ISHARES TR (IHE) is held by 69 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Fisher Asset Management, LLC as of Q1 2026.

Are institutions buying or selling IHE?

In Q1 2026, 41 institutions opened or increased positions in ISHARES TR while 21 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IHE?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold IHE?

69 institutional investors report holding ISHARES TR (IHE) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into IHE?

As of Q1 2026, tracked institutions in ISHARES TR show 41 buyers versus 21 sellers — net inflows.

ISHARES TR

IHE·464288836·US·ETF·Unknown - Unknown

Holders

Avg rating(23 Elite)

$486.3M

Total Value

66% (72)

Fund Consensus

41 buying - 21 selling

No verdict yet — fewer than 2 funds hold IHE.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Fisher Asset Management, LLC	Decreased	2.8M(-2.1%)	$239.9M	0.1%	+58.04%	0
MORGAN STANLEY	Increased	480,268(+1.6%)	$41.6M	0.0%	+29.88%	30
BANK OF AMERICA CORP /DE/	Increased	456,606(+2.8%)	$39.6M	0.0%	+25.18%	30
JPMORGAN CHASE & CO	Increased	375,746(+76.6%)	$31.6M	0.0%	+23.86%	44
Aptus Capital Advisors, LLC	Increased	286,543(+3255x)	$24.8M	0.2%	+12.06%	55
LPL Financial LLC	Increased	170,188(+23.6%)	$14.8M	0.0%	+40.48%	34
ROYAL BANK OF CANADA	Decreased	116,293(-25.9%)	$10.1M	0.0%	+40.60%	0
Cetera Investment Advisers	Increased	109,471(+675.4%)	$9.5M	0.0%	+15.80%	45
GOLDMAN SACHS GROUP INC	Decreased	79,908(-3.6%)	$6.9M	0.0%	+55.46%	0
BROWN ADVISORY INC	Unchanged	75,432	$6.5M	0.0%	+74.62%	0
WELLS FARGO & COMPANY/MN	Increased	69,932(+37.4%)	$6.1M	0.0%	+36.48%	36
RAYMOND JAMES FINANCIAL INC	Increased	66,738(+19.0%)	$5.8M	0.0%	+46.42%	32
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	60,401(+2128.8%)	$5.2M	0.0%	+13.31%	44
BNP PARIBAS FINANCIAL MARKETS	Decreased	53,289(-48.3%)	$4.6M	0.0%	+53.69%	0
AMERIPRISE FINANCIAL INC	Increased	46,842(+83.3%)	$4.1M	0.0%	+31.84%	41
UBS Group AG	Increased	39,680(+2.2%)	$3.4M	0.0%	+52.92%	27
OSAIC HOLDINGS, INC.	Decreased	37,482(-12.2%)	$3.2M	0.0%	+24.53%	0
Beacon Pointe Advisors, LLC	Increased	36,666(+37.7%)	$3.2M	0.0%	+32.45%	35
MFMerit Financial Group, LLC	Unchanged	31,323	$2.7M	0.0%	+53.99%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	26,704(+0.7%)	$2.3M	0.0%	+67.04%	26