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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $69.3M |
| Exits | 82 | $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 |
| Madden Advisory Services, Inc. | 1.51% | Reduce -0.6% | 52,942 | $3.0M |
| BCK Capital Management LP | 1.90% | New | 52,500 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +334.2% | 52,401 | $2.9M |
| Cerity Partners LLC | 0.01% | Reduce -2.5% | 51,492 | $2.9M |
| FinDec Wealth Services, Inc. | 1.81% | Reduce -50.6% | 51,165 | $2.9M |
| Prestige Wealth Management Group LLC | 0.61% | Reduce -3.5% | 50,752 | $2.8M |
| Mathes Company, Inc. | 1.04% | No change | 50,700 | $2.8M |
| Bank Hapoalim BM | 0.41% | Reduce -82.5% | 48,951 | $2.7M |
| Orleans Capital Management Corp. | 1.71% | Reduce -0.9% | 47,925 | $2.7M |
| Balefire, LLC | 0.95% | Reduce -0.3% | 47,732 | $2.7M |
| Allworth Financial LP | 0.02% | Reduce -4.2% | 46,198 | $2.6M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -10.0% | 46,399 | $2.6M |
| Seaview Investment Managers LLC | 0.76% | Reduce -30.8% | 44,838 | $2.5M |
| WCG Wealth Advisors LLC | 0.19% | Add +6.6% | 44,709 | $2.5M |
| Cibc World Market Inc. | 0.01% | Reduce -0.5% | 44,590 | $2.5M |
| Koa Wealth Management, LLC | 2.11% | Reduce -2.1% | 44,551 | $2.5M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -35.1% | 44,501 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -14.1% | 43,720 | $2.5M |
| Gray Wealth Management Inc. | 1.03% | Add +4.3% | 42,410 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +3.3% | 42,362 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.7% | 42,232 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -2.8% | 42,150 | $2.4M |
| Stonebridge Financial Planning Group, LLC | 1.16% | Reduce -6.8% | 41,190 | $2.3M |
| Capital Fund Management S.A. | 0.03% | New | 41,000 | $2.3M |
| Cypress Asset Management Inc. | 0.59% | No change | 39,635 | $2.3M |
| GTS Securities LLC | 0.05% | Add +74.8% | 39,497 | $2.2M |
| HRT Financial LP | 0.01% | Add +62.5% | 38,756 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -75.1% | 38,663 | $2.2M |
| Armor Investment Advisors, LLC | 0.99% | Add +0.7% | 38,136 | $2.1M |
| US Bancorp \de | 0.00% | Reduce -8.3% | 37,454 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +343.3% | 36,278 | $2.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -8.1% | 35,465 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Add +8.7% | 34,814 | $2.0M |
| Composition Wealth, LLC | 0.05% | Reduce -2.5% | 33,998 | $1.9M |
| Destination Wealth Management | 0.06% | Add +0.3% | 33,562 | $1.9M |
| Tidal Investments LLC | 0.03% | New | 33,294 | $1.9M |
| Garrison Point Advisors, LLC | 1.23% | Add +0.2% | 33,135 | $1.9M |
| Banque Cantonale Vaudoise | 0.07% | No change | 32,935 | $1.8M |
| Hazlett, Burt & Watson, Inc. | 0.95% | Reduce -5.8% | 32,884 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -15.7% | 31,666 | $1.8M |
| WP Advisors, LLC | 0.55% | Reduce -4.3% | 30,512 | $1.7M |
| PFG Investments, LLC | 0.12% | Add +1.3% | 30,156 | $1.7M |
| IHT Wealth Management, LLC | 0.06% | Reduce -14.4% | 30,103 | $1.7M |
| Pinnacle Associates Ltd. | 0.03% | Add +0.1% | 29,806 | $1.7M |
| WESPAC Advisors, LLC | 1.29% | Reduce -26.2% | 29,429 | $1.6M |
| Institute for Wealth Management, LLC. | 0.22% | Add +0.3% | 28,911 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -0.4% | 28,481 | $1.6M |
| FMR LLC | 0.00% | Add +5.6% | 27,328 | $1.5M |
| Citizens Financial Group Inc. | 0.03% | Add +460.3% | 26,896 | $1.5M |
| TPG Advisors LLC | 1.24% | — | 25,921 | $1.5M |
| TruWealth Advisors, LLC | 0.10% | Reduce -2.6% | 25,723 | $1.4M |
| Live Oak Private Wealth LLC | 0.25% | Reduce -0.3% | 25,635 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Reduce -4.2% | 25,622 | $1.4M |
| Waverly Advisors, LLC | 0.03% | Add +3.4% | 25,521 | $1.4M |
| Mgo One Seven LLC | 0.07% | Add +4.3% | 25,258 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.12% | Add +6.0% | 25,239 | $1.4M |
| Montecito Bank & Trust | 0.29% | Reduce -11.4% | 25,102 | $1.4M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +4.6% | 25,039 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -21.7% | 24,950 | $1.4M |
| Pacific Sun Financial Corp | 0.81% | Reduce -2.5% | 24,357 | $1.4M |
| Regions Financial Corp. | 0.01% | Reduce -0.7% | 24,320 | $1.4M |
| Lanark Financial, Inc. | 0.12% | Reduce -6.2% | 24,238 | $1.4M |
| CIC Wealth, LLC | 0.37% | Reduce -10.4% | 23,866 | $1.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.04% | Add +2.0% | 23,355 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -22.2% | 23,176 | $1.3M |
| Brick & Kyle, Associates | 0.52% | Add +0.0% | 22,358 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -8.5% | 22,130 | $1.2M |
| Smith, Moore & Co. | 0.13% | Reduce -0.5% | 21,831 | $1.2M |
| Strategy Asset Managers LLC | 0.27% | New | 21,601 | $1.2M |
| Pacific Center for Financial Services | 0.34% | Add +0.1% | 21,503 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Add +8.1% | 21,429 | $1.2M |
| Sowell Financial Services LLC | 0.06% | Reduce -9.9% | 20,909 | $1.2M |
| Creative Planning | 0.00% | Reduce -2.0% | 20,796 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -2.7% | 20,478 | $1.1M |
| Virtu Financial LLC | 0.08% | New | 19,970 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -27.2% | 19,775 | $1.1M |
| Valued Retirements, Inc. | 1.65% | Reduce -2.7% | 19,343 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -1.7% | 19,138 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -3.9% | 18,842 | $1.1M |
| &partners | 0.05% | Add +15.1% | 18,793 | $1.1M |
| Choreo, LLC | 0.02% | Reduce -2.2% | 18,996 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +19.1% | 18,613 | $1.0M |
| Paragon Financial Partners, Inc. | 0.81% | Reduce -2.2% | 18,448 | $1.0M |
| Glenview Trust Co | 0.02% | Add +0.1% | 18,241 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -2.9% | 18,214 | $1.0M |
| Joseph P. Lucia & Associates, LLC | 0.52% | Reduce -5.6% | 18,203 | $1.0M |
| Ogorek Anthony Joseph /NY/ | 0.35% | Reduce -25.5% | 18,151 | $1.0M |
| Burke & Herbert Bank & Trust Co. | 0.25% | New | 18,100 | $1.0M |
| Brookstone Capital Management | 0.02% | Reduce -1.8% | 17,845 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.6% | 18,021 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +4.6% | 18,021 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Reduce -12.7% | 18,012 | $1.0M |
| Retirement Planning Co of New England, Inc. | 0.55% | Reduce -1.6% | 18,012 | $1.0M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -2.8% | 17,846 | $1.0M |
| Cwm, LLC | 0.00% | Add +6.8% | 17,811 | $998K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 17,736 | $994K |
| Sanctuary Advisors, LLC | 0.01% | — | 17,707 | $983K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -0.4% | 16,706 | $936K |
| Pathstone Holdings, LLC | 0.00% | Add +79.7% | 16,706 | $936K |
| StoneX Group Inc. | 0.07% | Reduce -1.0% | 16,600 | $930K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -9.9% | 16,392 | $919K |
| Y.D. More Investments Ltd | 0.09% | Reduce -5.4% | 15,651 | $877K |
| Triangle Securities Wealth Management | 0.24% | No change | 15,447 | $866K |
| RFG Advisory, LLC | 0.03% | Add +6.9% | 15,350 | $860K |
| Solutions 4 Wealth, Ltd | 1.94% | Reduce -0.1% | 15,232 | $854K |
| V2 Financial group LLC | 0.56% | No change | 15,400 | $843K |
| Merit Financial Group, LLC | 0.02% | Add +36.3% | 15,000 | $841K |
| Marshall Wace, LLP | 0.00% | Reduce -95.7% | 14,896 | $835K |
| Summit Trail Advisors, LLC | 0.02% | No change | 14,866 | $833K |
| Carnegie Investment Counsel | 0.03% | Reduce -0.3% | 14,580 | $817K |
| International Assets Investment Management, LLC | 0.08% | Reduce -12.1% | 14,407 | $807K |
| Eq LLC | 0.48% | Reduce -9.3% | 14,294 | $801K |
| Brown Advisory Inc. | 0.00% | No change | 14,277 | $800K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -62.9% | 14,263 | $799K |
| Vontobel Holding Ltd. | 0.00% | Reduce -40.2% | 14,100 | $790K |
| Belpointe Asset Management LLC | 0.05% | Reduce -6.8% | 13,781 | $772K |
| Modern Wealth Management, LLC | 0.06% | Reduce -28.3% | 13,754 | $771K |
| D.A. Davidson & Co. | 0.01% | Reduce -23.5% | 13,694 | $767K |
| Venture Visionary Partners LLC | 0.04% | No change | 13,625 | $764K |
| Guerra Pan Advisors, LLC | 0.63% | Add +0.2% | 13,396 | $751K |
| Commerce Bank | 0.00% | Reduce -1.2% | 13,380 | $750K |
| Wealthgarden F.S. LLC | 0.79% | — | 13,302 | $745K |
| Gsa Capital Partners LLP | 0.05% | New | 12,959 | $726K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Reduce -44.9% | 12,929 | $725K |
| Spinnaker Trust | 0.05% | No change | 12,862 | $721K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -10.4% | 12,859 | $721K |
| Spire Wealth Management | 0.02% | Reduce -12.2% | 12,587 | $705K |
| Lido Advisors, LLC | 0.01% | Reduce -0.4% | 12,585 | $705K |
| Townsquare Capital LLC | 0.01% | Reduce -27.3% | 12,557 | $704K |
| RPS Advisory Solutions LLC | 0.64% | — | 12,428 | $696K |
| Sharkey, Howes & Javer | 0.11% | Reduce -12.6% | 12,304 | $690K |
| First Wilshire Securities Management Inc. | 0.21% | No change | 12,300 | $689K |
| Mascoma Wealth Management LLC | 0.18% | Reduce -4.2% | 12,188 | $683K |
| Watchman Group, Inc. | 0.22% | No change | 12,180 | $683K |
| Avior Wealth Management, LLC | 0.03% | Add +0.1% | 12,076 | $677K |
| AlphaStar Capital Management, LLC | 0.06% | New | 11,998 | $672K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 11,455 | $642K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -4.0% | 11,255 | $631K |
| NorthRock Partners, LLC | 0.02% | Add +1.4% | 11,236 | $630K |
| Founders Financial Securities LLC | 0.06% | Reduce -28.1% | 11,106 | $622K |
| Kovack Advisors, Inc. | 0.07% | Add +0.0% | 11,073 | $621K |
| Wedbush Securities Inc. | 0.02% | Reduce -3.3% | 11,053 | $619K |
| Caldwell Trust Co | 0.07% | Reduce -11.8% | 10,996 | $616K |
| Lwmg, LLC | 0.13% | Add +0.1% | 10,960 | $614K |
| Cornerstone Advisory, LLC | 0.08% | Add +10.4% | 10,610 | $595K |
| Paragon Private Wealth Management, LLC | 0.33% | Add +75.7% | 10,541 | $591K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -15.0% | 10,355 | $580K |
| Sage Capital Management, LLC | 0.30% | Add +0.1% | 10,353 | $580K |
| Sterling Investment Counsel, LLC | 0.23% | Add +2.2% | 10,290 | $577K |
| Strategic Advisors LLC | 0.11% | No change | 10,090 | $565K |
| IFP Advisors, Inc | 0.02% | Reduce -1.7% | 10,047 | $563K |
| Phraction Management LLC | 0.22% | No change | 10,016 | $561K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -10.0% | 9,890 | $554K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -7.3% | 9,804 | $549K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -14.9% | 9,746 | $546K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.0% | 9,455 | $530K |
| Finivi Inc. | 0.44% | Reduce -0.0% | 9,438 | $529K |
| First Foundation Advisors | 0.02% | No change | 9,290 | $521K |
| Gallacher Capital Management LLC | 0.27% | Reduce -4.4% | 9,204 | $516K |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.5% | 9,176 | $514K |
| Koshinski Asset Management, Inc. | 0.05% | Add +46.0% | 9,272 | $512K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -3.1% | 9,095 | $510K |
| Westshore Wealth, LLC | 0.21% | No change | 9,092 | $510K |
| Jacobi Capital Management LLC | 0.04% | Reduce -5.3% | 9,026 | $506K |
| New Insight Wealth Advisors | 0.29% | Reduce -22.6% | 8,929 | $500K |
| PFG Advisors | 0.03% | Add +13.0% | 8,907 | $499K |
| Independent Financial Group, LLC | 0.02% | Reduce -11.9% | 8,879 | $498K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +2.2% | 8,788 | $492K |
| Thrive Capital Management, LLC | 0.23% | New | 8,785 | $492K |
| Stephens Inc. | 0.01% | Reduce -10.8% | 8,714 | $488K |
| MAI Capital Management | 0.00% | Reduce -6.0% | 8,650 | $485K |
| Advisors Capital Management, LLC | 0.01% | Reduce -3.3% | 8,604 | $482K |
| Fox Hill Wealth Management | 0.29% | Add +0.3% | 8,502 | $476K |
| Riverpoint Wealth Management Holdings, LLC | 0.13% | Add +0.1% | 8,448 | $473K |
| AAFMAA Wealth Management & Trust LLC | 0.23% | New | 8,414 | $472K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Reduce -0.6% | 8,360 | $468K |
| BLB&B Advisors, LLC | 0.03% | No change | 8,346 | $468K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -2.3% | 8,340 | $467K |
| Cutler Investment Counsel LLC | 0.06% | Reduce -10.5% | 8,327 | $467K |
| Opes Wealth Management LLC | 0.10% | Reduce -1.7% | 8,160 | $457K |
| Summit Financial, LLC | 0.02% | Reduce -0.9% | 8,152 | $457K |
| Holistic Financial Partners | 0.23% | Reduce -2.2% | 8,134 | $456K |
| Physician Wealth Advisors, Inc. | 0.08% | Add +3.7% | 8,038 | $455K |
| Shufro Rose & Co. LLC | 0.04% | Add +6.7% | 8,000 | $448K |
| Comerica Bank | 0.00% | Add +3.6% | 7,965 | $446K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.2% | 7,825 | $439K |
| Good Life Advisors, LLC | 0.04% | Reduce -0.5% | 7,821 | $438K |
| Wedmont Private Capital | 0.03% | No change | 7,741 | $437K |
| AMG National Trust Bank | 0.01% | Add +100.0% | 7,776 | $436K |
| M&T Bank Corp | 0.00% | New | 7,620 | $427K |
| KCM Investment Advisors LLC | 0.02% | No change | 7,566 | $424K |
| Manchester Capital Management LLC | 0.05% | New | 7,500 | $420K |
| Glen Eagle Advisors, LLC | 0.08% | Reduce -5.7% | 7,486 | $420K |
| PCG Wealth Advisors, LLC | 0.18% | Reduce -0.8% | 7,453 | $418K |
| Circle Wealth Management, LLC | 0.01% | Add +0.0% | 7,406 | $415K |
| TNF LLC | 0.15% | Reduce -2.0% | 7,250 | $414K |
| Carrera Capital Advisors | 0.13% | — | 7,358 | $412K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 7,356 | $412K |
| American Institute for Advanced Investment Management, LLP | 0.31% | Reduce -12.6% | 7,320 | $410K |
| Primoris Wealth Advisors, LLC | 0.32% | No change | 7,235 | $405K |
| Delta Asset Management LLC | 0.04% | No change | 7,200 | $403K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -22.9% | 7,171 | $402K |
| Heirloom Wealth Management | 0.13% | Reduce -39.5% | 7,117 | $399K |
| AlTi Global, Inc. | 0.01% | New | 7,020 | $393K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -4.6% | 6,952 | $390K |
| Private Trust Co. NA | 0.04% | Reduce -22.6% | 6,935 | $389K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.6% | 6,993 | $387K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -2.3% | 6,861 | $385K |
| Moloney Securities Asset Management, LLC | 0.05% | No change | 6,650 | $373K |
| Welch Group, LLC | 0.02% | No change | 6,630 | $372K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,688 | $366K |
| Financial Advocates Investment Management | 0.02% | Reduce -35.1% | 6,511 | $365K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.7% | 6,428 | $360K |
| Creekside Partners | 0.20% | — | 6,360 | $356K |
| Client 1ST Advisory Group, LLC | 0.15% | Reduce -2.9% | 6,348 | $356K |
| Financial Advisory Partners, LLC | 0.13% | No change | 6,300 | $353K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -10.2% | 6,300 | $353K |
| Kraft, Davis & Associates, LLC | 0.11% | No change | 6,466 | $352K |
| Signet Financial Management, LLC | 0.05% | Add +3.2% | 6,263 | $351K |
| Daymark Wealth Partners, LLC | 0.02% | Add +7.0% | 6,238 | $350K |
| LexAurum Advisors, LLC | 0.09% | Reduce -1.4% | 6,174 | $346K |
| Avitas Wealth Management LLC | 0.05% | Add +0.7% | 6,036 | $338K |
| Cahill Financial Advisors Inc. | 0.05% | Add +0.0% | 6,005 | $337K |
| Advantage Trust Co | 0.24% | Reduce -13.8% | 6,000 | $336K |
| HFR Wealth Management, LLC | 0.09% | No change | 6,000 | $336K |
| Castleview Partners, LLC | 0.19% | Add +5.5% | 5,976 | $335K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.0% | 5,952 | $334K |
| Independent Family Office, LLC | 0.19% | No change | 6,000 | $332K |
| Secure Asset Management, LLC | 0.06% | Reduce -7.7% | 5,894 | $330K |
| Atria Investments, Inc | 0.00% | New | 5,841 | $327K |
| Jmac Enterprises LLC | 0.06% | Reduce -93.4% | 5,806 | $325K |
| Global Retirement Partners, LLC | 0.01% | Reduce -17.3% | 5,799 | $325K |
| Wealth Group, Ltd. | 0.23% | No change | 5,628 | $315K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +0.8% | 5,592 | $313K |
| ALM First Financial Advisors, LLC | 0.09% | New | 5,568 | $312K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +25.1% | 5,561 | $311K |
| OneDigital Investment Advisors LLC | 0.00% | New | 5,518 | $309K |
| Plotkin Financial Advisors, LLC | 0.20% | Reduce -7.9% | 5,503 | $308K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | Reduce -2.2% | 5,418 | $304K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.9% | 5,478 | $302K |
| Biondo Investment Advisors, LLC | 0.04% | No change | 5,282 | $296K |
| MMBG Investment Advisors Co. | 0.03% | No change | 5,275 | $296K |
| WR Wealth Planners, LLC | 0.09% | No change | 5,211 | $292K |
| Bernardo Wealth Planning LLC | 0.08% | Reduce -27.9% | 5,156 | $289K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -57.1% | 5,125 | $287K |
| HSBC Holdings PLC | 0.00% | No change | 5,000 | $281K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.2% | 4,961 | $278K |
| Arkadios Wealth Advisors | 0.02% | Add +24.2% | 4,960 | $278K |
| Sterling Financial Planning, Inc. | 0.11% | Add +0.0% | 4,945 | $277K |
| Patten & Patten Inc. | 0.02% | Reduce -6.5% | 4,930 | $276K |
| Shared Vision Wealth Group LLC | 0.16% | No change | 4,848 | $272K |
| Realta Investment Advisors | 0.05% | Reduce -69.7% | 4,827 | $271K |
| Raymond James Trust N.A. | 0.01% | Add +11.8% | 4,825 | $270K |
| Forza Wealth Management, LLC | 0.14% | Reduce -5.9% | 4,800 | $269K |
| Acropolis Investment Management, LLC | 0.02% | No change | 4,800 | $269K |
| Prospera Financial Services Inc | 0.01% | Add +6.7% | 4,779 | $268K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -70.7% | 4,751 | $266K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -11.7% | 4,728 | $265K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.2% | 4,716 | $264K |
| Scotia Capital Inc. | 0.00% | Reduce -88.9% | 4,689 | $263K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -52.0% | 4,671 | $262K |
| SteelPeak Wealth, LLC | 0.01% | New | 4,662 | $261K |
| DHK Financial Advisors, Inc. | 0.18% | No change | 4,620 | $259K |
| Money Concepts Capital Corp. | 0.02% | Reduce -6.5% | 4,593 | $257K |
| S. R. Schill & Associates | 0.11% | Add +21.9% | 4,512 | $253K |
| Sfm, LLC | 0.19% | Reduce -16.4% | 4,447 | $249K |
| Great Lakes Retirement, Inc. | 0.03% | New | 4,424 | $248K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -9.4% | 4,342 | $243K |
| Advisory Alpha, LLC | 0.01% | Reduce -19.7% | 4,293 | $241K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.6% | 4,252 | $238K |
| RMR Wealth Builders | 0.03% | New | 4,214 | $236K |
| Buckingham Strategic Wealth, LLC | 0.00% | No change | 4,187 | $235K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -4.0% | 4,139 | $232K |
| SPC Financial, Inc. | 0.02% | No change | 4,002 | $224K |
| Sonoma Private Wealth LLC | 0.36% | No change | 4,000 | $224K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -18.9% | 4,000 | $224K |
| Regal Investment Advisors LLC | 0.01% | Reduce -6.3% | 3,989 | $224K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -9.6% | 3,982 | $223K |
| Corient Private Wealth LP | 0.00% | Add +1.0% | 3,964 | $222K |
| Larson Financial Group LLC | 0.02% | Add +8.9% | 3,961 | $222K |
| Focus Financial Network, Inc. | 0.01% | Reduce -9.6% | 3,904 | $221K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.4% | 3,903 | $219K |
| Colonial Trust Co / SC | 0.04% | No change | 3,847 | $216K |
| Strategic Blueprint, LLC | 0.01% | Reduce -5.5% | 3,798 | $213K |
| Jackson Square Capital, LLC | 0.05% | No change | 3,792 | $213K |
| Keybank National Association | 0.00% | No change | 3,781 | $212K |
| FLC Capital Advisors | 0.05% | No change | 3,762 | $211K |
| Cadent Capital Advisors, LLC | 0.08% | Add +0.1% | 3,726 | $209K |
| Source Financial Advisors LLC | 0.06% | Add +0.5% | 3,720 | $208K |
| GeoWealth Management, LLC | 0.01% | Add +0.5% | 3,720 | $208K |
| Prosperity Financial Group, Inc. | 0.13% | No change | 3,710 | $208K |
| Marcum Wealth, LLC | 0.02% | Reduce -2.5% | 3,645 | $204K |
| Strategic Advocates LLC | 0.08% | No change | 3,580 | $201K |
| TrinityPoint Wealth, LLC | 0.03% | Reduce -1.9% | 3,570 | $200K |
| Hilltop National Bank | 0.06% | No change | 3,555 | $199K |
| Clearstead Trust, LLC | 0.05% | No change | 3,400 | $191K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -1.2% | 3,371 | $189K |
| Activest Wealth Management | 0.06% | Add +0.0% | 3,292 | $184K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +699.8% | 3,255 | $182K |
| MGB Wealth Management, LLC | 0.06% | No change | 3,024 | $171K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 2,918 | $161K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -99.2% | 2,843 | $159K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,700 | $151K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,585 | $145K |
| First United Bank & Trust | 0.05% | No change | 2,515 | $141K |
| Bogart Wealth, LLC | 0.01% | Reduce -45.7% | 2,498 | $140K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 2,470 | $138K |
| Montag A & Associates Inc. | 0.01% | Add +12.4% | 2,270 | $127K |
| Transcendent Capital Group LLC | 0.07% | No change | 2,202 | $123K |
| Ashton Thomas Securities, LLC | 0.03% | — | 2,231 | $123K |
| Lynx Investment Advisory | 0.09% | — | 2,112 | $118K |
| Concord Wealth Partners | 0.02% | Add +3.2% | 1,983 | $111K |
| Whittier Trust Co. | 0.00% | No change | 1,806 | $101K |
| Monetary Management Group Inc. | 0.03% | No change | 1,700 | $95K |
| Founders Capital Management | 0.06% | Add +0.1% | 1,685 | $94K |
| Family Firm, Inc. | 0.02% | New | 1,677 | $94K |
| Valley National Advisers Inc. | 0.01% | Reduce -14.6% | 1,606 | $90K |
| Register Financial Advisors LLC | 0.04% | No change | 1,585 | $89K |
| Sandy Spring Bank | 0.00% | No change | 1,524 | $85K |
| Caption Management, LLC | 0.01% | Add +25.2% | 1,500 | $84K |
| Financial Perspectives, Inc | 0.03% | Add +0.1% | 1,445 | $81K |
| ORG Partners LLC | 0.01% | New | 1,404 | $77K |
| Assetmark, Inc. | 0.00% | Add +408.8% | 1,338 | $75K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -2.3% | 1,273 | $71K |
| BlackRock Inc. | 0.00% | Reduce -18.0% | 1,236 | $69K |
| Strategic Financial Concepts, LLC | 0.04% | New | 103,966 | $69K |
| Franklin Resources Inc. | 0.00% | No change | 1,220 | $68K |
| Walleye Trading LLC | 0.00% | Reduce -53.6% | 1,211 | $68K |
| Howe & Rusling Inc. | 0.01% | No change | 1,200 | $67K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,172 | $66K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -89.4% | 1,172 | $66K |
| Mather Group, Llc. | 0.00% | Add +52.6% | 1,096 | $64K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -21.3% | 1,139 | $64K |
| Deutsche Bank AG | 0.00% | New | 1,081 | $61K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,072 | $60K |
| Optimum Investment Advisors | 0.03% | No change | 1,068 | $60K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -46.0% | 1,034 | $57K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,020 | $56K |
| Avalon Trust Co | 0.00% | No change | 1,000 | $56K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 933 | $52K |
| Tsfg, LLC | 0.01% | No change | 900 | $50K |
| Arax Advisory Partners | 0.00% | New | 858 | $48K |
| ICA Group Wealth Management, LLC | 0.03% | Reduce -15.8% | 851 | $48K |
| Clean Yield Group | 0.02% | Reduce -14.3% | 840 | $47K |
| Canton Hathaway, LLC | 0.01% | No change | 828 | $46K |
| Ancora Advisors LLC | 0.00% | No change | 762 | $43K |
| North Star Investment Management Corp. | 0.00% | No change | 760 | $43K |
| Global Trust Asset Management, LLC | 0.02% | Add +400.0% | 750 | $42K |
| American National Bank & Trust | 0.01% | No change | 750 | $42K |
| Key Financial Inc | 0.01% | No change | 709 | $40K |
| AllSquare Wealth Management LLC | 0.02% | No change | 696 | $39K |
| Providence Capital Advisors, LLC | 0.01% | No change | 691 | $39K |
| Legend Financial Advisors, Inc. | 0.03% | Add +15.7% | 685 | $38K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 666 | $37K |
| Clearstead Advisors, LLC | 0.00% | Reduce -24.1% | 633 | $35K |
| Sound Income Strategies, LLC | 0.00% | Reduce -30.8% | 633 | $35K |
| Ballast Advisors LLC | 0.01% | No change | 630 | $35K |
| TD Private Client Wealth LLC | 0.00% | Reduce -24.8% | 625 | $35K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $34K |
| BNP Paribas | 0.00% | No change | 600 | $34K |
| Emfo, LLC | 0.03% | No change | 590 | $33K |
| Fifth Third Bancorp | 0.00% | Reduce -33.8% | 589 | $33K |
| GAMMA Investing LLC | 0.00% | Add +91.1% | 516 | $29K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 450 | $25K |
| Union Savings Bank | 0.01% | No change | 450 | $25K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 450 | $25K |
| Motco | 0.00% | New | 450 | $25K |
| Tucker Asset Management LLC | 0.01% | No change | 414 | $23K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 378 | $22K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 390 | $22K |
| Blue Trust, Inc. | 0.00% | Add +29.3% | 371 | $22K |
| Annapolis Financial Services, LLC | 0.01% | No change | 366 | $21K |
| Rothschild Investment LLC | 0.00% | No change | 356 | $20K |
| Tyler-Stone Wealth Management | 0.01% | No change | 354 | $20K |
| Archer Investment Corp | 0.01% | No change | 336 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 330 | $18K |
| Main Management LLC | 0.00% | No change | 317 | $18K |
| NBT Bank, N.A. | 0.00% | Reduce -24.3% | 318 | $18K |
| HWG Holdings LP | 0.01% | — | 315 | $18K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -50.0% | 300 | $17K |
| Creekmur Asset Management LLC | 0.00% | No change | 294 | $16K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -52.5% | 291 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 288 | $16K |
| Gen-Wealth Partners Inc | 0.01% | No change | 277 | $16K |
| Flputnam Investment Management Co. | 0.00% | New | 274 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 264 | $15K |
| MCF Advisors LLC | 0.00% | New | 261 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 261 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | — | 261 | $15K |
| Albion Financial Group | 0.00% | No change | 240 | $13K |
| WealthShield Partners, LLC | 0.00% | No change | 234 | $13K |
| Colonial Trust Advisors | 0.00% | Reduce -72.4% | 234 | $13K |
| Aspire Private Capital, LLC | 0.00% | No change | 214 | $12K |
| Chris Bulman Inc | 0.01% | — | 204 | $11K |
| Phillips Financial Management, LLC | 0.00% | Add +100.0% | 200 | $11K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 189 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.6% | 175 | $9K |
| Financial Freedom, LLC | 0.01% | Reduce -69.2% | 166 | $9K |
| PSI Advisors, LLC | 0.00% | No change | 153 | $9K |
| Rise 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 | $8K |
| Opal Wealth Advisors, LLC | 0.00% | New | 150 | $8K |
| LRI Investments, LLC | 0.00% | No change | 150 | $8K |
| Hanson & Doremus Investment Management | 0.00% | No change | 138 | $8K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 139 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 120 | $7K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 120 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 120 | $7K |
| NFSG Corp | 0.00% | Reduce -94.0% | 106 | $6K |
| Element Wealth, LLC | 0.00% | New | 103 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 102 | $6K |
| Johnson Financial Group, Inc. | 0.00% | New | 102 | $6K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 96 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 92 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 90 | $5K |
| City State Bank | 0.00% | Reduce -17.8% | 83 | $5K |
| TD Capital Management LLC | 0.00% | No change | 81 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 66 | $4K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 59 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 58 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 54 | $3K |
| Avion Wealth | 0.00% | No change | 65 | $3K |
| Arcadia Investment Management Corp. | 0.00% | No change | 51 | $3K |
| POM Investment Strategies, LLC | 0.00% | New | 48 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -89.8% | 47 | $3K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -83.4% | 44 | $2K |
| Operose Advisors LLC | 0.00% | No change | 38 | $2K |
| New Millennium Group LLC | 0.00% | New | 37 | $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% | No change | 30 | $2K |
| Credit Agricole S A | 0.00% | Reduce -86.4% | 24 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -80.7% | 24 | $1K |
| WFA Asset Management Corp | 0.00% | No change | 18 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | New | 18 | $1K |
| AlphaMark Advisors, LLC | 0.00% | New | 12 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 15 | $841 |
| Aspire Wealth Management Corp | 0.00% | Reduce -96.4% | 7 | $412 |
| Caitlin John, LLC | 0.00% | Reduce -97.6% | 7 | $392 |
| Kelly Financial Services LLC | 0.00% | No change | 6 | $342 |
| First Pacific Financial | 0.00% | No change | 6 | $341 |
| VitalStone Financial, LLC | 0.00% | No change | 6 | $336 |
"% 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.