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 632 institutions that hold shares in the stock, with a total of 41.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gimbal Financial
Carmel, IN |
May 01, 2024 Q1 2024 |
130,768
shares
|
$7.33 Million
6.27% of portfolio
|
Q1 2024
Added 291.33%
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
May 20, 2024 Q1 2024 |
128,334
shares
|
$7.19 Million
0.84% of portfolio
|
Q1 2024
Added 10.77%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
127,223
shares
|
$7.13 Million
0.01% of portfolio
|
Q1 2024
Added 0.6%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
121,734
shares
|
$6.82 Million
0.02% of portfolio
|
Q1 2024
Added 3.45%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
120,147
shares
|
$6.73 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
119,317
shares
|
$6.69 Million
1.86% of portfolio
|
Q4 2022
Reduced 1.7%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
116,112
shares
|
$6.51 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
114,143
shares
|
$6.4 Million
0.16% of portfolio
|
Q1 2024
Reduced 10.65%
|
|
Fifth Third Securities, Inc.
|
Apr 17, 2024 Q1 2024 |
113,286
shares
|
$6.35 Million
0.65% of portfolio
|
Q1 2024
Added 19.86%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
112,723
shares
|
$6.32 Million
0.18% of portfolio
|
Q1 2024
Added 300.78%
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
111,453
shares
|
$6.25 Million
3.63% of portfolio
|
Q3 2023
Reduced 42.07%
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
111,132
shares
|
$6.23 Million
0.0% of portfolio
|
Q1 2024
Reduced 47.18%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 10, 2024 Q1 2024 |
110,478
shares
|
$6.19 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
Safeguard Investment Advisory Group, LLC
|
May 13, 2024 Q1 2024 |
110,478
shares
|
$6.19 Million
2.2% of portfolio
|
Q1 2024
Added 5.37%
|
|
Riggs Asset Managment Co. Inc.
|
May 03, 2024 Q1 2024 |
108,597
shares
|
$6.09 Million
1.86% of portfolio
|
Q1 2024
New holding
|
|
Cumberland Advisors Inc
|
Apr 15, 2024 Q1 2024 |
106,770
shares
|
$5.98 Million
2.33% of portfolio
|
Q1 2024
New holding
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
106,411
shares
|
$5.96 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
Yarbrough Capital, LLC
|
Apr 10, 2024 Q1 2024 |
104,660
shares
|
$5.87 Million
0.27% of portfolio
|
Q2 2023
Reduced 7.98%
|
|
Segment Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
104,518
shares
|
$5.86 Million
0.47% of portfolio
|
Q1 2024
Added 1.37%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
104,322
shares
|
$5.85 Million
2.82% of portfolio
|
Q1 2023
Reduced 18.74%
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 13, 2024 Q1 2024 |
103,605
shares
|
$5.81 Million
3.82% of portfolio
|
Q1 2024
Reduced 2.07%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
102,562
shares
|
$5.75 Million
0.02% of portfolio
|
Q1 2024
Added 1.5%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
101,995
shares
|
$5.72 Million
0.28% of portfolio
|
Q1 2024
Reduced 8.9%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
101,793
shares
|
$5.7 Million
0.33% of portfolio
|
Q1 2024
Added 1.71%
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2024 Q1 2024 |
100,890
shares
|
$5.65 Million
1.32% of portfolio
|
Q1 2024
New holding
|