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iShares U.S. Pharmaceuticals ETF (IHE) Institutional Ownership

$66.15 -0.95 (-1.42%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares U.S. Pharmaceuticals ETF (NYSEARCA:IHE)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$227.46M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$8.63M
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IHE Institutional Buying and Selling by Quarter

iShares U.S. Pharmaceuticals ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Arkansas Financial Group Inc.6,923$455K0.1%-20.1%0.069%
1/17/2025 Janney Montgomery Scott LLC6,699$440K0.0%+4.1%0.066%
1/15/2025 Wealthcare Advisory Partners LLC5,178$340K0.0%+15.0%0.051%
1/13/2025 Pallas Capital Advisors LLC58,258$3.83M0.2%N/A0.577%
1/13/2025 Capital Investment Advisors LLC5,386$354K0.0%+48.2%0.053%
1/10/2025 Wealth Enhancement Advisory Services LLC3,589$253K0.0%+11.0%0.036%
12/26/2024JPMorgan Chase & Co.8,282$585K0.0%-30.8%0.082%
11/26/2024Peapack Gladstone Financial Corp40,507$2.86M0.0%-2.1%0.401%
11/15/2024EP Wealth Advisors LLC2,220$157K0.0%N/A0.022%
11/15/2024Jane Street Group LLC11,846$836K0.0%+5.5%0.117%
11/15/2024Pinnacle Family Advisors LLC11,595$819K0.4%+75.8%0.115%
11/15/2024HighTower Advisors LLC13,392$945K0.0%-3.7%0.133%
11/14/2024Flow Traders U.S. LLC11,886$839K0.0%N/A0.118%
11/13/2024FMR LLC13,581$959K0.0%+10.9%0.134%
11/13/2024Fisher Asset Management LLC3,352,244$236.70M0.1%-2.6%33.191%
11/12/2024Cahill Financial Advisors Inc.20,130$1.42M0.2%-1.8%0.199%
11/8/2024Kraft Davis & Associates LLC28,209$1.96M0.6%-11.1%0.279%
11/7/2024Thrivent Financial for Lutherans32,509$2.30M0.0%+23.6%0.322%
11/5/2024GSA Capital Partners LLP3,046$215K0.0%-28.7%0.030%
11/4/2024Patten & Patten Inc. TN25,813$1.82M0.1%+9.5%0.256%
11/1/2024Assetmark Inc.432$31K0.0%+100.0%0.004%
10/31/2024Spinnaker Trust18,154$1.28M0.1%+11.2%0.180%
10/29/2024Realta Investment Advisors900$64K0.0%-21.3%0.009%
10/29/2024Farther Finance Advisors LLC2,482$175K0.0%+97.1%0.025%
10/28/2024US Bancorp DE384$27K0.0%+137.0%0.004%
10/24/2024Southern Capital Advisors LLC40,280$2.84M1.6%+1.1%0.399%
10/23/2024Allworth Financial LP1,853$131K0.0%+9.4%0.018%
10/23/2024Massachusetts Wealth Management14,550$1.03M0.6%-1.9%0.144%
10/22/2024Sequoia Financial Advisors LLC2,883$204K0.0%N/A0.029%
10/19/2024Brown Lisle Cummings Inc.2,247$159K0.0%-27.6%0.022%
10/18/2024Raymond James & Associates47,257$3.34M0.0%-6.2%0.468%
10/18/2024 Capital Investment Advisors LLC3,635$257K0.0%-4.5%0.036%
10/18/2024Stratos Wealth Advisors LLC3,537$250K0.0%N/A0.035%
10/16/2024SPC Financial Inc.3,192$225K0.0%N/A0.032%
10/11/2024 Redhawk Wealth Advisors Inc.4,361$308K0.0%-50.3%0.043%
10/9/2024Guardian Asset Advisors LLC3,671$259K0.2%-4.4%0.036%
10/5/2024 Arkansas Financial Group Inc.8,669$612K0.1%+66.2%0.086%
8/21/2024Truist Financial Corp6,315$419K0.0%-13.5%0.063%
8/16/2024Rockport Wealth LLC182,315$12.09M5.1%N/A1.805%
8/14/2024Marshall Wace LLP6,364$422K0.0%N/A0.063%
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8/14/2024Bank of Montreal Can5,645$381K0.0%-53.2%0.056%
8/13/2024Thrivent Financial for Lutherans26,295$1.74M0.0%+9.5%0.260%
8/12/2024Mercer Global Advisors Inc. ADV3,837$254K0.0%+7.4%0.038%
8/9/2024One Capital Management LLC27,678$1.84M0.1%+2.0%0.274%
8/8/2024Y.D. More Investments Ltd2,700$179K0.0%+74.4%0.027%
8/7/2024Cahill Financial Advisors Inc.20,502$1.36M0.2%-2.8%0.203%
7/31/2024Aptus Capital Advisors LLC183,435$12.17M0.2%N/A1.816%
7/31/2024Spinnaker Trust16,324$1.08M0.1%-2.2%0.162%
7/31/2024Commonwealth Equity Services LLC38,172$2.53M0.0%+7.3%0.378%
7/31/2024Rothschild Investment LLC390$26K0.0%N/A0.004%
7/29/2024Kraft Davis & Associates LLC31,722$2.20M0.7%+30.6%0.314%
7/25/2024Southern Capital Advisors LLC39,832$2.64M1.6%+2.4%0.394%
7/24/2024&PARTNERS4,030$267K0.0%N/A0.040%
7/24/2024Cultivar Capital Inc.379$25K0.0%N/A0.004%
7/19/2024Raymond James & Associates50,369$3.34M0.0%-5.6%0.499%
7/17/2024 Redhawk Wealth Advisors Inc.8,775$582K0.1%+24.7%0.087%
7/11/2024 McElhenny Sheffield Capital Management LLC285,613$18.94M6.5%N/A2.828%
7/9/2024Mather Group LLC.429$29K0.0%N/A0.004%
5/24/2024Cetera Advisors LLC3,905$265K0.0%N/A0.039%
5/17/2024Comerica Bank1,462$99K0.0%+71.6%0.014%
5/16/2024Kraft Davis & Associates LLC24,294$1.59M0.5%+116.8%0.241%
5/14/2024Axxcess Wealth Management LLC3,362$228K0.0%+201.3%0.033%
5/11/2024Patten & Patten Inc. TN16,932$1.15M0.1%+194.5%0.168%
5/9/2024Texas Yale Capital Corp.13,430$912K0.0%+179.2%0.133%
5/7/2024Oppenheimer & Co. Inc.6,786$461K0.0%+200.0%0.067%
5/7/2024Guardian Asset Advisors LLC3,955$269K0.2%+212.6%0.039%
5/6/2024Concord Investment Counsel Inc.57,145$3.88M1.4%N/A0.566%
5/6/2024Manchester Capital Management LLC3,000$204K0.0%+200.0%0.030%
5/4/2024Geneos Wealth Management Inc.798$54K0.0%+274.6%0.008%
5/4/2024Valley Wealth Managers Inc.900$61K0.0%+200.0%0.009%
5/3/2024Southern Capital Advisors LLC38,884$2.64M1.6%N/A0.385%
5/3/2024GSA Capital Partners LLP11,696$794K0.1%+397.9%0.116%
5/2/2024Family Firm Inc.9,928$674K0.2%+188.1%0.098%
5/1/2024 Janney Montgomery Scott LLC12,489$848K0.0%+3.0%0.124%
5/1/2024Concourse Financial Group Securities Inc.543$37K0.0%+331.0%0.005%
5/1/2024Private Advisor Group LLC5,602$380K0.0%+311.3%0.055%
4/30/2024AFT Forsyth & Company Inc.3,502$238K0.1%+200.6%0.035%
4/29/2024Commonwealth Equity Services LLC35,583$2.42M0.0%+188.1%0.352%
4/24/2024Spire Wealth Management2,194$149K0.0%+543.4%0.022%
4/24/2024Essex Financial Services Inc.4,101$278K0.0%+200.0%0.041%
4/23/2024Global Retirement Partners LLC410$28K0.0%+454.1%0.004%
4/23/2024Fifth Third Bancorp1,272$86K0.0%+2,444.0%0.013%
4/23/2024 Accurate Wealth Management LLC116,854$7.36M2.1%N/A1.157%
4/19/2024Massachusetts Wealth Management14,835$1.01M0.7%+197.0%0.724%
4/15/2024 Wealthcare Advisory Partners LLC3,902$265K0.0%N/A0.190%
4/11/2024Matthew Goff Investment Advisor LLC3,615$245K0.0%+200.0%0.176%
3/8/2024 Trust Co. of Vermont203$38K0.0%-66.3%0.010%
3/5/2024Fisher Asset Management LLC1,207,013$223.78M0.1%+5,562.2%58.879%
2/13/2024Tower Research Capital LLC TRC43,357$8.04M0.1%+2,209.9%2.115%
2/13/2024Peapack Gladstone Financial Corp15,299$2.84M0.0%-2.0%0.746%
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2/9/2024Orion Portfolio Solutions LLC3,651$702K0.0%-8.6%0.178%
2/8/2024Sound View Wealth Advisors Group LLC2,726$505K0.1%N/A0.133%
2/8/2024Beacon Pointe Advisors LLC6,162$1.14M0.0%-9.6%0.301%
2/8/2024Rock Point Advisors LLC1,211$225K0.1%N/A0.059%
2/8/2024 Janney Montgomery Scott LLC12,131$2.25M0.0%+0.9%0.592%
2/7/2024One Capital Management LLC9,210$1.71M0.1%+330.4%0.449%
2/7/2024Principal Securities Inc.677$126K0.0%N/A0.033%
2/6/2024Private Advisor Group LLC1,362$253K0.0%+10.8%0.066%
2/6/2024National Bank of Canada FI187$35K0.0%+274.0%0.009%
2/6/2024Axxcess Wealth Management LLC1,116$207K0.0%N/A0.054%
(Data available from 1/1/2016 forward)

IHE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IHE shares?

During the previous two years, 114 institutional investors and hedge funds held shares of iShares U.S. Pharmaceuticals ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($236.70M), McElhenny Sheffield Capital Management LLC ($18.94M), Aptus Capital Advisors LLC ($12.17M), Rockport Wealth LLC ($12.09M), Envestnet Asset Management Inc. ($11.33M), Tower Research Capital LLC TRC ($8.04M), and Accurate Wealth Management LLC ($7.36M).Learn more on IHE's institutional investors.

Which institutional investors have been buying iShares U.S. Pharmaceuticals ETF stock?

Of the 101 institutional investors that purchased iShares U.S. Pharmaceuticals ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($2.39M), McElhenny Sheffield Capital Management LLC ($285.61K), Aptus Capital Advisors LLC ($183.44K), Rockport Wealth LLC ($182.32K), Accurate Wealth Management LLC ($116.85K), Pallas Capital Advisors LLC ($58.26K), and Concord Investment Counsel Inc. ($57.15K).

How much institutional buying is happening at iShares U.S. Pharmaceuticals ETF?

Institutional investors have bought a total of 3,767,626 shares in the last 24 months. This purchase volume represents approximately $238.24M in transactions.

Which iShares U.S. Pharmaceuticals ETF major shareholders have been selling company stock?

Of the 40 institutional investors that sold iShares U.S. Pharmaceuticals ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($88.76K), Raymond James & Associates ($25.87K), Bank of Montreal Can ($6.93K), Janney Montgomery Scott LLC ($6.19K), Merit Financial Group LLC ($5.16K), Brown Advisory Inc. ($4.70K), and LPL Financial LLC ($4.60K).

How much institutional selling is happening at iShares U.S. Pharmaceuticals ETF?

Institutional investors have sold a total of 175,982 shares in the last 24 months. This volume of shares sold represents approximately $11.80M in transactions.



This page (NYSEARCA:IHE) was last updated on 1/21/2025 by MarketBeat.com Staff
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