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 |
|---|---|---|---|---|---|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
38,450
shares
|
$2.44 Million
2.09% of portfolio
|
Q3 2023
Reduced 0.76%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
37,529
shares
|
$2.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
37,342
shares
|
$2.37 Million
0.04% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
36,454
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
35,269
shares
|
$2.24 Million
0.03% of portfolio
|
Q4 2024
Added 95.71%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
34,884
shares
|
$2.21 Million
0.95% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
34,001
shares
|
$2.16 Million
0.95% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
33,840
shares
|
$2.15 Million
0.07% of portfolio
|
Q4 2024
Reduced 19.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
33,738
shares
|
$2.14 Million
0.03% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
33,652
shares
|
$2.14 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
33,171
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
32,791
shares
|
$2.08 Million
1.33% of portfolio
|
Q3 2023
Added 12.01%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
31,312
shares
|
$1.99 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
31,200
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
30,746
shares
|
$1.95 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
30,538
shares
|
$1.94 Million
0.29% of portfolio
|
Q4 2024
Reduced 21.1%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
30,274
shares
|
$1.92 Million
0.88% of portfolio
|
Q2 2023
Reduced 1.84%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
30,107
shares
|
$1.91 Million
0.12% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
29,619
shares
|
$1.88 Million
0.67% of portfolio
|
Q4 2024
Reduced 14.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
29,540
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
29,303
shares
|
$1.86 Million
0.11% of portfolio
|
Q4 2024
Added 132.29%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
29,281
shares
|
$1.86 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
29,075
shares
|
$1.85 Million
0.3% of portfolio
|
Q4 2024
Added 13.42%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
29,040
shares
|
$1.84 Million
1.04% of portfolio
|
Q4 2024
Added 17.86%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
28,968
shares
|
$1.84 Million
0.93% of portfolio
|
Q2 2022
Reduced 1.81%
|