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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
2,700
shares
|
$165,564
0.03% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,698
shares
|
$165,441
0.09% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,585
shares
|
$158,512
0.0% of portfolio
|
Q1 2023
Reduced 8.11%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,585
shares
|
$158,512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$147,168
0.04% of portfolio
|
Q1 2025
Added 41.18%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
2,200
shares
|
$134,904
0.05% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
2,176
shares
|
$133,432
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,147
shares
|
$131,654
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,075
shares
|
$127,239
0.07% of portfolio
|
Q2 2023
Reduced 5.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,981
shares
|
$121,474
0.0% of portfolio
|
Q4 2024
Added 114.39%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,932
shares
|
$118,470
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
1,894
shares
|
$116,140
0.01% of portfolio
|
Q2 2025
Reduced 24.06%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,865
shares
|
$114,361
0.01% of portfolio
|
Q4 2022
Added 210.83%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,806
shares
|
$110,743
0.0% of portfolio
|
Q3 2023
Added 186.67%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
1,758
shares
|
$107,800
0.05% of portfolio
|
Q2 2025
Reduced 60.93%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,734
shares
|
$106,328
0.01% of portfolio
|
Q1 2025
Added 234.75%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,554
shares
|
$95,291
0.0% of portfolio
|
Q3 2022
Reduced 11.4%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,500
shares
|
$91,980
0.12% of portfolio
|
Q3 2022
Added 4.24%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,453
shares
|
$89,097
0.0% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,446
shares
|
$88,668
0.03% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,442
shares
|
$88,423
0.04% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,422
shares
|
$87,197
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,401
shares
|
$85,909
0.03% of portfolio
|
Q4 2023
Reduced 51.84%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,380
shares
|
$84,621
0.01% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,373
shares
|
$84,192
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|