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 621 institutions that hold shares in the stock, with a total of 36.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
52
shares
|
$3,131
0.0% of portfolio
|
Q2 2024
Reduced 85.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
50
shares
|
$3,011
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
44
shares
|
$2,650
0.0% of portfolio
|
Q2 2024
Reduced 83.4%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
43
shares
|
$2,589
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
43
shares
|
$2,589
0.0% of portfolio
|
Q3 2024
Reduced 15.69%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
40
shares
|
$2,409
0.0% of portfolio
|
Q3 2024
Reduced 99.17%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
38
shares
|
$2,288
0.0% of portfolio
|
Q4 2023
Reduced 99.44%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
36
shares
|
$2,168
0.0% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
30
shares
|
$1,806
0.0% of portfolio
|
Q1 2024
Reduced 92.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
24
shares
|
$1,445
0.0% of portfolio
|
Q2 2024
Reduced 80.65%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
24
shares
|
$1,445
0.0% of portfolio
|
Q2 2024
Reduced 86.36%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
23
shares
|
$1,385
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
18
shares
|
$1,084
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
18
shares
|
$1,084
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
15
shares
|
$903
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10
shares
|
$602
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
7
shares
|
$421
0.0% of portfolio
|
Q3 2024
Reduced 97.64%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7
shares
|
$421
0.0% of portfolio
|
Q2 2024
Reduced 96.39%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
6
shares
|
$361
0.0% of portfolio
|
Q3 2024
Reduced 98.41%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6
shares
|
$361
0.0% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
6
shares
|
$361
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|