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 616 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
4,127
shares
|
$257,153
0.01% of portfolio
|
Q4 2025
Reduced 3.98%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,047
shares
|
$252,168
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
3,948
shares
|
$245,999
0.0% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
3,925
shares
|
$244,566
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
3,902
shares
|
$243,133
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
3,876
shares
|
$241,513
0.04% of portfolio
|
Q2 2025
Reduced 17.81%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3,835
shares
|
$238,958
0.07% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
3,741
shares
|
$233,101
0.01% of portfolio
|
Q4 2025
Reduced 21.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,699
shares
|
$230,484
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
3,695
shares
|
$230,235
0.01% of portfolio
|
Q3 2025
Reduced 16.5%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
3,693
shares
|
$230,110
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,680
shares
|
$229,300
0.01% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
3,628
shares
|
$226,060
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
3,576
shares
|
$222,820
0.04% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
3,555
shares
|
$221,512
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
3,554
shares
|
$221,449
0.12% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
3,536
shares
|
$220,328
0.02% of portfolio
|
Q3 2025
Reduced 18.56%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
3,534
shares
|
$220,203
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,525
shares
|
$219,642
0.05% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
3,523
shares
|
$219,518
0.02% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,487
shares
|
$217,274
0.06% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
3,479
shares
|
$216,776
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,468
shares
|
$216,091
0.25% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
3,445
shares
|
$214,657
0.04% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,440
shares
|
$214,346
0.07% of portfolio
|
Q4 2024
Reduced 32.51%
|
|