IYH Institutional Ownership & Shareholders
ISHARES U.S. HEALTHCARE ETF (IYH) is currently held by 539 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.75B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Aia Group Ltd is currently the largest disclosed institutional shareholder of IYH tracked by InsiderSet, reporting ownership valued at approximately $261.45M in its September 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 $283.52M, representing an estimated gain of +8.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed IYH value among the investors covered in this analysis. Major shareholders include Aia Group Ltd, Ubs Group Ag, Morgan Stanley, 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
539
Total Reported Value
$1.75B
Largest Holder
Aia Group Ltd
Largest Position
$261.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aia Group Ltd | 3.22% | 3,653,560 | $261,448,754 | $283,516,256 | +$22,067,502 | +8.44% | |
| Ubs Group Ag | 0.03% | 2,577,753 | $172,735,228 | $200,033,633 | +$27,298,405 | +15.80% | |
| Morgan Stanley | 0.01% | 2,203,857 | $147,680,569 | $171,019,303 | +$23,338,734 | +15.80% | |
| Bank Of America Corp | 0.01% | 1,527,301 | $102,344,413 | $118,518,558 | +$16,174,145 | +15.80% | |
| Lpl Financial Llc | 0.02% | 1,482,478 | $99,340,823 | $115,040,293 | +$15,699,470 | +15.80% | |
| Pgim Custom Harvest Llc | 0.89% | 1,054,594 | $70,668,340 | $81,836,494 | +$11,168,154 | +15.80% | |
| Wells Fargo & Company/Mn | 0.01% | 915,094 | $61,320,414 | $71,011,294 | +$9,690,880 | +15.80% | |
| Royal Bank Of Canada | 0.01% | 849,727 | $56,939,000 | $65,938,815 | +$8,999,815 | +15.81% | |
| Raymond James Financial Inc | 0.01% | 756,281 | $50,678,375 | $58,687,406 | +$8,009,031 | +15.80% | |
| Oakworth Capital, Inc. | 2.05% | 609,904 | $43,644,726 | $47,328,550 | +$3,683,824 | +8.44% | |
| Goldman Sachs Group Inc | 0.00% | 590,123 | $39,544,141 | $45,793,545 | +$6,249,404 | +15.80% | |
| Kestra Advisory Services, Llc | 0.09% | 430,280 | $30,790,834 | $33,389,728 | +$2,598,894 | +8.44% | |
| Osaic Holdings, Inc. | 0.03% | 373,872 | $25,059,373 | $29,012,467 | +$3,953,094 | +15.77% | |
| Commonwealth Equity Services, Llc | 0.03% | 289,266 | $20,699,905 | $22,447,042 | +$1,747,137 | +8.44% | |
| Ameriprise Financial Inc | 0.00% | 278,971 | $18,694,031 | $21,648,150 | +$2,954,119 | +15.80% | |
| Horizon Wealth Management, Llc | 2.00% | 221,882 | $15,877,896 | $17,218,043 | +$1,340,147 | +8.44% | |
| Jones Financial Companies Lllp | 0.01% | 192,084 | $12,992,578 | $14,905,718 | +$1,913,140 | +14.72% | |
| Concurrent Investment Advisors, Llc | 0.09% | 177,034 | $12,668,568 | $13,737,838 | +$1,069,270 | +8.44% | |
| Cetera Investment Advisers | 0.01% | 183,420 | $12,290,967 | $14,233,392 | +$1,942,425 | +15.80% | |
| Three Seasons Wealth, Llc | 1.01% | 158,008 | $11,307,052 | $12,261,421 | +$954,369 | +8.44% | |
| Consolidated Capital Management, Llc | 3.10% | 157,386 | $11,262,577 | $12,213,154 | +$950,577 | +8.44% | |
| Jpmorgan Chase & Co | 0.00% | 165,234 | $11,224,424 | $12,822,158 | +$1,597,734 | +14.23% | |
| Arkansas Financial Group, Inc. | 1.49% | 156,284 | $11,183,657 | $12,127,638 | +$943,981 | +8.44% | |
| Ninety One Sa (Pty) Ltd | 0.55% | 152,155 | $11,002,328 | $11,807,228 | +$804,900 | +7.32% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 126,850 | $8,500,195 | $9,843,560 | +$1,343,365 | +15.80% | |
| Peapack Gladstone Financial Corp | 0.09% | 119,875 | $8,033,000 | $9,302,300 | +$1,269,300 | +15.80% | |
| Envestnet Asset Management Inc | 0.00% | 116,724 | $7,821,692 | $9,057,782 | +$1,236,090 | +15.80% | |
| United Capital Financial Advisors, Llc | 0.04% | 115,423 | $7,739,075 | $8,956,825 | +$1,217,750 | +15.74% | |
| True Private Wealth Advisors | 0.61% | 100,286 | $7,176,534 | $7,782,194 | +$605,660 | +8.44% | |
| Sp Asset Management Llc | 0.55% | 102,390 | $6,861,181 | $7,945,464 | +$1,084,283 | +15.80% | |
| First Citizens Financial Corp | 2.78% | 92,342 | $6,607,994 | $7,165,739 | +$557,745 | +8.44% | |
| Captrust Financial Advisors | 0.01% | 95,379 | $6,391,347 | $7,401,410 | +$1,010,063 | +15.80% | |
| Zurich Insurance Group Ltd/Fi | 0.04% | 90,190 | $6,043,632 | $6,998,744 | +$955,112 | +15.80% | |
| Gerald Baker Financial Group Llc | 1.63% | 80,522 | $5,762,138 | $6,248,507 | +$486,369 | +8.44% | |
| Bank Of Montreal | 0.00% | 81,135 | $5,436,857 | $6,296,076 | +$859,219 | +15.80% | |
| Equitable Holdings, Inc. | 0.03% | 79,645 | $5,337,000 | $6,180,452 | +$843,452 | +15.80% | |
| Stifel Financial Corp | 0.00% | 77,115 | $5,167,258 | $5,984,124 | +$816,866 | +15.81% | |
| Stillwater Capital Advisors, Llc | 0.50% | 73,540 | $4,927,916 | $5,706,704 | +$778,788 | +15.80% | |
| Capital Investment Advisors, Llc | 0.06% | 67,113 | $4,802,619 | $5,207,969 | +$405,350 | +8.44% | |
| Pettyjohn, Wood & White, Inc | 0.70% | 71,435 | $4,786,860 | $5,543,356 | +$756,496 | +15.80% | |
| Hc Advisors, Llc | 2.83% | 69,580 | $4,662,556 | $5,399,408 | +$736,852 | +15.80% | |
| Lighthouse Financial Llc | 2.07% | 64,026 | $4,581,688 | $4,968,418 | +$386,730 | +8.44% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 61,005 | $4,326,497 | $4,733,988 | +$407,491 | +9.42% | |
| Private Advisor Group, Llc | 0.02% | 64,414 | $4,316,353 | $4,998,526 | +$682,173 | +15.80% | |
| Forte Asset Management Llc | 1.72% | 59,479 | $4,256,299 | $4,615,570 | +$359,271 | +8.44% | |
| Truist Financial Corp | 0.00% | 55,217 | $3,951,297 | $4,284,839 | +$333,542 | +8.44% | |
| Mml Investors Services, Llc | 0.01% | 55,543 | $3,721,929 | $4,310,137 | +$588,208 | +15.80% | |
| National Philanthropic Trust | 0.05% | 54,427 | $3,647,153 | $4,223,535 | +$576,382 | +15.80% | |
| Sanctuary Advisors, Llc | 0.02% | 53,838 | $3,607,710 | $4,177,829 | +$570,119 | +15.80% | |
| Susquehanna International Group, Llp | 0.00% | 53,412 | $3,579,138 | $4,144,771 | +$565,633 | +15.80% |
Frequently asked questions about IYH
Who are the largest institutional holders of IYH?
The largest institutional holders of IYH reported in the latest SEC Form 13F filings include Aia Group Ltd, Ubs Group Ag, Morgan Stanley, Bank Of America Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported IYH position.
What is IYH institutional ownership?
This page tracks IYH positions reported by institutional investment managers through SEC Form 13F. ISHARES U.S. HEALTHCARE ETF (IYH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IYH?
InsiderSet currently tracks 539 institutional managers reporting IYH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IYH shareholders.
How much IYH stock do institutions own?
Institutional investment managers disclosed approximately $1.75B in IYH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IYH institutional ownership last updated?
The latest IYH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IYH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IYH position after the reporting date.
Are institutions buying or selling IYH?
Institutional buying and selling can be analyzed by comparing IYH positions across consecutive 13F reporting periods. InsiderSet's IYH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IYH ownership changes.
How has IYH institutional ownership changed over time?
InsiderSet tracks IYH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.