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 639 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,852,174
shares
|
$184 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,666,806
shares
|
$172 Million
0.01% of portfolio
|
Q4 2024
Added 28.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,237,467
shares
|
$144 Million
0.05% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,249,712
shares
|
$80.4 Million
0.01% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,148,732
shares
|
$73.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,087,471
shares
|
$70 Million
0.01% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
747,981
shares
|
$48.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
710,671
shares
|
$45.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
666,605
shares
|
$42.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
544,644
shares
|
$35 Million
10.12% of portfolio
|
Q4 2023
Added 6.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
494,843
shares
|
$31.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 58.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
378,727
shares
|
$24.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
342,017
shares
|
$22 Million
0.47% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
327,688
shares
|
$21.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
322,483
shares
|
$20.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
310,663
shares
|
$20 Million
0.03% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
291,225
shares
|
$18.7 Million
0.0% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
271,934
shares
|
$17.5 Million
0.04% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
257,900
shares
|
$16.6 Million
0.68% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
248,992
shares
|
$16 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
236,462
shares
|
$15.2 Million
0.02% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
223,165
shares
|
$14.4 Million
1.64% of portfolio
|
Q3 2022
Reduced 0.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
215,162
shares
|
$13.8 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
|
$13.3 Million
0.26% of portfolio
|
Q4 2024
Added 71.71%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
200,465
shares
|
$12.9 Million
4.28% of portfolio
|
Q4 2024
Added 3.52%
|