iShares U.S. Medical DevicesIHIETF

13F holders, Q4 2024 (December 31)
565holders +10
45new positions
56sold out
3famous investors
$58.34avg. 13F price*

At the end of Q4 2024, 565 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, up 10 from Q3 2024. 45 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($166.4M), Bank of America Corp. ($155.6M) and LPL Financial LLC ($130.6M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions45$23.6M
Exits56$77.4M

All 13F filers, Q3 2024 → Q4 2024: 2,518,996 shares bought and 8,676,131 shares sold, net −6,157,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 565 holders

Morgan Stanley 0.01% Reduce -2.8% 2,852,174 $166.4M
Bank of America Corp. 0.01% Add +29.0% 2,666,806 $155.6M
LPL Financial LLC 0.05% Add +24.7% 2,237,467 $130.6M
UBS Group AG 0.02% Add +9.1% 1,249,712 $72.9M
Fisher Asset Management 0.03% Reduce -5.5% 1,148,732 $67.0M
Wells Fargo & Company 0.02% Add +2.0% 1,087,471 $63.5M
Envestnet Asset Management Inc. 0.01% Reduce -15.3% 747,981 $43.6M
Royal Bank of Canada 0.01% Reduce -7.8% 710,671 $41.5M
Raymond James Financial Inc. 0.01% — 666,604 $38.9M
JPMorgan Chase & Co. 0.00% Reduce -58.9% 494,843 $28.9M
BNP Paribas Financial Markets 0.02% Add +122.7% 348,312 $20.3M
RiverFront Investment Group, LLC 0.45% Add +7.6% 342,017 $20.0M
Ameriprise Financial Inc. 0.00% Reduce -5.3% 327,688 $19.1M
Commonwealth Equity Services, LLC 0.03% Reduce -6.4% 322,483 $18.8M
Goldman Sachs Group Inc. 0.00% Add +11.7% 291,225 $17.0M
Wharton Business Group, LLC 0.68% Reduce -6.8% 257,900 $15.0M
Cetera Investment Advisers 0.03% Reduce -0.5% 248,992 $14.5M
HighTower Advisors, LLC 0.02% Add +15.5% 236,462 $13.8M
Osaic Holdings, Inc. 0.03% Reduce -2.4% 255,403 $13.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +3.1% 221,943 $13.0M
Kingsview Wealth Management, LLC 0.23% Add +71.7% 206,678 $12.1M
FWL Investment Management, LLC 4.26% Add +3.5% 200,465 $11.7M
Gerber Kawasaki Wealth & Investment Management 0.49% Reduce -1.6% 193,499 $11.3M
Citigroup Inc. 0.01% Reduce -96.7% 185,868 $10.8M
Arkansas Financial Group, Inc. 1.73% Add +2.9% 183,268 $10.7M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -7.2% 173,268 $10.1M
Baker Avenue Asset Management, LP 0.29% Add +1.8% 164,253 $9.6M
Mercer Global Advisors Inc. 0.02% Reduce -9.9% 163,241 $9.5M
Citadel Advisors 0.01% Add +323.6% 151,512 $8.8M
Means Investment Co., Inc. 0.92% Reduce -0.9% 151,385 $8.8M
Equitable Holdings, Inc. 0.08% Reduce -4.6% 151,318 $8.8M
EP Wealth Advisors, LLC 0.07% Reduce -8.2% 139,562 $8.1M
Certified Advisory Corp 0.86% Reduce -1.6% 136,372 $8.0M
Trivium Point Advisory, LLC 1.00% Add +3.6% 136,212 $7.9M
Federation des caisses Desjardins du Quebec 0.04% Reduce -0.9% 131,733 $7.7M
MML Investors Services, LLC 0.03% Reduce -2.4% 127,478 $7.4M
Safeguard Investment Advisory Group, LLC 2.03% Add +2.1% 126,793 $7.4M
Dakota Wealth Management 0.16% Reduce -1.9% 120,923 $7.1M
B. Riley Wealth Advisors, Inc. 0.22% Reduce -1.3% 113,666 $6.6M
Janney Montgomery Scott LLC 0.02% Reduce -7.8% 110,053 $6.4M
Segment Wealth Management, LLC 0.43% Add +7.4% 106,872 $6.2M
Anchor Investment Management, LLC 0.58% Add +2.0% 106,522 $6.2M
Stifel Financial Corp. 0.01% Add +0.3% 106,256 $6.2M
Fifth Third Securities, Inc. 0.53% Reduce -4.0% 106,254 $6.2M
Northeast Financial Consultants Inc 0.26% Reduce -18.8% 105,447 $6.2M
Jones Financial Companies LLLP 0.01% Add +38.8% 105,340 $6.1M
Yarbrough Capital, LLC 0.23% No change 104,660 $6.1M
Truist Financial Corp. 0.01% Reduce -12.3% 102,703 $6.0M
Blair William & Co. 0.02% Reduce -1.9% 101,944 $5.9M
Baird Financial Group, Inc. 0.01% Reduce -1.3% 100,788 $5.9M
Peapack Gladstone Financial Corp. 0.09% Reduce -5.0% 100,493 $5.9M
Cumberland Advisors Inc. 2.32% Reduce -0.8% 99,450 $5.8M
Moors & Cabot, Inc. 0.27% Reduce -0.2% 98,475 $5.7M
Capital Analysts, LLC 0.22% Reduce -0.5% 95,409 $5.6M
Principal Securities, Inc. 0.12% Reduce -2.7% 92,037 $5.4M
Millington Financial Advisors, LLC 2.86% Add +15.6% 76,952 $4.9M
LYNX Capital Group Ltd. 2.74% Add +20.5% 81,684 $4.8M
NewEdge Advisors, LLC 0.03% Reduce -7.9% 79,692 $4.7M
Capital Asset Advisory Services LLC 0.23% Reduce -0.5% 78,350 $4.6M
PNC Financial Services Group, Inc. 0.00% Add +0.6% 78,430 $4.6M
Axxcess Wealth Management, LLC 0.11% Reduce -0.1% 78,292 $4.6M
Lake Hills Wealth Management, LLC 3.03% Add +7.5% 75,997 $4.4M
Centaurus Financial, Inc. 0.27% Reduce -4.5% 75,584 $4.4M
Mariner, LLC 0.01% Reduce -12.5% 75,526 $4.4M
LM Advisors LLC 0.78% Add +4.4% 74,285 $4.3M
Riggs Asset Managment Co. Inc. 1.15% Add +3.3% 73,916 $4.3M
J. Goldman & Co LP 0.15% Reduce -7.9% 73,338 $4.3M
Dale Q Rice Investment Management Ltd 1.87% — 72,784 $4.2M
Hamilton Wealth, LLC 1.01% Reduce -1.0% 71,584 $4.2M
Snider Financial Group 1.28% Add +0.3% 71,092 $4.1M
Alliancebernstein L.P. 0.00% Reduce -6.7% 69,860 $4.1M
Transcend Capital Advisors, LLC 0.29% Reduce -3.3% 69,102 $4.0M
Independent Advisor Alliance 0.05% New 68,940 $4.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.1% 68,065 $4.0M
Virtu Financial LLC 0.21% Add +52.3% 67,755 $4.0M
Capital Fund Management S.A. 0.04% Add +15.5% 65,600 $3.8M
CMH Wealth Management LLC 0.84% Reduce -31.0% 62,754 $3.7M
Charter Oak Capital Management, LLC 0.34% Reduce -7.3% 61,687 $3.6M
NORTHSTAR ASSET MANAGEMENT Co 0.82% Reduce -3.0% 61,625 $3.6M
Private Advisor Group, LLC 0.02% Reduce -7.7% 61,192 $3.6M
Susquehanna International Group, LLP 0.01% Add +240.0% 60,300 $3.5M
Valicenti Advisory Services Inc. 0.88% New 60,280 $3.5M
Apollon Financial, LLC 0.87% Reduce -0.5% 59,426 $3.5M
Creative Financial Designs Inc. 0.27% Reduce -1.8% 56,867 $3.3M
Continuum Advisory, LLC 0.42% Add +0.5% 55,979 $3.3M
Harel Insurance Investments & Financial Services Ltd. 0.05% Add +263.1% 65,829 $3.3M
Geneos Wealth Management Inc. 0.11% Reduce -0.0% 55,506 $3.2M
Cibc World Market Inc. 0.01% Add +9.8% 55,147 $3.2M
Altfest L J & Co. Inc. 0.40% Add +52.9% 53,896 $3.1M
J.W. Cole Advisors, Inc. 0.12% Add +22.6% 52,786 $3.1M
Orleans Capital Management Corp. 1.71% Reduce -1.0% 47,755 $3.1M
Somerset Group LLC 2.77% Reduce -1.3% 51,931 $3.0M
Diversified Enterprises, LLC 0.29% Reduce -3.2% 51,588 $3.0M
Cerity Partners LLC 0.01% Add +0.6% 50,652 $3.0M
Prestige Wealth Management Group LLC 0.61% Add +0.7% 50,381 $2.9M
Kestra Advisory Services, LLC 0.02% Reduce -35.8% 50,047 $2.9M
Gray Wealth Management Inc. 1.08% Add +14.3% 49,011 $2.9M
Tower Research Capital LLC (TRC) 0.06% Add +31.7% 48,672 $2.8M
Allworth Financial LP 0.02% Reduce -1.1% 44,754 $2.8M
Money Design Co.,Ltd. 0.14% Reduce -13.7% 47,785 $2.8M

"% 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 565 holders