iShares US Pharmaceuticals EIHEETF

13F holders, Q1 2026 (March 31)
195holders +17
33new positions
13sold out
3famous investors
$86.62avg. 13F price*

At the end of Q1 2026, 195 institutions reported holding iShares US Pharmaceuticals E (IHE) in their 13F filings, up 17 from Q4 2025. 33 opened new positions and 13 sold out. The largest holders were Fisher Asset Management ($239.9M), Foundations Investment Advisors, LLC ($59.7M) and Morgan Stanley ($41.6M). 3 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions33$51.8M
Exits13$14.4M

All 13F filers, Q4 2025 → Q1 2026: 1,518,566 shares bought and 390,483 shares sold, net +1,128,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 195 holders

Fisher Asset Management 0.08% Reduce -2.1% 2,767,359 $239.9M
Foundations Investment Advisors, LLC 0.74% Add +7.3% 689,274 $59.7M
Morgan Stanley 0.00% Add +1.6% 480,268 $41.6M
Bank of America Corp. 0.00% Add +2.8% 456,606 $39.6M
JPMorgan Chase & Co. 0.00% Add +76.6% 375,746 $31.6M
Aptus Capital Advisors, LLC 0.21% Add +325517.0% 286,543 $24.8M
McElhenny Sheffield Capital Management, LLC 4.35% New 202,612 $17.6M
LPL Financial LLC 0.00% Add +23.6% 170,188 $14.8M
Anfield Capital Management, LLC 3.09% Add +9.8% 129,577 $11.2M
Insight Wealth Strategies, LLC 1.15% New 118,692 $10.3M
Royal Bank of Canada 0.00% Reduce -25.9% 116,293 $10.1M
Cetera Investment Advisers 0.01% Add +675.4% 109,471 $9.5M
Prevail Innovative Wealth Advisors, LLC 1.36% Add +74.4% 93,112 $8.1M
Goldman Sachs Group Inc. 0.00% Reduce -3.6% 79,908 $6.9M
Brown Advisory Inc. 0.01% No change 75,432 $6.5M
Virtue Capital Management, LLC 0.98% New 76,344 $6.4M
Wells Fargo & Company 0.00% Add +37.4% 69,932 $6.1M
Raymond James Financial Inc. 0.00% Add +19.0% 66,738 $5.8M
Cadent Capital Advisors, LLC 1.41% New 61,616 $5.3M
Susquehanna International Group, LLP 0.01% Add +2128.8% 60,401 $5.2M
Concurrent Investment Advisors, LLC 0.05% Add +1898.2% 57,188 $5.0M
BNP Paribas Financial Markets 0.00% Reduce -48.3% 53,289 $4.6M
Concord Investment Counsel Inc. 1.43% Reduce -1.7% 49,158 $4.3M
Ameriprise Financial Inc. 0.00% Add +83.3% 46,842 $4.1M
AdvisorNet Financial, Inc 0.18% Add +2.5% 40,993 $3.6M
UBS Group AG 0.00% Add +2.2% 39,680 $3.4M
Osaic Holdings, Inc. 0.00% Reduce -12.2% 37,482 $3.2M
Beacon Pointe Advisors, LLC 0.02% Add +37.7% 36,666 $3.2M
Merit Financial Group, LLC 0.02% No change 31,323 $2.7M
Peapack Gladstone Financial Corp. 0.03% Reduce -1.0% 31,159 $2.7M
Commonwealth Equity Services, LLC 0.00% Add +0.7% 26,704 $2.3M
Patten & Patten Inc. 0.14% Reduce -0.8% 26,540 $2.3M
Mariner, LLC 0.00% Reduce -1.8% 24,922 $2.2M
Cahill Financial Advisors Inc. 0.19% Add +0.1% 20,336 $1.8M
FMR LLC 0.00% Add +34.0% 19,814 $1.7M
D.A. Davidson & Co. 0.01% Reduce -6.6% 18,816 $1.6M
Lee Johnson Capital Management, LLC 0.57% New 18,493 $1.6M
GFS Advisors, LLC 0.10% New 9,000 $1.5M
CX Institutional 0.04% Add +670.2% 16,252 $1.4M
Spinnaker Trust 0.08% No change 15,849 $1.4M
Jones Financial Companies LLLP 0.00% Add +5.8% 15,548 $1.3M
Massachusetts Wealth Management 0.56% Reduce -2.7% 14,820 $1.3M
St. Louis Financial Planners Asset Management, LLC 0.68% New 13,804 $1.2M
One Capital Management, LLC 0.03% Reduce -13.4% 13,205 $1.1M
Citadel Advisors 0.00% Reduce -38.6% 13,126 $1.1M
Asset Management Group, Inc. 0.18% Add +0.3% 12,957 $1.1M
Avior Wealth Management, LLC 0.03% New 12,856 $1.1M
Texas Yale Capital Corp. 0.03% No change 12,225 $1.1M
Institute for Wealth Management, LLC. 0.10% Reduce -0.3% 11,244 $975K
HighTower Advisors, LLC 0.00% Add +6.2% 9,646 $836K
SeaBridge Investment Advisors LLC 0.14% New 9,367 $812K
Arkansas Financial Group, Inc. 0.11% Add +26.3% 9,011 $791K
Truist Financial Corp. 0.00% Add +4.7% 9,020 $782K
Raleigh Capital Management Inc. 0.26% Add +865800.0% 8,659 $751K
Stifel Financial Corp. 0.00% Add +1.7% 8,613 $747K
Envestnet Asset Management Inc. 0.00% Add +19.9% 7,921 $687K
Bank of Montreal 0.00% Reduce -65.1% 7,841 $680K
WorthPointe, LLC 0.18% New 7,683 $666K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -5.9% 7,156 $620K
Harbour Investments, Inc. 0.01% Add +294.8% 7,103 $616K
Lynx Investment Advisory 0.28% Add +30.9% 6,867 $595K
Janney Montgomery Scott LLC 0.00% Reduce -34.0% 6,865 $595K
Creative Planning 0.00% Add +3.9% 6,844 $593K
Oppenheimer & Co. Inc. 0.01% No change 6,786 $588K
Summit Global Investments 0.03% New 6,729 $583K
Fifth Third Bancorp 0.00% Add +462.1% 6,560 $569K
Cambridge Investment Research Advisors, Inc. 0.00% Add +127.5% 6,519 $565K
Corient Private Wealth LP 0.00% Reduce -0.3% 6,489 $562K
Rockefeller Capital Management L.P. 0.00% No change 6,415 $556K
Kestra Advisory Services, LLC 0.00% Add +10.0% 6,303 $546K
Wealth Enhancement Advisory Services, LLC 0.00% Add +33.0% 6,246 $544K
Heritage Oak Wealth Advisors LLC 0.17% New 6,117 $530K
Purewater Capital LLC 0.50% — 6,072 $526K
Baker Avenue Asset Management, LP 0.01% New 5,894 $511K
Federation des caisses Desjardins du Quebec 0.00% Add +17.1% 5,780 $501K
Mercer Global Advisors Inc. 0.00% Reduce -31.1% 5,652 $490K
Woodmont Investment Counsel LLC 0.03% No change 5,574 $483K
Capital Investment Advisors, LLC 0.01% Reduce -1.4% 5,525 $479K
American Institute for Advanced Investment Management, LLP 0.30% New 5,351 $464K
Captrust Financial Advisors 0.00% Add +8.3% 5,323 $461K
First Financial Bank - Trust Division 0.04% Reduce -20.8% 5,069 $439K
Wealthcare Advisory Partners LLC 0.01% Reduce -3.0% 4,972 $431K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -79.7% 4,554 $395K
Kingswood Wealth Advisors, LLC 0.02% Add +12.8% 4,398 $381K
Moneco Advisors, LLC 0.03% New 4,384 $380K
Waverly Advisors, LLC 0.00% Add +0.2% 4,052 $351K
Raab & Moskowitz Asset Management LLC 0.07% Reduce -7.2% 3,779 $328K
Madison Wealth Partners, Inc 0.05% New 3,737 $324K
Financial Partners Group, Inc 0.04% Reduce -0.6% 3,731 $323K
Matthew Goff Investment Advisor, LLC 0.05% New 3,615 $313K
FFG Partners, LLC 0.12% New 3,605 $312K
United Capital Financial Advisors, LLC 0.00% Add +0.1% 3,554 $308K
Private Advisor Group, LLC 0.00% Reduce -3.7% 3,530 $306K
Lifeworks Advisors, LLC 0.04% New 3,473 $301K
Aft, Forsyth & Company, Inc. 0.14% Add +0.2% 3,447 $299K
Cary Street Partners Financial LLC 0.01% No change 3,327 $288K
V2 Financial group LLC 0.13% No change 3,300 $286K
Essex Bank 0.06% No change 3,300 $286K
Commonwealth Retirement Investments LLC 0.09% Reduce -46.5% 3,290 $285K
Hudock, Inc. 0.04% Add +6.1% 3,220 $279K

"% 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 195 holders