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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,681
shares
|
$360,516
0.03% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
5,676
shares
|
$360,198
0.13% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,653
shares
|
$358,739
0.02% of portfolio
|
Q4 2024
Reduced 60.86%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,623
shares
|
$356,835
0.05% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
5,568
shares
|
$353,345
0.07% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
5,460
shares
|
$346,491
0.01% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
5,413
shares
|
$343,508
0.05% of portfolio
|
Q4 2024
Reduced 8.21%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,401
shares
|
$342,747
0.44% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,362
shares
|
$340,272
0.0% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
5,295
shares
|
$336,020
0.04% of portfolio
|
Q4 2024
Reduced 21.99%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,219
shares
|
$331,197
0.05% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,212
shares
|
$330,753
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
5,181
shares
|
$328,786
0.02% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,118
shares
|
$324,788
0.1% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
5,096
shares
|
$323,392
0.05% of portfolio
|
Q3 2024
Reduced 12.23%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,067
shares
|
$321,551
0.01% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
5,030
shares
|
$319,203
0.07% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,965
shares
|
$315,078
0.01% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
4,949
shares
|
$314,063
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
4,940
shares
|
$313,492
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,918
shares
|
$312,096
0.03% of portfolio
|
Q4 2024
Reduced 19.3%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
4,878
shares
|
$309,557
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,874
shares
|
$309,304
0.0% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,800
shares
|
$304,608
0.02% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
4,800
shares
|
$304,608
0.13% of portfolio
|
Q2 2024
Reduced 5.88%
|