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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
566
shares
|
$33,841
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
566
shares
|
$33,841
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
564
shares
|
$33,721
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
507
shares
|
$30,313
0.01% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
450
shares
|
$26,905
0.02% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
450
shares
|
$26,905
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
450
shares
|
$26,905
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
426
shares
|
$25,470
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
408
shares
|
$24,394
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
390
shares
|
$23,318
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
375
shares
|
$22,421
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
373
shares
|
$22,301
0.0% of portfolio
|
Q4 2024
Reduced 51.05%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
366
shares
|
$21,883
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
362
shares
|
$21,643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
361
shares
|
$21,584
0.0% of portfolio
|
Q4 2021
Added 0.28%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
360
shares
|
$21,524
0.0% of portfolio
|
Q4 2024
Reduced 52.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
356
shares
|
$21,285
0.0% of portfolio
|
Q1 2024
Reduced 45.73%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
336
shares
|
$20,089
0.01% of portfolio
|
Q2 2023
Added 19.15%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
336
shares
|
$20,089
0.0% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
333
shares
|
$19,910
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
318
shares
|
$19,013
0.0% of portfolio
|
Q2 2024
Reduced 24.29%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
317
shares
|
$18,953
0.0% of portfolio
|
Q1 2024
Reduced 47.43%
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
315
shares
|
$18,833
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
300
shares
|
$17,937
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
300
shares
|
$17,937
0.0% of portfolio
|
Q3 2024
New holding
|