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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,398
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2022
Reduced 2.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,785
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
18,579
shares
|
$1.16 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
18,446
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
18,310
shares
|
$1.14 Million
0.38% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
18,136
shares
|
$1.13 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
18,084
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.78%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,901
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 34.53%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
17,900
shares
|
$1.12 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
17,710
shares
|
$1.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 22.44%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
17,467
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2025
Added 344.0%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
17,429
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 104.73%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
16,570
shares
|
$1.03 Million
0.36% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
16,276
shares
|
$1.01 Million
0.41% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
16,197
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
16,134
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.7%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
16,014
shares
|
$997,832
0.98% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
16,000
shares
|
$996,960
0.55% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,976
shares
|
$995,464
0.04% of portfolio
|
Q3 2025
Added 16.31%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
15,643
shares
|
$974,715
0.23% of portfolio
|
Q3 2025
Added 75.33%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
15,566
shares
|
$969,917
0.05% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
15,440
shares
|
$962,066
0.02% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
15,307
shares
|
$953,779
0.0% of portfolio
|
Q2 2025
Added 12.91%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
15,268
shares
|
$951,349
1.42% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,250
shares
|
$950,227
0.03% of portfolio
|
Q2 2020
Added 13.31%
|
|