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 636 institutions that hold shares in the stock, with a total of 34.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
5,974
shares
|
$366,325
0.03% of portfolio
|
Q1 2025
Reduced 20.52%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
5,967
shares
|
$365,896
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
5,964
shares
|
$365,712
0.03% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,915
shares
|
$362,707
0.01% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
5,900
shares
|
$361,788
0.03% of portfolio
|
Q4 2024
Reduced 26.25%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
5,867
shares
|
$359,764
0.46% of portfolio
|
Q1 2025
Reduced 59.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,843
shares
|
$358,292
0.01% of portfolio
|
Q4 2024
Added 35.38%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
5,801
shares
|
$355,717
0.32% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
5,800
shares
|
$355,656
0.0% of portfolio
|
Q1 2025
Reduced 34.26%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
5,793
shares
|
$355,226
0.17% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
5,676
shares
|
$348,052
0.13% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
5,630
shares
|
$345,231
0.04% of portfolio
|
Q1 2025
Reduced 23.63%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,623
shares
|
$344,802
0.05% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,570
shares
|
$341,552
0.0% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
5,568
shares
|
$341,429
0.08% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
5,492
shares
|
$336,769
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
5,460
shares
|
$334,807
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,428
shares
|
$332,844
0.02% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,401
shares
|
$331,189
0.44% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
5,349
shares
|
$328,000
0.03% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,326
shares
|
$326,590
0.01% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
5,296
shares
|
$324,750
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
5,294
shares
|
$324,628
0.01% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
5,184
shares
|
$317,882
0.06% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,184
shares
|
$317,882
0.01% of portfolio
|
Q1 2025
Reduced 0.54%
|