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

iShares U.S. Healthcare ETF logo
$56.85 +0.03 (+0.05%)
As of 07/3/2025 05:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
234
Total
Institutional Inflows
(last 12 months)
$348.27M
Number of
Institutional Sellers
(last 12 months)
216
Total
Institutional Outflows
(last 12 months)
$181.51M
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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
5/22/2025Rollins Financial Advisors LLC8,514$518K0.1%-41.8%0.017%
5/21/2025Geneos Wealth Management Inc.7,391$450K0.0%-12.2%0.015%
5/20/2025Focus Partners Wealth8,810$536K0.0%+20.1%0.017%
5/20/2025Flaharty Asset Management LLC600$37K0.0%N/A0.001%
5/20/2025Glenview Trust co33,804$2.06M0.0%-67.8%0.067%
5/19/2025Jane Street Group LLC8,547$520K0.0%N/A0.017%
5/16/2025Arete Wealth Advisors LLC4,366$266K0.0%N/A0.009%
5/16/2025Great Lakes Advisors LLC10,800$658K0.0%-91.1%0.021%
5/16/2025Goldman Sachs Group Inc.630,685$38.40M0.0%+34.5%1.304%
5/16/2025Jones Financial Companies Lllp3,233$197K0.0%-95.2%0.006%
5/16/2025Sheridan Capital Management LLC46,714$2.84M2.1%-7.0%0.092%
5/16/2025Redwood Financial Network Corp4,854$296K0.2%+21.1%0.010%
5/16/2025Pingora Partners LLC1,700$104K0.1%N/A0.003%
5/16/2025NewEdge Advisors LLC23,878$1.45M0.0%-1.0%0.047%
5/16/2025Banque Transatlantique SA2,050$115K0.0%N/A0.004%
5/16/2025AQR Capital Management LLC10,841$660K0.0%+17.7%0.021%
5/15/2025Promethium Advisors LLC3,295$201K0.1%N/A0.007%
5/15/2025Perbak Capital Partners LLP27,347$1.67M1.2%-52.7%0.054%
5/15/2025EP Wealth Advisors LLC8,741$532K0.0%-9.7%0.017%
5/15/2025Focus Partners Advisor Solutions LLC4,719$287K0.0%+15.2%0.009%
5/15/2025Royal Bank of Canada1,113,055$67.77M0.0%-5.7%2.200%
5/15/2025Baird Financial Group Inc.24,655$1.50M0.0%-9.4%0.049%
5/15/2025D L Carlson Investment Group Inc.8,857$539K0.1%-2.8%0.018%
5/14/2025CreativeOne Wealth LLC8,186$498K0.0%-21.6%0.016%
5/14/2025WCG Wealth Advisors LLC14,430$879K0.1%+5.2%0.029%
5/14/2025Comerica Bank10,284$626K0.0%-6.9%0.020%
5/14/2025Kayne Anderson Rudnick Investment Management LLC12,088$736K0.0%-20.8%0.024%
5/14/2025Northwestern Mutual Wealth Management Co.1,461,787$89.01M0.1%+13.0%2.889%
5/14/2025Kestra Advisory Services LLC313,738$19.10M0.1%-2.0%0.620%
5/14/2025CW Advisors LLC35,918$2.19M0.0%-13.9%0.071%
5/14/2025Summit Financial LLC7,174$437K0.0%-24.5%0.014%
5/14/2025PGIM Custom Harvest LLC956,517$58.24M1.4%-1.1%1.890%
5/14/2025Joseph P. Lucia & Associates LLC3,324$202K0.1%N/A0.007%
5/14/2025GM Advisory Group LLC3,371$205K0.0%N/A0.007%
5/14/2025Hsbc Holdings PLC21,121$1.29M0.0%N/A0.042%
5/14/2025HC Advisors LLC68,230$4.16M3.1%+6.3%0.135%
5/14/2025RWA Wealth Partners LLC5,145$313K0.0%-41.9%0.010%
5/13/2025Cladis Investment Advisory LLC3,340$203K0.1%N/A0.007%
5/13/2025CacheTech Inc.129,292$7.87M1.5%N/A0.256%
5/13/2025Ethos Financial Group LLC51,294$3.12M0.3%N/A0.101%
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5/13/2025Steward Partners Investment Advisory LLC77,933$4.75M0.0%-1.1%0.154%
5/13/2025Adams Wealth Management129,292$7.87M1.5%N/A0.256%
5/13/2025Raymond James Financial Inc.758,659$46.20M0.0%+3.6%1.499%
5/13/2025Cresset Asset Management LLC11,687$712K0.0%-13.8%0.023%
5/13/2025Finley Financial LLC31,250$1.82M1.0%+3.0%0.062%
5/13/2025Kovitz Investment Group Partners LLC4,049$247K0.0%-61.9%0.008%
5/13/2025Russell Investments Group Ltd.1,434$87K0.0%+192.1%0.003%
5/13/2025HighTower Advisors LLC309,917$18.87M0.0%+0.9%0.612%
5/12/2025PCG Asset Management LLC3,505$213K0.2%-18.2%0.007%
5/12/2025Meridian Wealth Management LLC5,471$333K0.0%N/A0.011%
5/12/2025Maia Wealth LLC3,743$216K0.0%-5.7%0.007%
5/12/2025Independent Advisor Alliance4,032$246K0.0%-69.0%0.008%
5/12/2025AlphaCore Capital LLC1,039$63K0.0%N/A0.002%
5/9/2025Headlands Technologies LLC1,517$92K0.0%-16.5%0.003%
5/9/2025MGB Wealth Management LLC500$30K0.0%-66.7%0.001%
5/9/2025Atria Wealth Solutions Inc.3,298$201K0.0%-30.6%0.007%
5/9/2025Strategic Investment Solutions Inc. IL797$49K0.0%+407.6%0.002%
5/9/2025Commonwealth Equity Services LLC506,234$30.83M0.0%+6.7%1.000%
5/9/2025Blair William & Co. IL10,136$617K0.0%-3.9%0.020%
5/9/2025J. Safra Sarasin Holding AG339,610$20.68M0.4%+104.4%0.671%
5/9/2025PNC Financial Services Group Inc.56,787$3.46M0.0%-0.4%0.112%
5/8/2025IFG Advisory LLC18,306$1.12M0.1%-19.9%0.036%
5/8/2025Pettyjohn Wood & White Inc.75,710$4.61M0.9%-2.0%0.150%
5/8/2025Moors & Cabot Inc.10,553$643K0.0%+2.0%0.021%
5/8/2025US Bancorp DE22,943$1.40M0.0%-25.8%0.045%
5/8/2025Harbour Investments Inc.2,847$173K0.0%-13.4%0.006%
5/8/2025NorthRock Partners LLC19,770$1.20M0.0%-4.0%0.039%
5/8/2025Arkadios Wealth Advisors20,834$1.27M0.0%+27.4%0.041%
5/7/2025N.E.W. Advisory Services LLC1,410$86K0.0%N/A0.003%
5/7/2025Indie Asset Partners LLC16,800$1.02M0.9%-11.5%0.033%
5/7/2025Bellwether Advisors LLC13,261$807K0.2%-1.7%0.026%
5/7/2025Nemes Rush Group LLC9,227$562K0.1%-14.6%0.018%
5/7/2025LPL Financial LLC1,663,845$101.31M0.0%+4.9%3.288%
5/7/2025HB Wealth Management LLC5,226$318K0.0%+11.5%0.010%
5/6/2025Cetera Investment Advisers187,098$11.39M0.0%+21.8%0.370%
5/6/2025Avantax Advisory Services Inc.15,615$951K0.0%+8.5%0.031%
5/6/2025Brookwood Investment Group LLC5,635$343K0.1%N/A0.011%
5/6/2025Principle Wealth Partners LLC6,535$398K0.0%-13.3%0.013%
5/6/2025Carnegie Investment Counsel9,951$557K0.0%-6.3%0.020%
5/6/2025Choreo LLC19,462$1.19M0.0%-1.3%0.038%
5/6/2025PFG Advisors5,506$335K0.0%+4.2%0.011%
5/6/2025Ignite Planners LLC5,956$339K0.1%+74.3%0.012%
5/5/2025Wealth Alliance LLC3,725$227K0.0%N/A0.007%
5/5/2025IFP Advisors Inc18,392$1.12M0.0%-6.6%0.036%
5/5/2025Counterweight Ventures LLC22,636$1.38M1.0%+4.4%0.045%
5/5/2025Conservest Capital Advisors Inc.40,371$2.46M0.3%-0.6%0.080%
5/5/2025Kestra Private Wealth Services LLC14,988$913K0.0%+4.5%0.030%
5/5/2025Private Advisor Group LLC98,753$6.01M0.0%-3.7%0.195%
5/5/2025EQ LLC5,427$330K0.2%-5.8%0.011%
5/5/2025Mandatum Life Insurance Co Ltd23,288$1.42M0.4%-22.5%0.046%
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5/2/2025Bailard Inc.5,150$314K0.0%N/A0.010%
5/2/2025Summit X LLC5,543$337K0.1%-13.4%0.011%
5/2/2025Larson Financial Group LLC1,343$82K0.0%+126.5%0.003%
5/2/2025Mine & Arao Wealth Creation & Management LLC.44,084$2.68M1.3%-1.6%0.084%
5/2/2025Apollon Financial LLC3,600$219K0.1%N/A0.007%
5/2/2025Apollon Wealth Management LLC5,564$339K0.0%-18.2%0.011%
5/2/2025Sigma Planning Corp20,223$1.23M0.0%-23.9%0.039%
5/2/2025Signaturefd LLC1,015$62K0.0%-33.0%0.002%
5/1/2025Corrado Advisors LLC21,502$1.31M0.9%-37.0%0.041%
5/1/2025CWM LLC19,434$1.18M0.0%-10.1%0.037%
(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, 542 institutional investors and hedge funds held shares of iShares U.S. Healthcare ETF. The most heavily invested institutionals were LPL Financial LLC ($101.31M), Northwestern Mutual Wealth Management Co. ($89.01M), UBS Group AG ($87.10M), Royal Bank of Canada ($67.77M), PGIM Custom Harvest LLC ($58.24M), Wells Fargo & Company MN ($58.16M), and Raymond James Financial Inc. ($46.20M).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 456 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: Raymond James Financial Inc. ($1.49M), Bank Julius Baer & Co. Ltd Zurich ($774.92K), International Assets Investment Management LLC ($522.26K), Commonwealth Equity Services LLC ($447.29K), Raymond James Financial Services Advisors Inc. ($433.15K), Osaic Holdings Inc. ($398.90K), 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 5,788,513 shares in the last 24 months. This purchase volume represents approximately $348.27M in transactions.

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

Of the 216 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 ($552.67K), Bank of Montreal Can ($331.15K), Northwestern Mutual Wealth Management Co. ($267K), Royal Fund Management LLC ($150.29K), Raymond James Financial Services Advisors Inc. ($144.55K), 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 2,997,423 shares in the last 24 months. This volume of shares sold represents approximately $181.51M in transactions.


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This page (NYSEARCA:IYH) was last updated on 7/6/2025 by MarketBeat.com Staff
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