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 |
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
23,116
shares
|
$1.38 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
22,706
shares
|
$1.36 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
22,699
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
22,528
shares
|
$1.35 Million
0.82% of portfolio
|
Q1 2025
Added 0.74%
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
22,385
shares
|
$1.34 Million
0.61% of portfolio
|
Q1 2025
Added 0.02%
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
21,877
shares
|
$1.31 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
21,571
shares
|
$1.29 Million
0.37% of portfolio
|
Q4 2024
Added 0.19%
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
21,495
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
Added 0.17%
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,241
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Added 5.21%
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
21,241
shares
|
$1.27 Million
0.38% of portfolio
|
Q1 2025
Reduced 18.56%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
21,000
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
20,452
shares
|
$1.22 Million
0.18% of portfolio
|
Q1 2025
Reduced 33.03%
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
20,320
shares
|
$1.21 Million
0.31% of portfolio
|
Q4 2024
Reduced 48.73%
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
20,038
shares
|
$1.2 Million
0.36% of portfolio
|
Q1 2025
Added 3.09%
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
19,670
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
19,552
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
19,512
shares
|
$1.17 Million
0.71% of portfolio
|
Q3 2023
Added 1.82%
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
19,484
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Added 2.61%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,398
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2022
Reduced 2.44%
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
19,360
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
18,905
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Added 5.59%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
18,704
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
18,644
shares
|
$1.11 Million
0.87% of portfolio
|
Q1 2025
Added 0.02%
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
18,598
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
18,556
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.04%
|