ISHARES TR

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IHE·464288836·US·ETF

IHE (ISHARES TR) is held by 73 institutional investors as of Q2 2026. Largest holders: Fisher Asset Management, LLC ($270.6M), BANK OF AMERICA CORP /DE/ ($85.4M), JPMORGAN CHASE & CO ($55.5M). Net institutional sentiment: Mixed.

73

Holders

(11 Elite)

$639.3M

Total Value

57% (70)

Consensus

40 buying - 30 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)53

Insider (Form 4)70

Activist (13D/13G)31

Congressional (STOCK Act)39

Holder Quality

83

★★★★★

Elite

43

★★★★

Strong

11

★★★

Solid

49

★★

Below

60

★

Weak

Held by 73 funds

11 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IHE.

Top Holders

Top Holders (73)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Fisher Asset Management, LLC	Decreased	2.7M(-1.3%)	$270.6M	0.1%	+65.07%	0
BANK OF AMERICA CORP /DE/	Increased	862,713(+88.9%)	$85.4M	0.0%	+11.05%	47
JPMORGAN CHASE & CO	Increased	553,812(+47.4%)	$55.5M	0.0%	+14.01%	40
MORGAN STANLEY	Decreased	457,623(-4.7%)	$45.3M	0.0%	+27.64%	0
LPL Financial LLC	Increased	230,925(+35.7%)	$22.9M	0.0%	+28.76%	37
TD ASSET MANAGEMENT INC	New	192,500	$19.1M	0.0%	-1.40%	39
MAMirae Asset Global Investments Co., Ltd.	New	190,000	$18.8M	0.0%	-1.40%	39
GOLDMAN SACHS GROUP INC	Increased	185,841(+132.6%)	$18.4M	0.0%	+15.28%	46
ROYAL BANK OF CANADA	Increased	135,148(+16.2%)	$13.4M	0.0%	+39.98%	32
UBS Group AG	Increased	110,100(+177.5%)	$10.9M	0.0%	+14.88%	45
WELLS FARGO & COMPANY/MN	Increased	75,451(+7.9%)	$7.5M	0.0%	+39.28%	30
BROWN ADVISORY INC	Unchanged	75,432	$7.5M	0.0%	+135.28%	0
RAYMOND JAMES FINANCIAL INC	Increased	71,836(+7.6%)	$7.1M	0.0%	+39.00%	29
BNP PARIBAS FINANCIAL MARKETS	Decreased	52,491(-1.5%)	$5.2M	0.0%	+50.24%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	43,401(-28.1%)	$4.3M	0.0%	+14.01%	0
AMERIPRISE FINANCIAL INC	Decreased	41,731(-10.9%)	$4.1M	0.0%	+31.63%	0
Tidal Investments LLC	New	37,534	$3.7M	0.0%	-1.40%	37
Beacon Pointe Advisors, LLC	Decreased	35,469(-3.3%)	$3.5M	0.0%	+35.59%	0
MFMerit Financial Group, LLC	Decreased	31,245(-0.3%)	$3.1M	0.0%	+50.51%	0
CITADEL ADVISORS LLC	Increased	26,020(+98.2%)	$2.6M	0.0%	+10.56%	42

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IHEISHARES TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer