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 628 institutions that hold shares in the stock, with a total of 33.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
12,084
shares
|
$740,990
0.23% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
12,016
shares
|
$736,821
0.0% of portfolio
|
Q2 2025
Added 26.27%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
11,962
shares
|
$733,509
0.49% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
11,866
shares
|
$727,623
0.02% of portfolio
|
Q2 2025
Added 31.19%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
11,730
shares
|
$719,283
0.11% of portfolio
|
Q2 2025
Reduced 22.83%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
11,722
shares
|
$718,793
0.03% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
11,625
shares
|
$712,845
0.01% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
11,623
shares
|
$712,722
0.44% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
11,613
shares
|
$712,109
0.09% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
11,530
shares
|
$707,019
0.23% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,517
shares
|
$706,222
0.02% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,497
shares
|
$704,996
0.05% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
11,391
shares
|
$698,496
0.06% of portfolio
|
Q3 2024
Added 7494.0%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
11,300
shares
|
$692,916
0.22% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
11,293
shares
|
$692,486
0.06% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
11,292
shares
|
$692,425
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
11,264
shares
|
$690,708
0.39% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
11,152
shares
|
$683,840
0.06% of portfolio
|
Q2 2025
Reduced 66.71%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
11,023
shares
|
$675,930
0.0% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
10,970
shares
|
$672,680
0.12% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
10,953
shares
|
$671,637
0.02% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
10,941
shares
|
$670,902
0.0% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
10,916
shares
|
$669,369
0.03% of portfolio
|
Q2 2025
Reduced 24.85%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,902
shares
|
$668,510
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
10,891
shares
|
$667,836
0.02% of portfolio
|
Q2 2025
Reduced 1.25%
|