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 |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
15,066
shares
|
$938,762
0.41% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
14,590
shares
|
$909,102
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
14,306
shares
|
$891,406
0.01% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
14,197
shares
|
$884,615
0.2% of portfolio
|
Q3 2025
Added 387.87%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,028
shares
|
$874,084
0.03% of portfolio
|
Q3 2025
Reduced 89.82%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
13,978
shares
|
$870,969
0.06% of portfolio
|
Q3 2025
Reduced 11.82%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
13,904
shares
|
$866,358
0.06% of portfolio
|
Q3 2025
Reduced 82.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
13,884
shares
|
$865,112
0.02% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
13,730
shares
|
$855,516
0.02% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
13,625
shares
|
$848,973
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
13,296
shares
|
$828,473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
13,216
shares
|
$823,488
0.01% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
13,114
shares
|
$817,133
0.01% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
12,766
shares
|
$795,449
0.03% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
12,742
shares
|
$793,954
0.01% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
12,648
shares
|
$788,096
0.55% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
12,604
shares
|
$785,355
0.04% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
12,290
shares
|
$765,789
0.96% of portfolio
|
Q3 2022
Reduced 5.39%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
12,257
shares
|
$763,733
0.0% of portfolio
|
Q3 2025
Reduced 44.08%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
12,163
shares
|
$757,876
0.01% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
11,962
shares
|
$745,352
0.43% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
11,847
shares
|
$738,186
0.02% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
11,814
shares
|
$736,130
0.06% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
11,770
shares
|
$733,388
0.16% of portfolio
|
Q3 2025
Reduced 28.07%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,753
shares
|
$732,329
0.04% of portfolio
|
Q3 2025
Added 40.1%
|
|