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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
688
shares
|
$43,660
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
685
shares
|
$43,470
0.03% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
666
shares
|
$42,264
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
666
shares
|
$42,264
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
659
shares
|
$41,820
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
646
shares
|
$40,995
0.0% of portfolio
|
Q3 2024
Reduced 41.06%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
633
shares
|
$40,170
0.0% of portfolio
|
Q2 2024
Reduced 30.82%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
633
shares
|
$40,170
0.0% of portfolio
|
Q2 2024
Reduced 24.1%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
630
shares
|
$39,979
0.01% of portfolio
|
Q4 2023
Reduced 6.8%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
628
shares
|
$39,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
612
shares
|
$38,837
0.02% of portfolio
|
Q4 2023
Reduced 31.54%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
600
shares
|
$38,076
0.01% of portfolio
|
Q2 2023
Reduced 26.83%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
600
shares
|
$38,076
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
590
shares
|
$37,441
0.03% of portfolio
|
Q4 2023
Reduced 80.97%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
566
shares
|
$35,918
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
566
shares
|
$35,918
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
518
shares
|
$32,872
0.0% of portfolio
|
Q4 2024
Reduced 70.13%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
516
shares
|
$32,745
0.0% of portfolio
|
Q2 2024
Added 91.11%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
507
shares
|
$32,174
0.01% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
480
shares
|
$30,460
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
450
shares
|
$28,557
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
450
shares
|
$28,557
0.01% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
413
shares
|
$26,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
390
shares
|
$24,749
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
375
shares
|
$23,797
0.02% of portfolio
|
Q4 2024
New holding
|