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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
24,235
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
24,152
shares
|
$1.48 Million
0.23% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
24,150
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
24,016
shares
|
$1.47 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
23,716
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 14.98%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
23,505
shares
|
$1.44 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
23,175
shares
|
$1.42 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
23,127
shares
|
$1.42 Million
0.14% of portfolio
|
Q4 2023
Added 25.0%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
23,116
shares
|
$1.42 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
23,105
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 55.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,924
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
22,727
shares
|
$1.39 Million
1.48% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
22,385
shares
|
$1.37 Million
0.61% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
22,318
shares
|
$1.37 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
22,138
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
22,096
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
22,061
shares
|
$1.35 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
21,920
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.48%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
21,806
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
21,750
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 16.29%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
21,583
shares
|
$1.32 Million
0.4% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
21,397
shares
|
$1.31 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
21,391
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 17.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
20,986
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
20,663
shares
|
$1.27 Million
0.36% of portfolio
|
Q2 2025
Added 3.12%
|