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

$61.29
-0.09 (-0.15%)
(As of 05/16/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
307
Total
Institutional Inflows
(last 12 months)
$383.40M
Number of
Institutional Sellers
(last 12 months)
174
Total
Institutional Outflows
(last 12 months)
$41.93M
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IYH Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Transcendent Capital Group LLC1,000$62K0.0%+400.0%0.002%
5/15/2024 Perritt Capital Management Inc.1,005$62K0.0%+402.5%0.002%
5/15/2024 Kestra Advisory Services LLC338,672$20.96M0.1%+441.8%0.609%
5/15/2024 LRI Investments LLC1,525$92K0.0%N/A0.003%
5/15/2024 Truvestments Capital LLC500$31K0.0%+400.0%0.001%
5/14/2024 Axxcess Wealth Management LLC10,700$662K0.0%N/A0.019%
5/14/2024 EP Wealth Advisors LLC26,631$1.65M0.0%-7.3%0.048%
5/14/2024 CreativeOne Wealth LLC9,927$614K0.0%+1,088.9%0.018%
5/13/2024 O Shaughnessy Asset Management LLC3,375$209K0.0%+400.0%0.006%
5/11/2024 Lcnb Corp7,625$472K0.2%+400.0%0.014%
5/11/2024 Patten & Patten Inc. TN3,825$237K0.0%+355.4%0.007%
5/10/2024 Osaic Holdings Inc.496,591$30.74M0.1%+393.0%0.895%
5/10/2024 TIAA Trust National Association5,380$333K0.0%+338.8%0.010%
5/10/2024 Garrison Point Advisors LLC5,140$318K0.2%+394.2%0.009%
5/10/2024 GM Advisory Group LLC3,368$208K0.0%N/A0.006%
5/9/2024 Corrado Advisors LLC32,175$1.99M1.3%N/A0.058%
5/9/2024 Trillium Asset Management LLC3,940$244K0.0%+400.0%0.007%
5/9/2024 Blair William & Co. IL10,761$666K0.0%+400.0%0.019%
5/9/2024 Picton Mahoney Asset Management15,300$947K0.0%+920.0%0.028%
5/9/2024 Planning Directions Inc.22,660$1.40M1.0%+200.7%0.041%
5/9/2024 SageView Advisory Group LLC5,907$366K0.0%+446.4%0.011%
5/9/2024 Angeles Wealth Management LLC1,330$82K0.0%+400.0%0.002%
5/9/2024 Pettyjohn Wood & White Inc.81,995$5.08M1.0%+390.1%0.148%
5/9/2024 Koshinski Asset Management Inc.5,266$326K0.0%N/A0.009%
5/8/2024 Cozad Asset Management Inc.11,890$736K0.1%+399.6%0.021%
5/8/2024 Heritage Wealth Advisors10,300$638K0.0%+322.1%0.019%
5/8/2024 Avantax Advisory Services Inc.35,712$2.21M0.0%+403.9%0.064%
5/8/2024 US Bancorp DE26,672$1.65M0.0%+638.0%0.048%
5/8/2024 SP Asset Management LLC102,313$6.33M0.6%+400.4%0.184%
5/8/2024 Russell Investments Group Ltd.1,129$70K0.0%+372.4%0.002%
5/8/2024 Tranquility Partners LLC10,200$631K0.2%+383.6%0.018%
5/8/2024 New Republic Capital LLC785$49K0.0%+381.6%0.001%
5/7/2024 Verus Capital Partners LLC3,930$243K0.0%N/A0.007%
5/7/2024 NorthRock Partners LLC9,900$613K0.1%+400.0%0.018%
5/7/2024 Concurrent Investment Advisors LLC6,659$412K0.0%+425.2%0.012%
5/7/2024 Montag A & Associates Inc.10,000$619K0.0%+400.0%0.018%
5/7/2024 KCM Investment Advisors LLC3,835$237K0.0%+400.0%0.007%
5/7/2024 EQ LLC6,280$389K0.2%+363.5%0.011%
5/7/2024 Oppenheimer & Co. Inc.7,908$490K0.0%+373.2%0.014%
5/7/2024 PFG Advisors5,923$367K0.0%+443.9%0.011%
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5/7/2024 Wealthspire Advisors LLC10,438$646K0.0%+440.3%0.019%
5/7/2024 Roof Eidam Maycock Peralta LLC5,000$310K0.1%+400.0%0.009%
5/6/2024 OLD Second National Bank of Aurora545$34K0.0%+400.0%0.001%
5/6/2024 MGB Wealth Management LLC1,500$93K0.0%+400.0%0.003%
5/6/2024 Advisory Services Network LLC56,158$3.48M0.1%+299.0%0.101%
5/6/2024 Manchester Capital Management LLC7,005$434K0.1%+400.0%0.013%
5/4/2024 Geneos Wealth Management Inc.8,676$537K0.0%+381.5%0.016%
5/4/2024 Essex LLC33,730$2.09M0.5%+394.1%0.061%
5/4/2024 Csenge Advisory Group31,458$1.95M0.1%+429.6%0.057%
5/3/2024 MRA Advisory Group8,410$521K0.3%+366.2%0.015%
5/3/2024 Etfidea LLC96,430$5.97M2.0%+402.1%0.174%
5/3/2024 GSA Capital Partners LLP31,520$1.95M0.2%+375.3%0.057%
5/3/2024 Smith Salley Wealth Management3,510$217K0.0%+400.0%0.006%
5/3/2024 Meridian Management Co.5,000$310K0.1%+400.0%0.009%
5/3/2024 Whittier Trust Co. of Nevada Inc.7,875$487K0.0%+400.0%0.014%
5/2/2024 Salomon & Ludwin LLC1,000$62K0.0%+400.0%0.002%
5/2/2024 Financial Counselors Inc.5,400$334K0.0%+400.0%0.010%
5/2/2024 Hudock Inc.16,172$1.00M0.2%+390.7%0.029%
5/2/2024 Conservest Capital Advisors Inc.41,474$2.57M0.3%+402.6%0.075%
5/2/2024 Haverford Trust Co14,270$883K0.0%+400.0%0.026%
5/2/2024 Lwmg LLC5,973$370K0.1%+729.6%0.011%
5/2/2024 Lincoln National Corp40,250$2.49M0.0%+562.3%0.073%
5/2/2024 Choreo LLC15,366$951K0.0%+400.0%0.028%
5/2/2024 Family Firm Inc.4,712$292K0.1%+401.3%0.008%
5/2/2024 REDW Wealth LLC3,655$226K0.1%+400.0%0.007%
5/1/2024 Janney Montgomery Scott LLC35,639$2.21M0.0%+308.8%0.064%
5/1/2024 BNP Paribas Financial Markets1,804$112K0.0%+463.8%0.003%
5/1/2024 Concourse Financial Group Securities Inc.7,735$479K0.0%+400.0%0.014%
5/1/2024 Worth Financial Advisory Group LLC15,722$973K0.7%+393.9%0.028%
4/30/2024 Private Advisor Group LLC85,867$5.32M0.0%+399.5%0.155%
4/30/2024 J.W. Cole Advisors Inc.26,123$1.60M0.1%+440.1%0.047%
4/30/2024 North Star Investment Management Corp.7,000$433K0.0%+400.0%0.013%
4/30/2024 HB Wealth Management LLC6,900$427K0.0%+450.7%0.012%
4/30/2024 SpiderRock Advisors LLC11,325$690K0.0%N/A0.020%
4/30/2024 AFT Forsyth & Company Inc.15,886$983K0.6%+385.8%0.029%
4/30/2024 Arkadios Wealth Advisors10,800$669K0.1%+400.2%0.019%
4/30/2024 Perigon Wealth Management LLC40,833$2.53M0.1%+397.8%0.074%
4/30/2024 Hazlett Burt & Watson Inc.585$36K0.0%+400.0%0.001%
4/29/2024Commonwealth Equity Services LLC394,398$24.41M0.0%+391.2%0.711%
4/29/2024 FAS Wealth Partners Inc.455$28K0.0%+550.0%0.001%
4/29/2024 Benjamin F. Edwards & Company Inc.2,395$148K0.0%+400.0%0.004%
4/29/2024 RWA Wealth Partners LLC10,539$652K0.0%+400.2%0.019%
4/27/2024 Kellett Wealth Advisors LLC10,069$623K0.4%+416.9%0.018%
4/27/2024 Glass Jacobson Investment Advisors llc16,803$1.04M0.4%+410.6%0.030%
4/26/2024 Pinnacle Associates Ltd.20,600$1.28M0.0%+400.0%0.037%
4/26/2024 Pavion Blue Capital LLC3,875$240K0.1%+400.0%0.007%
4/26/2024 Advisors Management Group Inc. ADV6,705$415K0.1%+388.3%0.012%
4/26/2024 Narwhal Capital Management3,750$232K0.0%+400.0%0.007%
4/26/2024 LifeSteps Financial Inc.500$31K0.0%N/A0.001%
4/26/2024 Bellevue Asset Management LLC500$31K0.0%+400.0%0.001%
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4/26/2024 YHB Investment Advisors Inc.1,480$92K0.0%N/A0.003%
4/26/2024 Bond & Devick Financial Network Inc.16,255$1.01M0.5%+407.0%0.029%
4/26/2024 Mesirow Financial Investment Management Inc.5,728$355K0.0%N/A0.010%
4/26/2024 Tritonpoint Wealth LLC15,185$896K0.1%+332.7%0.027%
4/25/2024 Capital Investment Advisory Services LLC5,688$352K0.0%+360.6%0.010%
4/25/2024 MTM Investment Management LLC1,625$101K0.0%+400.0%0.003%
4/25/2024 Armor Investment Advisors LLC9,990$618K0.3%+335.9%0.018%
4/25/2024 Summit Financial LLC7,566$468K0.0%N/A0.014%
4/25/2024 Cambridge Investment Research Advisors Inc.153,480$9.50M0.0%+440.6%0.267%
4/24/2024 PSI Advisors LLC787$49K0.0%+398.1%0.001%
(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, 488 institutional investors and hedge funds held shares of iShares U.S. Healthcare ETF. The most heavily invested institutionals were Bank Julius Baer & Co. Ltd Zurich ($217.33M), Bank of America Corp DE ($115.18M), LPL Financial LLC ($106.18M), UBS Group AG ($87.10M), Wells Fargo & Company MN ($61.11M), Envestnet Asset Management Inc. ($59.91M), and Goldman Sachs Group Inc. ($53.19M).Learn more on IYH's institutional investors.

Which institutional investors have been buying iShares U.S. Healthcare ETF stock?

Of the 440 institutional investors that purchased iShares U.S. Healthcare ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: The Manufacturers Life Insurance Company ($1.79M), Bank Julius Baer & Co. Ltd Zurich ($774.68K), Raymond James Financial Services Advisors Inc. ($433.15K), Osaic Holdings Inc. ($398.90K), Raymond James & Associates ($396.29K), Granite Bay Wealth Management LLC ($367.09K), and Commonwealth Equity Services LLC ($339.38K).

How much institutional buying is happening at iShares U.S. Healthcare ETF?

Institutional investors have bought a total of 9,622,779 shares in the last 24 months. This purchase volume represents approximately $561.84M in transactions.

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

Of the 253 institutional investors that sold iShares U.S. Healthcare ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($386.12K), Granite Bay Wealth Management LLC ($232.12K), The Manufacturers Life Insurance Company ($189.26K), Money Concepts Capital Corp ($71.46K), UBS Group AG ($60.77K), Raymond James Financial Services Advisors Inc. ($59.08K), and Bank of America Corp DE ($56.31K).

How much institutional selling is happening at iShares U.S. Healthcare ETF?

Institutional investors have sold a total of 1,640,550 shares in the last 24 months. This volume of shares sold represents approximately $91.16M in transactions.


This page (NYSEARCA:IYH) was last updated on 5/17/2024 by MarketBeat.com Staff

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