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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
30,208
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
30,107
shares
|
$1.85 Million
0.12% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
29,861
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
29,813
shares
|
$1.83 Million
0.24% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
29,491
shares
|
$1.81 Million
0.03% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Viewpoint Investment Partners Corp
|
Apr 16, 2025 Q1 2025 |
29,302
shares
|
$1.8 Million
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
28,968
shares
|
$1.78 Million
0.93% of portfolio
|
Q2 2022
Reduced 1.81%
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
28,799
shares
|
$1.77 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
28,540
shares
|
$1.75 Million
0.1% of portfolio
|
Q1 2025
Added 51.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
26,965
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
26,874
shares
|
$1.65 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
26,550
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
26,468
shares
|
$1.62 Million
0.72% of portfolio
|
Q1 2025
Added 67.4%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
26,120
shares
|
$1.6 Million
0.06% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
25,925
shares
|
$1.59 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
25,920
shares
|
$1.59 Million
0.03% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
25,751
shares
|
$1.58 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
25,104
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,039
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
25,000
shares
|
$1.53 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
24,613
shares
|
$1.51 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
24,388
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
24,235
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
24,151
shares
|
$1.48 Million
0.24% of portfolio
|
Q1 2025
Reduced 16.94%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
23,505
shares
|
$1.44 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.55%
|