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Disclosery

IHE ISHARES TR

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U.S. PHARMA ETF (fund)

177 managers (178 13F filers) reported a position in IHE shares at 2025-12-31, 6,485,051 shares in all. 37 filers opened a position and 13 filers sold out during the quarter.

Managers
177
13F filers
178
New
37
Added
61
Reduced
26
Sold out
13
Shares held by filers
6,485,051

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC2,825,644$240M0.08%-60,69813F-HRTimeline
Foundations Investment Advisors, LLC642,617$54.5M0.71%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY472,581$40.1M<0.01%+284,82113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/444,041$37.7M<0.01%+329,33213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO212,805$18.1M<0.01%+100,42613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA156,973$13.3M<0.01%+53,66113F-HRTimelineGroup
LPL Financial LLC137,747$11.7M<0.01%+24,21413F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…117,965$10M3.16%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS103,016$8.74M0.01%+3,01613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC82,878$7.03M<0.01%-62,88713F-HR/ATimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC75,432$6.4M0.01%013F-HRTimelineGroup
Accurate Wealth Management, LLC75,126$6.37M0.81%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,065$4.76M<0.01%+1,42113F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC53,387$4.53M0.81%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50,907$4.32M<0.01%+10,26313F-HRTimelineGroup
Concord Investment Counsel Inc.50,022$4.24M1.38%-1,70713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,672$3.62M0.01%+33,11013F-HRTimelineGroup
AdvisorNet Financial, Inc40,010$3.39M0.18%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding39,098$3.32M+5,351Timeline
PEAPACK GLADSTONE FINANCIAL CORP31,463$2.67M0.03%-75813F-HRTimeline
Merit Financial Group, LLC31,323$2.66M0.02%013F-HRTimeline
PATTEN & PATTEN INC/TN26,755$2.27M0.13%+37213F-HRTimeline
Beacon Pointe Advisors, LLC26,621$2.26M0.02%+8,92113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,515$2.25M<0.01%-2,61913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC25,553$2.17M<0.01%+33213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC25,367$2.15M<0.01%-1,06913F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise24,500$2.08M0.07%new13F-HRTimelineGroup
VestGen Advisors, LLC23,549$2M0.09%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,473$1.91M<0.01%+4,78113F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC22,429$1.9M0.05%+92913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,391$1.81M<0.01%+14,55713F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC20,309$1.72M0.19%+5513F-HRTimeline
D.A. DAVIDSON & CO.20,148$1.71M0.01%new13F-HRTimeline
SPINNAKER TRUST15,849$1.34M0.07%-2,30513F-HRTimeline
One Capital Management, LLC15,252$1.29M0.04%-1,74213F-HRTimeline
Massachusetts Wealth Management15,230$1.29M0.6%-24513F-HRTimeline
FMR LLCin group FMR LLC14,792$1.25M<0.01%+1,89013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,693$1.25M<0.01%-4,68413F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP14,338$1.22M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers14,118$1.2M<0.01%+1,03913F-HRTimeline
Asset Management Group, Inc.12,913$1.1M0.18%+8813F-HRTimeline
Texas Yale Capital Corp.12,225$1.04M0.03%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC12,000$1.02M0.16%new13F-HRTimeline
Institute for Wealth Management, LLC.11,273$956K0.1%+70813F-HRTimeline
Janney Montgomery Scott LLC10,401$882K<0.01%+3,65613F-HRTimeline
HighTower Advisors, LLC9,080$770K<0.01%-19813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,062$769K0.01%+1,96813F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,613$731K<0.01%-25113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,467$718K<0.01%-2413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,208$696K<0.01%-10313F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,608$645K0.02%+20413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.7,135$605K0.09%-28013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,786$576K0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,605$560K<0.01%-1,36413F-HRTimelineGroup
Creative Planningin group Creative Planning6,586$559K<0.01%+7013F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.6,546$555K0.03%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,506$552K<0.01%+19813F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,415$544K<0.01%-4,24613F-HR/ATimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION6,396$543K0.04%013F-HRTimeline
COMERICA BANK6,330$537K<0.01%+4,24813F-HRTimeline
Commonwealth Retirement Investments LLC6,146$521K0.17%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,732$486K<0.01%+1,01213F-HRTimelineGroup
Capital Investment Advisors, LLC5,602$475K0.01%-1,83513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,574$473K0.03%013F-HRTimeline
Lynx Investment Advisory5,244$445K0.24%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,126$435K0.01%+1113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,935$419K<0.01%+29513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,913$417K<0.01%+213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,696$397K<0.01%+48913F-HRTimeline
Advisory Services Network, LLC4,208$357K0.01%+3013F-HRTimeline
Raab & Moskowitz Asset Management LLC4,072$345K0.08%013F-HRTimeline
Waverly Advisors, LLC4,045$343K<0.01%+13513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,900$331K0.02%+80013F-HRTimeline
Financial Partners Group, Inc3,753$325K0.04%new13F-HRTimeline
Private Advisor Group, LLC3,666$311K<0.01%+11013F-HRTimeline
MML INVESTORS SERVICES, LLC3,550$301K<0.01%+6313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,549$301K<0.01%new13F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.3,440$292K0.13%+1513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,429$291K<0.01%-18813F-HRTimelineGroup
Private Capital Management, LLC3,425$291K0.03%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,327$282K0.01%013F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.3,300$280K0.06%013F-HRTimelineGroup
V2 Financial group LLC3,300$280K0.14%013F-HRTimeline
Csenge Advisory Group3,200$271K0.01%new13F-HRTimeline
AlphaCore Capital LLC3,090$262K0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,060$260K0.01%new13F-HR/ATimeline
Hudock, Inc.3,034$257K0.04%+11413F-HRTimeline
Manchester Capital Management LLC3,000$254K0.03%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,877$244K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,865$243K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,862$243K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,710$230K<0.01%-12,12313F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,700$229K0.01%013F-HRTimelineGroup
ELLERSON GROUP INC /ADV2,619$222K0.15%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,553$217K<0.01%+56713F-HR/ATimelineGroup
GSA CAPITAL PARTNERS LLP2,547$216K0.02%-1,59313F-HRTimeline
Cornerstone Wealth Group, LLC2,505$213K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,416$205K<0.01%-1,65813F-HRTimelineGroup
Aviance Capital Partners, LLC2,412$205K0.02%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,376$202K0.05%013F-HRTimeline
Wealthspire Advisors, LLC2,375$201K<0.01%+313F-HRTimeline
CX Institutional2,110$179K0.01%+1,30813F-HRTimeline
HARBOUR INVESTMENTS, INC.1,799$153K<0.01%+1,30013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,655$140K0.02%new13F-HRTimelineGroup
Allworth Financial LP1,529$130K<0.01%+9913F-HRTimeline
Acumen Wealth Advisors, LLC1,480$126K0.04%13F-HRTimeline
Bruce G. Allen Investments, LLC1,419$120K0.08%+913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,400$119K<0.01%+75813F-HR/ATimelineGroup
Farther Finance Advisors, LLC1,312$111K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,167$99K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC963$81.7K<0.01%-24913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.900$76.3K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.870$73.7K<0.01%+22513F-HRTimeline
ROTHSCHILD INVESTMENT LLC846$71.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.840$71.3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC837$71K<0.01%+55313F-HRTimeline
Geneos Wealth Management Inc.798$67.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC776$66K<0.01%+43713F-HRTimelineGroup
Steward Partners Investment Advisory, L…711$60.3K<0.01%+39613F-HRTimeline
IFP Advisors, Inc704$59.7K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC630$53.4K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.630$53.4K<0.01%+20013F-HRTimeline
MAI Capital Management628$53.2K<0.01%013F-HRTimeline
TRUST CO OF VERMONT609$51.7K<0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA660$48K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/521$44.2K<0.01%-6413F-HRTimelineGroup
Root Financial Partners, LLC510$43.3K<0.01%+24013F-HRTimeline
Accent Capital Management, LLC500$42.4K0.02%new13F-HRTimeline
Piscataqua Savings Bank498$42.2K0.03%013F-HRTimeline
BLUELINE ADVISORS LLC480$40.7K0.03%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC465$39.4K<0.01%+31213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC463$39.3K<0.01%+12013F-HRTimeline
AE Wealth Management LLC456$38.7K<0.01%+13313F-HRTimeline
HHM Wealth Advisors, LLC450$38.2K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC450$38.2K<0.01%013F-HRTimelineGroup
EFG International AGin group EFG International AG447$37.9K<0.01%13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC433$36.7K<0.01%new13F-HRTimelineGroup
Harbor Asset Planning, Inc.416$35.3K0.03%+213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…389$33K<0.01%+7113F-HRTimelineGroup
Fairscale Capital, LLC303$25.7K0.02%013F-HRTimeline
DUNCKER STREETT & CO INC300$25.4K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.291$24.7K0.01%-29113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV265$22.5K<0.01%+213F-HRTimeline
Meramec Financial Planners, LLC210$19K0.01%13F-HRTimeline
Cordgrass Capital Advisors, LLC210$17.8K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources198$16.8K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.177$15K0.01%13F-HRTimeline
Abound Wealth Management168$14.3K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\162$13.7K<0.01%013F-HRTimelineGroup
High Point Wealth Management, LLC152$12.9K0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…150$12.7K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management150$12.7K<0.01%-2,70513F-HRTimelineGroup
Private Wealth Asset Management, LLC150$12.7K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC135$11.5K<0.01%013F-HRTimeline
EPG Wealth Management LLC107$9.09K<0.01%+113F-HRTimeline
Larson Financial Group LLC96$8.14K<0.01%013F-HRTimeline
Bravera Wealth92$7.8K<0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC90$7.63K<0.01%013F-HRTimeline
Sound Income Strategies, LLC88$7.54K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC88$7.46K<0.01%+113F-HRTimeline
N.E.W. Advisory Services LLC87$7.39K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC84$7.13K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.84$7.13K<0.01%013F-HRTimeline
YANKCOM Partnership81$6.87K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.72$6.11K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.57$4.8K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54$4.58K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.54$4.58K<0.01%013F-HRTimeline
Bogart Wealth, LLC50$4.27K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.39$3.31K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.33$2.8K<0.01%013F-HRTimelineGroup
Arax Advisory Partners24$2.04K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21$1.85K<0.01%new13F-HRTimeline
Nvest Wealth Strategies, Inc.15$1.27K<0.01%13F-HRTimeline
North Star Investment Management Corp.11$917<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC9$763<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1$85<0.01%013F-HRTimeline