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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
678
shares
|
$40,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
666
shares
|
$40,206
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
659
shares
|
$39,783
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
646
shares
|
$38,999
0.0% of portfolio
|
Q3 2024
Reduced 41.06%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
633
shares
|
$38,214
0.0% of portfolio
|
Q2 2024
Reduced 24.1%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
633
shares
|
$38,214
0.01% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
633
shares
|
$38,214
0.0% of portfolio
|
Q2 2024
Reduced 30.82%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
630
shares
|
$38,033
0.01% of portfolio
|
Q4 2023
Reduced 6.8%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
612
shares
|
$36,946
0.02% of portfolio
|
Q4 2023
Reduced 31.54%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
600
shares
|
$36,222
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
600
shares
|
$36,222
0.02% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
600
shares
|
$36,222
0.01% of portfolio
|
Q2 2023
Reduced 26.83%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
590
shares
|
$35,618
0.03% of portfolio
|
Q4 2023
Reduced 80.97%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
555
shares
|
$33,505
0.01% of portfolio
|
Q3 2024
Reduced 65.44%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
529
shares
|
$31,935
0.0% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
516
shares
|
$31,150
0.0% of portfolio
|
Q2 2024
Added 91.11%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
451
shares
|
$27,226
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
450
shares
|
$27,166
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
450
shares
|
$27,166
0.01% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
414
shares
|
$24,993
0.01% of portfolio
|
Q1 2024
Added 56.82%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
390
shares
|
$23,544
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
366
shares
|
$22,095
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
361
shares
|
$21,793
0.0% of portfolio
|
Q4 2021
Added 0.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
356
shares
|
$21,491
0.0% of portfolio
|
Q1 2024
Reduced 45.73%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
336
shares
|
$20,284
0.0% of portfolio
|
Q3 2021
Added 500.0%
|