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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,092
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
19,603
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
19,512
shares
|
$1.2 Million
0.71% of portfolio
|
Q3 2023
Added 1.82%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,398
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2022
Reduced 2.44%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
19,125
shares
|
$1.17 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
19,072
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 26.56%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
18,651
shares
|
$1.14 Million
0.8% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
18,558
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
18,454
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
18,310
shares
|
$1.12 Million
0.38% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
18,214
shares
|
$1.12 Million
0.35% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
18,100
shares
|
$1.11 Million
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
17,957
shares
|
$1.1 Million
0.06% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
17,710
shares
|
$1.09 Million
0.27% of portfolio
|
Q1 2025
Reduced 22.44%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
17,688
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Added 25.41%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
17,466
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
17,226
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
17,074
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
16,570
shares
|
$1.02 Million
0.39% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
16,363
shares
|
$1 Million
0.29% of portfolio
|
Q2 2025
Reduced 22.97%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
16,258
shares
|
$996,940
0.47% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
16,102
shares
|
$987,374
0.06% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
16,000
shares
|
$981,120
0.64% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
15,851
shares
|
$971,983
0.07% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
15,481
shares
|
$949,294
0.48% of portfolio
|
Q2 2025
Reduced 8.3%
|