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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
39,821
shares
|
$2.44 Million
0.01% of portfolio
|
Q1 2025
Added 20.05%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
38,450
shares
|
$2.36 Million
2.09% of portfolio
|
Q3 2023
Reduced 0.76%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
38,134
shares
|
$2.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
37,479
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Added 26.88%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
37,151
shares
|
$2.28 Million
1.81% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
36,701
shares
|
$2.25 Million
0.06% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
35,976
shares
|
$2.21 Million
0.17% of portfolio
|
Q1 2025
Added 44.63%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
35,689
shares
|
$2.19 Million
1.03% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
35,238
shares
|
$2.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
35,025
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
34,705
shares
|
$2.13 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
34,100
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
33,521
shares
|
$2.06 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
33,504
shares
|
$2.05 Million
0.18% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
33,484
shares
|
$2.05 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
33,032
shares
|
$2.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
32,791
shares
|
$2.01 Million
1.33% of portfolio
|
Q3 2023
Added 12.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
32,524
shares
|
$1.99 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
32,172
shares
|
$1.97 Million
0.09% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
31,422
shares
|
$1.93 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
31,084
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.63%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
31,058
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.34%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
30,512
shares
|
$1.87 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,497
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
30,274
shares
|
$1.86 Million
0.88% of portfolio
|
Q2 2023
Reduced 1.84%
|