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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
196,597
shares
|
$11.9 Million
0.54% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
196,493
shares
|
$11.9 Million
0.01% of portfolio
|
Q3 2024
Added 31.71%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
193,649
shares
|
$11.7 Million
4.4% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
186,757
shares
|
$11.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
181,143
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.69%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
178,096
shares
|
$10.8 Million
1.63% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
161,352
shares
|
$9.74 Million
0.28% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
158,662
shares
|
$9.58 Million
0.09% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
152,699
shares
|
$9.22 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
151,941
shares
|
$9.17 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
149,476
shares
|
$9.02 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.26%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
138,767
shares
|
$8.38 Million
0.87% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
138,657
shares
|
$8.37 Million
0.93% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
132,962
shares
|
$8.03 Million
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
131,459
shares
|
$7.94 Million
1.1% of portfolio
|
Q3 2024
Added 21.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
130,666
shares
|
$7.89 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
129,786
shares
|
$7.84 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
127,437
shares
|
$7.69 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
126,481
shares
|
$7.64 Million
0.19% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
125,926
shares
|
$7.6 Million
0.57% of portfolio
|
Q3 2024
Added 463.23%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
124,133
shares
|
$7.49 Million
2.1% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
123,244
shares
|
$7.44 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
120,363
shares
|
$7.27 Million
0.16% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
119,317
shares
|
$7.2 Million
1.86% of portfolio
|
Q4 2022
Reduced 1.7%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
119,315
shares
|
$7.2 Million
0.02% of portfolio
|
Q3 2024
Added 0.5%
|