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Disclosery

IHE ISHARES TR

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U.S. PHARMA ETF (fund)

155 managers (155 13F filers) reported a position in IHE shares at 2024-12-31, 5,480,353 shares in all. 21 filers opened a position and 16 filers sold out during the quarter.

Managers
155
13F filers
155
New
21
Added
42
Reduced
32
Sold out
16
Shares held by filers
5,480,353

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC3,226,694$212M0.08%-125,55013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY380,621$25M<0.01%+153,53713F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO188,567$12.4M<0.01%+180,28513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/164,218$10.8M<0.01%+9,08613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA101,659$6.68M<0.01%+14,57413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC100,000$6.57M<0.01%+29,37413F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC91,967$6.04M0.01%-2,41013F-HRTimelineGroup
LPL Financial LLC81,188$5.34M<0.01%-9,20613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,052$4.47M<0.01%13F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP67,400$4.43M0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN59,880$3.94M<0.01%-1,49213F-HRTimelineGroup
Pallas Capital Advisors LLC58,258$3.83M0.16%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,248$2.65M<0.01%+2,10613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP37,562$2.47M0.04%-2,94513F-HRTimeline
UBS Group AGin group UBS Group AG35,701$2.35M<0.01%-1,16313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,916$2.23M<0.01%+1,40713F-HRTimelineGroup
Merit Financial Group, LLC31,191$2.05M0.04%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,913$2.03M<0.01%+13,20913F-HRTimelineGroup
One Capital Management, LLC29,526$1.94M0.06%+3,77713F-HRTimeline
Mariner, LLCin group Mariner, LLC27,153$1.78M<0.01%-1,31913F-HRTimelineGroup
PATTEN & PATTEN INC/TN27,018$1.78M0.12%+1,20513F-HRTimeline
Canal Capital Management, LLC20,504$1.35M0.22%new13F-HRTimeline
Beacon Pointe Advisors, LLC20,485$1.35M0.01%+40913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC20,155$1.32M0.18%+2513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,708$1.23M<0.01%+13,59213F-HRTimelineGroup
SPINNAKER TRUST18,154$1.19M0.08%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC14,715$967K0.03%new13F-HRTimeline
Massachusetts Wealth Management14,460$950K0.59%-9013F-HRTimeline
Integrated Wealth Concepts LLC13,931$916K0.01%-1,16213F-HRTimeline
Creative Planningin group Creative Planning13,922$915K<0.01%+7,27713F-HRTimelineGroup
HighTower Advisors, LLC13,653$897K<0.01%+26113F-HRTimeline
Texas Yale Capital Corp.13,430$883K0.04%013F-HRTimeline
FMR LLCin group FMR LLC13,325$876K<0.01%-25613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,926$849K<0.01%+7,41213F-HRTimelineGroup
Asset Management Group, Inc.12,656$832K0.15%+4013F-HRTimeline
Cetera Investment Advisers11,848$779K<0.01%-14513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,246$739K<0.01%+3,57613F-HRTimelineGroup
Institute for Wealth Management, LLC.10,992$722K0.09%-3513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,824$711K<0.01%-2,60613F-HRTimelineGroup
Orion Porfolio Solutions, LLC10,465$688K0.01%+32113F-HRTimeline
Orion Portfolio Solutions, LLC10,465$688K0.01%+32113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,803$661K<0.01%+16,37113F-HR/ATimelineGroup
Family Firm, Inc.10,054$661K0.15%+3113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,555$628K<0.01%new13F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.8,500$559K0.03%+4,96313F-HRTimelineGroup
Commonwealth Retirement Investments LLC8,157$536K0.22%new13F-HRTimeline
Sabal Trust CO7,461$490K0.03%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.6,923$455K0.07%-1,74613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,786$446K0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC6,699$440K<0.01%+26113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION6,396$420K0.04%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,227$409K0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,040$397K<0.01%new13F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC5,574$366K0.03%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,509$362K<0.01%new13F-HR/ATimelineGroup
Capital Investment Advisors, LLC5,386$354K0.01%+1,75113F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,372$353K0.01%-56713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,230$344K<0.01%+96613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,178$340K0.01%+67513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,125$337K<0.01%-20713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,025$330K<0.01%+17113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,001$329K0.01%+1,60713F-HRTimeline
Private Advisor Group, LLC4,753$312K<0.01%-1,45513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,618$303K<0.01%-43,66713F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC4,599$302K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,568$300K0.01%+90613F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP4,561$300K0.02%+1,51513F-HRTimeline
Advisory Services Network, LLC4,439$292K0.01%+29313F-HRTimeline
Welch Group, LLC4,358$285K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,298$282K<0.01%+1,06513F-HR/ATimeline
Stonebrook Private Inc.4,219$277K0.07%new13F-HRTimeline
Federation des caisses Desjardins du Qu…4,175$274K<0.01%013F-HRTimeline
Northeast Financial Consultants Inc4,140$272K0.01%013F-HRTimeline
SCOTIA CAPITAL INC.4,123$271K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,065$267K<0.01%+81113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,011$264K<0.01%+2113F-HRTimeline
Strive Asset Management, LLC3,949$260K0.19%13F-HRTimeline
Waverly Advisors, LLC3,910$257K<0.01%+1013F-HRTimeline
Kraft, Davis & Associates, LLC3,558$251K0.07%-24,65113F-HRTimeline
Sunbelt Securities, Inc.3,702$242K0.02%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC3,615$238K0.04%013F-HRTimeline
&PARTNERS3,556$234K<0.01%-39813F-HRTimeline
Guardian Asset Advisors, LLC3,514$231K0.15%-15713F-HRTimeline
Apexium Financial, LP3,470$228K0.01%+513F-HRTimeline
Sequoia Financial Advisors, LLC3,433$226K<0.01%+55013F-HR/ATimeline
AFT, FORSYTH & COMPANY, INC.3,421$225K0.11%-10313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,327$219K0.01%13F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.3,300$217K0.05%013F-HRTimelineGroup
V2 Financial group LLC3,300$217K0.13%013F-HRTimeline
CIBC WORLD MARKET INC.3,215$211K<0.01%new13F-HRTimeline
SPC Financial, Inc.3,192$210K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC3,057$201K<0.01%-4813F-HRTimeline
Manchester Capital Management LLC3,000$197K0.02%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,700$177K0.02%013F-HRTimelineGroup
Runnymede Capital Advisors, Inc.2,490$164K0.14%13F-HRTimeline
COMERICA BANK2,466$162K<0.01%+46213F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,256$148K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.2,247$148K0.04%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,241$147K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC2,186$144K<0.01%-83113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,575$104K<0.01%+46413F-HRTimelineGroup
Allworth Financial LP1,430$95.4K<0.01%-42313F-HRTimeline
Bruce G. Allen Investments, LLC1,391$91.4K0.07%+413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,209$79.5K<0.01%+713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,065$70K<0.01%013F-HRTimelineGroup
MAI Capital Management928$61K<0.01%new13F-HRTimeline
Realta Investment Advisors900$59.3K0.02%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.900$59.1K<0.01%013F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC900$59.1K0.02%013F-HRTimeline
Geneos Wealth Management Inc.798$52.4K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC750$49.3K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.645$42.3K<0.01%-8,31513F-HRTimeline
Union Bancaire Privee, UBP SA660$41.6K<0.01%13F-HR/ATimeline
ISLAY CAPITAL MANAGEMENT, LLC630$41.4K0.03%013F-HRTimeline
TRUST CO OF VERMONT609$40K<0.01%013F-HRTimeline
Piscataqua Savings Bank498$32.7K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC450$29.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC432$28.4K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.429$28.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/410$26.9K<0.01%-2813F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC390$25.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\384$25.2K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd382$25.1K<0.01%-53313F-HRTimeline
Atala Financial Inc378$24.8K0.02%13F-HRTimeline
AMERIFLEX GROUP, INC.291$20.2K0.01%13F-HRTimeline
Global Retirement Partners, LLC301$19.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.300$19.7K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC300$19.7K<0.01%013F-HRTimeline
IFP Advisors, Inc285$18.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV259$17.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC244$16K<0.01%-2913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…225$14.8K<0.01%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC210$13.8K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources198$13K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp189$12.4K0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC180$11.8K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…168$11.2K<0.01%-37513F-HRTimeline
Steward Partners Investment Advisory, L…162$10.6K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC150$10K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC135$8.87K<0.01%013F-HRTimeline
EPG Wealth Management LLC105$6.9K<0.01%013F-HRTimeline
Modus Advisors, LLC99$6.51K<0.01%new13F-HRTimeline
AE Wealth Management LLC93$6.12K<0.01%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …87$6.05K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC90$5.92K<0.01%013F-HRTimeline
Continuum Advisory, LLC87$5.72K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC86$5.67K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC86$5.65K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.84$5.52K<0.01%013F-HR/ATimeline
REAP Financial Group, LLC63$4.15K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.55$3.64K<0.01%13F-HRTimeline
Blue Trust, Inc.23$1.51K<0.01%new13F-HR/ATimeline
Farther Finance Advisors, LLC14$923<0.01%-2,46813F-HRTimeline
North Star Investment Management Corp.11$696<0.01%-1213F-HRTimeline
Raleigh Capital Management Inc.1$65<0.01%013F-HRTimeline