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 |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,642
shares
|
$276,523
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
4,620
shares
|
$275,213
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
4,565
shares
|
$271,937
0.14% of portfolio
|
Q3 2024
Reduced 48.87%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,560
shares
|
$271,639
0.02% of portfolio
|
Q4 2023
Reduced 42.59%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
4,505
shares
|
$268,362
0.0% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
4,494
shares
|
$267,707
0.06% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
4,424
shares
|
$263,537
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
4,355
shares
|
$259,427
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,348
shares
|
$259,010
0.01% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,342
shares
|
$258,652
0.03% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,320
shares
|
$257,342
0.01% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,316
shares
|
$257,104
0.01% of portfolio
|
Q3 2024
Reduced 25.57%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
4,293
shares
|
$255,734
0.01% of portfolio
|
Q2 2024
Reduced 19.68%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,254
shares
|
$253,410
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,254
shares
|
$253,410
0.05% of portfolio
|
Q4 2022
Reduced 4.87%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
4,250
shares
|
$253,172
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,191
shares
|
$249,657
0.01% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,187
shares
|
$249,419
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,164
shares
|
$248,049
0.06% of portfolio
|
Q3 2024
Reduced 32.56%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
4,139
shares
|
$246,560
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,047
shares
|
$241,079
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
4,002
shares
|
$238,399
0.02% of portfolio
|
Q4 2023
Reduced 15.78%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
4,000
shares
|
$238,280
0.0% of portfolio
|
Q3 2024
Reduced 98.96%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
4,000
shares
|
$238,280
0.05% of portfolio
|
Q2 2024
Reduced 18.95%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
4,000
shares
|
$238,280
0.37% of portfolio
|
Q1 2024
Added 3.09%
|