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

iShares U.S. Healthcare ETF logo
$68.12 +1.31 (+1.96%)
As of 04:10 PM 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)
275
Total
Institutional Inflows
(last 12 months)
$792.56M
Number of
Institutional Sellers
(last 12 months)
230
Total
Institutional Outflows
(last 12 months)
$431.14M
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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
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%
5/19/2026Royal 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%
5/6/2026 Independent Financial Group LLC26,045$1.61M0.0%N/A0.056%
5/5/2026D.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%
5/5/2026Conservest 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%
5/4/2026 Procyon Advisors LLC7,250$447K0.0%+16.0%0.016%
5/2/2026Valmark Advisers Inc.22,873$1.41M0.0%-5.2%0.049%
5/2/2026Carnegie 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%
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%
4/28/2026Forte Asset Management LLC65,952$4.07M1.8%-0.9%0.140%
4/27/2026Counterweight Ventures LLC6,154$379K0.2%-5.4%0.013%
4/27/2026Private Advisor Group LLC121,187$7.47M0.0%-7.3%0.258%
4/25/2026TSG Advice Partners LLC6,498$401K0.1%-3.6%0.014%
4/24/2026Essex LLC35,121$2.17M0.4%+2.7%0.075%
4/23/2026Simmons Bank21,060$1.30M0.1%-4.3%0.045%
4/23/2026Apollon Wealth Management LLC10,725$661K0.0%-21.0%0.023%
4/22/2026Janney Montgomery Scott LLC33,577$2.07M0.0%-4.9%0.071%
4/22/2026Aua Capital Management LLC29,207$1.80M0.9%-1.3%0.062%
4/22/2026My Personal CFO LLC18,000$1.11M0.5%-27.3%0.038%
4/22/2026Merkkuri Wealth Advisors LLC18,310$1.13M0.7%+1.9%0.039%
4/21/2026Laurel Oak Wealth Management LLC12,641$779K0.1%+2.8%0.027%
4/21/2026First United Bank & Trust5,825$359K0.1%-2.9%0.012%
4/20/2026Kestra 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%
4/18/2026CENTRAL 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%
3/5/2026Bayban640$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%
2/24/2026Astoria 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, 538 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 409 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 12,634,200 shares in the last 24 months. This purchase volume represents approximately $792.56M in transactions.

Of the 229 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 7,125,148 shares in the last 24 months. This volume of shares sold represents approximately $431.14M in transactions.


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This page (NYSEARCA:IYH) was last updated on 7/16/2026 by MarketBeat.com Staff.
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