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

iShares U.S. Pharmaceuticals ETF logo
$100.96 -0.17 (-0.16%)
As of 01:58 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$181.76M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$53.56M
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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
10/15/2026AdvisorNet Financial Inc52,512$5.22M0.2%N/A0.339%
10/15/2026Turtle Creek Wealth Advisors LLC636$64K0.0%N/A0.004%
10/15/2026Mather Group LLC.743$75K0.0%N/A0.005%
10/15/2026Hudock Inc.3,056$307K0.0%-5.5%0.020%
10/15/2026Strategy Asset Managers LLC12,341$1.24M0.2%N/A0.080%
10/14/2026MinichMacGregor Wealth Management LLC319,306$32.10M5.4%N/A2.060%
10/10/2026Valley Wealth Managers Inc.900$90K0.0%N/A0.006%
10/9/2026Cadent Capital Advisors LLC35,010$3.52M0.8%+1,298.7%0.215%
10/9/2026Insight Wealth Strategies LLC3,461$348K0.0%-97.2%0.021%
10/6/2026Congress Asset Management Co.55,779$56K0.0%N/A0.344%
9/23/2026Envestnet Asset Management Inc.5,770$571K0.0%-27.2%0.035%
9/9/2026Tidal Investments LLC37,534$3.72M0.0%N/A0.234%
9/9/2026Capital Analysts LLC642$64K0.0%-53.9%0.004%
9/9/2026Integrated Wealth Concepts LLC758$75K0.0%N/A0.005%
9/9/2026NewEdge Advisors LLC762$75K0.0%-45.5%0.005%
9/8/2026Allworth Financial LP1,490$148K0.0%-6.2%0.009%
9/8/2026Waverly Advisors LLC4,980$493K0.0%+22.9%0.031%
8/23/2026Ameritas Advisory Services LLC2,571$255K0.0%N/A0.016%
8/22/2026Schuylkill Financial LLC10,018$992K0.9%N/A0.062%
8/22/2026Compass Financial Management LLC5,627$565K0.1%N/A0.035%
8/22/2026Concurrent Investment Advisors LLC52,448$5.19M0.0%-8.3%0.327%
8/12/2026Compass Financial Management LLC5,627$565K0.1%N/A0.035%
8/7/2026Trust Co. of Vermont609$60K0.0%N/A0.004%
7/10/2026Insight Wealth Strategies LLC122,642$12.06M1.2%+3.3%1.066%
7/9/2026Focus Financial Network Inc.2,221$220K0.0%N/A0.019%
7/7/2026Avior Wealth Management LLC4,271$423K0.0%-66.8%0.037%
7/2/2026 CX Institutional432$43K0.0%-97.3%0.004%
6/18/2026Western Wealth Management LLC1,729$150K0.0%N/A0.016%
6/3/2026NewEdge Advisors LLC1,397$121K0.0%+45.1%0.013%
5/21/2026Raab & Moskowitz Asset Management LLC3,779$328K0.1%-7.2%0.035%
5/19/2026Western Wealth Management LLC1,729$150K0.0%N/A0.016%
5/19/2026Bank of America Corp DE456,606$39.58M0.0%+2.8%4.228%
5/18/2026Sunbelt Securities Inc.960$83K0.0%+14.3%0.009%
5/18/2026Royal Bank of Canada116,293$10.08M0.0%-25.9%1.077%
5/13/2026Cetera Investment Advisers109,471$9.49M0.0%+675.4%1.014%
5/8/2026PNC Financial Services Group Inc.1,365$118K0.0%-43.5%0.013%
5/8/2026Summit Global Investments6,729$583K0.0%N/A0.062%
5/8/2026Cassaday & Co Wealth Management LLC977$85K0.0%N/A0.009%
5/5/2026D.A. Davidson & CO.18,816$1.63M0.0%-6.6%0.174%
5/4/2026Lifeworks Advisors LLC3,473$301K0.0%N/A0.032%
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5/1/2026Fifth Third Bancorp6,560$569K0.0%+462.1%0.061%
4/30/2026Kestra Advisory Services LLC6,303$546K0.0%+10.0%0.058%
4/28/2026Raleigh Capital Management Inc.8,659$751K0.3%+865,800.0%0.079%
4/27/2026Private Advisor Group LLC3,530$306K0.0%-3.7%0.032%
4/25/2026Heritage Oak Wealth Advisors LLC6,117$530K0.2%N/A0.056%
4/24/2026Root Financial Partners LLC696$60K0.0%+36.5%0.006%
4/24/2026American Institute for Advanced Investment Management LLP5,351$464K0.3%N/A0.049%
4/22/2026Janney Montgomery Scott LLC6,865$595K0.0%-34.0%0.063%
4/22/2026Cornerstone Wealth Group LLC2,847$246K0.0%+13.7%0.026%
4/20/2026Brown Lisle Cummings Inc.2,196$190K0.0%-7.6%0.020%
4/17/2026AdvisorNet Financial Inc40,993$3.55M0.2%+2.5%0.374%
4/17/2026Matthew Goff Investment Advisor LLC3,615$313K0.1%N/A0.033%
4/17/2026FFG Partners LLC3,605$312K0.1%N/A0.033%
4/16/2026Lee Johnson Capital Management LLC18,493$1.60M0.6%N/A0.169%
3/17/2026Rockefeller Capital Management L.P.6,415$544K0.0%-39.8%0.057%
3/9/2026Corient Private Wealth LLC6,506$552K0.0%+3.1%0.058%
2/19/2026Axxcess Wealth Management LLC9,062$769K0.0%+27.7%0.081%
2/19/2026Corient Private Wealth LLC6,506$552K0.0%+3.1%0.058%
2/18/2026Ameriflex Group Inc.291$25K0.0%-50.0%0.003%
2/18/2026Beacon Pointe Advisors LLC26,621$2.26M0.0%+50.4%0.238%
2/18/2026NewEdge Advisors LLC963$82K0.0%-20.5%0.009%
2/18/2026VestGen Advisors LLC23,549$2.00M0.1%N/A0.210%
2/17/2026EFG International AG447$38K0.0%N/A0.004%
2/17/2026Cetera Investment Advisers14,118$1.20M0.0%+7.9%0.126%
2/17/2026Osaic Holdings Inc.42,672$3.62M0.0%+346.3%0.381%
2/17/2026Royal Bank of Canada156,973$13.32M0.0%+51.9%1.402%
2/16/2026Mariner LLC25,367$2.15M0.0%-4.0%0.226%
2/13/2026Kestra Advisory Services LLC5,732$486K0.0%+21.4%0.051%
2/13/2026Marshall Wace LLP14,338$1.22M0.0%N/A0.128%
2/13/2026Acumen Wealth Advisors LLC1,480$126K0.0%N/A0.013%
2/13/2026Wells Fargo & Company MN50,907$4.32M0.0%+25.3%0.455%
2/12/2026Federation des caisses Desjardins du Quebec4,935$419K0.0%+6.4%0.044%
2/12/2026Commonwealth Equity Services LLC26,515$2.25M0.0%-9.0%0.237%
2/12/2026Steward Partners Investment Advisory LLC711$60K0.0%+125.7%0.006%
2/12/2026Bank of Montreal Can22,473$1.91M0.0%+27.0%0.201%
2/12/2026Hudock Inc.3,034$257K0.0%+3.9%0.027%
2/11/2026Janney Montgomery Scott LLC10,401$882K0.0%+54.2%0.093%
2/11/2026Capital Analysts LLC1,400$119K0.0%+118.1%0.013%
2/11/2026Commonwealth Retirement Investments LLC6,146$521K0.2%N/A0.055%
2/11/2026LPL Financial LLC137,747$11.69M0.0%+21.3%1.230%
2/11/2026O Shaughnessy Asset Management LLC463$39K0.0%+35.0%0.004%
2/11/2026JPMorgan Chase & Co.212,805$18.05M0.0%+89.4%1.900%
2/10/2026Goldman Sachs Group Inc.82,878$7.03M0.0%-43.1%0.740%
2/10/2026Spinnaker Trust15,849$1.34M0.1%-12.7%0.142%
2/10/2026Root Financial Partners LLC510$43K0.0%+88.9%0.005%
2/10/2026One Capital Management LLC15,252$1.29M0.0%-10.3%0.136%
2/10/2026Peapack Gladstone Financial Corp31,463$2.67M0.0%-2.4%0.281%
2/10/2026BNP Paribas Financial Markets103,016$8.74M0.0%+3.0%0.920%
2/10/2026Blueline Advisors LLC480$41K0.0%N/A0.004%
2/10/2026Concord Investment Counsel Inc.50,022$4.24M1.4%-3.3%0.447%
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2/10/2026Northwestern Mutual Wealth Management Co.2,553$217K0.0%+28.5%0.023%
2/10/2026Foundations Investment Advisors LLC642,617$54.51M0.7%N/A5.738%
2/9/2026Ellerson Group Inc. ADV2,619$222K0.2%N/A0.023%
2/9/2026Harbour Investments Inc.1,799$153K0.0%+260.5%0.016%
2/9/2026Fisher Asset Management LLC2,825,644$239.70M0.1%-2.1%25.229%
2/9/2026Accent Capital Management LLC500$42K0.0%N/A0.004%
2/6/2026Axxcess Wealth Management LLC9,062$769K0.0%+27.7%0.081%
2/6/2026Global Retirement Partners LLC837$71K0.0%+194.7%0.007%
2/6/2026Prevail Innovative Wealth Advisors LLC53,387$4.53M0.8%N/A0.477%
2/6/2026Banque Cantonale Vaudoise24,500$2.08M0.1%N/A0.219%


IHE Institutional Ownership - Frequently Asked Questions

During the previous two years, 176 institutional investors and hedge funds held shares of iShares U.S. Pharmaceuticals ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($239.70M), Foundations Investment Advisors LLC ($54.51M), Bank of America Corp DE ($39.58M), MinichMacGregor Wealth Management LLC ($32.10M), JPMorgan Chase & Co. ($18.05M), LPL Financial LLC ($11.69M), and Royal Bank of Canada ($10.08M).Learn more on iShares U.S. Pharmaceuticals ETF's institutional investors.

Of the 158 institutional investors that purchased iShares U.S. Pharmaceuticals ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Foundations Investment Advisors LLC ($642.62K), JPMorgan Chase & Co. ($381.95K), MinichMacGregor Wealth Management LLC ($319.31K), BNP Paribas Financial Markets ($203.02K), Raymond James Financial Inc. ($138.06K), Anfield Capital Management LLC ($117.97K), and Cetera Investment Advisers ($97.90K).

Institutional investors have bought a total of 2,043,707 shares in the last 24 months. This purchase volume represents approximately $181.76M in transactions.

Of the 46 institutional investors that sold iShares U.S. Pharmaceuticals ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($151.05K), Insight Wealth Strategies LLC ($119.18K), BNP Paribas Financial Markets ($100K), Goldman Sachs Group Inc. ($62.89K), Royal Bank of Canada ($40.68K), Citadel Advisors LLC ($31.49K), and Susquehanna International Group LLP ($27.73K).

Institutional investors have sold a total of 646,837 shares in the last 24 months. This volume of shares sold represents approximately $53.56M in transactions.



Institutional ownership data for NYSEARCA:IHE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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