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Ishares US Pharmaceuticals E (IHE)

CUSIP: 464288836 | NYSE | 609 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

MinichMacGregor Wealth Management, LLC319,306
5.2% of portfolio›$32.1M
Exchange Traded Concepts, LLC252,840
0.1% of portfolio›$25.4M
Prospera Financial Services Inc130,953
0.2% of portfolio›$14.1M
Arkansas Financial Group, Inc.76,892
1.0% of portfolio›$7.7M
Well Done, LLC75,448
1.0% of portfolio›$7.6M
Virtue Capital Management, LLC62,063
0.8% of portfolio›$6.2M
Congress Asset Management Co55,779
0.0% of portfolio›$55.8K
AdvisorNet Financial, Inc52,512
0.2% of portfolio›$5.2M
Truist Financial Corp43,494
0.0% of portfolio›$4.4M
VestGen Advisors, LLC37,263
0.1% of portfolio›$3.7M
FFG Partners, LLC36,478
1.1% of portfolio›$3.7M
Cadent Capital Advisors, LLC35,010
0.8% of portfolio›$3.5M
Patten & Patten Inc26,315
0.1% of portfolio›$2.6M
Commonwealth Equity Services, LLC23,820
0.0% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.23,771
0.0% of portfolio›$2.4K
Compass Financial Management LLC23,689
0.3% of portfolio›$2.4M
Concurrent Investment Advisors, LLC23,133
0.0% of portfolio›$2.3M
Wagner Wealth Management, Corp22,137
1.7% of portfolio›$2.2M
D.A. Davidson & Co.19,633
0.0% of portfolio›$2.0M
Massachusetts Wealth Management14,480
0.6% of portfolio›$1.5M
Strategy Asset Managers LLC12,341
0.2% of portfolio›$1.2M
Kestra Advisory Services, LLC10,971
0.0% of portfolio›$1.1M
Moneco Advisors, LLC10,026
0.1% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC9,915
0.0% of portfolio›$980.2K
Creative Planning9,837
0.0% of portfolio›$988.9K
Schuylkill Financial LLC9,770
1.0% of portfolio›$982.1K
SeaBridge Investment Advisors LLC9,351
0.1% of portfolio›$940.0K
Axxcess Wealth Management, LLC9,093
0.0% of portfolio›$914.0K
Davenport & Co LLC8,746
0.0% of portfolio›$879.1K
Summit Global Investments8,580
0.0% of portfolio›$862
Lynx Investment Advisory8,092
0.3% of portfolio›$813.4K
Allspring Global Investments Holdings, LLC7,516
0.0% of portfolio›$744.1K
Oppenheimer & Co Inc7,478
0.0% of portfolio›$751.7K
Atria Investments, Inc7,200
0.0% of portfolio›$723.7K
Raleigh Capital Management Inc.7,093
0.2% of portfolio›$713.0K
Realta Investment Advisors6,870
0.2% of portfolio›$690.6K
American Institute for Advanced Investment Management, LLP6,668
0.4% of portfolio›$670.2K
Capital Investment Advisors, LLC6,265
0.0% of portfolio›$629.8K
Woodmont Investment Counsel LLC5,574
0.0% of portfolio›$560.3K
Wealthcare Advisory Partners LLC5,489
0.0% of portfolio›$551.8K
Kestra Private Wealth Services, LLC5,312
0.0% of portfolio›$533.9K
Purewater Capital LLC5,224
0.4% of portfolio›$525.1K
Grimes & Co Wealth Management, LLC4,498
0.0% of portfolio›$452.1K
Kingswood Wealth Advisors, LLC4,483
0.0% of portfolio›$450.7K
Capital Wealth Alliance, LLC4,285
0.2% of portfolio›$430.7K
Creative Financial Designs Inc4,138
0.0% of portfolio›$416.0K
Heritage OAK Wealth Advisors LLC4,014
0.1% of portfolio›$403.5K
Raab & Moskowitz Asset Management LLC3,764
0.1% of portfolio›$378.4K
Financial Partners Group, Inc3,679
0.0% of portfolio›$369.8K
Matthew Goff Investment Advisor, LLC3,615
0.1% of portfolio›$363.4K
Insight Wealth Strategies, LLC3,461
0.0% of portfolio›$347.9K
Essex Bank3,300
0.1% of portfolio›$331.7K
Beacon Investment Advisory Services, Inc.3,060
0.0% of portfolio›$307.6K
Hudock, Inc.3,056
0.0% of portfolio›$307.3K
Manchester Capital Management LLC3,000
0.0% of portfolio›$301.6K
Commonwealth Retirement Investments LLC2,967
0.1% of portfolio›$298.2K
StoneX Group Inc.2,833
0.0% of portfolio›$286.0K
Cornerstone Wealth Group, LLC2,796
0.0% of portfolio›$281.1K
Y.D. More Investments Ltd2,700
0.0% of portfolio›$271.4K
Ellerson Group Inc2,617
0.2% of portfolio›$279.3K
Aviance Capital Partners, LLC2,412
0.0% of portfolio›$242.5K
Nova Financial LLC2,344
0.1% of portfolio›$235.7K
Farther Finance Advisors, LLC2,234
0.0% of portfolio›$224.6K
Brown, Lisle Ings, Inc.2,196
0.0% of portfolio›$220.7K
Aprio Wealth Management, LLC2,110
0.0% of portfolio›$212.1K
Prism Advisors, Inc.2,108
0.1% of portfolio›$208.4K
Chicago Partners Investment Group LLC2,049
0.0% of portfolio›$210.0K
Fulcrum Equity Management2,006
0.2% of portfolio›$201.7K
Kingdom Financial Group Llc.1,827
0.0% of portfolio›$183.7K
AlphaCore Capital LLC1,290
0.0% of portfolio›$129.7K
Acumen Wealth Advisors, LLC1,141
0.0% of portfolio›$114.7K
Cassaday & Co Wealth Management LLC977
0.0% of portfolio›$98.2K
Valley Wealth Managers, Inc.900
0.0% of portfolio›$90.5K
TD Waterhouse Canada Inc.870
0.0% of portfolio›$86.1K
Simplex Trading, LLC809
0.0% of portfolio›$81.3K
Mather Group, Llc.743
0.0% of portfolio›$74.7K
Lanark Financial, Inc.685
0.0% of portfolio›$68.9K
Union Bancaire Privee, UBP SA660
0.0% of portfolio›$59.5K
Turtle Creek Wealth Advisors, LLC636
0.0% of portfolio›$63.9K
Trust Co of Vermont609
0.0% of portfolio›$61.2K
Assetmark, Inc579
0.0% of portfolio›$58.2K
Root Financial Partners, LLC510
0.0% of portfolio›$51.3K
Piscataqua Savings Bank498
0.0% of portfolio›$50.1K
Blueline Advisors LLC480
0.0% of portfolio›$48.3K
Arlington Trust Co LLC450
0.0% of portfolio›$45.2K
CX Institutional445
0.0% of portfolio›$45
Balance Wealth Partners LLC420
0.0% of portfolio›$42.2K
Pittenger & Anderson Inc310
0.0% of portfolio›$31.2K
Fairscale Capital, LLC303
0.0% of portfolio›$32.6K
Duncker Streett & Co Inc300
0.0% of portfolio›$30.2K
Murphy & Mullick Capital Management Corp250
0.0% of portfolio›$25.1K
Harbor Asset Planning, Inc.233
0.0% of portfolio›$23.4K
Private Trust Co NA227
0.0% of portfolio›$22.8K
Cordgrass Capital Advisors, LLC210
0.0% of portfolio›$21.1K
Parallel Advisors, LLC190
0.0% of portfolio›$19.1K
Abound Wealth Management168
0.0% of portfolio›$16.9K
Latitude Advisors, LLC154
0.0% of portfolio›$15.4K
High Point Wealth Management, LLC154
0.0% of portfolio›$15.5K
Spire Wealth Management150
0.0% of portfolio›$15.1K
EPG Wealth Management LLC108
0.0% of portfolio›$10.9K
IFP Advisors, Inc101
0.0% of portfolio›$10.2K
Evolution Wealth Management Inc.100
0.0% of portfolio›$10.1K
Larson Financial Group LLC96
0.0% of portfolio›$9.7K
Yankcom Partnership81
0.0% of portfolio›$8.1K
Pinnacle Wealth Planning Services, Inc.72
0.0% of portfolio›$7.2K
James T. Borello RIA72
0.0% of portfolio›$7.2K
Golden State Wealth Management, LLC57
0.0% of portfolio›$5.7K
IMG Wealth Management, Inc.57
0.0% of portfolio›$5.7K
Montag A & Associates Inc50
0.0% of portfolio›$5.0K
North Star Investment Management Corp.11
0.0% of portfolio›$1.1K
Blue Trust, Inc.7
0.0% of portfolio›$713
StyleTurnoverLocationFiled
MinichMacGregor Wealth Management, LLC
319,306$32.1M5.2%ETFHighSaratoga Springs, NY2026-10-14
Exchange Traded Concepts, LLC
252,840$25.4M0.1%GrowthMediumOklahoma City, OK2026-10-28
Prospera Financial Services Inc
130,953$14.1M0.2%CoreMediumDallas, TX2026-11-04
Arkansas Financial Group, Inc.
76,892$7.7M1.0%ETFVery LowLittle Rock, AR2026-10-26
Well Done, LLC
75,448$7.6M1.0%ETFLowHolland, MI2026-10-20
Virtue Capital Management, LLC
62,063$6.2M0.8%GrowthHighBrentwood, TN2026-10-29
Congress Asset Management Co
55,779$55.8K0.0%GrowthMediumBoston, MA2026-10-06
AdvisorNet Financial, Inc
52,512$5.2M0.2%ETFLowMinnetonka, MN2026-10-15
Truist Financial Corp
43,494$4.4M0.0%CoreLowCharlotte, NC2026-10-30
VestGen Advisors, LLC
37,263$3.7M0.1%GrowthMediumChicago, IL2026-10-27
FFG Partners, LLC
36,478$3.7M1.1%MomentumHighFort Lauderdale, FL2026-10-15
Cadent Capital Advisors, LLC
35,010$3.5M0.8%ETFHighTulsa, OK2026-10-09
Patten & Patten Inc
26,315$2.6M0.1%CoreLowChattanooga, TN2026-10-26
Commonwealth Equity Services, LLC
23,820$2.4M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
23,771$2.4K0.0%ETFLowFairfield, IA2026-11-02
Compass Financial Management LLC
23,689$2.4M0.3%CoreN/ATampa, FL2026-10-30
Concurrent Investment Advisors, LLC
23,133$2.3M0.0%GrowthMediumTampa, FL2026-10-16
Wagner Wealth Management, Corp
22,137$2.2M1.7%ETFHighConyngham, PA2026-10-20
D.A. Davidson & Co.
19,633$2.0M0.0%CoreLowGreat Falls, MT2026-10-28
Massachusetts Wealth Management
14,480$1.5M0.6%CoreLowNorth Andover, MA2026-10-21
Strategy Asset Managers LLC
12,341$1.2M0.2%CoreLowPasadena, CA2026-10-14
Kestra Advisory Services, LLC
10,971$1.1M0.0%CoreLowAustin, TX2026-11-02
Moneco Advisors, LLC
10,026$1.0M0.1%ETFLowFairfield, CT2026-11-05
Wealth Enhancement Advisory Services, LLC
9,915$980.2K0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
9,837$988.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Schuylkill Financial LLC
9,770$982.1K1.0%ETFN/AWyomissing, PA2026-10-21
SeaBridge Investment Advisors LLC
9,351$940.0K0.1%GrowthMediumSummit, NJ2026-11-02
Axxcess Wealth Management, LLC
9,093$914.0K0.0%CoreLowCarlsbad, CA2026-10-21
Davenport & Co LLC
8,746$879.1K0.0%CoreMediumRichmond, VA2026-10-14
Summit Global Investments
8,580$8620.0%CoreMediumBountiful, UT2026-10-28
Lynx Investment Advisory
8,092$813.4K0.3%ETFLowWashington, Dc, DC2026-10-27
Allspring Global Investments Holdings, LLC
7,516$744.1K0.0%CoreMediumCharlotte, NC2026-11-04
Oppenheimer & Co Inc
7,478$751.7K0.0%CoreLowNew York, NY2026-10-26
Atria Investments, Inc
7,200$723.7K0.0%CoreMediumCharlotte, NC2026-10-15
Raleigh Capital Management Inc.
7,093$713.0K0.2%CoreMediumCary, NC2026-10-28
Realta Investment Advisors
6,870$690.6K0.2%GrowthMediumWilmington, DE2026-10-14
American Institute for Advanced Investment Management, LLP
6,668$670.2K0.4%ETFLowScottsdale, AZ2026-11-03
Capital Investment Advisors, LLC
6,265$629.8K0.0%CoreLowAtlanta, GA2026-10-22
Woodmont Investment Counsel LLC
5,574$560.3K0.0%GARPVery LowNashville, TN2026-10-29
Wealthcare Advisory Partners LLC
5,489$551.8K0.0%ETFLowWest Chester, PA2026-10-21
Kestra Private Wealth Services, LLC
5,312$533.9K0.0%GrowthLowAustin, TX2026-10-30
Purewater Capital LLC
5,224$525.1K0.4%ETFMediumFort Worth, TX2026-10-23
Grimes & Co Wealth Management, LLC
4,498$452.1K0.0%CoreLowWestborough, MA2026-10-29
Kingswood Wealth Advisors, LLC
4,483$450.7K0.0%GrowthLowSan Diego, CA2026-10-23
Capital Wealth Alliance, LLC
4,285$430.7K0.2%CoreLowScottsdale, AZ2026-10-20
Creative Financial Designs Inc
4,138$416.0K0.0%ETFMediumKokomo, IN2026-11-04
Heritage OAK Wealth Advisors LLC
4,014$403.5K0.1%ValueHighSanta Rosa Beach, FL2026-10-14
Raab & Moskowitz Asset Management LLC
3,764$378.4K0.1%CoreLowChatham, NJ2026-11-02
Financial Partners Group, Inc
3,679$369.8K0.0%ETFLowOverland Park, KS2026-10-19
Matthew Goff Investment Advisor, LLC
3,615$363.4K0.1%CoreMediumHouston, TX2026-10-13
Insight Wealth Strategies, LLC
3,461$347.9K0.0%ETFHighSan Ramon, CA2026-10-09
Essex Bank
3,300$331.7K0.1%CoreLowEssex, CT2026-10-16
Beacon Investment Advisory Services, Inc.
3,060$307.6K0.0%GrowthLowMorristown, NJ2026-10-13
Hudock, Inc.
3,056$307.3K0.0%ETFLowWilliamsport, PA2026-10-14
Manchester Capital Management LLC
3,000$301.6K0.0%CoreLowManchester, VT2026-10-22
Commonwealth Retirement Investments LLC
2,967$298.2K0.1%CoreMediumRichmond, VA2026-10-26
StoneX Group Inc.
2,833$286.0K0.0%ETFMediumNew York, NY2026-11-03
Cornerstone Wealth Group, LLC
2,796$281.1K0.0%CoreMediumHuntersville, NC2026-11-02
Y.D. More Investments Ltd
2,700$271.4K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Ellerson Group Inc
2,617$279.3K0.2%GrowthLowAnnapolis, MD2026-11-04
Aviance Capital Partners, LLC
2,412$242.5K0.0%CoreLowNaples, FL2026-10-29
Nova Financial LLC
2,344$235.7K0.1%N/AN/ATucson, AZ2026-11-04
Farther Finance Advisors, LLC
2,234$224.6K0.0%IndexLowSan Francisco, CA2026-10-08
Brown, Lisle Ings, Inc.
2,196$220.7K0.0%CoreVery LowProvidence, RI2026-10-16
Aprio Wealth Management, LLC
2,110$212.1K0.0%ETFMediumAtlanta, GA2026-10-28
Prism Advisors, Inc.
2,108$208.4K0.1%ETFMediumStudio City, CA2026-10-09
Chicago Partners Investment Group LLC
2,049$210.0K0.0%GARPLowChicago, IL2026-10-27
Fulcrum Equity Management
2,006$201.7K0.2%GrowthHighPlano, TX2026-10-21
Kingdom Financial Group Llc.
1,827$183.7K0.0%ETFMediumPeoria, AZ2026-11-04
AlphaCore Capital LLC
1,290$129.7K0.0%ETFLowLa Jolla, CA2026-11-04
Acumen Wealth Advisors, LLC
1,141$114.7K0.0%GrowthHighChattanooga, TN2026-11-05
Cassaday & Co Wealth Management LLC
977$98.2K0.0%ETFVery LowMclean, VA2026-10-27
Valley Wealth Managers, Inc.
900$90.5K0.0%GARPMediumParamus, NJ2026-10-09
TD Waterhouse Canada Inc.
870$86.1K0.0%CoreLowToronto, Australia2026-10-16
Simplex Trading, LLC
809$81.3K0.0%CoreVery HighChicago, IL2026-11-04
Mather Group, Llc.
743$74.7K0.0%ETFMediumChicago, IL2026-10-14
Lanark Financial, Inc.
685$68.9K0.0%CoreMediumBirmingham, AL2026-10-26
Union Bancaire Privee, UBP SA
660$59.5K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Turtle Creek Wealth Advisors, LLC
636$63.9K0.0%GrowthLowDallas, TX2026-10-15
Trust Co of Vermont
609$61.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Assetmark, Inc
579$58.2K0.0%ETFLowConcord, CA2026-10-21
Root Financial Partners, LLC
510$51.3K0.0%ETFMediumEncinitas, CA2026-10-21
Piscataqua Savings Bank
498$50.1K0.0%CoreVery LowPortsmouth, NH2026-10-21
Blueline Advisors LLC
480$48.3K0.0%ETFLowExeter, NH2026-10-15
Arlington Trust Co LLC
450$45.2K0.0%ETFMediumBirmingham, AL2026-10-20
CX Institutional
445$450.0%CoreMediumAuburn, IN2026-10-02
Balance Wealth Partners LLC
420$42.2K0.0%ETFMediumWorthington, OH2026-10-27
Pittenger & Anderson Inc
310$31.2K0.0%CoreLowLincoln, NE2026-11-02
Fairscale Capital, LLC
303$32.6K0.0%GrowthVery LowNashua, NH2026-11-04
Duncker Streett & Co Inc
300$30.2K0.0%GrowthLowSt. Louis, MO2026-10-27
Murphy & Mullick Capital Management Corp
250$25.1K0.0%GrowthLowSmithtown, NY2026-11-02
Harbor Asset Planning, Inc.
233$23.4K0.0%ETFVery LowBelmont, MA2026-10-23
Private Trust Co NA
227$22.8K0.0%CoreLowCleveland, OH2026-10-20
Cordgrass Capital Advisors, LLC
210$21.1K0.0%CoreLowRaleigh, NC2026-10-30
Parallel Advisors, LLC
190$19.1K0.0%IndexLowSan Francisco, CA2026-11-03
Abound Wealth Management
168$16.9K0.0%ETFVery LowFranklin, TN2026-10-26
Latitude Advisors, LLC
154$15.4K0.0%ETFLowYorkville, IL2026-10-27
High Point Wealth Management, LLC
154$15.5K0.0%ETFLowChester, NJ2026-11-05
Spire Wealth Management
150$15.1K0.0%GrowthMediumMclean, VA2026-10-30
EPG Wealth Management LLC
108$10.9K0.0%GrowthLowAtlanta, GA2026-11-03
IFP Advisors, Inc
101$10.2K0.0%GrowthLowTampa, FL2026-10-16
Evolution Wealth Management Inc.
100$10.1K0.0%ETFMediumFort Myers, FL2026-10-28
Larson Financial Group LLC
96$9.7K0.0%GrowthLowSt Louis, MO2026-11-05
Yankcom Partnership
81$8.1K0.0%CoreVery LowYankton, SD2026-10-15
Pinnacle Wealth Planning Services, Inc.
72$7.2K0.0%GARPLowMansfield, OH2026-10-27
James T. Borello RIA
72$7.2K0.0%ETFVery LowEast Dundee, IL2026-10-16
Golden State Wealth Management, LLC
57$5.7K0.0%ETFMediumSanta Ana, CA2026-11-02
IMG Wealth Management, Inc.
57$5.7K0.0%ETFMediumJacksonville, FL2026-10-27
Montag A & Associates Inc
50$5.0K0.0%CoreLowAtlanta, GA2026-10-29
North Star Investment Management Corp.
11$1.1K0.0%CoreLowChicago, IL2026-10-27
Blue Trust, Inc.
7$7130.0%ETFLowBrentwood, TN2026-10-15