ISHARES U.S. HEALTHCARE ETF (IYH) Institutional Shareholders
ISHARES U.S. HEALTHCARE ETF (IYH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.41B in IYH holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of IYH tracked by InsiderSet, reporting ownership valued at approximately $155.66M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $172.58M, representing an estimated gain of +10.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed IYH value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES U.S. HEALTHCARE ETF (IYH).
This page ranks the largest institutional IYH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
523
Total Reported Value
$1.41B
Largest Holder
Ubs Group Ag
Largest Position
$155.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.03% | 2,525,384 | $155,664,670 | $172,584,743 | +$16,920,073 | +10.87% | |
| Morgan Stanley | 0.01% | 2,228,857 | $137,386,771 | $152,320,087 | +$14,933,316 | +10.87% | |
| Bank Of America Corp | 0.01% | 1,529,508 | $94,278,862 | $104,526,577 | +$10,247,715 | +10.87% | |
| Lpl Financial Llc | 0.02% | 1,412,046 | $87,038,539 | $96,499,224 | +$9,460,685 | +10.87% | |
| Pgim Custom Harvest Llc | 1.03% | 1,068,453 | $65,859,486 | $73,018,078 | +$7,158,592 | +10.87% | |
| Wells Fargo & Company/Mn | 0.01% | 1,046,742 | $64,521,141 | $71,534,348 | +$7,013,207 | +10.87% | |
| Northwestern Mutual Wealth Management Co | 0.04% | 1,003,253 | $61,840,497 | $68,562,310 | +$6,721,813 | +10.87% | |
| Royal Bank Of Canada | 0.01% | 899,816 | $55,466,000 | $61,493,425 | +$6,027,425 | +10.87% | |
| Goldman Sachs Group Inc | 0.01% | 694,455 | $42,806,207 | $47,459,055 | +$4,652,848 | +10.87% | |
| Raymond James Financial Inc | 0.01% | 671,704 | $41,403,869 | $45,904,251 | +$4,500,382 | +10.87% | |
| Oakworth Capital, Inc. | 1.95% | 609,679 | $40,962,283 | $41,665,463 | +$703,180 | +1.72% | |
| Kestra Advisory Services, Llc | 0.09% | 420,482 | $28,176,519 | $28,735,740 | +$559,221 | +1.98% | |
| Osaic Holdings, Inc. | 0.03% | 376,181 | $23,193,619 | $25,708,210 | +$2,514,591 | +10.84% | |
| Commonwealth Equity Services, Llc | 0.03% | 322,764 | $21,628,443 | $22,057,692 | +$429,249 | +1.98% | |
| Hightower Advisors, Llc | 0.02% | 287,995 | $17,752,784 | $19,681,578 | +$1,928,794 | +10.86% | |
| Ameriprise Financial Inc | 0.00% | 272,518 | $16,797,033 | $18,623,880 | +$1,826,847 | +10.88% | |
| Cetera Investment Advisers | 0.01% | 206,074 | $12,702,399 | $14,083,097 | +$1,380,698 | +10.87% | |
| Concurrent Investment Advisors, Llc | 0.09% | 163,818 | $10,977,455 | $11,195,322 | +$217,867 | +1.98% | |
| Jones Financial Companies Lllp | 0.01% | 176,967 | $10,628,653 | $12,093,925 | +$1,465,272 | +13.79% | |
| Consolidated Capital Management, Llc | 2.81% | 157,311 | $10,541,397 | $10,750,634 | +$209,237 | +1.98% | |
| Arkansas Financial Group, Inc. | 1.36% | 156,064 | $10,457,845 | $10,665,414 | +$207,569 | +1.98% | |
| Envestnet Asset Management Inc | 0.00% | 116,724 | $7,821,692 | $7,976,918 | +$155,226 | +1.98% | |
| United Capital Financial Advisors, Llc | 0.04% | 117,020 | $7,212,363 | $7,997,147 | +$784,784 | +10.88% | |
| Two Sigma Investments, Lp | 0.01% | 115,987 | $7,149,439 | $7,926,552 | +$777,113 | +10.87% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 111,333 | $6,862,522 | $7,608,497 | +$745,975 | +10.87% | |
| Ninety One Sa (Pty) Ltd | 0.37% | 102,200 | $6,848,422 | $6,984,348 | +$135,926 | +1.98% | |
| Sp Asset Management Llc | 0.56% | 102,401 | $6,312,024 | $6,998,084 | +$686,060 | +10.87% | |
| First Citizens Financial Corp | 2.60% | 92,717 | $6,212,966 | $6,336,280 | +$123,314 | +1.98% | |
| Principal Financial Group Inc | 0.00% | 92,460 | $5,699,234 | $6,318,716 | +$619,482 | +10.87% | |
| Gfs Advisors, Llc | 0.71% | 21,325 | $5,585,444 | $1,457,351 | -$4,128,094 | -73.91% | |
| Bank Of Montreal | 0.00% | 86,810 | $5,350,968 | $5,932,595 | +$581,627 | +10.87% | |
| Gerald Baker Financial Group Llc | 1.52% | 79,533 | $5,329,487 | $5,435,285 | +$105,798 | +1.99% | |
| Forte Asset Management Llc | 2.12% | 77,580 | $5,198,666 | $5,301,817 | +$103,151 | +1.98% | |
| Stillwater Capital Advisors, Llc | 0.50% | 73,540 | $4,927,916 | $5,025,724 | +$97,808 | +1.98% | |
| Equitable Holdings, Inc. | 0.03% | 75,678 | $4,922,916 | $5,171,835 | +$248,919 | +5.06% | |
| Hc Advisors, Llc | 2.98% | 72,329 | $4,458,360 | $4,942,964 | +$484,604 | +10.87% | |
| Pettyjohn, Wood & White, Inc | 0.71% | 72,075 | $4,442,703 | $4,925,606 | +$482,903 | +10.87% | |
| Stifel Financial Corp | 0.00% | 71,108 | $4,383,561 | $4,859,521 | +$475,960 | +10.86% | |
| Private Advisor Group, Llc | 0.02% | 64,414 | $4,316,353 | $4,402,053 | +$85,700 | +1.99% | |
| Capital Investment Advisors, Llc | 0.07% | 69,242 | $4,268,083 | $4,731,998 | +$463,915 | +10.87% | |
| Lighthouse Financial Llc | 2.35% | 63,223 | $3,897,073 | $4,320,660 | +$423,587 | +10.87% | |
| Truist Financial Corp | 0.00% | 56,535 | $3,788,424 | $3,863,602 | +$75,178 | +1.98% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 52,744 | $3,580,796 | $3,604,525 | +$23,729 | +0.66% | |
| National Bank Of Canada | 0.00% | 54,716 | $3,371,626 | $3,739,291 | +$367,665 | +10.90% | |
| Sanctuary Advisors, Llc | 0.02% | 53,754 | $3,313,389 | $3,673,548 | +$360,159 | +10.87% | |
| Mariner, Llc | 0.00% | 51,739 | $3,184,696 | $3,535,843 | +$351,147 | +11.03% | |
| National Philanthropic Trust | 0.08% | 10,888 | $3,116,581 | $744,086 | -$2,372,495 | -76.12% | |
| Creative Planning | 0.00% | 50,404 | $3,106,896 | $3,444,609 | +$337,713 | +10.87% | |
| Rainey & Randall Wealth Advisors Inc. | 0.44% | 46,017 | $3,083,606 | $3,144,802 | +$61,196 | +1.98% | |
| Ethos Financial Group, Llc | 0.22% | 45,746 | $2,978,036 | $3,126,282 | +$148,246 | +4.98% |
Frequently asked questions about IYH
Who owns the most IYH stock?
The largest holders of IYH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES U.S. HEALTHCARE ETF (IYH).
Is IYH widely held by superinvestors?
Many widely followed stocks like IYH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IYH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.