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
Csenge Advisory Group 0.01% No change 3,200 $277K
Jane Street Group, LLC 0.00% New 3,195 $277K
MML Investors Services, LLC 0.00% Reduce -11.6% 3,140 $272K
AlphaCore Capital LLC 0.01% No change 3,090 $268K
Beacon Investment Advisory Services, Inc. 0.01% No change 3,060 $265K
Thoroughbred Financial Services, LLC 0.02% New 3,046 $264K
Manchester Capital Management LLC 0.04% No change 3,000 $260K
Private Capital Management, LLC 0.03% Reduce -14.0% 2,945 $255K
Advisory Services Network, LLC 0.00% Reduce -30.7% 2,918 $253K
Cornerstone Wealth Group, LLC 0.02% Add +13.7% 2,847 $246K
Equitable Holdings, Inc. 0.00% No change 2,877 $244K
Y.D. More Investments Ltd 0.01% No change 2,700 $234K
Guardian Asset Advisors, LLC 0.13% New 2,637 $229K
Ellerson Group Inc. 0.15% No change 2,619 $227K
AQR Capital Management 0.00% New 2,606 $226K
Focus Partners Wealth 0.00% Reduce -25.9% 2,542 $220K
Aviance Capital Partners, LLC 0.02% No change 2,412 $209K
Wealthspire Advisors, LLC 0.00% Add +0.0% 2,376 $206K
Runnymede Capital Advisors, Inc. 0.17% New 2,310 $200K
Brown, Lisle/Cummings, Inc. 0.05% Reduce -7.6% 2,196 $190K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -21.4% 2,007 $174K
Farther Finance Advisors, LLC 0.00% Add +37.1% 1,799 $158K
Allworth Financial LP 0.00% Add +3.9% 1,589 $138K
Acumen Wealth Advisors, LLC 0.03% No change 1,480 $128K
Integrity Financial Corp 0.06% New 1,434 $124K
Bruce G. Allen Investments, LLC 0.08% Add +0.3% 1,424 $123K
NewEdge Advisors, LLC 0.00% Add +45.1% 1,397 $121K
Capital Analysts, LLC 0.00% Reduce -0.6% 1,392 $121K
PNC Financial Services Group, Inc. 0.00% Reduce -43.5% 1,365 $118K
Steward Partners Investment Advisory, LLC 0.00% Add +82.7% 1,299 $113K
Cassaday & Co Wealth Management LLC 0.00% New 977 $85K
Sunbelt Securities, Inc. 0.01% Add +14.3% 960 $83K
Valley Wealth Managers, Inc. 0.01% No change 900 $78K
TD Waterhouse Canada Inc. 0.00% No change 870 $76K
Rothschild Investment LLC 0.00% No change 846 $73K
Geneos Wealth Management Inc. 0.00% No change 798 $69K
AE Wealth Management LLC 0.00% Add +70.0% 775 $67K
IFP Advisors, Inc 0.00% No change 704 $61K
Root Financial Partners, LLC 0.00% Add +36.5% 696 $60K
Lanark Financial, Inc. 0.00% Add +8.7% 685 $59K
O'shaughnessy Asset Management, LLC 0.00% Add +39.3% 645 $56K
Islay Capital Management, LLC 0.03% No change 630 $55K
MAI Capital Management 0.00% No change 628 $54K
Union Bancaire Privee, UBP SA 0.00% No change 660 $48K
Arax Advisory Partners 0.00% Add +2212.5% 555 $48K
Mather Group, Llc. 0.00% New 527 $46K
Accent Capital Management, LLC 0.02% No change 500 $43K
Piscataqua Savings Bank 0.03% No change 498 $43K
Blueline Advisors LLC 0.03% No change 480 $42K
Assetmark, Inc. 0.00% No change 465 $40K
HHM Wealth Advisors, LLC 0.00% No change 450 $39K
Arlington Trust Co LLC 0.00% No change 450 $39K
Russell Investments Group, Ltd. 0.00% Add +13.4% 441 $38K
Virginia Estate & Retirement Planning Advisors Inc. 0.07% — 401 $38K
Harbor Asset Planning, Inc. 0.03% Add +0.5% 418 $36K
Qube Research & Technologies Ltd 0.00% New 378 $33K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +21.9% 351 $30K
Cwm, LLC 0.00% Reduce -56.2% 340 $29K
Fairscale Capital, LLC 0.02% No change 303 $26K
Duncker Streett & Co. Inc. 0.00% No change 300 $26K
Ameriflex Group, Inc. 0.01% No change 291 $25K
Creative Financial Designs Inc. 0.00% Add +0.4% 266 $23K
BlackRock, Inc. 0.00% Add +690.9% 261 $23K
National Bank of Canada 0.00% Reduce -49.9% 261 $23K
Meramec Financial Planners, LLC 0.01% Add +0.5% 211 $19K
Cordgrass Capital Advisors, LLC 0.00% No change 210 $18K
Realta Investment Advisors 0.01% New 204 $18K
Franklin Resources Inc. 0.00% No change 198 $17K
Godfrey Financial Associates, Inc. 0.01% No change 177 $15K
Abound Wealth Management 0.00% No change 168 $15K
US Bancorp \de 0.00% No change 162 $14K
High Point Wealth Management, LLC 0.01% Add +0.7% 153 $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% No change 150 $13K
Turim 21 Investimentos Ltda. 0.00% New 109 $9K
EPG Wealth Management LLC 0.00% No change 107 $9K
SHP Wealth Management 0.00% New 100 $9K
Larson Financial Group LLC 0.00% No change 96 $8K
Bravera Wealth 0.00% No change 92 $8K
Bartlett & Co. Wealth Management LLC 0.00% No change 90 $8K
Sound Income Strategies, LLC 0.00% No change 88 $8K
N.E.W. Advisory Services LLC 0.00% No change 87 $8K
Twin Peaks Wealth Advisors, LLC 0.00% New 84 $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% No change 72 $6K
IMG Wealth Management, Inc. 0.00% No change 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% Add +2.0% 51 $4K
CVA Family Office, LLC 0.00% New 31 $3K
North Star Investment Management Corp. 0.00% No change 11 $940
Morton Brown Family Wealth, LLC 0.00% No change 9 $780

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