SecurityIHE / iShares U.S. Pharmaceuticals ETF (464288836)
Institutional Owners105
Institutional Shares1,806,356
Institutional Value$ 287,509,000 USD

Institutional Stock Ownership and Shareholders

iShares U.S. Pharmaceuticals ETF (NYSE:IHE) has 105 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,806,356 shares. Largest shareholders include Clal Insurance Enterprises Holdings Ltd, Morgan Stanley, Bank Of America Corp /de/, Brown Advisory Inc, Royal Bank Of Canada, Mawer Investment Management Ltd., Citadel Advisors Llc, Ameriprise Financial Inc, Wells Fargo & Company/mn, and Murphy Capital Management Inc.

iShares U.S. Pharmaceuticals ETF (NYSE:IHE) ownership summary shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File DateFormInvestor Opt Prev Shares Current Shares Change
(Percent)
Prev Value (x$1000) Current Value (x$1000) Change
(Percent)
2018-02-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-01-31 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 115 50 -56.52 18 8 -55.56
2018-02-02 13F-HR Karp Capital Management Corp 2,500 2,500 0.00 391 386 -1.28
2018-02-20 13F-HR ENVESTNET ASSET MANAGEMENT INC 10,372 10,152 -2.12 1,622 1,567 -3.39
2018-02-08 13F-HR WELLS FARGO & COMPANY/MN 32,736 28,831 -11.93 5,118 4,451 -13.03
2018-02-14 13F-HR/A-1 Capital Analysts, Inc. 130 20
2018-02-06 13F-HR MCF Advisors LLC 14 14 0.00 2 2 0.00
2018-02-12 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 0 90 0 14
2018-02-02 13F-HR US BANCORP \DE\ 669 669 0.00 105 103 -1.90
2018-02-09 13F-HR Mawer Investment Management Ltd. 53,100 8,198
2018-02-06 13F-HR Family Firm, Inc. 1,757 271
2018-02-09 13F-HR Raymond James Financial Services Advisors, Inc. 7,449 8,032 7.83 1,165 1,240 6.44
2018-01-24 13F-HR Pinnacle Advisory Group, Inc. 4,046 3,701 -8.53 633 571 -9.79
2017-10-17 13F-HR CENTRAL TRUST Co 535 0 -100.00 83 0 -100.00
2018-02-01 13F-HR CIBC World Markets Inc. 1,550 1,550 0.00 242 239 -1.24
2018-02-14 13F-HR BOKF, NA 1,928 1,928 0.00 301 298 -1.00
2018-01-24 13F-HR SG Americas Securities, LLC 5,271 5,463 3.64 824 843 2.31
2018-02-05 13F-HR Calton & Associates, Inc. 58 9
2018-02-14 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 3,839 4,204 9.51 599 649 8.35
2018-02-14 13F-HR HPM Partners LLC 4,200 4,147 -1.26 657 640 -2.59
2018-02-14 13F-HR STIFEL FINANCIAL CORP 8,074 8,148 0.92 1,264 1,257 -0.55
2018-02-09 13F-HR AlphaMark Advisors, LLC 115 115 0.00 18 18 0.00
2017-11-07 13F-HR Cambridge Investment Research Advisors, Inc. 1,374 1,294 -5.82 213 202 -5.16
2018-01-24 13F-HR IFP Advisors, Inc 1,878 1,646 -12.35 294 254 -13.61
2018-02-07 13F-HR Texas Yale Capital Corp. 3,725 4,810 29.13 582 743 27.66
2018-02-06 13F-HR TOTH FINANCIAL ADVISORY CORP 1,478 228
2018-01-23 13F-HR Pratt Collard Advisory Partners Llc 2,300 355
2018-02-09 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 554 472 -14.80 87 73 -16.09
2018-02-14 13F-HR MORGAN STANLEY 283,318 262,267 -7.43 44,300 40,488 -8.60
2018-01-19 13F-HR Round Table Services, LLC 40,710 5,360 -86.83 6,365 827 -87.01
2018-02-08 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 91 621 582.42 14 96 585.71
2018-01-17 13F-HR Cutler Group LP 600 600 0.00 93 92 -1.08
2018-02-05 13F-HR Jacobi Capital Management LLC 110 110 0.00 17 17 0.00
2018-02-14 13F-HR EDMOND DE ROTHSCHILD HOLDING S.A. 100 100 0.00 16 15 -6.25
2018-02-14 13F-HR ROYAL BANK OF CANADA 27,413 61,066 122.76 4,287 9,428 119.92
2018-02-09 13F-HR CITADEL ADVISORS LLC 43,427 38,569 -11.19 6,790 5,954 -12.31
2018-02-13 13F-HR MML INVESTORS SERVICES, LLC 24,083 6,286 -73.90 3,766 970 -74.24
2018-02-01 13F-HR Clear Perspective Advisors, LLC 800 800 0.00 125 124 -0.80
2018-02-07 13F-HR WHITTIER TRUST CO OF NEVADA INC 250 0 -100.00 39 0 -100.00
2018-02-02 13F-HR TELEMUS CAPITAL, LLC 0 3,238 0 500
2018-01-29 13F-HR MURPHY CAPITAL MANAGEMENT INC 28,512 28,157 -1.25 4,458 4,346 -2.51
2018-02-12 13F-HR Financial Architects, Inc 377 379 0.53 59 58 -1.69
2017-11-13 13F-HR Estate Counselors, LLC 4,300 0 -100.00 667 0 -100.00
2018-01-19 13F-HR Bartlett & Co. LLC 30 30 0.00 5 5 0.00
2018-02-14 13F-HR IHT Wealth Management, LLC 505 572 13.27 80 89 11.25
2018-02-09 13F-HR SII INVESTMENTS INC/WI 8,995 7,676 -14.66 1,418 1,178 -16.93
2018-02-07 13F-HR Private Advisor Group, LLC 2,173 1,403 -35.43 345 219 -36.52
2018-02-12 13F-HR AMERIPRISE FINANCIAL INC 37,923 35,297 -6.92 5,936 5,449 -8.20
2018-02-07 13F-HR Sigma Planning Corp 4,692 4,500 -4.09 734 695 -5.31
2018-02-12 13F-HR Commonwealth Equity Services, Llc. 22,754 3,513
2018-02-14 13F-HR LPL Financial LLC 17,270 21,545 24.75 2,700 3,326 23.19
2018-02-07 13F-HR BRONFMAN E.L. ROTHSCHILD, L.P. 500 500 0.00 78 77 -1.28
2018-01-17 13F-HR Koshinski Asset Management, Inc. 4,157 4,035 -2.93 650 623 -4.15
2018-02-14 13F-HR WOLVERINE TRADING, LLC Put 2,500 0 -100.00 391 0 -100.00
2018-02-14 13F-HR FIFTH THIRD BANCORP 90 90 0.00 14 14 0.00
2018-02-14 13F-HR Hilltop Holdings Inc. 8,561 5,343 -37.59 1,338 825 -38.34
2018-02-14 13F-HR Advisor Group, Inc. 1,506 1,997 32.60 236 309 30.93
2018-02-12 13F-HR Aft, Forsyth & Company, Inc. 1,387 214
2018-02-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,775 16,996 -52.49 5,594 2,624 -53.09
2018-02-13 13F-HR JP Morgan Chase & Co 7,337 7,045 -3.98 1,137 1,088 -4.31
2018-02-09 13F-HR Virtu Financial LLC 4,203 2,474 -41.14 657 382 -41.86
2018-02-12 13F-HR CITIGROUP INC 1,055 835 -20.85 165 129 -21.82
2018-02-08 13F-HR Advisory Services Network, LLC 1,446 1,397 -3.39 226 216 -4.42
2018-02-13 13F-HR BANK OF NOVA SCOTIA TRUST CO 80 0 -100.00 13 0 -100.00
2018-02-08 13F-HR TORONTO DOMINION BANK 830 128
2018-02-15 13F-HR PVG ASSET MANAGEMENT CORP 5,385 0 -100.00 841,998 0 -100.00
2018-02-01 13F-HR Tradewinds Capital Management, LLC 24 0 -100.00 4 0 -100.00
2018-02-16 13F-HR/A-1 Commonwealth Equity Services, Inc 22,633 22,253 -1.68 3,511 3,480 -0.88
2017-11-08 13F-HR Bdo Wealth Advisors, Llc 138 0 -100.00 21 0 -100.00
2018-02-14 13F-HR TWO SIGMA SECURITIES, LLC 66,282 17,441 -73.69 10,364 2,693 -74.02
2017-11-13 13F-HR ROBERTSON STEPHENS ADVISORS LLC 1,367 0 -100.00 212 0 -100.00
2018-01-16 13F-HR BANK OF MONTREAL /CAN/ 2,910 2,920 0.34 455 451 -0.88
2018-01-11 13F-HR Sawyer & Company, Inc 143 22
2018-02-15 13F-HR Capital Directions Investment Advisors, LLC 100 100 0.00 16 15 -6.25
2018-02-13 13F-HR Clal Insurance Enterprises Holdings Ltd 750,000 750,000 0.00 117,318 115,785 -1.31
2018-01-22 13F-HR PATTEN & PATTEN INC/TN 8,230 8,145 -1.03 1,287 1,257 -2.33
2018-02-08 13F-HR First Allied Advisory Services, Inc. 2,244 2,263 0.85 355 351 -1.13
2018-01-17 13F-HR Asset Dedication, LLC 535 535 0.00 84 83 -1.19
2018-02-05 13F-HR BANK HAPOALIM BM 2,931 2,336 -20.30 458 361 -21.18
2018-01-18 13F-HR REGIONS FINANCIAL CORP 180 28
2018-02-14 13F-HR GOLDMAN SACHS GROUP INC 5,626 4,613 -18.01 880 712 -19.09
2018-02-09 13F-HR Transamerica Financial Advisors, Inc. 8 8 0.00 2 2 0.00
2018-02-14 13F-HR HSBC HOLDINGS PLC 1,698 1,698 0.00 265 262 -1.13
2018-02-13 13F-HR Kabarec Financial Advisors, Ltd. 125 19
2018-02-09 13F-HR SPINNAKER TRUST 17,989 16,839 -6.39 2,812 2,599 -7.57
2018-01-23 13F-HR DUNCKER STREETT & CO INC 100 100 0.00 16 15 -6.25
2018-02-14 13F-HR BANK OF AMERICA CORP /DE/ 124,013 81,947 -33.92 19,390 12,652 -34.75
2018-02-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Put 1,600 247
2018-02-12 13F-HR Raab & Moskowitz Asset Management LLC 3,328 3,540 6.37 501 546 8.98
2018-01-26 13F-HR David R. Rahn & Associates Inc. 11,463 0 -100.00 1,792 0 -100.00
2018-02-15 13F-HR Westside Investment Management, Inc. 55 55 0.00 8,734 8,584 -1.72
2018-02-12 13F-HR COMMERCE BANK 1,814 1,754 -3.31 284 271 -4.58
2018-02-14 13F-HR Asset Management Group, Inc. 6,250 6,282 0.51 977 970 -0.72
2017-10-31 13F-HR RAY GERALD L & ASSOCIATES LTD 2,589 3,669 41.71 402 574 42.79
2018-01-10 13F-HR Bogart Wealth, Llc 47 21 -55.32 7 3 -57.14
2018-02-09 13F-HR Valeo Financial Advisors, Llc 414 414 0.00 65 64 -1.54
2017-09-15 13F-HR/A-1 ASSETMARK, INC 16 16 0.00 2 2 0.00
2017-11-08 13F-HR D.A. DAVIDSON & CO. 38 0 -100.00 5 0 -100.00
2018-02-14 13F-HR Financial Partners Group, Inc 18,547 2,863
2018-02-09 13F-HR FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 3,286 3,323 1.13 514 513 -0.19
2018-02-15 13F-HR BB&T SECURITIES, LLC 9,018 9,371 3.91 1,410 1,446 2.55
2018-02-14 13F-HR INVESTMENT CENTERS OF AMERICA INC 3,919 0 -100.00 614 0 -100.00
2018-02-14 13F-HR UBS Group AG 21,012 16,400 -21.95 3,286 2,531 -22.98
2018-01-17 13F-HR Edge Wealth Management LLC 1,109 1,109 0.00 173 171 -1.16
2018-02-14 13F-HR Janney Montgomery Scott LLC 2,822 2,032 -27.99 441 314 -28.80
2018-02-14 13F-HR RAYMOND JAMES & ASSOCIATES 20,197 21,573 6.81 3,158 3,330 5.45
2018-02-06 13F-HR Migdal Insurance & Financial Holdings Ltd. 3,535 0 -100.00 552 0 -100.00
2018-02-07 13F-HR OPPENHEIMER & CO INC 2,151 2,174 1.07 336 336 0.00
2018-01-30 13F-HR ARKANSAS FINANCIAL GROUP, INC. 1,294 0 -100.00 202 0 -100.00
2018-02-02 13F-HR HUNTINGTON NATIONAL BANK 39 19 -51.28
2018-02-12 13F-HR BROWN ADVISORY INC 63,143 62,397 -1.18 9,873 9,633 -2.43
2018-02-09 13F-HR Stratos Wealth Partners, LTD. 1,433 1,433 0.00 224 221 -1.34
2018-02-07 13F-HR Wealthstreet Investment Advisors, Llc 3,689 570
2018-02-14 13F-HR Acorn Wealth Advisors, Llc 806 125
2018-01-17 13F-HR Creative Planning 2,227 2,251 1.08 348 347 -0.29
2018-02-14 13F-HR CREDIT SUISSE AG/ 38,844 0 -100.00 6,074 0 -100.00
2018-02-13 13F-HR CAHILL FINANCIAL ADVISORS INC 7,807 7,843 0.46 1,221 1,211 -0.82
2018-01-22 13F-HR Founders Capital Management 284 284 0.00 44 44 0.00
2018-02-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 5,500 3,500 -36.36 860 540 -37.21
2018-02-08 13F-HR Cetera Advisor Networks LLC 10,423 10,016 -3.90 1,628 1,547 -4.98
2018-02-06 13F-HR Fusion Family Wealth LLC 170 170 0.00 27 26 -3.70
2018-02-15 13F-HR JANE STREET GROUP, LLC 42,360 24,642 -41.83 6,623 3,804 -42.56

CUSIP: 464288836