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

iShares U.S. Healthcare ETF logo
$72.10 +0.49 (+0.69%)
As of 10:55 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Healthcare ETF (NYSEARCA:IYH)

Number of
Institutional Buyers
(last 12 months)
249
Total
Institutional Inflows
(last 12 months)
$649.91M
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$365.39M
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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
9/11/2026 Smith Chas P & Associates PA Cpas4,653$312K0.0%N/A0.009%
9/9/2026 The Manufacturers Life Insurance Company49,200$3.30M0.0%N/A0.097%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC3,292$221K0.0%N/A0.007%
9/9/2026 NorthRock Partners LLC16,833$1.13M0.0%-0.8%0.033%
9/9/2026 Integrated Wealth Concepts LLC8,404$563K0.0%-39.2%0.017%
9/9/2026 NewEdge Advisors LLC26,480$1.77M0.0%+3.3%0.052%
9/9/2026 Baird Financial Group Inc.6,965$467K0.0%+23.0%0.014%
9/8/2026 Allworth Financial LP5,832$391K0.0%-13.3%0.012%
9/8/2026 Waverly Advisors LLC5,061$339K0.0%N/A0.010%
9/2/2026 Citadel Advisors LLC35,075$2.35M0.0%-6.1%0.069%
8/27/2026 Corient Private Wealth LP27,762$1.86M0.0%+5.5%0.055%
8/23/2026 Readystate Asset Management LP8,096$543K0.0%N/A0.016%
8/23/2026 Ameritas Advisory Services LLC11,189$750K0.0%+136.9%0.022%
8/23/2026 HB Wealth Management LLC5,634$378K0.0%+5.9%0.011%
8/23/2026 Semitam Bonam LLC3,013$202K0.1%N/A0.006%
8/22/2026 Compass Financial Management LLC10,924$744K0.1%N/A0.022%
8/22/2026 NBH Bank1,100$74K0.0%N/A0.002%
8/22/2026 TD Waterhouse Canada Inc.23,911$1.61M0.0%-2.2%0.047%
8/22/2026 Concurrent Investment Advisors LLC163,818$10.98M0.1%+10.3%0.324%
8/21/2026 Continuum Advisory LLC535$36K0.0%N/A0.001%
8/12/2026 Compass Financial Management LLC10,924$744K0.1%N/A0.022%
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%0.184%
7/7/2026 CoreCap Advisors LLC4,801$322K0.0%-83.6%0.010%
6/18/2026 Western Wealth Management LLC3,168$195K0.0%N/A0.007%
6/3/2026 Parallel Advisors LLC4,013$247K0.0%+15.2%0.009%
6/3/2026 NewEdge Advisors LLC25,632$1.58M0.0%+2.8%0.055%
5/19/2026 Western 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%
5/19/2026 NewEdge Advisors LLC15,969$984K0.0%-35.9%0.034%
5/19/2026 Bank of America Corp DE1,529,508$94.28M0.0%-0.7%3.272%
5/19/2026 Centaurus Financial Inc.2,160$133K0.0%-69.6%0.005%
5/19/2026 Arkadios Wealth Advisors31,379$1.93M0.0%+3.2%0.067%
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5/18/2026Sunbelt Securities Inc.15,996$986K0.1%+34.2%0.034%
5/18/2026 Royal Bank of Canada899,816$55.47M0.0%+7.8%1.925%
5/16/2026 Quantinno Capital Management LP22,107$1.36M0.0%+37.2%0.047%
5/15/2026 Cardiff Park Advisors LLC4,793$295K0.0%+47.6%0.010%
5/15/2026 Vivaldi Capital Management LP12,733$785K0.1%-7.5%0.027%
5/14/2026 Compound Planning Inc.3,245$200K0.0%N/A0.007%
5/14/2026 Sei Investments Co.4,511$278K0.0%N/A0.010%
5/14/2026 Lido Advisors LLC30,820$1.90M0.0%-4.6%0.066%
5/13/2026 Cetera Investment Advisers206,074$12.70M0.0%+6.2%0.441%
5/13/2026 Wealthspire Retirement LLC9,000$555K0.0%-11.7%0.019%
5/12/2026 CacheTech Inc.20,153$1.24M0.2%+17.4%0.043%
5/8/2026 PNC Financial Services Group Inc.49,036$3.02M0.0%-5.8%0.105%
5/8/2026 Glenview Trust Co15,172$935K0.0%-8.7%0.032%
5/7/2026 Continuum Wealth Advisors LLC4,782$295K0.1%-24.5%0.010%
5/7/2026 Parallel Advisors LLC4,013$247K0.0%+15.2%0.009%
5/6/2026 Pavion Blue Capital LLC3,350$206K0.1%-5.6%0.007%
5/6/2026 Audent 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%
5/5/2026 Geneos Wealth Management Inc.9,755$601K0.0%-5.4%0.021%
5/5/2026 Sanctuary Advisors LLC53,754$3.31M0.0%+12.2%0.115%
5/5/2026 Sigma 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%
5/4/2026 Retirement 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%
5/2/2026 Valmark Advisers Inc.22,873$1.41M0.0%-5.2%0.049%
5/2/2026 Carnegie Investment Counsel9,570$590K0.0%-3.9%0.020%
5/1/2026 Fifth 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%
4/30/2026 Hsbc 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%
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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%
4/22/2026 Janney 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%


IYH Institutional Ownership - Frequently Asked Questions

During the previous two years, 526 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 397 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 ($339.81K), and J. Safra Sarasin Holding AG ($339.61K).

Institutional investors have bought a total of 10,085,699 shares in the last 24 months. This purchase volume represents approximately $649.91M in transactions.

Of the 204 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), Hsbc Holdings PLC ($1.23M), Northwestern Mutual Wealth Management Co. ($1.07M), Bank of America Corp DE ($180.43K), Consolidated Capital Management LLC ($178.29K), Principal Financial Group Inc. ($158.30K), and CacheTech Inc. ($112.13K).

Institutional investors have sold a total of 5,959,247 shares in the last 24 months. This volume of shares sold represents approximately $365.39M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IYH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/11/2026. New 13F filings are added each quarter as they're published.
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