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 638 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
72,784
shares
|
$4.64 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
72,278
shares
|
$4.61 Million
1.15% of portfolio
|
Q3 2024
Reduced 49.11%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
71,092
shares
|
$4.53 Million
1.3% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
69,860
shares
|
$4.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
69,102
shares
|
$4.41 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
68,940
shares
|
$4.4 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
68,065
shares
|
$4.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
67,755
shares
|
$4.32 Million
0.21% of portfolio
|
Q4 2024
Added 52.27%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
65,829
shares
|
$4.2 Million
0.05% of portfolio
|
Q4 2024
Added 263.11%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
65,600
shares
|
$4.18 Million
0.01% of portfolio
|
Q4 2024
Added 15.49%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
62,754
shares
|
$4 Million
0.86% of portfolio
|
Q4 2024
Reduced 30.98%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
61,687
shares
|
$3.93 Million
0.34% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
61,625
shares
|
$3.93 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
61,192
shares
|
$3.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
60,300
shares
|
$3.85 Million
0.0% of portfolio
|
Q4 2024
Added 240.02%
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
60,280
shares
|
$3.84 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
59,426
shares
|
$3.79 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
56,867
shares
|
$3.63 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
55,979
shares
|
$3.57 Million
0.43% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
55,506
shares
|
$3.54 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
55,147
shares
|
$3.52 Million
0.01% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
53,896
shares
|
$3.44 Million
0.45% of portfolio
|
Q4 2024
Added 52.92%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
53,493
shares
|
$3.41 Million
1.13% of portfolio
|
Q1 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
53,295
shares
|
$3.4 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
52,786
shares
|
$3.37 Million
0.13% of portfolio
|
Q4 2024
Added 22.58%
|