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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
11,888
shares
|
$710,783
0.03% of portfolio
|
Q1 2025
Added 210.96%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
11,876
shares
|
$710,066
0.08% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
11,866
shares
|
$709,468
0.0% of portfolio
|
Q1 2025
Added 20.3%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
11,639
shares
|
$695,895
0.06% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
11,613
shares
|
$694,341
0.09% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
11,530
shares
|
$689,378
0.23% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
11,516
shares
|
$688,541
0.2% of portfolio
|
Q1 2025
Reduced 49.19%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
11,391
shares
|
$681,067
0.07% of portfolio
|
Q3 2024
Added 7494.0%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
11,331
shares
|
$677,480
0.48% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
11,207
shares
|
$670,066
0.01% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
11,115
shares
|
$664,565
0.02% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
11,029
shares
|
$659,423
0.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
10,998
shares
|
$657,570
0.06% of portfolio
|
Q4 2024
Reduced 92.07%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
10,970
shares
|
$655,896
0.12% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
10,863
shares
|
$649,498
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
10,507
shares
|
$628,213
0.06% of portfolio
|
Q1 2025
Added 84.95%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
10,155
shares
|
$607,167
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Phraction Management LLC
Stamford, CT |
Apr 28, 2025 Q1 2025 |
10,016
shares
|
$598,856
0.22% of portfolio
|
Q4 2022
Added 15.58%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
10,014
shares
|
$598,737
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
9,516
shares
|
$568,961
0.0% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,383
shares
|
$561,009
0.08% of portfolio
|
Q2 2023
Added 3.06%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,311
shares
|
$556,704
0.02% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
9,290
shares
|
$555,449
0.27% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
9,290
shares
|
$555,449
0.02% of portfolio
|
Q4 2023
Reduced 1.6%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
9,279
shares
|
$554,791
0.05% of portfolio
|
Q1 2025
Added 0.51%
|