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 615 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 |
|---|---|---|---|---|---|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
223,165
shares
|
$13.9 Million
1.64% of portfolio
|
Q3 2022
Reduced 0.95%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
206,400
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
199,465
shares
|
$12.4 Million
1.78% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
193,208
shares
|
$12 Million
0.23% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
180,567
shares
|
$11.3 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
177,528
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
167,057
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
149,476
shares
|
$9.31 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.26%
|
|
|
Sava Penzisko Drushtvo A.D. Skopje
Skopje, |
Nov 12, 2025 Q3 2025 |
145,148
shares
|
$9.04 Million
2.86% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
143,529
shares
|
$8.94 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
142,662
shares
|
$8.89 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
137,774
shares
|
$8.58 Million
0.8% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
133,426
shares
|
$8.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
Cumberland Advisors Inc
|
Nov 10, 2025 Q3 2025 |
130,950
shares
|
$8.16 Million
3.02% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
121,579
shares
|
$7.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
119,317
shares
|
$7.43 Million
1.86% of portfolio
|
Q4 2022
Reduced 1.7%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
117,841
shares
|
$7.34 Million
1.72% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
114,333
shares
|
$7.12 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
113,256
shares
|
$7.06 Million
1.7% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
111,453
shares
|
$6.94 Million
3.63% of portfolio
|
Q3 2023
Reduced 42.07%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
110,285
shares
|
$6.87 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
107,663
shares
|
$6.71 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
107,398
shares
|
$6.69 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
104,322
shares
|
$6.5 Million
2.82% of portfolio
|
Q1 2023
Reduced 18.74%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
103,701
shares
|
$6.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.08%
|
|