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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
6,365
shares
|
$396,603
0.09% of portfolio
|
Q3 2025
Reduced 22.96%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
6,360
shares
|
$396,291
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,303
shares
|
$392,739
0.0% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
6,284
shares
|
$391,556
0.0% of portfolio
|
Q4 2025
Reduced 29.08%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
6,282
shares
|
$391,431
0.28% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
6,229
shares
|
$388,128
0.0% of portfolio
|
Q3 2025
Reduced 63.52%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
6,198
shares
|
$386,197
0.02% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
6,186
shares
|
$385,449
0.25% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
6,173
shares
|
$384,639
0.05% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
6,130
shares
|
$381,960
0.05% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
6,106
shares
|
$380,464
0.03% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
6,092
shares
|
$379,592
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
6,044
shares
|
$376,601
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
5,997
shares
|
$373,673
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,917
shares
|
$368,688
0.11% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
5,900
shares
|
$367,629
0.03% of portfolio
|
Q4 2024
Reduced 26.25%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
5,846
shares
|
$364,264
0.04% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
5,720
shares
|
$356,413
0.01% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
5,679
shares
|
$353,858
0.02% of portfolio
|
Q4 2025
Reduced 2.14%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
5,676
shares
|
$353,671
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
5,632
shares
|
$350,929
0.13% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,631
shares
|
$350,867
0.01% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,624
shares
|
$350,431
0.0% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,623
shares
|
$350,369
0.05% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
5,593
shares
|
$348,499
0.0% of portfolio
|
Q3 2025
Reduced 5.79%
|
|