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Disclosery

IHE ISHARES TR

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U.S. PHARMA ETF (fund)

193 managers (194 13F filers) reported a position in IHE shares at 2026-03-31, 7,602,657 shares in all. 32 filers opened a position and 13 filers sold out during the quarter.

Managers
193
13F filers
194
New
32
Added
64
Reduced
37
Sold out
13
Shares held by filers
7,602,657

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC2,767,359$240M0.08%-58,28513F-HRTimeline
Foundations Investment Advisors, LLC689,274$59.7M0.74%+46,65713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY480,268$41.6M<0.01%+7,68713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/456,606$39.6M<0.01%+12,56513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO375,746$31.6M<0.01%+162,94113F-HR/ATimelineGroup
Aptus Capital Advisors, LLC286,543$24.8M0.21%+286,45513F-HRTimeline
McElhenny Sheffield Capital Management,…202,612$17.6M4.35%new13F-HRTimeline
LPL Financial LLC170,188$14.8M<0.01%+32,44113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…129,577$11.2M3.09%+11,61213F-HRTimelineGroup
Insight Wealth Strategies, LLC118,692$10.3M1.15%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA116,293$10.1M<0.01%-40,68013F-HRTimelineGroup
Cetera Investment Advisers109,471$9.49M0.01%+95,35313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC93,112$8.07M1.36%+39,72513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC79,908$6.93M<0.01%-2,97013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC75,432$6.54M0.01%013F-HRTimelineGroup
Virtue Capital Management, LLC76,344$6.43M0.98%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,932$6.06M<0.01%+19,02513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,738$5.78M<0.01%+10,67313F-HRTimelineGroup
Cadent Capital Advisors, LLC61,616$5.34M1.41%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,401$5.24M0.01%+57,69113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…57,188$4.96M0.05%+54,32613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS53,289$4.62M<0.01%-49,72713F-HRTimelineGroup
Concord Investment Counsel Inc.49,158$4.26M1.43%-86413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC46,842$4.06M<0.01%+21,28913F-HR/ATimelineGroup
AdvisorNet Financial, Inc40,993$3.55M0.18%+98313F-HRTimeline
UBS Group AGgroup of 2 filers holding40,031$3.47M+933Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,482$3.25M<0.01%-5,19013F-HRTimelineGroup
Beacon Pointe Advisors, LLC36,666$3.18M0.02%+10,04513F-HRTimeline
Merit Financial Group, LLC31,323$2.72M0.02%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP31,159$2.7M0.03%-30413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,704$2.31M<0.01%+18913F-HRTimeline
PATTEN & PATTEN INC/TN26,540$2.3M0.14%-21513F-HRTimeline
Mariner, LLCin group Mariner, LLC24,922$2.16M<0.01%-44513F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC20,336$1.76M0.19%+2713F-HRTimeline
FMR LLCin group FMR LLC19,814$1.72M<0.01%+5,02213F-HRTimelineGroup
D.A. DAVIDSON & CO.18,816$1.63M0.01%-1,33213F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC18,493$1.6M0.57%new13F-HRTimeline
CX Institutional16,252$1.41M0.04%+14,14213F-HRTimeline
SPINNAKER TRUST15,849$1.37M0.08%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,548$1.3M<0.01%+85513F-HRTimelineGroup
Massachusetts Wealth Management14,820$1.28M0.56%-41013F-HRTimeline
St. Louis Financial Planners Asset Mana…13,804$1.2M0.68%new13F-HRTimeline
One Capital Management, LLC13,205$1.14M0.03%-2,04713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,126$1.14M<0.01%-8,26513F-HRTimelineGroup
Asset Management Group, Inc.12,957$1.12M0.18%+4413F-HRTimeline
Avior Wealth Management, LLC12,856$1.11M0.03%new13F-HRTimeline
Texas Yale Capital Corp.12,225$1.06M0.03%013F-HRTimeline
Institute for Wealth Management, LLC.11,244$975K0.1%-2913F-HRTimeline
HighTower Advisors, LLC9,646$836K<0.01%+56613F-HRTimeline
SeaBridge Investment Advisors LLC9,367$812K0.14%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.9,011$791K0.11%+1,87613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,020$782K<0.01%+40713F-HRTimelineGroup
Raleigh Capital Management Inc.8,659$751K0.26%+8,65813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,613$747K<0.01%+14613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,921$687K<0.01%+1,31613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,841$680K<0.01%-14,63213F-HRTimelineGroup
WorthPointe, LLC7,683$666K0.18%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,156$620K0.02%-45213F-HRTimeline
HARBOUR INVESTMENTS, INC.7,103$616K0.01%+5,30413F-HRTimeline
Lynx Investment Advisory6,867$595K0.28%+1,62313F-HRTimeline
Janney Montgomery Scott LLC6,865$595K<0.01%-3,53613F-HRTimeline
Creative Planningin group Creative Planning6,844$593K<0.01%+25813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,786$588K0.01%013F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments6,729$583K0.03%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,560$569K<0.01%+5,39313F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,519$565K<0.01%+3,65413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,489$562K<0.01%-1713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,415$556K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,303$546K<0.01%+57113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,246$544K<0.01%+1,55013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC6,117$530K0.17%new13F-HRTimeline
Purewater Capital LLC6,072$526K0.5%13F-HRTimeline
Baker Avenue Asset Management, LP5,894$511K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…5,780$501K<0.01%+84513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,652$490K<0.01%-2,55613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,574$483K0.03%013F-HRTimeline
Capital Investment Advisors, LLC5,525$479K0.01%-7713F-HR/ATimeline
American Institute for Advanced Investm…5,351$464K0.3%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,323$461K<0.01%+41013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,069$439K0.04%-1,32713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,972$431K0.01%-15413F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC4,554$395K0.01%-17,87513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,398$381K0.02%+49813F-HRTimeline
MONECO ADVISORS, LLC4,384$380K0.03%new13F-HRTimeline
Waverly Advisors, LLC4,052$351K<0.01%+713F-HRTimeline
Raab & Moskowitz Asset Management LLC3,779$328K0.07%-29313F-HRTimeline
Madison Wealth Partners, Inc3,737$324K0.05%new13F-HRTimeline
Financial Partners Group, Inc3,731$323K0.04%-2213F-HRTimeline
Matthew Goff Investment Advisor, LLC3,615$313K0.05%new13F-HRTimeline
FFG Partners, LLC3,605$312K0.12%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,554$308K<0.01%+513F-HRTimelineGroup
Private Advisor Group, LLC3,530$306K<0.01%-13613F-HRTimeline
Lifeworks Advisors, LLC3,473$301K0.04%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,447$299K0.14%+713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,327$288K0.01%013F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.3,300$286K0.06%013F-HRTimelineGroup
V2 Financial group LLC3,300$286K0.13%013F-HRTimeline
Commonwealth Retirement Investments LLC3,290$285K0.09%-2,85613F-HRTimeline
Hudock, Inc.3,220$279K0.04%+18613F-HRTimeline
Csenge Advisory Group3,200$277K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,195$277K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,140$272K<0.01%-41013F-HRTimeline
AlphaCore Capital LLC3,090$268K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,060$265K0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,046$264K0.02%new13F-HRTimeline
Manchester Capital Management LLC3,000$260K0.04%013F-HRTimeline
Private Capital Management, LLC2,945$255K0.03%-48013F-HRTimeline
Advisory Services Network, LLC2,918$253K<0.01%-1,29013F-HRTimeline
Cornerstone Wealth Group, LLC2,847$246K0.02%+34213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,877$244K<0.01%013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,700$234K0.01%013F-HRTimelineGroup
Guardian Asset Advisors, LLC2,637$229K0.13%new13F-HRTimeline
ELLERSON GROUP INC /ADV2,619$227K0.15%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,606$226K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth2,542$220K<0.01%-88713F-HRTimelineGroup
Aviance Capital Partners, LLC2,412$209K0.02%013F-HRTimeline
Wealthspire Advisors, LLC2,376$206K<0.01%+113F-HRTimeline
Runnymede Capital Advisors, Inc.2,310$200K0.17%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,196$190K0.05%-18013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,007$174K<0.01%-54613F-HRTimelineGroup
Farther Finance Advisors, LLC1,799$158K<0.01%+48713F-HRTimeline
Allworth Financial LP1,589$138K<0.01%+6013F-HRTimeline
Acumen Wealth Advisors, LLC1,480$128K0.03%013F-HRTimeline
Integrity Financial Corp /WA1,434$124K0.06%new13F-HRTimeline
Bruce G. Allen Investments, LLC1,424$123K0.08%+513F-HRTimeline
NewEdge Advisors, LLC1,397$121K<0.01%+43413F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,392$121K<0.01%-813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,365$118K<0.01%-1,05113F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,299$113K<0.01%+58813F-HRTimeline
Cassaday & Co Wealth Management LLC977$84.7K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.960$83.2K0.01%+12013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.900$78K0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.870$76.2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC846$73.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.798$69.2K<0.01%013F-HRTimeline
AE Wealth Management LLC775$67.2K<0.01%+31913F-HRTimeline
IFP Advisors, Inc704$61K<0.01%013F-HRTimeline
Root Financial Partners, LLC696$60.3K<0.01%+18613F-HRTimeline
LANARK FINANCIAL, INC.685$59.4K<0.01%+5513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC645$55.9K<0.01%+18213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC630$54.6K0.03%013F-HRTimeline
MAI Capital Management628$54.4K<0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA660$48.5K<0.01%013F-HRTimeline
Arax Advisory Partners555$48.1K<0.01%+53113F-HRTimeline
MATHER GROUP, LLC.527$45.7K<0.01%new13F-HRTimeline
Accent Capital Management, LLC500$43.3K0.02%013F-HR/ATimeline
Piscataqua Savings Bank498$43.2K0.03%013F-HRTimeline
BLUELINE ADVISORS LLC480$41.6K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC465$40.3K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC450$39K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC450$39K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…441$38.2K<0.01%+5213F-HRTimelineGroup
Virginia Estate & Retirement Planning A…401$37.7K0.07%13F-HRTimeline
Harbor Asset Planning, Inc.418$36.2K0.03%+213F-HRTimeline
Qube Research & Technologies Ltd378$32.8K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC340$29.4K<0.01%-43613F-HRTimelineGroup
Fairscale Capital, LLC303$26.3K0.02%013F-HRTimeline
DUNCKER STREETT & CO INC300$26K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.291$25.2K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV266$23K<0.01%+113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.261$22.6K<0.01%+22813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/261$22.6K<0.01%-26013F-HRTimelineGroup
Meramec Financial Planners, LLC211$18.6K0.01%+113F-HRTimeline
Cordgrass Capital Advisors, LLC210$18.2K<0.01%013F-HRTimeline
Realta Investment Advisors204$17.7K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources198$17.2K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.177$15.3K0.01%013F-HRTimeline
Abound Wealth Management168$14.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\162$14K<0.01%013F-HRTimelineGroup
High Point Wealth Management, LLC153$13.3K0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…150$13K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management150$13K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC150$13K<0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.109$9.45K<0.01%new13F-HRTimeline
EPG Wealth Management LLC107$9.32K<0.01%013F-HRTimeline
SHP Wealth Management100$8.67K<0.01%new13F-HRTimeline
Larson Financial Group LLC96$8.32K<0.01%013F-HRTimeline
Bravera Wealth92$7.97K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC90$7.96K<0.01%013F-HRTimeline
Sound Income Strategies, LLC88$7.72K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC87$7.55K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC84$7.28K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.84$7.28K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC84$7.28K<0.01%new13F-HRTimeline
YANKCOM Partnership81$7.02K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.72$6.24K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.57$4.92K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54$4.68K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.54$4.68K<0.01%013F-HRTimeline
Bogart Wealth, LLC51$4.38K<0.01%+113F-HRTimeline
CVA Family Office, LLC31$2.69K<0.01%new13F-HRTimeline
North Star Investment Management Corp.11$940<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC9$780<0.01%013F-HRTimeline