Advisors LLC7,379$455K0.2%+13.8%0.016%
4/29/2026 Clare Market Investments LLC3,250$200K0.0%N/A0.007%
4/28/2026 Arbor Investment Advisors LLC4,780$295K0.0%-4.1%0.010%
4/28/2026 Westfuller Advisors LLC1,727$106K0.0%-26.4%0.004%
4/28/2026 Stephens Inc. AR9,659$595K0.0%+14.7%0.021%
4/28/2026GM Advisory Group LLC3,942$243K0.0%+16.9%0.008%
4/28/2026 Forte Asset Management LLC65,952$4.07M1.8%-0.9%0.140%
4/27/2026 Counterweight Ventures LLC6,154$379K0.2%-5.4%0.013%
4/27/2026 Private Advisor Group LLC121,187$7.47M0.0%-7.3%0.258%
4/25/2026TSG Advice Partners LLC6,498$401K0.1%-3.6%0.014%
4/24/2026 Essex LLC35,121$2.17M0.4%+2.7%0.075%
4/23/2026 Simmons Bank21,060$1.30M0.1%-4.3%0.045%
4/23/2026 Apollon Wealth Management LLC10,725$661K0.0%-21.0%0.023%
4/22/2026Janney Montgomery Scott LLC33,577$2.07M0.0%-4.9%0.071%
4/22/2026 Aua Capital Management LLC29,207$1.80M0.9%-1.3%0.062%
4/22/2026 My Personal CFO LLC18,000$1.11M0.5%-27.3%0.038%
4/22/2026 Merkkuri Wealth Advisors LLC18,310$1.13M0.7%+1.9%0.039%
4/21/2026 Laurel Oak Wealth Management LLC12,641$779K0.1%+2.8%0.027%
4/21/2026 First United Bank & Trust5,825$359K0.1%-2.9%0.012%
4/20/2026 Kestra Private Wealth Services LLC22,149$1.37M0.0%+2.7%0.047%
4/20/2026 Apella Capital LLC16,709$1.05M0.0%+3.3%0.036%
4/18/2026 CENTRAL TRUST Co1,285$79K0.0%+37.4%0.003%
3/20/2026Hsbc Holdings PLC1,237,489$80.56M0.0%+1,008.8%2.307%
3/17/2026Rockefeller Capital Management L.P.22,292$1.45M0.0%-18.6%0.042%
3/10/2026Audent Global Asset Management LLC73,773$4.80M2.0%+10.6%0.138%
3/9/2026Corient Private Wealth LLC27,664$1.80M0.0%-17.0%0.052%
3/6/2026Hsbc Holdings PLC1,237,489$80.56M0.0%+1,008.8%2.307%
3/5/2026 Bayban640$42K0.0%N/A0.001%
3/2/2026Reflection Asset Management1,230$80K0.1%N/A0.002%
3/2/2026Sankala Group LLC18,301$1.22M1.0%N/A0.034%
2/24/2026 Astoria Portfolio Advisors LLC.10,993$728K0.2%N/A0.020%
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2/20/2026Sunbelt Securities Inc.11,916$776K0.1%+39.5%0.022%
2/19/2026Corient Private Wealth LLC25,664$1.67M0.0%-23.0%0.048%
2/19/2026Jacobs Equity LLC8,091$527K0.5%N/A0.015%
2/18/2026Ameriflex Group Inc.7,029$458K0.2%-50.1%0.013%
2/18/2026Mercer Global Advisors Inc. ADV8,308$541K0.0%+19.7%0.015%
2/18/2026Virtue Capital Management LLC26,696$1.75M0.1%N/A0.050%
2/18/2026Beacon Pointe Advisors LLC20,786$1.35M0.0%+8.3%0.039%
2/18/2026 First Citizens Bank & Trust Co.9,175$597K0.0%N/A0.017%
2/18/2026EP Wealth Advisors LLC8,272$539K0.0%N/A0.015%
2/18/2026CacheTech Inc.17,161$1.12M0.2%-30.8%0.032%


IYH Institutional Ownership - Frequently Asked Questions

During the previous two years, 525 institutional investors and hedge funds held shares of iShares U.S. Healthcare ETF. The most heavily invested institutionals were FIL Ltd ($254.63M), Morgan Stanley ($147.75M), LPL Financial LLC ($98.07M), Bank of America Corp DE ($94.28M), UBS Group AG ($78.14M), Northwestern Mutual Wealth Management Co. ($68.17M), and Wells Fargo & Company MN ($59.37M).Learn more on iShares U.S. Healthcare ETF's institutional investors.

Of the 398 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: FIL Ltd ($3.26M), Hsbc Holdings PLC ($2.38M), Laurel Wealth Advisors LLC ($1.92M), Raymond James Financial Inc. ($1.50M), Pinkerton Wealth LLC ($615.84K), Bank of Montreal Can ($343.56K), and J. Safra Sarasin Holding AG ($339.61K).

Institutional investors have bought a total of 12,289,009 shares in the last 24 months. This purchase volume represents approximately $773.06M in transactions.

Of the 217 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: Laurel Wealth Advisors LLC ($1.91M), Northwestern Mutual Wealth Management Co. ($1.40M), Hsbc Holdings PLC ($1.23M), PGIM Custom Harvest LLC ($280.80K), Bank of America Corp DE ($218.09K), Consolidated Capital Management LLC ($178.29K), and Principal Financial Group Inc. ($158.30K).

Institutional investors have sold a total of 7,051,653 shares in the last 24 months. This volume of shares sold represents approximately $426.99M in transactions.


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This page (NYSEARCA:IYH) was last updated on 8/6/2026 by MarketBeat.com Staff.
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