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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
14,139
shares
|
$845,370
0.03% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
14,104
shares
|
$843,278
0.06% of portfolio
|
Q1 2025
Added 40.45%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
13,655
shares
|
$816,432
0.02% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
13,629
shares
|
$814,877
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
13,578
shares
|
$811,828
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
13,557
shares
|
$810,573
0.0% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
13,115
shares
|
$784,145
0.03% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
12,960
shares
|
$774,878
0.01% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,749
shares
|
$762,262
0.07% of portfolio
|
Q1 2025
Added 84893.33%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
12,684
shares
|
$758,376
0.07% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
12,677
shares
|
$757,957
0.05% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
12,606
shares
|
$753,712
0.73% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
12,604
shares
|
$753,593
0.05% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12,542
shares
|
$749,886
0.02% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,521
shares
|
$748,630
0.02% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
12,453
shares
|
$744,564
0.09% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
12,418
shares
|
$742,472
0.01% of portfolio
|
Q1 2025
Reduced 53.05%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
12,323
shares
|
$736,792
0.06% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Feb 12, 2025 Q4 2024 |
12,300
shares
|
$735,417
0.2% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
12,290
shares
|
$734,819
0.96% of portfolio
|
Q3 2022
Reduced 5.39%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
12,209
shares
|
$729,976
0.34% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
12,162
shares
|
$727,165
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
12,106
shares
|
$723,817
0.02% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
11,962
shares
|
$715,207
0.56% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
11,930
shares
|
$713,294
0.63% of portfolio
|
Q1 2025
Reduced 25.41%
|