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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
102
shares
|
$6,080
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
102
shares
|
$6,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
102
shares
|
$6,080
0.0% of portfolio
|
Q4 2023
Reduced 73.37%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
100
shares
|
$5,961
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
100
shares
|
$5,961
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$5,961
0.0% of portfolio
|
Q1 2024
Reduced 76.64%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
93
shares
|
$5,543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
90
shares
|
$5,364
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
84
shares
|
$5,007
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
81
shares
|
$4,828
0.0% of portfolio
|
Q4 2022
Added 1.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
77
shares
|
$4,589
0.0% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
77
shares
|
$4,589
0.0% of portfolio
|
Q3 2024
Reduced 49.67%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
71
shares
|
$4,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
65
shares
|
$3,874
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
59
shares
|
$3,516
0.0% of portfolio
|
Q1 2024
Reduced 6.35%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
58
shares
|
$3,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
58
shares
|
$3,457
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
57
shares
|
$3,397
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
55
shares
|
$3,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
55
shares
|
$3,278
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
54
shares
|
$3,218
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
51
shares
|
$3,040
0.0% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
50
shares
|
$2,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
48
shares
|
$2,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
38
shares
|
$2,265
0.0% of portfolio
|
Q4 2024
Reduced 41.54%
|