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 31.3 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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,753
shares
|
$732,329
0.04% of portfolio
|
Q3 2025
Added 40.1%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
11,750
shares
|
$732,142
0.2% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
11,730
shares
|
$730,896
0.11% of portfolio
|
Q2 2025
Reduced 22.83%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,730
shares
|
$730,896
0.01% of portfolio
|
Q3 2025
Added 71.44%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
11,727
shares
|
$730,709
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
11,664
shares
|
$726,783
0.39% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
11,632
shares
|
$724,789
0.03% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
11,614
shares
|
$723,668
0.08% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
11,391
shares
|
$709,773
0.06% of portfolio
|
Q3 2024
Added 7494.0%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
11,380
shares
|
$709,087
0.2% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,319
shares
|
$705,286
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
11,304
shares
|
$704,352
0.7% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
11,300
shares
|
$704,103
0.21% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
11,287
shares
|
$703,292
0.01% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
11,238
shares
|
$700,239
0.06% of portfolio
|
Q3 2025
Reduced 15.67%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
11,071
shares
|
$689,834
0.33% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
11,064
shares
|
$689,397
0.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
11,008
shares
|
$685,908
0.0% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
10,970
shares
|
$683,540
0.12% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
10,891
shares
|
$678,618
0.02% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,821
shares
|
$674,256
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
10,762
shares
|
$670,580
0.02% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,662
shares
|
$664,349
0.02% of portfolio
|
Q3 2025
Added 66.54%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,631
shares
|
$662,417
0.05% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
10,593
shares
|
$660,049
0.03% of portfolio
|
Q3 2025
Reduced 2.96%
|
|