iShares US Pharmaceuticals EIHEETF

13F holders, Q3 2025 (September 30)
150holders +10
17new positions
7sold out
2famous investors
$72.55avg. 13F price*

At the end of Q3 2025, 150 institutions reported holding iShares US Pharmaceuticals E (IHE) in their 13F filings, up 10 from Q2 2025. 17 opened new positions and 7 sold out. The largest holders were Fisher Asset Management ($209.4M), Morgan Stanley ($13.6M) and Goldman Sachs Group Inc. ($10.6M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions17$3.8M
Exits7$3.1M

All 13F filers, Q2 2025 → Q3 2025: 92,602 shares bought and 389,469 shares sold, net −296,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 150 holders

Fisher Asset Management 0.08% Reduce -3.0% 2,886,342 $209.4M
Morgan Stanley 0.00% Add +2.5% 187,760 $13.6M
Goldman Sachs Group Inc. 0.00% Add +5.3% 145,765 $10.6M
Bank of America Corp. 0.00% Reduce -5.7% 114,709 $8.3M
LPL Financial LLC 0.00% Reduce -3.6% 113,533 $8.2M
JPMorgan Chase & Co. 0.00% Add +1.3% 112,379 $8.2M
Royal Bank of Canada 0.00% Reduce -11.1% 103,312 $7.5M
BNP Paribas Financial Markets 0.01% Reduce -50.0% 100,000 $7.3M
Brown Advisory Inc. 0.01% No change 75,432 $5.5M
Raymond James Financial Inc. 0.00% Reduce -14.0% 54,644 $4.0M
Concord Investment Counsel Inc. 1.19% — 51,729 $3.8M
Wells Fargo & Company 0.00% Reduce -8.6% 40,644 $2.9M
UBS Group AG 0.00% Reduce -18.5% 33,747 $2.4M
Peapack Gladstone Financial Corp. 0.03% Reduce -1.9% 32,221 $2.3M
Merit Financial Group, LLC 0.02% No change 31,323 $2.3M
Commonwealth Equity Services, LLC 0.00% Reduce -10.5% 29,134 $2.1M
Mariner, LLC 0.00% Reduce -0.1% 26,436 $1.9M
Patten & Patten Inc. 0.11% No change 26,383 $1.9M
Ameriprise Financial Inc. 0.00% Add +6.6% 25,221 $1.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -4.0% 21,500 $1.6M
Cahill Financial Advisors Inc. 0.17% Add +0.2% 20,254 $1.5M
Jones Financial Companies LLLP 0.00% Reduce -30.1% 19,377 $1.4M
Spinnaker Trust 0.07% No change 18,154 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -11.4% 17,700 $1.3M
Bank of Montreal 0.00% Add +164.6% 17,692 $1.3M
One Capital Management, LLC 0.04% Reduce -14.5% 16,994 $1.2M
Massachusetts Wealth Management 0.56% Reduce -1.6% 15,475 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -65.2% 14,833 $1.1M
Jane Street Group, LLC 0.00% New 13,513 $981K
Cetera Investment Advisers 0.00% Reduce -1.1% 13,079 $949K
FMR LLC 0.00% Add +8.4% 12,902 $936K
Asset Management Group, Inc. 0.15% Add +0.4% 12,825 $931K
Texas Yale Capital Corp. 0.03% Reduce -3.5% 12,225 $887K
Rockefeller Capital Management L.P. 0.00% New 10,661 $774K
Institute for Wealth Management, LLC. 0.08% Reduce -5.7% 10,565 $767K
Osaic Holdings, Inc. 0.00% Reduce -3.4% 9,562 $681K
HighTower Advisors, LLC 0.00% Reduce -34.0% 9,278 $673K
Truist Financial Corp. 0.00% Reduce -2.6% 8,864 $643K
Stifel Financial Corp. 0.00% Reduce -11.6% 8,491 $616K
Mercer Global Advisors Inc. 0.00% Add +115.0% 8,311 $603K
Tower Research Capital LLC (TRC) 0.02% Reduce -55.0% 8,159 $592K
Envestnet Asset Management Inc. 0.00% Reduce -7.7% 7,969 $578K
Capital Investment Advisors, LLC 0.01% Add +4.4% 7,437 $540K
Arkansas Financial Group, Inc. 0.08% Add +10.5% 7,415 $538K
U.S. Capital Wealth Advisors, LLC 0.01% Add +11.0% 7,404 $537K
Axxcess Wealth Management, LLC 0.01% Add +0.4% 7,094 $515K
Citadel Advisors 0.00% Reduce -82.2% 6,834 $496K
Oppenheimer & Co. Inc. 0.01% No change 6,786 $492K
Janney Montgomery Scott LLC 0.00% Reduce -1.2% 6,745 $489K
Creative Planning 0.00% Add +6.3% 6,516 $473K
First Financial Bank - Trust Division 0.04% No change 6,396 $464K
Corient Private Wealth LP 0.00% New 6,308 $458K
Woodmont Investment Counsel LLC 0.03% No change 5,574 $404K
Wealthcare Advisory Partners LLC 0.01% Add +4.4% 5,115 $371K
Captrust Financial Advisors 0.00% Add +2.1% 4,911 $356K
Advus Financial Partners, LLC 0.08% Reduce -20.3% 4,798 $348K
Kestra Advisory Services, LLC 0.00% Reduce -1.5% 4,720 $342K
Federation des caisses Desjardins du Quebec 0.00% Add +6.1% 4,640 $337K
PFG Advisors 0.01% New 4,523 $328K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.0% 4,207 $316K
Advisory Services Network, LLC 0.00% No change 4,178 $303K
Gsa Capital Partners LLP 0.03% New 4,140 $300K
PNC Financial Services Group, Inc. 0.00% Add +218.0% 4,074 $296K
Raab & Moskowitz Asset Management LLC 0.07% Reduce -13.2% 4,072 $295K
GTS Securities LLC 0.01% New 3,998 $290K
Waverly Advisors, LLC 0.00% No change 3,910 $284K
Focus Partners Wealth 0.00% Add +16.0% 3,617 $263K
Matthew Goff Investment Advisor, LLC 0.04% No change 3,615 $262K
Private Advisor Group, LLC 0.00% Reduce -17.5% 3,556 $258K
Apexium Financial, LP 0.01% Add +0.2% 3,492 $253K
MML Investors Services, LLC 0.00% Reduce -24.4% 3,487 $253K
Sequoia Financial Advisors, LLC 0.00% No change 3,433 $249K
Aft, Forsyth & Company, Inc. 0.12% Reduce -0.4% 3,425 $249K
Private Capital Management, LLC 0.02% No change 3,425 $249K
Cary Street Partners Financial LLC 0.01% No change 3,327 $241K
V2 Financial group LLC 0.13% No change 3,300 $239K
Essex Bank 0.05% No change 3,300 $239K
Kingswood Wealth Advisors, LLC 0.01% No change 3,100 $225K
SPC Financial, Inc. 0.02% No change 3,090 $224K
Manchester Capital Management LLC 0.03% No change 3,000 $218K
Hudock, Inc. 0.03% New 2,920 $212K
Equitable Holdings, Inc. 0.00% New 2,877 $209K
Spire Wealth Management 0.01% Reduce -29.6% 2,855 $207K
Y.D. More Investments Ltd 0.01% No change 2,700 $196K
Brown, Lisle/Cummings, Inc. 0.04% No change 2,376 $172K
Wealthspire Advisors, LLC 0.00% New 2,372 $172K
Comerica Bank 0.00% Reduce -1.9% 2,082 $151K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.6% 1,986 $144K
Allworth Financial LP 0.00% Reduce -7.0% 1,430 $104K
Bruce G. Allen Investments, LLC 0.07% Add +0.4% 1,410 $102K
Ameritas Advisory Services, LLC 0.01% Reduce -52.6% 1,220 $89K
NewEdge Advisors, LLC 0.00% No change 1,212 $88K
Fifth Third Bancorp 0.00% No change 1,167 $85K
Realta Investment Advisors 0.02% No change 900 $65K
Valley Wealth Managers, Inc. 0.00% No change 900 $65K
Rothschild Investment LLC 0.00% Add +116.9% 846 $61K
Sunbelt Securities, Inc. 0.00% Reduce -77.3% 840 $61K
CX Institutional 0.00% Add +2665.5% 802 $58K
Geneos Wealth Management Inc. 0.00% No change 798 $58K
IFP Advisors, Inc 0.00% No change 704 $51K
TD Waterhouse Canada Inc. 0.00% No change 645 $48K
Capital Analysts, LLC 0.00% Reduce -31.1% 642 $47K
Islay Capital Management, LLC 0.03% No change 630 $46K
MAI Capital Management 0.00% Reduce -27.0% 628 $46K
Trust Co. of Vermont 0.00% No change 609 $44K
National Bank of Canada 0.00% Add +42.7% 585 $42K
Ameriflex Group, Inc. 0.02% Add +100.0% 582 $42K
Union Bancaire Privee, UBP SA 0.00% No change 660 $40K
Mather Group, Llc. 0.00% New 527 $38K
Harbour Investments, Inc. 0.00% No change 499 $36K
Piscataqua Savings Bank 0.03% No change 498 $36K
Arlington Trust Co LLC 0.01% No change 450 $33K
HHM Wealth Advisors, LLC 0.00% No change 450 $33K
Lanark Financial, Inc. 0.00% No change 430 $31K
Harbor Asset Planning, Inc. 0.03% Add +0.5% 414 $30K
Cwm, LLC 0.00% Add +28.4% 339 $25K
O'shaughnessy Asset Management, LLC 0.00% Add +72.4% 343 $25K
AE Wealth Management LLC 0.00% Add +107.0% 323 $23K
Russell Investments Group, Ltd. 0.00% No change 318 $23K
Steward Partners Investment Advisory, LLC 0.00% No change 315 $23K
Fairscale Capital, LLC 0.02% No change 303 $22K
Duncker Streett & Co. Inc. 0.00% No change 300 $22K
Global Retirement Partners, LLC 0.00% Reduce -3.1% 284 $21K
Root Financial Partners, LLC 0.00% New 270 $20K
Creative Financial Designs Inc. 0.00% Add +0.4% 263 $19K
Principal Securities, Inc. 0.00% Reduce -30.6% 225 $16K
Cordgrass Capital Advisors, LLC 0.00% No change 210 $15K
Franklin Resources Inc. 0.00% No change 198 $14K
Grey Fox Wealth Advisors, LLC 0.00% New 192 $14K
US Bancorp \de 0.00% Reduce -57.8% 162 $12K
Assetmark, Inc. 0.00% Reduce -50.0% 153 $11K
Private Wealth Asset Management, LLC 0.00% No change 150 $11K
Farmers & Merchants Investments Inc. 0.00% No change 150 $11K
Guerra Advisors Inc 0.00% New 138 $10K
Running Point Capital Advisors, LLC 0.00% No change 135 $10K
EPG Wealth Management LLC 0.00% No change 106 $8K
Larson Financial Group LLC 0.00% New 96 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 90 $7K
Aptus Capital Advisors, LLC 0.00% No change 87 $6K
FWL Investment Management, LLC 0.00% No change 84 $6K
SOA Wealth Advisors, LLC. 0.00% No change 84 $6K
YANKCOM Partnership 0.00% No change 81 $6K
BTG Pactual Asset Management US LLC 0.00% No change 87 $6K
IMG Wealth Management, Inc. 0.00% No change 56 $4K
Ancora Advisors LLC 0.00% New 54 $4K
First Command Advisory Services, Inc. 0.00% No change 54 $4K
BlackRock, Inc. 0.00% New 33 $2K
Cloud Capital Management, LLC 0.00% New 23 $1K
North Star Investment Management Corp. 0.00% No change 11 $779
Raleigh Capital Management Inc. 0.00% No change 1 $72

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