iShares US Pharmaceuticals EIHEETF

13F holders, Q2 2026 (June 30)
209holders +14
32new positions
20sold out
3famous investors
$99.71avg. 13F price*

At the end of Q2 2026, 209 institutions reported holding iShares US Pharmaceuticals E (IHE) in their 13F filings, up 14 from Q1 2026. 32 opened new positions and 20 sold out. The largest holders were Fisher Asset Management ($270.6M), Bank of America Corp. ($85.4M) and JPMorgan Chase & Co. ($55.5M). 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions32$65.3M
Exits20$61.2M

All 13F filers, Q1 2026 → Q2 2026: 1,609,197 shares bought and 1,757,830 shares sold, net −148,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 209 holders

Fisher Asset Management 0.08% Reduce -1.3% 2,732,837 $270.6M
Bank of America Corp. 0.01% Add +88.9% 862,713 $85.4M
JPMorgan Chase & Co. 0.00% Add +47.4% 553,812 $55.5M
Morgan Stanley 0.00% Reduce -4.7% 457,623 $45.3M
LPL Financial LLC 0.01% Add +35.7% 230,925 $22.9M
TD Asset Management Inc 0.02% New 192,500 $19.1M
Mirae Asset Global Investments Co., Ltd. 0.04% New 190,000 $18.8M
Goldman Sachs Group Inc. 0.00% Add +132.6% 185,841 $18.4M
Royal Bank of Canada 0.00% Add +16.2% 135,148 $13.4M
Insight Wealth Strategies, LLC 1.18% Add +3.3% 122,642 $12.1M
UBS Group AG 0.00% Add +177.5% 110,100 $10.9M
Wells Fargo & Company 0.00% Add +7.9% 75,451 $7.5M
Brown Advisory Inc. 0.01% No change 75,432 $7.5M
Raymond James Financial Inc. 0.00% Add +7.6% 71,836 $7.1M
Monument Capital Management 1.21% New 60,787 $6.0M
BNP Paribas Financial Markets 0.00% Reduce -1.5% 52,491 $5.2M
Concurrent Investment Advisors, LLC 0.04% Reduce -8.3% 52,448 $5.2M
Concord Investment Counsel Inc. 1.34% Add +0.6% 49,456 $4.9M
Accurate Wealth Management, LLC 0.46% New 47,786 $4.8M
GFS Advisors, LLC 0.50% Reduce -97.0% 270 $4.7M
Susquehanna International Group, LLP 0.00% Reduce -28.1% 43,401 $4.3M
Ameriprise Financial Inc. 0.00% Reduce -10.9% 41,731 $4.1M
Tidal Investments LLC 0.01% New 37,534 $3.7M
FFG Partners, LLC 1.01% Add +887.5% 35,599 $3.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -3.3% 35,469 $3.5M
Merit Financial Group, LLC 0.02% Reduce -0.3% 31,245 $3.1M
Peapack Gladstone Financial Corp. 0.03% Reduce -2.7% 30,321 $3.0M
Citadel Advisors 0.00% Add +98.2% 26,020 $2.6M
Commonwealth Equity Services, LLC 0.00% Reduce -3.0% 25,914 $2.6M
Patten & Patten Inc. 0.13% Reduce -6.5% 24,815 $2.5M
Mariner, LLC 0.00% Reduce -0.6% 24,775 $2.5M
Arkansas Financial Group, Inc. 0.30% Add +160.7% 23,489 $2.3M
Tower Research Capital LLC (TRC) 0.05% New 22,455 $2.2M
Wagner Wealth Management, Corp 1.67% New 20,933 $2.1M
Cahill Financial Advisors Inc. 0.19% Add +0.1% 20,360 $2.0M
FMR LLC 0.00% Add +1.8% 20,171 $2.0M
Cetera Investment Advisers 0.00% Reduce -82.1% 19,565 $1.9M
D.A. Davidson & Co. 0.01% Add +1.0% 19,008 $1.9M
Jones Financial Companies LLLP 0.00% Add +19.9% 18,639 $1.8M
Lee Johnson Capital Management, LLC 0.55% Reduce -4.3% 17,707 $1.8M
Spinnaker Trust 0.08% No change 15,849 $1.6M
Massachusetts Wealth Management 0.55% Reduce -1.3% 14,625 $1.4M
Asset Management Group, Inc. 0.19% Add +0.3% 12,997 $1.3M
Strategy Asset Managers LLC 0.18% New 12,221 $1.2M
Brendel Financial Advisors LLC 0.55% New 11,958 $1.2M
One Capital Management, LLC 0.03% No change 13,205 $1.1M
Texas Yale Capital Corp. 0.02% Reduce -5.7% 11,525 $1.1M
Institute for Wealth Management, LLC. 0.10% Add +0.6% 11,310 $1.1M
Arax Advisory Partners 0.01% Add +1714.0% 10,068 $997K
Schuylkill Financial LLC 0.92% — 10,018 $992K
Highland Capital Management, LLC 0.05% New 10,000 $990K
Truist Financial Corp. 0.00% Add +7.8% 9,721 $962K
Osaic Holdings, Inc. 0.00% Reduce -74.2% 9,673 $958K
HighTower Advisors, LLC 0.00% Reduce -0.8% 9,572 $948K
SeaBridge Investment Advisors LLC 0.13% Reduce -0.3% 9,341 $925K
Creative Planning 0.00% Add +35.3% 9,262 $917K
MML Investors Services, LLC 0.00% Add +193.3% 9,211 $912K
Axxcess Wealth Management, LLC 0.01% New 9,093 $900K
Summit Global Investments 0.05% Add +31.1% 8,822 $873K
Stifel Financial Corp. 0.00% Reduce -1.2% 8,510 $843K
Cibc World Market Inc. 0.00% New 8,250 $817K
Bank of Montreal 0.00% Reduce -0.3% 7,820 $774K
Banque Transatlantique SA 0.02% New 7,587 $751K
Lynx Investment Advisory 0.24% Add +6.6% 7,322 $725K
Harbour Investments, Inc. 0.01% Reduce -0.4% 7,077 $701K
Moneco Advisors, LLC 0.04% Add +57.8% 6,916 $685K
Oppenheimer & Co. Inc. 0.01% No change 6,786 $672K
Fifth Third Bancorp 0.00% Add +3.3% 6,773 $671K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.6% 6,661 $669K
Corient Private Wealth LP 0.00% Add +1.1% 6,561 $650K
Kestra Advisory Services, LLC 0.00% Add +3.0% 6,489 $642K
Capital Investment Advisors, LLC 0.01% Add +16.1% 6,415 $635K
Rockefeller Capital Management L.P. 0.00% Reduce -1.6% 6,315 $625K
Federation des caisses Desjardins du Quebec 0.00% Add +7.5% 6,215 $615K
Janney Montgomery Scott LLC 0.00% Reduce -10.6% 6,138 $608K
Private Advisor Group, LLC 0.00% Add +72.2% 6,077 $602K
Mercer Global Advisors Inc. 0.00% Add +2.9% 5,813 $576K
Envestnet Asset Management Inc. 0.00% Reduce -27.2% 5,770 $571K
Compass Financial Management LLC 0.07% — 5,627 $565K
Woodmont Investment Counsel LLC 0.03% No change 5,574 $552K
American Institute for Advanced Investment Management, LLP 0.31% Add +2.0% 5,457 $540K
Captrust Financial Advisors 0.00% No change 5,323 $527K
SG Americas Securities, LLC 0.00% New 5,296 $524K
Waverly Advisors, LLC 0.00% Add +22.9% 4,980 $493K
Wealthcare Advisory Partners LLC 0.01% Add +0.1% 4,976 $493K
Baker Avenue Asset Management, LP 0.01% Reduce -16.5% 4,924 $488K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.3% 4,567 $452K
Kesler, Norman & Wride, LLC 0.07% New 4,490 $445K
Kingswood Wealth Advisors, LLC 0.02% Add +1.9% 4,481 $444K
Avior Wealth Management, LLC 0.01% Reduce -66.8% 4,271 $423K
Foundations Investment Advisors, LLC 0.00% Reduce -99.4% 4,029 $399K
Raab & Moskowitz Asset Management LLC 0.08% No change 3,779 $374K
Financial Partners Group, Inc 0.04% Add +0.9% 3,765 $373K
Madison Wealth Partners, Inc 0.05% Add +0.3% 3,748 $371K
Thoroughbred Financial Services, LLC 0.02% Add +20.6% 3,674 $363K
Matthew Goff Investment Advisor, LLC 0.06% No change 3,615 $358K
United Capital Financial Advisors, LLC 0.00% Add +0.2% 3,560 $352K
Aft, Forsyth & Company, Inc. 0.16% Add +0.2% 3,454 $342K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -48.4% 3,367 $333K
Cary Street Partners Financial LLC 0.01% No change 3,327 $329K
V2 Financial group LLC 0.12% No change 3,300 $327K
Essex Bank 0.07% No change 3,300 $327K
Hudock, Inc. 0.04% Add +0.4% 3,234 $320K
Beacon Investment Advisory Services, Inc. 0.01% No change 3,060 $303K
Manchester Capital Management LLC 0.04% No change 3,000 $297K
Commonwealth Retirement Investments LLC 0.08% Reduce -9.8% 2,967 $294K
Private Capital Management, LLC 0.03% No change 2,945 $292K
Advisory Services Network, LLC 0.00% No change 2,918 $289K
Equitable Holdings, Inc. 0.00% Reduce -0.6% 2,860 $283K
Lifeworks Advisors, LLC 0.03% Reduce -19.0% 2,813 $279K
Cornerstone Wealth Group, LLC 0.02% Reduce -1.8% 2,796 $277K
Y.D. More Investments Ltd 0.01% No change 2,700 $267K
Ellerson Group Inc. 0.15% No change 2,619 $259K
AQR Capital Management 0.00% Reduce -0.9% 2,582 $256K
Ameritas Advisory Services, LLC 0.01% New 2,571 $255K
Focus Partners Wealth 0.00% Reduce -1.3% 2,510 $249K
Cadent Capital Advisors, LLC 0.05% Reduce -95.9% 2,503 $248K
&partners 0.00% New 2,458 $243K
Aviance Capital Partners, LLC 0.02% No change 2,412 $239K
Wealthspire Advisors, LLC 0.00% Add +0.0% 2,377 $235K
Northwestern Mutual Wealth Management Co. 0.00% Add +16.4% 2,336 $231K
Runnymede Capital Advisors, Inc. 0.14% No change 2,310 $229K
Focus Financial Network, Inc. 0.01% New 2,221 $220K
Brown, Lisle/Cummings, Inc. 0.05% No change 2,196 $217K
Farther Finance Advisors, LLC 0.00% Add +20.0% 2,158 $214K
Prism Advisors, Inc. 0.05% New 2,108 $209K
Chicago Partners Investment Group LLC 0.00% New 2,045 $209K
Aprio Wealth Management, LLC 0.01% New 2,100 $208K
GeoWealth Management, LLC 0.00% New 1,511 $150K
Allworth Financial LP 0.00% Reduce -6.2% 1,490 $148K
Integrity Financial Corp 0.07% No change 1,434 $142K
Bruce G. Allen Investments, LLC 0.09% Add +0.3% 1,429 $141K
BlackRock, Inc. 0.00% Add +442.5% 1,416 $140K
PNC Financial Services Group, Inc. 0.00% No change 1,365 $135K
Acumen Wealth Advisors, LLC 0.03% Reduce -7.8% 1,364 $135K
AlphaCore Capital LLC 0.00% Reduce -58.3% 1,290 $128K
Cassaday & Co Wealth Management LLC 0.00% No change 977 $97K
Valley Wealth Managers, Inc. 0.01% No change 900 $89K
TD Waterhouse Canada Inc. 0.00% No change 870 $85K
Rothschild Investment LLC 0.00% No change 846 $84K
Global Retirement Partners, LLC 0.00% — 841 $83K
AE Wealth Management LLC 0.00% Add +5.0% 814 $81K
Geneos Wealth Management Inc. 0.00% No change 798 $79K
NewEdge Advisors, LLC 0.00% Reduce -45.5% 762 $75K
Mather Group, Llc. 0.00% Add +41.0% 743 $74K
Capital Advisor Network LLC 0.09% New 713 $71K
Steward Partners Investment Advisory, LLC 0.00% Reduce -46.3% 697 $69K
Lanark Financial, Inc. 0.00% No change 685 $68K
Capital Analysts, LLC 0.00% Reduce -53.9% 642 $64K
Islay Capital Management, LLC 0.03% No change 630 $62K
Trust Co. of Vermont 0.00% — 609 $60K
Union Bancaire Privee, UBP SA 0.00% No change 660 $58K
Assetmark, Inc. 0.00% Add +24.5% 579 $57K
Accent Capital Management, LLC 0.02% No change 500 $50K
Piscataqua Savings Bank 0.03% No change 498 $49K
AdvisorNet Financial, Inc 0.00% Reduce -98.8% 493 $49K
Regatta Research & Money Management 0.04% — 480 $48K
Blueline Advisors LLC 0.03% No change 480 $48K
O'shaughnessy Asset Management, LLC 0.00% Reduce -28.2% 463 $46K
HHM Wealth Advisors, LLC 0.00% No change 450 $45K
Arlington Trust Co LLC 0.00% No change 450 $45K
CX Institutional 0.00% Reduce -97.3% 432 $43K
Clearstead Advisors, LLC 0.00% New 429 $42K
Raleigh Capital Management Inc. 0.01% Reduce -95.5% 389 $39K
Fiduciary Financial Advisors 0.00% New 330 $33K
Fairscale Capital, LLC 0.02% No change 303 $30K
Duncker Streett & Co. Inc. 0.01% No change 300 $30K
Blair William & Co. 0.00% New 300 $30K
Ameriflex Group, Inc. 0.01% No change 291 $29K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -17.9% 288 $29K
National Bank of Canada 0.00% Add +7.7% 281 $28K
Creative Financial Designs Inc. 0.00% No change 266 $26K
Harbor Asset Planning, Inc. 0.02% Reduce -44.3% 233 $23K
Qube Research & Technologies Ltd 0.00% Reduce -38.9% 231 $23K
Meramec Financial Planners, LLC 0.01% Add +0.5% 212 $22K
Cordgrass Capital Advisors, LLC 0.01% No change 210 $21K
Franklin Resources Inc. 0.00% No change 198 $20K
Private Trust Co. NA 0.00% New 190 $19K
Russell Investments Group, Ltd. 0.00% Reduce -57.4% 188 $19K
Godfrey Financial Associates, Inc. 0.01% No change 177 $18K
Abound Wealth Management 0.00% No change 168 $17K
High Point Wealth Management, LLC 0.01% No change 153 $15K
Private Wealth Asset Management, LLC 0.00% No change 150 $15K
Spire Wealth Management 0.00% No change 150 $15K
Realta Investment Advisors 0.00% Reduce -29.4% 144 $14K
St Germain D J Co. Inc. 0.00% New 144 $14K
JFS Wealth Advisors, LLC 0.00% New 129 $13K
Turim 21 Investimentos Ltda. 0.00% No change 109 $11K
EPG Wealth Management LLC 0.00% Add +0.9% 108 $11K
Allspring Global Investments Holdings, LLC 0.00% New 105 $11K
Highland Investment Advisors LLC 0.00% — 105 $10K
IFP Advisors, Inc 0.00% Reduce -85.7% 101 $10K
SHP Wealth Management 0.00% No change 100 $10K
Larson Financial Group LLC 0.00% No change 96 $10K
Bravera Wealth 0.00% No change 92 $9K
Bartlett & Co. Wealth Management LLC 0.00% No change 90 $9K
N.E.W. Advisory Services LLC 0.00% No change 87 $9K
FWL Investment Management, LLC 0.00% No change 84 $8K
SOA Wealth Advisors, LLC. 0.00% No change 84 $8K
YANKCOM Partnership 0.00% No change 81 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 72 $7K
Golden State Wealth Management, LLC 0.00% New 57 $6K
IMG Wealth Management, Inc. 0.00% No change 57 $6K
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% No change 51 $5K
North Star Investment Management Corp. 0.00% No change 11 $1K
Morton Brown Family Wealth, LLC 0.00% No change 9 $891
Kilter Group LLC 0.00% New 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.