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 634 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
5,070
shares
|
$316,824
0.01% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
5,030
shares
|
$314,324
0.07% of portfolio
|
Q1 2025
Reduced 35.88%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
5,002
shares
|
$312,574
0.07% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
4,990
shares
|
$311,825
0.22% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
4,949
shares
|
$309,263
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
4,949
shares
|
$309,263
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
4,944
shares
|
$308,950
0.08% of portfolio
|
Q1 2025
Reduced 89.6%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
4,879
shares
|
$304,888
0.0% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
4,878
shares
|
$304,826
0.01% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,876
shares
|
$304,701
0.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
4,874
shares
|
$304,576
0.0% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
4,815
shares
|
$300,889
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
4,800
shares
|
$299,952
0.02% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
4,797
shares
|
$299,764
0.16% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
4,716
shares
|
$294,702
0.06% of portfolio
|
Q1 2025
Reduced 28.59%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
4,635
shares
|
$289,641
0.02% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,627
shares
|
$289,141
0.0% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,560
shares
|
$284,954
0.02% of portfolio
|
Q4 2023
Reduced 42.59%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
4,500
shares
|
$281,205
0.16% of portfolio
|
Q1 2025
Added 650.0%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
4,424
shares
|
$276,455
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,417
shares
|
$276,018
0.01% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
4,368
shares
|
$272,956
0.06% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
4,342
shares
|
$271,331
0.03% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
4,321
shares
|
$270,019
0.04% of portfolio
|
Q1 2025
Reduced 20.17%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
4,308
shares
|
$269,206
0.1% of portfolio
|
Q1 2025
Reduced 15.83%
|