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 621 institutions that hold shares in the stock, with a total of 36.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
2,202
shares
|
$132,626
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2,156
shares
|
$129,855
0.02% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,145
shares
|
$129,193
0.01% of portfolio
|
Q3 2024
Reduced 14.13%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
2,130
shares
|
$128,289
0.05% of portfolio
|
Q3 2024
Reduced 15.31%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,075
shares
|
$124,977
0.07% of portfolio
|
Q2 2023
Reduced 5.94%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,865
shares
|
$112,328
0.01% of portfolio
|
Q4 2022
Added 210.83%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,820
shares
|
$109,618
0.01% of portfolio
|
Q3 2024
Reduced 19.82%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,806
shares
|
$108,775
0.0% of portfolio
|
Q3 2023
Added 186.67%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,776
shares
|
$106,968
0.02% of portfolio
|
Q3 2024
Reduced 99.59%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,734
shares
|
$104,438
0.01% of portfolio
|
Q3 2024
Added 641.03%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$102,391
0.03% of portfolio
|
Q4 2023
Added 240.0%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
1,687
shares
|
$101,608
0.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,615
shares
|
$97,271
0.0% of portfolio
|
Q3 2024
Added 20.7%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,585
shares
|
$95,464
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,554
shares
|
$93,597
0.0% of portfolio
|
Q3 2022
Reduced 11.4%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,524
shares
|
$91,790
0.0% of portfolio
|
Q1 2024
Reduced 4.87%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$90,345
0.0% of portfolio
|
Q2 2024
Added 25.21%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,500
shares
|
$90,345
0.12% of portfolio
|
Q3 2022
Added 4.24%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,445
shares
|
$87,032
0.03% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
1,404
shares
|
$84,562
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,401
shares
|
$84,382
0.03% of portfolio
|
Q4 2023
Reduced 51.84%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,373
shares
|
$82,695
0.0% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,236
shares
|
$74,444
0.0% of portfolio
|
Q2 2024
Reduced 17.98%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
1,220
shares
|
$73,480
0.0% of portfolio
|
Q3 2023
Reduced 15.4%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,200
shares
|
$72,276
0.01% of portfolio
|
Q1 2024
Reduced 78.98%
|