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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
5,700
shares
|
$347,358
0.02% of portfolio
|
Q3 2024
Added 14.92%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,696
shares
|
$347,114
0.01% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
5,671
shares
|
$345,590
0.02% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Oct 07, 2024 Q3 2024 |
5,568
shares
|
$339,313
0.08% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,562
shares
|
$338,948
0.0% of portfolio
|
Q3 2024
Added 17.94%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
5,552
shares
|
$338,338
0.05% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,546
shares
|
$337,973
0.06% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,495
shares
|
$334,865
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,406
shares
|
$329,441
0.02% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,401
shares
|
$329,136
0.44% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,202
shares
|
$317,009
0.01% of portfolio
|
Q3 2024
Reduced 19.07%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
5,130
shares
|
$312,622
0.02% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
5,118
shares
|
$311,890
0.1% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
5,097
shares
|
$310,611
0.09% of portfolio
|
Q2 2022
Reduced 10.31%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
5,096
shares
|
$310,550
0.05% of portfolio
|
Q3 2024
Reduced 12.23%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
5,078
shares
|
$309,453
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
5,067
shares
|
$308,782
0.01% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$304,700
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,968
shares
|
$302,749
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
4,948
shares
|
$301,531
0.11% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
4,930
shares
|
$300,434
0.02% of portfolio
|
Q2 2024
Reduced 6.45%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,838
shares
|
$294,827
0.04% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,800
shares
|
$292,512
0.02% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
4,800
shares
|
$292,512
0.13% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,691
shares
|
$285,869
0.02% of portfolio
|
Q2 2024
Reduced 18.3%
|