Who owns iShares Dow Jones US Pharm Indx?
- Ticker: IHE
- CUSIP Number: 464288836
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Pharm Indx with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of iShares Dow Jones US Pharm Indx stock
Who bought or sold iShares Dow Jones US Pharm Indx this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Fisher Investments | 3.5M | $240M | 193% | Mar 2024 |
|
| Morgan Stanley | 352k | $25M | 530% | Mar 2024 |
|
| Bank of America Corporation | 166k | $11M | 147% | Mar 2024 |
|
| Accurate Wealth Management | 117k | $7.4M | 100% | Mar 2024 |
|
| Royal Bank of Canada | 110k | $7.5M | 176% | Mar 2024 |
|
| Brown Advisory Holdings Incorporated | 97k | $6.6M | 200% | Mar 2024 |
|
| Virtue Capital Management | 78k | $5.0M | 100% | Mar 2024 |
|
| LPL Financial | 67k | $4.5M | 176% | Mar 2024 |
|
| Wells Fargo & Company | 63k | $4.3M | 188% | Mar 2024 |
|
| Concord Investment Counsel | 57k | $3.9M | 100% | Mar 2024 |
|
| Raymond James & Associates | 53k | $3.6M | 21% | Mar 2024 |
|
| Susquehanna International | 51k | $3.4M | 126% | Mar 2024 |
|
| Peapack Gladstone Financial Corp | 44k | $3.0M | 184% | Mar 2024 |
|
| Citadel Advisors | 43k | $2.9M | 46% | Mar 2024 |
|
| Southern Capital Advisors | 39k | $2.6M | 100% | Mar 2024 |
|
| UBS Group | 38k | $2.6M | 166% | Mar 2024 |
|
| Commonwealth Equity Services | 36k | $2.4M | 188% | Mar 2024 |
|
| Merit Financial Group | 31k | $2.0M | 100% | Mar 2024 |
|
| One Capital Management | 27k | $1.8M | 195% | Mar 2024 |
|
| Mariner Wealth Advisors | 27k | $1.8M | 186% | Mar 2024 |
|
| Kraft, Davis & Associates | 24k | $1.6M | 117% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 24k | $1.6M | 356% | Mar 2024 |
|
| Ohe Financial | 21k | $1.4M | 201% | Mar 2024 |
|
| Patten & Patten | 17k | $1.1M | 195% | Mar 2024 |
|
| Spinnaker Trust | 17k | $1.1M | 181% | Mar 2024 |
|
| Advisor Group Holdings | 16k | $1.1M | 237% | Mar 2024 |
|
| Massachusetts Wealth Management | 15k | $1.0M | 197% | Mar 2024 |
|
| Goldman Sachs Group | 14k | $962k | 5% | Mar 2024 |
|
| Envestnet Asset Management | 14k | $954k | -78% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 14k | $943k | -15% | Mar 2024 |
|
| Integrated Wealth Concepts | 14k | $938k | 205% | Mar 2024 |
|
| Yale Capital Corp. | 13k | $912k | 179% | Mar 2024 |
|
| Janney Montgomery Scott | 13k | $848k | 3% | Mar 2024 |
|
| Bank Of Montreal | 12k | $821k | 121% | Mar 2024 |
|
| GSA Capital Partners | 12k | $794k | 398% | Mar 2024 |
|
| Jpmorgan Chase & Co | 11k | $773k | 181% | Mar 2024 |
|
| Institute For Wealth Management | 11k | $734k | 197% | Mar 2024 |
|
| Orion Portfolio Solutions | 10k | $702k | 183% | Mar 2024 |
|
| TD Waterhouse Canada | 10k | $817k | 204% | Mar 2024 |
|
| FMR | 10k | $688k | 589% | Mar 2024 |
|
| Family Firm | 9.9k | $674k | 188% | Mar 2024 |
|
| First Financial Bank, N.A. - Trust Division | 7.9k | $1.5M | 100% | Dec 2023 |
|
| Branch Banking & Trust Company | 7.3k | $496k | 55% | Mar 2024 |
|
| Redhawk Wealth Advisors | 7.0k | $478k | 100% | Mar 2024 |
|
| Oppenheimer & Co | 6.8k | $461k | 209% | Mar 2024 |
|
| Creative Planning | 6.4k | $436k | 235% | Mar 2024 |
|
| Tower Research Capital | 6.4k | $436k | 242% | Mar 2024 |
|
| Beacon Pointe Advisors | 6.2k | $1.1M | -10% | Dec 2023 |
|
| HighTower Advisors | 5.7k | $386k | 193% | Mar 2024 |
|
| Private Advisor | 5.6k | $380k | 311% | Mar 2024 |
|
| Ameriprise Financial | 5.3k | $360k | 113% | Mar 2024 |
|
| Captrust Financial Advisors | 5.1k | $347k | 164% | Mar 2024 |
|
| Jane Street | 5.1k | $346k | 100% | Mar 2024 |
|
| Pinnacle Family Advisors | 5.0k | $338k | 100% | Mar 2024 |
|
| Warren Averett Asset Management | 4.4k | $297k | 100% | Mar 2024 |
|
| Goss Wealth Management | 4.2k | $282k | 1203% | Mar 2024 |
|
| Advisory Services Network | 4.1k | $282k | 208% | Mar 2024 |
|
| Northeast Financial Consultants | 4.1k | $281k | 200% | Mar 2024 |
|
| Essex Financial Services | 4.1k | $278k | 200% | Mar 2024 |
|
| Guardian Asset Advisors | 4.0k | $269k | 213% | Mar 2024 |
|
| Wealthcare Advisory Partners | 3.9k | $265k | 100% | Mar 2024 |
|
| Capital Investment Advisors | 3.8k | $258k | 200% | Mar 2024 |
|
| CX Institutional | 3.7k | $255k | 169% | Mar 2024 |
|
| Matthew Goff Investment Advisor | 3.6k | $245k | 200% | Mar 2024 |
|
| U.S. Capital Wealth Advisors | 3.6k | $244k | 153% | Mar 2024 |
|
| Mercer Global Advisors | 3.6k | $242k | 100% | Mar 2024 |
|
| Aft, Forsyth and Company | 3.5k | $238k | 201% | Mar 2024 |
|
| Stratos Wealth Advisors | 3.5k | $235k | 100% | Mar 2024 |
|
| Apexium Financial | 3.4k | $234k | 200% | Mar 2024 |
|
| Transcend Wealth Collective | 3.4k | $229k | 200% | Mar 2024 |
|
| V2 Financial group | 3.3k | $224k | 200% | Mar 2024 |
|
| Atria Wealth Solutions | 3.2k | $214k | -7% | Mar 2024 |
|
| Flow Traders US | 3.1k | $209k | 100% | Mar 2024 |
|
| Manchester Capital Management | 3.0k | $204k | 200% | Mar 2024 |
|
| Principal Securities | 2.3k | $153k | 233% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 2.2k | $151k | 203% | Mar 2024 |
|
| Spire Wealth Management | 2.2k | $149k | 543% | Mar 2024 |
|
| Raab & Moskowitz Asset Management | 1.7k | $324k | 14% | Dec 2023 |
|
| Mine & Arao Wealth Creation & Management | 1.7k | $116k | 201% | Mar 2024 |
|
| Federation des caisses Desjardins du Quebec | 1.7k | $116k | 100% | Mar 2024 |
|
| Kestra Advisory Services | 1.6k | $294k | 2% | Dec 2023 |
|
| Y.D. More Investments | 1.5k | $105k | 200% | Mar 2024 |
|
| Hanson McClain Advisors | 1.5k | $104k | 200% | Mar 2024 |
|
| Brian McDonald | 1.5k | $99k | 124% | Mar 2024 |
|
| Bruce G. Allen Investments | 1.4k | $93k | 9% | Mar 2024 |
|
| Strategic Financial | 1.3k | $238k | 0% | Dec 2023 |
|
| Fifth Third Bancorp | 1.3k | $86k | 2444% | Mar 2024 |
|
| Coastal Investment Advisors | 1.1k | $78k | 100% | Mar 2024 |
|
| Axxcess Wealth Management | 1.1k | $207k | 100% | Dec 2023 |
|
| Essex Savings Bank | 1.1k | $204k | 0% | Mar 2024 |
|
| Pnc Financial Services | 1.1k | $72k | 145% | Mar 2024 |
|
| Farther Finance Advisors | 955.00 | $64k | 2174% | Mar 2024 |
|
| Hallmark Capital Management | 900.00 | $61k | 200% | Mar 2024 |
|
| Cassady Schiller Wealth Management | 900.00 | $61k | 200% | Mar 2024 |
|
| Capital Analysts | 825.00 | $56k | -23% | Mar 2024 |
|
| Geneos Wealth Management | 798.00 | $54k | 275% | Mar 2024 |
|
| Jackson Hole Capital Partners | 750.00 | $51k | 200% | Mar 2024 |
|
| First Manhattan | 720.00 | $49k | 200% | Mar 2024 |
|
| Brown Brothers Harriman & Co. | 675.00 | $46k | 200% | Mar 2024 |
|
| Franklin Resources | 648.00 | $44k | 200% | Mar 2024 |
|
| Us Bancorp | 642.00 | $44k | 410% | Mar 2024 |
|
| Trust Co Of Vermont | 609.00 | $41k | 200% | Mar 2024 |
|
| Founders Financial Alliance | 600.00 | $41k | 100% | Mar 2024 |
|
| Proequities | 543.00 | $37M | 331% | Mar 2024 |
|
| Piscataqua Savings Bank | 498.00 | $34k | 200% | Mar 2024 |
|
| HHM Wealth Advisors | 450.00 | $31k | 200% | Mar 2024 |
|
| Global Retirement Partners | 410.00 | $28k | 454% | Mar 2024 |
|
| CWM | 396.00 | $27k | 200% | Mar 2024 |
|
| Nbc Securities | 339.00 | $23k | 190% | Mar 2024 |
|
| Sandy Spring Bank | 318.00 | $22k | 200% | Mar 2024 |
|
| WealthTrust DunckerStreett | 300.00 | $20k | 200% | Mar 2024 |
|
| Citigroup | 300.00 | $20k | 200% | Mar 2024 |
|
| DT Investment Partners | 300.00 | $20k | 200% | Mar 2024 |
|
| Creative Financial Designs | 256.00 | $17k | 201% | Mar 2024 |
|
| Oak Harbor Wealth Partners | 210.00 | $14k | 200% | Mar 2024 |
|
| Islay Capital Management | 210.00 | $39k | 0% | Dec 2023 |
|
| National Bank Of Canada /fi/ | 187.00 | $35k | 274% | Dec 2023 |
|
| Qube Research & Technologies | 185.00 | $13k | -74% | Mar 2024 |
|
| Steward Partners Investment Advisory | 162.00 | $11k | 200% | Mar 2024 |
|
| AlphaMark Advisors | 150.00 | $10k | 200% | Mar 2024 |
|
| Running Point Capital Advisors | 135.00 | $9.2k | 100% | Mar 2024 |
|
| Huntington National Bank | 112.00 | $7.6k | 11100% | Mar 2024 |
|
| Harbour Investments | 106.00 | $20k | 0% | Dec 2023 |
|
| Armstrong Advisory Group | 104.00 | $19k | 0% | Mar 2024 |
|
| IFP Advisors | 95.00 | $18k | 0% | Dec 2023 |
|
| Bartlett & Co. Wealth Management | 90.00 | $6.1k | 200% | Mar 2024 |
|
| Continuum Advisory | 87.00 | $5.7k | 100% | Mar 2024 |
|
| SOA Wealth Advisors | 84.00 | $5.7k | 200% | Mar 2024 |
|
| Baystate Wealth Management | 67.00 | $12k | 100% | Dec 2023 |
|
| Addison Advisors | 63.00 | $4.3k | 100% | Mar 2024 |
|
| Signature | 60.00 | $4.1k | 650% | Mar 2024 |
|
| Bessemer | 55.00 | $10k | 0% | Dec 2023 |
|
| EPG Wealth Management | 35.00 | $7.0k | 0% | Dec 2023 |
|
| Bartlett & Co. | 30.00 | $6.0k | 0% | Dec 2023 |
|
| North Star Investment Management | 22.00 | $1.5k | 214% | Mar 2024 |
|
| Frazier Financial Advisors | 15.00 | $1.0k | 100% | Mar 2024 |
|
| Retirement Group | 12.00 | $815.000400 | 200% | Mar 2024 |
|
| YHB Investment Advisors | 9.00 | $611.000100 | 100% | Mar 2024 |
|
Who sold out of iShares Dow Jones US Pharm Indx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| RiverFront Investment Group | Dec 2023 | 38k | $7.0M |
| Chevy Chase Trust Holdings | Dec 2023 | 10k | $1.9M |
| Welch Group | Dec 2023 | 3.5k | $657k |
| Sound View Wealth Advisors Group | Dec 2023 | 2.7k | $505k |
| Stifel Financial | Dec 2023 | 2.7k | $505k |
| RMB Capital Management | Sep 2023 | 1.5k | $269k |
| Rock Point Advisors | Dec 2023 | 1.2k | $225k |
| Steel Peak Wealth Management | Dec 2023 | 1.2k | $218k |
| Angeles Wealth Management | Sep 2023 | 650.00 | $115k |
| Cutler | Dec 2023 | 317.00 | $56k |
| AlphaCore Capital | Sep 2023 | 300.00 | $53k |
| Valley National Advisers | Dec 2023 | 120.00 | $22k |
| Simplex Trading | Dec 2023 | 54.00 | $10k |