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 620 institutions that hold shares in the stock, with a total of 36.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
22,586
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
22,570
shares
|
$1.36 Million
0.79% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
21,639
shares
|
$1.31 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.26%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
21,531
shares
|
$1.3 Million
0.38% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
21,458
shares
|
$1.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
21,404
shares
|
$1.29 Million
0.57% of portfolio
|
Q3 2024
Added 154.39%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
20,373
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,189
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
20,162
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
20,098
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
19,786
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
19,757
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
19,727
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
19,512
shares
|
$1.18 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
|
$1.17 Million
0.04% of portfolio
|
Q3 2022
Reduced 2.44%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
19,163
shares
|
$1.16 Million
1.56% of portfolio
|
Q4 2023
Added 3.7%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
18,988
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
18,977
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
18,598
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
18,562
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
18,368
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
18,310
shares
|
$1.11 Million
0.38% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
18,239
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
18,212
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 29.2%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
18,129
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Added 40.22%
|