IHE Institutional Ownership
iShares U.S. Pharmaceuticals ETF
1W: +1.8%
1M: +6.1%
3M: +4.9%
YTD: +25.6%
1Y: +44.6%
3Y: +90.9%
5Y: +85.2%
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Overview
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Holdings
Changes
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Institutional Ownership — IHE
235
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
731M
Total Invested
39
New Positions
56
Increased
74
Reduced
21
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (248 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 2,732,837 | 291M | -34,522 | -1.2% | 29Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 862,713 | 92M | +406,107 | +88.9% | 15Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 553,812 | 59M | +178,066 | +47.4% | 50Q | SEC ↗ |
| 4 | MORGAN STANLEY | 457,623 | 49M | -22,645 | -4.7% | 60Q | SEC ↗ |
| 5 | LPL Financial LLC | 230,925 | 25M | +60,737 | +35.7% | 54Q | SEC ↗ |
| 6 | TD Asset Management Inc NEW | 192,500 | 21M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Mirae Asset Global Investments Co., Lt NEW | 190,000 | 20M | — | +0.0% | 1Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC | 185,841 | 20M | +105,933 | +132.6% | 15Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 135,148 | 14M | +18,855 | +16.2% | 67Q | SEC ↗ |
| 10 | Anfield Capital Management, LLC | 129,577 | 14M | +11,612 | +9.8% | 2Q | SEC ↗ |
| 11 | Insight Wealth Strategies, LLC | 122,642 | 13M | +3,950 | +3.3% | 2Q | SEC ↗ |
| 12 | UBS Group AG | 110,100 | 12M | +70,420 | +177.5% | 47Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 75,451 | 8M | +5,519 | +7.9% | 71Q | SEC ↗ |
| 14 | BROWN ADVISORY INC | 75,432 | 8M | — | +0.0% | 58Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 71,836 | 8M | +5,098 | +7.6% | 7Q | SEC ↗ |
| 16 | Monument Capital Management NEW | 60,787 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 17 | BNP PARIBAS FINANCIAL MARKETS | 52,491 | 6M | -798 | -1.5% | 5Q | SEC ↗ |
| 18 | Concurrent Investment Advisors, LLC | 52,448 | 6M | -4,740 | -8.3% | 3Q | SEC ↗ |
| 19 | Concord Investment Counsel Inc. | 49,456 | 5M | +298 | +0.6% | 4Q | SEC ↗ |
| 20 | Accurate Wealth Management, LLC NEW | 47,786 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,401 | 5M | -17,000 | -28.1% | 10Q | SEC ↗ |
| 22 | AMERIPRISE FINANCIAL INC | 41,731 | 4M | -5,111 | -10.9% | 16Q | SEC ↗ |
| 23 | Tidal Investments LLC NEW | 37,534 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 24 | FFG Partners, LLC | 35,599 | 4M | +31,994 | +887.5% | 2Q | SEC ↗ |
| 25 | Beacon Pointe Advisors, LLC | 35,469 | 4M | -1,197 | -3.3% | 21Q | SEC ↗ |
| 26 | Merit Financial Group, LLC | 31,245 | 3M | -78 | -0.2% | 10Q | SEC ↗ |
| 27 | PEAPACK GLADSTONE FINANCIAL CORP | 30,321 | 3M | -838 | -2.7% | 16Q | SEC ↗ |
| 28 | CITADEL ADVISORS LLC | 26,020 | 3M | +12,894 | +98.2% | 12Q | SEC ↗ |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 25,914 | 3M | -790 | -3.0% | 35Q | SEC ↗ |
| 30 | PATTEN & PATTEN INC/TN | 24,815 | 3M | -1,725 | -6.5% | 54Q | SEC ↗ |
| 31 | Mariner, LLC | 24,775 | 3M | -147 | -0.6% | 16Q | SEC ↗ |
| 32 | ARKANSAS FINANCIAL GROUP, INC. | 23,489 | 3M | +14,478 | +160.7% | 9Q | SEC ↗ |
| 33 | Tower Research Capital LLC (TRC) NEW | 22,455 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Wagner Wealth Management, Corp NEW | 20,933 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 35 | CAHILL FINANCIAL ADVISORS INC | 20,360 | 2M | +24 | +0.1% | 51Q | SEC ↗ |
| 36 | FMR LLC | 20,171 | 2M | +357 | +1.8% | 32Q | SEC ↗ |
| 37 | Cetera Investment Advisers | 19,565 | 2M | -89,906 | -82.1% | 10Q | SEC ↗ |
| 38 | D.A. DAVIDSON & CO. | 19,008 | 2M | +192 | +1.0% | 3Q | SEC ↗ |
| 39 | JONES FINANCIAL COMPANIES LLLP | 18,639 | 2M | +3,091 | +19.9% | 11Q | SEC ↗ |
| 40 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | 17,707 | 2M | -786 | -4.3% | 2Q | SEC ↗ |
| 41 | SPINNAKER TRUST | 15,849 | 2M | — | +0.0% | 69Q | SEC ↗ |
| 42 | Massachusetts Wealth Management | 14,625 | 2M | -195 | -1.3% | 15Q | SEC ↗ |
| 43 | One Capital Management, LLC | 13,205 | 1M | — | +0.0% | 12Q | SEC ↗ |
| 44 | Asset Management Group, Inc. | 12,997 | 1M | +40 | +0.3% | 52Q | SEC ↗ |
| 45 | STRATEGY ASSET MANAGERS LLC NEW | 12,221 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Brendel Financial Advisors LLC NEW | 11,958 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Texas Yale Capital Corp. | 11,525 | 1M | -700 | -5.7% | 71Q | SEC ↗ |
| 48 | Institute for Wealth Management, LLC. | 11,310 | 1M | +66 | +0.6% | 20Q | SEC ↗ |
| 49 | Arax Advisory Partners | 10,068 | 1M | +9,513 | +1714.1% | 3Q | SEC ↗ |
| 50 | Schuylkill Financial LLC NEW | 10,018 | 1M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TD Asset Management Inc | 192,500 | 21M |
| Mirae Asset Global Investments Co., | 190,000 | 20M |
| Monument Capital Management | 60,787 | 6M |
| Accurate Wealth Management, LLC | 47,786 | 5M |
| Tidal Investments LLC | 37,534 | 4M |
| Tower Research Capital LLC (TRC) | 22,455 | 2M |
| Wagner Wealth Management, Corp | 20,933 | 2M |
| STRATEGY ASSET MANAGERS LLC | 12,221 | 1M |
| Brendel Financial Advisors LLC | 11,958 | 1M |
| Schuylkill Financial LLC | 10,018 | 1M |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 10,000 | 1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 9,093 | 969K |
| CIBC WORLD MARKET INC. | 8,250 | 880K |
| Banque Transatlantique SA | 7,587 | 809K |
| COMPASS FINANCIAL MANAGEMENT LLC | 5,627 | 600K |
| SG Americas Securities, LLC | 5,296 | 565K |
| Kesler, Norman & Wride, LLC | 4,490 | 479K |
| Ameritas Advisory Services, LLC | 2,571 | 274K |
| &PARTNERS | 2,458 | 262K |
| Focus Financial Network, Inc. | 2,221 | 237K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Aptus Capital Advisors, LLC | 286,543 | 31M |
| McElhenny Sheffield Capital Managem | 202,612 | 22M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 93,112 | 10M |
| Virtue Capital Management, LLC | 76,344 | 8M |
| Banque Cantonale Vaudoise | 24,500 | 3M |
| VestGen Advisors, LLC | 23,549 | 3M |
| MARSHALL WACE, LLP | 14,338 | 2M |
| St. Louis Financial Planners Asset | 13,804 | 1M |
| CHILDRESS CAPITAL ADVISORS, LLC | 12,000 | 1M |
| WorthPointe, LLC | 7,683 | 819K |
| Stratos Wealth Advisors, LLC | 6,546 | 698K |
| HERITAGE OAK WEALTH ADVISORS LLC | 6,117 | 652K |
| Purewater Capital LLC | 6,072 | 647K |
| FIRST FINANCIAL BANK - TRUST DIVISI | 5,069 | 540K |
| Csenge Advisory Group | 3,200 | 341K |
| JANE STREET GROUP, LLC | 3,195 | 341K |
| Guardian Asset Advisors, LLC | 2,637 | 281K |
| GSA CAPITAL PARTNERS LLP | 2,547 | 272K |
| Western Wealth Management, LLC | 1,729 | 184K |
| Advisors Preferred, LLC | 1,655 | 176K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +406,107 | +88.9% | 862,713 |
| JPMORGAN CHASE & CO | +178,066 | +47.4% | 553,812 |
| GOLDMAN SACHS GROUP INC | +105,933 | +132.6% | 185,841 |
| UBS Group AG | +70,420 | +177.5% | 110,100 |
| LPL Financial LLC | +60,737 | +35.7% | 230,925 |
| FFG Partners, LLC | +31,994 | +887.5% | 35,599 |
| ROYAL BANK OF CANADA | +18,855 | +16.2% | 135,148 |
| ARKANSAS FINANCIAL GROUP, INC. | +14,478 | +160.7% | 23,489 |
| CITADEL ADVISORS LLC | +12,894 | +98.2% | 26,020 |
| Anfield Capital Management, LLC | +11,612 | +9.8% | 129,577 |
| Arax Advisory Partners | +9,513 | +1714.1% | 10,068 |
| MML INVESTORS SERVICES, LLC | +6,071 | +193.3% | 9,211 |
| WELLS FARGO & COMPANY/MN | +5,519 | +7.9% | 75,451 |
| RAYMOND JAMES FINANCIAL INC | +5,098 | +7.6% | 71,836 |
| Insight Wealth Strategies, LLC | +3,950 | +3.3% | 122,642 |
| JONES FINANCIAL COMPANIES LLLP | +3,091 | +19.9% | 18,639 |
| Private Advisor Group, LLC | +2,547 | +72.2% | 6,077 |
| MONECO ADVISORS, LLC | +2,532 | +57.8% | 6,916 |
| Creative Planning | +2,418 | +35.3% | 9,262 |
| Summit Global Investments | +2,093 | +31.1% | 8,822 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Foundations Investment Advisors, LL | -685,245 | -99.4% | 4,029 |
| Cetera Investment Advisers | -89,906 | -82.1% | 19,565 |
| Cadent Capital Advisors, LLC | -59,113 | -95.9% | 2,503 |
| AdvisorNet Financial, Inc | -40,500 | -98.8% | 493 |
| Fisher Asset Management, LLC | -34,522 | -1.2% | 2,732,837 |
| OSAIC HOLDINGS, INC. | -27,809 | -74.2% | 9,673 |
| MORGAN STANLEY | -22,645 | -4.7% | 457,623 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -17,000 | -28.1% | 43,401 |
| CX Institutional | -15,820 | -97.3% | 432 |
| GFS Advisors, LLC | -8,730 | -97.0% | 270 |
| Avior Wealth Management, LLC | -8,585 | -66.8% | 4,271 |
| Raleigh Capital Management Inc. | -8,270 | -95.5% | 389 |
| AMERIPRISE FINANCIAL INC | -5,111 | -10.9% | 41,731 |
| Concurrent Investment Advisors, LLC | -4,740 | -8.3% | 52,448 |
| Cambridge Investment Research Advis | -3,152 | -48.4% | 3,367 |
| ENVESTNET ASSET MANAGEMENT INC | -2,151 | -27.2% | 5,770 |
| AlphaCore Capital LLC | -1,800 | -58.3% | 1,290 |
| PATTEN & PATTEN INC/TN | -1,725 | -6.5% | 24,815 |
| Beacon Pointe Advisors, LLC | -1,197 | -3.3% | 35,469 |
| Baker Avenue Asset Management, LP | -970 | -16.5% | 4,924 |