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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
208
shares
|
$13,199
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
201
shares
|
$12,755
0.0% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
200
shares
|
$12,692
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
200
shares
|
$12,692
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
193
shares
|
$12,247
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
192
shares
|
$12,184
0.0% of portfolio
|
Q4 2024
Reduced 53.62%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
189
shares
|
$11,993
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
166
shares
|
$10,534
0.01% of portfolio
|
Q2 2024
Reduced 69.2%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
153
shares
|
$9,709
0.0% of portfolio
|
Q4 2023
Added 0.66%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
150
shares
|
$9,519
0.0% of portfolio
|
Q4 2024
Reduced 66.74%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
139
shares
|
$8,820
0.0% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
138
shares
|
$8,757
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
126
shares
|
$7,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
125
shares
|
$7,932
0.0% of portfolio
|
Q4 2024
Reduced 52.65%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
120
shares
|
$7,615
0.01% of portfolio
|
Q3 2022
Reduced 4.17%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
120
shares
|
$7,615
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
120
shares
|
$7,615
0.0% of portfolio
|
Q4 2023
Reduced 62.5%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
120
shares
|
$7,615
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
107
shares
|
$6,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
105
shares
|
$6,663
0.0% of portfolio
|
Q3 2024
Added 26.51%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
104
shares
|
$6,599
0.0% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
102
shares
|
$6,472
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
102
shares
|
$6,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
102
shares
|
$6,472
0.0% of portfolio
|
Q4 2023
Reduced 73.37%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
102
shares
|
$6,472
0.0% of portfolio
|
Q4 2024
New holding
|