iShares US Pharmaceuticals EIHEETF
13F holders, Q4 2024 (December 31)155holders +12
21new positions
15sold out
3famous investors
$65.57avg. 13F price*
At the end of Q4 2024, 155 institutions reported holding iShares US Pharmaceuticals E (IHE) in their 13F filings, up 12 from Q3 2024. 21 opened new positions and 15 sold out. The largest holders were Fisher Asset Management ($212.1M), Morgan Stanley ($25.0M) and JPMorgan Chase & Co. ($12.4M). 3 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares US Pharmaceuticals E
- CUSIP
- 464288836
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $15.1M |
| Exits | 15 | $21.5M |
All 13F filers, Q3 2024 → Q4 2024: 704,950 shares bought and 538,562 shares sold, net +166,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Fisher Asset Management | 0.08% | Reduce -3.8% | 3,226,694 | $212.1M |
| Morgan Stanley | 0.00% | Add +67.6% | 380,621 | $25.0M |
| JPMorgan Chase & Co. | 0.00% | Add +2176.8% | 188,567 | $12.4M |
| Bank of America Corp. | 0.00% | Add +5.9% | 164,218 | $10.8M |
| Royal Bank of Canada | 0.00% | Add +16.7% | 101,659 | $6.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +41.6% | 100,000 | $6.6M |
| Brown Advisory Inc. | 0.01% | Reduce -2.5% | 91,967 | $6.0M |
| LPL Financial LLC | 0.00% | Reduce -10.2% | 81,188 | $5.3M |
| Raymond James Financial Inc. | 0.00% | — | 68,052 | $4.5M |
| Two Sigma Investments, LP | 0.01% | New | 67,400 | $4.4M |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 59,880 | $3.9M |
| Pallas Capital Advisors LLC | 0.16% | New | 58,258 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.5% | 40,248 | $2.6M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -7.3% | 37,562 | $2.5M |
| UBS Group AG | 0.00% | Reduce -3.1% | 35,701 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +4.3% | 33,916 | $2.2M |
| Merit Financial Group, LLC | 0.04% | No change | 31,191 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +74.6% | 30,913 | $2.0M |
| One Capital Management, LLC | 0.06% | Add +14.7% | 29,526 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -4.6% | 27,153 | $1.8M |
| Patten & Patten Inc. | 0.12% | Add +4.7% | 27,018 | $1.8M |
| Canal Capital Management, LLC | 0.22% | New | 20,504 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +2.0% | 20,485 | $1.3M |
| Cahill Financial Advisors Inc. | 0.18% | Add +0.1% | 20,155 | $1.3M |
| Citadel Advisors | 0.00% | Add +265.7% | 18,708 | $1.2M |
| Spinnaker Trust | 0.08% | No change | 18,154 | $1.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | New | 14,715 | $967K |
| Massachusetts Wealth Management | 0.59% | Reduce -0.6% | 14,460 | $950K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.7% | 13,931 | $916K |
| Creative Planning | 0.00% | Add +109.5% | 13,922 | $915K |
| HighTower Advisors, LLC | 0.00% | Add +1.9% | 13,653 | $897K |
| Texas Yale Capital Corp. | 0.04% | No change | 13,430 | $883K |
| FMR LLC | 0.00% | Reduce -1.9% | 13,325 | $876K |
| Bank of Montreal | 0.00% | Add +134.4% | 12,926 | $849K |
| Asset Management Group, Inc. | 0.15% | Add +0.3% | 12,656 | $832K |
| Cetera Investment Advisers | 0.00% | Reduce -1.2% | 11,848 | $779K |
| Truist Financial Corp. | 0.00% | Add +46.6% | 11,246 | $739K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -0.3% | 10,992 | $722K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.4% | 10,824 | $711K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.2% | 10,465 | $688K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +3.2% | 10,465 | $688K |
| Osaic Holdings, Inc. | 0.00% | Add +254.5% | 22,803 | $661K |
| Family Firm, Inc. | 0.15% | Add +0.3% | 10,054 | $661K |
| Stifel Financial Corp. | 0.00% | New | 9,555 | $628K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +140.3% | 8,500 | $559K |
| Commonwealth Retirement Investments LLC | 0.22% | New | 8,157 | $536K |
| Sabal Trust CO | 0.03% | New | 7,461 | $490K |
| Arkansas Financial Group, Inc. | 0.07% | Reduce -20.1% | 6,923 | $455K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 6,786 | $446K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.0% | 6,699 | $440K |
| First Financial Bank - Trust Division | 0.04% | No change | 6,396 | $420K |
| Quadrature Capital Ltd | 0.01% | New | 6,227 | $409K |
| D. E. Shaw & Co. | 0.00% | New | 6,040 | $397K |
| Woodmont Investment Counsel LLC | 0.03% | New | 5,574 | $366K |
| Focus Partners Wealth | 0.00% | New | 5,509 | $362K |
| Capital Investment Advisors, LLC | 0.01% | Add +48.2% | 5,386 | $354K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -9.6% | 5,372 | $353K |
| Ameriprise Financial Inc. | 0.00% | Add +22.6% | 5,230 | $344K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +15.0% | 5,178 | $340K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.9% | 5,125 | $337K |
| Captrust Financial Advisors | 0.00% | Add +3.5% | 5,025 | $330K |
| Axxcess Wealth Management, LLC | 0.01% | Add +47.4% | 5,001 | $329K |
| Private Advisor Group, LLC | 0.00% | Reduce -23.4% | 4,753 | $312K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.4% | 4,618 | $303K |
| Raab & Moskowitz Asset Management LLC | 0.07% | No change | 4,599 | $302K |
| Spire Wealth Management | 0.01% | Add +24.7% | 4,568 | $300K |
| Gsa Capital Partners LLP | 0.02% | Add +49.7% | 4,561 | $300K |
| Advisory Services Network, LLC | 0.01% | Add +7.1% | 4,439 | $292K |
| Welch Group, LLC | 0.01% | New | 4,358 | $285K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +32.9% | 4,298 | $282K |
| Stonebrook Private Inc. | 0.07% | New | 4,219 | $277K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,175 | $274K |
| Northeast Financial Consultants Inc | 0.01% | No change | 4,140 | $272K |
| Scotia Capital Inc. | 0.00% | New | 4,123 | $271K |
| Equitable Holdings, Inc. | 0.00% | Add +24.9% | 4,065 | $267K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.5% | 4,011 | $264K |
| Strive Asset Management, LLC | 0.19% | — | 3,949 | $260K |
| Waverly Advisors, LLC | 0.00% | Add +0.3% | 3,910 | $257K |
| Kraft, Davis & Associates, LLC | 0.07% | Reduce -87.4% | 3,558 | $251K |
| Sunbelt Securities, Inc. | 0.02% | New | 3,702 | $242K |
| Matthew Goff Investment Advisor, LLC | 0.04% | No change | 3,615 | $238K |
| &partners | 0.00% | Reduce -10.1% | 3,556 | $234K |
| Guardian Asset Advisors, LLC | 0.15% | Reduce -4.3% | 3,514 | $231K |
| Apexium Financial, LP | 0.01% | Add +0.1% | 3,470 | $228K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +19.1% | 3,433 | $226K |
| Aft, Forsyth & Company, Inc. | 0.11% | Reduce -2.9% | 3,421 | $225K |
| Cary Street Partners Financial LLC | 0.01% | — | 3,327 | $219K |
| V2 Financial group LLC | 0.13% | No change | 3,300 | $217K |
| Essex Bank | 0.05% | No change | 3,300 | $217K |
| Cibc World Market Inc. | 0.00% | New | 3,215 | $211K |
| SPC Financial, Inc. | 0.02% | No change | 3,192 | $210K |
| MML Investors Services, LLC | 0.00% | Reduce -1.6% | 3,057 | $201K |
| Manchester Capital Management LLC | 0.02% | No change | 3,000 | $197K |
| Y.D. More Investments Ltd | 0.02% | No change | 2,700 | $177K |
| Runnymede Capital Advisors, Inc. | 0.14% | — | 2,490 | $164K |
| Comerica Bank | 0.00% | Add +23.1% | 2,466 | $162K |
| Principal Securities, Inc. | 0.00% | No change | 2,256 | $148K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 2,247 | $148K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,241 | $147K |
| NewEdge Advisors, LLC | 0.00% | Reduce -27.5% | 2,186 | $144K |
| Capital Analysts, LLC | 0.00% | Add +41.8% | 1,575 | $104K |
| Allworth Financial LP | 0.00% | Reduce -22.8% | 1,430 | $95K |
| Bruce G. Allen Investments, LLC | 0.07% | Add +0.3% | 1,391 | $91K |
| Fifth Third Bancorp | 0.00% | Add +0.6% | 1,209 | $79K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,065 | $70K |
| MAI Capital Management | 0.00% | New | 928 | $61K |
| Realta Investment Advisors | 0.02% | No change | 900 | $59K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 900 | $59K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 900 | $59K |
| Geneos Wealth Management Inc. | 0.00% | No change | 798 | $52K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 750 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -92.8% | 645 | $42K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 660 | $42K |
| Islay Capital Management, LLC | 0.03% | No change | 630 | $41K |
| Trust Co. of Vermont | 0.00% | No change | 609 | $40K |
| Piscataqua Savings Bank | 0.03% | No change | 498 | $33K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 450 | $30K |
| Assetmark, Inc. | 0.00% | No change | 432 | $28K |
| Mather Group, Llc. | 0.00% | No change | 429 | $28K |
| National Bank of Canada | 0.00% | Reduce -6.4% | 410 | $27K |
| Rothschild Investment LLC | 0.00% | No change | 390 | $26K |
| US Bancorp \de | 0.00% | No change | 384 | $25K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -58.3% | 382 | $25K |
| Atala Financial Inc | 0.02% | — | 378 | $25K |
| Ameriflex Group, Inc. | 0.01% | — | 291 | $20K |
| Global Retirement Partners, LLC | 0.00% | No change | 301 | $20K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 300 | $20K |
| Harbour Investments, Inc. | 0.00% | No change | 300 | $20K |
| IFP Advisors, Inc | 0.00% | No change | 285 | $19K |
| Creative Financial Designs Inc. | 0.00% | No change | 259 | $17K |
| Cwm, LLC | 0.00% | Reduce -10.6% | 244 | $16K |
| Russell Investments Group, Ltd. | 0.00% | No change | 225 | $15K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 210 | $14K |
| Franklin Resources Inc. | 0.00% | No change | 198 | $13K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 189 | $12K |
| FWL Investment Management, LLC | 0.00% | No change | 180 | $12K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -69.1% | 168 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 162 | $11K |
| AlphaMark Advisors, LLC | 0.00% | No change | 150 | $10K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 135 | $9K |
| EPG Wealth Management LLC | 0.00% | No change | 105 | $7K |
| Modus Advisors, LLC | 0.00% | New | 99 | $7K |
| AE Wealth Management LLC | 0.00% | New | 93 | $6K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 87 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 90 | $6K |
| Continuum Advisory, LLC | 0.00% | No change | 87 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 86 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 86 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 84 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 63 | $4K |
| IMG Wealth Management, Inc. | 0.00% | — | 55 | $4K |
| Blue Trust, Inc. | 0.00% | New | 23 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -99.4% | 14 | $923 |
| North Star Investment Management Corp. | 0.00% | Reduce -52.2% | 11 | $696 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $65 |
"% of holder's portfolio" is IHE's weight in each manager's 13F, not the share of iShares US Pharmaceuticals E the manager owns.