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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,286
shares
|
$267,832
0.04% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
4,264
shares
|
$266,457
0.04% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,254
shares
|
$265,832
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,254
shares
|
$265,832
0.05% of portfolio
|
Q4 2022
Reduced 4.87%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
4,225
shares
|
$264,020
0.01% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
4,200
shares
|
$262,458
0.11% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,191
shares
|
$261,895
0.01% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,187
shares
|
$261,645
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
4,069
shares
|
$254,271
0.2% of portfolio
|
Q4 2024
Added 68.77%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
4,055
shares
|
$253,396
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,047
shares
|
$252,897
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
La Fleur & Godfrey LLC
|
Apr 23, 2025 Q1 2025 |
4,041
shares
|
$252,522
0.03% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,001
shares
|
$250,022
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
3,969
shares
|
$248,022
0.0% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,960
shares
|
$247,460
0.08% of portfolio
|
Q3 2024
Added 1275.0%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
3,945
shares
|
$246,523
0.18% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
3,923
shares
|
$245,148
0.04% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
3,861
shares
|
$241,273
0.05% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
3,854
shares
|
$240,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,822
shares
|
$238,836
0.32% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
3,775
shares
|
$235,899
0.05% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,740
shares
|
$233,712
0.09% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
3,694
shares
|
$230,838
0.11% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,654
shares
|
$228,338
0.04% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
3,639
shares
|
$227,401
0.01% of portfolio
|
Q1 2025
Reduced 6.79%
|