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 |
|---|---|---|---|---|---|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
5,867
shares
|
$350,787
0.46% of portfolio
|
Q1 2025
Reduced 59.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,843
shares
|
$349,352
0.01% of portfolio
|
Q4 2024
Added 35.38%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
5,801
shares
|
$346,841
0.32% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
5,793
shares
|
$346,363
0.17% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
5,769
shares
|
$344,928
0.03% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
5,676
shares
|
$339,368
0.13% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
5,630
shares
|
$336,617
0.04% of portfolio
|
Q1 2025
Reduced 23.63%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,623
shares
|
$336,199
0.05% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,570
shares
|
$333,030
0.0% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
5,568
shares
|
$332,910
0.08% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
5,492
shares
|
$328,366
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
5,460
shares
|
$326,453
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,428
shares
|
$324,540
0.02% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
5,413
shares
|
$323,643
0.05% of portfolio
|
Q4 2024
Reduced 8.21%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,401
shares
|
$322,925
0.44% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
5,349
shares
|
$319,816
0.03% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,326
shares
|
$318,441
0.01% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
5,295
shares
|
$316,588
0.04% of portfolio
|
Q4 2024
Reduced 21.99%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
5,294
shares
|
$316,528
0.01% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,184
shares
|
$309,951
0.01% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
5,184
shares
|
$309,951
0.06% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
5,133
shares
|
$306,902
0.0% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
5,071
shares
|
$303,195
0.08% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
5,070
shares
|
$303,135
0.01% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
5,030
shares
|
$300,743
0.07% of portfolio
|
Q1 2025
Reduced 35.88%
|