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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
5,568
shares
|
$346,942
0.07% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
5,544
shares
|
$345,446
0.11% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,470
shares
|
$340,835
0.01% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
5,468
shares
|
$340,711
0.02% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,401
shares
|
$336,536
0.44% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,378
shares
|
$335,103
0.01% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,310
shares
|
$330,866
0.04% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
5,299
shares
|
$330,180
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,236
shares
|
$326,255
0.01% of portfolio
|
Q3 2025
Reduced 27.1%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
5,193
shares
|
$323,575
0.04% of portfolio
|
Q3 2025
Reduced 93.92%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
5,179
shares
|
$322,703
0.02% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,165
shares
|
$321,831
0.02% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,086
shares
|
$316,908
0.02% of portfolio
|
Q3 2025
Reduced 33.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$311,550
0.01% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
4,999
shares
|
$311,487
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
4,945
shares
|
$308,122
0.05% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
4,944
shares
|
$308,060
0.06% of portfolio
|
Q1 2025
Reduced 89.6%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
4,890
shares
|
$304,695
0.19% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
4,800
shares
|
$299,088
0.01% of portfolio
|
Q3 2021
Added 500.0%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
4,737
shares
|
$295,162
0.01% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,730
shares
|
$294,726
0.0% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
4,696
shares
|
$292,607
0.01% of portfolio
|
Q3 2025
Reduced 12.81%
|
|
|
Yarbrough Capital, LLC
|
Oct 20, 2025 Q3 2025 |
4,660
shares
|
$290,364
0.01% of portfolio
|
Q2 2025
Reduced 95.55%
|
|