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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
23,127
shares
|
$1.44 Million
0.14% of portfolio
|
Q4 2023
Added 25.0%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
23,116
shares
|
$1.44 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
23,105
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 55.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
22,980
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
22,893
shares
|
$1.43 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
22,755
shares
|
$1.42 Million
0.1% of portfolio
|
Q3 2025
Reduced 33.43%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
22,337
shares
|
$1.39 Million
0.34% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
22,189
shares
|
$1.38 Million
1.23% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
21,913
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
21,870
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 60.64%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2025 Q3 2025 |
21,629
shares
|
$1.35 Million
0.53% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
21,574
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
21,574
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,316
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
21,255
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
21,090
shares
|
$1.31 Million
0.37% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
20,680
shares
|
$1.29 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
20,643
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2025
Added 134.58%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
20,612
shares
|
$1.28 Million
0.39% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
20,473
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2025
Added 15.75%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
20,310
shares
|
$1.27 Million
0.45% of portfolio
|
Q3 2025
Reduced 47.8%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
20,123
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,092
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
19,582
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
19,512
shares
|
$1.22 Million
0.71% of portfolio
|
Q3 2023
Added 1.82%
|
|