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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,146
shares
|
$136,185
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,075
shares
|
$131,679
0.07% of portfolio
|
Q2 2023
Reduced 5.94%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,070
shares
|
$131,362
0.01% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,981
shares
|
$125,714
0.0% of portfolio
|
Q4 2024
Added 114.39%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
1,961
shares
|
$124,445
0.0% of portfolio
|
Q4 2024
Reduced 31.02%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,929
shares
|
$122,414
0.02% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,906
shares
|
$120,954
0.01% of portfolio
|
Q4 2024
Added 122.14%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,865
shares
|
$118,352
0.01% of portfolio
|
Q4 2022
Added 210.83%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,806
shares
|
$114,608
0.0% of portfolio
|
Q3 2023
Added 186.67%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
1,700
shares
|
$107,882
0.03% of portfolio
|
Q4 2023
Added 240.0%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,690
shares
|
$107,247
0.06% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
1,585
shares
|
$100,584
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,554
shares
|
$98,616
0.0% of portfolio
|
Q3 2022
Reduced 11.4%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,500
shares
|
$95,190
0.12% of portfolio
|
Q3 2022
Added 4.24%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,496
shares
|
$94,936
0.0% of portfolio
|
Q4 2024
Added 414.09%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,453
shares
|
$92,207
0.0% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,450
shares
|
$92,017
0.03% of portfolio
|
Q4 2024
Reduced 52.46%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,446
shares
|
$91,763
0.03% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,404
shares
|
$89,097
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,401
shares
|
$88,907
0.03% of portfolio
|
Q4 2023
Reduced 51.84%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,373
shares
|
$87,130
0.0% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
1,330
shares
|
$84,401
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,297
shares
|
$82,307
0.01% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,290
shares
|
$81,863
0.03% of portfolio
|
Q4 2024
Reduced 39.44%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,236
shares
|
$78,436
0.0% of portfolio
|
Q2 2024
Reduced 17.98%
|