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 |
|---|---|---|---|---|---|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
6,772
shares
|
$404,897
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
6,767
shares
|
$404,598
0.15% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,715
shares
|
$401,489
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
6,692
shares
|
$400,114
0.02% of portfolio
|
Q4 2024
Reduced 54.36%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
6,630
shares
|
$396,407
0.02% of portfolio
|
Q1 2023
Reduced 0.72%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
6,523
shares
|
$390,010
0.05% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
6,463
shares
|
$386,422
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
6,436
shares
|
$384,808
0.11% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
6,415
shares
|
$383,552
0.0% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,386
shares
|
$381,818
0.0% of portfolio
|
Q2 2023
Added 23.47%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
6,360
shares
|
$380,264
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
6,346
shares
|
$379,427
0.02% of portfolio
|
Q1 2025
Added 22.49%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
6,323
shares
|
$378,052
0.0% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
6,318
shares
|
$377,753
0.31% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
6,312
shares
|
$377,394
0.05% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
6,268
shares
|
$374,763
0.02% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,240
shares
|
$373,089
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
6,178
shares
|
$369,382
0.02% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
6,068
shares
|
$362,805
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
May 13, 2025 Q1 2025 |
6,000
shares
|
$358,740
0.09% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
5,974
shares
|
$357,185
0.03% of portfolio
|
Q1 2025
Reduced 20.52%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
5,967
shares
|
$356,766
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
5,964
shares
|
$356,587
0.03% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,915
shares
|
$353,657
0.01% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
5,900
shares
|
$352,761
0.03% of portfolio
|
Q4 2024
Reduced 26.25%
|