iShares U.S. Pharmaceuticals ETF (IHE) Institutional Ownership

$63.31
+0.58 (+0.92%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares U.S. Pharmaceuticals ETF (NYSEARCA:IHE)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$168.60M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$3.06M
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IHE Institutional Buying and Selling by Quarter

iShares U.S. Pharmaceuticals ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Spire Wealth Management2,194$149K0.0%+543.4%0.022%
4/24/2024 Essex Financial Services Inc.4,101$278K0.0%+200.0%0.041%
4/23/2024 Global Retirement Partners LLC410$28K0.0%+454.1%0.004%
4/23/2024 Fifth Third Bancorp1,272$86K0.0%+2,444.0%0.013%
4/23/2024 Accurate Wealth Management LLC116,854$7.36M2.1%N/A1.157%
4/19/2024 Massachusetts Wealth Management14,835$1.01M0.7%+197.0%0.724%
4/15/2024 Wealthcare Advisory Partners LLC3,902$265K0.0%N/A0.190%
4/11/2024 Matthew Goff Investment Advisor LLC3,615$245K0.0%+200.0%0.176%
3/8/2024Trust Co. of Vermont203$38K0.0%-66.3%0.010%
3/5/2024Fisher Asset Management LLC1,207,013$223.78M0.1%+5,562.2%58.879%
2/13/2024Tower Research Capital LLC TRC 43,357$8.04M0.1%+2,209.9%2.115%
2/13/2024Peapack Gladstone Financial Corp15,299$2.84M0.0%-2.0%0.746%
2/9/2024Orion Portfolio Solutions LLC3,651$702K0.0%-8.6%0.178%
2/8/2024Sound View Wealth Advisors Group LLC2,726$505K0.1%N/A0.133%
2/8/2024Beacon Pointe Advisors LLC6,162$1.14M0.0%-9.6%0.301%
2/8/2024Rock Point Advisors LLC1,211$225K0.1%N/A0.059%
2/8/2024Janney Montgomery Scott LLC12,131$2.25M0.0%+0.9%0.592%
2/7/2024One Capital Management LLC9,210$1.71M0.1%+330.4%0.449%
2/7/2024Principal Securities Inc.677$126K0.0%N/A0.033%
2/6/2024Private Advisor Group LLC1,362$253K0.0%+10.8%0.066%
2/6/2024National Bank of Canada FI187$35K0.0%+274.0%0.009%
2/6/2024Axxcess Wealth Management LLC1,116$207K0.0%N/A0.054%
2/6/2024U.S. Capital Wealth Advisors LLC1,424$264K0.0%+18.8%0.069%
2/6/2024Fisher Asset Management LLC1,208,199$224.00M0.1%+5,567.8%58.937%
2/6/2024Y.D. More Investments Ltd516$96K0.0%+29.0%0.025%
2/5/2024RiverFront Investment Group LLC37,863$7.02M0.2%+4.8%1.847%
2/5/2024Transcend Capital Advisors LLC1,124$208K0.0%N/A0.055%
2/2/2024Raab & Moskowitz Asset Management LLC1,745$324K0.1%+13.5%0.085%
2/2/2024Truist Financial Corp4,703$872K0.0%+1.1%0.229%
2/2/2024Spinnaker Trust5,931$1.10M0.1%-2.8%0.289%
2/2/2024Atria Wealth Solutions Inc.3,378$626K0.0%+9.4%0.165%
1/31/2024Kraft Davis & Associates LLC11,206$2.14M0.6%N/A0.547%
1/31/2024Institute for Wealth Management LLC.3,638$674K0.1%+8.0%0.177%
1/30/2024Capital Analysts LLC1,069$198K0.0%N/A0.052%
1/25/2024 International Assets Investment Management LLC4,820$894K0.0%N/A0.235%
1/24/2024 International Assets Investment Management LLC4,820$894K0.0%N/A0.235%
1/24/2024Chevy Chase Trust Holdings LLC10,144$1.88M0.0%N/A0.495%
1/23/2024Patten & Patten Inc. TN5,749$1.07M0.1%-2.2%0.280%
1/23/2024 Welch Group LLC3,542$657K0.0%N/A0.173%
1/22/2024 Essex Savings Bank1,100$204K0.1%N/A0.054%
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1/16/2024 Raymond James Financial Services Advisors Inc.16,418$3.04M0.0%+337.2%0.801%
1/16/2024 Raymond James & Associates43,981$8.15M0.0%-22.8%2.145%
1/12/2024 CX Institutional1,392$258K0.0%-17.9%0.068%
1/11/2024 Bruce G. Allen Investments LLC1,255$233K0.2%N/A0.061%
1/5/2024 Capital Investment Advisors LLC1,268$235K0.0%N/A0.062%
11/27/2023Trust Co. of Vermont603$107K0.0%N/A0.029%
11/14/2023Tower Research Capital LLC TRC 1,877$332K0.0%-3.1%0.092%
11/13/2023LPL Financial LLC24,123$4.27M0.0%-14.7%1.177%
11/13/2023Envestnet Asset Management Inc.64,031$11.33M0.0%+135.5%3.123%
11/13/2023Kestra Advisory Services LLC1,551$274K0.0%-3.8%0.076%
11/13/2023PNC Financial Services Group Inc.434$77K0.0%+28.8%0.021%
11/9/2023One Capital Management LLC2,140$379K0.0%N/A0.104%
11/9/2023UBS Group AG14,740$2.61M0.0%-2.4%0.719%
11/8/2023HighTower Advisors LLC1,941$343K0.0%+36.5%0.095%
11/8/2023Janney Montgomery Scott LLC12,017$2.13M0.0%-17.0%0.586%
11/8/2023Atria Wealth Solutions Inc.3,088$549K0.0%-56.7%0.151%
11/7/2023RiverFront Investment Group LLC36,114$6.39M0.2%+3.9%1.762%
11/7/2023Merit Financial Group LLC10,397$1.84M0.1%-2.8%0.507%
11/4/2023 NBC Securities Inc.215$38K0.0%N/A0.010%
11/3/2023 SteelPeak Wealth LLC1,169$208K0.0%N/A0.057%
11/1/2023Orion Portfolio Solutions LLC3,996$707K0.0%-5.5%0.195%
10/25/2023 Apexium Financial LP1,144$203K0.0%N/A0.056%
10/25/2023 Massachusetts Wealth Management5,025$889K0.8%-4.7%0.245%
10/24/2023 Stratos Wealth Advisors LLC1,863$330K0.0%N/A0.091%
10/24/2023 Raymond James & Associates56,974$10.08M0.0%-0.4%2.779%
10/23/2023Commonwealth Equity Services LLC13,164$2.33M0.0%-4.4%0.642%
10/20/2023Family Firm Inc.3,335$590K0.2%-4.0%0.163%
10/18/2023 CX Institutional1,695$300K0.0%N/A0.083%
8/10/2023Commonwealth Equity Services LLC13,773$2.47M0.0%+1.2%0.656%
8/10/2023AlphaCore Capital LLC300$54K0.0%N/A0.014%
8/9/2023 Coastal Investment Advisors Inc.402$72K0.0%N/A0.019%
8/8/2023Fisher Asset Management LLC41,607$7.45M0.0%+7.1%1.981%
8/4/2023Envestnet Asset Management Inc.27,193$4.87M0.0%-2.9%1.295%
8/3/2023Atria Wealth Solutions Inc.7,128$1.28M0.0%+82.5%0.339%
8/3/2023 Massachusetts Wealth Management5,275$945K0.9%+5.0%0.251%
8/2/2023Bank of Montreal Can20,532$3.69M0.0%N/A0.978%
8/1/2023RiverFront Investment Group LLC34,744$6.22M0.2%+8.0%1.654%
8/1/2023Truist Financial Corp4,727$847K0.0%-7.4%0.225%
8/1/2023Merit Financial Group LLC10,695$1.92M0.1%-31.3%0.509%
8/1/2023Spinnaker Trust6,100$1.09M0.1%-1.4%0.290%
7/31/2023LPL Financial LLC28,295$5.07M0.0%-1.5%1.347%
7/31/2023 Brown Advisory Inc.32,334$5.79M0.0%-12.7%1.540%
7/28/2023First Republic Investment Management Inc.1,505$270K0.0%-11.9%0.072%
7/26/2023Janney Montgomery Scott LLC14,482$2.59M0.0%-20.5%0.690%
7/25/2023 Raymond James Financial Services Advisors Inc.3,781$677K0.0%-11.0%0.180%
7/25/2023 Raymond James & Associates57,184$10.24M0.0%-10.3%2.723%
7/21/2023Creative Planning1,983$355K0.0%-3.2%0.094%
7/13/2023Transcend Capital Advisors LLC1,124$201K0.0%N/A0.054%
5/12/2023Private Capital Management LLC1,100$205K0.1%N/A0.051%
5/12/2023Cahill Financial Advisors Inc.7,047$1.24M0.2%-0.8%0.328%
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5/11/2023RMB Capital Management LLC1,521$267K0.0%N/A0.071%
5/11/2023Commonwealth Equity Services LLC13,615$2.39M0.0%+2.1%0.633%
5/10/2023LPL Financial LLC28,726$5.04M0.0%+7.5%1.336%
5/9/2023 Spire Wealth Management343$60K0.0%+59.5%0.016%
5/9/2023Tower Research Capital LLC TRC2,055$360K0.0%+249.5%0.096%
5/5/2023Truist Financial Corp5,103$895K0.0%+50.5%0.237%
5/1/2023Fisher Asset Management LLC38,841$6.81M0.0%+0.3%1.807%
5/1/2023Family Firm Inc.3,629$636K0.2%+4.7%0.169%
4/28/2023Ameritas Advisory Services LLC385$68K0.0%N/A0.018%
4/28/2023Janney Montgomery Scott LLC18,205$3.19M0.0%+84.7%0.847%
(Data available from 1/1/2016 forward)

IHE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IHE shares?

During the previous two years, 95 institutional investors and hedge funds held shares of iShares U.S. Pharmaceuticals ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($223.78M), Advisor Group Holdings Inc. ($16.00M), Envestnet Asset Management Inc. ($11.33M), Raymond James & Associates ($8.15M), Tower Research Capital LLC TRC ($8.04M), Royal Bank of Canada ($7.77M), and Accurate Wealth Management LLC ($7.36M).Learn more on IHE's institutional investors.

Which institutional investors have been buying iShares U.S. Pharmaceuticals ETF stock?

Of the 80 institutional investors that purchased iShares U.S. Pharmaceuticals ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($2.41M), Accurate Wealth Management LLC ($116.85K), Adviser Investments LLC ($48.38K), Tower Research Capital LLC TRC ($42.95K), Envestnet Asset Management Inc. ($39.92K), EWG Elevate Inc. ($33.15K), and Raymond James & Associates ($31.25K).

How much institutional buying is happening at iShares U.S. Pharmaceuticals ETF?

Institutional investors have bought a total of 2,996,012 shares in the last 24 months. This purchase volume represents approximately $185.72M in transactions.

Which iShares U.S. Pharmaceuticals ETF major shareholders have been selling company stock?

Of the 42 institutional investors that sold iShares U.S. Pharmaceuticals ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($20.95K), Merit Financial Group LLC ($13.41K), Tower Research Capital LLC TRC ($12.00K), Steward Partners Investment Advisory LLC ($8.08K), Envestnet Asset Management Inc. ($6.80K), Janney Montgomery Scott LLC ($6.19K), and Brown Advisory Inc. ($4.94K).

How much institutional selling is happening at iShares U.S. Pharmaceuticals ETF?

Institutional investors have sold a total of 104,446 shares in the last 24 months. This volume of shares sold represents approximately $6.32M in transactions.


This page (NYSEARCA:IHE) was last updated on 4/27/2024 by MarketBeat.com Staff

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