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 |
|---|---|---|---|---|---|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
570
shares
|
$34,952
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
566
shares
|
$34,707
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
564
shares
|
$34,584
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
560
shares
|
$34,339
0.02% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
507
shares
|
$31,089
0.01% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
450
shares
|
$27,594
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
450
shares
|
$27,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
450
shares
|
$27,594
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
450
shares
|
$27,594
0.02% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
426
shares
|
$26,122
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
408
shares
|
$25,018
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
390
shares
|
$23,914
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
375
shares
|
$22,995
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
373
shares
|
$22,872
0.0% of portfolio
|
Q4 2024
Reduced 51.05%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
366
shares
|
$22,443
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
362
shares
|
$22,197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
361
shares
|
$22,136
0.0% of portfolio
|
Q4 2021
Added 0.28%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
360
shares
|
$22,075
0.0% of portfolio
|
Q4 2024
Reduced 52.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
356
shares
|
$21,829
0.0% of portfolio
|
Q1 2024
Reduced 45.73%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
336
shares
|
$20,603
0.0% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
336
shares
|
$20,603
0.01% of portfolio
|
Q2 2023
Added 19.15%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
333
shares
|
$20,419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
318
shares
|
$19,499
0.0% of portfolio
|
Q2 2024
Reduced 24.29%
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
315
shares
|
$19,315
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
300
shares
|
$18,396
0.0% of portfolio
|
Q3 2024
New holding
|