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 |
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
38,450
shares
|
$2.3 Million
2.09% of portfolio
|
Q3 2023
Reduced 0.76%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
38,134
shares
|
$2.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
35,976
shares
|
$2.15 Million
0.17% of portfolio
|
Q1 2025
Added 44.63%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
35,689
shares
|
$2.13 Million
1.03% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
35,269
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2024
Added 95.71%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
35,238
shares
|
$2.11 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
35,025
shares
|
$2.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
34,100
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
34,001
shares
|
$2.03 Million
0.95% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
33,652
shares
|
$2.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
33,504
shares
|
$2 Million
0.18% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
33,171
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
33,032
shares
|
$1.97 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
32,791
shares
|
$1.96 Million
1.33% of portfolio
|
Q3 2023
Added 12.01%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
32,172
shares
|
$1.92 Million
0.09% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
31,422
shares
|
$1.88 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
31,312
shares
|
$1.87 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
31,084
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.63%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
31,058
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.34%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
30,512
shares
|
$1.82 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
30,274
shares
|
$1.81 Million
0.88% of portfolio
|
Q2 2023
Reduced 1.84%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
30,208
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
30,107
shares
|
$1.8 Million
0.12% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
29,813
shares
|
$1.78 Million
0.24% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
29,619
shares
|
$1.77 Million
0.67% of portfolio
|
Q4 2024
Reduced 14.89%
|