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

iShares U.S. Healthcare ETF logo
$71.58 -0.97 (-1.34%)
As of 03:47 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares U.S. Healthcare ETF (NYSEARCA:IYH)

Number of
Institutional Buyers
(last 12 months)
253
Total
Institutional Inflows
(last 12 months)
$652.89M
Number of
Institutional Sellers
(last 12 months)
199
Total
Institutional Outflows
(last 12 months)
$361.84M
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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
10/13/2026Sax Wealth Advisors LLC6,804$487K0.0%+4.7%0.012%
10/10/2026Atlas Brown Inc.3,749$268K0.1%N/A0.007%
10/9/2026Castle Rock Wealth Management LLC34,277$2.42M0.5%N/A0.061%
10/9/2026Gerald Baker Financial Group LLC80,522$5.76M1.6%+1.2%0.144%
10/9/2026Acropolis Investment Management LLC9,060$648K0.0%N/A0.016%
10/9/2026First Heartland Consultants Inc.3,376$242K0.0%N/A0.006%
10/8/2026Farther Finance Advisors LLC8,242$590K0.0%-29.1%0.015%
10/8/2026CoreCap Advisors LLC4,595$329K0.0%-4.3%0.008%
10/8/2026Apella Capital LLC17,096$1.22M0.0%+2.3%0.030%
10/7/2026Rhodes Investment Advisors Inc. ADV3,525$252K0.2%N/A0.006%
10/6/2026Congress Asset Management Co.5,068$363K0.0%N/A0.009%
10/5/2026Ferguson Wellman Capital Management Inc.9,320$667K0.0%N/A0.017%
10/2/2026 First Citizens Financial Corp92,342$6.61M2.8%-0.4%0.168%
9/23/2026Envestnet Asset Management Inc.116,724$7.82M0.0%-11.5%0.216%
9/11/2026Smith Chas P & Associates PA Cpas4,653$312K0.0%N/A0.009%
9/9/2026The Manufacturers Life Insurance Company49,200$3.30M0.0%N/A0.097%
9/9/2026Pinnacle Wealth Management Advisory Group LLC3,292$221K0.0%N/A0.007%
9/9/2026NorthRock Partners LLC16,833$1.13M0.0%-0.8%0.033%
9/9/2026Integrated Wealth Concepts LLC8,404$563K0.0%-39.2%0.017%
9/9/2026NewEdge Advisors LLC26,480$1.77M0.0%+3.3%0.052%
9/9/2026Baird Financial Group Inc.6,965$467K0.0%+23.0%0.014%
9/8/2026Allworth Financial LP5,832$391K0.0%-13.3%0.012%
9/8/2026Waverly Advisors LLC5,061$339K0.0%N/A0.010%
9/2/2026Citadel Advisors LLC35,075$2.35M0.0%-6.1%0.069%
8/27/2026Corient Private Wealth LP27,762$1.86M0.0%+5.5%0.055%
8/23/2026Readystate Asset Management LP8,096$543K0.0%N/A0.016%
8/23/2026Ameritas Advisory Services LLC11,189$750K0.0%+136.9%0.022%
8/23/2026HB Wealth Management LLC5,634$378K0.0%+5.9%0.011%
8/23/2026Semitam Bonam LLC3,013$202K0.1%N/A0.006%
8/22/2026Compass Financial Management LLC10,924$744K0.1%N/A0.022%
8/22/2026NBH Bank1,100$74K0.0%N/A0.002%
8/22/2026TD Waterhouse Canada Inc.23,911$1.61M0.0%-2.2%0.047%
8/22/2026Concurrent Investment Advisors LLC163,818$10.98M0.1%+10.3%0.324%
8/21/2026Continuum Advisory LLC535$36K0.0%N/A0.001%
8/12/2026Compass Financial Management LLC10,924$744K0.1%N/A0.022%
7/10/2026Whitener Capital Management Inc.4,566$306K0.1%+10.4%0.010%
7/10/2026KMG Fiduciary Partners LLC16,345$1.10M0.1%-2.6%0.035%
7/10/2026Community Financial Services Group LLC595$40K0.0%N/A0.001%
7/9/2026Key Client Fiduciary Advisors LLC4,515$303K0.1%-10.6%0.010%
7/9/2026Focus Financial Network Inc.4,866$326K0.0%-8.7%0.010%
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7/9/2026Valeo Financial Advisors LLC3,086$207K0.0%N/A0.007%
7/8/2026Finley Financial LLC8,025$538K0.2%-12.1%0.017%
7/7/2026 First Citizens Financial Corp92,717$6.21M2.6%-0.2%0.184%
7/7/2026CoreCap 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%
5/19/2026Royal 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%
5/14/2026Compound 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%
5/7/2026Continuum 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%
5/6/2026Bartlett & CO. Wealth Management LLC14,539$886K0.0%-1.1%0.031%
5/6/2026Gerald Baker Financial Group LLC60,737$3.54M1.2%N/A0.130%
5/6/2026Independent Financial Group LLC26,045$1.61M0.0%N/A0.056%
5/5/2026D.A. Davidson & CO.10,933$674K0.0%+86.9%0.023%
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%
5/5/2026Conservest Capital Advisors Inc.40,785$2.51M0.2%-3.9%0.087%
5/4/2026Summit Wealth Group LLC4,902$302K0.1%-7.6%0.010%
5/4/2026Milestones Private Investment Advisors LLC4,679$288K0.3%-5.1%0.010%
5/4/2026Retirement Planning Group LLC7,489$462K0.0%-8.6%0.016%
5/4/2026NWF Advisory Services Inc.32,560$2.01M0.2%+9.2%0.070%
5/4/2026Principal Financial Group Inc.92,460$5.70M0.0%-63.1%0.198%
5/4/2026One Wealth Map LLC3,622$221K0.1%N/A0.008%
5/4/2026Procyon Advisors LLC7,250$447K0.0%+16.0%0.016%
5/2/2026Valmark Advisers Inc.22,873$1.41M0.0%-5.2%0.049%
5/2/2026Carnegie Investment Counsel9,570$590K0.0%-3.9%0.020%
5/1/2026Fifth Third Bancorp8,030$495K0.0%N/A0.017%
5/1/2026Sovran Advisors LLC15,176$930K0.1%+3.3%0.032%
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5/1/2026Sequoia Financial Advisors LLC4,669$288K0.0%-8.2%0.010%
4/30/2026Hsbc Holdings PLC12,486$770K0.0%-99.0%0.027%
4/30/2026Kestra Advisory Services LLC421,205$25.96M0.1%+8.7%0.900%
4/30/2026Money Concepts Capital Corp37,120$2.29M0.1%+511.0%0.079%
4/29/2026Armor Investment Advisors LLC7,379$455K0.2%+13.8%0.016%
4/29/2026Clare Market Investments LLC3,250$200K0.0%N/A0.007%
4/28/2026Arbor Investment Advisors LLC4,780$295K0.0%-4.1%0.010%
4/28/2026Westfuller Advisors LLC1,727$106K0.0%-26.4%0.004%
4/28/2026Stephens Inc. AR9,659$595K0.0%+14.7%0.021%
4/28/2026GM Advisory Group LLC3,942$243K0.0%+16.9%0.008%


IYH Institutional Ownership - Frequently Asked Questions

During the previous two years, 527 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 10,119,967 shares in the last 24 months. This purchase volume represents approximately $652.89M in transactions.

Of the 199 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 Commonwealth Equity Services LLC ($104.59K).

Institutional investors have sold a total of 5,892,859 shares in the last 24 months. This volume of shares sold represents approximately $361.84M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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