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 646 institutions that hold shares in the stock, with a total of 31.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
193,499
shares
|
$11.6 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
190,871
shares
|
$11.4 Million
1.9% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
190,701
shares
|
$11.4 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
185,868
shares
|
$11.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 96.7%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
167,045
shares
|
$9.99 Million
0.31% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
165,425
shares
|
$9.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
163,241
shares
|
$9.76 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 05, 2025 Q1 2025 |
158,000
shares
|
$9.45 Million
1.57% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
151,512
shares
|
$9.06 Million
0.0% of portfolio
|
Q4 2024
Added 323.63%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
151,318
shares
|
$9.05 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
149,476
shares
|
$8.94 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.26%
|
|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
143,860
shares
|
$8.6 Million
3.93% of portfolio
|
Q1 2025
Added 44.66%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
139,562
shares
|
$8.34 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
136,212
shares
|
$8.14 Million
1.02% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
134,622
shares
|
$8.05 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
131,733
shares
|
$7.88 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
127,478
shares
|
$7.62 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
126,793
shares
|
$7.58 Million
2.03% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
119,737
shares
|
$7.16 Million
1.91% of portfolio
|
Q1 2025
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
119,317
shares
|
$7.13 Million
1.86% of portfolio
|
Q4 2022
Reduced 1.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
113,666
shares
|
$6.8 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
111,453
shares
|
$6.66 Million
3.63% of portfolio
|
Q3 2023
Reduced 42.07%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
110,506
shares
|
$6.61 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
108,207
shares
|
$6.47 Million
0.02% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
107,768
shares
|
$6.44 Million
0.71% of portfolio
|
Q1 2025
Reduced 28.81%
|