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 |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
152
shares
|
$9,176
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
139
shares
|
$8,391
0.0% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
138
shares
|
$8,331
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
126
shares
|
$7,606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
120
shares
|
$7,244
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
120
shares
|
$7,244
0.01% of portfolio
|
Q3 2022
Reduced 4.17%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
120
shares
|
$7,244
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
120
shares
|
$7,244
0.0% of portfolio
|
Q4 2023
Reduced 62.5%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
105
shares
|
$6,338
0.0% of portfolio
|
Q3 2024
Added 26.51%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
102
shares
|
$6,157
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
102
shares
|
$6,157
0.0% of portfolio
|
Q4 2023
Reduced 73.37%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$6,037
0.0% of portfolio
|
Q1 2024
Reduced 76.64%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
100
shares
|
$6,037
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
92
shares
|
$5,554
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
90
shares
|
$5,433
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
83
shares
|
$5,010
0.0% of portfolio
|
Q3 2024
Added 76.6%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
81
shares
|
$4,889
0.0% of portfolio
|
Q4 2022
Added 1.25%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
77
shares
|
$4,648
0.0% of portfolio
|
Q3 2024
Reduced 49.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
65
shares
|
$3,924
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
65
shares
|
$3,924
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
59
shares
|
$3,561
0.0% of portfolio
|
Q1 2024
Reduced 6.35%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
58
shares
|
$3,501
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
55
shares
|
$3,320
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
54
shares
|
$3,259
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
52
shares
|
$3,139
0.0% of portfolio
|
Q2 2024
Reduced 85.56%
|