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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
23,127
shares
|
$1.42 Million
0.14% of portfolio
|
Q4 2023
Added 25.0%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
23,116
shares
|
$1.42 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,035
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
22,706
shares
|
$1.39 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
22,528
shares
|
$1.38 Million
0.82% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
22,385
shares
|
$1.37 Million
0.61% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
22,243
shares
|
$1.36 Million
0.45% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
21,877
shares
|
$1.34 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
21,635
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
21,583
shares
|
$1.32 Million
0.4% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
21,241
shares
|
$1.3 Million
0.38% of portfolio
|
Q1 2025
Reduced 18.56%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
21,000
shares
|
$1.29 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
20,626
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
20,452
shares
|
$1.25 Million
0.18% of portfolio
|
Q1 2025
Reduced 33.03%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
20,426
shares
|
$1.25 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
May 13, 2025 Q1 2025 |
20,369
shares
|
$1.25 Million
0.51% of portfolio
|
Q1 2025
Reduced 31.23%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
20,320
shares
|
$1.25 Million
0.31% of portfolio
|
Q4 2024
Reduced 48.73%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,092
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
20,038
shares
|
$1.23 Million
0.36% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
19,670
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
19,512
shares
|
$1.2 Million
0.71% of portfolio
|
Q3 2023
Added 1.82%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,398
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2022
Reduced 2.44%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,988
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Added 183.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
18,704
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
18,644
shares
|
$1.14 Million
0.87% of portfolio
|
Q1 2025
Added 0.02%
|