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Disclosery

IHE ISHARES TR

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U.S. PHARMA ETF (fund)

149 managers (149 13F filers) reported a position in IHE shares at 2025-09-30, 4,719,625 shares in all. 17 filers opened a position and 7 filers sold out during the quarter.

Managers
149
13F filers
149
New
17
Added
32
Reduced
44
Sold out
7
Shares held by filers
4,719,625

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC2,886,342$209M0.08%-90,34913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY187,760$13.6M<0.01%+4,64513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC145,765$10.6M<0.01%+7,28713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/114,709$8.32M<0.01%-6,96013F-HR/ATimelineGroup
LPL Financial LLC113,533$8.24M<0.01%-4,27513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO112,379$8.15M<0.01%+1,44313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA103,312$7.5M<0.01%-12,87513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,000$7.26M0.01%-100,00013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC75,432$5.47M0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC54,644$3.96M<0.01%-8,92013F-HRTimelineGroup
Concord Investment Counsel Inc.51,729$3.75M1.19%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,644$2.95M<0.01%-3,82613F-HRTimelineGroup
UBS Group AGin group UBS Group AG33,747$2.45M<0.01%-7,65913F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP32,221$2.34M0.03%-61413F-HRTimeline
Merit Financial Group, LLC31,323$2.27M0.02%013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC29,134$2.11M<0.01%-3,43113F-HRTimeline
Mariner, LLCin group Mariner, LLC26,436$1.92M<0.01%-3313F-HRTimelineGroup
PATTEN & PATTEN INC/TN26,383$1.91M0.11%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC25,221$1.83M<0.01%+1,56313F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC21,500$1.56M0.04%-89613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC20,254$1.47M0.17%+3413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,377$1.36M<0.01%-8,36413F-HRTimelineGroup
SPINNAKER TRUST18,154$1.32M0.07%013F-HRTimeline
Beacon Pointe Advisors, LLC17,700$1.28M0.01%-2,28513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17,692$1.28M<0.01%+11,00613F-HRTimelineGroup
One Capital Management, LLC16,994$1.23M0.04%-2,87213F-HRTimeline
Massachusetts Wealth Management15,475$1.12M0.56%-24513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,833$1.08M<0.01%-27,73313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,513$981K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers13,079$949K<0.01%-14113F-HRTimeline
FMR LLCin group FMR LLC12,902$936K<0.01%+1,00513F-HRTimelineGroup
Asset Management Group, Inc.12,825$931K0.15%+5613F-HRTimeline
Texas Yale Capital Corp.12,225$887K0.03%-45013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,661$774K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.10,565$767K0.08%-63313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,562$681K<0.01%-33213F-HRTimelineGroup
HighTower Advisors, LLC9,278$673K<0.01%-4,78813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,864$643K<0.01%-24013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,491$616K<0.01%-1,10913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,311$603K<0.01%+4,44613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,159$592K0.02%-9,95713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,969$578K<0.01%-66413F-HRTimelineGroup
Capital Investment Advisors, LLC7,437$540K0.01%+31313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.7,415$538K0.08%+70213F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC7,404$537K0.01%+73613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,094$515K0.01%+3113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,834$496K<0.01%-31,48713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,786$492K0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC6,745$489K<0.01%-8413F-HRTimeline
Creative Planningin group Creative Planning6,516$473K<0.01%+38913F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION6,396$464K0.04%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,308$458K<0.01%new13F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC5,574$404K0.03%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,115$371K0.01%+21713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,911$356K<0.01%+10113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,720$342K<0.01%-7013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,640$337K<0.01%+26513F-HRTimeline
PFG Advisors4,523$328K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,207$316K<0.01%+24013F-HRTimeline
Advisory Services Network, LLC4,178$303K<0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP4,140$300K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,074$296K<0.01%+2,79313F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC4,072$295K0.07%-62113F-HRTimeline
GTS SECURITIES LLC3,998$290K0.01%new13F-HRTimeline
Waverly Advisors, LLC3,910$284K<0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,617$263K<0.01%+50013F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC3,615$262K0.04%013F-HRTimeline
Private Advisor Group, LLC3,556$258K<0.01%-75413F-HRTimeline
Apexium Financial, LP3,492$253K0.01%+813F-HRTimeline
MML INVESTORS SERVICES, LLC3,487$253K<0.01%-1,12813F-HRTimeline
Sequoia Financial Advisors, LLC3,433$249K<0.01%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,425$249K0.12%-1513F-HRTimeline
Private Capital Management, LLC3,425$249K0.02%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,327$241K0.01%013F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.3,300$239K0.05%013F-HRTimelineGroup
V2 Financial group LLC3,300$239K0.13%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,100$225K0.01%013F-HRTimeline
SPC Financial, Inc.3,090$224K0.02%013F-HRTimeline
Manchester Capital Management LLC3,000$218K0.03%013F-HRTimeline
Hudock, Inc.2,920$212K0.03%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,877$209K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,855$207K0.01%-1,20013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,700$196K0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.2,376$172K0.04%013F-HRTimeline
Wealthspire Advisors, LLC2,372$172K<0.01%new13F-HRTimeline
COMERICA BANK2,082$151K<0.01%-4013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,986$144K<0.01%+8713F-HRTimelineGroup
Allworth Financial LP1,430$104K<0.01%-10813F-HRTimeline
Bruce G. Allen Investments, LLC1,410$102K0.07%+613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,220$88.5K0.01%-1,35413F-HRTimelineGroup
NewEdge Advisors, LLC1,212$87.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,167$84.7K<0.01%013F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.900$65.3K<0.01%013F-HRTimelineGroup
Realta Investment Advisors900$65.3K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC846$61.4K<0.01%+45613F-HRTimeline
Sunbelt Securities, Inc.840$61K<0.01%-2,86213F-HRTimeline
CX Institutional802$58K<0.01%+77313F-HRTimeline
Geneos Wealth Management Inc.798$57.9K<0.01%013F-HRTimeline
IFP Advisors, Inc704$51.1K<0.01%013F-HR/ATimeline
TD Waterhouse Canada Inc.645$48.3K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC642$47K<0.01%-29013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC630$45.7K0.03%013F-HRTimeline
MAI Capital Management628$45.5K<0.01%-23213F-HRTimeline
TRUST CO OF VERMONT609$44.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/585$42.4K<0.01%+17513F-HRTimelineGroup
AMERIFLEX GROUP, INC.582$42.2K0.02%+29113F-HRTimeline
Union Bancaire Privee, UBP SA660$39.5K<0.01%013F-HRTimeline
MATHER GROUP, LLC.527$38.2K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.499$36.2K<0.01%013F-HRTimeline
Piscataqua Savings Bank498$36.1K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC450$32.7K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC450$32.7K0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.430$31.2K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.414$30K0.03%+213F-HRTimeline
CWM, LLCin group CWM, LLC339$25K<0.01%+7513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC343$24.9K<0.01%+14413F-HRTimeline
AE Wealth Management LLC323$23.4K<0.01%+16713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…318$23.1K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…315$22.9K<0.01%013F-HRTimeline
Fairscale Capital, LLC303$22K0.02%013F-HRTimeline
DUNCKER STREETT & CO INC300$21.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC284$20.6K<0.01%-913F-HRTimeline
Root Financial Partners, LLC270$19.6K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV263$19.1K<0.01%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC225$16.3K<0.01%-9913F-HRTimelineGroup
Cordgrass Capital Advisors, LLC210$15.2K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources198$14.4K<0.01%013F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC192$13.9K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\162$11.8K<0.01%-22213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC153$11.1K<0.01%-15313F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…150$10.9K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC150$10.9K<0.01%013F-HRTimeline
Guerra Advisors Inc138$10K<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC135$9.8K<0.01%013F-HRTimeline
EPG Wealth Management LLC106$7.72K<0.01%013F-HRTimeline
Larson Financial Group LLC96$6.97K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC90$6.53K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC87$6.31K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC84$6.09K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.84$6.09K<0.01%013F-HRTimeline
YANKCOM Partnership81$5.88K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …87$5.7K<0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.56$4.08K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54$3.92K<0.01%new13F-HRTimelineGroup
First Command Advisory Services, Inc.54$3.92K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.33$2.39K<0.01%new13F-HRTimelineGroup
Cloud Capital Management, LLC23$1K<0.01%new13F-HRTimeline
North Star Investment Management Corp.11$779<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$72<0.01%013F-HRTimeline