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

iShares U.S. Pharmaceuticals ETF logo
$100.96 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$151.73M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$53.42M
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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
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%
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%
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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%
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%
2/6/2026PNC Financial Services Group Inc.2,416$205K0.0%-40.7%0.022%
2/6/2026Csenge Advisory Group3,200$271K0.0%N/A0.029%
2/6/2026Aviance Capital Partners LLC2,412$205K0.0%N/A0.022%
2/6/2026HighTower Advisors LLC9,080$770K0.0%-2.1%0.081%
2/5/2026AlphaCore Capital LLC3,090$262K0.0%N/A0.028%
2/3/2026Financial Partners Group Inc3,753$325K0.0%N/A0.034%
2/3/2026Patten & Patten Inc. TN26,755$2.27M0.1%+1.4%0.239%
2/3/2026GRIMES & 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%
2/2/2026Truist Financial Corp8,613$731K0.0%-2.8%0.077%
2/2/2026Advisors Preferred LLC1,655$140K0.0%N/A0.015%
1/29/2026Comerica Bank6,330$537K0.0%+204.0%0.056%
1/29/2026D.A. Davidson & CO.20,148$1.71M0.0%N/A0.179%
1/29/2026UBS Group AG38,810$3.29M0.0%+15.0%0.345%
1/29/2026Concurrent Investment Advisors LLC2,862$243K0.0%N/A0.025%
1/29/2026NBC Securities Inc.630$53K0.0%+46.5%0.006%
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1/28/2026Arkansas Financial Group Inc.7,135$605K0.1%-3.8%0.063%
1/28/2026Kingswood Wealth Advisors LLC3,900$331K0.0%+25.8%0.035%
1/27/2026TD Waterhouse Canada Inc.870$74K0.0%+34.9%0.008%
1/27/2026Institute for Wealth Management LLC.11,273$956K0.1%+6.7%0.100%
1/26/2026Cornerstone Wealth Group LLC2,505$213K0.0%N/A0.022%
1/26/2026CWM LLC776$66K0.0%+128.9%0.007%
1/26/2026Childress Capital Advisors LLC12,000$1.02M0.2%N/A0.107%
1/26/2026Massachusetts Wealth Management15,230$1.29M0.6%-1.6%0.135%
1/23/2026Farther Finance Advisors LLC1,312$111K0.0%N/A0.012%
1/23/2026Assetmark Inc.465$39K0.0%+203.9%0.004%


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), McElhenny Sheffield Capital Management LLC ($18.94M), JPMorgan Chase & Co. ($18.05M), Aptus Capital Advisors LLC ($12.17M), and Rockport Wealth LLC ($12.09M).Learn more on iShares U.S. Pharmaceuticals ETF's institutional investors.

Of the 152 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), McElhenny Sheffield Capital Management LLC ($285.61K), BNP Paribas Financial Markets ($203.02K), Aptus Capital Advisors LLC ($183.44K), Rockport Wealth LLC ($182.32K), and Raymond James Financial Inc. ($138.06K).

Institutional investors have bought a total of 1,874,417 shares in the last 24 months. This purchase volume represents approximately $151.73M 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 ($317.31K), 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 Bank of America Corp DE ($26.12K).

Institutional investors have sold a total of 717,134 shares in the last 24 months. This volume of shares sold represents approximately $53.42M in transactions.



This page (NYSEARCA:IHE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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