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Disclosery

IHE ISHARES TR

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U.S. PHARMA ETF (fund)

140 managers (140 13F filers) reported a position in IHE shares at 2025-06-30, 4,967,683 shares in all. 12 filers opened a position and 24 filers sold out during the quarter.

Managers
140
13F filers
140
New
12
Added
40
Reduced
38
Sold out
24
Shares held by filers
4,967,683

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC2,976,691$195M0.08%-166,25813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS200,000$13.1M0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY183,115$12M<0.01%-28,86913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC138,478$9.08M<0.01%+33,66313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/121,669$7.97M<0.01%-19,16113F-HRTimelineGroup
LPL Financial LLC117,808$7.72M<0.01%-2,05813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA116,187$7.62M<0.01%+14,20313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO110,936$7.27M<0.01%+98,35213F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC75,432$4.94M0.01%-15,63513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC63,564$4.17M<0.01%+1,95513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN44,470$2.91M<0.01%-20,55513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,566$2.79M<0.01%-5,51713F-HRTimelineGroup
UBS Group AGin group UBS Group AG41,406$2.71M<0.01%+4,74013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,321$2.51M<0.01%+15,92113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…37,636$2.47M0.01%+1,70113F-HR/ATimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP32,835$2.15M0.03%-1,25913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,565$2.13M<0.01%-4,27913F-HRTimeline
Merit Financial Group, LLC31,323$2.05M0.02%+13213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,741$1.82M<0.01%-1,97113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC26,469$1.73M<0.01%-81313F-HRTimelineGroup
PATTEN & PATTEN INC/TN26,383$1.73M0.11%-27013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,658$1.55M<0.01%+19,66113F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC22,396$1.47M0.04%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC20,220$1.33M0.16%+3313F-HRTimeline
Beacon Pointe Advisors, LLC19,985$1.31M0.01%+10013F-HRTimeline
One Capital Management, LLC19,866$1.3M0.05%-3,07713F-HRTimeline
SPINNAKER TRUST18,154$1.19M0.07%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,116$1.19M0.03%+3,72813F-HRTimelineGroup
Massachusetts Wealth Management15,720$1.03M0.58%+32513F-HRTimeline
HighTower Advisors, LLC14,066$922K<0.01%+68913F-HRTimeline
Cetera Investment Advisers13,220$866K<0.01%+1,50513F-HRTimeline
Asset Management Group, Inc.12,769$837K0.15%+6113F-HRTimeline
Texas Yale Capital Corp.12,675$831K0.03%-25513F-HRTimeline
FMR LLCin group FMR LLC11,897$780K<0.01%-20613F-HRTimelineGroup
Institute for Wealth Management, LLC.11,198$734K0.08%-8513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,894$650K<0.01%+1,62913F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,600$629K<0.01%-50913F-HRTimelineGroup
Boothe Investment Group, Inc.9,189$602K0.23%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,104$593K<0.01%+25213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,633$566K<0.01%+23813F-HRTimelineGroup
Capital Investment Advisors, LLC7,124$467K0.01%+1,58813F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC7,063$463K0.01%+3313F-HRTimeline
Janney Montgomery Scott LLC6,829$448K<0.01%-42213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,786$445K0.01%013F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.6,713$440K0.07%013F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,686$438K<0.01%-1,07613F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC6,668$437K0.01%+1,29613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION6,396$419K0.04%013F-HRTimeline
Creative Planningin group Creative Planning6,127$402K<0.01%-20213F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC5,574$365K0.02%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,898$321K0.01%+20113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,810$315K<0.01%-27413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,790$314K<0.01%-47413F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC4,693$308K0.07%-11013F-HRTimeline
MML INVESTORS SERVICES, LLC4,615$302K<0.01%+1,32813F-HRTimeline
Federation des caisses Desjardins du Qu…4,375$287K<0.01%+20013F-HRTimeline
Private Advisor Group, LLC4,310$282K<0.01%-34413F-HRTimeline
Advisory Services Network, LLC4,178$275K<0.01%-11813F-HRTimeline
Northeast Financial Consultants Inc4,140$271K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,055$266K0.01%-51013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,967$264K<0.01%new13F-HRTimeline
Waverly Advisors, LLC3,910$256K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,865$253K<0.01%-12113F-HRTimeline
Sunbelt Securities, Inc.3,702$243K0.02%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC3,615$237K0.04%013F-HRTimeline
Apexium Financial, LP3,484$228K0.01%+713F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,440$225K0.12%+1013F-HRTimeline
Sequoia Financial Advisors, LLC3,433$225K<0.01%013F-HRTimeline
Private Capital Management, LLC3,425$224K0.02%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,327$218K0.01%013F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.3,300$216K0.05%013F-HRTimelineGroup
V2 Financial group LLC3,300$216K0.13%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,117$204K<0.01%+1813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC3,100$203K0.02%new13F-HRTimeline
SPC Financial, Inc.3,090$203K0.02%013F-HRTimeline
Manchester Capital Management LLC3,000$197K0.03%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,700$177K0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,574$169K0.01%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.2,376$156K0.04%+12913F-HRTimeline
COMERICA BANK2,122$139K<0.01%-23813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,899$124K<0.01%-34313F-HRTimelineGroup
Allworth Financial LP1,538$101K<0.01%+10813F-HRTimeline
Bruce G. Allen Investments, LLC1,404$92K0.07%+713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,281$84K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,212$79.4K<0.01%-95113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,167$76.5K<0.01%-9413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC932$61K<0.01%013F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.900$59K<0.01%013F-HRTimelineGroup
Realta Investment Advisors900$59K0.02%013F-HRTimeline
MAI Capital Management860$56.4K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.798$52.3K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC750$49.2K0.01%013F-HRTimeline
IFP Advisors, Inc704$46.2K<0.01%-24013F-HRTimeline
TD Waterhouse Canada Inc.645$42.7K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC630$41.3K0.03%013F-HRTimeline
TRUST CO OF VERMONT609$39.9K<0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA660$36.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.499$32.7K<0.01%+6113F-HRTimeline
Piscataqua Savings Bank498$32.6K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC450$29.5K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC450$29.5K0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.430$28K<0.01%+313F-HRTimeline
Harbor Asset Planning, Inc.412$27K0.03%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/410$26.8K<0.01%013F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC390$25.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\384$25.2K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC324$21.2K<0.01%-1,93213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…318$20.8K<0.01%+9313F-HRTimelineGroup
Steward Partners Investment Advisory, L…315$20.6K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC306$20.1K<0.01%-12613F-HRTimelineGroup
Fairscale Capital, LLC303$19.9K0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC300$19.7K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.291$19.2K0.01%013F-HRTimeline
Global Retirement Partners, LLC293$19.2K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV262$17.2K<0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC264$17K<0.01%-6313F-HRTimelineGroup
Cordgrass Capital Advisors, LLC210$13.8K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC199$13K<0.01%-713F-HRTimeline
Franklin Resourcesgroup of 2 filers holding198$13K-26,868Timeline
AE Wealth Management LLC156$10.2K<0.01%+6313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…150$9.83K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC150$9.83K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC135$8.85K<0.01%013F-HRTimeline
EPG Wealth Management LLC106$6.94K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC100$6.55K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC90$5.9K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …87$5.7K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC87$5.69K<0.01%+113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC87$5.69K<0.01%+113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC84$5.63K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC84$5.5K<0.01%-9613F-HRTimeline
SOA Wealth Advisors, LLC.84$5.5K<0.01%013F-HRTimeline
YANKCOM Partnership81$5.31K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.56$3.67K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.54$3.54K<0.01%013F-HRTimeline
CX Institutional29$2K<0.01%-1313F-HR/ATimeline
SIMPLEX TRADING, LLC24$1K<0.01%new13F-HRTimeline
North Star Investment Management Corp.11$700<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$65<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.