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
Wealthspire Advisors, LLC 0.00% Add +0.1% 2,375 $201K
CX Institutional 0.01% Add +163.1% 2,110 $179K
Harbour Investments, Inc. 0.00% Add +260.5% 1,799 $153K
Advisors Preferred, LLC 0.02% New 1,655 $140K
Allworth Financial LP 0.00% Add +6.9% 1,529 $130K
Acumen Wealth Advisors, LLC 0.04% — 1,480 $126K
Bruce G. Allen Investments, LLC 0.08% Add +0.6% 1,419 $120K
Capital Analysts, LLC 0.00% Add +118.1% 1,400 $119K
Farther Finance Advisors, LLC 0.00% New 1,312 $111K
Fifth Third Bancorp 0.00% No change 1,167 $99K
NewEdge Advisors, LLC 0.00% Reduce -20.5% 963 $82K
Valley Wealth Managers, Inc. 0.00% No change 900 $76K
TD Waterhouse Canada Inc. 0.00% Add +34.9% 870 $74K
Rothschild Investment LLC 0.00% No change 846 $72K
Sunbelt Securities, Inc. 0.00% No change 840 $71K
Global Retirement Partners, LLC 0.00% Add +194.7% 837 $71K
Geneos Wealth Management Inc. 0.00% No change 798 $68K
Cwm, LLC 0.00% Add +128.9% 776 $66K
Steward Partners Investment Advisory, LLC 0.00% Add +125.7% 711 $60K
IFP Advisors, Inc 0.00% No change 704 $60K
Islay Capital Management, LLC 0.03% No change 630 $53K
Lanark Financial, Inc. 0.00% Add +46.5% 630 $53K
MAI Capital Management 0.00% No change 628 $53K
Trust Co. of Vermont 0.00% No change 609 $52K
Union Bancaire Privee, UBP SA 0.00% No change 660 $48K
National Bank of Canada 0.00% Reduce -10.9% 521 $44K
Root Financial Partners, LLC 0.00% Add +88.9% 510 $43K
Accent Capital Management, LLC 0.02% New 500 $42K
Piscataqua Savings Bank 0.03% No change 498 $42K
Blueline Advisors LLC 0.03% — 480 $41K
Assetmark, Inc. 0.00% Add +203.9% 465 $39K
O'shaughnessy Asset Management, LLC 0.00% Add +35.0% 463 $39K
AE Wealth Management LLC 0.00% Add +41.2% 456 $39K
HHM Wealth Advisors, LLC 0.00% No change 450 $38K
Arlington Trust Co LLC 0.00% No change 450 $38K
EFG International AG 0.00% — 447 $38K
Citigroup Inc. 0.00% New 433 $37K
Harbor Asset Planning, Inc. 0.03% Add +0.5% 416 $35K
Russell Investments Group, Ltd. 0.00% Add +22.3% 389 $33K
Fairscale Capital, LLC 0.02% No change 303 $26K
Duncker Streett & Co. Inc. 0.00% No change 300 $25K
Ameriflex Group, Inc. 0.01% Reduce -50.0% 291 $25K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 288 $24K
Creative Financial Designs Inc. 0.00% Add +0.8% 265 $22K
Meramec Financial Planners, LLC 0.01% — 210 $19K
Cordgrass Capital Advisors, LLC 0.00% No change 210 $18K
Franklin Resources Inc. 0.00% No change 198 $17K
Godfrey Financial Associates, Inc. 0.01% — 177 $15K
Abound Wealth Management 0.00% New 168 $14K
US Bancorp \de 0.00% No change 162 $14K
High Point Wealth Management, LLC 0.01% — 152 $13K
Private Wealth Asset Management, LLC 0.00% No change 150 $13K
Farmers & Merchants Investments Inc. 0.00% No change 150 $13K
Spire Wealth Management 0.00% Reduce -94.8% 150 $13K
Running Point Capital Advisors, LLC 0.00% No change 135 $11K
EPG Wealth Management LLC 0.00% Add +0.9% 107 $9K
Larson Financial Group LLC 0.00% No change 96 $8K
Bravera Wealth 0.00% — 92 $8K
Bartlett & Co. Wealth Management LLC 0.00% No change 90 $8K
Sound Income Strategies, LLC 0.00% New 88 $8K
Aptus Capital Advisors, LLC 0.00% Add +1.1% 88 $7K
N.E.W. Advisory Services LLC 0.00% New 87 $7K
FWL Investment Management, LLC 0.00% No change 84 $7K
SOA Wealth Advisors, LLC. 0.00% No change 84 $7K
YANKCOM Partnership 0.00% No change 81 $7K
Pinnacle Wealth Planning Services, Inc. 0.00% New 72 $6K
IMG Wealth Management, Inc. 0.00% Add +1.8% 57 $5K
Ancora Advisors LLC 0.00% No change 54 $5K
First Command Advisory Services, Inc. 0.00% No change 54 $5K
Bogart Wealth, LLC 0.00% New 50 $4K
CIBC Private Wealth Group LLC 0.00% New 39 $3K
BlackRock, Inc. 0.00% No change 33 $3K
Arax Advisory Partners 0.00% New 24 $2K
Flagship Harbor Advisors, LLC 0.00% New 21 $2K
Nvest Wealth Strategies, Inc. 0.00% — 15 $1K
North Star Investment Management Corp. 0.00% No change 11 $917
Morton Brown Family Wealth, LLC 0.00% New 9 $763
Raleigh Capital Management Inc. 0.00% No change 1 $85

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