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

iShares U.S. Healthcare ETF logo
$60.31 +1.00 (+1.69%)
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)
297
Total
Institutional Inflows
(last 12 months)
$402.26M
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$99.58M
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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
1/21/2025Merkkuri Wealth Advisors LLC27,822$1.62M1.3%-1.4%0.050%
1/21/2025Vishria Bird Financial Group LLC39,857$2.32M0.8%-1.3%0.072%
1/21/2025CX Institutional14,601$851K0.0%N/A0.026%
1/21/2025Patriot Investment Management Group Inc.10,009$583K0.0%-56.6%0.018%
1/21/2025Cornerstone Wealth Management LLC6,370$371K0.0%-4.9%0.011%
1/17/2025 Arkansas Financial Group Inc.98,173$5.72M0.9%+12.6%0.177%
1/17/2025 Janney Montgomery Scott LLC34,466$2.01M0.0%+11.3%0.062%
1/17/2025 Daymark Wealth Partners LLC8,791$512K0.0%-7.6%0.016%
1/17/2025 Finley Financial LLC30,350$1.81M0.9%N/A0.055%
1/17/2025 Oxinas Partners Wealth Management LLC19,538$1.14M0.7%-5.1%0.035%
1/16/2025 Royal Fund Management LLC25,893$1.51M0.1%-67.5%0.047%
1/16/2025 Koshinski Asset Management Inc.4,016$234K0.0%-24.9%0.007%
1/16/2025 Sowa Financial Group Inc.79,742$4.65M2.9%-18.7%0.143%
1/16/2025 Consolidated Capital Management LLC301,363$17.56M7.7%-0.3%0.542%
1/16/2025 Kennicott Capital Management LLC15,740$917K0.5%-4.5%0.028%
1/16/2025 Stillwater Capital Advisors LLC98,785$5.76M0.7%+4.0%0.178%
1/15/2025 Ameritas Advisory Services LLC14,384$838K0.0%+9.7%0.026%
1/15/2025 Empirical Asset Management LLC37,936$2.21M0.1%-4.0%0.068%
1/14/2025 Laurel Wealth Advisors LLC30,073$1.75M0.3%+4.5%0.054%
1/14/2025 Park Avenue Securities LLC45,688$2.66M0.0%-5.9%0.082%
1/14/2025 Sharper & Granite LLC5,780$337K0.1%+8.4%0.010%
1/14/2025 MRA Advisory Group6,906$402K0.2%-18.1%0.012%
1/14/2025 Shira Ridge Wealth Management12,187$710K0.3%+1.8%0.022%
1/13/2025 AdvisorNet Financial Inc2,967$173K0.0%-14.5%0.005%
1/13/2025 Capital Investment Advisors LLC74,640$4.35M0.1%-1.7%0.134%
1/13/2025 Brookstone Capital Management5,439$317K0.0%+19.1%0.010%
1/10/2025 Wealth Enhancement Advisory Services LLC124,850$7.28M0.0%+2.2%0.225%
1/8/2025 Weaver Consulting Group8,110$473K0.1%+43.3%0.015%
1/3/2025 First Citizens Financial Corp109,932$6.41M3.5%-0.5%0.198%
12/26/2024JPMorgan Chase & Co.203,978$13.26M0.0%+0.9%0.367%
12/13/2024B. Riley Wealth Advisors Inc.10,249$660K0.0%-7.6%0.018%
11/26/2024Peapack Gladstone Financial Corp136,032$8.84M0.1%-0.8%0.245%
11/25/2024Wilmington Savings Fund Society FSB4,065$264K0.0%N/A0.007%
11/25/2024Sanctuary Advisors LLC92,254$5.60M0.0%-5.8%0.166%
11/18/2024Sunbelt Securities Inc.15,646$1.02M0.1%-4.7%0.028%
11/15/2024LRI Investments LLC675$41K0.0%-55.7%0.001%
11/15/2024MML Investors Services LLC85,166$5.54M0.0%+20.0%0.153%
11/15/2024National Bank of Canada FI57,505$3.74M0.0%+1.2%0.103%
11/15/2024EP Wealth Advisors LLC10,281$668K0.0%-11.1%0.018%
11/15/2024Kovitz Investment Group Partners LLC10,481$681K0.0%+17.8%0.019%
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11/15/2024Stifel Financial Corp66,432$4.32M0.0%+3.1%0.119%
11/15/2024Quantinno Capital Management LP11,482$746K0.0%+1.5%0.021%
11/15/2024IHT Wealth Management LLC4,149$270K0.0%+5.2%0.007%
11/15/2024Integrated Wealth Concepts LLC43,821$2.85M0.0%-2.1%0.079%
11/15/2024HighTower Advisors LLC295,828$19.28M0.0%-2.3%0.532%
11/15/2024Cladis Investment Advisory LLC3,100$202K0.1%N/A0.006%
11/15/2024Audent Global Asset Management LLC26,850$1.75M3.0%-33.7%0.048%
11/14/2024Captrust Financial Advisors26,512$1.72M0.0%-2.0%0.048%
11/14/2024Rockefeller Capital Management L.P.61,652$4.01M0.0%-6.1%0.111%
11/14/2024CreativeOne Wealth LLC9,767$635K0.0%+97.6%0.018%
11/13/2024FMR LLC41,046$2.67M0.0%+12.6%0.074%
11/13/2024Bank of Montreal Can424,528$27.43M0.0%+331.9%0.764%
11/13/2024Truvestments Capital LLC500$32K0.0%N/A0.001%
11/13/2024Brown Brothers Harriman & Co.895$58K0.0%N/A0.002%
11/13/2024Independent Advisor Alliance3,703$241K0.0%N/A0.007%
11/12/2024WESPAC Advisors LLC10,296$669K0.5%-39.0%0.019%
11/12/2024Great Valley Advisor Group Inc.17,714$1.15M0.0%+11.9%0.032%
11/12/2024CFS Investment Advisory Services LLC3,611$235K0.0%-4.8%0.006%
11/9/2024LPL Financial LLC1,604,427$104.29M0.0%+4.0%2.886%
11/8/2024Bellwether Advisors LLC274,733$17.86M3.4%-27.0%0.494%
11/8/2024Etfidea LLC98,477$6.40M2.0%+1.1%0.177%
11/8/2024Commerce Bank22,085$1.44M0.0%-2.3%0.040%
11/8/2024Counterweight Ventures LLC21,291$1.38M1.0%+34.8%0.038%
11/8/2024PNC Financial Services Group Inc.59,693$3.88M0.0%-5.4%0.107%
11/8/2024Prospera Financial Services Inc21,617$1.41M0.0%-28.3%0.039%
11/7/2024Tranquility Partners LLC9,768$635K0.2%-4.2%0.018%
11/7/2024Mendel Capital Management LLC3,849$250K0.2%-14.5%0.007%
11/7/2024MAI Capital Management16,828$1.09M0.0%-1.6%0.030%
11/7/2024EQ LLC7,136$464K0.2%+20.4%0.013%
11/7/2024Planning Directions Inc.19,000$1.24M0.7%-8.2%0.034%
11/7/2024Westfuller Advisors LLC3,156$205K0.1%N/A0.006%
11/7/2024Thrivent Financial for Lutherans137,719$8.95M0.0%-0.2%0.248%
11/6/2024OneDigital Investment Advisors LLC195,555$12.71M0.1%+14.0%0.352%
11/6/2024Oppenheimer & Co. Inc.9,161$595K0.0%+4.3%0.016%
11/5/2024Aptus Capital Advisors LLC7,650$497K0.0%+86.6%0.014%
11/5/2024First Heartland Consultants Inc.3,995$260K0.0%-18.0%0.007%
11/5/2024Prime Capital Investment Advisors LLC11,003$715K0.0%-8.1%0.020%
11/5/2024Harbour Investments Inc.2,890$188K0.0%-10.0%0.005%
11/4/2024Tyler Stone Wealth Management10,985$714K0.1%+145.1%0.020%
11/4/2024Sigma Planning Corp33,664$2.19M0.1%-1.6%0.061%
11/1/2024Objective Capital Management LLC4,040$263K0.2%N/A0.007%
11/1/2024Corrado Advisors LLC33,521$2.18M1.4%+1.1%0.060%
11/1/2024 CWA Asset Management Group LLC9,106$592K0.0%N/A0.016%
11/1/2024Sonata Capital Group Inc.4,000$260K0.1%-11.1%0.007%
11/1/2024Capital Performance Advisors LLP500$32K0.0%N/A0.001%
10/31/2024Mine & Arao Wealth Creation & Management LLC.44,937$2.92M1.4%-2.0%0.081%
10/31/2024Jmac Enterprises LLC3,180$207K0.0%N/A0.006%
10/31/2024Cozad Asset Management Inc.10,115$657K0.1%-14.9%0.018%
10/31/2024Financial Services Advisory Inc12,377$805K0.2%N/A0.022%
10/31/2024Concurrent Investment Advisors LLC5,446$354K0.0%+3.5%0.010%
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10/31/2024Family Asset Management LLC2,645$172K0.1%-7.4%0.005%
10/30/2024Maia Wealth LLC4,627$292K0.1%+40.5%0.008%
10/30/2024Armor 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%
10/29/2024Indie Asset Partners LLC22,265$1.45M1.1%-3.1%0.040%
10/29/2024Realta Investment Advisors1,000$65K0.0%-20.1%0.002%
10/29/2024Key Financial Inc1,832$119K0.0%-14.8%0.003%
10/29/2024Chicago Partners Investment Group LLC4,951$315K0.0%+3.4%0.009%
10/28/2024Gladstone Institutional Advisory LLC8,540$555K0.0%-26.9%0.015%
10/28/2024Wade Financial Advisory Inc3,225$210K0.1%N/A0.006%
(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, 498 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 430 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 8,794,460 shares in the last 24 months. This purchase volume represents approximately $529.39M in transactions.

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

Of the 266 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 ($150.29K), 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 2,389,190 shares in the last 24 months. This volume of shares sold represents approximately $141.94M in transactions.


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This page (NYSEARCA:IYH) was last updated on 1/21/2025 by MarketBeat.com Staff
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