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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
3,436
shares
|
$214,097
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,429
shares
|
$213,660
0.02% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,427
shares
|
$213,536
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
3,402
shares
|
$211,978
0.02% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
3,402
shares
|
$211,978
0.02% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
3,400
shares
|
$211,854
0.04% of portfolio
|
Q2 2022
Added 122.22%
|
|
|
Martin Capital Advisors, LLP
|
Oct 15, 2025 Q3 2025 |
3,353
shares
|
$208,925
0.13% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
3,342
shares
|
$208,240
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
3,299
shares
|
$205,560
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,277
shares
|
$204,189
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
3,268
shares
|
$203,629
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,210
shares
|
$200,015
0.0% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
3,024
shares
|
$188,425
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,785
shares
|
$173,533
0.0% of portfolio
|
Q3 2025
Reduced 20.54%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
2,742
shares
|
$170,854
0.02% of portfolio
|
Q4 2025
Added 5.06%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
2,700
shares
|
$168,237
0.02% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,585
shares
|
$161,071
0.0% of portfolio
|
Q1 2023
Reduced 8.11%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,473
shares
|
$154,092
0.0% of portfolio
|
Q3 2025
Added 4396.36%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
2,400
shares
|
$149,544
0.03% of portfolio
|
Q1 2025
Added 41.18%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,180
shares
|
$135,835
0.12% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,177
shares
|
$135,648
0.0% of portfolio
|
Q3 2025
Added 53.09%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,147
shares
|
$133,779
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
2,084
shares
|
$129,854
0.0% of portfolio
|
Q4 2025
Reduced 1.47%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,075
shares
|
$129,293
0.07% of portfolio
|
Q2 2023
Reduced 5.94%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,069
shares
|
$128,919
0.01% of portfolio
|
Q3 2025
Reduced 93.23%
|
|