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 $1.44B 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 $172.74M in its June 30, 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 $183.46M, representing an estimated gain of +6.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% 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
522
Total Reported Value
$1.44B
Largest Holder
Ubs Group Ag
Largest Position
$172.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
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% | 2,577,753 | $172,735,228 | $183,458,681 | +$10,723,453 | +6.21% | |
| Morgan Stanley | 0.01% | 2,203,857 | $147,680,569 | $156,848,503 | +$9,167,934 | +6.21% | |
| Bank Of America Corp | 0.01% | 1,527,301 | $102,344,413 | $108,698,012 | +$6,353,599 | +6.21% | |
| Lpl Financial Llc | 0.02% | 1,482,478 | $99,340,823 | $105,507,959 | +$6,167,136 | +6.21% | |
| Pgim Custom Harvest Llc | 0.89% | 1,054,594 | $70,668,340 | $75,055,455 | +$4,387,115 | +6.21% | |
| Wells Fargo & Company/Mn | 0.01% | 915,094 | $61,320,414 | $65,127,240 | +$3,806,826 | +6.21% | |
| Royal Bank Of Canada | 0.01% | 849,727 | $56,939,000 | $60,475,071 | +$3,536,071 | +6.21% | |
| Raymond James Financial Inc | 0.01% | 756,281 | $50,678,375 | $53,824,519 | +$3,146,144 | +6.21% | |
| Oakworth Capital, Inc. | 1.95% | 609,679 | $40,962,283 | $43,390,854 | +$2,428,571 | +5.93% | |
| Goldman Sachs Group Inc | 0.00% | 590,123 | $39,544,141 | $41,999,054 | +$2,454,913 | +6.21% | |
| Kestra Advisory Services, Llc | 0.09% | 420,482 | $28,176,519 | $29,925,704 | +$1,749,185 | +6.21% | |
| Osaic Holdings, Inc. | 0.03% | 373,872 | $25,059,373 | $26,608,470 | +$1,549,097 | +6.18% | |
| Commonwealth Equity Services, Llc | 0.03% | 322,764 | $21,628,443 | $22,971,114 | +$1,342,671 | +6.21% | |
| Ameriprise Financial Inc | 0.00% | 278,971 | $18,694,031 | $19,854,366 | +$1,160,335 | +6.21% | |
| Jones Financial Companies Lllp | 0.01% | 192,084 | $12,992,578 | $13,670,618 | +$678,040 | +5.22% | |
| Cetera Investment Advisers | 0.01% | 183,420 | $12,290,967 | $13,054,001 | +$763,034 | +6.21% | |
| Park Avenue Securities Llc | 0.07% | 173,804 | $11,647,000 | $12,369,631 | +$722,631 | +6.20% | |
| Jpmorgan Chase & Co | 0.00% | 165,234 | $11,224,424 | $11,759,704 | +$535,280 | +4.77% | |
| Concurrent Investment Advisors, Llc | 0.09% | 163,818 | $10,977,455 | $11,658,927 | +$681,472 | +6.21% | |
| Consolidated Capital Management, Llc | 2.81% | 157,311 | $10,541,397 | $11,195,824 | +$654,427 | +6.21% | |
| Arkansas Financial Group, Inc. | 1.36% | 156,064 | $10,457,845 | $11,107,075 | +$649,230 | +6.21% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 126,850 | $8,500,195 | $9,027,915 | +$527,720 | +6.21% | |
| Peapack Gladstone Financial Corp | 0.09% | 119,875 | $8,033,000 | $8,531,504 | +$498,504 | +6.21% | |
| Envestnet Asset Management Inc | 0.00% | 116,724 | $7,821,692 | $8,307,247 | +$485,555 | +6.21% | |
| United Capital Financial Advisors, Llc | 0.04% | 115,423 | $7,739,075 | $8,214,655 | +$475,580 | +6.15% | |
| Sp Asset Management Llc | 0.55% | 102,390 | $6,861,181 | $7,287,096 | +$425,915 | +6.21% | |
| Ninety One Sa (Pty) Ltd | 0.37% | 102,200 | $6,848,422 | $7,273,574 | +$425,152 | +6.21% | |
| Captrust Financial Advisors | 0.01% | 95,379 | $6,391,347 | $6,788,123 | +$396,776 | +6.21% | |
| First Citizens Financial Corp | 2.60% | 92,717 | $6,212,966 | $6,598,669 | +$385,703 | +6.21% | |
| Zurich Insurance Group Ltd/Fi | 0.04% | 90,190 | $6,043,632 | $6,418,822 | +$375,190 | +6.21% | |
| Bank Of Montreal | 0.00% | 81,135 | $5,436,857 | $5,774,378 | +$337,521 | +6.21% | |
| Equitable Holdings, Inc. | 0.03% | 79,645 | $5,337,000 | $5,668,335 | +$331,335 | +6.21% | |
| Gerald Baker Financial Group Llc | 1.52% | 79,533 | $5,329,487 | $5,660,364 | +$330,877 | +6.21% | |
| Forte Asset Management Llc | 2.12% | 77,580 | $5,198,666 | $5,521,369 | +$322,703 | +6.21% | |
| Stifel Financial Corp | 0.00% | 77,115 | $5,167,258 | $5,488,275 | +$321,017 | +6.21% | |
| Stillwater Capital Advisors, Llc | 0.50% | 73,540 | $4,927,916 | $5,233,842 | +$305,926 | +6.21% | |
| Pettyjohn, Wood & White, Inc | 0.70% | 71,435 | $4,786,860 | $5,084,029 | +$297,169 | +6.21% | |
| Hc Advisors, Llc | 2.83% | 69,580 | $4,662,556 | $4,952,009 | +$289,453 | +6.21% | |
| Capital Investment Advisors, Llc | 0.06% | 68,063 | $4,560,896 | $4,844,044 | +$283,148 | +6.21% | |
| Private Advisor Group, Llc | 0.02% | 64,414 | $4,316,353 | $4,584,344 | +$267,991 | +6.21% | |
| Lighthouse Financial Llc | 2.19% | 63,024 | $4,223,268 | $4,485,418 | +$262,150 | +6.21% | |
| Truist Financial Corp | 0.00% | 56,535 | $3,788,424 | $4,023,596 | +$235,172 | +6.21% | |
| Mml Investors Services, Llc | 0.01% | 55,543 | $3,721,929 | $3,952,995 | +$231,066 | +6.21% | |
| Sowa Financial Group, Inc. | 1.72% | 55,039 | $3,688,000 | $3,917,126 | +$229,126 | +6.21% | |
| National Philanthropic Trust | 0.05% | 54,427 | $3,647,153 | $3,873,570 | +$226,417 | +6.21% | |
| Sanctuary Advisors, Llc | 0.02% | 53,838 | $3,607,710 | $3,831,650 | +$223,940 | +6.21% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 52,744 | $3,580,796 | $3,753,790 | +$172,994 | +4.83% | |
| Susquehanna International Group, Llp | 0.00% | 53,412 | $3,579,138 | $3,801,332 | +$222,194 | +6.21% | |
| Fmr Llc | 0.00% | 53,041 | $3,554,263 | $3,774,928 | +$220,665 | +6.21% | |
| Thrivent Financial For Lutherans | 0.01% | 52,020 | $3,486,000 | $3,702,263 | +$216,263 | +6.20% |
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.