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

$65.71 +0.56 (+0.86%)
(As of 12/20/2024 04:33 PM ET)

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)
$224.36M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$9.08M
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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
11/26/2024 Peapack Gladstone Financial Corp40,507$2.86M0.0%-2.1%0.401%
11/15/2024 EP Wealth Advisors LLC2,220$157K0.0%N/A0.022%
11/15/2024 Jane Street Group LLC11,846$836K0.0%+5.5%0.117%
11/15/2024 Pinnacle Family Advisors LLC11,595$819K0.4%+75.8%0.115%
11/15/2024 HighTower Advisors LLC13,392$945K0.0%-3.7%0.133%
11/14/2024 Flow Traders U.S. LLC11,886$839K0.0%N/A0.118%
11/13/2024 FMR LLC13,581$959K0.0%+10.9%0.134%
11/13/2024Fisher Asset Management LLC3,352,244$236.70M0.1%-2.6%33.191%
11/12/2024 Cahill Financial Advisors Inc.20,130$1.42M0.2%-1.8%0.199%
11/8/2024 Kraft Davis & Associates LLC28,209$1.96M0.6%-11.1%0.279%
11/7/2024 Thrivent Financial for Lutherans32,509$2.30M0.0%+23.6%0.322%
11/5/2024 GSA Capital Partners LLP3,046$215K0.0%-28.7%0.030%
11/4/2024 Patten & Patten Inc. TN25,813$1.82M0.1%+9.5%0.256%
11/1/2024 Assetmark Inc.432$31K0.0%+100.0%0.004%
10/31/2024 Spinnaker Trust18,154$1.28M0.1%+11.2%0.180%
10/29/2024 Realta Investment Advisors900$64K0.0%-21.3%0.009%
10/29/2024 Farther Finance Advisors LLC2,482$175K0.0%+97.1%0.025%
10/28/2024 US Bancorp DE384$27K0.0%+137.0%0.004%
10/24/2024 Southern Capital Advisors LLC40,280$2.84M1.6%+1.1%0.399%
10/23/2024 Allworth Financial LP1,853$131K0.0%+9.4%0.018%
10/23/2024 Massachusetts Wealth Management14,550$1.03M0.6%-1.9%0.144%
10/22/2024 Sequoia 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%
10/18/2024Capital Investment Advisors LLC3,635$257K0.0%-4.5%0.036%
10/18/2024Stratos Wealth Advisors LLC3,537$250K0.0%N/A0.035%
10/16/2024 SPC Financial Inc.3,192$225K0.0%N/A0.032%
10/11/2024 Redhawk Wealth Advisors Inc.4,361$308K0.0%-50.3%0.043%
10/9/2024 Guardian 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%
8/21/2024 Truist Financial Corp6,315$419K0.0%-13.5%0.063%
8/16/2024 Rockport Wealth LLC182,315$12.09M5.1%N/A1.805%
8/14/2024 Marshall Wace LLP6,364$422K0.0%N/A0.063%
8/14/2024 Bank of Montreal Can5,645$381K0.0%-53.2%0.056%
8/13/2024 Thrivent Financial for Lutherans26,295$1.74M0.0%+9.5%0.260%
8/12/2024 Mercer Global Advisors Inc. ADV3,837$254K0.0%+7.4%0.038%
8/9/2024 One Capital Management LLC27,678$1.84M0.1%+2.0%0.274%
8/8/2024 Y.D. More Investments Ltd2,700$179K0.0%+74.4%0.027%
8/7/2024 Cahill Financial Advisors Inc.20,502$1.36M0.2%-2.8%0.203%
7/31/2024 Aptus Capital Advisors LLC183,435$12.17M0.2%N/A1.816%
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7/31/2024 Spinnaker 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%
7/29/2024 Kraft Davis & Associates LLC31,722$2.20M0.7%+30.6%0.314%
7/25/2024 Southern Capital Advisors LLC39,832$2.64M1.6%+2.4%0.394%
7/24/2024 &PARTNERS4,030$267K0.0%N/A0.040%
7/24/2024 Cultivar 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%
7/9/2024 Mather Group LLC.429$29K0.0%N/A0.004%
5/24/2024Cetera Advisors LLC3,905$265K0.0%N/A0.039%
5/17/2024 Comerica Bank1,462$99K0.0%+71.6%0.014%
5/16/2024 Kraft Davis & Associates LLC24,294$1.59M0.5%+116.8%0.241%
5/14/2024 Axxcess Wealth Management LLC3,362$228K0.0%+201.3%0.033%
5/11/2024 Patten & Patten Inc. TN16,932$1.15M0.1%+194.5%0.168%
5/9/2024 Texas Yale Capital Corp.13,430$912K0.0%+179.2%0.133%
5/7/2024 Oppenheimer & Co. Inc.6,786$461K0.0%+200.0%0.067%
5/7/2024 Guardian Asset Advisors LLC3,955$269K0.2%+212.6%0.039%
5/6/2024Concord Investment Counsel Inc.57,145$3.88M1.4%N/A0.566%
5/6/2024 Manchester Capital Management LLC3,000$204K0.0%+200.0%0.030%
5/4/2024 Geneos Wealth Management Inc.798$54K0.0%+274.6%0.008%
5/4/2024 Valley Wealth Managers Inc.900$61K0.0%+200.0%0.009%
5/3/2024 Southern Capital Advisors LLC38,884$2.64M1.6%N/A0.385%
5/3/2024 GSA 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%
5/1/2024 Concourse Financial Group Securities Inc.543$37K0.0%+331.0%0.005%
5/1/2024 Private Advisor Group LLC5,602$380K0.0%+311.3%0.055%
4/30/2024 AFT 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%
4/24/2024 Spire Wealth Management2,194$149K0.0%+543.4%0.022%
4/24/2024 Essex Financial Services Inc.4,101$278K0.0%+200.0%0.041%
4/23/2024 Global Retirement Partners LLC410$28K0.0%+454.1%0.004%
4/23/2024Fifth Third Bancorp1,272$86K0.0%+2,444.0%0.013%
4/23/2024Accurate Wealth Management LLC116,854$7.36M2.1%N/A1.157%
4/19/2024 Massachusetts 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%
2/13/2024 Tower Research Capital LLC TRC43,357$8.04M0.1%+2,209.9%2.115%
2/13/2024 Peapack Gladstone Financial Corp15,299$2.84M0.0%-2.0%0.746%
2/9/2024 Orion Portfolio Solutions LLC3,651$702K0.0%-8.6%0.178%
2/8/2024 Sound View Wealth Advisors Group LLC2,726$505K0.1%N/A0.133%
2/8/2024 Beacon Pointe Advisors LLC6,162$1.14M0.0%-9.6%0.301%
2/8/2024 Rock Point Advisors LLC1,211$225K0.1%N/A0.059%
2/8/2024 Janney Montgomery Scott LLC12,131$2.25M0.0%+0.9%0.592%
2/7/2024 One Capital Management LLC9,210$1.71M0.1%+330.4%0.449%
2/7/2024 Principal Securities Inc.677$126K0.0%N/A0.033%
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2/6/2024 Private Advisor Group LLC1,362$253K0.0%+10.8%0.066%
2/6/2024 National Bank of Canada FI187$35K0.0%+274.0%0.009%
2/6/2024 Axxcess Wealth Management LLC1,116$207K0.0%N/A0.054%
2/6/2024 U.S. Capital Wealth Advisors LLC1,424$264K0.0%+18.8%0.069%
2/6/2024Fisher Asset Management LLC1,208,199$224.00M0.1%+5,567.8%58.937%
2/6/2024 Y.D. More Investments Ltd516$96K0.0%+29.0%0.025%
2/5/2024 RiverFront Investment Group LLC37,863$7.02M0.2%+4.8%1.847%
2/5/2024 Transcend Capital Advisors LLC1,124$208K0.0%N/A0.055%
2/2/2024 Raab & Moskowitz Asset Management LLC1,745$324K0.1%+13.5%0.085%
2/2/2024 Truist Financial Corp4,703$872K0.0%+1.1%0.229%
(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, 113 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), Concord Investment Counsel Inc. ($57.15K), and Tower Research Capital LLC TRC ($42.95K).

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

Institutional investors have bought a total of 3,731,410 shares in the last 24 months. This purchase volume represents approximately $235.77M in transactions.

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

Of the 38 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 170,546 shares in the last 24 months. This volume of shares sold represents approximately $11.42M in transactions.



This page (NYSEARCA:IHE) was last updated on 12/21/2024 by MarketBeat.com Staff
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