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 639 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,774
shares
|
$429,878
0.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
6,731
shares
|
$427,149
0.05% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,715
shares
|
$426,133
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
6,692
shares
|
$424,674
0.02% of portfolio
|
Q4 2024
Reduced 54.36%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
6,688
shares
|
$424,420
0.01% of portfolio
|
Q4 2023
Reduced 2.55%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
6,648
shares
|
$421,882
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
6,630
shares
|
$420,739
0.02% of portfolio
|
Q1 2023
Reduced 0.72%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
6,604
shares
|
$419,089
0.07% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,386
shares
|
$405,255
0.0% of portfolio
|
Q2 2023
Added 23.47%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
6,360
shares
|
$403,605
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
6,312
shares
|
$400,559
0.05% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
6,268
shares
|
$397,767
0.02% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,244
shares
|
$396,244
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,240
shares
|
$395,990
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
6,160
shares
|
$390,913
0.18% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Feb 06, 2025 Q4 2024 |
6,000
shares
|
$380,760
0.06% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
5,991
shares
|
$380,188
0.23% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,972
shares
|
$378,983
0.01% of portfolio
|
Q4 2024
Added 37.35%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
5,907
shares
|
$374,858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
5,900
shares
|
$374,414
0.03% of portfolio
|
Q4 2024
Reduced 26.25%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,843
shares
|
$370,796
0.01% of portfolio
|
Q4 2024
Added 35.38%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
5,797
shares
|
$367,877
0.01% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
5,769
shares
|
$366,100
0.03% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,702
shares
|
$361,848
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
5,695
shares
|
$361,404
0.03% of portfolio
|
Q4 2024
Added 11.01%
|