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 $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
51,931
shares
|
$3.3 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
|
$3.28 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
51,588
shares
|
$3.27 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
50,652
shares
|
$3.21 Million
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
50,381
shares
|
$3.2 Million
0.64% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
50,047
shares
|
$3.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 35.83%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
49,011
shares
|
$3.11 Million
1.1% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
48,706
shares
|
$3.09 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
|
$3.09 Million
0.06% of portfolio
|
Q4 2024
Added 31.73%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
47,785
shares
|
$3.03 Million
0.14% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
47,755
shares
|
$3.03 Million
1.63% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
47,537
shares
|
$3.02 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
46,311
shares
|
$2.94 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
46,045
shares
|
$2.92 Million
1.25% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
45,349
shares
|
$2.88 Million
0.19% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
44,754
shares
|
$2.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
42,832
shares
|
$2.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 28.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
41,020
shares
|
$2.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
40,829
shares
|
$2.59 Million
1.65% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
40,623
shares
|
$2.58 Million
0.09% of portfolio
|
Q4 2024
Added 174.02%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
40,305
shares
|
$2.56 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
40,230
shares
|
$2.55 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
|
$2.55 Million
0.99% of portfolio
|
Q4 2024
Added 575.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
40,016
shares
|
$2.54 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
39,845
shares
|
$2.53 Million
0.97% of portfolio
|
Q4 2024
Added 1.61%
|