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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,654
shares
|
$218,472
0.04% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,639
shares
|
$217,575
0.01% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
3,624
shares
|
$216,678
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
3,556
shares
|
$212,613
0.03% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
3,555
shares
|
$212,553
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
3,554
shares
|
$212,493
0.01% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Martin Capital Advisors, LLP
|
May 01, 2025 Q1 2025 |
3,545
shares
|
$211,955
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
3,534
shares
|
$211,297
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
3,525
shares
|
$210,759
0.06% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
3,513
shares
|
$210,042
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
3,500
shares
|
$209,265
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,487
shares
|
$208,487
0.06% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
3,480
shares
|
$208,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
3,475
shares
|
$207,770
0.07% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,472
shares
|
$207,590
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
3,458
shares
|
$206,753
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
3,457
shares
|
$206,694
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,446
shares
|
$206,036
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,440
shares
|
$205,677
0.07% of portfolio
|
Q4 2024
Reduced 32.51%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,429
shares
|
$205,019
0.02% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
3,402
shares
|
$203,405
0.02% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
3,400
shares
|
$203,286
0.05% of portfolio
|
Q2 2022
Added 122.22%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
3,371
shares
|
$201,552
0.01% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
3,353
shares
|
$200,475
0.09% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
3,342
shares
|
$199,818
0.05% of portfolio
|
Q1 2025
New holding
|