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 638 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
193,499
shares
|
$12.3 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
185,868
shares
|
$11.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 96.7%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
183,268
shares
|
$11.7 Million
1.74% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
173,268
shares
|
$11.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
164,253
shares
|
$10.5 Million
0.27% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
163,241
shares
|
$10.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
151,512
shares
|
$9.66 Million
0.0% of portfolio
|
Q4 2024
Added 323.63%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
151,385
shares
|
$9.66 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
151,318
shares
|
$9.65 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
149,476
shares
|
$9.53 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
139,562
shares
|
$8.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
136,372
shares
|
$8.7 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
136,212
shares
|
$8.69 Million
1.02% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
131,733
shares
|
$8.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
127,478
shares
|
$8.13 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
126,793
shares
|
$8.09 Million
2.03% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
120,923
shares
|
$7.71 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
119,317
shares
|
$7.61 Million
1.86% of portfolio
|
Q4 2022
Reduced 1.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
113,666
shares
|
$7.25 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
111,453
shares
|
$7.11 Million
3.63% of portfolio
|
Q3 2023
Reduced 42.07%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
110,053
shares
|
$7.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
106,872
shares
|
$6.82 Million
0.44% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
106,522
shares
|
$6.79 Million
0.58% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
106,256
shares
|
$6.78 Million
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
106,254
shares
|
$6.78 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.99%
|