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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
28,812
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Added 41.42%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
28,769
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
28,459
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2024
Added 294.77%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
28,293
shares
|
$1.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
28,026
shares
|
$1.78 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
27,877
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
Reduced 20.66%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
27,748
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
27,250
shares
|
$1.73 Million
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
27,034
shares
|
$1.72 Million
0.08% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
26,773
shares
|
$1.7 Million
0.02% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
26,452
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
26,082
shares
|
$1.66 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
25,609
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
25,074
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
Added 43.78%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,039
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
24,875
shares
|
$1.58 Million
0.11% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
24,701
shares
|
$1.57 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
24,235
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
24,004
shares
|
$1.52 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
23,636
shares
|
$1.5 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
23,587
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
23,127
shares
|
$1.47 Million
0.14% of portfolio
|
Q4 2023
Added 25.0%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
23,116
shares
|
$1.47 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
22,795
shares
|
$1.45 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
22,699
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.36%
|