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 642 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 $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
14,296
shares
|
$852,184
0.0% of portfolio
|
Q4 2024
Added 51.75%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
14,161
shares
|
$844,137
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,680
shares
|
$815,464
0.02% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
13,629
shares
|
$812,424
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
13,578
shares
|
$809,384
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
13,557
shares
|
$808,132
0.0% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
13,034
shares
|
$776,956
0.03% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
12,960
shares
|
$772,545
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
12,737
shares
|
$759,252
0.01% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
12,718
shares
|
$758,119
0.06% of portfolio
|
Q4 2024
Reduced 98.32%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
12,677
shares
|
$755,675
0.05% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
12,604
shares
|
$751,324
0.05% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
12,462
shares
|
$742,859
0.68% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
12,440
shares
|
$741,548
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
12,377
shares
|
$737,792
0.04% of portfolio
|
Q4 2024
Reduced 32.62%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Feb 12, 2025 Q4 2024 |
12,300
shares
|
$733,203
0.2% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
12,290
shares
|
$732,606
0.96% of portfolio
|
Q3 2022
Reduced 5.39%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
12,217
shares
|
$728,255
0.52% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
12,214
shares
|
$728,076
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
12,209
shares
|
$727,778
0.34% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
12,162
shares
|
$724,976
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
12,114
shares
|
$722,115
0.03% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
12,020
shares
|
$716,512
0.0% of portfolio
|
Q4 2024
Reduced 14.75%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12,001
shares
|
$715,379
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
11,996
shares
|
$715,081
0.05% of portfolio
|
Q4 2024
Added 10.33%
|