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Disclosery

IHE ISHARES TR

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U.S. PHARMA ETF (fund)

149 managers (150 13F filers) reported a position in IHE shares at 2025-03-31, 4,887,222 shares in all. 18 filers opened a position and 21 filers sold out during the quarter.

Managers
149
13F filers
150
New
18
Added
33
Reduced
44
Sold out
21
Shares held by filers
4,887,222

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC3,142,949$222M0.1%-83,74513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY211,984$15M<0.01%-168,63713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/140,830$9.94M<0.01%-23,38813F-HRTimelineGroup
LPL Financial LLC119,866$8.46M<0.01%+38,67813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC104,815$7.4M<0.01%+4,81513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA101,984$7.2M<0.01%+32513F-HR/ATimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC91,067$6.43M0.01%-90013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,025$4.59M<0.01%+5,14513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC61,609$4.35M<0.01%-6,44313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,083$3.39M0.01%+43,46513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC36,844$2.6M<0.01%-3,40413F-HRTimeline
UBS Group AGin group UBS Group AG36,666$2.59M<0.01%+96513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…35,935$2.54M0.01%+2,01913F-HR/ATimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP34,094$2.41M0.04%-3,46813F-HRTimeline
Merit Financial Group, LLC31,191$2.2M0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,712$2.04M<0.01%-1,20113F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC27,282$1.93M<0.01%+12913F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding27,066$1.91M+26,868Timeline
PATTEN & PATTEN INC/TN26,653$1.88M0.13%-36513F-HRTimeline
One Capital Management, LLC22,943$1.62M0.05%-6,58313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,400$1.58M<0.01%+3,69213F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC20,187$1.42M0.19%+3213F-HRTimeline
Beacon Pointe Advisors, LLC19,885$1.4M0.02%-60013F-HRTimeline
SPINNAKER TRUST18,154$1.28M0.08%013F-HRTimeline
Massachusetts Wealth Management15,395$1.09M0.74%+93513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,388$1.02M0.03%new13F-HRTimelineGroup
HighTower Advisors, LLC13,377$944K<0.01%-27613F-HRTimeline
Texas Yale Capital Corp.12,930$912K0.04%-50013F-HRTimeline
Asset Management Group, Inc.12,708$897K0.17%+5213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,584$888K<0.01%-175,98313F-HRTimelineGroup
FMR LLCin group FMR LLC12,103$854K<0.01%-1,22213F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd11,838$835K0.02%+5,61113F-HRTimelineGroup
Cetera Investment Advisers11,715$827K<0.01%-13313F-HRTimeline
Institute for Wealth Management, LLC.11,283$796K0.1%+29113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,109$713K<0.01%+55413F-HRTimelineGroup
Family Firm, Inc.9,691$684K0.15%-36313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,852$625K<0.01%-2,39413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,395$592K<0.01%-2,42913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,265$584K<0.01%-14,53813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,762$548K<0.01%-5,16413F-HRTimelineGroup
Janney Montgomery Scott LLC7,251$512K<0.01%+55213F-HRTimeline
GTS SECURITIES LLC7,208$509K0.02%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,030$496K0.01%+2,02913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,786$479K0.01%013F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION6,396$451K0.04%013F-HRTimeline
Creative Planningin group Creative Planning6,329$447K<0.01%-7,59313F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.6,713$409K0.07%-21013F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC5,574$393K0.03%013F-HRTimeline
Capital Investment Advisors, LLC5,536$391K0.01%+15013F-HRTimeline
TWO SIGMA SECURITIES, LLC5,511$389K0.06%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,372$379K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,264$371K<0.01%+13913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,084$359K<0.01%+5913F-HRTimeline
Raab & Moskowitz Asset Management LLC4,803$339K0.09%+20413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,697$331K0.01%-48113F-HRTimelineGroup
Private Advisor Group, LLC4,654$328K<0.01%-9913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,565$322K0.01%-313F-HRTimelineGroup
Advisory Services Network, LLC4,296$303K0.01%-14313F-HRTimeline
Federation des caisses Desjardins du Qu…4,175$295K<0.01%013F-HRTimeline
Northeast Financial Consultants Inc4,140$292K0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,997$282K<0.01%-1,23313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,986$281K<0.01%-2513F-HRTimeline
Waverly Advisors, LLC3,910$276K<0.01%013F-HRTimeline
Matthew Goff Investment Advisor, LLC3,615$255K0.05%013F-HRTimeline
Apexium Financial, LP3,477$245K0.01%+713F-HRTimeline
Sequoia Financial Advisors, LLC3,433$242K<0.01%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,430$242K0.13%+913F-HRTimeline
Private Capital Management, LLC3,425$242K0.03%new13F-HRTimeline
&PARTNERS3,501$240K<0.01%-5513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,327$235K0.01%013F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.3,300$233K0.06%013F-HRTimelineGroup
V2 Financial group LLC3,300$233K0.15%013F-HRTimeline
MML INVESTORS SERVICES, LLC3,287$232K<0.01%+23013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.3,286$232K0.01%-5,21413F-HRTimelineGroup
Kraft, Davis & Associates, LLC3,558$231K0.07%013F-HRTimeline
GSA CAPITAL PARTNERS LLP3,101$219K0.02%-1,46013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,099$219K<0.01%-2,41013F-HR/ATimelineGroup
SPC Financial, Inc.3,090$218K0.02%-10213F-HRTimeline
COOKSON PEIRCE & CO INC3,034$214K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,028$214K<0.01%-1,03713F-HRTimelineGroup
Manchester Capital Management LLC3,000$212K0.03%013F-HRTimeline
Guardian Asset Advisors, LLC2,946$208K0.14%-56813F-HRTimeline
Strive Asset Management, LLC2,846$201K0.14%-1,10313F-HR/ATimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,700$191K0.02%013F-HRTimelineGroup
Runnymede Capital Advisors, Inc.2,370$167K0.16%-12013F-HRTimeline
COMERICA BANK2,360$167K<0.01%-10613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,247$159K0.05%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,242$158K<0.01%+113F-HRTimelineGroup
NewEdge Advisors, LLC2,163$153K<0.01%-2313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,256$148K<0.01%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC1,397$98.6K0.08%+613F-HRTimeline
Allworth Financial LP1,430$94.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,281$90.4K<0.01%+21613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,261$89K<0.01%+5213F-HRTimelineGroup
IFP Advisors, Inc944$66.6K<0.01%+65913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC932$66K<0.01%-64313F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.900$63.5K<0.01%013F-HRTimelineGroup
Realta Investment Advisors900$63.5K0.03%013F-HRTimeline
MAI Capital Management859$60.6K<0.01%-6913F-HRTimeline
Geneos Wealth Management Inc.798$56.3K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC750$52.9K0.01%013F-HRTimeline
Wayfinding Financial, LLC675$47K0.02%new13F-HRTimeline
Garde Capital, Inc.657$46.4K<0.01%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC630$44.5K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.645$43.6K<0.01%013F-HRTimeline
TRUST CO OF VERMONT609$43K<0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA660$41.8K<0.01%013F-HRTimeline
Piscataqua Savings Bank498$35.1K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC450$31.8K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC450$31.8K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.438$30.9K<0.01%+13813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC432$30.5K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.429$30.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.427$30K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/410$28.9K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC390$27.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\384$27.1K<0.01%013F-HRTimelineGroup
Atala Financial Inc378$26.7K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC327$23K<0.01%+8313F-HRTimelineGroup
DUNCKER STREETT & CO INC300$21.2K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.291$20.5K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV261$18.4K<0.01%+213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…225$15.9K<0.01%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC210$14.8K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC206$14.5K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd204$14.4K<0.01%-17813F-HRTimeline
Murphy & Mullick Capital Management Corp189$13.3K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC180$12.7K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…150$10.6K<0.01%new13F-HRTimelineGroup
Private Wealth Asset Management, LLC150$10.6K<0.01%13F-HRTimeline
Running Point Capital Advisors, LLC135$9.53K<0.01%013F-HRTimeline
EPG Wealth Management LLC105$7.44K<0.01%013F-HRTimeline
AE Wealth Management LLC93$6.57K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC90$6.35K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …87$6.14K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC87$6.14K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC86$6.09K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC86$6.09K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC86$6.05K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.84$5.93K<0.01%013F-HRTimeline
YANKCOM Partnership81$5.71K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.56$3.93K<0.01%+113F-HRTimeline
First Command Advisory Services, Inc.54$3.81K<0.01%new13F-HRTimeline
CX Institutional42$3K<0.01%new13F-HRTimeline
AlphaCore Capital LLC13$917<0.01%new13F-HRTimeline
North Star Investment Management Corp.11$751<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$70<0.01%013F-HRTimeline
Parallel Advisors, LLC1$67<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-16813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.