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 637 institutions that hold shares in the stock, with a total of 36.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,631,668
shares
|
$359 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,934,014
shares
|
$187 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,067,832
shares
|
$132 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,794,864
shares
|
$115 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,202,394
shares
|
$76.7 Million
0.01% of portfolio
|
Q3 2024
Added 127.63%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,148,732
shares
|
$73.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,145,280
shares
|
$73.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,065,803
shares
|
$68 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
882,835
shares
|
$56.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
770,761
shares
|
$49.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
666,605
shares
|
$42.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
544,644
shares
|
$34.8 Million
10.12% of portfolio
|
Q4 2023
Added 6.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
378,727
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
345,884
shares
|
$22.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.27%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
322,483
shares
|
$20.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
317,949
shares
|
$20.3 Million
0.45% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
310,663
shares
|
$19.8 Million
0.03% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
271,934
shares
|
$17.4 Million
0.04% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
260,812
shares
|
$16.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.59%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
257,900
shares
|
$16.5 Million
0.68% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
250,169
shares
|
$16 Million
0.03% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
236,462
shares
|
$15.1 Million
0.02% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
223,165
shares
|
$14.2 Million
1.64% of portfolio
|
Q3 2022
Reduced 0.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
215,162
shares
|
$13.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
206,678
shares
|
$13.2 Million
0.26% of portfolio
|
Q4 2024
Added 71.71%
|