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 $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
6,812
shares
|
$405,790
0.05% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
6,788
shares
|
$404,361
0.06% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,715
shares
|
$400,012
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
6,688
shares
|
$398,404
0.01% of portfolio
|
Q4 2023
Reduced 2.55%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
6,630
shares
|
$394,949
0.02% of portfolio
|
Q1 2023
Reduced 0.72%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
6,466
shares
|
$385,179
0.11% of portfolio
|
Q1 2024
Reduced 6.91%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
6,436
shares
|
$383,392
0.02% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,386
shares
|
$380,414
0.0% of portfolio
|
Q2 2023
Added 23.47%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
6,385
shares
|
$380,354
0.27% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
6,360
shares
|
$378,865
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
6,348
shares
|
$378,150
0.15% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,256
shares
|
$372,669
0.02% of portfolio
|
Q3 2024
Added 57.94%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
6,238
shares
|
$371,597
0.01% of portfolio
|
Q2 2024
Added 7.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
6,229
shares
|
$371,061
0.04% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
6,203
shares
|
$369,512
0.09% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
6,094
shares
|
$363,019
0.03% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
6,065
shares
|
$361,292
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 12, 2024 Q3 2024 |
6,000
shares
|
$357,420
0.09% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$357,420
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,936
shares
|
$353,607
0.03% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
5,932
shares
|
$353,369
0.05% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
5,897
shares
|
$351,284
0.06% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
5,829
shares
|
$347,233
0.24% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
5,763
shares
|
$343,301
0.0% of portfolio
|
Q3 2024
Added 21.89%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
5,700
shares
|
$339,549
0.02% of portfolio
|
Q3 2024
Added 14.92%
|