iShares U.S. Medical DevicesIHIETF

13F holders, Q1 2024 (March 31)
581holders
2famous investors
$58.55avg. 13F price*

At the end of Q1 2024, 581 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings. The largest holders were Citigroup Inc. ($305.8M), Morgan Stanley ($190.2M) and Bank of America Corp. ($142.3M). 2 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares U.S. Medical Devices
CUSIP
464288810
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 581Q1 2024Q2 2024: 545Q2 2024Q3 2024: 555Q3 2024Q4 2024: 565Q4 2024Q1 2025: 560Q1 2025Q2 2025: 547Q2 2025Q3 2025: 526Q3 2025Q4 2025: 557Q4 2025Q1 2026: 511Q1 2026Q2 2026: 503Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions59$51.6M
Exits49$301.5M

Ownership 581 holders

Citigroup Inc. 0.33% Add +23238.4% 5,218,928 $305.8M
Morgan Stanley 0.02% Reduce -1.6% 3,246,587 $190.2M
Bank of America Corp. 0.01% Add +3.5% 2,429,195 $142.3M
LPL Financial LLC 0.07% Reduce -2.2% 2,247,402 $131.7M
Fisher Asset Management 0.05% Reduce -3.3% 2,006,637 $117.6M
UBS Group AG 0.02% Reduce -4.4% 1,265,893 $74.2M
Wells Fargo & Company 0.02% Reduce -10.3% 1,192,264 $69.9M
Envestnet Asset Management Inc. 0.03% Reduce -2.5% 1,141,815 $66.9M
Royal Bank of Canada 0.01% Reduce -21.7% 836,919 $49.0M
Goldman Sachs Group Inc. 0.01% Add +37.2% 676,509 $39.6M
JPMorgan Chase & Co. 0.00% Add +14.3% 632,842 $37.1M
Ameriprise Financial Inc. 0.01% Reduce -8.9% 480,783 $28.2M
Flaharty Asset Management, LLC 3.68% Add +11.9% 423,542 $24.8M
Osaic Holdings, Inc. 0.05% Reduce -6.2% 402,666 $23.6M
Raymond James & Associates 0.01% Reduce -2.2% 373,951 $21.9M
Commonwealth Equity Services, LLC 0.03% Reduce -5.5% 358,764 $21.0M
Migdal Insurance & Financial Holdings Ltd. 0.33% Reduce -1.0% 352,843 $20.7M
Barclays PLC 0.01% Add +7693.2% 352,095 $20.6M
Marshall Wace, LLP 0.03% Add +6.3% 349,435 $20.5M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -6.1% 345,215 $20.2M
Bank Hapoalim BM 2.20% Add +2.4% 278,885 $16.3M
Mackenzie Financial Corp. 0.02% Reduce -0.4% 268,265 $15.7M
RiverFront Investment Group, LLC 0.44% Add +10.5% 267,667 $15.7M
Wharton Business Group, LLC 0.75% Add +14.4% 266,975 $15.6M
Baltimore-Washington Financial Advisors, Inc. 0.92% Add +5.7% 246,621 $14.4M
Cetera Investment Advisers 0.03% Add +435.3% 233,834 $13.7M
Gerber Kawasaki Wealth & Investment Management 0.73% Reduce -4.6% 231,681 $13.6M
Wealth Enhancement Advisory Services, LLC 0.03% Add +0.5% 222,625 $13.0M
HighTower Advisors, LLC 0.02% Add +168.0% 210,760 $12.3M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -3.9% 209,673 $12.3M
Citadel Advisors 0.01% Add +754.7% 207,215 $12.1M
Mercer Global Advisors Inc. 0.03% Add +2.0% 206,027 $12.1M
Equitable Holdings, Inc. 0.13% Add +1.3% 199,678 $11.7M
Arkansas Financial Group, Inc. 1.85% Add +2.0% 179,247 $10.5M
FWL Investment Management, LLC 5.79% Add +0.6% 179,180 $10.5M
MML Investors Services, LLC 0.04% Reduce -12.1% 177,906 $10.4M
Means Investment Co., Inc. 1.35% Reduce -11.2% 177,544 $10.4M
Baker Avenue Asset Management, LP 0.36% Add +6.8% 160,550 $9.4M
Northeast Financial Consultants Inc 0.46% Reduce -23.8% 159,089 $9.3M
EP Wealth Advisors, LLC 0.11% Reduce -2.4% 158,343 $9.3M
Jane Street Group, LLC 0.01% Reduce -2.3% 155,256 $9.1M
Mirabella Financial Services LLP 0.63% New 148,610 $8.7M
Hamilton Wealth, LLC 2.69% Reduce -7.1% 147,124 $8.6M
Truist Financial Corp. 0.01% Reduce -8.7% 142,473 $8.3M
Certified Advisory Corp 1.15% Add +2.4% 140,621 $8.2M
Dakota Wealth Management 0.19% Add +31.1% 131,218 $7.7M
Gimbal Financial 6.27% Add +291.3% 130,768 $7.7M
Strategic Wealth Partners, Ltd. 0.82% Add +10.8% 128,334 $7.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.6% 127,223 $7.5M
Janney Montgomery Scott LLC 0.02% Add +3.5% 121,734 $7.1M
NewEdge Advisors, LLC 0.06% Reduce -0.7% 120,147 $7.0M
BNP Paribas Financial Markets 0.01% Add +581.3% 116,170 $6.8M
Federation des caisses Desjardins du Quebec 0.05% Add +3.5% 116,112 $6.8M
Fifth Third Securities, Inc. 0.64% Add +19.9% 113,286 $6.6M
Kingsview Wealth Management, LLC 0.17% Add +300.8% 112,723 $6.6M
Alliancebernstein L.P. 0.00% Reduce -47.2% 111,132 $6.5M
Peapack Gladstone Financial Corp. 0.10% Reduce -1.5% 110,478 $6.5M
Safeguard Investment Advisory Group, LLC 2.20% Add +5.4% 110,478 $6.5M
Riggs Asset Managment Co. Inc. 1.86% New 108,597 $6.4M
Cumberland Advisors Inc. 2.33% New 106,770 $6.3M
Baird Financial Group, Inc. 0.01% Reduce -0.3% 106,411 $6.2M
Yarbrough Capital, LLC 0.27% No change 104,660 $6.1M
Segment Wealth Management, LLC 0.47% Add +1.4% 104,518 $6.1M
FinDec Wealth Services, Inc. 3.82% Reduce -2.1% 103,605 $6.1M
Blair William & Co. 0.02% Add +1.5% 102,562 $6.0M
Capital Analysts, LLC 0.28% Reduce -8.9% 101,995 $6.0M
Moors & Cabot, Inc. 0.32% Add +1.7% 101,793 $6.0M
Eagle Strategies LLC 1.31% New 100,890 $5.9M
Stifel Financial Corp. 0.01% Reduce -0.1% 99,342 $5.8M
Anchor Investment Management, LLC 0.60% Add +1.3% 97,373 $5.7M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -10.7% 114,143 $5.5M
Mariner, LLC 0.01% Reduce -6.1% 94,378 $5.5M
Manchester Financial Inc. 1.43% Add +0.5% 93,759 $5.5M
CMH Wealth Management LLC 1.35% Reduce -9.6% 90,414 $5.3M
Dynamic Advisor Solutions LLC 0.17% Reduce -9.1% 87,471 $5.1M
Jmac Enterprises LLC 0.95% Add +13.7% 87,395 $5.1M
LM Advisors LLC 0.90% Reduce -4.0% 87,009 $5.1M
Axxcess Wealth Management, LLC 0.14% Add +14.9% 85,200 $5.0M
Principal Securities, Inc. 0.16% Add +2.9% 85,101 $5.0M
Oak Root LLC 0.67% New 84,994 $5.0M
Atria Wealth Solutions, Inc. 0.06% Reduce -8.2% 84,729 $5.0M
Altfest L J & Co. Inc. 0.65% Add +1.8% 78,763 $4.6M
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 78,529 $4.6M
Kestra Advisory Services, LLC 0.03% Reduce -1.1% 78,464 $4.6M
Charter Oak Capital Management, LLC 0.48% Reduce -1.7% 77,220 $4.5M
Centaurus Financial, Inc. 0.31% Reduce -27.0% 75,220 $4.4M
Money Design Co.,Ltd. 0.24% Reduce -16.4% 74,708 $4.4M
Transcend Capital Advisors, LLC 0.34% Add +16.2% 72,584 $4.3M
Mason & Associates Inc 1.13% Add +7.3% 72,538 $4.2M
Apollon Financial, LLC 1.44% Reduce -3.3% 71,185 $4.2M
Capital Asset Advisory Services LLC 0.24% Add +3.6% 72,038 $4.1M
Snider Financial Group 1.71% Reduce -1.6% 70,125 $4.1M
Penserra Capital Management LLC 0.05% Add +19.1% 69,243 $4.1M
Avantax Advisory Services, Inc. 0.04% Reduce -22.5% 68,610 $4.0M
NORTHSTAR ASSET MANAGEMENT Co 0.98% Reduce -2.9% 68,000 $4.0M
Private Advisor Group, LLC 0.03% Reduce -14.5% 65,527 $3.8M
LYNX Capital Group Ltd. 2.58% Add +16.4% 65,188 $3.8M
Seaview Investment Managers LLC 1.14% Add +48.1% 64,803 $3.8M
Rwa Wealth Partners, LLC 0.05% Reduce -4.3% 64,078 $3.8M
Creative Financial Designs Inc. 0.34% Add +1.4% 61,056 $3.6M

"% of holder's portfolio" is IHI's weight in each manager's 13F, not the share of iShares U.S. Medical Devices the manager owns.

Show all 581 holders