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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
174
shares
|
$10,841
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
166
shares
|
$10,343
0.0% of portfolio
|
Q2 2024
Reduced 69.2%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
154
shares
|
$9,595
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
151
shares
|
$9,408
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
150
shares
|
$9,346
0.0% of portfolio
|
Q4 2025
Reduced 80.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
150
shares
|
$9,346
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
135
shares
|
$8,411
0.0% of portfolio
|
Q3 2025
Reduced 55.0%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
126
shares
|
$7,851
0.0% of portfolio
|
Q3 2025
Reduced 39.13%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
125
shares
|
$7,788
0.0% of portfolio
|
Q4 2024
Reduced 52.65%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
120
shares
|
$7,477
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
120
shares
|
$7,477
0.01% of portfolio
|
Q3 2022
Reduced 4.17%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
120
shares
|
$7,477
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
120
shares
|
$7,477
0.0% of portfolio
|
Q4 2023
Reduced 62.5%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
105
shares
|
$6,542
0.0% of portfolio
|
Q3 2024
Added 26.51%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
102
shares
|
$6,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
102
shares
|
$6,355
0.0% of portfolio
|
Q4 2023
Reduced 73.37%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
100
shares
|
$6,231
0.0% of portfolio
|
Q1 2024
Reduced 76.64%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
100
shares
|
$6,231
0.0% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
100
shares
|
$6,231
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
68
shares
|
$4,237
0.0% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
65
shares
|
$4,050
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
63
shares
|
$3,925
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
62
shares
|
$3,863
0.0% of portfolio
|
Q4 2025
Added 3.33%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
61
shares
|
$3,800
0.0% of portfolio
|
Q3 2025
Reduced 89.18%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
61
shares
|
$3,800
0.0% of portfolio
|
Q2 2025
Added 74.29%
|
|