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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
507
shares
|
$31,089
0.01% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
468
shares
|
$28,697
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
450
shares
|
$27,594
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
450
shares
|
$27,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
450
shares
|
$27,594
0.02% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
403
shares
|
$24,711
0.0% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
390
shares
|
$23,914
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
375
shares
|
$22,995
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
366
shares
|
$22,443
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
362
shares
|
$22,197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
361
shares
|
$22,136
0.0% of portfolio
|
Q4 2021
Added 0.28%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
360
shares
|
$22,075
0.0% of portfolio
|
Q4 2024
Reduced 52.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
356
shares
|
$21,829
0.0% of portfolio
|
Q1 2024
Reduced 45.73%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
336
shares
|
$20,603
0.0% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
336
shares
|
$20,603
0.01% of portfolio
|
Q2 2023
Added 19.15%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
333
shares
|
$20,419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
318
shares
|
$19,499
0.0% of portfolio
|
Q2 2024
Reduced 24.29%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
300
shares
|
$18,396
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
300
shares
|
$18,396
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
300
shares
|
$18,396
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
298
shares
|
$18,273
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
294
shares
|
$18,028
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
277
shares
|
$16,985
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
261
shares
|
$16,004
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
260
shares
|
$15,943
0.0% of portfolio
|
Q1 2025
Reduced 10.34%
|