IHE institutional holders

iShares U.S. Pharmaceutical ETF · 220 reporting institutions · $734.7M reported value

Funds that can replace IHE · IHE return decomposition

Institutional holdings

Institutions reporting IHE, largest first
InstitutionReported positionAdvisors at firmReport period
Fisher Asset Management, LLC$270.6M2,9842026-06-30
Bank of America Corp /de$85.4M02026-06-30
Jpmorgan Chase & Co$55.5M02026-06-30
Morgan Stanley$45.3M23,1852026-06-30
Lpl Financial LLC$22.9M23,4582026-06-30
TD Asset Management Inc$19.1M02026-06-30
Mirae Asset Global Investments Co., Ltd.$18.8M02026-06-30
Goldman Sachs Group Inc$18.4M02026-06-30
Royal Bank of Canada$13.4M02026-06-30
Insight Wealth Strategies, LLC$12.1M92026-06-30
Anfield Capital Management, LLC$11.2M02026-03-31
UBS Group AG$10.9M02026-06-30
Wells Fargo & Company/mn$7.5M02026-06-30
Brown Advisory Inc$7.5M02026-06-30
Raymond James Financial Inc$7.1M02026-06-30
Monument Capital Management$6M92026-06-30
Bnp Paribas Financial Markets$5.2M02026-06-30
Concurrent Investment Advisors, LLC$5.2M3492026-06-30
Concord Investment Counsel Inc.$4.9M02026-06-30
Accurate Wealth Management, LLC$4.8M492026-06-30
Susquehanna International Group, LLP$4.3M02026-06-30
Ameriprise Financial Inc$4.1M02026-06-30
Tidal Investments LLC$3.7M02026-06-30
Ffg Partners, LLC$3.5M52026-06-30
Beacon Pointe Advisors, LLC$3.5M4662026-06-30
Merit Financial Group, LLC$3.1M2952026-06-30
Citadel Advisors LLC$2.6M02026-06-30
Commonwealth Equity Services, LLC$2.6M2,8632026-06-30
Patten & Patten Inc/tn$2.5M02026-06-30
Mariner, LLC$2.5M02026-06-30
Arkansas Financial Group, Inc.$2.3M52026-06-30
Tower Research Capital LLC (trc)$2.2M02026-06-30
Wagner Wealth Management, Corp.$2.1M32026-06-30
Cahill Financial Advisors, Inc.$2M122026-06-30
Fmr LLC$2M02026-06-30
Cetera Investment Advisers$1.9M10,3702026-06-30
D.A. Davidson & Co.$1.9M6892026-06-30
Jones Financial Companies LLLP$1.8M02026-06-30
Lee Johnson Capital Management, LLC$1.8M92026-06-30
Spinnaker Trust$1.6M02026-06-30
Massachusetts Wealth Management$1.4M22026-06-30
Asset Management Group, Inc.$1.3M22026-06-30
Strategy Asset Managers LLC$1.2M112026-06-30
Brendel Financial Advisors LLC$1.2M22026-06-30
One Capital Management, LLC$1.1M642026-06-30
Yale Capital Corp.$1.1M52026-06-30
Institute for Wealth Management, Llc.$1.1M132026-06-30
Arax Advisory Partners$996.8K2322026-06-30
Schuylkill Financial LLC$991.9K22026-06-30
Highland Capital Management, LLC$990.1K122026-06-30
Truist Financial Corp$962.5K02026-06-30
Osaic Holdings, Inc.$958.2K02026-06-30
Hightower Advisors, LLC$947.7K1,0462026-06-30
Seabridge Investment Advisors LLC$924.9K112026-06-30
Creative Planning$917K1,1712026-06-30
MML Investors Services, LLC$912K5,1202026-06-30
Axxcess Wealth Management, LLC$900.3K382026-06-30
Stifel Financial Corp$842.6K02026-06-30
CIBC World Market Inc.$816.8K02026-06-30
Bank of Montreal /can$774.3K02026-06-30
Banque Transatlantique SA$751.2K02026-06-30
Lynx Investment Advisory$724.9K112026-06-30
Harbour Investments, Inc.$700.7K2472026-06-30
Moneco Advisors, LLC$684.8K502026-06-30
Oppenheimer & Co. Inc.$671.9K1,1662026-06-30
Fifth Third Bancorp$670.6K02026-06-30
Wealth Enhancement Advisory Services, LLC$669.5K1,0262026-06-30
Corient Private Wealth LP$649.6K6742026-06-30
Kestra Advisory Services, LLC$642.5K1,4792026-06-30
Capital Investment Advisors, LLC$635.1K592026-06-30
Rockefeller Capital Management LP$625.3K3462026-06-30
U.S. Capital Wealth Advisors, LLC$620.3K02026-03-31
Federation Des Caisses Desjardins Du Quebec$615.3K02026-06-30
Private Advisor Group, LLC$601.7K9272026-06-30
Mercer Global Advisors Inc /adv$575.5K02026-06-30
Envestnet Pmc$571.3K602026-06-30
Compass Financial Management LLC$565K462026-06-30
Woodmont Investment Counsel LLC$551.9K92026-06-30
Aim Capital$540.3K22026-06-30
Comerica Bank$537K02025-12-31
Captrust Financial Advisors$527K9622026-06-30
Waverly Advisors, LLC$493.1K2312026-06-30
Wealthcare Advisory Partners LLC$492.7K1702026-06-30
Bakeravenue$487.5K352026-06-30
Grimes & Co Wealth Management, LLC$452.2K382026-06-30
Ascend Investment Partners$444.6K52026-06-30
Kingswood Wealth Advisors, LLC$443.7K1232026-06-30
Avior Wealth Management, LLC$422.9K692026-06-30
Foundations Investment Advisors, LLC$398.9K3022026-06-30
Raab & Moskowitz Asset Management LLC$374.2K42026-06-30
Financial Partners Group, Inc$372.7K92026-06-30
Madison Wealth Partners, Inc$371.1K412026-06-30
The Goff Financial Group$357.9K22026-06-30
United Capital Financial Advisors, LLC$352.3K1662026-06-30
Aft, Forsyth & Company, Inc.$342K22026-06-30
Cary Street Partners Financial LLC$329.4K02026-06-30
Essex Bank$326.7K02026-06-30
V2 Financial Group LLC$326.7K42026-06-30
Hudock, Inc.$320.2K92026-06-30
Beacon Investment Advisory Services, Inc.$303K312026-06-30
Manchester Capital Management LLC$297K122026-06-30
Commonwealth Retirement Investments LLC$293.8K32026-06-30
Private Capital Management$291.6K102026-06-30
Advisory Services Network$288.9K2532026-06-30
Equitable Holdings, Inc.$283.2K02026-06-30
Lifeworks Advisors, LLC$278.5K422026-06-30
Cornerstone Wealth Group, LLC$276.9K302026-06-30
Y.D. More Investments Ltd$267.3K02026-06-30
Ellerson Group Inc /adv$259.3K22026-06-30
Aqr Capital Management LLC$255.6K12026-06-30
Ameritas Advisory Services, LLC$254.6K5502026-06-30
Apexium Financial, LP$253.3K02025-09-30
Focus Partners Wealth$248.6K1,0482026-06-30
Cadent Capital Advisors, LLC$247.8K112026-06-30
&partners$243.4K5552026-06-30
Aviance Capital Partners, LLC$238.8K62026-06-30
Wealthspire Advisors, LLC$235.3K2372026-06-30
Northwestern Mutual Wealth Management Co$231.3K02026-06-30
Runnymede Capital Advisors, Inc.$228.7K12026-06-30
Spc Financial, Inc.$224.2K02025-09-30
Focus Financial$219.9K1212026-06-30
Farther Finance Advisors, LLC$214.2K3342026-06-30
Prism Advisors, Inc.$208.7K52026-06-30
Chicago Partners Investment Group LLC$208.6K572026-06-30
Aprio Wealth Management, LLC$207.9K362026-06-30
Brown, Lisle/cummings, Inc.$190.3K82026-03-31
Geowealth Management, LLC$149.6K02026-06-30
Allworth Financial, LP$147.5K3172026-06-30
Integrity Financial Corp /wa$142K142026-06-30
Bruce G. Allen Investments, LLC$141.4K32026-06-30
Blackrock, Inc.$140.2K02026-06-30
PNC Financial Services Group, Inc.$135.1K02026-06-30
Acumen Wealth Advisors, LLC$135.1K122026-06-30
Alphacore Capital LLC$127.7K692026-06-30
Cassaday & Co Wealth Management LLC$96.7K472026-06-30
Valley Wealth Managers, Inc.$89.1K472026-06-30
TD Waterhouse Canada Inc.$85.5K02026-06-30
Rothschild Investment LLC$83.8K182026-06-30
Global Retirement Partners LLC$83.3K4912026-06-30
Sunbelt Securities, Inc.$83.2K632026-03-31
Ae Wealth Management LLC$80.6K4712026-06-30
Geneos Wealth Management, Inc.$79K1932026-06-30
Newedge Advisors$75.4K6012026-06-30
Integrated Wealth Concepts LLC$75.1K4802026-06-30
Mather Group, Llc.$73.6K1102026-06-30
Capital Advisor Network LLC$70.6K82026-06-30
Steward Partners Investment Advisory, LLC$69K4812026-06-30
Lanark Financial, Inc.$67.8K692026-06-30
Islay Capital Management, LLC$62.4K32026-06-30
Trust Co of Vermont$60.3K02026-06-30
Union Bancaire Privee, Ubp SA$57.9K02026-06-30
Assetmark, Inc$57.3K2202026-06-30
Accent Capital Management, LLC$49.5K02026-06-30
Piscataqua Savings Bank$49.3K02026-06-30
Advisornet Wealth Partners$48.8K582026-06-30
Regatta Research & Money Management LLC$47.5K62026-06-30
Blueline Advisors LLC$47.5K42026-06-30
O'Shaughnessy Asset Management, LLC$45.8K582026-06-30
Arlington Trust Co LLC$44.6K02026-06-30
Hhm Wealth Advisors, LLC$44.6K122026-06-30
Clearstead; Clearstead Advisory Solutions$42.5K642026-06-30
Raleigh Capital Management Inc.$38.5K132026-06-30
Fiduciary Financial Advisors$32.7K512026-06-30
Fairscale Capital, LLC$30K32026-06-30
Duncker Streett & Co.$29.7K22026-06-30
Blair William & Co/il$29.7K3292026-06-30
Cwm, LLC$29.4K6672026-03-31
Ameriflex Group, Inc.$28.8K2122026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$28.5K02026-06-30
National Bank of Canada /fi$27.8K02026-06-30
Creative Financial Designs Inc /adv$26.4K02026-06-30
Harbor Asset Planning, Inc.$23K22026-06-30
Qube Research & Technologies Ltd$22.9K02026-06-30
Meramec Financial Planners, LLC$21.8K72026-06-30
Cordgrass Capital Advisors, LLC$20.8K32026-06-30
Franklin Resources Inc$19.6K02026-06-30
Private Trust Co NA$18.8K02026-06-30
Russell Investments Group, Ltd.$18.6K02026-06-30
Huntington National Bank$17.6K02026-06-30
Godfrey Financial Associates, Inc.$17.5K32026-06-30
Abound Wealth Management$16.6K162026-06-30
High Point Wealth Management, LLC$15.2K22026-06-30
Spire Wealth Management$14.9K32026-06-30
Private Wealth Asset Management$14.9K222026-06-30
Realta Investment Advisors$14.3K572026-06-30
St Germain D J Co Inc$14.3K02026-06-30
Jfs Wealth Advisors, LLC$12.8K332026-06-30
Running Point Capital Advisors, LLC$11.5K02025-12-31
Turim 21 Investimentos Ltda.$10.8K02026-06-30
Epg Wealth Management LLC$10.7K112026-06-30
Allspring Global Investments Holdings, LLC$10.5K02026-06-30
Highland Investment Advisors LLC$10.4K102026-06-30
Guerra Advisors Inc$10K172025-09-30
Ifp Advisors, Inc$10K3182026-06-30
Shp Wealth Management$9.9K322026-06-30
Larson Financial Group LLC$9.5K672026-06-30
Bravera Wealth$9.1K02026-06-30
Bartlett & Co. Wealth Management LLC$8.9K322026-06-30
New. Advisory Services, LLC$8.6K152026-06-30
Fwl Investment Management, LLC$8.3K22026-06-30
Soa Wealth Advisors, Llc.$8.3K102026-06-30
Yankcom Partnership$8K02026-06-30
Pinnacle Wealth Planning Services, Inc.$7.1K202026-06-30
Golden State Wealth Management, LLC$5.6K472026-06-30
Img Wealth Management, Inc.$5.6K72026-06-30
Ancora Advisors LLC$5.3K102026-06-30
First Command Advisory Services$5.3K1,0122026-06-30
Bogart Wealth, LLC$5K242026-06-30
CIBC Private Wealth Group LLC$3.3K02025-12-31
Peapack Gladstone Financial Corp$3K02026-06-30
North Star Investment Management Corporation$1.1K112026-06-30
Morton Brown Family Wealth, LLC$89172026-06-30
Summit Global Investments$873992026-06-30
Janney Montgomery Scott LLC$6081,3422026-06-30
Cambridge Investment Research Advisors, Inc.$5653,9402026-03-31
Sg Americas Securities, LLC$52402026-06-30
Thoroughbred Financial Services, LLC$363342026-06-30
Kilter Group LLC$8582026-06-30
Capital Analysts, LLC$646082026-06-30
Cx Institutional$43802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30