DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
IYH

ISHARES U.S. HEALTHCARE ETF

546 institutions still hold ISHARES U.S. HEALTHCARE ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287762·Exchange Traded Fund·546 13F holders·last filed Mar 31, 2026
Market cap
3.8%
vs prior quarter
13F value held
$1.0B
77.0% inst. owned
of float
Holders
546
+110 QoQ
filers reporting
Activity
+40 / −24
+828 added · −840 reduced
this quarter
Concentration
15.17%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

546 institutions reported IYH in Q1 2026. UBS Group AG leads at 15.2% of the visible book. +110 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$156M2.5M0.02%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$137M2.2M0.01%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$94M1.5M0.01%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$87M1.4M0.02%Q1 2026
05
PGIM Custom Harvest LLC
CIK 0001845793
$66M1.1M1.03%Q1 2026
06
WELLS FARGO & COMPANY/MN
CIK 0000072971
$65M1.0M0.01%Q1 2026
07
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$62M1.0M0.04%Q1 2026
08
PINKERTON WEALTH, LLC
CIK 0001536446
$56M861K5.10%Q1 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$55M900K0.01%Q1 2026
10
GOLDMAN SACHS GROUP INC
CIK 0000886982
$43M694K0.00%Q1 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$41M672K0.01%Q1 2026
12
Kestra Advisory Services, LLC
CIK 0001830819
$26M421K0.10%Q1 2026
13
Oakworth Capital, Inc.
CIK 0001588871
$26M417K1.36%Q1 2026
14
OSAIC HOLDINGS, INC.
CIK 0001677044
$23M376K0.03%Q1 2026
15
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$22M350K0.03%Q1 2026
16
HighTower Advisors, LLC
CIK 0001462245
$18M288K0.02%Q1 2026
17
AMERIPRISE FINANCIAL INC
CIK 0000820027
$17M273K0.00%Q1 2026
18
Cetera Investment Advisers
CIK 0001666741
$13M206K0.01%Q1 2026
19
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$11M177K0.01%Q1 2026
20
CONSOLIDATED CAPITAL MANAGEMENT, LLC
CIK 0001666613
$10M155K3.08%Q1 2026
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