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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
190,701
shares
|
$11.7 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
188,759
shares
|
$11.6 Million
4.28% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
185,884
shares
|
$11.4 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
167,045
shares
|
$10.2 Million
0.31% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
165,425
shares
|
$10.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 05, 2025 Q1 2025 |
158,000
shares
|
$9.69 Million
1.57% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
153,005
shares
|
$9.38 Million
0.09% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
151,960
shares
|
$9.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
149,476
shares
|
$9.17 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
147,359
shares
|
$9.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 37.68%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
147,066
shares
|
$9.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 87.2%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
146,390
shares
|
$8.98 Million
1.12% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
143,860
shares
|
$8.82 Million
3.93% of portfolio
|
Q1 2025
Added 44.66%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
136,025
shares
|
$8.34 Million
0.01% of portfolio
|
Q1 2025
Added 5661.33%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
134,622
shares
|
$8.26 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
132,952
shares
|
$8.15 Million
0.04% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
129,962
shares
|
$7.97 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
128,775
shares
|
$7.9 Million
0.03% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
125,540
shares
|
$7.7 Million
2.06% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
119,844
shares
|
$7.35 Million
0.0% of portfolio
|
Q1 2025
Added 71.55%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
119,737
shares
|
$7.34 Million
1.91% of portfolio
|
Q1 2025
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
119,317
shares
|
$7.32 Million
1.86% of portfolio
|
Q4 2022
Reduced 1.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
113,666
shares
|
$6.97 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
111,453
shares
|
$6.83 Million
3.63% of portfolio
|
Q3 2023
Reduced 42.07%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
110,506
shares
|
$6.78 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.61%
|