iShares US Pharmaceuticals EIHEETF

13F holders, Q4 2025 (December 31)
178holders +28
37new positions
14sold out
2famous investors
$84.83avg. 13F price*

At the end of Q4 2025, 178 institutions reported holding iShares US Pharmaceuticals E (IHE) in their 13F filings, up 28 from Q3 2025. 37 opened new positions and 14 sold out. The largest holders were Fisher Asset Management ($239.7M), Foundations Investment Advisors, LLC ($54.5M) and Morgan Stanley ($40.1M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions37$91.3M
Exits14$3.3M

All 13F filers, Q3 2025 → Q4 2025: 1,975,394 shares bought and 211,099 shares sold, net +1,764,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 178 holders

Fisher Asset Management 0.08% Reduce -2.1% 2,825,644 $239.7M
Foundations Investment Advisors, LLC 0.71% New 642,617 $54.5M
Morgan Stanley 0.00% Add +151.7% 472,581 $40.1M
Bank of America Corp. 0.00% Add +287.1% 444,041 $37.7M
JPMorgan Chase & Co. 0.00% Add +89.4% 212,805 $18.1M
Royal Bank of Canada 0.00% Add +51.9% 156,973 $13.3M
LPL Financial LLC 0.00% Add +21.3% 137,747 $11.7M
Anfield Capital Management, LLC 3.16% New 117,965 $10.0M
BNP Paribas Financial Markets 0.01% Add +3.0% 103,016 $8.7M
Goldman Sachs Group Inc. 0.00% Reduce -43.1% 82,878 $7.0M
Brown Advisory Inc. 0.01% No change 75,432 $6.4M
Accurate Wealth Management, LLC 0.81% New 75,126 $6.4M
Raymond James Financial Inc. 0.00% Add +2.6% 56,065 $4.8M
Prevail Innovative Wealth Advisors, LLC 0.81% New 53,387 $4.5M
Wells Fargo & Company 0.00% Add +25.3% 50,907 $4.3M
Concord Investment Counsel Inc. 1.38% Reduce -3.3% 50,022 $4.2M
Osaic Holdings, Inc. 0.01% Add +346.3% 42,672 $3.6M
AdvisorNet Financial, Inc 0.18% New 40,010 $3.4M
UBS Group AG 0.00% Add +15.0% 38,810 $3.3M
Peapack Gladstone Financial Corp. 0.03% Reduce -2.4% 31,463 $2.7M
Merit Financial Group, LLC 0.02% No change 31,323 $2.7M
Patten & Patten Inc. 0.13% Add +1.4% 26,755 $2.3M
Beacon Pointe Advisors, LLC 0.02% Add +50.4% 26,621 $2.3M
Commonwealth Equity Services, LLC 0.00% Reduce -9.0% 26,515 $2.2M
Ameriprise Financial Inc. 0.00% Add +1.3% 25,553 $2.2M
Mariner, LLC 0.00% Reduce -4.0% 25,367 $2.2M
Banque Cantonale Vaudoise 0.07% New 24,500 $2.1M
VestGen Advisors, LLC 0.09% New 23,549 $2.0M
Bank of Montreal 0.00% Add +27.0% 22,473 $1.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +4.3% 22,429 $1.9M
Citadel Advisors 0.00% Add +213.0% 21,391 $1.8M
Cahill Financial Advisors Inc. 0.19% Add +0.3% 20,309 $1.7M
D.A. Davidson & Co. 0.01% New 20,148 $1.7M
Spinnaker Trust 0.07% Reduce -12.7% 15,849 $1.3M
One Capital Management, LLC 0.04% Reduce -10.3% 15,252 $1.3M
Massachusetts Wealth Management 0.60% Reduce -1.6% 15,230 $1.3M
FMR LLC 0.00% Add +14.7% 14,792 $1.3M
Jones Financial Companies LLLP 0.00% Reduce -24.2% 14,693 $1.2M
Marshall Wace, LLP 0.00% New 14,338 $1.2M
Cetera Investment Advisers 0.00% Add +7.9% 14,118 $1.2M
Asset Management Group, Inc. 0.18% Add +0.7% 12,913 $1.1M
Texas Yale Capital Corp. 0.03% No change 12,225 $1.0M
Childress Capital Advisors, LLC 0.16% New 12,000 $1.0M
Institute for Wealth Management, LLC. 0.10% Add +6.7% 11,273 $956K
Janney Montgomery Scott LLC 0.00% Add +54.2% 10,401 $882K
HighTower Advisors, LLC 0.00% Reduce -2.1% 9,080 $770K
Axxcess Wealth Management, LLC 0.01% Add +27.7% 9,062 $769K
Truist Financial Corp. 0.00% Reduce -2.8% 8,613 $731K
Stifel Financial Corp. 0.00% Reduce -0.3% 8,467 $718K
Mercer Global Advisors Inc. 0.00% Reduce -1.2% 8,208 $696K
U.S. Capital Wealth Advisors, LLC 0.02% Add +2.8% 7,608 $645K
Arkansas Financial Group, Inc. 0.09% Reduce -3.8% 7,135 $605K
Oppenheimer & Co. Inc. 0.01% No change 6,786 $576K
Envestnet Asset Management Inc. 0.00% Reduce -17.1% 6,605 $560K
Creative Planning 0.00% Add +1.1% 6,586 $559K
Stratos Wealth Advisors, LLC 0.03% New 6,546 $555K
Corient Private Wealth LP 0.00% Add +3.1% 6,506 $552K
Rockefeller Capital Management L.P. 0.00% Reduce -39.8% 6,415 $544K
First Financial Bank - Trust Division 0.04% No change 6,396 $543K
Comerica Bank 0.00% Add +204.0% 6,330 $537K
Commonwealth Retirement Investments LLC 0.17% New 6,146 $521K
Kestra Advisory Services, LLC 0.00% Add +21.4% 5,732 $486K
Capital Investment Advisors, LLC 0.01% Reduce -24.7% 5,602 $475K
Woodmont Investment Counsel LLC 0.03% No change 5,574 $473K
Lynx Investment Advisory 0.24% New 5,244 $445K
Wealthcare Advisory Partners LLC 0.01% Add +0.2% 5,126 $435K
Federation des caisses Desjardins du Quebec 0.00% Add +6.4% 4,935 $419K
Captrust Financial Advisors 0.00% Add +0.0% 4,913 $417K
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.6% 4,696 $397K
Advisory Services Network, LLC 0.01% Add +0.7% 4,208 $357K
Raab & Moskowitz Asset Management LLC 0.08% No change 4,072 $345K
Waverly Advisors, LLC 0.00% Add +3.5% 4,045 $343K
Kingswood Wealth Advisors, LLC 0.02% Add +25.8% 3,900 $331K
Financial Partners Group, Inc 0.04% New 3,753 $325K
Private Advisor Group, LLC 0.00% Add +3.1% 3,666 $311K
MML Investors Services, LLC 0.00% Add +1.8% 3,550 $301K
United Capital Financial Advisors, LLC 0.00% New 3,549 $301K
Aft, Forsyth & Company, Inc. 0.13% Add +0.4% 3,440 $292K
Focus Partners Wealth 0.00% Reduce -5.2% 3,429 $291K
Private Capital Management, LLC 0.03% No change 3,425 $291K
Cary Street Partners Financial LLC 0.01% No change 3,327 $282K
V2 Financial group LLC 0.14% No change 3,300 $280K
Essex Bank 0.06% No change 3,300 $280K
Csenge Advisory Group 0.01% New 3,200 $271K
AlphaCore Capital LLC 0.01% New 3,090 $262K
Beacon Investment Advisory Services, Inc. 0.01% New 3,060 $260K
Hudock, Inc. 0.04% Add +3.9% 3,034 $257K
Manchester Capital Management LLC 0.03% No change 3,000 $254K
Equitable Holdings, Inc. 0.00% No change 2,877 $244K
Cambridge Investment Research Advisors, Inc. 0.00% New 2,865 $243K
Concurrent Investment Advisors, LLC 0.00% New 2,862 $243K
Susquehanna International Group, LLP 0.00% Reduce -81.7% 2,710 $230K
Y.D. More Investments Ltd 0.01% No change 2,700 $229K
Ellerson Group Inc. 0.15% New 2,619 $222K
Northwestern Mutual Wealth Management Co. 0.00% Add +28.6% 2,553 $217K
Gsa Capital Partners LLP 0.02% Reduce -38.5% 2,547 $216K
Cornerstone Wealth Group, LLC 0.01% New 2,505 $213K
PNC Financial Services Group, Inc. 0.00% Reduce -40.7% 2,416 $205K
Aviance Capital Partners, LLC 0.02% New 2,412 $205K
Brown, Lisle/Cummings, Inc. 0.05% No change 2,376 $202K

"% 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 178 holders