Join this Featured Workgroup!
Elite Investors

This group is for elite investors and traders that are dedicated to participating in an active community that wants to learn from each other, share their research, and work together to do deep analysis of securities. The moderator of this group taught securities analysis at UCLA and is dedicated to helping other investors improve their abilities.

In this private group, membership is restricted and regular contributions are required. Any member not contributing on a regular basis will be removed to make room for a new member.

In your application messsage, please share your background and what you can contribute to the group.


SecurityIHE / iShares U.S. Pharmaceuticals ETF (464288836)
Institutional Owners93
Institutional Shares951,479
Institutional Value$ 148,066,000 USD

Institutional Stock Ownership and Shareholders()

IHE / iShares U.S. Pharmaceuticals ETF Institutional Ownership

iShares U.S. Pharmaceuticals ETF (NYSE:IHE) has 93 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 951,479 shares. Largest shareholders include Morgan Stanley, Brown Advisory Inc, MetLife Securities, Inc, Royal Bank Of Canada, Ameriprise Financial Inc, Bank Of America Corp /de/, Susquehanna International Group, Llp, Susquehanna International Group, Llp, Murphy Capital Management Inc, and Cornerstone Wealth Management, LLC.
iShares U.S. Pharmaceuticals ETF (NYSE:IHE) ownership structure 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.

File DateFormInvestor Opt Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2018-07-18 13F-HR Sawyer & Company, Inc 143 143 0.00 21 22 4.76
2018-08-13 13F-HR BB&T SECURITIES, LLC 9,953 10,165 2.13 1,468 1,538 4.77
2018-07-25 13F-HR Transamerica Financial Advisors, Inc. 6 5 -16.67 1 1 0.00
2018-08-13 13F-HR BOKF, NA 1,928 0 -100.00 284 0 -100.00
2018-07-31 13F-HR Bartlett & Co. LLC 30 30 0.00 4 5 25.00
2018-07-27 13F-HR Wealthstreet Investment Advisors, Llc 5,095 5,125 0.59 752 776 3.19
2018-08-13 13F-HR Westside Investment Management, Inc. 55 55 0.00 7,802 8,314 6.56
2018-08-13 13F-HR Pacific Sun Financial Corp 1,565 1,565 0.00 231 259 12.12
2018-08-03 13F-HR Financial Partners Group, Inc 14,275 14,142 -0.93 2,106 2,141 1.66
2018-08-13 13F-HR River Wealth Advisors LLC 80 12
2018-07-17 13F-HR Signature Wealth Management Group 311 311 0.00 46 47 2.17
2018-08-13 13F-HR Stratos Wealth Partners, LTD. 1,463 1,458 -0.34 216 221 2.31
2018-08-14 13F-HR SIGNATUREFD, LLC 50 50 0.00 7 8 14.29
2018-08-14 13F-HR Valeo Financial Advisors, Llc 414 414 0.00 61 68 11.48
2018-07-09 13F-HR Founders Capital Management 284 284 0.00 42 43 2.38
2018-08-14 13F-HR Capital Directions Investment Advisors, LLC 100 0 -100.00 15 0 -100.00
2018-07-25 13F-HR Pratt Collard Advisory Partners Llc 2,300 2,300 0.00 339 348 2.65
2018-08-03 13F-HR/A WESPAC Advisors SoCal, LLC 212 0 -100.00 31 0 -100.00
2018-08-13 13F-HR RAYMOND JAMES & ASSOCIATES 24,295 19,927 -17.98 3,584 3,016 -15.85
2018-08-07 13F-HR Karp Capital Management Corp 2,500 20,120 704.80 369 3,045 725.20
2018-08-07 13F-HR IFP Advisors, Inc 657 657 0.00 97 99 2.06
2018-08-10 13F-HR Cambridge Investment Research Advisors, Inc. 1,768 1,793 1.41 261 271 3.83
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Put 4,100 7,800 90.24 605 1,180 95.04
2018-07-18 13F-HR PATTEN & PATTEN INC/TN 8,060 7,835 -2.79 1,189 1,186 -0.25
2018-08-13 13F-HR IHT Wealth Management, LLC 539 0 -100.00 76 0 -100.00
2018-05-11 13F-HR HSBC HOLDINGS PLC 1,698 1,698 0.00 262 251 -4.20
2018-08-10 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50 50 0.00 7 8 14.29
2018-08-09 13F-HR KWMG, LLC 121 18
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 22,633 22,253 -1.68 3,511 3,480 -0.88
2018-08-14 13F-HR ROYAL BANK OF CANADA 52,591 44,770 -14.87 7,758 6,777 -12.65
2018-08-15 13F-HR JANE STREET GROUP, LLC 1,945 0 -100.00 287 0 -100.00
2018-07-27 13F-HR Advisory Services Network, LLC 314 314 0.00 46 50 8.70
2018-08-03 13F-HR Financial Architects, Inc 380 380 0.00 56 58 3.57
2018-08-09 13F-HR Kabarec Financial Advisors, Ltd. 144 143 -0.69 21 22 4.76
2018-08-14 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 528 386 -26.89 78 58 -25.64
2018-08-14 13F-HR EDMOND DE ROTHSCHILD HOLDING S.A. 100 100 0.00 15 15 0.00
2018-08-14 13F-HR AMERIPRISE FINANCIAL INC 39,720 40,697 2.46 5,833 6,160 5.61
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 3,891 3,891 0.00 574 574 0.00
2018-08-13 13F-HR FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 3,323 3,423 3.01 490 518 5.71
2018-08-14 13F-HR Centaurus Financial, Inc. 106 16
2018-08-14 13F-HR Asset Management Group, Inc. 6,305 6,305 0.00 930 954 2.58
2018-07-20 13F-HR Pinnacle Advisory Group, Inc. 3,526 3,432 -2.67 520 519 -0.19
2018-08-15 13F-HR HPM Partners LLC 3,436 3,038 -11.58 507 460 -9.27
2017-01-13 13F-HR MetLife Securities, Inc 46,207 46,721 1.11 6,905 6,607 -4.32
2018-08-14 13F-HR/A CITADEL ADVISORS LLC 6,703 0 -100.00 989 0 -100.00
2018-08-13 13F-HR Global Retirement Partners, Llc 131 131 0.00 19 20 5.26
2018-08-07 13F-HR SG Americas Securities, LLC 5,166 2,975 -42.41 762 450 -40.94
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 26,308 25,411 -3.41 3,881 3,846 -0.90
2018-08-10 13F-HR ENVESTNET ASSET MANAGEMENT INC 10,012 9,844 -1.68 1,450 1,490 2.76
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 7,100 29,900 321.13 1,048 4,525 331.77
2018-07-30 13F-HR Raymond James Financial Services Advisors, Inc. 7,093 6,766 -4.61 1,047 1,024 -2.20
2018-08-02 13F-HR Sigma Planning Corp 4,391 4,235 -3.55 648 641 -1.08
2018-08-10 13F-HR OPPENHEIMER & CO INC 2,174 2,151 -1.06 321 326 1.56
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 66,568 38,201 -42.61 9,821 5,782 -41.13
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 466 419 -10.09 69 63 -8.70
2018-08-07 13F-HR Essex Financial Services, Inc. 1,400 0 -100.00 207 0 -100.00
2018-07-23 13F-HR DUNCKER STREETT & CO INC 100 100 0.00 15 15 0.00
2018-08-10 13F-HR CITIGROUP INC 335 335 0.00 49 51 4.08
2018-08-14 13F-HR Raab & Moskowitz Asset Management LLC 3,557 3,480 -2.16 524 526 0.38
2018-08-14 13F-HR CAHILL FINANCIAL ADVISORS INC 7,100 7,079 -0.30 1,048 1,072 2.29
2018-08-08 13F-HR First Allied Advisory Services, Inc. 2,147 2,126 -0.98 319 325 1.88
2018-08-13 13F-HR MML INVESTORS SERVICES, LLC 2,883 1,515 -47.45 425 229 -46.12
2018-08-13 13F-HR Asset Dedication, LLC 535 0 -100.00 79 0 -100.00
2018-08-14 13F-HR LPL Financial LLC 23,344 20,546 -11.99 3,444 3,110 -9.70
2018-08-14 13F-HR Jacobi Capital Management LLC 110 110 0.00 16 17 6.25
2018-04-16 13F-HR SII INVESTMENTS INC/WI 7,676 0 -100.00 1,178 0 -100.00
2018-07-19 13F-HR Goss Wealth Management LLC 1,987 300
2018-07-23 13F-HR TOTH FINANCIAL ADVISORY CORP 1,530 1,505 -1.63 226 228 0.88
2018-08-10 13F-HR BROWN ADVISORY INC 61,217 61,197 -0.03 9,032 9,263 2.56
2018-08-10 13F-HR Cutler Group LP 0 100 0 15
2018-07-26 13F-HR REGIONS FINANCIAL CORP 180 180 0.00 27 27 0.00
2018-07-13 13F-HR BANK OF MONTREAL /CAN/ 2,860 2,427 -15.14 422 367 -13.03
2018-07-17 13F-HR Edge Wealth Management LLC 1,109 1,109 0.00 164 168 2.44
2018-08-14 13F-HR Tower Research Capital LLC (TRC) 0 3,445 0 521
2018-08-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-08-13 13F-HR Advisor Group, Inc. 1,997 1,580 -20.88 295 239 -18.98
2018-07-20 13F-HR Cornerstone Wealth Management, LLC 25,664 169
2018-08-14 13F-HR GOLDMAN SACHS GROUP INC 4,613 4,613 0.00 681 698 2.50
2018-07-24 13F-HR BANK HAPOALIM BM 2,238 1,758 -21.45 330 266 -19.39
2018-07-24 13F-HR Janney Montgomery Scott LLC 1,641 1,557 -5.12 242 236 -2.48
2018-08-14 13F-HR TWO SIGMA SECURITIES, LLC 1,636 0 -100.00 241 0 -100.00
2018-08-08 13F-HR CIBC World Markets Inc. 1,550 0 -100.00 229 0 -100.00
2018-08-14 13F-HR UBS Group AG 32,107 13,344 -58.44 4,737 2,020 -57.36
2018-08-08 13F-HR Estate Counselors, LLC 2,300 0 -100.00 339 0 -100.00
2018-07-20 13F-HR MCF Advisors LLC 14 0 -100.00 2 0 -100.00
2018-08-03 13F-HR AlphaMark Advisors, LLC 50 50 0.00 7 8 14.29
2018-07-20 13F-HR Creative Planning 1,843 1,671 -9.33 272 253 -6.99
2018-08-08 13F-HR COMMERCE BANK 1,754 1,544 -11.97 259 234 -9.65
2018-08-08 13F-HR US BANCORP \DE\ 669 769 14.95 99 116 17.17
2018-08-10 13F-HR Acorn Wealth Advisors, Llc 765 250 -67.32 112 38 -66.07
2018-08-03 13F-HR Family Firm, Inc. 2,415 1,866 -22.73 356 282 -20.79
2018-08-14 13F-HR Aft, Forsyth & Company, Inc. 1,387 0 -100.00 205 0 -100.00
2018-08-07 13F-HR Clear Perspective Advisors, LLC 350 0 -100.00 52 0 -100.00
2018-07-30 13F-HR SIMPLEX TRADING, LLC 683 103
2018-08-14 13F-HR JP Morgan Chase & Co 7,695 7,410 -3.70 1,135 1,122 -1.15
2018-08-10 13F-HR HSBC HOLDINGS PLC 1,698 1,698 0.00 251 257 2.39
2018-07-31 13F-HR RAY GERALD L & ASSOCIATES LTD 3,669 0 -100.00 574 0 -100.00
2018-05-23 13F-HR Bdo Wealth Advisors, Llc 0 140 0 21
2018-07-18 13F-HR Bedel Financial Consulting, Inc. 425 425 0.00 63 64 1.59
2018-08-03 13F-HR Fusion Family Wealth LLC 170 170 0.00 25 26 4.00
2018-08-07 13F-HR Texas Yale Capital Corp. 4,810 4,810 0.00 710 728 2.54
2017-08-07 13F-HR ROBERTSON STEPHENS ADVISORS LLC 1,367 1,367 0.00 206 212 2.91
2018-08-02 13F-HR SPINNAKER TRUST 16,397 13,814 -15.75 2,419 2,090 -13.60
2018-05-11 13F-HR CITIGROUP INC 835 335 -59.88 129 49 -62.02
2018-08-14 13F-HR Cetera Advisor Networks LLC 9,687 9,851 1.69 1,429 1,489 4.20
2018-08-13 13F-HR Matthew Goff Investment Advisor, LLC 5,782 678
2018-08-14 13F-HR STIFEL FINANCIAL CORP 7,949 7,673 -3.47 1,173 1,162 -0.94
2018-07-26 13F-HR MURPHY CAPITAL MANAGEMENT INC 27,665 27,167 -1.80 4,081 4,112 0.76
2018-08-14 13F-HR FIFTH THIRD BANCORP 140 140 0.00 21 21 0.00
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 20,910 19,565 -6.43 3,085 2,961 -4.02
2018-08-13 13F-HR/A Koshinski Asset Management, Inc. 3,727 3,411 -8.48 550 516 -6.18
2018-08-14 13F-HR MORGAN STANLEY 281,591 295,105 4.80 41,546 44,667 7.51
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,977 35,605 87.62 2,800 5,388 92.43

Related Articles

REPH: Recro Pharma Analysis and Research Report

2018-08-20 - Asif

Overview Recro Pharma is a specialty pharmaceutical company that operates through two business divisions: an Acute Care division and a revenue-generating CDMO division. Each of these divisions are deemed to be reportable segments for financial reporting purposes. The company's Acute Care segment is primarily focused on developing and commercializing innovative products for hospital and related acute care settings. The company's lead product candidate is a proprietary injectable form of meloxicam, a long-acting preferential COX-2 inhibitor. IV meloxicam has successfully completed three Phase III clinical trials for the management of moderate to severe pain, consisting of two pivotal efficacy trials and a large double-blind Phase III safety trial, as well as other safety studies. Overall, the total new drug application, or NDA, program included over 1,400 patients. In late July 2017, the company submitted a NDA to the U.S. Food and Drug Administration, or FDA, for IV meloxicam...

ACHN: Achillion Pharmaceuticals Analysis and Research Report

2018-08-20 - Asif

Overview Achillion Pharmaceuticals is a clinical-stage biopharmaceutical company focused on advancing its oral factor D inhibitors into late-stage development and commercialization. Each of the drug candidates in its oral factor D portfolio was discovered in its laboratories and is wholly owned by it. Achillion Pharmaceuticals is focusing its drug development activities on alternative pathway-mediated, rare diseases where there are no approved therapies or where existing therapies are inadequate for patients. To advance its investigational drugs into phase III and commercialization, the company plan to work closely with key stakeholders including patients, payors, regulators and healthcare professionals. The company's first-generation factor D inhibitor, ACH-4471, has demonstrated preliminary clinical proof-of-concept in patients with C3 glomerulopathy, or C3G, a disease affecting the kidney, and paroxysmal nocturnal hemoglobinuria, or PNH, a blood disorder, and has advanced...

BTE: Baytex Energy Trust Analysis and Research Report

2018-08-20 - Asif

General Baytex Energy Corp. was incorporated on October 22, 2010 pursuant to the provisions of the ABCA. Baytex is the successor to the business of Baytex Energy Trust, which was transitioned to Baytex on December 31, 2010. Inter-Corporate Relationships The following table provides the name, the percentage of voting securities owned by it and the jurisdiction of incorporation, continuance, formation or organization of its material subsidiaries either, direct and indirect, as at the date hereof. ||Percentage of voting securities (directly or indirectly)|Jurisdiction of Incorporation/Formation| | ------------ | ------------: | :------------: | |Baytex Energy Ltd.|100%|Alberta| |Baytex Energy USA, Inc.|100%|Delaware| |Baytex Energy Partnership|100%|Alberta| Organizational Structure The following simplified diagram shows the inter-corporate relationships among it and its material subsidiaries as of the date hereof. <img src="https://www.sec.gov/A...

Related News Stories

Q2 Earnings Drive Pharma ETFs Higher

2018-08-07 zacks
Total earnings for 83.5% of the total healthcare market capitalization are up 13.7% on revenue growth of 7.8%. The growth rates seem unimpressive when compared with some of the other sectors. Earnings and revenue beat ratios of 91.9% and 83.8%, respectively, are also not great either. Among the most notable players, Johnson & Johnson (JNJ - Free Report) was the first major drug company to report earnings on Jul 17, followed by Eli Lilly and Company (LLY - Free Report) and Bristol-Myers Squibb Company (BMY - Free Report) on Jul 24 and Jul 26, respectively. (14-0)

Healthcare ETFs in Focus Following JNJ Q2 Results

2018-07-18 zacks
The Q2 earnings season has commenced and Johnson & Johnson (JNJ - Free Report) was the first drug company to report on Jul 17, before the opening bell. The world's biggest maker of health care products continued its long streak of earnings beat and outpaced the estimate on the revenue front. However, it trimmed its outlook for 2018. Earnings per share came in at $2.10, four cents ahead of the Zacks Consensus Estimate and 14. (13-0)

Q1 Earnings Drag Pharma ETFs Down

2018-05-04 zacks
Total earnings for 83.1% of the total healthcare market capitalization are up 14.7% on revenue growth of 8.1%. The growth rates seem unimpressive when compared with some of the other sectors. Earnings and revenue beat ratios of 88.9% and 75%, respectively, are also not great either. Among the most notable players, Johnson & Johnson (JNJ - Free Report) was the first major drug company to report earnings on Apr 17, followed by Eli Lilly and Company (LLY - Free Report) and Bristol-Myers Squibb Company (BMY - Free Report) on Apr 24 and Apr 26, respectively. (11-0)

Is SPDR S&P Pharmaceuticals ETF (XPH) a Hot ETF Right Now?

2018-04-24 zacks
A smart beta exchange traded fund, the SPDR S&P Pharmaceuticals ETF (XPH - Free Report) debuted on 06/19/2006, and offers broad exposure to the Health Care ETFs category of the U.S. equity market. (128-0)

Should You Invest in the VanEck Vectors Pharmaceutical ETF (PPH)?

2018-04-24 zacks
If you're interested in broad exposure to the Healthcare - Pharma segment of the U.S. equity market, look no further than the VanEck Vectors Pharmaceutical ETF (PPH - Free Report) , a passively managed exchange traded fund launched on 12/20/2011. (102-0)

Silicon Investor Message Boards

This table lists all message boards related to IHE / iShares U.S. Pharmaceuticals ETF on message board site Silicon Investor.

PHGI -Perihelion Global, Inc. PHGI -Perihelion Global, Inc. PHGI -Perihelion Global, Inc. Perihelion Canada Perihelion Canada Perihelion Canada
CUSIP: 464288836