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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $51.6M |
| Exits | 49 | $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 |
| Valley Wealth Managers, Inc. | 0.25% | Add +0.2% | 57,732 | $3.4M |
| Diversified, LLC | 0.46% | Reduce -1.9% | 57,144 | $3.3M |
| Ameritas Advisory Services, LLC | 0.13% | Add +47.2% | 56,532 | $3.2M |
| Somerset Group LLC | 2.97% | Reduce -17.1% | 54,095 | $3.2M |
| Concord Investment Counsel Inc. | 1.13% | — | 53,493 | $3.1M |
| Madden Advisory Services, Inc. | 1.65% | Reduce -4.9% | 53,283 | $3.1M |
| Continuum Advisory, LLC | 0.46% | Reduce -14.0% | 55,507 | $3.1M |
| Prestige Wealth Management Group LLC | 0.66% | Add +1.1% | 52,585 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -1.0% | 51,556 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -13.4% | 50,899 | $3.0M |
| Mathes Company, Inc. | 1.12% | No change | 50,700 | $3.0M |
| Cerity Partners LLC | 0.01% | Add +5.0% | 52,813 | $2.9M |
| Orleans Capital Management Corp. | 1.86% | Add +1.5% | 48,355 | $2.8M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -13.1% | 48,270 | $2.8M |
| Allworth Financial LP | 0.02% | Reduce -10.3% | 48,212 | $2.8M |
| Balefire, LLC | 1.01% | Reduce -7.9% | 47,899 | $2.8M |
| Phoenix Financial Ltd. | 0.04% | New | 46,054 | $2.7M |
| Koa Wealth Management, LLC | 2.40% | Add +4.0% | 45,522 | $2.7M |
| Cibc World Market Inc. | 0.01% | Reduce -0.3% | 44,806 | $2.6M |
| Stonebridge Financial Planning Group, LLC | 1.37% | Reduce -25.4% | 44,171 | $2.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -2.8% | 43,361 | $2.5M |
| Scotia Capital Inc. | 0.01% | Reduce -5.8% | 42,415 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +25.3% | 41,941 | $2.5M |
| WCG Wealth Advisors LLC | 0.21% | Add +21.5% | 41,933 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +28.7% | 40,994 | $2.4M |
| US Bancorp \de | 0.00% | Reduce -20.4% | 40,844 | $2.4M |
| Cypress Asset Management Inc. | 0.65% | Reduce -2.9% | 39,635 | $2.4M |
| Gray Wealth Management Inc. | 1.06% | Add +1.3% | 40,643 | $2.4M |
| WESPAC Advisors, LLC | 1.36% | Add +19.6% | 39,866 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +22.3% | 38,602 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -41.6% | 38,412 | $2.3M |
| Armor Investment Advisors, LLC | 1.07% | Reduce -0.9% | 37,857 | $2.2M |
| Bank of Montreal | 0.00% | Add +25.3% | 37,583 | $2.2M |
| Oak Family Advisors, LLC | 0.84% | Reduce -0.5% | 37,331 | $2.2M |
| Eaton Financial Holdings Company, LLC | 1.11% | Add +3.5% | 36,491 | $2.1M |
| IHT Wealth Management, LLC | 0.08% | Add +46.0% | 35,151 | $2.1M |
| Hazlett, Burt & Watson, Inc. | 1.23% | Reduce -10.6% | 34,911 | $2.0M |
| Composition Wealth, LLC | 0.05% | Reduce -0.4% | 34,871 | $2.0M |
| Destination Wealth Management | 0.07% | Add +3.0% | 33,468 | $2.0M |
| Garrison Point Advisors, LLC | 1.25% | Reduce -0.0% | 33,071 | $1.9M |
| Banque Cantonale Vaudoise | 0.08% | Reduce -4.1% | 32,935 | $1.9M |
| Advisory Services Network, LLC | 0.04% | Add +2.0% | 32,027 | $1.9M |
| WP Advisors, LLC | 0.61% | Add +7.3% | 31,867 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +12.9% | 31,862 | $1.9M |
| Cedar Brook Financial Partners, LLC | 0.36% | Add +2.4% | 31,427 | $1.8M |
| Parallel Advisors, LLC | 0.05% | Reduce -10.7% | 29,788 | $1.7M |
| PFG Investments, LLC | 0.11% | Reduce -46.0% | 29,782 | $1.7M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -4.2% | 29,776 | $1.7M |
| Boothbay Fund Management, LLC | 0.05% | New | 29,600 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.1% | 29,450 | $1.7M |
| Institute for Wealth Management, LLC. | 0.22% | Reduce -0.0% | 28,835 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +0.1% | 28,589 | $1.7M |
| Montecito Bank & Trust | 0.33% | Reduce -7.7% | 28,327 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Reduce -3.7% | 26,757 | $1.6M |
| CIC Wealth, LLC | 0.45% | Reduce -8.5% | 26,625 | $1.6M |
| TruWealth Advisors, LLC | 0.11% | Reduce -9.6% | 26,399 | $1.5M |
| FMR LLC | 0.00% | Add +18.6% | 25,877 | $1.5M |
| National Bank of Canada | 0.00% | Add +17.3% | 27,153 | $1.5M |
| Lanark Financial, Inc. | 0.14% | Reduce -2.9% | 25,833 | $1.5M |
| Live Oak Private Wealth LLC | 0.26% | Reduce -1.7% | 25,705 | $1.5M |
| Pacific Sun Financial Corp | 0.85% | Reduce -0.9% | 24,977 | $1.5M |
| Waverly Advisors, LLC | 0.03% | New | 24,689 | $1.4M |
| Regions Financial Corp. | 0.01% | Reduce -0.4% | 24,482 | $1.4M |
| Ogorek Anthony Joseph /NY/ | 0.50% | Reduce -6.3% | 24,376 | $1.4M |
| Mgo One Seven LLC | 0.07% | Add +48.7% | 24,211 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +119.7% | 24,187 | $1.4M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +6.1% | 23,928 | $1.4M |
| HRT Financial LP | 0.01% | Reduce -73.3% | 23,854 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Add +2.1% | 23,820 | $1.4M |
| Vontobel Holding Ltd. | 0.01% | Add +19.6% | 23,592 | $1.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | Reduce -96.8% | 23,476 | $1.4M |
| Sowell Financial Services LLC | 0.06% | Reduce -42.9% | 23,195 | $1.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.04% | Reduce -3.6% | 22,890 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -29.1% | 22,690 | $1.3M |
| GTS Securities LLC | 0.04% | New | 22,596 | $1.3M |
| Smith, Moore & Co. | 0.14% | Add +4.1% | 21,935 | $1.3M |
| Brick & Kyle, Associates | 0.57% | Reduce -60.8% | 22,351 | $1.3M |
| Pacific Center for Financial Services | 0.36% | Reduce -0.2% | 21,482 | $1.3M |
| Creative Planning | 0.00% | Reduce -3.3% | 21,230 | $1.2M |
| Mutual Advisors, LLC | 0.04% | Reduce -68.2% | 21,040 | $1.2M |
| IFG Advisory, LLC | 0.09% | Add +27.3% | 20,746 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Reduce -5.5% | 20,636 | $1.2M |
| Valued Retirements, Inc. | 1.86% | No change | 19,872 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Add +36.4% | 19,816 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +9.4% | 19,603 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +12.9% | 19,465 | $1.1M |
| Choreo, LLC | 0.03% | Add +4.3% | 19,425 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.60% | Reduce -2.6% | 19,274 | $1.1M |
| Modern Wealth Management, LLC | 0.10% | New | 19,185 | $1.1M |
| Paragon Financial Partners, Inc. | 0.91% | Reduce -3.1% | 18,865 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -4.5% | 18,755 | $1.1M |
| Panoramic Investment Advisors, LLC | 0.80% | Reduce -6.8% | 18,452 | $1.1M |
| Clear Creek Financial Management, LLC | 0.14% | Add +1.0% | 18,360 | $1.1M |
| Summit Financial Group, Inc. | 0.38% | Reduce -2.7% | 18,310 | $1.1M |
| Retirement Planning Co of New England, Inc. | 0.59% | Reduce -1.8% | 18,299 | $1.1M |
| Glenview Trust Co | 0.02% | Reduce -10.3% | 18,216 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Reduce -22.6% | 18,189 | $1.1M |
| Brookstone Capital Management | 0.02% | Reduce -4.7% | 18,168 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +6.1% | 17,904 | $1.0M |
| USAdvisors Wealth Management, LLC | 0.39% | Reduce -4.0% | 17,446 | $1.0M |
| Townsquare Capital LLC | 0.01% | Add +1.7% | 17,265 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -14.8% | 17,228 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -14.8% | 17,228 | $1.0M |
| K.J. Harrison & Partners Inc | 0.15% | Reduce -32.0% | 17,000 | $996K |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +55.7% | 16,766 | $982K |
| StoneX Group Inc. | 0.09% | Add +18.3% | 16,764 | $982K |
| Cwm, LLC | 0.00% | Reduce -21.4% | 16,673 | $977K |
| Y.D. More Investments Ltd | 0.17% | Add +23.7% | 16,537 | $968K |
| &partners | 0.13% | Add +2.8% | 16,324 | $956K |
| Foundations Investment Advisors, LLC | 0.02% | Add +280.0% | 16,223 | $951K |
| International Assets Investment Management, LLC | 0.10% | Reduce -6.7% | 16,388 | $948K |
| Realta Investment Advisors | 0.19% | Add +177.7% | 15,904 | $932K |
| Eq LLC | 0.57% | Reduce -5.6% | 15,759 | $923K |
| Lincoln National Corp. | 0.01% | Reduce -44.0% | 15,642 | $916K |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +1.8% | 15,633 | $916K |
| Worth Venture Partners, LLC | 6.34% | New | 15,500 | $908K |
| Founders Financial Securities LLC | 0.10% | Reduce -14.9% | 15,456 | $906K |
| Triangle Securities Wealth Management | 0.26% | No change | 15,447 | $905K |
| V2 Financial group LLC | 0.62% | No change | 15,400 | $902K |
| Solutions 4 Wealth, Ltd | 2.51% | Add +0.1% | 15,255 | $894K |
| Summit Trail Advisors, LLC | 0.02% | No change | 14,866 | $871K |
| Belpointe Asset Management LLC | 0.06% | Reduce -47.6% | 14,785 | $866K |
| Trivium Point Advisory, LLC | 0.18% | Add +164.2% | 14,636 | $858K |
| Carnegie Investment Counsel | 0.03% | Reduce -2.4% | 14,625 | $857K |
| Wolverine Trading, LLC | 0.01% | New | 14,498 | $849K |
| RFG Advisory, LLC | 0.03% | Add +2.6% | 14,360 | $841K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -72.1% | 14,352 | $841K |
| Spire Wealth Management | 0.02% | Add +0.8% | 14,332 | $840K |
| Brown Advisory Inc. | 0.00% | Reduce -0.8% | 14,277 | $836K |
| Sharkey, Howes & Javer | 0.14% | Reduce -3.9% | 14,085 | $825K |
| Venture Visionary Partners LLC | 0.04% | No change | 13,625 | $798K |
| Commerce Bank | 0.01% | Reduce -0.9% | 13,537 | $793K |
| Financial Advocates Investment Management | 0.05% | Reduce -42.1% | 10,027 | $790K |
| Guerra Pan Advisors, LLC | 0.72% | Add +0.9% | 13,375 | $784K |
| Spinnaker Trust | 0.05% | No change | 12,862 | $754K |
| Mascoma Wealth Management LLC | 0.21% | Reduce -18.0% | 12,718 | $745K |
| Lido Advisors, LLC | 0.01% | Reduce -13.3% | 12,638 | $740K |
| Caldwell Trust Co | 0.09% | Reduce -5.1% | 12,469 | $731K |
| First Wilshire Securities Management Inc. | 0.21% | No change | 12,300 | $721K |
| Watchman Group, Inc. | 0.22% | Reduce -0.4% | 12,180 | $714K |
| Traynor Capital Management, Inc. | 0.07% | Reduce -15.2% | 12,177 | $713K |
| Jones Financial Companies LLLP | 0.00% | Add +2581.8% | 12,068 | $707K |
| Avior Wealth Management, LLC | 0.03% | Add +1272.5% | 12,064 | $707K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -6.9% | 11,955 | $700K |
| Heirloom Wealth Management | 0.24% | Reduce -21.3% | 11,768 | $689K |
| Hartline Investment Corp./ | 0.12% | New | 11,720 | $687K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -2.9% | 11,720 | $687K |
| New Insight Wealth Advisors | 0.42% | Reduce -0.9% | 11,535 | $676K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -1.6% | 11,455 | $671K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +12.3% | 11,451 | $671K |
| Wedbush Securities Inc. | 0.03% | Reduce -11.2% | 11,427 | $669K |
| NorthRock Partners, LLC | 0.02% | Reduce -12.7% | 11,082 | $649K |
| Kovack Advisors, Inc. | 0.08% | Add +0.4% | 11,072 | $649K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -33.4% | 11,062 | $648K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -61.5% | 10,991 | $644K |
| Lwmg, LLC | 0.15% | Add +0.0% | 10,954 | $642K |
| Mezzasalma Advisors, LLC | 0.30% | Reduce -34.7% | 10,800 | $633K |
| Main Street Financial Solutions, LLC | 0.07% | Add +1.8% | 10,570 | $619K |
| Merit Financial Group, LLC | 0.01% | New | 11,002 | $611K |
| Sage Capital Management, LLC | 0.33% | Add +0.0% | 10,345 | $606K |
| IFP Advisors, Inc | 0.03% | Reduce -41.8% | 10,225 | $599K |
| Strategic Advisors LLC | 0.12% | Reduce -1.9% | 10,090 | $591K |
| Independent Financial Group, LLC | 0.03% | Reduce -9.4% | 10,075 | $590K |
| Sterling Investment Counsel, LLC | 0.27% | Add +20.8% | 10,067 | $590K |
| Phraction Management LLC | 0.25% | No change | 10,016 | $587K |
| Stephens Inc. | 0.01% | Add +4.8% | 9,764 | $572K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.0% | 9,749 | $571K |
| Gallacher Capital Management LLC | 0.29% | Add +2.0% | 9,632 | $564K |
| Cornerstone Advisory, LLC | 0.08% | No change | 9,610 | $563K |
| Jacobi Capital Management LLC | 0.05% | Add +1.6% | 9,530 | $558K |
| Finivi Inc. | 0.50% | Reduce -1.4% | 9,441 | $553K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -8.2% | 9,387 | $550K |
| Apollon Wealth Management, LLC | 0.02% | No change | 9,305 | $545K |
| Cutler Investment Counsel LLC | 0.07% | Reduce -2.6% | 9,303 | $545K |
| Pathstone Holdings, LLC | 0.00% | Add +26.1% | 9,295 | $545K |
| First Foundation Advisors | 0.02% | No change | 9,290 | $544K |
| Wealthfront Advisers LLC | 0.00% | Add +12.4% | 9,220 | $540K |
| MAI Capital Management | 0.01% | Add +0.9% | 9,204 | $539K |
| Westshore Wealth, LLC | 0.22% | No change | 9,092 | $533K |
| Private Trust Co. NA | 0.06% | Add +1.9% | 8,965 | $525K |
| Level Four Advisory Services, LLC | 0.03% | No change | 9,728 | $525K |
| Advisors Capital Management, LLC | 0.01% | Add +3.3% | 8,898 | $521K |
| Houlihan Financial Resource Group, Ltd. | 0.23% | No change | 8,700 | $510K |
| Meridian Wealth Management, LLC | 0.08% | Reduce -1.3% | 8,680 | $509K |
| Comprehensive Wealth Management, LLC | 0.39% | Add +3.8% | 8,638 | $506K |
| Nwam LLC | 0.04% | Reduce -2.9% | 9,020 | $504K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -2.0% | 8,599 | $504K |
| Fox Hill Wealth Management | 0.33% | Add +1.3% | 8,472 | $496K |
| Qube Research & Technologies Ltd | 0.00% | New | 8,463 | $496K |
| Riverpoint Wealth Management Holdings, LLC | 0.14% | Add +0.1% | 8,440 | $494K |
| Pettyjohn, Wood & White, Inc. | 0.10% | Reduce -6.7% | 8,410 | $493K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -10.1% | 7,257 | $492K |
| American Institute for Advanced Investment Management, LLP | 0.39% | Reduce -5.5% | 8,375 | $491K |
| BLB&B Advisors, LLC | 0.03% | No change | 8,346 | $489K |
| SpiderRock Advisors, LLC | 0.02% | — | 8,532 | $488K |
| Holistic Financial Partners | 0.25% | Reduce -2.3% | 8,314 | $487K |
| Opes Wealth Management LLC | 0.11% | Reduce -2.4% | 8,298 | $486K |
| Summit Financial, LLC | 0.03% | Add +13.3% | 8,223 | $482K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 8,184 | $480K |
| Glen Eagle Advisors, LLC | 0.09% | Add +1.3% | 7,935 | $465K |
| Millington Financial Advisors, LLC | 0.33% | No change | 7,924 | $464K |
| PFG Advisors | 0.03% | Reduce -1.8% | 7,882 | $462K |
| Good Life Advisors, LLC | 0.04% | Reduce -0.6% | 7,859 | $460K |
| Comerica Bank | 0.00% | Reduce -38.3% | 7,686 | $450K |
| Wedmont Private Capital | 0.03% | No change | 7,741 | $447K |
| KCM Investment Advisors LLC | 0.02% | No change | 7,566 | $443K |
| PCG Wealth Advisors, LLC | 0.21% | Reduce -4.1% | 7,510 | $440K |
| Shufro Rose & Co. LLC | 0.04% | Add +15.4% | 7,500 | $439K |
| CreativeOne Wealth, LLC | 0.02% | New | 7,476 | $438K |
| Circle Wealth Management, LLC | 0.01% | Reduce -53.7% | 7,404 | $434K |
| Harbor Investment Advisory, LLC | 0.05% | No change | 7,356 | $431K |
| Physician Wealth Advisors, Inc. | 0.09% | Add +4.1% | 7,749 | $431K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -31.2% | 7,289 | $427K |
| Primoris Wealth Advisors, LLC | 0.34% | Reduce -1.4% | 7,235 | $424K |
| Delta Asset Management LLC | 0.04% | No change | 7,200 | $422K |
| Bernardo Wealth Planning LLC | 0.12% | Reduce -22.4% | 7,152 | $419K |
| Csenge Advisory Group | 0.02% | Reduce -14.8% | 7,119 | $417K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.5% | 7,039 | $412K |
| TNF LLC | 0.16% | Add +1.6% | 7,399 | $412K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -12.7% | 7,022 | $411K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -1.6% | 7,015 | $411K |
| Global Retirement Partners, LLC | 0.02% | Add +0.7% | 7,015 | $411K |
| Advantage Trust Co | 0.30% | No change | 6,960 | $408K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -6.3% | 6,650 | $390K |
| Bank of New York Mellon Corp | 0.00% | Add +37.1% | 6,645 | $389K |
| Welch Group, LLC | 0.02% | No change | 6,630 | $388K |
| Client 1ST Advisory Group, LLC | 0.17% | Reduce -5.8% | 6,534 | $383K |
| Secure Asset Management, LLC | 0.09% | Reduce -21.4% | 6,384 | $374K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -1.5% | 6,350 | $372K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 6,688 | $371K |
| Financial Advisory Partners, LLC | 0.14% | No change | 6,300 | $369K |
| LexAurum Advisors, LLC | 0.09% | Add +4.8% | 6,261 | $367K |
| Valeo Financial Advisors, LLC | 0.01% | Add +32.5% | 6,470 | $360K |
| SG Americas Securities, LLC | 0.00% | Add +107.3% | 6,127 | $359K |
| Kraft, Davis & Associates, LLC | 0.11% | Reduce -6.9% | 6,466 | $358K |
| Signet Financial Management, LLC | 0.05% | Add +1.9% | 6,067 | $355K |
| Cahill Financial Advisors Inc. | 0.05% | Add +0.0% | 6,003 | $352K |
| Independent Family Office, LLC | 0.19% | New | 6,000 | $352K |
| HFR Wealth Management, LLC | 0.09% | No change | 6,000 | $352K |
| Paragon Private Wealth Management, LLC | 0.21% | New | 5,999 | $351K |
| Avitas Wealth Management LLC | 0.05% | Reduce -2.0% | 5,993 | $351K |
| Plotkin Financial Advisors, LLC | 0.23% | Reduce -28.0% | 5,973 | $350K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -17.2% | 5,950 | $349K |
| Daymark Wealth Partners, LLC | 0.02% | New | 5,830 | $342K |
| Castleview Partners, LLC | 0.19% | Add +0.5% | 5,663 | $332K |
| Wealth Group, Ltd. | 0.25% | — | 5,628 | $330K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -21.8% | 5,547 | $325K |
| McElhenny Sheffield Capital Management, LLC | 0.12% | Reduce -3.6% | 5,538 | $324K |
| Farther Finance Advisors, LLC | 0.02% | Add +2.6% | 5,526 | $320K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,353 | $314K |
| Advisory Alpha, LLC | 0.01% | Reduce -10.3% | 5,345 | $313K |
| Sfm, LLC | 0.24% | Reduce -8.0% | 5,317 | $312K |
| Biondo Investment Advisors, LLC | 0.05% | Add +5.8% | 5,282 | $309K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 5,277 | $309K |
| MMBG Investment Advisors Co. | 0.03% | Add +3.4% | 5,275 | $309K |
| Patten & Patten Inc. | 0.02% | Reduce -11.9% | 5,270 | $309K |
| WR Wealth Planners, LLC | 0.09% | Reduce -11.3% | 5,211 | $305K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -11.9% | 5,181 | $304K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +4.9% | 5,180 | $303K |
| Forza Wealth Management, LLC | 0.16% | No change | 5,100 | $299K |
| Psagot Value Holdings Ltd. / (Israel) | 2.67% | No change | 5,019 | $294K |
| HSBC Holdings PLC | 0.00% | New | 5,000 | $293K |
| Clear Harbor Asset Management, LLC | 0.03% | No change | 4,959 | $291K |
| Sterling Financial Planning, Inc. | 0.12% | Add +0.0% | 4,943 | $290K |
| Tyche Wealth Partners LLC | 0.07% | Reduce -2.3% | 4,935 | $289K |
| Cresset Asset Management, LLC | 0.00% | Reduce -21.2% | 4,923 | $288K |
| Money Concepts Capital Corp. | 0.03% | Add +8.6% | 4,911 | $288K |
| Arrien Investments, Inc. | 0.23% | New | 4,869 | $285K |
| Shared Vision Wealth Group LLC | 0.18% | No change | 4,848 | $284K |
| Acropolis Investment Management, LLC | 0.02% | No change | 4,800 | $281K |
| Citizens Financial Group Inc. | 0.01% | New | 4,800 | $281K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 4,792 | $281K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.4% | 4,714 | $276K |
| L & S Advisors Inc | 0.04% | New | 4,696 | $275K |
| DHK Financial Advisors, Inc. | 0.19% | No change | 4,620 | $271K |
| Bogart Wealth, LLC | 0.01% | Reduce -0.3% | 4,604 | $270K |
| Prospera Financial Services Inc | 0.01% | Reduce -20.5% | 4,478 | $263K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -20.1% | 4,445 | $260K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -89.8% | 4,404 | $258K |
| Raymond James Trust N.A. | 0.01% | Reduce -10.6% | 4,314 | $253K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -3.4% | 4,311 | $253K |
| Regal Investment Advisors LLC | 0.02% | Add +0.1% | 4,256 | $249K |
| Buckingham Strategic Wealth, LLC | 0.00% | New | 4,187 | $245K |
| Tufton Capital Management | 0.05% | Add +3.2% | 4,050 | $237K |
| Strategic Blueprint, LLC | 0.02% | Reduce -11.3% | 4,019 | $235K |
| Focus Financial Network, Inc. | 0.01% | — | 4,318 | $235K |
| Prairie Wealth Advisors, Inc. | 0.11% | — | 4,005 | $235K |
| SPC Financial, Inc. | 0.02% | No change | 4,002 | $234K |
| Sonoma Private Wealth LLC | 0.38% | Add +3.1% | 4,000 | $234K |
| Arkadios Wealth Advisors | 0.02% | Reduce -10.0% | 3,995 | $234K |
| Western Wealth Management, LLC | 0.02% | Add +1.5% | 3,957 | $232K |
| Corient Private Wealth LP | 0.00% | Reduce -74.5% | 3,926 | $230K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.3% | 3,906 | $229K |
| AMG National Trust Bank | 0.01% | No change | 3,888 | $228K |
| Colonial Trust Co / SC | 0.04% | No change | 3,847 | $225K |
| Northern Trust Corp. | 0.00% | New | 3,845 | $225K |
| Jackson Square Capital, LLC | 0.06% | No change | 3,792 | $222K |
| Keybank National Association | 0.00% | Reduce -4.5% | 3,781 | $222K |
| FLC Capital Advisors | 0.06% | New | 3,762 | $220K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -5.1% | 3,754 | $220K |
| Marcum Wealth, LLC | 0.02% | Reduce -6.1% | 3,738 | $219K |
| Cadent Capital Advisors, LLC | 0.09% | Add +0.1% | 3,722 | $218K |
| Prosperity Financial Group, Inc. | 0.13% | Reduce -15.9% | 3,710 | $217K |
| Source Financial Advisors LLC | 0.07% | Reduce -43.2% | 3,702 | $217K |
| GeoWealth Management, LLC | 0.01% | Reduce -43.2% | 3,702 | $217K |
| S. R. Schill & Associates | 0.09% | Reduce -2.1% | 3,702 | $217K |
| Hudock, Inc. | 0.05% | New | 3,665 | $215K |
| Bleakley Financial Group, LLC | 0.01% | New | 3,654 | $214K |
| Simplicity Wealth,LLC | 0.01% | New | 3,654 | $214K |
| Mountain Capital Investment Advisors Inc. | 0.06% | Reduce -0.6% | 3,700 | $214K |
| TrinityPoint Wealth, LLC | 0.04% | Reduce -6.4% | 3,640 | $213K |
| Larson Financial Group LLC | 0.02% | Add +7.1% | 3,637 | $213K |
| Forte Asset Management LLC | 0.13% | New | 3,608 | $211K |
| Two Sigma Securities, LLC | 0.01% | New | 3,582 | $210K |
| Strategic Advocates LLC | 0.08% | New | 3,580 | $210K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -4.0% | 3,567 | $209K |
| Hilltop National Bank | 0.07% | — | 3,555 | $208K |
| Martin Capital Advisors, LLP | 0.16% | Reduce -33.7% | 3,545 | $208K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 3,534 | $207K |
| Howard Wealth Management, LLC | 0.17% | Reduce -14.7% | 3,515 | $206K |
| Howard Financial Services, LTD. | 0.04% | New | 3,505 | $205K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 3,496 | $205K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 3,472 | $203K |
| One Capital Management, LLC | 0.01% | Reduce -34.8% | 3,463 | $203K |
| 1834 Investment Advisors Co. | 0.02% | New | 3,429 | $201K |
| Fifth Lane Capital, LP | 0.27% | New | 3,425 | $201K |
| Gibson Capital, LLC | 0.04% | New | 3,425 | $201K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -37.7% | 3,417 | $200K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -6.2% | 3,413 | $200K |
| Clearstead Trust, LLC | 0.05% | No change | 3,400 | $199K |
| Future Financial Wealth Managment LLC | 0.15% | New | 3,380 | $198K |
| Activest Wealth Management | 0.09% | Add +0.0% | 3,291 | $193K |
| MGB Wealth Management, LLC | 0.07% | No change | 3,024 | $177K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 2,918 | $169K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,700 | $158K |
| Walleye Trading LLC | 0.00% | New | 2,611 | $153K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,585 | $151K |
| First United Bank & Trust | 0.05% | Reduce -1.9% | 2,515 | $147K |
| Global Assets Advisory, LLC | 0.09% | Reduce -78.4% | 2,509 | $145K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 2,470 | $145K |
| Friedenthal Financial | 0.08% | New | 2,241 | $131K |
| Transcendent Capital Group LLC | 0.07% | No change | 2,202 | $129K |
| Montag A & Associates Inc. | 0.01% | Add +236.7% | 2,020 | $118K |
| CoreCap Advisors, LLC | 0.01% | New | 2,004 | $117K |
| Concord Wealth Partners | 0.02% | Add +0.1% | 1,921 | $113K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +4.4% | 1,913 | $112K |
| Valley National Advisers Inc. | 0.02% | Add +7.8% | 1,881 | $110K |
| Whittier Trust Co. | 0.00% | No change | 1,806 | $106K |
| NFSG Corp | 0.05% | Reduce -40.9% | 1,779 | $104K |
| Monetary Management Group Inc. | 0.03% | No change | 1,700 | $100K |
| Founders Capital Management | 0.07% | Reduce -2.4% | 1,683 | $99K |
| Register Financial Advisors LLC | 0.05% | No change | 1,585 | $93K |
| Sandy Spring Bank | 0.00% | Reduce -4.9% | 1,524 | $89K |
| BlackRock Inc. | 0.00% | Add +5.6% | 1,507 | $88K |
| Founders Financial Alliance, LLC | 0.03% | No change | 1,448 | $85K |
| Financial Perspectives, Inc | 0.03% | No change | 1,444 | $85K |
| Retirement Group, LLC | 0.03% | No change | 1,401 | $82K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,303 | $76K |
| Franklin Resources Inc. | 0.00% | No change | 1,220 | $71K |
| Howe & Rusling Inc. | 0.01% | Reduce -79.0% | 1,200 | $70K |
| Caption Management, LLC | 0.01% | Reduce -78.6% | 1,198 | $70K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,172 | $69K |
| Highline Wealth Partners LLC | 0.03% | Reduce -80.0% | 1,159 | $68K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,072 | $63K |
| Optimum Investment Advisors | 0.03% | No change | 1,068 | $63K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -19.4% | 1,011 | $59K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,020 | $59K |
| Avalon Trust Co | 0.00% | Reduce -16.7% | 1,000 | $59K |
| Clean Yield Group | 0.02% | No change | 980 | $57K |
| Arvest Investments, Inc. | 0.01% | No change | 959 | $56K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 933 | $55K |
| Sound Income Strategies, LLC | 0.00% | Reduce -7.8% | 915 | $54K |
| Tsfg, LLC | 0.01% | No change | 900 | $53K |
| Truvestments Capital LLC | 0.02% | No change | 900 | $53K |
| Fifth Third Bancorp | 0.00% | Reduce -47.2% | 889 | $52K |
| Colonial Trust Advisors | 0.00% | Add +0.1% | 847 | $50K |
| Canton Hathaway, LLC | 0.01% | No change | 828 | $49K |
| TD Private Client Wealth LLC | 0.00% | Add +112.5% | 831 | $49K |
| EPG Wealth Management LLC | 0.01% | No change | 828 | $49K |
| Clearstead Advisors, LLC | 0.00% | Add +31.8% | 834 | $46K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 780 | $46K |
| Ancora Advisors LLC | 0.00% | Reduce -91.9% | 762 | $45K |
| North Star Investment Management Corp. | 0.00% | No change | 760 | $45K |
| American National Bank & Trust | 0.01% | No change | 750 | $44K |
| Amundi | 0.00% | Reduce -11.2% | 790 | $43K |
| Private Capital Management LLC | 0.01% | No change | 721 | $42K |
| Key Financial Inc | 0.01% | Add +0.1% | 709 | $42K |
| AllSquare Wealth Management LLC | 0.02% | No change | 696 | $41K |
| Providence Capital Advisors, LLC | 0.01% | Add +20.2% | 691 | $40K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 666 | $39K |
| Mather Group, Llc. | 0.00% | New | 718 | $39K |
| Ballast Advisors LLC | 0.01% | No change | 630 | $37K |
| Aptus Capital Advisors, LLC | 0.00% | Add +208.0% | 613 | $36K |
| Glassman Wealth Services | 0.01% | No change | 603 | $35K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $35K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 600 | $35K |
| BNP Paribas | 0.00% | — | 600 | $35K |
| Legend Financial Advisors, Inc. | 0.03% | Add +26.2% | 592 | $35K |
| Emfo, LLC | 0.03% | No change | 590 | $35K |
| Fernwood Investment Management, LLC | 0.01% | New | 555 | $33K |
| Financial Freedom, LLC | 0.02% | No change | 539 | $32K |
| Deane Retirement Strategies, Inc. | 0.01% | Reduce -99.5% | 471 | $28K |
| Headlands Technologies LLC | 0.01% | New | 461 | $27K |
| Signaturefd, LLC | 0.00% | Add +880.9% | 461 | $27K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 450 | $26K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 450 | $26K |
| Union Savings Bank | 0.01% | No change | 450 | $26K |
| NBT Bank, N.A. | 0.00% | No change | 420 | $25K |
| Tucker Asset Management LLC | 0.01% | Add +56.8% | 414 | $24K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 407 | $24K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 378 | $23K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 390 | $23K |
| Annapolis Financial Services, LLC | 0.01% | No change | 366 | $21K |
| First Manhattan Co. Llc. | 0.00% | No change | 360 | $21K |
| Rothschild Investment LLC | 0.00% | Reduce -45.7% | 356 | $21K |
| Tyler-Stone Wealth Management | 0.01% | No change | 354 | $21K |
| Archer Investment Corp | 0.01% | No change | 336 | $20K |
| Westside Investment Management, Inc. | 0.00% | No change | 330 | $19K |
| Main Management LLC | 0.00% | Reduce -47.4% | 317 | $19K |
| Northwest Investment Counselors, LLC | 0.00% | New | 300 | $18K |
| Caitlin John, LLC | 0.01% | No change | 297 | $17K |
| Creekmur Asset Management LLC | 0.01% | No change | 294 | $17K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 294 | $17K |
| Rice Partnership, LLC | 0.00% | Reduce -48.0% | 293 | $17K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 288 | $17K |
| Blue Trust, Inc. | 0.00% | Add +22.6% | 287 | $17K |
| Gen-Wealth Partners Inc | 0.01% | — | 277 | $16K |
| GAMMA Investing LLC | 0.00% | No change | 270 | $16K |
| Venturi Wealth Management, LLC | 0.00% | Add +502.3% | 265 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 264 | $15K |
| Assetmark, Inc. | 0.00% | Reduce -41.4% | 263 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 261 | $15K |
| Albion Financial Group | 0.00% | No change | 240 | $14K |
| WealthShield Partners, LLC | 0.00% | Reduce -88.6% | 234 | $14K |
| Aspire Private Capital, LLC | 0.00% | Add +0.5% | 214 | $13K |
| Aspire Wealth Management Corp | 0.01% | Reduce -18.8% | 194 | $11K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 189 | $11K |
| Cornerstone Planning Group LLC | 0.00% | No change | 174 | $10K |
| Credit Agricole S A | 0.00% | Reduce -88.3% | 176 | $10K |
| Rise Advisors, LLC | 0.00% | No change | 153 | $9K |
| PSI Advisors, LLC | 0.00% | No change | 153 | $9K |
| Clear Point Advisors Inc. | 0.01% | No change | 152 | $9K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 150 | $9K |
| Global Trust Asset Management, LLC | 0.00% | No change | 150 | $9K |
| LRI Investments, LLC | 0.00% | — | 150 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | Reduce -6.7% | 139 | $8K |
| Hanson & Doremus Investment Management | 0.00% | New | 138 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 120 | $7K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 120 | $7K |
| Chilton Capital Management LLC | 0.00% | No change | 120 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | — | 120 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +106.7% | 124 | $7K |
| City State Bank | 0.00% | Add +42.3% | 101 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 102 | $6K |
| Costello Asset Management, INC | 0.00% | Reduce -76.6% | 100 | $6K |
| Phillips Financial Management, LLC | 0.00% | Add +11.1% | 100 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 92 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 90 | $5K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 96 | $5K |
| TD Capital Management LLC | 0.00% | No change | 81 | $5K |
| Avion Wealth | 0.00% | No change | 65 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 66 | $4K |
| First Horizon Advisors, Inc. | 0.00% | No change | 60 | $4K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -6.3% | 59 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 58 | $3K |
| Addison Advisors LLC | 0.00% | New | 56 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 54 | $3K |
| Arcadia Investment Management Corp. | 0.00% | Add +24.4% | 51 | $3K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 48 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 42 | $2K |
| Operose Advisors LLC | 0.00% | No change | 38 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 36 | $2K |
| Benjamin Edwards Inc. | 0.00% | No change | 31 | $2K |
| Red Tortoise LLC | 0.00% | No change | 30 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -92.4% | 30 | $2K |
| Northwest Capital Management Inc | 0.00% | No change | 24 | $1K |
| WFA Asset Management Corp | 0.00% | No change | 18 | $1K |
| Russell Investments Group, Ltd. | 0.00% | New | 15 | $879 |
| Kelly Financial Services LLC | 0.00% | No change | 6 | $358 |
| First Pacific Financial | 0.00% | No change | 6 | $357 |
| VitalStone Financial, LLC | 0.00% | No change | 6 | $0 |
"% 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.