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 616 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 |
|---|---|---|---|---|---|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
60
shares
|
$3,738
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
56
shares
|
$3,489
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
51
shares
|
$3,177
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
51
shares
|
$3,177
0.0% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
42
shares
|
$2,617
0.0% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
38
shares
|
$2,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
36
shares
|
$2,243
0.0% of portfolio
|
Q3 2025
Reduced 98.67%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
31
shares
|
$1,931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
31
shares
|
$1,931
0.0% of portfolio
|
Q2 2025
Reduced 45.61%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
30
shares
|
$1,869
0.0% of portfolio
|
Q1 2024
Reduced 92.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
24
shares
|
$1,495
0.0% of portfolio
|
Q2 2024
Reduced 80.65%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
18
shares
|
$1,121
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
18
shares
|
$1,121
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
15
shares
|
$934
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
15
shares
|
$934
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
15
shares
|
$934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
15
shares
|
$934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
12
shares
|
$747
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
10
shares
|
$623
0.0% of portfolio
|
Q3 2025
Reduced 94.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10
shares
|
$623
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
7
shares
|
$436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7
shares
|
$436
0.0% of portfolio
|
Q2 2024
Reduced 96.39%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6
shares
|
$373
0.0% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
6
shares
|
$373
0.0% of portfolio
|
Q2 2025
Reduced 94.78%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
3
shares
|
$186
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|