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 |
|---|---|---|---|---|---|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
30,274
shares
|
$1.89 Million
0.88% of portfolio
|
Q2 2023
Reduced 1.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
30,112
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
30,107
shares
|
$1.88 Million
0.12% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
29,581
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
29,435
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
29,392
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
28,968
shares
|
$1.8 Million
0.93% of portfolio
|
Q2 2022
Reduced 1.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
28,933
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 15, 2025 Q3 2025 |
28,799
shares
|
$1.79 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
28,193
shares
|
$1.76 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
27,660
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
27,197
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
26,111
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
25,921
shares
|
$1.62 Million
0.55% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
25,868
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
25,772
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Added 22.81%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
25,552
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,039
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
24,976
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
24,652
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
24,285
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
24,200
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
24,023
shares
|
$1.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
23,695
shares
|
$1.48 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
23,192
shares
|
$1.45 Million
0.71% of portfolio
|
Q3 2025
Added 3.92%
|
|