iShares US Pharmaceuticals EIHEETF

13F holders, Q1 2025 (March 31)
149holders −6
17new positions
21sold out
2famous investors
$70.52avg. 13F price*

At the end of Q1 2025, 149 institutions reported holding iShares US Pharmaceuticals E (IHE) in their 13F filings, down 6 from Q4 2024. 17 opened new positions and 21 sold out. The largest holders were Fisher Asset Management ($221.8M), Morgan Stanley ($15.0M) and Bank of America Corp. ($9.9M). 2 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares US Pharmaceuticals E
CUSIP
464288836
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 141Q1 2024Q2 2024: 143Q2 2024Q3 2024: 143Q3 2024Q4 2024: 155Q4 2024Q1 2025: 149Q1 2025Q2 2025: 140Q2 2025Q3 2025: 150Q3 2025Q4 2025: 178Q4 2025Q1 2026: 195Q1 2026Q2 2026: 209Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions17$4.4M
Exits21$15.9M

All 13F filers, Q4 2024 → Q1 2025: 174,094 shares bought and 766,283 shares sold, net −592,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 149 holders

Fisher Asset Management 0.10% Reduce -2.6% 3,142,949 $221.8M
Morgan Stanley 0.00% Reduce -44.3% 211,984 $15.0M
Bank of America Corp. 0.00% Reduce -14.2% 140,830 $9.9M
LPL Financial LLC 0.00% Add +47.6% 119,866 $8.5M
Goldman Sachs Group Inc. 0.00% Add +4.8% 104,815 $7.4M
Royal Bank of Canada 0.00% Add +0.3% 101,984 $7.2M
Brown Advisory Inc. 0.01% Reduce -1.0% 91,067 $6.4M
Wells Fargo & Company 0.00% Add +8.6% 65,025 $4.6M
Raymond James Financial Inc. 0.00% Reduce -9.5% 61,609 $4.3M
Susquehanna International Group, LLP 0.01% Add +941.2% 48,083 $3.4M
Commonwealth Equity Services, LLC 0.00% Reduce -8.5% 36,844 $2.6M
UBS Group AG 0.00% Add +2.7% 36,666 $2.6M
Thrivent Financial for Lutherans 0.01% Add +6.0% 35,935 $2.5M
Peapack Gladstone Financial Corp. 0.04% Reduce -9.2% 34,094 $2.4M
Merit Financial Group, LLC 0.03% No change 31,191 $2.2M
Jones Financial Companies LLLP 0.00% Reduce -3.9% 29,712 $2.0M
Mariner, LLC 0.00% Add +0.5% 27,282 $1.9M
Clearbridge Investments, LLC 0.00% New 26,868 $1.9M
Patten & Patten Inc. 0.13% Reduce -1.4% 26,653 $1.9M
One Capital Management, LLC 0.05% Reduce -22.3% 22,943 $1.6M
Citadel Advisors 0.00% Add +19.7% 22,400 $1.6M
Cahill Financial Advisors Inc. 0.19% Add +0.2% 20,187 $1.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -2.9% 19,885 $1.4M
Spinnaker Trust 0.08% No change 18,154 $1.3M
Massachusetts Wealth Management 0.74% Add +6.5% 15,395 $1.1M
Tower Research Capital LLC (TRC) 0.03% New 14,388 $1.0M
HighTower Advisors, LLC 0.00% Reduce -2.0% 13,377 $944K
Texas Yale Capital Corp. 0.04% Reduce -3.7% 12,930 $912K
Asset Management Group, Inc. 0.17% Add +0.4% 12,708 $897K
JPMorgan Chase & Co. 0.00% Reduce -93.3% 12,584 $888K
FMR LLC 0.00% Reduce -9.2% 12,103 $854K
Quadrature Capital Ltd 0.02% Add +90.1% 11,838 $835K
Cetera Investment Advisers 0.00% Reduce -1.1% 11,715 $827K
Institute for Wealth Management, LLC. 0.10% Add +2.6% 11,283 $796K
Stifel Financial Corp. 0.00% Add +5.8% 10,109 $713K
Family Firm, Inc. 0.15% Reduce -3.6% 9,691 $684K
Truist Financial Corp. 0.00% Reduce -21.3% 8,852 $625K
Envestnet Asset Management Inc. 0.00% Reduce -22.4% 8,395 $592K
Osaic Holdings, Inc. 0.00% Reduce -63.8% 8,265 $584K
Bank of Montreal 0.00% Reduce -40.0% 7,762 $548K
Janney Montgomery Scott LLC 0.00% Add +8.2% 7,251 $512K
GTS Securities LLC 0.02% New 7,208 $509K
Axxcess Wealth Management, LLC 0.01% Add +40.6% 7,030 $496K
Oppenheimer & Co. Inc. 0.01% No change 6,786 $479K
First Financial Bank - Trust Division 0.04% No change 6,396 $451K
Creative Planning 0.00% Reduce -54.5% 6,329 $447K
Arkansas Financial Group, Inc. 0.07% Reduce -3.0% 6,713 $409K
Woodmont Investment Counsel LLC 0.03% No change 5,574 $393K
Capital Investment Advisors, LLC 0.01% Add +2.8% 5,536 $391K
Two Sigma Securities, LLC 0.06% New 5,511 $389K
U.S. Capital Wealth Advisors, LLC 0.01% No change 5,372 $379K
Kestra Advisory Services, LLC 0.00% Add +2.7% 5,264 $371K
Captrust Financial Advisors 0.00% Add +1.2% 5,084 $359K
Raab & Moskowitz Asset Management LLC 0.09% Add +4.4% 4,803 $339K
Wealthcare Advisory Partners LLC 0.01% Reduce -9.3% 4,697 $331K
Private Advisor Group, LLC 0.00% Reduce -2.1% 4,654 $328K
Spire Wealth Management 0.01% Reduce -0.1% 4,565 $322K
Advisory Services Network, LLC 0.01% Reduce -3.2% 4,296 $303K
Federation des caisses Desjardins du Quebec 0.00% No change 4,175 $295K
Northeast Financial Consultants Inc 0.01% No change 4,140 $292K
Ameriprise Financial Inc. 0.00% Reduce -23.6% 3,997 $282K
Mercer Global Advisors Inc. 0.00% Reduce -0.6% 3,986 $281K
Waverly Advisors, LLC 0.00% No change 3,910 $276K
Matthew Goff Investment Advisor, LLC 0.05% No change 3,615 $255K
Apexium Financial, LP 0.01% Add +0.2% 3,477 $245K
Sequoia Financial Advisors, LLC 0.00% No change 3,433 $242K
Aft, Forsyth & Company, Inc. 0.13% Add +0.3% 3,430 $242K
Private Capital Management, LLC 0.03% New 3,425 $242K
&partners 0.00% Reduce -1.6% 3,501 $240K
Cary Street Partners Financial LLC 0.01% No change 3,327 $235K
V2 Financial group LLC 0.15% No change 3,300 $233K
Essex Bank 0.06% No change 3,300 $233K
MML Investors Services, LLC 0.00% Add +7.5% 3,287 $232K
Stratos Wealth Advisors, LLC 0.01% Reduce -61.3% 3,286 $232K
Kraft, Davis & Associates, LLC 0.07% No change 3,558 $231K
Gsa Capital Partners LLP 0.02% Reduce -32.0% 3,101 $219K
Focus Partners Wealth 0.00% Reduce -43.8% 3,099 $219K
SPC Financial, Inc. 0.02% Reduce -3.2% 3,090 $218K
Cookson Peirce & Co. Inc. 0.01% New 3,034 $214K
Equitable Holdings, Inc. 0.00% Reduce -25.5% 3,028 $214K
Manchester Capital Management LLC 0.03% No change 3,000 $212K
Guardian Asset Advisors, LLC 0.14% Reduce -16.2% 2,946 $208K
Strive Asset Management, LLC 0.14% Reduce -27.9% 2,846 $201K
Y.D. More Investments Ltd 0.02% No change 2,700 $191K
Runnymede Capital Advisors, Inc. 0.16% Reduce -4.8% 2,370 $167K
Comerica Bank 0.00% Reduce -4.3% 2,360 $167K
Brown, Lisle/Cummings, Inc. 0.05% No change 2,247 $159K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.0% 2,242 $158K
NewEdge Advisors, LLC 0.00% Reduce -1.1% 2,163 $153K
Principal Securities, Inc. 0.00% No change 2,256 $148K
Bruce G. Allen Investments, LLC 0.08% Add +0.4% 1,397 $99K
Allworth Financial LP 0.00% No change 1,430 $94K
PNC Financial Services Group, Inc. 0.00% Add +20.3% 1,281 $90K
Fifth Third Bancorp 0.00% Add +4.3% 1,261 $89K
IFP Advisors, Inc 0.00% Add +231.2% 944 $67K
Capital Analysts, LLC 0.00% Reduce -40.8% 932 $66K
Realta Investment Advisors 0.03% No change 900 $64K
Valley Wealth Managers, Inc. 0.00% No change 900 $64K
MAI Capital Management 0.00% Reduce -7.4% 859 $61K
Geneos Wealth Management Inc. 0.00% No change 798 $56K

"% of holder's portfolio" is IHE's weight in each manager's 13F, not the share of iShares US Pharmaceuticals E the manager owns.

Show all 149 holders