ISHARES U.S. HEALTHCARE ETF IYH
$69.21
+2.6% 52w: $53.67 – $69.21
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data53.6761.4469.21
Jun 20, 2025 Jul 2, 2026
Institutional holders
513
-30 QoQ
13F value
$1.47B
-23.9% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$333K calls / — puts
Institutional value by quarter
Number of holders
Who owns IYH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| UBS Group AG | Bank broker | 2.5M | $155.7M | 0.0% | +110.4% |
| MORGAN STANLEY | Bank broker | 2.2M | $137.4M | 0.0% | -1.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.5M | $94.3M | 0.0% | -0.7% |
| LPL Financial LLC | Bank broker | 1.4M | $87.0M | 0.0% | -6.3% |
| PGIM Custom Harvest LLC | Wealth advisor | 1.1M | $65.9M | 1.0% | +53.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.0M | $64.5M | 0.0% | +14.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.0M | $61.8M | 0.0% | -4.2% |
| PINKERTON WEALTH, LLC | Wealth advisor | 861.2K | $56.1M | 5.1% | +39.8% |
| ROYAL BANK OF CANADA | Bank broker | 899.8K | $55.5M | 0.0% | +7.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 694.5K | $42.8M | 0.0% | +15.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 671.7K | $41.4M | 0.0% | +6.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 421.2K | $26.0M | 0.1% | +8.7% |
| OAKWORTH CAPITAL, INC. | Wealth advisor | 417.2K | $25.7M | 1.4% | +1.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 376.2K | $23.2M | 0.0% | -0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 350.0K | $21.6M | 0.0% | -5.4% |
| HighTower Advisors, LLC | Diversified mechanical | 288.0K | $17.8M | 0.0% | 0.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 272.5K | $16.8M | 0.0% | -11.8% |
| Cetera Investment Advisers | Wealth advisor | 206.1K | $12.7M | 0.0% | +6.2% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 185.1K | $11.4M | 0.1% | +4.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 177.0K | $10.6M | 0.0% | +10.0% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | Other | 154.6K | $9.5M | 3.1% | +18.7% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 148.6K | $9.2M | 0.1% | +8.9% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 145.7K | $9.0M | 0.2% | -0.1% |
| JPMORGAN CHASE & CO | Bank broker | 136.1K | $8.2M | 0.0% | +7.3% |
| ARKANSAS FINANCIAL GROUP, INC. | Wealth advisor | 129.6K | $8.1M | 1.1% | +7.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 131.9K | $8.1M | 0.0% | +11.0% |
| Private Advisor Group, LLC | Wealth advisor | 121.2K | $7.5M | 0.0% | -7.3% |
| PEAPACK GLADSTONE FINANCIAL CORP | Other | 118.4K | $7.3M | 0.1% | -3.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 117.0K | $7.2M | 0.0% | -1.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 116.0K | $7.1M | 0.0% | +185.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 111.3K | $6.9M | 0.0% | -11.0% |
| SP Asset Management LLC | Other | 102.4K | $6.3M | 0.6% | -0.2% |
| First Citizens Financial Corp | Wealth advisor | 92.9K | $5.7M | 2.7% | -0.8% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 92.5K | $5.7M | 0.0% | -63.1% |
| GFS Advisors, LLC | Other | 21.3K | $5.6M | 0.4% | New |
| BANK OF MONTREAL /CAN/ | Bank broker | 86.8K | $5.4M | 0.0% | -13.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 86.5K | $5.3M | 0.0% | -41.8% |
| Equitable Holdings, Inc. | Wealth advisor | 75.7K | $4.9M | 0.0% | -45.9% |
| Gerald Baker Financial Group LLC | Other | 76.9K | $4.7M | 1.5% | — |
| Stillwater Capital Advisors, LLC | Other | 74.1K | $4.6M | 0.5% | -9.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 72.8K | $4.5M | 0.0% | +56.2% |
| HC Advisors, LLC | Wealth advisor | 72.3K | $4.5M | 3.0% | -1.7% |
| PETTYJOHN, WOOD & WHITE, INC | Other | 72.1K | $4.4M | 0.7% | -0.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 71.1K | $4.4M | 0.0% | -29.0% |
| Capital Investment Advisors, LLC | Wealth advisor | 69.2K | $4.3M | 0.1% | -0.4% |
| FORTE ASSET MANAGEMENT LLC | Wealth advisor | 66.0K | $4.1M | 1.8% | -0.9% |
| Lighthouse Financial LLC | Wealth advisor | 63.2K | $3.9M | 2.4% | +7.4% |
| Sowa Financial Group, Inc. | Wealth advisor | 57.4K | $3.5M | 1.8% | -1.3% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 54.7K | $3.4M | 0.0% | -4.9% |
| Thrivent Financial for Lutherans | Diversified mechanical | 54.5K | $3.4M | 0.0% | +1.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.