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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
640
shares
|
$39,878
0.0% of portfolio
|
Q2 2025
Reduced 31.91%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
633
shares
|
$39,442
0.0% of portfolio
|
Q2 2024
Reduced 24.1%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
630
shares
|
$39,255
0.01% of portfolio
|
Q4 2023
Reduced 6.8%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
622
shares
|
$38,756
0.01% of portfolio
|
Q3 2025
Added 108.72%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
612
shares
|
$38,133
0.02% of portfolio
|
Q4 2023
Reduced 31.54%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
610
shares
|
$38,009
0.01% of portfolio
|
Q1 2025
Reduced 56.55%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
600
shares
|
$37,386
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
600
shares
|
$37,386
0.01% of portfolio
|
Q2 2023
Reduced 26.83%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
590
shares
|
$36,762
0.03% of portfolio
|
Q4 2023
Reduced 80.97%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
573
shares
|
$35,703
0.01% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
564
shares
|
$35,142
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
519
shares
|
$32,338
0.02% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
516
shares
|
$32,151
0.0% of portfolio
|
Q1 2025
Reduced 98.34%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
469
shares
|
$29,223
0.01% of portfolio
|
Q3 2025
Added 139.29%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
460
shares
|
$28,662
0.0% of portfolio
|
Q3 2025
Reduced 39.63%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
459
shares
|
$28,600
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
456
shares
|
$28,413
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
450
shares
|
$28,039
0.01% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
450
shares
|
$28,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
450
shares
|
$28,039
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
420
shares
|
$26,170
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
420
shares
|
$26,170
0.0% of portfolio
|
Q3 2025
Added 740.0%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
416
shares
|
$25,920
0.0% of portfolio
|
Q4 2025
Added 1.46%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
405
shares
|
$25,235
0.0% of portfolio
|
Q3 2025
Reduced 34.99%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
390
shares
|
$24,300
0.0% of portfolio
|
Q4 2023
New holding
|
|