Who owns iShares Dow Jones US Medical Dev.?
- Ticker: IHI
- CUSIP Number: 464288810
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Analyze quarterly positions in iShares Dow Jones US Medical Dev. with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Dow Jones US Medical Dev. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Menora Mivtachim Holdings | 3.9M | $237M | -19% | Sep 2025 |
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| Morgan Stanley | 2.9M | $184M | 100% | Jun 2025 |
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| LPL Financial | 1.5M | $92M | -27% | Sep 2025 |
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| UBS Group | 1.0M | $63M | -8% | Sep 2025 |
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| Wells Fargo & Company | 1.0M | $61M | -11% | Sep 2025 |
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| Royal Bank of Canada | 745k | $45M | 11% | Sep 2025 |
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| Harel Insurance Investments & Financial Services | 698k | $42M | 1% | Sep 2025 |
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| Envestnet Asset Management | 644k | $39M | -15% | Sep 2025 |
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| Raymond James Financial | 633k | $38M | -7% | Sep 2025 |
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| Jpmorgan Chase & Co | 491k | $30M | 39% | Sep 2025 |
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| RiverFront Investment Group | 403k | $24M | 4% | Sep 2025 |
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| Cetera Investment Advisers | 332k | $20M | 10% | Sep 2025 |
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| Commonwealth Equity Services | 331k | $20M | 13% | Sep 2025 |
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| Ameriprise Financial | 329k | $20M | -2% | Sep 2025 |
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| Wharton Business Group | 302k | $1.3M | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 291k | $18M | 0% | Sep 2025 |
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| Qube Research & Technologies | 287k | $17M | 81% | Sep 2025 |
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| Kingsview Wealth Management | 269k | $16M | 67% | Sep 2025 |
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| Nan Shan Life Insurance | 249k | $15M | 895% | Sep 2025 |
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| Goldman Sachs Group | 248k | $15M | -42% | Sep 2025 |
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| Susquehanna International | 247k | $15M | -10% | Sep 2025 |
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| Advisor Group Holdings | 229k | $14M | -2% | Sep 2025 |
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| Two Sigma Investments | 206k | $12M | 100% | Sep 2025 |
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| Arkansas Financial | 200k | $12M | 4% | Sep 2025 |
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| Baker Avenue Asset Management | 193k | $12M | -11% | Sep 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 181k | $11M | -1% | Sep 2025 |
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| Jones Financial Companies, L.L | 178k | $11M | 8% | Sep 2025 |
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| HighTower Advisors | 167k | $10M | 2% | Sep 2025 |
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| Equitable Holdings | 144k | $8.6M | -6% | Sep 2025 |
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| Cambridge Investment Research Advisors | 143k | $8.6M | -3% | Sep 2025 |
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| Certified Advisory Corp | 138k | $8.3M | 4% | Sep 2025 |
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| Mercer Global Advisors | 133k | $8.0M | -11% | Sep 2025 |
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| Cumberland Advisors | 131k | $7.9M | 0% | Sep 2025 |
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| Mml Investors Services | 122k | $7.3M | -2% | Sep 2025 |
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| Wealth Advisory Solutions | 118k | $7.1M | 0% | Sep 2025 |
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| Citadel Advisors | 118k | $7.1M | -16% | Sep 2025 |
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| EP Wealth Advisors | 114k | $7.2M | -12% | Jun 2025 |
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| Safeguard Investment Advisory Group | 113k | $6.8M | -8% | Sep 2025 |
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| William Blair $ Company | 110k | $6.6M | -1% | Sep 2025 |
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| Federation des caisses Desjardins du Quebec | 108k | $6.5M | -11% | Sep 2025 |
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| Anchor Investment Management | 107k | $6.5M | -1% | Sep 2025 |
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| Janney Montgomery Scott | 104k | $6.2M | -2% | Sep 2025 |
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| Baird Financial | 104k | $6.2M | 0% | Sep 2025 |
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| Moors & Cabot | 100k | $6.0M | -1% | Sep 2025 |
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| Fisher Investments | 99k | $5.9M | -7% | Sep 2025 |
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| Stifel Financial | 97k | $5.8M | -9% | Sep 2025 |
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| National Asset Management | 96k | $5.8M | -12% | Sep 2025 |
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| Means Investment | 95k | $5.7M | -7% | Sep 2025 |
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| Millington Financial Advisors | 95k | $5.6M | 0% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 93k | $5.6M | -4% | Sep 2025 |
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| Mariner Wealth Advisors | 86k | $5.2M | -1% | Sep 2025 |
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| Capital Analysts | 80k | $4.8M | -6% | Sep 2025 |
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| Northeast Financial Consultants | 79k | $5.0M | -6% | Jun 2025 |
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| Hamilton Wealth | 79k | $4.7M | 5% | Sep 2025 |
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| Centaurus Financial | 76k | $4.6M | -2% | Sep 2025 |
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| Viewpoint Investment Partners Corp | 75k | $4.7M | 0% | Sep 2025 |
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| CI Private Wealth | 74k | $4.5M | 1184% | Sep 2025 |
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| J.w. Cole Advisors | 74k | $4.4M | 10% | Sep 2025 |
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| J. Goldman & Co | 73k | $4.4M | 0% | Sep 2025 |
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| Goss Wealth Management | 73k | $4.4M | -4% | Sep 2025 |
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| Geneos Wealth Management | 72k | $4.3M | 0% | Sep 2025 |
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| Branch Banking & Trust Company | 72k | $4.3M | 1% | Sep 2025 |
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| Pnc Financial Services | 71k | $4.3M | 1% | Sep 2025 |
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| Alliancebernstein | 67k | $4.0M | -59% | Sep 2025 |
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| D. E. Shaw & Co | 66k | $4.0M | 100% | Sep 2025 |
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| Creative Financial Designs | 65k | $3.9M | 5% | Sep 2025 |
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| Segment Wealth Management | 64k | $3.8M | -37% | Sep 2025 |
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| Capital Investment Advisory Services | 64k | $3.8M | 409% | Sep 2025 |
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| LM Advisors | 63k | $3.8M | -7% | Sep 2025 |
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| Walleye Trading | 62k | $3.7M | 6% | Sep 2025 |
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| Econ Financial Services Corp | 61k | $3.7M | 100% | Sep 2025 |
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| Prestige Wealth Management Group | 60k | $3.6M | -2% | Sep 2025 |
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| CIBC World Markets | 59k | $3.5M | -5% | Sep 2025 |
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| Principal Securities | 58k | $3.5M | -36% | Sep 2025 |
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| CMH Wealth Management | 58k | $3.5M | -2% | Sep 2025 |
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| Somerset | 54k | $3.2M | 0% | Sep 2025 |
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| Charter Oak Capital Management | 54k | $3.2M | -7% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 53k | $3.2M | -16% | Sep 2025 |
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| Private Advisor | 52k | $3.1M | -8% | Sep 2025 |
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| Axxcess Wealth Management | 51k | $3.1M | 2% | Sep 2025 |
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| Capital Asset Advisory Services | 51k | $3.1M | 1% | Sep 2025 |
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| Apollon Financial | 51k | $3.0M | -4% | Sep 2025 |
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| Diversified Enterprises | 50k | $3.0M | -1% | Sep 2025 |
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| Northstar Asset Management | 49k | $3.0M | -1% | Sep 2025 |
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| Integrated Advisors Network | 49k | $2.9M | 0% | Sep 2025 |
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| Chicago Partners Investment | 48k | $2.9M | -1% | Sep 2025 |
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| Madden Advisory Services | 45k | $2.7M | 0% | Sep 2025 |
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| Concord Investment Counsel | 45k | $2.7M | 100% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 41k | $2.5M | 10% | Sep 2025 |
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| Money Design | 41k | $2.6M | -2% | Jun 2025 |
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| Creative Planning | 40k | $2.4M | 0% | Sep 2025 |
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| WCG Wealth Advisors | 37k | $2.2M | -4% | Sep 2025 |
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| Stratos Wealth Partners | 37k | $2.2M | 1% | Sep 2025 |
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| Kestra Advisory Services | 36k | $2.1M | -6% | Sep 2025 |
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| Citizens Financial Group | 36k | $2.1M | 1% | Sep 2025 |
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| Signature Estate and Investment Advisors | 36k | $2.1M | -3% | Sep 2025 |
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| Bank Of Montreal | 35k | $2.2M | 100% | Jun 2025 |
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| Orleans Capital Management Corp | 34k | $2.1M | -26% | Sep 2025 |
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| YCMNET Advisors | 33k | $2.0M | 0% | Sep 2025 |
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| Rockefeller Capital Management | 33k | $2.0M | -25% | Sep 2025 |
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| H D Vest Advisory Services | 33k | $2.0M | 8% | Jun 2025 |
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| FMR | 33k | $2.0M | -5% | Sep 2025 |
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| Tower Research Capital | 33k | $2.0M | -11% | Sep 2025 |
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| Garrison Point Advisors | 32k | $1.9M | -1% | Sep 2025 |
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| Dale Q Rice Investment Management | 32k | $1.9M | -5% | Sep 2025 |
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| Kestra Private Wealth Services | 31k | $1.9M | -10% | Sep 2025 |
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| Sequoia Financial Advisors | 31k | $1.9M | -5% | Sep 2025 |
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| Stonebridge Financial Planning Group | 31k | $1.9M | -4% | Sep 2025 |
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| Dynamic Advisors Solutions | 30k | $1.8M | -6% | Sep 2025 |
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| Hanson McClain Advisors | 30k | $1.8M | -5% | Sep 2025 |
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| Gail Mannix | 29k | $1.8M | -1% | Sep 2025 |
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| Us Bancorp | 29k | $1.8M | -6% | Sep 2025 |
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| Warren Averett Asset Management | 29k | $1.7M | 9% | Sep 2025 |
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| Ayalon Holdings | 29k | $1.7M | 0% | Sep 2025 |
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| Institute For Wealth Management | 28k | $1.7M | -4% | Sep 2025 |
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| Oakmont Partners | 28k | $1.7M | -9% | Sep 2025 |
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| We Are One Seven | 27k | $1.6M | -1% | Sep 2025 |
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| Apollon Wealth Management | 26k | $1.6M | -4% | Sep 2025 |
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| Hazlett, Burt & Watson | 26k | $1.5M | -9% | Sep 2025 |
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| Lido Advisors | 26k | $1.6M | 21% | Sep 2025 |
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| Captrust Financial Advisors | 26k | $1.5M | 23% | Sep 2025 |
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| Marshall Wace | 26k | $1.5M | 3% | Sep 2025 |
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| PFG Investments | 25k | $1.5M | 0% | Sep 2025 |
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| IHT Wealth Management | 25k | $1.5M | 6% | Sep 2025 |
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| Robertson Stephens Wealth Management | 24k | $1.5M | 12% | Sep 2025 |
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| Live Oak Private Wealth | 24k | $1.4M | -1% | Sep 2025 |
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| TPG Advisors | 24k | $1.4M | -1% | Sep 2025 |
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| Pacific Sun Financial Corp | 23k | $1.4M | 4% | Sep 2025 |
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| Atria Wealth Solutions | 23k | $1.4M | -56% | Jun 2025 |
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| Stratos Wealth Advisors | 23k | $1.4M | 5% | Sep 2025 |
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| Montecito Bank & Trust | 23k | $1.4M | -3% | Sep 2025 |
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| Transcend Wealth Collective | 23k | $1.4M | -33% | Sep 2025 |
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| Meridian Investment Counsel | 22k | $1.3M | 8% | Sep 2025 |
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| Variant Private Wealth | 22k | $1.3M | -2% | Sep 2025 |
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| Steward Partners Investment Advisory | 22k | $1.3M | -8% | Sep 2025 |
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| AAFMAA Wealth Management & Trust | 22k | $1.3M | 2% | Sep 2025 |
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| Jane Street | 22k | $1.3M | -61% | Sep 2025 |
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| Brick & Kyle, Associates | 22k | $1.3M | 0% | Sep 2025 |
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| Miracle Mile Advisors | 22k | $1.3M | -3% | Sep 2025 |
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| Sumitomo Mitsui Financial | 22k | $1.3M | -11% | Sep 2025 |
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| Snowden Capital Advisors | 21k | $1.3M | -7% | Sep 2025 |
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| Jaffetilchin Investment Partners | 21k | $1.3M | -4% | Sep 2025 |
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| Pacific Center for Financial Services | 21k | $1.3M | 0% | Sep 2025 |
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| WP Advisors | 21k | $1.2M | -6% | Sep 2025 |
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| Belpointe Asset Management | 21k | $1.2M | 135% | Sep 2025 |
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| Vectors Research Management | 21k | $1.2M | 8% | Sep 2025 |
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| Cornerstone Wealth Management | 21k | $1.2M | 16% | Sep 2025 |
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| Armor Investment Advisors | 20k | $1.2M | -48% | Sep 2025 |
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| Cubist Systematic Strategies | 20k | $1.2M | 100% | Sep 2025 |
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| CLS Investments | 20k | $1.2M | 6% | Sep 2025 |
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| CWM | 18k | $1.1M | -28% | Sep 2025 |
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| Virtu Financial | 18k | $1.1M | -35% | Sep 2025 |
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| Brookstone Capital Management | 16k | $969k | -18% | Sep 2025 |
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| Gts Securities | 14k | $843k | -90% | Sep 2025 |
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| Fifth Third Securities | 14k | $835k | -83% | Sep 2025 |
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| HPM Partners | 12k | $736k | -44% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 9.6k | $575k | -94% | Sep 2025 |
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| Banque Cantonale Vaudoise | 8.2k | $488k | -75% | Sep 2025 |
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| Modern Wealth Management | 8.1k | $484k | -81% | Sep 2025 |
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| Altfest L J & Co | 5.2k | $312k | -94% | Sep 2025 |
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| Ameritas Advisory Services | 2.1k | $124k | -93% | Sep 2025 |
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| Hallmark Capital Management | 1.4k | $82k | -96% | Sep 2025 |
|
Who sold out of iShares Dow Jones US Medical Dev.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BFI Infinity | Jun 2025 | 100k | $6.2M |
| Valicenti Advisory Services | Jun 2025 | 87k | $5.5M |
| Wealthedge Investment Advisors | Jun 2025 | 29k | $1.8M |
| Regions Bank | Jun 2025 | 24k | $1.5M |