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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
18,100
shares
|
$1.15 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
17,562
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
17,125
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
16,855
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
16,728
shares
|
$1.06 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
16,501
shares
|
$1.05 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
16,500
shares
|
$1.05 Million
0.35% of portfolio
|
Q4 2024
Reduced 67.46%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
16,489
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
16,418
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
16,250
shares
|
$1.03 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
16,222
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
15,994
shares
|
$1.01 Million
0.71% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
15,730
shares
|
$998,225
0.03% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
15,400
shares
|
$977,284
0.56% of portfolio
|
Q4 2020
Reduced 83.12%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
15,385
shares
|
$976,332
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
15,264
shares
|
$968,653
0.28% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,250
shares
|
$967,765
0.03% of portfolio
|
Q2 2020
Added 13.31%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
15,236
shares
|
$966,876
1.61% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
14,922
shares
|
$946,950
0.23% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,863
shares
|
$943,205
0.01% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
14,775
shares
|
$937,621
0.09% of portfolio
|
Q3 2024
Added 180.09%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
14,416
shares
|
$914,839
0.08% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
14,411
shares
|
$914,522
1.13% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
14,361
shares
|
$911,349
0.03% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
14,296
shares
|
$907,224
0.0% of portfolio
|
Q4 2024
Added 51.75%
|