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 $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,487
shares
|
$210,510
0.01% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,472
shares
|
$209,604
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,466
shares
|
$209,242
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
3,425
shares
|
$206,767
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,420
shares
|
$206,465
0.03% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
3,417
shares
|
$206,284
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
3,400
shares
|
$205,258
0.05% of portfolio
|
Q2 2022
Added 122.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
3,386
shares
|
$204,412
0.0% of portfolio
|
Q3 2024
Reduced 42.03%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,348
shares
|
$202,118
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
3,311
shares
|
$199,885
0.01% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
3,294
shares
|
$198,858
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
3,080
shares
|
$185,939
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,050
shares
|
$184,128
0.07% of portfolio
|
Q3 2024
Added 306.67%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
3,024
shares
|
$182,558
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
2,910
shares
|
$175,676
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
2,843
shares
|
$171,631
0.0% of portfolio
|
Q2 2024
Reduced 99.19%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
2,833
shares
|
$171,028
0.04% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,700
shares
|
$162,999
0.03% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,585
shares
|
$156,056
0.0% of portfolio
|
Q1 2023
Reduced 8.11%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,470
shares
|
$149,113
0.01% of portfolio
|
Q4 2023
Added 54.37%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
2,411
shares
|
$145,552
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
2,403
shares
|
$145,069
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
2,386
shares
|
$144,042
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,231
shares
|
$134,685
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
2,202
shares
|
$132,934
0.07% of portfolio
|
Q4 2023
New holding
|