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 |
|---|---|---|---|---|---|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,539
shares
|
$226,035
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
3,534
shares
|
$225,716
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,516
shares
|
$224,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
3,513
shares
|
$224,375
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,487
shares
|
$222,714
0.01% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,487
shares
|
$222,714
0.06% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
3,480
shares
|
$222,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,472
shares
|
$221,756
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,466
shares
|
$221,373
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
3,425
shares
|
$218,754
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,420
shares
|
$218,435
0.03% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
3,400
shares
|
$217,158
0.05% of portfolio
|
Q2 2022
Added 122.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
3,386
shares
|
$216,263
0.0% of portfolio
|
Q3 2024
Reduced 42.03%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,348
shares
|
$213,836
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
3,294
shares
|
$210,387
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
3,090
shares
|
$197,358
0.05% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
3,060
shares
|
$195,442
0.13% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
3,024
shares
|
$193,142
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
2,910
shares
|
$185,861
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
2,843
shares
|
$181,582
0.0% of portfolio
|
Q2 2024
Reduced 99.19%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,700
shares
|
$172,449
0.03% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,585
shares
|
$165,103
0.0% of portfolio
|
Q1 2023
Reduced 8.11%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,470
shares
|
$157,758
0.01% of portfolio
|
Q4 2023
Added 54.37%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
2,403
shares
|
$153,479
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
2,386
shares
|
$152,393
0.02% of portfolio
|
Q3 2024
New holding
|