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 |
---|---|---|---|---|---|
Northstar Asset Management LLC
|
Apr 26, 2024 Q1 2024 |
68,000
shares
|
$3.81 Million
1.01% of portfolio
|
Q1 2024
Reduced 2.86%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
65,527
shares
|
$3.67 Million
0.03% of portfolio
|
Q1 2024
Reduced 14.52%
|
|
Seaview Investment Managers LLC
|
May 10, 2024 Q1 2024 |
64,803
shares
|
$3.63 Million
1.14% of portfolio
|
Q1 2024
Added 48.08%
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
64,078
shares
|
$3.59 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.33%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
61,056
shares
|
$3.42 Million
0.34% of portfolio
|
Q1 2024
Added 1.37%
|
|
Hallmark Capital Management Inc
|
May 03, 2024 Q1 2024 |
57,732
shares
|
$3.24 Million
0.26% of portfolio
|
Q1 2024
Added 0.22%
|
|
Diversified, LLC
|
May 02, 2024 Q1 2024 |
57,144
shares
|
$3.2 Million
0.49% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
56,532
shares
|
$3.17 Million
0.14% of portfolio
|
Q1 2024
Added 47.19%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
55,507
shares
|
$3.11 Million
0.49% of portfolio
|
Q1 2024
Reduced 14.01%
|
|
Somerset Group LLC
Wayzata, MN |
May 10, 2024 Q1 2024 |
54,095
shares
|
$3.03 Million
3.02% of portfolio
|
Q1 2024
Reduced 17.09%
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
53,493
shares
|
$3 Million
1.13% of portfolio
|
Q1 2024
New holding
|
|
Madden Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
53,283
shares
|
$2.99 Million
1.65% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
52,813
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2024
Added 5.03%
|
|
Prestige Wealth Management Group LLC
|
Apr 26, 2024 Q1 2024 |
52,585
shares
|
$2.95 Million
0.69% of portfolio
|
Q4 2023
Added 0.89%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
51,710
shares
|
$2.9 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
51,556
shares
|
$2.89 Million
0.07% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
50,899
shares
|
$2.85 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.43%
|
|
Mathes Company, Inc.
|
May 02, 2024 Q1 2024 |
50,700
shares
|
$2.84 Million
1.11% of portfolio
|
Q3 2023
Reduced 1.17%
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
48,706
shares
|
$2.73 Million
0.34% of portfolio
|
Q2 2022
Reduced 0.81%
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 22, 2024 Q1 2024 |
48,355
shares
|
$2.71 Million
1.9% of portfolio
|
Q1 2024
Added 1.46%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
48,270
shares
|
$2.71 Million
0.13% of portfolio
|
Q1 2024
Reduced 13.12%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
48,212
shares
|
$2.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 10.34%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
47,899
shares
|
$2.68 Million
1.07% of portfolio
|
Q1 2024
Reduced 7.89%
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 15, 2024 Q1 2024 |
46,054
shares
|
$2.58 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 07, 2024 Q1 2024 |
45,522
shares
|
$2.55 Million
2.4% of portfolio
|
Q1 2024
Added 4.01%
|