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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Top investors of iShares Dow Jones US Medical Dev. stock
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 | 5.1M | $305M | 100% | Mar 2025 |
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| Morgan Stanley | 2.9M | $166M | 100% | Dec 2024 |
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| Bank of America Corporation | 2.7M | $156M | 29% | Dec 2024 |
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| LPL Financial | 2.1M | $129M | -4% | Mar 2025 |
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| UBS Group | 1.2M | $73M | -2% | Mar 2025 |
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| Fisher Investments | 1.1M | $67M | -5% | Dec 2024 |
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| Wells Fargo & Company | 1.1M | $68M | 4% | Mar 2025 |
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| Raymond James Financial | 757k | $46M | 14% | Mar 2025 |
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| Envestnet Asset Management | 753k | $45M | 1% | Mar 2025 |
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| Harel Insurance Investments & Financial Services | 711k | $43M | 981% | Mar 2025 |
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| Royal Bank of Canada | 699k | $42M | -2% | Mar 2025 |
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| Goldman Sachs Group | 427k | $26M | 47% | Mar 2025 |
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| Ameriprise Financial | 364k | $22M | 11% | Mar 2025 |
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| Jpmorgan Chase & Co | 354k | $21M | -29% | Mar 2025 |
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| Susquehanna International | 351k | $21M | 57% | Dec 2024 |
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| RiverFront Investment Group | 342k | $20M | 8% | Dec 2024 |
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| Commonwealth Equity Services | 323k | $19M | -6% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 267k | $16M | 20% | Mar 2025 |
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| Wharton Business Group | 262k | $16M | 2% | Mar 2025 |
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| Bnp Paribas Arbitrage, Snc | 254k | $15M | -27% | Mar 2025 |
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| Cetera Investment Advisers | 249k | $15M | 0% | Dec 2024 |
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| Advisor Group Holdings | 243k | $15M | -5% | Mar 2025 |
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| HighTower Advisors | 237k | $14M | 15% | Dec 2024 |
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| Fwl Investment Management | 201k | $12M | 4% | Dec 2024 |
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| Point72 Asset Management | 200k | $12M | 100% | Mar 2025 |
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| Citadel Advisors | 196k | $12M | -45% | Mar 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 194k | $11M | -2% | Dec 2024 |
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| Arkansas Financial | 191k | $11M | 4% | Mar 2025 |
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| Kingsview Wealth Management | 191k | $12M | -8% | Mar 2025 |
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| Polar Securities | 183k | $11M | -54% | Mar 2025 |
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| Baker Avenue Asset Management | 167k | $10M | 2% | Mar 2025 |
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| Cambridge Investment Research Advisors | 165k | $10M | -5% | Mar 2025 |
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| Mivtachim The Workers Social Insurance Fund | 158k | $9.5M | 100% | Mar 2025 |
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| Mercer Global Advisors | 152k | $9.1M | -7% | Mar 2025 |
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| Equitable Holdings | 151k | $8.8M | -5% | Dec 2024 |
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| Cumberland Advisors | 144k | $8.7M | 45% | Mar 2025 |
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| Jones Financial Companies, L.L | 140k | $8.3M | 32% | Mar 2025 |
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| Paradigm Financial Partners | 136k | $7.9M | 4% | Dec 2024 |
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| Certified Advisory Corp | 135k | $8.1M | -1% | Mar 2025 |
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| Federation des caisses Desjardins du Quebec | 133k | $8.0M | 1% | Mar 2025 |
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| EP Wealth Advisors | 130k | $7.8M | -7% | Mar 2025 |
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| Mml Investors Services | 128k | $7.4M | -2% | Dec 2024 |
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| Safeguard Investment Advisory Group | 127k | $7.4M | 2% | Dec 2024 |
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| Alliancebernstein | 120k | $7.2M | 72% | Mar 2025 |
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| Wealth Advisory Solutions | 120k | $7.2M | 100% | Mar 2025 |
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| National Asset Management | 114k | $6.6M | -1% | Dec 2024 |
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| Oakmont Partners | 111k | $6.7M | -9% | Mar 2025 |
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| William Blair $ Company | 108k | $6.5M | 6% | Mar 2025 |
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| Means Investment | 108k | $6.5M | -29% | Mar 2025 |
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| Citigroup | 107k | $6.4M | -42% | Mar 2025 |
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| Anchor Investment Management | 107k | $6.4M | 0% | Mar 2025 |
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| Stifel Financial | 106k | $6.2M | 0% | Dec 2024 |
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| Janney Montgomery Scott | 105k | $6.3M | -4% | Mar 2025 |
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| Altfest L J & Co | 105k | $6.3M | 94% | Mar 2025 |
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| Yarbrough Capital | 105k | $6.3M | 0% | Mar 2025 |
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| Segment Wealth Management | 104k | $6.3M | -2% | Mar 2025 |
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| Baird Financial | 101k | $5.9M | -1% | Dec 2024 |
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| Moors & Cabot | 99k | $6.0M | 1% | Mar 2025 |
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| Peapack Gladstone Financial Corp | 97k | $5.9M | -3% | Mar 2025 |
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| Capital Analysts | 95k | $5.6M | -1% | Dec 2024 |
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| Principal Securities | 93k | $5.4M | 1% | Mar 2025 |
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| BFI Infinity | 88k | $5.3M | 100% | Mar 2025 |
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| Valicenti Advisory Services | 87k | $5.2M | 44% | Mar 2025 |
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| Millington Financial Advisors | 86k | $4.9M | 12% | Mar 2025 |
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| Northeast Financial Consultants | 84k | $5.0M | -20% | Mar 2025 |
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| Fifth Third Securities | 82k | $4.9M | -23% | Mar 2025 |
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| Goss Wealth Management | 80k | $4.6M | -8% | Dec 2024 |
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| Mariner Wealth Advisors | 80k | $4.8M | 5% | Mar 2025 |
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| Pnc Financial Services | 78k | $4.6M | 1% | Dec 2024 |
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| Riggs Asset Managment | 78k | $4.7M | 6% | Mar 2025 |
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| Branch Banking & Trust Company | 78k | $4.7M | -25% | Mar 2025 |
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| Capital Asset Advisory Services | 76k | $4.6M | -3% | Mar 2025 |
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| Axxcess Wealth Management | 76k | $4.6M | -3% | Mar 2025 |
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| Centaurus Financial | 76k | $4.4M | -5% | Dec 2024 |
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| J. Goldman & Co | 73k | $4.4M | 0% | Mar 2025 |
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| Geneos Wealth Management | 56k | $3.3M | 0% | Mar 2025 |
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| Dale Q Rice Investment Management | 72k | $4.3M | -2% | Mar 2025 |
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| LM Advisors | 71k | $4.3M | -4% | Mar 2025 |
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| Wolverine Trading | 70k | $4.1M | 100% | Dec 2024 |
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| Lake Hills Wealth Management | 69k | $4.2M | -9% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 68k | $4.0M | -12% | Dec 2024 |
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| Virtu Financial | 66k | $4.0M | -3% | Mar 2025 |
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| J.w. Cole Advisors | 65k | $3.9M | 24% | Mar 2025 |
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| Transcend Wealth Collective | 63k | $3.8M | -10% | Mar 2025 |
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| CMH Wealth Management | 62k | $3.7M | -1% | Mar 2025 |
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| CIBC World Markets | 61k | $3.6M | 10% | Mar 2025 |
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| Snider Financial Group | 60k | $3.6M | -15% | Mar 2025 |
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| Charter Oak Capital Management | 60k | $3.6M | -3% | Mar 2025 |
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| Prestige Wealth Management Group | 59k | $3.6M | 17% | Mar 2025 |
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| Creative Financial Designs | 58k | $3.5M | 2% | Mar 2025 |
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| Private Advisor | 58k | $3.5M | -6% | Mar 2025 |
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| Continuum Advisory | 55k | $3.3M | -2% | Mar 2025 |
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| Capital Fund Management | 55k | $3.3M | -31% | Mar 2025 |
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| Northstar Asset Management | 55k | $3.3M | -11% | Mar 2025 |
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| Apollon Financial | 54k | $3.2M | -10% | Mar 2025 |
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| Atria Wealth Solutions | 52k | $3.1M | 22% | Mar 2025 |
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| Somerset | 52k | $3.0M | -1% | Dec 2024 |
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| Diversified Enterprises | 51k | $3.1M | -1% | Mar 2025 |
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| Kestra Advisory Services | 50k | $2.9M | -36% | Dec 2024 |
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| Gray Wealth Management | 49k | $2.9M | 14% | Dec 2024 |
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| Tower Research Capital | 49k | $2.8M | 32% | Dec 2024 |
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| Chicago Partners Investment | 49k | $2.9M | 627% | Mar 2025 |
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| Townsquare Capital | 48k | $2.9M | 450% | Mar 2025 |
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| Orleans Capital Management Corp | 47k | $2.9M | -1% | Mar 2025 |
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| Madden Advisory Services | 46k | $2.7M | -6% | Dec 2024 |
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| Walleye Trading | 45k | $2.7M | 58% | Mar 2025 |
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| VisionPoint Advisory Group | 44k | $2.7M | -4% | Mar 2025 |
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| WCG Wealth Advisors | 44k | $2.6M | -3% | Mar 2025 |
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| Squarepoint Ops | 44k | $2.5M | 90% | Dec 2024 |
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| Hanson McClain Advisors | 42k | $2.5M | -5% | Mar 2025 |
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| Money Design | 42k | $2.5M | -12% | Mar 2025 |
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| Modern Wealth Management | 41k | $2.5M | 2% | Mar 2025 |
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| Dynamic Advisors Solutions | 40k | $2.4M | 1% | Mar 2025 |
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| 1 North Wealth Services | 40k | $2.3M | 100% | Dec 2024 |
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| Armor Investment Advisors | 40k | $2.4M | 0% | Mar 2025 |
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| Stratos Wealth Partners | 38k | $2.3M | -7% | Mar 2025 |
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| Koa Wealth Management | 37k | $2.2M | -8% | Mar 2025 |
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| Signature Estate and Investment Advisors | 37k | $2.2M | 17% | Mar 2025 |
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| Hallmark Capital Management | 36k | $2.2M | 45% | Mar 2025 |
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| Stonebridge Financial Planning Group | 36k | $2.1M | 2% | Mar 2025 |
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| Wiley Bros.-aintree Capital | 35k | $2.1M | 96% | Dec 2024 |
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| Citizens Financial Group | 35k | $2.1M | -6% | Mar 2025 |
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| Sequoia Financial Advisors | 35k | $2.1M | -7% | Mar 2025 |
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| Us Bancorp | 34k | $2.1M | -6% | Mar 2025 |
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| Garrison Point Advisors | 34k | $2.0M | 1% | Dec 2024 |
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| FMR | 34k | $2.0M | 20% | Mar 2025 |
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| YCMNET Advisors | 34k | $2.0M | -1% | Dec 2024 |
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| Nwam | 34k | $2.0M | 14% | Mar 2025 |
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| Rockefeller Capital Management | 33k | $1.9M | -5% | Dec 2024 |
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| Kestra Private Wealth Services | 33k | $2.0M | -2% | Mar 2025 |
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| Banque Cantonale Vaudoise | 32k | $2.0M | 3% | Mar 2025 |
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| Ameritas Advisory Services | 31k | $1.9M | -7% | Mar 2025 |
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| HPM Partners | 31k | $1.9M | -39% | Mar 2025 |
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| Hazlett, Burt & Watson | 31k | $1.5M | -1% | Mar 2025 |
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| Creative Planning | 31k | $1.8M | 6% | Mar 2025 |
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| D. E. Shaw & Co | 30k | $1.8M | 100% | Mar 2025 |
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| Institute For Wealth Management | 30k | $1.8M | 2% | Mar 2025 |
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| Bank Of Montreal | 30k | $1.7M | 3% | Dec 2024 |
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| Gail Mannix | 30k | $1.8M | 5% | Mar 2025 |
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| Viewpoint Investment Partners Corp | 29k | $1.8M | 100% | Mar 2025 |
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| Ayalon Holdings | 29k | $1.7M | 100% | Mar 2025 |
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| H D Vest Advisory Services | 29k | $1.7M | -9% | Dec 2024 |
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| Stratos Wealth Advisors | 29k | $1.7M | 51% | Mar 2025 |
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| IHT Wealth Management | 28k | $1.6M | -13% | Dec 2024 |
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| Venture Visionary Partners | 27k | $1.6M | 100% | Dec 2024 |
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| Apollon Wealth Management | 27k | $1.6M | -5% | Mar 2025 |
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| Integrated Advisors Network | 27k | $1.6M | -1% | Mar 2025 |
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| Warren Averett Asset Management | 27k | $1.6M | 3% | Dec 2024 |
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| Wealthedge Investment Advisors | 27k | $1.6M | 67% | Mar 2025 |
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| PFG Investments | 26k | $1.6M | -8% | Mar 2025 |
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| Miracle Mile Advisors | 26k | $1.5M | -8% | Mar 2025 |
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| Live Oak Private Wealth | 24k | $1.5M | -17% | Mar 2025 |
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| Bank Hapoalim Bm | 21k | $1.2M | -33% | Mar 2025 |
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| Eaton Financial Holdings Company | 20k | $1.2M | -31% | Mar 2025 |
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| FinDec Wealth Services | 18k | $1.1M | -56% | Mar 2025 |
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| Strategic Wealth Partners | 11k | $709k | -92% | Dec 2024 |
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| Advisory Services Network | 8.6k | $502k | -75% | Dec 2024 |
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| Mason & Associates | 4.9k | $298k | -90% | Mar 2025 |
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| Qube Research & Technologies | 2.4k | $138k | -95% | Dec 2024 |
|
Who sold out of iShares Dow Jones US Medical Dev.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Baltimore-Washington Financial Advisors | Sep 2024 | 272k | $16M |
| Independent Advisor Alliance | Dec 2024 | 69k | $4.0M |
| Tocqueville Asset Management | Dec 2024 | 40k | $2.4M |
| Quantitative Investment Management | Sep 2024 | 32k | $1.9M |
| Prudential Financial | Sep 2024 | 32k | $1.9M |
| Econ Financial Services Corp | Dec 2024 | 29k | $1.7M |