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 |
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
53,493
shares
|
$3.2 Million
1.13% of portfolio
|
Q1 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
53,295
shares
|
$3.19 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
52,093
shares
|
$3.11 Million
0.04% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
51,931
shares
|
$3.1 Million
2.82% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
51,710
shares
|
$3.09 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
51,588
shares
|
$3.08 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
50,381
shares
|
$3.01 Million
0.64% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
50,047
shares
|
$2.99 Million
0.02% of portfolio
|
Q4 2024
Reduced 35.83%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
49,011
shares
|
$2.93 Million
1.1% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
48,706
shares
|
$2.91 Million
0.34% of portfolio
|
Q2 2022
Reduced 0.81%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
48,672
shares
|
$2.91 Million
0.06% of portfolio
|
Q4 2024
Added 31.73%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
48,593
shares
|
$2.91 Million
0.1% of portfolio
|
Q1 2025
Added 626.57%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
47,400
shares
|
$2.83 Million
1.69% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
45,547
shares
|
$2.72 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
45,349
shares
|
$2.71 Million
0.19% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
44,384
shares
|
$2.65 Million
1.01% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
42,327
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
42,125
shares
|
$2.52 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
40,829
shares
|
$2.44 Million
1.65% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
40,623
shares
|
$2.43 Million
0.09% of portfolio
|
Q4 2024
Added 174.02%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
40,419
shares
|
$2.42 Million
0.08% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
40,305
shares
|
$2.41 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
40,230
shares
|
$2.41 Million
1.92% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
40,224
shares
|
$2.4 Million
0.99% of portfolio
|
Q4 2024
Added 575.35%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
39,889
shares
|
$2.38 Million
1.0% of portfolio
|
Q1 2025
Added 0.11%
|