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 |
|---|---|---|---|---|---|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
67,778
shares
|
$4.16 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
67,030
shares
|
$4.11 Million
0.09% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
62,801
shares
|
$3.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
62,057
shares
|
$3.81 Million
0.3% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
61,791
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
60,797
shares
|
$3.73 Million
0.82% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
59,190
shares
|
$3.63 Million
0.95% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
58,031
shares
|
$3.56 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
56,984
shares
|
$3.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
55,569
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2025
Added 264.22%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
55,506
shares
|
$3.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 23.34%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
54,761
shares
|
$3.36 Million
0.01% of portfolio
|
Q2 2025
Added 36.89%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
54,200
shares
|
$3.32 Million
2.94% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
53,493
shares
|
$3.28 Million
1.13% of portfolio
|
Q1 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
53,295
shares
|
$3.27 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
52,936
shares
|
$3.25 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
51,710
shares
|
$3.17 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
50,866
shares
|
$3.12 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
50,504
shares
|
$3.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 33.31%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
50,389
shares
|
$3.09 Million
0.15% of portfolio
|
Q2 2025
Reduced 33.47%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
49,620
shares
|
$3.04 Million
0.75% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
49,011
shares
|
$3.01 Million
1.1% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
48,706
shares
|
$2.99 Million
0.34% of portfolio
|
Q2 2022
Reduced 0.81%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
48,703
shares
|
$2.99 Million
0.14% of portfolio
|
Q2 2025
Added 81.23%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
48,118
shares
|
$2.95 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.98%
|