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Disclosery

IHE ISHARES TR

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U.S. PHARMA ETF (fund)

208 managers (209 13F filers) reported a position in IHE shares at 2026-06-30, 7,341,233 shares in all. 34 filers opened a position and 20 filers sold out during the quarter.

Managers
208
13F filers
209
New
34
Added
56
Reduced
52
Sold out
20
Shares held by filers
7,341,233

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Fisher Asset Management, LLC2,732,837$271M0.08%-34,52213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/862,713$85.4M0.01%+406,10713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO553,812$55.5M<0.01%+178,06613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY457,623$45.3M<0.01%-22,64513F-HRTimelineGroup
LPL Financial LLC230,925$22.9M0.01%+60,73713F-HRTimeline
TD Asset Management Inc192,500$19.1M0.02%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…190,000$18.8M0.04%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC185,841$18.4M<0.01%+105,93313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA135,148$13.4M<0.01%+18,85513F-HRTimelineGroup
Insight Wealth Strategies, LLC122,642$12.1M1.18%+3,95013F-HRTimeline
UBS Group AGgroup of 2 filers holding110,388$10.9M+70,357Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,451$7.47M<0.01%+5,51913F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC75,432$7.47M0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,836$7.11M<0.01%+5,09813F-HRTimelineGroup
Monument Capital Management60,787$6.02M1.21%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS52,491$5.2M<0.01%-79813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…52,448$5.19M0.04%-4,74013F-HRTimelineGroup
Concord Investment Counsel Inc.49,456$4.89M1.34%+29813F-HRTimeline
Accurate Wealth Management, LLC47,786$4.8M0.46%new13F-HRTimeline
GFS Advisors, LLC270$4.73M0.73%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,401$4.3M<0.01%-17,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,731$4.13M<0.01%-5,11113F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC37,534$3.72M0.01%new13F-HRTimelineGroup
FFG Partners, LLC35,599$3.52M1.01%+31,99413F-HRTimeline
Beacon Pointe Advisors, LLC35,469$3.51M0.02%-1,19713F-HRTimeline
Merit Financial Group, LLC31,245$3.09M0.02%-7813F-HR/ATimeline
PEAPACK GLADSTONE FINANCIAL CORP30,321$3M0.03%-83813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,020$2.58M<0.01%+12,89413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC25,914$2.57M<0.01%-79013F-HRTimeline
PATTEN & PATTEN INC/TN24,815$2.46M0.13%-1,72513F-HRTimeline
Mariner, LLCin group Mariner, LLC24,775$2.45M<0.01%-14713F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.23,489$2.33M0.3%+14,47813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,455$2.22M0.05%new13F-HRTimelineGroup
Wagner Wealth Management, Corp20,933$2.07M1.67%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC20,360$2.02M0.19%+2413F-HRTimeline
FMR LLCin group FMR LLC20,171$2M<0.01%+35713F-HRTimelineGroup
Cetera Investment Advisers19,565$1.94M<0.01%-89,90613F-HRTimeline
D.A. DAVIDSON & CO.19,008$1.88M0.01%+19213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,639$1.85M<0.01%+3,09113F-HRTimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC17,707$1.75M0.55%-78613F-HRTimeline
SPINNAKER TRUST15,849$1.57M0.08%013F-HRTimeline
Massachusetts Wealth Management14,625$1.45M0.55%-19513F-HRTimeline
Asset Management Group, Inc.12,997$1.29M0.19%+4013F-HRTimeline
STRATEGY ASSET MANAGERS LLC12,221$1.21M0.18%new13F-HRTimeline
Brendel Financial Advisors LLC11,958$1.18M0.55%new13F-HRTimeline
One Capital Management, LLC13,205$1.14M0.03%013F-HRTimeline
Texas Yale Capital Corp.11,525$1.14M0.02%-70013F-HRTimeline
Institute for Wealth Management, LLC.11,310$1.12M0.1%+6613F-HRTimeline
Arax Advisory Partners10,068$997K0.01%+9,51313F-HRTimeline
Schuylkill Financial LLC10,018$992K0.92%13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC10,000$990K0.05%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,721$962K<0.01%+70113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,673$958K<0.01%-27,80913F-HRTimelineGroup
HighTower Advisors, LLC9,572$948K<0.01%-7413F-HRTimeline
SeaBridge Investment Advisors LLC9,341$925K0.13%-2613F-HRTimeline
Creative Planningin group Creative Planning9,262$917K<0.01%+2,41813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC9,211$912K<0.01%+6,07113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,093$900K0.01%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments8,822$873K0.05%+2,09313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,510$843K<0.01%-10313F-HRTimelineGroup
CIBC WORLD MARKET INC.8,250$817K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,820$774K<0.01%-2113F-HRTimelineGroup
Banque Transatlantique SAin group Banque Transatlantique SA7,587$751K0.02%new13F-HRTimelineGroup
Lynx Investment Advisory7,322$725K0.24%+45513F-HRTimeline
HARBOUR INVESTMENTS, INC.7,077$701K0.01%-2613F-HRTimeline
MONECO ADVISORS, LLC6,916$685K0.04%+2,53213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,786$672K0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,773$671K<0.01%+21313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,661$669K<0.01%+41513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,561$650K<0.01%+7213F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,489$642K<0.01%+18613F-HRTimelineGroup
Capital Investment Advisors, LLC6,415$635K0.01%+89013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,315$625K<0.01%-10013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…6,215$615K<0.01%+43513F-HRTimeline
Janney Montgomery Scott LLC6,138$608K<0.01%-72713F-HRTimeline
Private Advisor Group, LLC6,077$602K<0.01%+2,54713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,813$576K<0.01%+16113F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,770$571K<0.01%-2,15113F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC5,627$565K0.07%13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,574$552K0.03%013F-HRTimeline
American Institute for Advanced Investm…5,457$540K0.31%+10613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,323$527K<0.01%013F-HRTimeline
SG Americas Securities, LLC5,296$524K<0.01%new13F-HRTimeline
Waverly Advisors, LLC4,980$493K<0.01%+92813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,976$493K0.01%+413F-HRTimelineGroup
Baker Avenue Asset Management, LP4,924$488K0.01%-97013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,567$452K0.01%+1313F-HRTimeline
Kesler, Norman & Wride, LLC4,490$445K0.07%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,481$444K0.02%+8313F-HRTimeline
Avior Wealth Management, LLC4,271$423K0.01%-8,58513F-HRTimeline
Foundations Investment Advisors, LLC4,029$399K<0.01%-685,24513F-HRTimeline
Raab & Moskowitz Asset Management LLC3,779$374K0.08%013F-HRTimeline
Financial Partners Group, Inc3,765$373K0.04%+3413F-HRTimeline
Madison Wealth Partners, Inc3,748$371K0.05%+1113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,674$363K0.02%+62813F-HRTimeline
Matthew Goff Investment Advisor, LLC3,615$358K0.06%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,560$352K<0.01%+613F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.3,454$342K0.16%+713F-HRTimeline
Cambridge Investment Research Advisors,…3,367$333K<0.01%-3,15213F-HR/ATimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,327$329K0.01%013F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.3,300$327K0.07%013F-HRTimelineGroup
V2 Financial group LLC3,300$327K0.12%013F-HRTimeline
Hudock, Inc.3,234$320K0.04%+1413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,060$303K0.01%013F-HRTimeline
Manchester Capital Management LLC3,000$297K0.04%013F-HRTimeline
Commonwealth Retirement Investments LLC2,967$294K0.08%-32313F-HRTimeline
Private Capital Management, LLC2,945$292K0.03%013F-HRTimeline
Advisory Services Network, LLC2,918$289K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,860$283K<0.01%-1713F-HRTimelineGroup
Lifeworks Advisors, LLC2,813$279K0.03%-66013F-HRTimeline
Cornerstone Wealth Group, LLC2,796$277K0.02%-5113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,700$267K0.01%013F-HRTimelineGroup
ELLERSON GROUP INC /ADV2,619$259K0.15%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,582$256K<0.01%-2413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,571$255K0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth2,510$249K<0.01%-3213F-HRTimelineGroup
Cadent Capital Advisors, LLC2,503$248K0.05%-59,11313F-HRTimeline
&PARTNERS2,458$243K<0.01%new13F-HRTimeline
Aviance Capital Partners, LLC2,412$239K0.02%013F-HRTimeline
Wealthspire Advisors, LLC2,377$235K<0.01%+113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,336$231K<0.01%+32913F-HRTimelineGroup
Runnymede Capital Advisors, Inc.2,310$229K0.14%013F-HRTimeline
Focus Financial Network, Inc.2,221$220K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,158$214K<0.01%+35913F-HRTimeline
Prism Advisors, Inc.2,108$209K0.05%new13F-HRTimeline
Chicago Partners Investment Group LLC2,045$209K<0.01%new13F-HRTimeline
Aprio Wealth Management, LLC2,100$208K0.01%new13F-HRTimeline
GeoWealth Management, LLC1,511$150K<0.01%new13F-HRTimeline
Allworth Financial LP1,490$148K<0.01%-9913F-HRTimeline
Integrity Financial Corp /WA1,434$142K0.07%013F-HRTimeline
Bruce G. Allen Investments, LLC1,429$141K0.09%+513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,416$140K<0.01%+1,15513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,365$135K<0.01%013F-HRTimelineGroup
Acumen Wealth Advisors, LLC1,364$135K0.03%-11613F-HRTimeline
AlphaCore Capital LLC1,290$128K<0.01%-1,80013F-HRTimeline
Cassaday & Co Wealth Management LLC977$96.7K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.900$89.1K0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.870$85.5K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC846$83.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC841$83.3K<0.01%13F-HRTimeline
AE Wealth Management LLC814$80.6K<0.01%+3913F-HRTimeline
Geneos Wealth Management Inc.798$79K<0.01%013F-HRTimeline
NewEdge Advisors, LLC762$75.4K<0.01%-63513F-HRTimeline
Integrated Wealth Concepts LLC758$75.1K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.743$73.6K<0.01%+21613F-HRTimeline
Capital Advisor Network LLC713$70.6K0.09%new13F-HRTimeline
Steward Partners Investment Advisory, L…697$69K<0.01%-60213F-HRTimeline
LANARK FINANCIAL, INC.685$67.8K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC642$64K<0.01%-75013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC630$62.4K0.03%013F-HRTimeline
TRUST CO OF VERMONT609$60.3K<0.01%13F-HRTimeline
Union Bancaire Privee, UBP SA660$57.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC579$57.3K<0.01%+11413F-HRTimelineGroup
Accent Capital Management, LLC500$49.5K0.02%013F-HRTimeline
Piscataqua Savings Bank498$49.3K0.03%013F-HRTimeline
AdvisorNet Financial, Inc493$48.8K<0.01%-40,50013F-HRTimeline
BLUELINE ADVISORS LLC480$47.5K0.03%013F-HRTimeline
Regatta Research & Money Management480$47.5K0.04%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC463$45.8K<0.01%-18213F-HRTimeline
HHM Wealth Advisors, LLC450$44.6K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC450$44.6K<0.01%013F-HRTimelineGroup
CX Institutional432$43K<0.01%-15,82013F-HRTimeline
Clearstead Advisors, LLC429$42.5K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.389$38.5K0.01%-8,27013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS330$32.7K<0.01%new13F-HRTimeline
Fairscale Capital, LLC303$30K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL300$29.7K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC300$29.7K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.291$28.8K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/281$27.8K<0.01%+2013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV266$26.4K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.233$23K0.02%-18513F-HRTimeline
Qube Research & Technologies Ltd231$22.9K<0.01%-14713F-HRTimeline
Meramec Financial Planners, LLC212$21.8K0.01%+113F-HRTimeline
Cordgrass Capital Advisors, LLC210$20.8K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources198$19.6K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA190$18.8K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…188$18.6K<0.01%-25313F-HRTimelineGroup
Godfrey Financial Associates, Inc.177$17.5K0.01%013F-HRTimeline
Abound Wealth Management168$16.6K<0.01%013F-HRTimeline
High Point Wealth Management, LLC153$15.2K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management150$14.9K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC150$14.9K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC144$14.3K<0.01%new13F-HRTimelineGroup
Realta Investment Advisors144$14.3K<0.01%-6013F-HRTimeline
JFS WEALTH ADVISORS, LLC129$12.8K<0.01%new13F-HRTimeline
Turim 21 Investimentos Ltda.109$10.8K<0.01%013F-HRTimeline
EPG Wealth Management LLC108$10.7K<0.01%+113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …105$10.5K<0.01%new13F-HRTimelineGroup
Highland Investment Advisors LLC105$10.4K<0.01%13F-HRTimeline
IFP Advisors, Inc101$10K<0.01%-60313F-HRTimeline
SHP Wealth Management100$9.9K<0.01%013F-HRTimeline
Larson Financial Group LLC96$9.51K<0.01%013F-HRTimeline
Bravera Wealth92$9.11K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC90$8.91K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC87$8.63K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC84$8.32K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.84$8.32K<0.01%013F-HRTimeline
YANKCOM Partnership81$8.02K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.72$7.13K<0.01%013F-HRTimeline