Security record · archived quarter
IHE
iShares U.S. Pharmaceuticals ETF · Financial Services · Asset Management
48Tracked holders
+1Δ holders
4.98MShares held
$422.06MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.1% ·
share flow +3.8% ·
net new positions +2.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +4 | 6.30M | $624.73M | +6 | −3 |
| Q1 2026 | 49 | +1 | 5.21M | $450.70M | +3 | −2 |
| Q4 2025 | 48 | +1 | 4.98M | $422.06M | +1 | — |
| Q3 2025 | 7 | +1 | 3.46M | $251.38M | +1 | — |
| Q2 2025 | 3 | 0 | 3.03M | $198.38M | — | — |
| Q1 2025 | 2 | -2 | 3.17M | $223.35M | — | −2 |
| Q4 2024 | 4 | +1 | 3.32M | $218.11M | +2 | −1 |
| Q3 2024 | 3 | -2 | 3.37M | $237.66M | — | −2 |
| Q2 2024 | 5 | — | 3.48M | $230.98M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 2.83M | -2.1% | $239.70M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 472.58K | +151.7% | $40.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Bank Of America Corp /De/ | 444.04K | — | $37.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | JPMorgan Chase ✦ | 212.81K | -5.3% | $18.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 5 | Royal Bank Of Canada | 156.97K | — | $13.31M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 6 | LPL Financial LLC | 137.75K | — | $11.69M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 103.02K | — | $8.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 82.88K | -43.1% | $7.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Brown Advisory Inc | 75.43K | — | $6.40M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 56.06K | — | $4.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 50.91K | — | $4.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 42.67K | — | $3.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | UBS Group AG | 38.81K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Commonwealth Equity Services, Llc | 26.52K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 25.55K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 25.37K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 22.47K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Citadel Advisors ✦ | 21.39K | +213.0% | $1.81M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 14.79K | +14.7% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Jones Financial Companies Lllp | 14.69K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Marshall Wace ✦ | 14.34K | New | $1.22M | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Cetera Investment Advisers | 14.12K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Corient Private Wealth LP | 13.01K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 9.08K | — | $770,245 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 8.61K | — | $730,678 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 8.47K | — | $718,247 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Mercer Global Advisors Inc /Adv | 8.21K | — | $696,230 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 6.61K | — | $560,305 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Creative Planning | 6.59K | — | $558,650 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 6.42K | — | $544,204 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Captrust Financial Advisors | 4.91K | — | $416,728 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 4.70K | — | $397,329 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 3.55K | — | $301,118 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 3.43K | — | $291,005 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 2.71K | — | $229,889 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 2.55K | — | $216,571 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 2.42K | — | $204,949 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 1.17K | — | $98,997 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 870 | — | $73,741 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cwm, Llc | 776 | — | $66,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 521 | — | $44,160 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 465 | — | $39,446 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Citigroup Inc | 433 | — | $36,731 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 389 | — | $32,999 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 288 | — | $24,431 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Franklin Resources Inc | 198 | — | $16,796 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 162 | — | $13,742 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | BlackRock ✦ (passive) | 33 | 0.0% | $2,799 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $1.22M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 193 holders, 7.24M shares, $621.44M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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