iShares US Pharmaceuticals EIHEETF

13F holders, Q2 2025 (June 30)
140holders −9
13new positions
24sold out
2famous investors
$65.54avg. 13F price*

At the end of Q2 2025, 140 institutions reported holding iShares US Pharmaceuticals E (IHE) in their 13F filings, down 9 from Q1 2025. 13 opened new positions and 24 sold out. The largest holders were Fisher Asset Management ($195.1M), BNP Paribas Financial Markets ($13.1M) and Morgan Stanley ($12.0M). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$16.5M
Exits24$6.4M

All 13F filers, Q1 2025 → Q2 2025: 455,810 shares bought and 370,036 shares sold, net +85,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 140 holders

Fisher Asset Management 0.08% Reduce -5.3% 2,976,691 $195.1M
BNP Paribas Financial Markets 0.01% New 200,000 $13.1M
Morgan Stanley 0.00% Reduce -13.6% 183,115 $12.0M
Goldman Sachs Group Inc. 0.00% Add +32.1% 138,478 $9.1M
Bank of America Corp. 0.00% Reduce -13.6% 121,669 $8.0M
LPL Financial LLC 0.00% Reduce -1.7% 117,808 $7.7M
Royal Bank of Canada 0.00% Add +13.9% 116,187 $7.6M
JPMorgan Chase & Co. 0.00% Add +781.6% 110,936 $7.3M
Brown Advisory Inc. 0.01% Reduce -17.2% 75,432 $4.9M
Raymond James Financial Inc. 0.00% Add +3.2% 63,564 $4.2M
Wells Fargo & Company 0.00% Reduce -31.6% 44,470 $2.9M
Susquehanna International Group, LLP 0.00% Reduce -11.5% 42,566 $2.8M
UBS Group AG 0.00% Add +12.9% 41,406 $2.7M
Citadel Advisors 0.00% Add +71.1% 38,321 $2.5M
Thrivent Financial for Lutherans 0.01% Add +4.7% 37,636 $2.5M
Peapack Gladstone Financial Corp. 0.03% Reduce -3.7% 32,835 $2.2M
Commonwealth Equity Services, LLC 0.00% Reduce -11.6% 32,565 $2.1M
Merit Financial Group, LLC 0.02% Add +0.4% 31,323 $2.1M
Jones Financial Companies LLLP 0.00% Reduce -6.6% 27,741 $1.8M
Mariner, LLC 0.00% Reduce -3.0% 26,469 $1.7M
Patten & Patten Inc. 0.11% Reduce -1.0% 26,383 $1.7M
Ameriprise Financial Inc. 0.00% Add +491.9% 23,658 $1.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% New 22,396 $1.5M
Cahill Financial Advisors Inc. 0.16% Add +0.2% 20,220 $1.3M
Beacon Pointe Advisors, LLC 0.01% Add +0.5% 19,985 $1.3M
One Capital Management, LLC 0.05% Reduce -13.4% 19,866 $1.3M
Spinnaker Trust 0.07% No change 18,154 $1.2M
Tower Research Capital LLC (TRC) 0.03% Add +25.9% 18,116 $1.2M
Massachusetts Wealth Management 0.58% Add +2.1% 15,720 $1.0M
HighTower Advisors, LLC 0.00% Add +5.2% 14,066 $922K
Cetera Investment Advisers 0.00% Add +12.8% 13,220 $866K
Asset Management Group, Inc. 0.15% Add +0.5% 12,769 $837K
Texas Yale Capital Corp. 0.03% Reduce -2.0% 12,675 $831K
FMR LLC 0.00% Reduce -1.7% 11,897 $780K
Institute for Wealth Management, LLC. 0.08% Reduce -0.8% 11,198 $734K
Osaic Holdings, Inc. 0.00% Add +19.7% 9,894 $650K
Stifel Financial Corp. 0.00% Reduce -5.0% 9,600 $629K
Boothe Investment Group, Inc. 0.23% New 9,189 $602K
Truist Financial Corp. 0.00% Add +2.9% 9,104 $593K
Envestnet Asset Management Inc. 0.00% Add +2.8% 8,633 $566K
Capital Investment Advisors, LLC 0.01% Add +28.7% 7,124 $467K
Axxcess Wealth Management, LLC 0.01% Add +0.5% 7,063 $463K
Janney Montgomery Scott LLC 0.00% Reduce -5.8% 6,829 $448K
Oppenheimer & Co. Inc. 0.01% No change 6,786 $445K
Arkansas Financial Group, Inc. 0.07% No change 6,713 $440K
Bank of Montreal 0.00% Reduce -13.9% 6,686 $438K
U.S. Capital Wealth Advisors, LLC 0.01% Add +24.1% 6,668 $437K
First Financial Bank - Trust Division 0.04% No change 6,396 $419K
Creative Planning 0.00% Reduce -3.2% 6,127 $402K
Advus Financial Partners, LLC 0.10% New 6,018 $394K
Woodmont Investment Counsel LLC 0.02% No change 5,574 $365K
Wealthcare Advisory Partners LLC 0.01% Add +4.3% 4,898 $321K
Captrust Financial Advisors 0.00% Reduce -5.4% 4,810 $315K
Kestra Advisory Services, LLC 0.00% Reduce -9.0% 4,790 $314K
Raab & Moskowitz Asset Management LLC 0.07% Reduce -2.3% 4,693 $308K
MML Investors Services, LLC 0.00% Add +40.4% 4,615 $302K
Federation des caisses Desjardins du Quebec 0.00% Add +4.8% 4,375 $287K
Private Advisor Group, LLC 0.00% Reduce -7.4% 4,310 $282K
Advisory Services Network, LLC 0.00% Reduce -2.8% 4,178 $275K
Northeast Financial Consultants Inc 0.01% No change 4,140 $271K
Spire Wealth Management 0.01% Reduce -11.2% 4,055 $266K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,967 $264K
Waverly Advisors, LLC 0.00% No change 3,910 $256K
Mercer Global Advisors Inc. 0.00% Reduce -3.0% 3,865 $253K
Sunbelt Securities, Inc. 0.02% New 3,702 $243K
Matthew Goff Investment Advisor, LLC 0.04% No change 3,615 $237K
Apexium Financial, LP 0.01% Add +0.2% 3,484 $228K
Aft, Forsyth & Company, Inc. 0.12% Add +0.3% 3,440 $225K
Sequoia Financial Advisors, LLC 0.00% No change 3,433 $225K
Private Capital Management, LLC 0.02% No change 3,425 $224K
Cary Street Partners Financial LLC 0.01% No change 3,327 $218K
V2 Financial group LLC 0.13% No change 3,300 $216K
Essex Bank 0.05% No change 3,300 $216K
Focus Partners Wealth 0.00% Add +0.6% 3,117 $204K
Kingswood Wealth Advisors, LLC 0.02% New 3,100 $203K
SPC Financial, Inc. 0.02% No change 3,090 $203K
Manchester Capital Management LLC 0.03% No change 3,000 $197K
Y.D. More Investments Ltd 0.01% No change 2,700 $177K
Ameritas Advisory Services, LLC 0.01% New 2,574 $169K
Brown, Lisle/Cummings, Inc. 0.04% Add +5.7% 2,376 $156K
Comerica Bank 0.00% Reduce -10.1% 2,122 $139K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -15.3% 1,899 $124K
Allworth Financial LP 0.00% Add +7.5% 1,538 $101K
Bruce G. Allen Investments, LLC 0.07% Add +0.5% 1,404 $92K
PNC Financial Services Group, Inc. 0.00% No change 1,281 $84K
NewEdge Advisors, LLC 0.00% Reduce -44.0% 1,212 $79K
Fifth Third Bancorp 0.00% Reduce -7.5% 1,167 $76K
Capital Analysts, LLC 0.00% No change 932 $61K
Realta Investment Advisors 0.02% No change 900 $59K
Valley Wealth Managers, Inc. 0.00% No change 900 $59K
MAI Capital Management 0.00% Add +0.1% 860 $56K
Geneos Wealth Management Inc. 0.00% No change 798 $52K
Jackson Hole Capital Partners, LLC 0.01% No change 750 $49K
IFP Advisors, Inc 0.00% Reduce -25.4% 704 $46K
TD Waterhouse Canada Inc. 0.00% No change 645 $43K
Islay Capital Management, LLC 0.03% No change 630 $41K
Trust Co. of Vermont 0.00% No change 609 $40K
Union Bancaire Privee, UBP SA 0.00% No change 660 $37K
Harbour Investments, Inc. 0.00% Add +13.9% 499 $33K
Piscataqua Savings Bank 0.03% No change 498 $33K

"% 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 140 holders