Home › IHE

Who holds IHE

ISHARES TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Fisher Asset Management, LLC2.7M$270.6M0.1%
BANK OF AMERICA CORP /DE/862.7K$85.4M0.0%
JPMORGAN CHASE & CO553.8K$55.5M0.0%
MORGAN STANLEY457.6K$45.3M0.0%
LPL Financial LLC230.9K$22.9M0.0%
TD ASSET MANAGEMENT INC192.5K$19.1M0.0%
GOLDMAN SACHS GROUP INC185.8K$18.4M0.0%
ROYAL BANK OF CANADA135.1K$13.4M0.0%
Insight Wealth Strategies, LLC122.6K$12.1M1.2%
UBS Group AG110.1K$10.9M0.0%
WELLS FARGO & COMPANY/MN75.5K$7.5M0.0%
BROWN ADVISORY INC75.4K$7.5M0.0%
RAYMOND JAMES FINANCIAL INC71.8K$7.1M0.0%
Monument Capital Management60.8K$6.0M1.2%
BNP PARIBAS FINANCIAL MARKETS52.5K$5.2M0.0%
Concurrent Investment Advisors, LLC52.4K$5.2M0.0%
Concord Investment Counsel Inc.49.5K$4.9M1.3%
Accurate Wealth Management, LLC47.8K$4.8M0.5%
GFS Advisors, LLC270$4.7M0.5%
MILLENNIUM MANAGEMENT LLC · CALL option45.0K$4.5M0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP43.4K$4.3M0.0%
AMERIPRISE FINANCIAL INC41.7K$4.1M0.0%
Tidal Investments LLC37.5K$3.7M0.0%
FFG Partners, LLC35.6K$3.5M1.0%
Beacon Pointe Advisors, LLC35.5K$3.5M0.0%
Merit Financial Group, LLC31.2K$3.1M0.0%
PEAPACK GLADSTONE FINANCIAL CORP30.3K$3.0M0.0%
CITADEL ADVISORS LLC26.0K$2.6M0.0%
COMMONWEALTH EQUITY SERVICES, LLC25.9K$2.6M0.0%
PATTEN & PATTEN INC/TN24.8K$2.5M0.1%
Mariner, LLC24.8K$2.5M0.0%
ARKANSAS FINANCIAL GROUP, INC.23.5K$2.3M0.3%
Tower Research Capital LLC (TRC)22.5K$2.2M0.1%
Wagner Wealth Management, Corp20.9K$2.1M1.7%
CAHILL FINANCIAL ADVISORS INC20.4K$2.0M0.2%
FMR LLC20.2K$2.0M0.0%
Cetera Investment Advisers19.6K$1.9M0.0%
D.A. DAVIDSON & CO.19.0K$1.9M0.0%
JONES FINANCIAL COMPANIES LLLP18.6K$1.8M0.0%
LEE JOHNSON CAPITAL MANAGEMENT, LLC17.7K$1.8M0.5%
SPINNAKER TRUST15.8K$1.6M0.1%
Massachusetts Wealth Management14.6K$1.4M0.6%
Asset Management Group, Inc.13.0K$1.3M0.2%
STRATEGY ASSET MANAGERS LLC12.2K$1.2M0.2%
Brendel Financial Advisors LLC12.0K$1.2M0.5%
One Capital Management, LLC13.2K$1.1M0.0%
Texas Yale Capital Corp.11.5K$1.1M0.0%
Institute for Wealth Management, LLC.11.3K$1.1M0.1%
Arax Advisory Partners10.1K$996,8020.0%
Schuylkill Financial LLC10.0K$991,9310.9%
HIGHLAND CAPITAL MANAGEMENT, LLC10.0K$990,1000.0%
TRUIST FINANCIAL CORP9.7K$962,4680.0%
OSAIC HOLDINGS, INC.9.7K$958,1540.0%
SeaBridge Investment Advisors LLC9.3K$924,8530.1%
Creative Planning9.3K$917,0080.0%
MML INVESTORS SERVICES, LLC9.2K$911,9540.0%
AXXCESS WEALTH MANAGEMENT, LLC9.1K$900,2630.0%
Summit Global Investments8.8K$873,0000.0%
STIFEL FINANCIAL CORP8.5K$842,5770.0%
CIBC WORLD MARKET INC.8.2K$816,8330.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}