iShares U.S. Medical DevicesIHIETF

13F holders, Q3 2024 (September 30)
555holders +10
51new positions
41sold out
5famous investors
$59.05avg. 13F price*

At the end of Q3 2024, 555 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, up 10 from Q2 2024. 51 opened new positions and 41 sold out. The largest holders were Citigroup Inc. ($333.5M), Morgan Stanley ($173.8M) and Bank of America Corp. ($122.5M). 5 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions51$32.5M
Exits41$33.6M

All 13F filers, Q2 2024 → Q3 2024: 1,791,505 shares bought and 5,833,822 shares sold, net −4,042,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 555 holders

Citigroup Inc. 0.31% Reduce -2.1% 5,631,668 $333.5M
Morgan Stanley 0.01% Reduce -6.6% 2,934,014 $173.8M
Bank of America Corp. 0.01% Reduce -16.5% 2,067,832 $122.5M
LPL Financial LLC 0.05% Reduce -11.8% 1,794,864 $106.3M
Fisher Asset Management 0.03% Reduce -36.7% 1,215,584 $72.0M
JPMorgan Chase & Co. 0.01% Add +127.6% 1,202,394 $71.2M
UBS Group AG 0.02% Reduce -25.9% 1,145,280 $67.8M
Wells Fargo & Company 0.02% Reduce -9.3% 1,065,803 $63.1M
Envestnet Asset Management Inc. 0.02% Reduce -18.3% 882,835 $52.3M
Royal Bank of Canada 0.01% Reduce -4.1% 770,761 $45.6M
Raymond James & Associates 0.01% Add +0.5% 378,727 $22.4M
Ameriprise Financial Inc. 0.01% Reduce -16.3% 345,884 $20.5M
Commonwealth Equity Services, LLC 0.03% Reduce -14.0% 344,590 $20.4M
RiverFront Investment Group, LLC 0.44% Add +9.3% 317,949 $18.8M
Raymond James Financial Services Advisors, Inc. 0.02% Add +6.1% 310,663 $18.4M
Wharton Business Group, LLC 0.74% Add +3.0% 276,850 $16.4M
Baltimore-Washington Financial Advisors, Inc. 0.88% Add +3.1% 272,425 $16.1M
Osaic Holdings, Inc. 0.03% Reduce -14.9% 261,538 $15.5M
Goldman Sachs Group Inc. 0.00% Reduce -53.6% 260,812 $15.4M
Cetera Investment Advisers 0.03% Add +2.9% 250,169 $14.8M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -1.9% 215,162 $12.7M
HighTower Advisors, LLC 0.02% Reduce -2.6% 204,730 $12.1M
Gerber Kawasaki Wealth & Investment Management 0.54% Reduce -11.7% 196,597 $11.6M
D. E. Shaw & Co. 0.02% Add +31.7% 196,493 $11.6M
Mercer Global Advisors Inc. 0.03% Reduce -15.7% 181,143 $11.5M
FWL Investment Management, LLC 4.39% Add +4.3% 193,649 $11.5M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -6.2% 186,757 $11.1M
Arkansas Financial Group, Inc. 1.73% Reduce -1.4% 178,096 $10.5M
Baker Avenue Asset Management, LP 0.30% Add +1.9% 161,352 $9.6M
Equitable Holdings, Inc. 0.09% Reduce -18.1% 158,662 $9.4M
BNP Paribas Financial Markets 0.01% Reduce -55.4% 156,391 $9.3M
Means Investment Co., Inc. 1.00% Reduce -1.2% 152,699 $9.0M
EP Wealth Advisors, LLC 0.08% Reduce -3.1% 151,941 $9.0M
Strategic Wealth Partners, Ltd. 0.79% Add +3.0% 138,767 $8.2M
Certified Advisory Corp 0.91% Reduce -1.6% 138,657 $8.2M
Trivium Point Advisory, LLC 1.10% Add +21.3% 131,459 $7.9M
Federation des caisses Desjardins du Quebec 0.04% Add +0.0% 132,962 $7.9M
MML Investors Services, LLC 0.03% Reduce -17.8% 130,666 $7.7M
Northeast Financial Consultants Inc 0.34% Reduce -6.4% 129,786 $7.7M
Millennium Management 0.01% New 127,437 $7.5M
Safeguard Investment Advisory Group, LLC 2.10% Add +3.9% 124,133 $7.4M
Dakota Wealth Management 0.17% Reduce -3.4% 123,244 $7.3M
Kingsview Wealth Management, LLC 0.15% Add +6.7% 120,363 $7.1M
Janney Montgomery Scott LLC 0.02% Add +0.5% 119,315 $7.1M
Truist Financial Corp. 0.01% Reduce -15.0% 117,059 $6.9M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -8.9% 115,159 $6.7M
Two Sigma Investments, LP 0.02% Reduce -28.3% 112,500 $6.7M
Gimbal Financial 4.29% New 111,418 $6.6M
Fifth Third Securities, Inc. 0.62% Reduce -3.7% 110,671 $6.6M
Stifel Financial Corp. 0.01% Add +9.2% 105,917 $6.3M
Peapack Gladstone Financial Corp. 0.09% Reduce -2.1% 105,743 $6.3M
Yarbrough Capital, LLC 0.25% No change 104,660 $6.2M
Anchor Investment Management, LLC 0.58% Add +2.4% 104,431 $6.2M
Blair William & Co. 0.02% Add +0.9% 103,963 $6.2M
Baird Financial Group, Inc. 0.01% Add +1.1% 102,130 $6.0M
Cumberland Advisors Inc. 2.36% Reduce -3.4% 100,200 $5.9M
Segment Wealth Management, LLC 0.41% Reduce -4.6% 99,517 $5.9M
Moors & Cabot, Inc. 0.29% Reduce -1.7% 98,633 $5.8M
Capital Analysts, LLC 0.23% Reduce -6.1% 95,914 $5.7M
Principal Securities, Inc. 0.14% Add +5.6% 94,625 $5.6M
CMH Wealth Management LLC 1.27% Reduce -1.2% 90,917 $5.4M
Oak Root LLC 0.68% Add +2.2% 90,822 $5.4M
NewEdge Advisors, LLC 0.03% Reduce -22.9% 86,506 $5.1M
Mariner, LLC 0.01% Reduce -2.0% 86,304 $5.1M
Two Sigma Advisers, LP 0.01% Reduce -57.5% 82,800 $4.9M
J. Goldman & Co LP 0.20% No change 79,623 $4.7M
Centaurus Financial, Inc. 0.30% Add +0.8% 79,148 $4.7M
Axxcess Wealth Management, LLC 0.12% Add +3.7% 78,349 $4.6M
Kestra Advisory Services, LLC 0.03% Reduce -8.7% 77,986 $4.6M
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 77,951 $4.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -29.8% 77,430 $4.6M
Capital Asset Advisory Services LLC 0.23% Add +3.3% 78,719 $4.6M
Jones Financial Companies LLLP 0.00% Add +44.8% 75,895 $4.5M
Alliancebernstein L.P. 0.00% Reduce -36.6% 74,888 $4.4M
Hamilton Wealth, LLC 1.05% Reduce -49.1% 72,278 $4.3M
Riggs Asset Managment Co. Inc. 1.16% Reduce -7.1% 71,553 $4.2M
Transcend Capital Advisors, LLC 0.28% Reduce -1.9% 71,480 $4.2M
LM Advisors LLC 0.86% Reduce -16.4% 71,145 $4.2M
Snider Financial Group 1.54% Add +0.1% 70,880 $4.2M
Lake Hills Wealth Management, LLC 2.80% Reduce -4.7% 70,731 $4.2M
LYNX Capital Group Ltd. 2.60% Add +2.4% 67,793 $4.0M
Millington Financial Advisors, LLC 2.46% Add +17.0% 66,583 $3.9M
Charter Oak Capital Management, LLC 0.37% Reduce -4.4% 66,513 $3.9M
Private Advisor Group, LLC 0.02% Add +10.0% 66,263 $3.9M
NORTHSTAR ASSET MANAGEMENT Co 0.86% Reduce -0.8% 63,520 $3.8M
Apollon Financial, LLC 1.04% Reduce -7.1% 59,731 $3.5M
Atria Wealth Solutions, Inc. 0.04% Reduce -2.1% 59,715 $3.5M
Creative Financial Designs Inc. 0.29% Reduce -7.4% 57,910 $3.4M
Capital Fund Management S.A. 0.04% Add +38.5% 56,800 $3.4M
Continuum Advisory, LLC 0.42% Reduce -0.0% 55,688 $3.3M
Geneos Wealth Management Inc. 0.13% No change 55,518 $3.3M
Money Design Co.,Ltd. 0.16% Reduce -14.8% 55,372 $3.3M
Diversified, LLC 0.35% Reduce -4.4% 53,295 $3.2M
Diversified Enterprises, LLC 0.35% — 53,295 $3.2M
Somerset Group LLC 2.87% Reduce -3.7% 52,626 $3.1M
FinDec Wealth Services, Inc. 1.76% Reduce -0.2% 51,079 $3.0M
Mathes Company, Inc. 1.07% No change 50,700 $3.0M
Cerity Partners LLC 0.01% Reduce -2.2% 50,353 $3.0M
Cibc World Market Inc. 0.01% Add +12.7% 50,249 $3.0M
Prestige Wealth Management Group LLC 0.61% Reduce -1.4% 50,021 $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 555 holders