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IHE ISHARES TR

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U.S. PHARMA ETF (fund)

Filings received so far for Q3 2026: 7 13F filers report a position in IHE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Cadent Capital Advisors, LLC35,010$3.52M0.75%+32,50713F-HRTimeline
Insight Wealth Strategies, LLC3,461$348K0.03%-119,18113F-HRTimeline
Farther Finance Advisors, LLC2,234$225K<0.01%+7613F-HRTimeline
Prism Advisors, Inc.2,108$208K0.05%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.900$90.5K0.01%013F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO55,779$55.8K<0.01%new13F-HRTimeline
CX Institutional445$45K<0.01%+1313F-HRTimeline