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 616 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
15,066
shares
|
$938,762
0.41% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Lom Asset Management LTD
Hamilton, |
Jan 23, 2026 Q4 2025 |
14,740
shares
|
$918,449
0.28% of portfolio
|
Q4 2025
Added 1.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
14,306
shares
|
$891,406
0.01% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
14,197
shares
|
$884,615
0.2% of portfolio
|
Q3 2025
Added 387.87%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
14,106
shares
|
$878,944
0.01% of portfolio
|
Q4 2025
Reduced 12.57%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,028
shares
|
$874,084
0.03% of portfolio
|
Q3 2025
Reduced 89.82%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
13,978
shares
|
$870,969
0.06% of portfolio
|
Q3 2025
Reduced 11.82%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
13,884
shares
|
$865,112
0.02% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
13,698
shares
|
$853,522
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
13,647
shares
|
$850,344
0.06% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
13,625
shares
|
$848,973
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
13,591
shares
|
$846,855
0.02% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
13,296
shares
|
$828,473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
13,216
shares
|
$823,488
0.01% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
13,114
shares
|
$817,133
0.01% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
12,917
shares
|
$804,858
0.01% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
12,766
shares
|
$795,449
0.03% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
12,648
shares
|
$788,096
0.55% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
12,604
shares
|
$785,355
0.04% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
12,290
shares
|
$765,789
0.96% of portfolio
|
Q3 2022
Reduced 5.39%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
12,257
shares
|
$763,733
0.0% of portfolio
|
Q3 2025
Reduced 44.08%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
12,163
shares
|
$757,876
0.01% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
11,962
shares
|
$745,352
0.44% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
11,889
shares
|
$740,803
0.06% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
11,847
shares
|
$738,186
0.02% of portfolio
|
Q3 2025
Reduced 9.45%
|
|