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 620 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 $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
9,290
shares
|
$560,837
0.02% of portfolio
|
Q4 2023
Reduced 1.6%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
9,209
shares
|
$555,947
0.25% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
9,092
shares
|
$548,884
0.22% of portfolio
|
Q4 2023
Reduced 19.35%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
9,076
shares
|
$547,918
0.02% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
9,017
shares
|
$544,356
0.01% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
9,006
shares
|
$543,692
0.05% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,938
shares
|
$539,587
0.05% of portfolio
|
Q3 2024
Reduced 19.52%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
8,868
shares
|
$535,361
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
8,863
shares
|
$535,059
0.04% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
8,832
shares
|
$533,187
0.01% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
8,792
shares
|
$530,773
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
8,704
shares
|
$525,460
0.24% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,646
shares
|
$521,959
0.01% of portfolio
|
Q3 2024
Reduced 31.15%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
8,602
shares
|
$519,302
0.28% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
8,577
shares
|
$517,793
0.01% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
8,520
shares
|
$514,352
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
8,459
shares
|
$510,669
0.13% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
8,404
shares
|
$507,349
0.03% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
8,295
shares
|
$500,769
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
8,289
shares
|
$500,406
0.05% of portfolio
|
Q3 2024
Reduced 16.19%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
8,160
shares
|
$492,619
0.09% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
8,130
shares
|
$490,808
0.06% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$482,960
0.04% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
7,889
shares
|
$476,258
0.08% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
7,760
shares
|
$468,471
0.08% of portfolio
|
Q3 2024
Reduced 7.18%
|