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 621 institutions that hold shares in the stock, with a total of 36.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
18,100
shares
|
$1.1 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
18,021
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
17,905
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
17,775
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
17,734
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 317.07%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
17,470
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
17,439
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
17,203
shares
|
$1.04 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
16,984
shares
|
$1.03 Million
0.74% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
16,938
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
16,707
shares
|
$1.01 Million
0.5% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
16,687
shares
|
$1.01 Million
0.34% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
16,489
shares
|
$1 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
15,447
shares
|
$937,632
0.24% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
15,400
shares
|
$934,780
0.59% of portfolio
|
Q4 2020
Reduced 83.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
15,252
shares
|
$925,796
0.03% of portfolio
|
Q3 2024
Reduced 15.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,250
shares
|
$925,675
0.03% of portfolio
|
Q2 2020
Added 13.31%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
15,236
shares
|
$924,825
0.09% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
15,213
shares
|
$923,429
1.76% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
14,993
shares
|
$910,075
0.68% of portfolio
|
Q3 2024
Reduced 49.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
14,989
shares
|
$909,832
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
14,866
shares
|
$902,366
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
14,825
shares
|
$899,877
0.05% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
14,775
shares
|
$896,842
0.09% of portfolio
|
Q3 2024
Added 180.09%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,664
shares
|
$890,104
0.0% of portfolio
|
Q3 2024
Reduced 62.87%
|