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 |
---|---|---|---|---|---|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
300
shares
|
$17,937
0.0% of portfolio
|
Q3 2024
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%
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
295
shares
|
$17,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
294
shares
|
$17,578
0.0% of portfolio
|
Q4 2023
New holding
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
277
shares
|
$16,561
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
261
shares
|
$15,605
0.0% of portfolio
|
Q2 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
261
shares
|
$15,605
0.0% of portfolio
|
Q4 2023
Reduced 30.4%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
261
shares
|
$15,605
0.0% of portfolio
|
Q2 2024
Added 30.5%
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
260
shares
|
$15,545
0.0% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
248
shares
|
$14,827
0.02% of portfolio
|
Q3 2022
New holding
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
240
shares
|
$14,349
0.0% of portfolio
|
Q3 2021
Added 500.0%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
237
shares
|
$14,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
219
shares
|
$13,094
0.0% of portfolio
|
Q4 2024
New holding
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
208
shares
|
$12,436
0.0% of portfolio
|
Q4 2024
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
201
shares
|
$12,017
0.0% of portfolio
|
Q4 2023
Added 0.5%
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
200
shares
|
$11,958
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
200
shares
|
$11,958
0.01% of portfolio
|
Q4 2021
New holding
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
193
shares
|
$11,539
0.0% of portfolio
|
Q4 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
192
shares
|
$11,479
0.0% of portfolio
|
Q4 2024
Reduced 53.62%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
189
shares
|
$11,300
0.0% of portfolio
|
Q4 2023
New holding
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
185
shares
|
$11,061
0.0% of portfolio
|
Q1 2025
New holding
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
177
shares
|
$10,582
0.0% of portfolio
|
Q1 2025
Reduced 96.25%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
166
shares
|
$9,925
0.01% of portfolio
|
Q2 2024
Reduced 69.2%
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
153
shares
|
$9,147
0.0% of portfolio
|
Q4 2023
Added 0.66%
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
151
shares
|
$9,028
0.0% of portfolio
|
Q1 2025
Added 0.67%
|