— Know what they know.
Not Investment Advice

IHF Institutional Ownership

iShares U.S. Healthcare Providers ETF
1W: -1.4% 1M: -4.2% 3M: -3.1% YTD: +13.9% 1Y: +12.2% 3Y: +13.7% 5Y: +8.2%
$55.09
+0.72 (+1.32%)
 
Weekly Expected Move ±1.9%
$53 $54 $55 $56 $57
ETF AMEX · AUM $907.5M

Institutional Ownership — IHF

237
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
758M
Total Invested
43
New Positions
34
Increased
79
Reduced
18
Closed
1.50
Put/Call Ratio

Ownership Trends

Top Institutional Holders (249 total)

# Holder Shares Value Change Change % Holding Period Filing
1 JPMORGAN CHASE & CO 2,686,641 148M +2,646,413 +6578.5% 54Q SEC ↗
2 LPL Financial LLC 1,655,612 91M +1,434,557 +649.0% 54Q SEC ↗
3 Sather Financial Group Inc 1,069,109 59M +51,694 +5.1% 4Q SEC ↗
4 Phoenix Financial Ltd. 1,025,353 56M — +0.0% 20Q SEC ↗
5 MORGAN STANLEY 858,920 47M +48,366 +6.0% 60Q SEC ↗
6 ROYAL BANK OF CANADA 484,617 27M -89,808 -15.6% 67Q SEC ↗
7 ELEMENT POINTE ADVISORS, LLC 482,108 27M +37,486 +8.4% 4Q SEC ↗
8 BANK OF AMERICA CORP /DE 426,235 23M +37,112 +9.5% 15Q SEC ↗
9 Tidal Investments LLC NEW 378,026 21M — +0.0% 1Q SEC ↗
10 WELLS FARGO & COMPANY/MN 372,132 21M +17,112 +4.8% 72Q SEC ↗
11 Kingsview Wealth Management, LLC 358,093 20M -1,797 -0.5% 13Q SEC ↗
12 Wharton Business Group, LLC 335,810 18M — +0.0% 19Q SEC ↗
13 ENVESTNET ASSET MANAGEMENT INC 333,171 18M +169,222 +103.2% 52Q SEC ↗
14 Bank of New York Mellon Corp 215,721 12M -35,240 -14.0% 4Q SEC ↗
15 GOLDMAN SACHS GROUP INC 187,440 10M -34,327 -15.5% 15Q SEC ↗
16 Cetera Investment Advisers 178,672 10M -19,440 -9.8% 23Q SEC ↗
17 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 163,510 9M +81,736 +100.0% 2Q SEC ↗
18 UBS Group AG 147,434 8M -6,637 -4.3% 47Q SEC ↗
19 RAYMOND JAMES FINANCIAL INC 142,448 8M +88,203 +162.6% 7Q SEC ↗
20 STIFEL FINANCIAL CORP 123,051 7M +8,166 +7.1% 32Q SEC ↗
21 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 107,660 6M -9,085 -7.8% 32Q SEC ↗
22 MERCER GLOBAL ADVISORS INC /ADV 106,851 6M -5,097 -4.6% 24Q SEC ↗
23 Sage Advisory Services, Ltd.Co. 98,098 5M -6,606 -6.3% 4Q SEC ↗
24 MARTIN & CO INC /TN 87,957 5M -821 -0.9% 34Q SEC ↗
25 Merit Financial Group, LLC 84,790 5M -35 -0.0% 17Q SEC ↗
26 COMMONWEALTH EQUITY SERVICES, LLC 56,626 3M -4,817 -7.8% 35Q SEC ↗
27 BNP PARIBAS FINANCIAL MARKETS 50,022 3M -299,978 -85.7% 4Q SEC ↗
28 PEAPACK GLADSTONE FINANCIAL CORP 49,057 3M -2,095 -4.1% 16Q SEC ↗
29 FDx Advisors, Inc. 48,388 3M +4,665 +10.7% 4Q SEC ↗
30 IFG Advisory, LLC NEW 42,382 2M — +0.0% 1Q SEC ↗
31 Rockefeller Capital Management L.P. 40,019 2M +2,089 +5.5% 7Q SEC ↗
32 Janney Montgomery Scott LLC 39,630 2M +19,493 +96.8% 47Q SEC ↗
33 LEUTHOLD GROUP, LLC 38,245 2M +6,275 +19.6% 26Q SEC ↗
34 HARBOUR INVESTMENTS, INC. 37,739 2M +23,320 +161.7% 17Q SEC ↗
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,537 2M +2,033 +5.9% 41Q SEC ↗
36 Beacon Pointe Advisors, LLC 34,584 2M -1,809 -5.0% 27Q SEC ↗
37 WEXFORD CAPITAL LP NEW 30,973 2M — +0.0% 1Q SEC ↗
38 AMERIPRISE FINANCIAL INC 30,034 2M -71,089 -70.3% 16Q SEC ↗
39 Creative Planning 28,716 2M -3,055 -9.6% 25Q SEC ↗
40 Hills Bank & Trust Co 28,211 2M -160 -0.6% 77Q SEC ↗
41 Kestra Advisory Services, LLC 27,981 2M -3,140 -10.1% 24Q SEC ↗
42 OSAIC HOLDINGS, INC. 27,022 1M -5,047 -15.7% 26Q SEC ↗
43 JONES FINANCIAL COMPANIES LLLP 26,591 1M -895 -3.3% 11Q SEC ↗
44 Integrated Wealth Concepts LLC NEW 25,794 1M — +0.0% 1Q SEC ↗
45 HighTower Advisors, LLC 24,667 1M -4,405 -15.2% 27Q SEC ↗
46 TRUIST FINANCIAL CORP 23,752 1M -277 -1.2% 27Q SEC ↗
47 TRUST CO OF TOLEDO NA /OH 23,714 1M -25 -0.1% 12Q SEC ↗
48 Jefferies Financial Group Inc. 22,448 1M — +0.0% 4Q SEC ↗
49 FMR LLC 20,552 1M -3,126 -13.2% 32Q SEC ↗
50 Quadrature Capital Ltd 20,260 1M -1,588 -7.3% 3Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
JPMORGAN CHASE & CO +2,646,413 +6578.5% 2,686,641
LPL Financial LLC +1,434,557 +649.0% 1,655,612
ENVESTNET ASSET MANAGEMENT INC +169,222 +103.2% 333,171
RAYMOND JAMES FINANCIAL INC +88,203 +162.6% 142,448
BANCO BILBAO VIZCAYA ARGENTARIA, S. +81,736 +100.0% 163,510
Sather Financial Group Inc +51,694 +5.1% 1,069,109
MORGAN STANLEY +48,366 +6.0% 858,920
ELEMENT POINTE ADVISORS, LLC +37,486 +8.4% 482,108
BANK OF AMERICA CORP /DE +37,112 +9.5% 426,235
HARBOUR INVESTMENTS, INC. +23,320 +161.7% 37,739
Janney Montgomery Scott LLC +19,493 +96.8% 39,630
WELLS FARGO & COMPANY/MN +17,112 +4.8% 372,132
Realta Investment Advisors +12,703 +6136.7% 12,910
Arax Advisory Partners +8,340 +585.3% 9,765
STIFEL FINANCIAL CORP +8,166 +7.1% 123,051
LEUTHOLD GROUP, LLC +6,275 +19.6% 38,245
MML INVESTORS SERVICES, LLC +5,187 +64.0% 13,298
FDx Advisors, Inc. +4,665 +10.7% 48,388
Kraft, Davis & Associates, LLC +3,065 +50.9% 9,085
Rockefeller Capital Management L.P. +2,089 +5.5% 40,019
Biggest Decreases (20)
HolderReducedChange %Total Shares
TWO SIGMA INVESTMENTS, LP -362,300 -96.1% 14,522
BNP PARIBAS FINANCIAL MARKETS -299,978 -85.7% 50,022
ROYAL BANK OF CANADA -89,808 -15.6% 484,617
AMERIPRISE FINANCIAL INC -71,089 -70.3% 30,034
Tower Research Capital LLC (TRC) -43,404 -72.4% 16,529
Bank of New York Mellon Corp -35,240 -14.0% 215,721
GOLDMAN SACHS GROUP INC -34,327 -15.5% 187,440
Cetera Investment Advisers -19,440 -9.8% 178,672
NORTHWESTERN MUTUAL WEALTH MANAGEME -9,085 -7.8% 107,660
Cerity Partners LLC -7,065 -36.5% 12,297
UBS Group AG -6,637 -4.3% 147,434
Sage Advisory Services, Ltd.Co. -6,606 -6.3% 98,098
MERCER GLOBAL ADVISORS INC /ADV -5,097 -4.6% 106,851
OSAIC HOLDINGS, INC. -5,047 -15.7% 27,022
COMMONWEALTH EQUITY SERVICES, LLC -4,817 -7.8% 56,626
HighTower Advisors, LLC -4,405 -15.2% 24,667
Corient Private Wealth LP -4,234 -45.0% 5,184
GTS SECURITIES LLC -3,773 -18.3% 16,852
Kestra Advisory Services, LLC -3,140 -10.1% 27,981
FMR LLC -3,126 -13.2% 20,552

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms