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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
918
shares
|
$54,887
0.04% of portfolio
|
Q1 2023
Added 512.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
900
shares
|
$53,811
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
900
shares
|
$53,811
0.01% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
900
shares
|
$53,811
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
851
shares
|
$50,881
0.03% of portfolio
|
Q2 2024
Reduced 15.83%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
851
shares
|
$50,881
0.0% of portfolio
|
Q1 2025
Added 34.44%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
840
shares
|
$50,223
0.0% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
840
shares
|
$50,223
0.02% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
828
shares
|
$49,506
0.01% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
780
shares
|
$46,636
0.0% of portfolio
|
Q4 2022
Added 44.44%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
761
shares
|
$45,500
0.0% of portfolio
|
Q4 2024
Added 225.21%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
696
shares
|
$41,613
0.02% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
692
shares
|
$41,374
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
685
shares
|
$40,956
0.03% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
666
shares
|
$39,820
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
666
shares
|
$39,820
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
659
shares
|
$39,401
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
650
shares
|
$38,863
0.01% of portfolio
|
Q1 2025
Added 96.97%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
646
shares
|
$38,624
0.0% of portfolio
|
Q3 2024
Reduced 41.06%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
633
shares
|
$37,847
0.0% of portfolio
|
Q2 2024
Reduced 24.1%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
630
shares
|
$37,667
0.01% of portfolio
|
Q4 2023
Reduced 6.8%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
612
shares
|
$36,591
0.02% of portfolio
|
Q4 2023
Reduced 31.54%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
610
shares
|
$36,471
0.02% of portfolio
|
Q1 2025
Reduced 56.55%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
600
shares
|
$35,874
0.01% of portfolio
|
Q2 2023
Reduced 26.83%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
590
shares
|
$35,276
0.03% of portfolio
|
Q4 2023
Reduced 80.97%
|