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 634 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
53,778
shares
|
$3.36 Million
3.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
53,518
shares
|
$3.34 Million
0.76% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
53,493
shares
|
$3.34 Million
1.13% of portfolio
|
Q1 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
53,295
shares
|
$3.33 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
52,093
shares
|
$3.26 Million
0.04% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
51,710
shares
|
$3.23 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
51,359
shares
|
$3.21 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
51,105
shares
|
$3.19 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
50,389
shares
|
$3.15 Million
0.15% of portfolio
|
Q2 2025
Reduced 33.47%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
49,011
shares
|
$3.06 Million
1.1% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
48,706
shares
|
$3.04 Million
0.34% of portfolio
|
Q2 2022
Reduced 0.81%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
48,593
shares
|
$3.04 Million
0.1% of portfolio
|
Q1 2025
Added 626.57%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
47,698
shares
|
$2.98 Million
0.03% of portfolio
|
Q1 2025
Added 449.58%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
47,400
shares
|
$2.96 Million
1.69% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
46,857
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
45,547
shares
|
$2.85 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
43,934
shares
|
$2.75 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
42,327
shares
|
$2.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
42,125
shares
|
$2.63 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
41,258
shares
|
$2.58 Million
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
40,003
shares
|
$2.5 Million
0.01% of portfolio
|
Q1 2025
Added 115.09%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
39,889
shares
|
$2.49 Million
1.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
39,821
shares
|
$2.49 Million
0.01% of portfolio
|
Q1 2025
Added 20.05%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
38,450
shares
|
$2.4 Million
2.09% of portfolio
|
Q3 2023
Reduced 0.76%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
38,134
shares
|
$2.38 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.04%
|