Security record · archived quarter
IHE
iShares U.S. Pharmaceuticals ETF · Financial Services · Asset Management
52Tracked holders
+4Δ holders
6.31MShares held
$625.68MReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +21.2% ·
net new positions +7.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 52 | +4 | 6.31M | $625.68M | +6 | −2 |
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 2.73M | -1.2% | $270.58M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 862.71K | +88.9% | $85.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 862.71K | +88.9% | $85.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 862.71K | +88.9% | $85.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 553.81K | +47.4% | $55.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 553.81K | +47.4% | $55.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 553.81K | +47.4% | $55.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 553.81K | +47.4% | $55.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 553.81K | +47.4% | $55.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 553.81K | +47.4% | $55.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 553.81K | +47.4% | $55.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 553.81K | +47.4% | $55.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 553.81K | +47.4% | $55.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 457.62K | -4.7% | $45.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 457.62K | -4.7% | $45.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 457.62K | -4.7% | $45.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | LPL Financial LLC | 230.93K | +35.7% | $22.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Td Asset Management Inc | 192.50K | New | $19.06M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mirae Asset Global Investments Co.… | 190.00K | New | $18.81M | 0.0% | New | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 185.84K | +132.6% | $18.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Royal Bank Of Canada | 135.15K | +16.2% | $13.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 135.15K | +16.2% | $13.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 135.15K | +16.2% | $13.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 135.15K | +16.2% | $13.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 110.10K | +177.5% | $10.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 110.10K | +177.5% | $10.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 75.45K | +7.9% | $7.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 75.45K | +7.9% | $7.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Brown Advisory Inc | 75.43K | 0.0% | $7.47M | 0.0% | Held | 3 | SEC ↗ |
| 30 | Raymond James Financial Inc | 71.84K | +7.6% | $7.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Raymond James Financial Inc | 71.84K | +7.6% | $7.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Bnp Paribas Financial Markets | 52.49K | -1.5% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 43.40K | -28.1% | $4.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 43.40K | -28.1% | $4.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 41.73K | -10.9% | $4.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Tidal Investments LLC | 37.53K | New | $3.72M | 0.0% | New | 1 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 26.02K | +98.2% | $2.58M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 25.91K | -3.0% | $2.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Mariner, LLC | 24.77K | -0.6% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 20.17K | +1.8% | $2.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 20.17K | +1.8% | $2.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Cetera Investment Advisers | 19.57K | -82.1% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 18.64K | +19.9% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Truist Financial Corp | 9.72K | +7.8% | $962,468 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 9.67K | -74.2% | $958,154 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 9.67K | -74.2% | $958,154 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 9.67K | -74.2% | $958,154 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | HighTower Advisors, LLC | 9.57K | -0.8% | $947,736 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Creative Planning | 9.26K | +35.3% | $917,008 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Creative Planning | 9.26K | +35.3% | $917,008 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Mml Investors Services, Llc | 9.21K | +193.3% | $911,954 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Stifel Financial Corp | 8.51K | -1.2% | $842,577 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Stifel Financial Corp | 8.51K | -1.2% | $842,577 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Cibc World Market Inc. | 8.25K | New | $816,833 | 0.0% | New | 1 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 7.82K | -0.3% | $774,258 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 7.82K | -0.3% | $774,258 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 7.82K | -0.3% | $774,258 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Fifth Third Bancorp | 6.77K | +3.2% | $670,594 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Wealth Enhancement Advisory… | 6.66K | +6.6% | $669,495 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Corient Private Wealth LP | 6.56K | +1.1% | $649,606 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Rockefeller Capital Management L.P. | 6.32K | -1.6% | $625,271 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Mercer Global Advisors Inc /Adv | 5.81K | +2.9% | $575,502 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Envestnet Asset Management Inc | 5.77K | -27.2% | $571,303 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Captrust Financial Advisors | 5.32K | 0.0% | $527,011 | 0.0% | Held | 3 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 2.58K | -0.9% | $255,595 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Focus Partners Wealth | 2.51K | -1.3% | $248,609 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Northwestern Mutual Wealth… | 2.34K | +16.4% | $231,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | BlackRock ✦ (passive) | 1.42K | +442.5% | $140,198 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 1.36K | 0.0% | $135,149 | 0.0% | Held | 3 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 870 | 0.0% | $85,460 | 0.0% | Held | 3 | SEC ↗ |
| 71 | Assetmark, Inc | 579 | +24.5% | $57,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Blair William & Co/Il | 300 | New | $29,703 | 0.0% | New | 1 | SEC ↗ |
| 73 | UBS AM, a distinct business unit of… | 288 | -17.9% | $28,515 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | National Bank Of Canada /Fi/ | 281 | +7.7% | $27,802 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Qube Research & Technologies Ltd | 231 | -38.9% | $22,871 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Franklin Resources Inc | 198 | 0.0% | $19,604 | 0.0% | Held | 3 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 188 | -57.4% | $18,565 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Allspring Global Investments… | 105 | New | $10,509 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Td Asset Management Inc | $19.06M | 0.0% |
| Mirae Asset Global… | $18.81M | 0.0% |
| Tidal Investments LLC | $3.72M | 0.0% |
| Cibc World Market Inc. | $816,833 | 0.0% |
| Blair William & Co/Il | $29,703 | 0.0% |
| Allspring Global Investments… | $10,509 | 0.0% |
Exited
| Jane Street Group, Llc | $276,943 | was 0.0% |
| Us Bancorp \De\ | $14,042 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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