Institutional Ownership Ishares Tr Dow Jones Us Medica (IHI)
This table provides information about the institutional ownership of Ishares Tr Dow Jones Us Medica (IHI). We have compiled data on the 645 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,852,174
shares
|
$171 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,666,806
shares
|
$159 Million
0.01% of portfolio
|
Q4 2024
Added 28.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,147,548
shares
|
$128 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,249,712
shares
|
$74.7 Million
0.01% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,148,732
shares
|
$68.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,136,054
shares
|
$67.9 Million
0.02% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
752,670
shares
|
$45 Million
0.02% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
711,329
shares
|
$42.5 Million
0.56% of portfolio
|
Q1 2025
Added 980.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
710,671
shares
|
$42.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
666,605
shares
|
$39.9 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
544,644
shares
|
$32.6 Million
10.12% of portfolio
|
Q4 2023
Added 6.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
427,152
shares
|
$25.5 Million
0.0% of portfolio
|
Q1 2025
Added 46.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
378,727
shares
|
$22.6 Million
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
353,752
shares
|
$21.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.51%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
350,979
shares
|
$21 Million
0.03% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
342,017
shares
|
$20.4 Million
0.47% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
327,688
shares
|
$19.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
310,663
shares
|
$18.6 Million
0.03% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
267,366
shares
|
$16 Million
0.03% of portfolio
|
Q1 2025
Added 20.47%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
262,205
shares
|
$15.7 Million
0.71% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
259,602
shares
|
$15.5 Million
0.03% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
242,883
shares
|
$14.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
223,165
shares
|
$13.3 Million
1.64% of portfolio
|
Q3 2022
Reduced 0.95%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
200,465
shares
|
$12 Million
4.28% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
193,499
shares
|
$11.6 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.58%
|