Who Owns ISHARES TR (IHE)? -- Institutional Holders (2026-06-30)

231 institutions reported holding $732.0M of ISHARES TR (IHE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fisher Asset Management, LLC ($270.6M), BANK OF AMERICA CORP /DE/ ($85.4M), JPMORGAN CHASE & CO ($55.5M), MORGAN STANLEY ($45.3M), LPL Financial LLC ($22.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Fisher Asset Management, LLC$270.6M2.7MTrimmed
2BANK OF AMERICA CORP /DE/$85.4M862,713Added
3JPMORGAN CHASE & CO$55.5M553,812Added
4MORGAN STANLEY$45.3M457,623Trimmed
5LPL Financial LLC$22.9M230,925Added
6TD Asset Management Inc$19.1M192,500New
7Mirae Asset Global Investments Co., Ltd.$18.8M190,000New
8GOLDMAN SACHS GROUP INC$18.4M185,841Added
9Royal Bank of Canada$13.4M135,148Added
10Insight Wealth Strategies, LLC$12.1M122,642Added
11UBS Group AG$10.9M110,100Added
12WELLS FARGO & COMPANY/MN$7.5M75,451Added
13BROWN ADVISORY INC$7.5M75,432Hold
14RAYMOND JAMES FINANCIAL INC$7.1M71,836Added
15Monument Capital Management$6.0M60,787New
16BNP PARIBAS FINANCIAL MARKETS$5.2M52,491Trimmed
17Concurrent Investment Advisors, LLC$5.2M52,448Trimmed
18Concord Investment Counsel Inc.$4.9M49,456Added
19Accurate Wealth Management, LLC$4.8M47,786New
20MILLENNIUM MANAGEMENT LLC$4.5M45,000New
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.3M43,401Trimmed
22AMERIPRISE FINANCIAL INC$4.1M41,731Trimmed
23Tidal Investments LLC$3.7M37,534New
24FFG Partners, LLC$3.5M35,599Added
25Beacon Pointe Advisors, LLC$3.5M35,469Trimmed

Source: SEC Form 13F filings · as of 2026-06-30