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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
8,800
shares
|
$539,616
0.03% of portfolio
|
Q2 2025
Reduced 29.42%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,607
shares
|
$527,781
0.04% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,592
shares
|
$526,861
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
8,520
shares
|
$522,446
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,513
shares
|
$522,017
0.01% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
8,487
shares
|
$520,422
0.13% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
8,389
shares
|
$514,413
0.04% of portfolio
|
Q1 2025
Reduced 30.21%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
8,262
shares
|
$506,625
0.12% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
8,160
shares
|
$500,371
0.09% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
8,088
shares
|
$495,956
0.26% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
8,067
shares
|
$494,668
0.03% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
8,020
shares
|
$491,786
0.0% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
7,781
shares
|
$477,130
0.02% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,781
shares
|
$477,130
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,741
shares
|
$474,678
0.02% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,659
shares
|
$469,649
0.01% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,650
shares
|
$469,098
0.04% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
7,575
shares
|
$464,499
0.14% of portfolio
|
Q2 2025
Reduced 87.41%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
7,566
shares
|
$463,947
0.02% of portfolio
|
Q2 2022
Added 4.13%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,562
shares
|
$463,701
0.05% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
7,547
shares
|
$462,782
0.07% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
7,535
shares
|
$462,046
0.08% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
7,500
shares
|
$459,900
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,498
shares
|
$459,777
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
7,412
shares
|
$454,503
0.03% of portfolio
|
Q2 2025
Reduced 2.77%
|