IYH Institutional Ownership
iShares U.S. Healthcare ETF
1W: -2.8%
1M: -3.3%
3M: +2.7%
YTD: +7.7%
1Y: +16.8%
3Y: +33.7%
5Y: +29.4%
$70.40
+0.00 (+0.00%)
Weekly Expected Move ±2.0%
$68
$69
$70
$72
$73
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IYH
571
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
61
New Positions
138
Increased
193
Reduced
36
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (619 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 2,577,753 | 181M | +52,369 | +2.1% | 47Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,203,857 | 155M | -25,000 | -1.1% | 60Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 1,527,301 | 108M | -2,207 | -0.1% | 15Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,482,478 | 104M | +70,432 | +5.0% | 54Q | SEC ↗ |
| 5 | PGIM Custom Harvest LLC | 1,054,594 | 74M | -13,859 | -1.3% | 15Q | SEC ↗ |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,029,546 | 72M | +26,293 | +2.6% | 48Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 915,094 | 64M | -131,648 | -12.6% | 99Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 849,727 | 60M | -50,089 | -5.6% | 87Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 756,281 | 53M | +84,577 | +12.6% | 7Q | SEC ↗ |
| 10 | OAKWORTH CAPITAL, INC. | 609,679 | 43M | +192,446 | +46.1% | 51Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 590,123 | 42M | -104,332 | -15.0% | 15Q | SEC ↗ |
| 12 | Kestra Advisory Services, LLC | 420,482 | 30M | -723 | -0.2% | 24Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 373,872 | 26M | -2,309 | -0.6% | 26Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 322,764 | 23M | -27,269 | -7.8% | 35Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 278,971 | 20M | +6,453 | +2.4% | 16Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 268,677 | 19M | -19,318 | -6.7% | 41Q | SEC ↗ |
| 17 | JONES FINANCIAL COMPANIES LLLP | 192,084 | 14M | +15,117 | +8.5% | 11Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 183,420 | 13M | -22,654 | -11.0% | 38Q | SEC ↗ |
| 19 | PARK AVENUE SECURITIES LLC | 173,804 | 12M | -11,307 | -6.1% | 20Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 165,234 | 12M | +29,104 | +21.4% | 90Q | SEC ↗ |
| 21 | Concurrent Investment Advisors, LLC | 163,818 | 12M | +15,232 | +10.3% | 11Q | SEC ↗ |
| 22 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | 157,311 | 11M | +2,677 | +1.7% | 38Q | SEC ↗ |
| 23 | ARKANSAS FINANCIAL GROUP, INC. | 156,064 | 11M | +26,486 | +20.4% | 16Q | SEC ↗ |
| 24 | Steward Partners Investment Advisory, | 126,850 | 9M | +15,517 | +13.9% | 38Q | SEC ↗ |
| 25 | PEAPACK GLADSTONE FINANCIAL CORP | 119,875 | 8M | +1,447 | +1.2% | 16Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 116,724 | 8M | -15,146 | -11.5% | 73Q | SEC ↗ |
| 27 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 115,423 | 8M | -1,597 | -1.4% | 52Q | SEC ↗ |
| 28 | SP Asset Management LLC | 102,390 | 7M | -11 | -0.0% | 15Q | SEC ↗ |
| 29 | Ninety One SA (Pty) Ltd NEW | 102,200 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 30 | CAPTRUST FINANCIAL ADVISORS | 95,379 | 7M | +71,521 | +299.8% | 37Q | SEC ↗ |
| 31 | First Citizens Financial Corp | 92,717 | 7M | -163 | -0.2% | 13Q | SEC ↗ |
| 32 | Zurich Insurance Group Ltd/FI | 90,190 | 6M | +60,560 | +204.4% | 4Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 84,602 | 6M | -1,925 | -2.2% | 76Q | SEC ↗ |
| 34 | BANK OF MONTREAL /CAN | 81,135 | 6M | -5,675 | -6.5% | 53Q | SEC ↗ |
| 35 | Equitable Holdings, Inc. | 79,645 | 6M | +3,967 | +5.2% | 27Q | SEC ↗ |
| 36 | Gerald Baker Financial Group LLC | 79,533 | 6M | +2,605 | +3.4% | 2Q | SEC ↗ |
| 37 | FORTE ASSET MANAGEMENT LLC | 77,580 | 5M | +11,628 | +17.6% | 5Q | SEC ↗ |
| 38 | STIFEL FINANCIAL CORP | 77,115 | 5M | +6,007 | +8.4% | 49Q | SEC ↗ |
| 39 | Stillwater Capital Advisors, LLC | 73,540 | 5M | -580 | -0.8% | 67Q | SEC ↗ |
| 40 | PETTYJOHN, WOOD & WHITE, INC | 71,435 | 5M | -640 | -0.9% | 76Q | SEC ↗ |
| 41 | HC Advisors, LLC | 69,580 | 5M | -2,749 | -3.8% | 25Q | SEC ↗ |
| 42 | Capital Investment Advisors, LLC | 68,063 | 5M | -1,179 | -1.7% | 51Q | SEC ↗ |
| 43 | Private Advisor Group, LLC | 64,414 | 5M | -56,773 | -46.8% | 51Q | SEC ↗ |
| 44 | Lighthouse Financial LLC | 63,024 | 4M | -199 | -0.3% | 7Q | SEC ↗ |
| 45 | TRUIST FINANCIAL CORP | 56,535 | 4M | -16,261 | -22.3% | 27Q | SEC ↗ |
| 46 | MML INVESTORS SERVICES, LLC | 55,543 | 4M | +7,610 | +15.9% | 37Q | SEC ↗ |
| 47 | Sowa Financial Group, Inc. | 55,039 | 4M | -2,383 | -4.1% | 27Q | SEC ↗ |
| 48 | National Philanthropic Trust | 54,427 | 4M | +1,262 | +2.4% | 11Q | SEC ↗ |
| 49 | Sanctuary Advisors, LLC | 53,838 | 4M | +84 | +0.2% | 9Q | SEC ↗ |
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 53,412 | 4M | +36,913 | +223.7% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Ninety One SA (Pty) Ltd | 102,200 | 7M |
| MANUFACTURERS LIFE INSURANCE COMPAN | 49,200 | 3M |
| J.W. COLE ADVISORS, INC. | 42,844 | 3M |
| MARSHALL WACE, LLP | 42,584 | 3M |
| Simplicity Wealth,LLC | 39,866 | 3M |
| Y-Intercept (Hong Kong) Ltd | 21,401 | 2M |
| TUDOR INVESTMENT CORP ET AL | 19,196 | 1M |
| IFG Advisory, LLC | 16,976 | 1M |
| Worth Financial Advisory Group, LLC | 15,002 | 1M |
| RENAISSANCE TECHNOLOGIES LLC | 14,900 | 1M |
| TritonPoint Partners, LLC | 13,794 | 971K |
| AXXCESS WEALTH MANAGEMENT, LLC | 11,453 | 806K |
| COMPASS FINANCIAL MANAGEMENT LLC | 10,924 | 769K |
| Thomasville National Bank | 9,275 | 653K |
| READYSTATE ASSET MANAGEMENT LP | 8,096 | 570K |
| McIlrath & Eck, LLC | 7,957 | 560K |
| NAVELLIER & ASSOCIATES INC | 7,930 | 558K |
| SIERRA SUMMIT ADVISORS LLC | 5,639 | 397K |
| Savvy Advisors, Inc. | 5,322 | 375K |
| Waverly Advisors, LLC | 5,061 | 356K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIL Ltd | 3,894,874 | 274M |
| PINKERTON WEALTH, LLC | 861,189 | 61M |
| SHERMAN PORFOLIOS, LLC | 271,156 | 19M |
| Camarda Financial Advisors, LLC | 223,592 | 16M |
| Three Seasons Wealth, LLC | 144,312 | 10M |
| TWO SIGMA INVESTMENTS, LP | 115,987 | 8M |
| Summit Financial Consulting LLC | 109,847 | 8M |
| PRINCIPAL FINANCIAL GROUP INC | 92,460 | 7M |
| Lifestyle Asset Management, Inc. | 50,593 | 4M |
| Balboa Wealth Partners | 44,382 | 3M |
| USA FINANCIAL FORMULAS | 39,109 | 3M |
| 1832 Asset Management L.P. | 31,791 | 2M |
| Tower Research Capital LLC (TRC) | 27,888 | 2M |
| WIN ADVISORS, INC | 25,295 | 2M |
| RPS ADVISORY SOLUTIONS LLC | 16,538 | 1M |
| FOUNDATIONS INVESTMENT ADVISORS, LL | 13,074 | 920K |
| Orion Porfolio Solutions, LLC | 12,921 | 910K |
| Buck Wealth Strategies, LLC | 12,547 | 883K |
| Astoria Portfolio Advisors LLC. | 10,993 | 774K |
| GREAT LAKES ADVISORS, LLC | 10,747 | 757K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVIS | -136,061 | -93.4% | 9,596 |
| WELLS FARGO & COMPANY/MN | -131,648 | -12.6% | 915,094 |
| GOLDMAN SACHS GROUP INC | -104,332 | -15.0% | 590,123 |
| Private Advisor Group, LLC | -56,773 | -46.8% | 64,414 |
| ROYAL BANK OF CANADA | -50,089 | -5.6% | 849,727 |
| Mariner, LLC | -29,669 | -57.3% | 22,070 |
| COMMONWEALTH EQUITY SERVICES, LLC | -27,269 | -7.8% | 322,764 |
| MORGAN STANLEY | -25,000 | -1.1% | 2,203,857 |
| CoreCap Advisors, LLC | -24,431 | -83.6% | 4,801 |
| Cetera Investment Advisers | -22,654 | -11.0% | 183,420 |
| HighTower Advisors, LLC | -19,318 | -6.7% | 268,677 |
| GFS Advisors, LLC | -18,525 | -86.9% | 2,800 |
| Audent Global Asset Management, LLC | -18,114 | -38.6% | 28,844 |
| TRUIST FINANCIAL CORP | -16,261 | -22.3% | 56,535 |
| ENVESTNET ASSET MANAGEMENT INC | -15,146 | -11.5% | 116,724 |
| PGIM Custom Harvest LLC | -13,859 | -1.3% | 1,054,594 |
| CX Institutional | -11,347 | -97.8% | 260 |
| PARK AVENUE SECURITIES LLC | -11,307 | -6.1% | 173,804 |
| Lido Advisors, LLC | -8,822 | -28.6% | 21,998 |
| Farther Finance Advisors, LLC | -7,888 | -40.4% | 11,628 |