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 |
|---|---|---|---|---|---|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
120
shares
|
$7,358
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
109
shares
|
$6,683
0.0% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
109
shares
|
$6,683
0.0% of portfolio
|
Q2 2025
Reduced 24.83%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
105
shares
|
$6,438
0.0% of portfolio
|
Q3 2024
Added 26.51%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
104
shares
|
$6,377
0.0% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
102
shares
|
$6,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
102
shares
|
$6,254
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
102
shares
|
$6,254
0.0% of portfolio
|
Q4 2023
Reduced 73.37%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
100
shares
|
$6,132
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$6,132
0.0% of portfolio
|
Q1 2024
Reduced 76.64%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
70
shares
|
$4,292
0.0% of portfolio
|
Q1 2025
Reduced 99.38%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
70
shares
|
$4,292
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
65
shares
|
$3,985
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
61
shares
|
$3,740
0.0% of portfolio
|
Q2 2025
Added 74.29%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
56
shares
|
$3,433
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
55
shares
|
$3,372
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
51
shares
|
$3,127
0.0% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
50
shares
|
$3,066
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
42
shares
|
$2,575
0.0% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
38
shares
|
$2,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
31
shares
|
$1,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
31
shares
|
$1,900
0.0% of portfolio
|
Q2 2025
Reduced 45.61%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
30
shares
|
$1,839
0.0% of portfolio
|
Q1 2024
Reduced 92.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
24
shares
|
$1,471
0.0% of portfolio
|
Q2 2024
Reduced 80.65%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
18
shares
|
$1,103
0.0% of portfolio
|
Q2 2024
New holding
|