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 |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
5,664
shares
|
$347,316
0.13% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,623
shares
|
$344,802
0.05% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
5,568
shares
|
$341,429
0.08% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
5,460
shares
|
$334,807
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,401
shares
|
$331,189
0.44% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,393
shares
|
$330,698
0.02% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,386
shares
|
$330,269
0.02% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,386
shares
|
$330,269
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
5,379
shares
|
$329,840
0.01% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
5,297
shares
|
$324,812
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,295
shares
|
$324,689
0.0% of portfolio
|
Q2 2025
Added 53.66%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
5,280
shares
|
$323,769
0.07% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,270
shares
|
$323,156
0.01% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,187
shares
|
$318,066
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,165
shares
|
$316,717
0.02% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
5,129
shares
|
$314,510
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
5,125
shares
|
$314,265
0.0% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
5,055
shares
|
$309,972
0.0% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
5,007
shares
|
$307,029
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
4,990
shares
|
$305,986
0.22% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
4,949
shares
|
$303,472
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
4,944
shares
|
$303,166
0.07% of portfolio
|
Q1 2025
Reduced 89.6%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
4,867
shares
|
$298,444
0.01% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
4,849
shares
|
$297,340
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,800
shares
|
$294,336
0.02% of portfolio
|
Q3 2021
Added 500.0%
|