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

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$65.33
+0.28 (+0.43%)
(As of 05/7/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Pharmaceuticals ETF (NYSEARCA:IHE)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$178.35M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$3.04M
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IHE Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/6/2024 Concord 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%
5/2/2024 Family 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%
4/23/2024 Fifth Third Bancorp1,272$86K0.0%+2,444.0%0.013%
4/23/2024 Accurate Wealth Management LLC116,854$7.36M2.1%N/A1.157%
4/19/2024 Massachusetts Wealth Management14,835$1.01M0.7%+197.0%0.724%
4/15/2024 Wealthcare Advisory Partners LLC3,902$265K0.0%N/A0.190%
4/11/2024 Matthew 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 TRC 43,357$8.04M0.1%+2,209.9%2.115%
2/13/2024Peapack Gladstone Financial Corp15,299$2.84M0.0%-2.0%0.746%
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%
2/6/2024 Private 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%
2/6/2024U.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%
2/6/2024Y.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%
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2/5/2024 Transcend Capital Advisors LLC1,124$208K0.0%N/A0.055%
2/2/2024Raab & Moskowitz Asset Management LLC1,745$324K0.1%+13.5%0.085%
2/2/2024Truist Financial Corp4,703$872K0.0%+1.1%0.229%
2/2/2024Spinnaker Trust5,931$1.10M0.1%-2.8%0.289%
2/2/2024Atria Wealth Solutions Inc.3,378$626K0.0%+9.4%0.165%
1/31/2024Kraft Davis & Associates LLC11,206$2.14M0.6%N/A0.547%
1/31/2024 Institute for Wealth Management LLC.3,638$674K0.1%+8.0%0.177%
1/30/2024Capital Analysts LLC1,069$198K0.0%N/A0.052%
1/25/2024 International Assets Investment Management LLC4,820$894K0.0%N/A0.235%
1/24/2024 International Assets Investment Management LLC4,820$894K0.0%N/A0.235%
1/24/2024 Chevy Chase Trust Holdings LLC10,144$1.88M0.0%N/A0.495%
1/23/2024Patten & Patten Inc. TN5,749$1.07M0.1%-2.2%0.280%
1/23/2024 Welch Group LLC3,542$657K0.0%N/A0.173%
1/22/2024 Essex Savings Bank1,100$204K0.1%N/A0.054%
1/16/2024 Raymond James Financial Services Advisors Inc.16,418$3.04M0.0%+337.2%0.801%
1/16/2024 Raymond James & Associates43,981$8.15M0.0%-22.8%2.145%
1/12/2024 CX Institutional1,392$258K0.0%-17.9%0.068%
1/11/2024 Bruce G. Allen Investments LLC1,255$233K0.2%N/A0.061%
1/5/2024 Capital Investment Advisors LLC1,268$235K0.0%N/A0.062%
11/27/2023 Trust Co. of Vermont603$107K0.0%N/A0.029%
11/14/2023Tower Research Capital LLC TRC 1,877$332K0.0%-3.1%0.092%
11/13/2023LPL Financial LLC24,123$4.27M0.0%-14.7%1.177%
11/13/2023Envestnet Asset Management Inc.64,031$11.33M0.0%+135.5%3.123%
11/13/2023Kestra Advisory Services LLC1,551$274K0.0%-3.8%0.076%
11/13/2023PNC Financial Services Group Inc.434$77K0.0%+28.8%0.021%
11/9/2023One Capital Management LLC2,140$379K0.0%N/A0.104%
11/9/2023UBS Group AG14,740$2.61M0.0%-2.4%0.719%
11/8/2023 HighTower Advisors LLC1,941$343K0.0%+36.5%0.095%
11/8/2023 Janney Montgomery Scott LLC12,017$2.13M0.0%-17.0%0.586%
11/8/2023Atria Wealth Solutions Inc.3,088$549K0.0%-56.7%0.151%
11/7/2023 RiverFront Investment Group LLC36,114$6.39M0.2%+3.9%1.762%
11/7/2023 Merit Financial Group LLC10,397$1.84M0.1%-2.8%0.507%
11/4/2023 NBC Securities Inc.215$38K0.0%N/A0.010%
11/3/2023 SteelPeak Wealth LLC1,169$208K0.0%N/A0.057%
11/1/2023Orion Portfolio Solutions LLC3,996$707K0.0%-5.5%0.195%
10/25/2023 Apexium Financial LP1,144$203K0.0%N/A0.056%
10/25/2023 Massachusetts Wealth Management5,025$889K0.8%-4.7%0.245%
10/24/2023 Stratos Wealth Advisors LLC1,863$330K0.0%N/A0.091%
10/24/2023 Raymond James & Associates56,974$10.08M0.0%-0.4%2.779%
10/23/2023Commonwealth Equity Services LLC13,164$2.33M0.0%-4.4%0.642%
10/20/2023 Family Firm Inc.3,335$590K0.2%-4.0%0.163%
10/18/2023 CX Institutional1,695$300K0.0%N/A0.083%
8/10/2023Commonwealth Equity Services LLC13,773$2.47M0.0%+1.2%0.656%
8/10/2023AlphaCore Capital LLC300$54K0.0%N/A0.014%
8/9/2023 Coastal Investment Advisors Inc.402$72K0.0%N/A0.019%
8/8/2023Fisher Asset Management LLC41,607$7.45M0.0%+7.1%1.981%
8/4/2023Envestnet Asset Management Inc.27,193$4.87M0.0%-2.9%1.295%
8/3/2023Atria Wealth Solutions Inc.7,128$1.28M0.0%+82.5%0.339%
8/3/2023 Massachusetts Wealth Management5,275$945K0.9%+5.0%0.251%
8/2/2023Bank of Montreal Can20,532$3.69M0.0%N/A0.978%
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8/1/2023 RiverFront Investment Group LLC34,744$6.22M0.2%+8.0%1.654%
8/1/2023Truist Financial Corp4,727$847K0.0%-7.4%0.225%
8/1/2023 Merit Financial Group LLC10,695$1.92M0.1%-31.3%0.509%
8/1/2023Spinnaker Trust6,100$1.09M0.1%-1.4%0.290%
7/31/2023LPL Financial LLC28,295$5.07M0.0%-1.5%1.347%
7/31/2023 Brown Advisory Inc.32,334$5.79M0.0%-12.7%1.540%
7/28/2023First Republic Investment Management Inc.1,505$270K0.0%-11.9%0.072%
7/26/2023 Janney Montgomery Scott LLC14,482$2.59M0.0%-20.5%0.690%
7/25/2023 Raymond James Financial Services Advisors Inc.3,781$677K0.0%-11.0%0.180%
7/25/2023 Raymond James & Associates57,184$10.24M0.0%-10.3%2.723%
(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, 102 institutional investors and hedge funds held shares of iShares U.S. Pharmaceuticals ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($223.78M), Envestnet Asset Management Inc. ($11.33M), Raymond James & Associates ($8.15M), Tower Research Capital LLC TRC ($8.04M), Royal Bank of Canada ($7.77M), Accurate Wealth Management LLC ($7.36M), and RiverFront Investment Group LLC ($7.02M).Learn more on IHE's institutional investors.

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

Of the 87 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 ($2.41M), Accurate Wealth Management LLC ($116.85K), Concord Investment Counsel Inc. ($57.15K), Tower Research Capital LLC TRC ($42.95K), Southern Capital Advisors LLC ($38.88K), Envestnet Asset Management Inc. ($37.03K), and EWG Elevate Inc. ($33.15K).

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

Institutional investors have bought a total of 3,105,261 shares in the last 24 months. This purchase volume represents approximately $193.27M in transactions.

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

Of the 41 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: Raymond James & Associates ($20.95K), Merit Financial Group LLC ($13.41K), Tower Research Capital LLC TRC ($12.00K), Envestnet Asset Management Inc. ($6.80K), Janney Montgomery Scott LLC ($6.19K), Brown Advisory Inc. ($4.94K), 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 91,512 shares in the last 24 months. This volume of shares sold represents approximately $5.48M in transactions.


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This page (NYSEARCA:IHE) was last updated on 5/8/2024 by MarketBeat.com Staff

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