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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
18,556
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
18,310
shares
|
$1.12 Million
0.38% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
18,283
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 34.65%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
18,100
shares
|
$1.11 Million
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
18,029
shares
|
$1.11 Million
1.07% of portfolio
|
Q1 2025
Reduced 55.84%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
17,885
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
17,780
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
16,883
shares
|
$1.04 Million
0.55% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
16,570
shares
|
$1.02 Million
0.41% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
16,480
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
16,421
shares
|
$1.01 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
16,411
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2025
Added 34.36%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
16,222
shares
|
$994,733
0.06% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,164
shares
|
$991,176
0.03% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
16,161
shares
|
$990,992
0.08% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
16,130
shares
|
$989,091
0.01% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
16,000
shares
|
$981,120
0.64% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
15,257
shares
|
$935,559
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,250
shares
|
$935,130
0.03% of portfolio
|
Q2 2020
Added 13.31%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
15,243
shares
|
$934,700
1.62% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
15,200
shares
|
$932,064
0.17% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
15,070
shares
|
$924,092
0.02% of portfolio
|
Q1 2025
Added 15.62%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
14,922
shares
|
$915,017
0.24% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,863
shares
|
$911,399
0.01% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
14,775
shares
|
$906,003
0.1% of portfolio
|
Q3 2024
Added 180.09%
|