Go Pro

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

iShares U.S. Pharmaceuticals ETF logo
$102.66 -0.33 (-0.32%)
As of 08/14/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$128.63M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$40.73M
Get IHE Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Pharmaceuticals ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
8/12/2026 Compass Financial Management LLC5,627$565K0.1%N/A0.035%
8/7/2026 Trust Co. of Vermont609$60K0.0%N/A0.004%
7/10/2026 Insight Wealth Strategies LLC122,642$12.06M1.2%+3.3%1.066%
7/9/2026 Focus Financial Network Inc.2,221$220K0.0%N/A0.019%
7/7/2026 Avior 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%
6/3/2026 NewEdge Advisors LLC1,397$121K0.0%+45.1%0.013%
5/21/2026 Raab & 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%
5/13/2026 Cetera Investment Advisers109,471$9.49M0.0%+675.4%1.014%
5/8/2026 PNC Financial Services Group Inc.1,365$118K0.0%-43.5%0.013%
5/8/2026 Summit Global Investments6,729$583K0.0%N/A0.062%
5/8/2026 Cassaday & Co Wealth Management LLC977$85K0.0%N/A0.009%
5/5/2026 D.A. Davidson & CO.18,816$1.63M0.0%-6.6%0.174%
5/4/2026Lifeworks Advisors LLC3,473$301K0.0%N/A0.032%
5/1/2026 Fifth Third Bancorp6,560$569K0.0%+462.1%0.061%
4/30/2026 Kestra Advisory Services LLC6,303$546K0.0%+10.0%0.058%
4/28/2026 Raleigh Capital Management Inc.8,659$751K0.3%+865,800.0%0.079%
4/27/2026 Private Advisor Group LLC3,530$306K0.0%-3.7%0.032%
4/25/2026 Heritage Oak Wealth Advisors LLC6,117$530K0.2%N/A0.056%
4/24/2026 Root Financial Partners LLC696$60K0.0%+36.5%0.006%
4/24/2026 American Institute for Advanced Investment Management LLP5,351$464K0.3%N/A0.049%
4/22/2026 Janney Montgomery Scott LLC6,865$595K0.0%-34.0%0.063%
4/22/2026 Cornerstone Wealth Group LLC2,847$246K0.0%+13.7%0.026%
4/20/2026Brown Lisle Cummings Inc.2,196$190K0.0%-7.6%0.020%
4/17/2026 AdvisorNet Financial Inc40,993$3.55M0.2%+2.5%0.374%
4/17/2026 Matthew Goff Investment Advisor LLC3,615$313K0.1%N/A0.033%
4/17/2026 FFG Partners LLC3,605$312K0.1%N/A0.033%
4/16/2026 Lee Johnson Capital Management LLC18,493$1.60M0.6%N/A0.169%
3/17/2026 Rockefeller Capital Management L.P.6,415$544K0.0%-39.8%0.057%
3/9/2026 Corient Private Wealth LLC6,506$552K0.0%+3.1%0.058%
2/19/2026 Axxcess Wealth Management LLC9,062$769K0.0%+27.7%0.081%
2/19/2026 Corient 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%
2/18/2026 NewEdge Advisors LLC963$82K0.0%-20.5%0.009%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
2/18/2026 VestGen Advisors LLC23,549$2.00M0.1%N/A0.210%
2/17/2026EFG International AG447$38K0.0%N/A0.004%
2/17/2026 Cetera 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%
2/16/2026 Mariner LLC25,367$2.15M0.0%-4.0%0.226%
2/13/2026 Kestra Advisory Services LLC5,732$486K0.0%+21.4%0.051%
2/13/2026 Marshall Wace LLP14,338$1.22M0.0%N/A0.128%
2/13/2026 Acumen 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%
2/12/2026 Commonwealth Equity Services LLC26,515$2.25M0.0%-9.0%0.237%
2/12/2026 Steward Partners Investment Advisory LLC711$60K0.0%+125.7%0.006%
2/12/2026 Bank of Montreal Can22,473$1.91M0.0%+27.0%0.201%
2/12/2026 Hudock Inc.3,034$257K0.0%+3.9%0.027%
2/11/2026 Janney Montgomery Scott LLC10,401$882K0.0%+54.2%0.093%
2/11/2026 Capital Analysts LLC1,400$119K0.0%+118.1%0.013%
2/11/2026 Commonwealth Retirement Investments LLC6,146$521K0.2%N/A0.055%
2/11/2026 LPL Financial LLC137,747$11.69M0.0%+21.3%1.230%
2/11/2026 O Shaughnessy Asset Management LLC463$39K0.0%+35.0%0.004%
2/11/2026 JPMorgan 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%
2/10/2026 Spinnaker Trust15,849$1.34M0.1%-12.7%0.142%
2/10/2026 Root Financial Partners LLC510$43K0.0%+88.9%0.005%
2/10/2026 One 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%
2/10/2026 BNP Paribas Financial Markets103,016$8.74M0.0%+3.0%0.920%
2/10/2026 Blueline Advisors LLC480$41K0.0%N/A0.004%
2/10/2026 Concord Investment Counsel Inc.50,022$4.24M1.4%-3.3%0.447%
2/10/2026 Northwestern 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%
2/9/2026 Ellerson Group Inc. ADV2,619$222K0.2%N/A0.023%
2/9/2026 Harbour Investments Inc.1,799$153K0.0%+260.5%0.016%
2/9/2026 Fisher Asset Management LLC2,825,644$239.70M0.1%-2.1%25.229%
2/9/2026 Accent Capital Management LLC500$42K0.0%N/A0.004%
2/6/2026 Axxcess Wealth Management LLC9,062$769K0.0%+27.7%0.081%
2/6/2026 Global Retirement Partners LLC837$71K0.0%+194.7%0.007%
2/6/2026 Prevail Innovative Wealth Advisors LLC53,387$4.53M0.8%N/A0.477%
2/6/2026 Banque Cantonale Vaudoise24,500$2.08M0.1%N/A0.219%
2/6/2026 PNC Financial Services Group Inc.2,416$205K0.0%-40.7%0.022%
2/6/2026 Csenge Advisory Group3,200$271K0.0%N/A0.029%
2/6/2026 Aviance Capital Partners LLC2,412$205K0.0%N/A0.022%
2/6/2026 HighTower Advisors LLC9,080$770K0.0%-2.1%0.081%
2/5/2026 AlphaCore Capital LLC3,090$262K0.0%N/A0.028%
2/3/2026 Financial Partners Group Inc3,753$325K0.0%N/A0.034%
2/3/2026 Patten & Patten Inc. TN26,755$2.27M0.1%+1.4%0.239%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC22,429$1.90M0.0%+4.3%0.200%
2/3/2026Anfield Capital Management LLC117,965$10.01M3.2%N/A1.053%
2/2/2026 Truist Financial Corp8,613$731K0.0%-2.8%0.077%
2/2/2026 Advisors Preferred LLC1,655$140K0.0%N/A0.015%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

1/29/2026Comerica Bank6,330$537K0.0%+204.0%0.056%
1/29/2026 D.A. Davidson & CO.20,148$1.71M0.0%N/A0.179%
1/29/2026 UBS Group AG38,810$3.29M0.0%+15.0%0.345%
1/29/2026 Concurrent Investment Advisors LLC2,862$243K0.0%N/A0.025%
1/29/2026 NBC Securities Inc.630$53K0.0%+46.5%0.006%
1/28/2026 Arkansas Financial Group Inc.7,135$605K0.1%-3.8%0.063%
1/28/2026 Kingswood Wealth Advisors LLC3,900$331K0.0%+25.8%0.035%
1/27/2026 TD Waterhouse Canada Inc.870$74K0.0%+34.9%0.008%
1/27/2026 Institute for Wealth Management LLC.11,273$956K0.1%+6.7%0.100%
1/26/2026 Cornerstone Wealth Group LLC2,505$213K0.0%N/A0.022%


IHE Institutional Ownership - Frequently Asked Questions

During the previous two years, 169 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), JPMorgan Chase & Co. ($18.05M), Rockport Wealth LLC ($12.09M), Insight Wealth Strategies LLC ($12.06M), and LPL Financial LLC ($11.69M).Learn more on iShares U.S. Pharmaceuticals ETF's institutional investors.

Of the 149 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), BNP Paribas Financial Markets ($203.02K), Rockport Wealth LLC ($182.32K), 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 1,515,613 shares in the last 24 months. This purchase volume represents approximately $128.63M in transactions.

Of the 41 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), BNP Paribas Financial Markets ($100K), Goldman Sachs Group Inc. ($62.89K), Royal Bank of Canada ($40.68K), Citadel Advisors LLC ($31.49K), Susquehanna International Group LLP ($27.73K), and CX Institutional ($15.82K).

Institutional investors have sold a total of 519,103 shares in the last 24 months. This volume of shares sold represents approximately $40.73M 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 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners