iShares U.S. Medical DevicesIHIETF

13F holders, Q2 2024 (June 30)
545holders −36
41new positions
82sold out
3famous investors
$55.86avg. 13F price*

At the end of Q2 2024, 545 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, down 36 from Q1 2024. 41 opened new positions and 82 sold out. The largest holders were Citigroup Inc. ($322.5M), Morgan Stanley ($176.1M) and Bank of America Corp. ($138.8M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024

InstitutionsTotal Value
New Positions41$69.3M
Exits82$77.5M

All 13F filers, Q1 2024 → Q2 2024: 3,324,899 shares bought and 4,442,673 shares sold, net −1,117,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 545 holders

Citigroup Inc. 0.31% Add +10.3% 5,755,159 $322.5M
Morgan Stanley 0.01% Reduce -3.2% 3,142,581 $176.1M
Bank of America Corp. 0.01% Add +2.0% 2,477,551 $138.8M
LPL Financial LLC 0.06% Reduce -9.4% 2,035,078 $114.0M
Fisher Asset Management 0.05% Reduce -4.2% 1,921,718 $107.7M
UBS Group AG 0.03% Add +22.1% 1,546,160 $86.6M
Wells Fargo & Company 0.02% Reduce -1.4% 1,174,974 $65.8M
Envestnet Asset Management Inc. 0.02% Reduce -5.3% 1,080,999 $60.6M
Royal Bank of Canada 0.01% Reduce -3.9% 803,951 $45.1M
Goldman Sachs Group Inc. 0.01% Reduce -16.9% 561,938 $31.5M
JPMorgan Chase & Co. 0.00% Reduce -16.5% 528,226 $29.6M
Flaharty Asset Management, LLC 3.57% Add +1.9% 431,783 $24.2M
Ameriprise Financial Inc. 0.01% Reduce -14.1% 413,074 $23.2M
Commonwealth Equity Services, LLC 0.04% Add +11.6% 400,501 $22.4M
Phoenix Financial Ltd. 0.33% Add +734.8% 384,444 $21.5M
Raymond James & Associates 0.01% Add +0.8% 376,971 $21.1M
BNP Paribas Financial Markets 0.02% Add +201.9% 350,743 $19.7M
Osaic Holdings, Inc. 0.04% Reduce -23.7% 307,309 $17.2M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -15.2% 292,811 $16.4M
RiverFront Investment Group, LLC 0.43% Add +8.7% 290,829 $16.3M
Nan Shan Life Insurance Co., Ltd. 0.37% New 275,789 $15.5M
Wharton Business Group, LLC 0.78% Add +0.7% 268,780 $15.1M
Baltimore-Washington Financial Advisors, Inc. 0.87% Add +7.1% 264,226 $14.8M
Cetera Investment Advisers 0.03% Add +3.9% 243,033 $13.6M
Gerber Kawasaki Wealth & Investment Management 0.62% Reduce -3.9% 222,660 $12.5M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -1.4% 219,400 $12.3M
HighTower Advisors, LLC 0.02% Reduce -0.3% 210,167 $11.8M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -5.1% 199,007 $11.2M
Mercer Global Advisors Inc. 0.03% Add +4.3% 214,858 $11.0M
Two Sigma Advisers, LP 0.02% New 194,900 $10.9M
Equitable Holdings, Inc. 0.11% Reduce -3.0% 193,613 $10.9M
FWL Investment Management, LLC 5.25% Add +3.6% 185,681 $10.4M
Arkansas Financial Group, Inc. 1.80% Add +0.8% 180,690 $10.1M
MML Investors Services, LLC 0.04% Reduce -10.6% 159,039 $8.9M
Baker Avenue Asset Management, LP 0.30% Reduce -1.4% 158,382 $8.9M
Two Sigma Investments, LP 0.02% New 157,000 $8.8M
EP Wealth Advisors, LLC 0.09% Reduce -0.9% 156,849 $8.8M
Barclays PLC 0.00% Reduce -56.0% 154,893 $8.7M
Means Investment Co., Inc. 1.04% Reduce -13.0% 154,504 $8.7M
D. E. Shaw & Co. 0.01% New 149,182 $8.4M
Hamilton Wealth, LLC 2.14% Reduce -3.5% 142,020 $8.0M
Certified Advisory Corp 0.99% Add +0.2% 140,908 $7.9M
Northeast Financial Consultants Inc 0.36% Reduce -12.8% 138,701 $7.8M
Truist Financial Corp. 0.01% Reduce -3.3% 137,762 $7.7M
Strategic Wealth Partners, Ltd. 0.79% Add +4.9% 134,656 $7.5M
Federation des caisses Desjardins du Quebec 0.04% Add +14.5% 132,943 $7.5M
Dakota Wealth Management 0.17% Reduce -2.8% 127,555 $7.1M
B. Riley Wealth Advisors, Inc. 0.18% Add +10.8% 126,481 $7.1M
Safeguard Investment Advisory Group, LLC 2.08% Add +8.2% 119,528 $6.7M
Janney Montgomery Scott LLC 0.02% Reduce -2.5% 118,724 $6.7M
Alliancebernstein L.P. 0.00% Add +6.3% 118,154 $6.6M
Fifth Third Securities, Inc. 0.59% Add +1.5% 114,952 $6.4M
Kingsview Wealth Management, LLC 0.15% Add +0.1% 112,806 $6.3M
NewEdge Advisors, LLC 0.05% Reduce -6.6% 112,219 $6.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -13.3% 110,369 $6.2M
Trivium Point Advisory, LLC 0.91% Add +640.7% 108,414 $6.1M
Peapack Gladstone Financial Corp. 0.09% Reduce -2.2% 108,000 $6.1M
Yarbrough Capital, LLC 0.24% No change 104,660 $5.9M
Segment Wealth Management, LLC 0.43% Reduce -0.1% 104,357 $5.8M
Cumberland Advisors Inc. 2.38% Reduce -2.9% 103,730 $5.8M
Blair William & Co. 0.02% Add +0.5% 103,070 $5.8M
Capital Analysts, LLC 0.25% Add +0.1% 102,128 $5.7M
Anchor Investment Management, LLC 0.59% Add +4.8% 102,028 $5.7M
Baird Financial Group, Inc. 0.01% Reduce -5.0% 101,034 $5.7M
Moors & Cabot, Inc. 0.30% Reduce -1.5% 100,301 $5.6M
Stifel Financial Corp. 0.01% Reduce -2.4% 97,005 $5.4M
CMH Wealth Management LLC 1.27% Add +1.8% 92,056 $5.2M
Principal Securities, Inc. 0.14% Add +5.3% 89,575 $5.0M
Oak Root LLC 0.66% Add +4.5% 88,829 $5.0M
Mariner, LLC 0.01% Reduce -6.7% 88,049 $4.9M
LM Advisors LLC 0.95% Reduce -2.2% 85,117 $4.8M
Citadel Advisors 0.00% Reduce -59.9% 83,163 $4.7M
Kestra Advisory Services, LLC 0.03% Add +8.8% 85,407 $4.6M
J. Goldman & Co LP 0.17% New 79,623 $4.5M
Centaurus Financial, Inc. 0.29% Add +4.4% 78,513 $4.4M
PNC Financial Services Group, Inc. 0.00% Reduce -0.4% 78,225 $4.4M
Riggs Asset Managment Co. Inc. 1.29% Reduce -29.1% 76,987 $4.3M
Axxcess Wealth Management, LLC 0.12% Reduce -11.4% 75,525 $4.2M
Capital Asset Advisory Services LLC 0.23% Add +5.8% 76,211 $4.2M
Lake Hills Wealth Management, LLC 2.99% New 74,225 $4.2M
Altfest L J & Co. Inc. 0.56% Reduce -6.9% 73,322 $4.1M
Transcend Capital Advisors, LLC 0.30% Add +0.4% 72,851 $4.1M
Mason & Associates Inc 1.07% Reduce -0.8% 71,934 $4.0M
Snider Financial Group 1.53% Add +1.0% 70,808 $4.0M
Charter Oak Capital Management, LLC 0.41% Reduce -9.9% 69,566 $3.9M
LYNX Capital Group Ltd. 2.57% Add +1.6% 66,198 $3.7M
Money Design Co.,Ltd. 0.20% Reduce -13.0% 64,997 $3.6M
Apollon Financial, LLC 1.17% Reduce -9.6% 64,326 $3.6M
NORTHSTAR ASSET MANAGEMENT Co 0.87% Reduce -5.8% 64,030 $3.6M
Dynamic Advisor Solutions LLC 0.11% Reduce -27.9% 63,093 $3.5M
Creative Financial Designs Inc. 0.31% Add +2.4% 62,534 $3.5M
Atria Wealth Solutions, Inc. 0.04% Reduce -28.0% 61,020 $3.4M
Private Advisor Group, LLC 0.02% Reduce -8.1% 60,241 $3.4M
Millington Financial Advisors, LLC 2.21% Add +618.3% 56,919 $3.2M
Ameritas Advisory Services, LLC 0.12% Add +0.6% 56,884 $3.2M
Diversified, LLC 0.37% Reduce -2.5% 55,739 $3.1M
Continuum Advisory, LLC 0.45% Add +0.3% 55,700 $3.1M
Geneos Wealth Management Inc. 0.14% Add +15.0% 55,518 $3.1M
Somerset Group LLC 2.72% Add +1.0% 54,651 $3.1M
Valley Wealth Managers, Inc. 0.24% Reduce -8.0% 53,113 $3.0M

"% 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 545 holders