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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,187
shares
|
$249,587
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
4,124
shares
|
$245,831
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
4,069
shares
|
$242,553
0.2% of portfolio
|
Q4 2024
Added 68.77%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,047
shares
|
$241,241
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,005
shares
|
$238,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
4,002
shares
|
$238,559
0.02% of portfolio
|
Q4 2023
Reduced 15.78%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,960
shares
|
$236,055
0.08% of portfolio
|
Q3 2024
Added 1275.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
3,955
shares
|
$235,757
0.01% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
3,934
shares
|
$234,505
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
3,921
shares
|
$233,730
0.01% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
3,909
shares
|
$233,015
0.03% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
3,904
shares
|
$232,717
0.01% of portfolio
|
Q4 2022
Added 108.22%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
3,889
shares
|
$231,823
0.37% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
3,823
shares
|
$227,889
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
3,805
shares
|
$226,816
0.03% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,784
shares
|
$225,564
0.01% of portfolio
|
Q4 2024
Reduced 33.27%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,775
shares
|
$225,027
0.05% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
3,771
shares
|
$224,789
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,737
shares
|
$222,762
0.08% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
3,694
shares
|
$220,199
0.11% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
3,623
shares
|
$215,967
0.08% of portfolio
|
Q4 2024
Reduced 26.78%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
3,577
shares
|
$213,224
0.02% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
3,571
shares
|
$212,867
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
3,555
shares
|
$211,913
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
3,554
shares
|
$211,853
0.01% of portfolio
|
Q4 2024
Reduced 0.81%
|