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 |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
696
shares
|
$42,678
0.02% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
692
shares
|
$42,433
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
666
shares
|
$40,839
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
666
shares
|
$40,839
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
659
shares
|
$40,409
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
652
shares
|
$39,980
0.01% of portfolio
|
Q2 2025
Reduced 99.17%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
650
shares
|
$39,858
0.01% of portfolio
|
Q1 2025
Added 96.97%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
640
shares
|
$39,244
0.0% of portfolio
|
Q2 2025
Reduced 31.91%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
633
shares
|
$38,815
0.0% of portfolio
|
Q2 2024
Reduced 24.1%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
630
shares
|
$38,631
0.01% of portfolio
|
Q4 2023
Reduced 6.8%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
623
shares
|
$38,202
0.0% of portfolio
|
Q2 2025
Reduced 33.44%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
612
shares
|
$37,527
0.02% of portfolio
|
Q4 2023
Reduced 31.54%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
610
shares
|
$37,405
0.02% of portfolio
|
Q1 2025
Reduced 56.55%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
600
shares
|
$36,792
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
600
shares
|
$36,792
0.01% of portfolio
|
Q2 2023
Reduced 26.83%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
600
shares
|
$36,792
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
590
shares
|
$36,178
0.03% of portfolio
|
Q4 2023
Reduced 80.97%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
574
shares
|
$35,197
0.01% of portfolio
|
Q1 2025
Reduced 98.57%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
570
shares
|
$34,952
0.0% of portfolio
|
Q2 2025
Reduced 32.14%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
567
shares
|
$34,768
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
567
shares
|
$34,768
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
564
shares
|
$34,584
0.02% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
564
shares
|
$34,584
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
564
shares
|
$34,584
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
516
shares
|
$31,641
0.0% of portfolio
|
Q1 2025
Reduced 98.34%
|