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

iShares U.S. Healthcare ETF logo
$58.30 +0.75 (+1.30%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Healthcare ETF (NYSEARCA:IYH)

Number of
Institutional Buyers
(last 12 months)
299
Total
Institutional Inflows
(last 12 months)
$400.55M
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$97.22M
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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
12/13/2024 B. Riley Wealth Advisors Inc.10,249$660K0.0%-7.6%0.018%
11/26/2024 Peapack Gladstone Financial Corp136,032$8.84M0.1%-0.8%0.245%
11/25/2024 Wilmington Savings Fund Society FSB4,065$264K0.0%N/A0.007%
11/25/2024 Sanctuary Advisors LLC92,254$5.60M0.0%-5.8%0.166%
11/18/2024 Sunbelt Securities Inc.15,646$1.02M0.1%-4.7%0.028%
11/15/2024 LRI Investments LLC675$41K0.0%-55.7%0.001%
11/15/2024 MML Investors Services LLC85,166$5.54M0.0%+20.0%0.153%
11/15/2024 National Bank of Canada FI57,505$3.74M0.0%+1.2%0.103%
11/15/2024 EP Wealth Advisors LLC10,281$668K0.0%-11.1%0.018%
11/15/2024 Kovitz Investment Group Partners LLC10,481$681K0.0%+17.8%0.019%
11/15/2024 Stifel Financial Corp66,432$4.32M0.0%+3.1%0.119%
11/15/2024 Quantinno Capital Management LP11,482$746K0.0%+1.5%0.021%
11/15/2024 IHT Wealth Management LLC4,149$270K0.0%+5.2%0.007%
11/15/2024 Integrated Wealth Concepts LLC43,821$2.85M0.0%-2.1%0.079%
11/15/2024 HighTower Advisors LLC295,828$19.28M0.0%-2.3%0.532%
11/15/2024 Cladis Investment Advisory LLC3,100$202K0.1%N/A0.006%
11/15/2024 Audent Global Asset Management LLC26,850$1.75M3.0%-33.7%0.048%
11/14/2024 Captrust Financial Advisors26,512$1.72M0.0%-2.0%0.048%
11/14/2024 Rockefeller Capital Management L.P.61,652$4.01M0.0%-6.1%0.111%
11/14/2024 CreativeOne Wealth LLC9,767$635K0.0%+97.6%0.018%
11/13/2024 FMR LLC41,046$2.67M0.0%+12.6%0.074%
11/13/2024 Bank of Montreal Can424,528$27.43M0.0%+331.9%0.764%
11/13/2024 Truvestments Capital LLC500$32K0.0%N/A0.001%
11/13/2024 Brown Brothers Harriman & Co.895$58K0.0%N/A0.002%
11/13/2024 Independent Advisor Alliance3,703$241K0.0%N/A0.007%
11/12/2024 WESPAC Advisors LLC10,296$669K0.5%-39.0%0.019%
11/12/2024 Great Valley Advisor Group Inc.17,714$1.15M0.0%+11.9%0.032%
11/12/2024 CFS Investment Advisory Services LLC3,611$235K0.0%-4.8%0.006%
11/9/2024 LPL Financial LLC1,604,427$104.29M0.0%+4.0%2.886%
11/8/2024 Bellwether Advisors LLC274,733$17.86M3.4%-27.0%0.494%
11/8/2024 Etfidea LLC98,477$6.40M2.0%+1.1%0.177%
11/8/2024 Commerce Bank22,085$1.44M0.0%-2.3%0.040%
11/8/2024 Counterweight Ventures LLC21,291$1.38M1.0%+34.8%0.038%
11/8/2024 PNC Financial Services Group Inc.59,693$3.88M0.0%-5.4%0.107%
11/8/2024 Prospera Financial Services Inc21,617$1.41M0.0%-28.3%0.039%
11/7/2024 Tranquility Partners LLC9,768$635K0.2%-4.2%0.018%
11/7/2024 Mendel Capital Management LLC3,849$250K0.2%-14.5%0.007%
11/7/2024 MAI Capital Management16,828$1.09M0.0%-1.6%0.030%
11/7/2024 EQ LLC7,136$464K0.2%+20.4%0.013%
11/7/2024 Planning Directions Inc.19,000$1.24M0.7%-8.2%0.034%
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11/7/2024 Westfuller Advisors LLC3,156$205K0.1%N/A0.006%
11/7/2024 Thrivent Financial for Lutherans137,719$8.95M0.0%-0.2%0.248%
11/6/2024 OneDigital Investment Advisors LLC195,555$12.71M0.1%+14.0%0.352%
11/6/2024 Oppenheimer & Co. Inc.9,161$595K0.0%+4.3%0.016%
11/5/2024 Aptus Capital Advisors LLC7,650$497K0.0%+86.6%0.014%
11/5/2024 First Heartland Consultants Inc.3,995$260K0.0%-18.0%0.007%
11/5/2024 Prime Capital Investment Advisors LLC11,003$715K0.0%-8.1%0.020%
11/5/2024 Harbour Investments Inc.2,890$188K0.0%-10.0%0.005%
11/4/2024 Tyler Stone Wealth Management10,985$714K0.1%+145.1%0.020%
11/4/2024 Sigma Planning Corp33,664$2.19M0.1%-1.6%0.061%
11/1/2024 Objective Capital Management LLC4,040$263K0.2%N/A0.007%
11/1/2024 Corrado Advisors LLC33,521$2.18M1.4%+1.1%0.060%
11/1/2024 CWA Asset Management Group LLC9,106$592K0.0%N/A0.016%
11/1/2024 Sonata Capital Group Inc.4,000$260K0.1%-11.1%0.007%
11/1/2024 Capital Performance Advisors LLP500$32K0.0%N/A0.001%
10/31/2024 Mine & Arao Wealth Creation & Management LLC.44,937$2.92M1.4%-2.0%0.081%
10/31/2024 Jmac Enterprises LLC3,180$207K0.0%N/A0.006%
10/31/2024 Cozad Asset Management Inc.10,115$657K0.1%-14.9%0.018%
10/31/2024 Financial Services Advisory Inc12,377$805K0.2%N/A0.022%
10/31/2024 Concurrent Investment Advisors LLC5,446$354K0.0%+3.5%0.010%
10/31/2024 Family Asset Management LLC2,645$172K0.1%-7.4%0.005%
10/30/2024 Maia Wealth LLC4,627$292K0.1%+40.5%0.008%
10/30/2024 Armor Investment Advisors LLC8,977$584K0.2%-10.1%0.016%
10/29/2024 Janney Montgomery Scott LLC30,961$2.01M0.0%-8.6%0.056%
10/29/2024 Indie Asset Partners LLC22,265$1.45M1.1%-3.1%0.040%
10/29/2024 Realta Investment Advisors1,000$65K0.0%-20.1%0.002%
10/29/2024 Key Financial Inc1,832$119K0.0%-14.8%0.003%
10/29/2024 Chicago Partners Investment Group LLC4,951$315K0.0%+3.4%0.009%
10/28/2024 Gladstone Institutional Advisory LLC8,540$555K0.0%-26.9%0.015%
10/28/2024 Wade Financial Advisory Inc3,225$210K0.1%N/A0.006%
10/28/2024 Stephens Inc. AR11,315$735K0.0%-8.7%0.020%
10/28/2024 US Bancorp DE28,375$1.85M0.0%+2.2%0.051%
10/25/2024 Pinnacle Associates Ltd.4,120$268K0.0%-80.0%0.007%
10/25/2024 Valmark Advisers Inc.22,823$1.48M0.0%+5.4%0.041%
10/25/2024 American Financial Advisors LLC11,672$759K0.1%-13.7%0.021%
10/24/2024 J.W. Cole Advisors Inc.30,326$1.97M0.1%+11.8%0.055%
10/24/2024 Wealth Enhancement Advisory Services LLC122,176$7.94M0.0%-5.0%0.220%
10/24/2024 Arkadios Wealth Advisors16,430$1.07M0.1%-3.8%0.030%
10/23/2024 Outlook Wealth Advisors LLC3,101$202K0.1%N/A0.006%
10/23/2024 Blackston Financial Advisory Group LLC13,451$874K0.5%N/A0.024%
10/23/2024 Merkkuri Wealth Advisors LLC28,223$1.84M1.5%+11.3%0.051%
10/23/2024 Harbour Trust & Investment Management Co3,750$244K0.0%-21.1%0.007%
10/22/2024 International Assets Investment Management LLC222,753$14.48M0.0%+6,271.7%0.401%
10/22/2024 Lazari Capital Management Inc.4,610$300K0.1%N/A0.008%
10/22/2024 Rainey & Randall Investment Management Inc.52,083$3.39M0.7%+1.7%0.094%
10/22/2024 Private Advisor Group LLC95,441$6.20M0.0%-14.1%0.172%
10/22/2024 Signaturefd LLC753$49K0.0%-53.5%0.001%
10/21/2024 Oakworth Capital Inc.377,041$24.51M1.7%-4.3%0.678%
10/21/2024 Whittier Trust Co. of Nevada Inc.7,625$496K0.0%-3.2%0.014%
10/18/2024Key Client Fiduciary Advisors LLC6,296$409K0.2%-21.2%0.011%
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I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
10/18/2024Raymond James & Associates413,046$26.85M0.0%-3.4%0.743%
10/18/2024Capital Investment Advisors LLC75,966$4.94M0.1%-3.7%0.137%
10/18/2024KMG Fiduciary Partners LLC15,940$1.04M0.1%-5.4%0.029%
10/18/2024Stratos Investment Management LLC5,371$349K0.0%N/A0.010%
10/16/2024 Marshall Financial Group LLC3,449$224K0.1%-9.8%0.006%
10/16/2024 Nottingham Advisors Inc.3,125$203K0.0%N/A0.006%
10/16/2024 Consolidated Capital Management LLC302,281$19.65M8.6%+9.5%0.544%
10/16/2024 Stillwater Capital Advisors LLC94,991$6.17M0.8%-4.7%0.171%
10/15/2024 Oxinas Partners Wealth Management LLC20,582$1.34M0.8%-29.6%0.037%
10/15/2024 NBC Securities Inc.2,710$176K0.0%+30.0%0.005%
(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, 502 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 ($104.29M), UBS Group AG ($87.10M), Northwestern Mutual Wealth Management Co. ($72.91M), Wells Fargo & Company MN ($61.11M), 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 437 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: Bank Julius Baer & Co. Ltd Zurich ($774.68K), International Assets Investment Management LLC ($523.05K), Raymond James Financial Services Advisors Inc. ($433.15K), Osaic Holdings Inc. ($398.90K), Raymond James & Associates ($389.67K), Bank of Montreal Can ($367.91K), and Granite Bay Wealth Management LLC ($367.09K).

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

Institutional investors have bought a total of 8,763,491 shares in the last 24 months. This purchase volume represents approximately $527.51M in transactions.

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

Of the 264 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: Bellwether Advisors LLC ($291.20K), Northwestern Mutual Wealth Management Co. ($267K), Granite Bay Wealth Management LLC ($232.12K), Raymond James Financial Services Advisors Inc. ($200.24K), The Manufacturers Life Insurance Company ($189.26K), Royal Fund Management LLC ($96.49K), and Money Concepts Capital Corp ($70.92K).

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

Institutional investors have sold a total of 2,326,567 shares in the last 24 months. This volume of shares sold represents approximately $138.24M in transactions.


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This page (NYSEARCA:IYH) was last updated on 12/22/2024 by MarketBeat.com Staff
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