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 625 institutions that hold shares in the stock, with a total of 35.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
5,797
shares
|
$370,254
0.01% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
5,769
shares
|
$368,466
0.03% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
5,763
shares
|
$368,082
0.0% of portfolio
|
Q3 2024
Added 21.89%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,702
shares
|
$364,186
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,681
shares
|
$362,845
0.03% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
5,676
shares
|
$362,526
0.13% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
5,671
shares
|
$362,206
0.02% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
5,568
shares
|
$355,628
0.07% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,562
shares
|
$355,244
0.0% of portfolio
|
Q3 2024
Added 17.94%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
5,552
shares
|
$354,606
0.05% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,495
shares
|
$350,965
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
5,460
shares
|
$348,730
0.01% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,406
shares
|
$345,281
0.02% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,401
shares
|
$344,961
0.44% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,219
shares
|
$333,337
0.05% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,202
shares
|
$332,251
0.01% of portfolio
|
Q3 2024
Reduced 19.07%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
5,130
shares
|
$327,653
0.02% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,118
shares
|
$326,886
0.1% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
5,097
shares
|
$325,545
0.09% of portfolio
|
Q2 2022
Reduced 10.31%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
5,096
shares
|
$325,481
0.05% of portfolio
|
Q3 2024
Reduced 12.23%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,067
shares
|
$323,629
0.01% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$319,350
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,968
shares
|
$317,306
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
4,948
shares
|
$316,028
0.11% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
4,930
shares
|
$314,879
0.02% of portfolio
|
Q2 2024
Reduced 6.45%
|