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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
8,320
shares
|
$518,419
0.0% of portfolio
|
Q3 2025
Reduced 24.52%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
8,172
shares
|
$509,197
0.02% of portfolio
|
Q3 2025
Reduced 74.6%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
8,160
shares
|
$508,449
0.09% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
8,059
shares
|
$502,156
0.01% of portfolio
|
Q3 2025
Reduced 81.22%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
8,020
shares
|
$499,726
0.0% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
7,968
shares
|
$496,486
0.04% of portfolio
|
Q3 2025
Reduced 28.55%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
7,917
shares
|
$493,308
0.12% of portfolio
|
Q3 2025
Reduced 20.26%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
7,908
shares
|
$492,747
0.02% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
7,817
shares
|
$487,077
0.0% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
7,806
shares
|
$486,391
0.01% of portfolio
|
Q3 2025
Reduced 32.85%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
7,777
shares
|
$484,584
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
7,755
shares
|
$483,214
0.02% of portfolio
|
Q3 2025
Reduced 33.84%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
7,741
shares
|
$482,341
0.02% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,659
shares
|
$477,232
0.01% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
7,575
shares
|
$471,998
0.21% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
7,566
shares
|
$471,437
0.01% of portfolio
|
Q2 2022
Added 4.13%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
7,555
shares
|
$470,752
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
7,535
shares
|
$469,505
0.08% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
7,533
shares
|
$469,381
0.01% of portfolio
|
Q3 2025
Reduced 21.38%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
7,530
shares
|
$469,194
0.02% of portfolio
|
Q3 2025
Reduced 24.87%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
7,500
shares
|
$467,325
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
7,470
shares
|
$465,455
0.02% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
7,406
shares
|
$461,467
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
7,396
shares
|
$460,844
0.09% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
7,352
shares
|
$458,103
0.07% of portfolio
|
Q3 2025
Added 8.05%
|
|