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
Mason & Associates Inc 0.65% Reduce -1.2% 47,537 $2.8M
Balefire, LLC 0.92% Reduce -0.6% 46,311 $2.7M
Madden Advisory Services, Inc. 1.25% Reduce -5.5% 46,045 $2.7M
WCG Wealth Advisors LLC 0.17% Add +1.0% 45,349 $2.6M
Atria Wealth Solutions, Inc. 0.03% Reduce -28.3% 42,832 $2.5M
Stratos Wealth Partners, LTD. 0.03% Reduce -1.1% 41,020 $2.4M
FinDec Wealth Services, Inc. 1.65% Reduce -20.1% 40,829 $2.4M
Modern Wealth Management, LLC 0.09% Add +172.5% 40,400 $2.4M
Tocqueville Asset Management L.P. 0.04% New 40,305 $2.4M
Koa Wealth Management, LLC 1.92% Reduce -7.2% 40,230 $2.3M
1 North Wealth Services LLC 0.99% — 40,224 $2.3M
Dynamic Advisor Solutions LLC 0.10% Reduce -13.5% 40,016 $2.3M
Armor Investment Advisors, LLC 0.96% Add +1.6% 39,845 $2.3M
Sequoia Financial Advisors, LLC 0.02% Reduce -4.3% 37,529 $2.2M
Citizens Financial Group Inc. 0.04% Add +0.2% 37,342 $2.2M
US Bancorp \de 0.00% Reduce -5.3% 36,454 $2.1M
&partners 0.02% Add +95.7% 35,269 $2.1M
Stonebridge Financial Planning Group, LLC 0.91% Reduce -3.3% 34,884 $2.0M
Garrison Point Advisors, LLC 0.94% Add +1.1% 34,001 $2.0M
Ameritas Advisory Services, LLC 0.07% Reduce -19.4% 33,840 $2.0M
Kestra Private Wealth Services, LLC 0.03% Add +5.3% 33,738 $2.0M
Destination Wealth Management 0.06% Reduce -0.7% 33,652 $2.0M
Rockefeller Capital Management L.P. 0.01% Reduce -4.8% 33,171 $1.9M
Signature Estate & Investment Advisors LLC 0.05% Reduce -5.9% 31,312 $1.8M
Hazlett, Burt & Watson, Inc. 0.80% Reduce -1.0% 30,746 $1.8M
Bank Hapoalim BM 0.30% Reduce -21.1% 30,538 $1.8M
Eaton Financial Holdings Company, LLC 0.67% Reduce -14.9% 29,619 $1.7M
Bank of Montreal 0.00% Add +3.4% 29,540 $1.7M
Nwam LLC 0.11% Add +132.3% 29,303 $1.7M
Institute for Wealth Management, LLC. 0.21% Reduce -0.9% 29,281 $1.7M
Live Oak Private Wealth LLC 0.29% Add +13.4% 29,075 $1.7M
Econ Financial Services Corp 0.97% Add +17.9% 29,040 $1.7M
Creative Planning 0.00% Add +41.4% 28,812 $1.7M
Avantax Advisory Services, Inc. 0.01% Reduce -8.9% 28,769 $1.7M
Apollon Wealth Management, LLC 0.04% Add +294.8% 28,459 $1.7M
PFG Investments, LLC 0.10% Reduce -0.6% 28,293 $1.7M
FMR LLC 0.00% Reduce -3.0% 28,119 $1.6M
Pinnacle Associates Ltd. 0.02% Reduce -9.8% 28,026 $1.6M
Composition Wealth, LLC 0.03% Reduce -20.7% 27,877 $1.6M
IHT Wealth Management, LLC 0.05% Reduce -13.3% 27,748 $1.6M
Integrated Advisors Network LLC 0.08% Add +4.1% 27,034 $1.6M
Waverly Advisors, LLC 0.02% Add +2.6% 26,773 $1.6M
Benjamin Edwards Inc. 0.02% Reduce -0.7% 26,452 $1.5M
Montis Financial, LLC 0.47% New 26,082 $1.5M
Mgo One Seven LLC 0.06% Reduce -1.9% 25,609 $1.5M
Cwm, LLC 0.01% Add +43.8% 25,074 $1.5M
Valley Wealth Managers, Inc. 0.11% Add +0.7% 24,875 $1.5M
TPG Advisors LLC 1.13% Reduce -1.6% 24,701 $1.4M
Tradewinds, LLC. 0.40% New 22,667 $1.4M
Regions Financial Corp. 0.01% Reduce -0.3% 24,235 $1.4M
WP Advisors, LLC 0.47% Reduce -2.1% 24,004 $1.4M
Montecito Bank & Trust 0.24% No change 23,636 $1.4M
Sumitomo Mitsui Financial Group, Inc. 0.02% Reduce -0.1% 23,587 $1.4M
Variant Private Wealth, LLC 1.27% — 22,795 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -4.4% 22,699 $1.3M
Brick & Kyle, Associates 0.56% Reduce -82.2% 22,381 $1.3M
Pacific Sun Financial Corp 0.71% Reduce -0.9% 22,362 $1.3M
AAFMAA Wealth Management & Trust LLC 0.56% Add +2.3% 21,896 $1.3M
Pacific Center for Financial Services 0.32% Add +0.2% 21,571 $1.3M
Smith, Moore & Co. 0.11% Add +0.2% 21,495 $1.3M
Parallel Advisors, LLC 0.03% Reduce -5.5% 21,354 $1.2M
Snowden Capital Advisors LLC 0.04% Add +5.2% 21,241 $1.2M
Jaffetilchin Investment Partners, LLC 0.09% Reduce -2.1% 21,179 $1.2M
Cypress Asset Management Inc. 0.29% Reduce -11.0% 20,320 $1.2M
Robertson Stephens Wealth Management, LLC 0.04% Add +6.9% 19,846 $1.2M
National Bank of Canada 0.00% Reduce -2.7% 19,552 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +2.6% 19,484 $1.1M
Orion Portfolio Solutions, LLC 0.01% Add +2.6% 19,484 $1.1M
Meridian Investment Counsel Inc. 0.34% Add +357.4% 19,438 $1.1M
Captrust Financial Advisors 0.00% Reduce -2.0% 19,360 $1.1M
Sigma Planning Corp 0.03% Reduce -6.0% 18,942 $1.1M
Glenview Trust Co 0.02% Add +5.6% 18,905 $1.1M
Stratos Wealth Advisors, LLC 0.05% Reduce -4.5% 18,841 $1.1M
Paragon Financial Partners, Inc. 0.82% Add +9.8% 18,641 $1.1M
Walleye Trading LLC 0.02% New 18,598 $1.1M
World Investment Advisors 0.03% New 18,564 $1.1M
Tudor Investment Corporation 0.01% Add +43.1% 18,407 $1.1M
Burke & Herbert Bank & Trust Co. 0.25% No change 18,100 $1.1M
Brookstone Capital Management 0.01% Reduce -3.7% 17,562 $1.0M
Wisconsin Wealth Advisors, LLC 1.49% — 17,329 $1.0M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -3.7% 17,125 $999K
Clear Creek Financial Management, LLC 0.11% Reduce -0.5% 16,855 $984K
Joseph P. Lucia & Associates, LLC 0.43% Reduce -2.8% 16,728 $976K
Mutual Advisors, LLC 0.03% Reduce -17.1% 15,730 $969K
Mathes Company, Inc. 0.35% Reduce -67.5% 16,500 $963K
Retirement Planning Co of New England, Inc. 0.47% Reduce -1.2% 16,501 $963K
Ashton Thomas Private Wealth, LLC 0.04% No change 16,489 $962K
Sanctuary Advisors, LLC 0.01% Reduce -0.8% 14,863 $959K
Choreo, LLC 0.01% Reduce -11.7% 16,418 $958K
Sava Infond d.o.o. 0.17% — 16,250 $948K
TruWealth Advisors, LLC 0.06% Reduce -10.9% 16,222 $947K
WESPAC Advisors, LLC 0.69% Add +6.7% 15,994 $933K
Wealthedge Investment Advisors, LLC 0.42% — 15,811 $923K
V2 Financial group LLC 0.55% No change 15,400 $899K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% New 15,385 $898K
Ogorek Anthony Joseph /NY/ 0.28% Reduce -8.5% 15,264 $890K
Solutions 4 Wealth, Ltd 1.61% Add +0.1% 15,236 $889K
Triangle Securities Wealth Management 0.22% Reduce -3.4% 14,922 $871K
MMBG Investment Advisors Co. 0.09% No change 14,775 $862K
Sovran Advisors, LLC 0.12% — 14,161 $846K
Valued Retirements, Inc. 1.13% Reduce -24.8% 14,411 $841K
Y.D. More Investments Ltd 0.08% Reduce -5.4% 14,416 $840K
Harbour Investments, Inc. 0.02% Reduce -5.8% 14,361 $838K
Barclays PLC 0.00% Add +51.8% 14,296 $834K
Carnegie Investment Counsel 0.02% Reduce -6.2% 13,680 $798K
Nicholas Investment Partners, LP 0.08% New 13,629 $795K
Venture Visionary Partners LLC 0.03% No change 13,625 $795K
Lido Advisors, LLC 0.01% Add +0.7% 13,578 $792K
Brown Advisory Inc. 0.00% Reduce -1.8% 13,557 $791K
Farther Finance Advisors, LLC 0.03% Add +1.2% 13,034 $761K
Commerce Bank 0.00% No change 12,960 $756K
Cornerstone Advisory, LLC 0.08% Add +0.0% 11,612 $747K
Belpointe Asset Management LLC 0.04% Reduce -0.8% 12,677 $746K
Oppenheimer & Co. Inc. 0.01% Reduce -12.4% 12,737 $743K
International Assets Investment Management, LLC 0.06% Reduce -0.7% 12,718 $742K
Spinnaker Trust 0.05% No change 12,604 $735K
Wealthgarden F.S. LLC 0.68% Reduce -6.3% 12,462 $727K
RFG Advisory, LLC 0.02% Reduce -0.8% 12,440 $726K
Sowell Financial Services LLC 0.04% Reduce -32.6% 12,377 $722K
First Wilshire Securities Management Inc. 0.20% No change 12,300 $718K
Guerra Pan Advisors, LLC 0.52% Reduce -8.8% 12,217 $713K
IFG Advisory, LLC 0.04% New 12,214 $713K
Paragon Private Wealth Management, LLC 0.33% Add +7.3% 12,209 $712K
Sagespring Wealth Partners, LLC 0.02% — 12,162 $710K
Strategic Wealth Partners, Ltd. 0.06% Reduce -92.1% 10,998 $709K
Avior Wealth Management, LLC 0.03% Add +0.2% 12,114 $707K
Vontobel Holding Ltd. 0.00% Reduce -14.8% 12,020 $701K
Spire Wealth Management 0.02% Add +0.3% 12,001 $700K
Prosperity Consulting Group, LLC 0.05% Add +10.3% 11,996 $700K
Kovack Advisors, Inc. 0.07% Add +11.8% 11,875 $693K
Watchman Group, Inc. 0.18% No change 11,530 $673K
Eq LLC 0.31% Reduce -8.8% 11,479 $670K
LRI Investments, LLC 0.06% No change 11,391 $665K
RPS Advisory Solutions LLC 0.41% Reduce -2.0% 11,364 $663K
St Germain D J Co. Inc. 0.03% New 11,202 $654K
NorthRock Partners, LLC 0.02% Reduce -0.3% 11,192 $653K
Exencial Wealth Advisors, LLC 0.02% Add +0.1% 11,095 $647K
D.A. Davidson & Co. 0.01% Reduce -17.9% 10,906 $636K
Concurrent Investment Advisors, LLC 0.02% Add +24.8% 10,707 $625K
Kraft, Davis & Associates, LLC 0.17% Add +47.2% 9,519 $608K
Park Avenue Securities LLC 0.01% New 10,116 $590K
Cornerstone Wealth Management, LLC 0.04% Add +4.7% 10,042 $586K
Focus Partners Wealth 0.00% Add +99.4% 10,039 $586K
Phraction Management LLC 0.22% No change 10,016 $584K
Schwarz Dygos Wheeler Investment Advisors LLC 0.14% New 10,014 $584K
Wealthfront Advisers LLC 0.00% Reduce -2.6% 9,864 $576K
StoneX Group Inc. 0.03% Add +75.9% 9,776 $570K
Caldwell Trust Co 0.06% Reduce -0.2% 9,719 $567K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Reduce -3.8% 9,694 $566K
Merit Financial Group, LLC 0.01% Reduce -24.4% 9,310 $543K
First Foundation Advisors 0.02% No change 9,290 $542K
Sage Capital Management, LLC 0.27% Reduce -10.4% 9,290 $542K
Main Street Financial Solutions, LLC 0.05% Reduce -1.8% 9,232 $539K
Gallacher Capital Management LLC 0.27% Add +0.1% 9,217 $538K
Wedbush Securities Inc. 0.02% Reduce -13.0% 9,150 $534K
Westshore Wealth, LLC 0.22% No change 9,092 $531K
Mascoma Wealth Management LLC 0.13% Reduce -7.2% 8,932 $521K
BlackRock, Inc. 0.00% Add +509.6% 8,894 $519K
Summit Financial, LLC 0.02% Reduce -2.4% 8,860 $517K
Finivi Inc. 0.41% Reduce -3.4% 8,779 $512K
MAI Capital Management 0.00% Reduce -3.5% 8,697 $507K
Townsquare Capital LLC 0.01% Add +0.4% 8,679 $506K
Advisory Services Network, LLC 0.01% Reduce -75.3% 8,610 $502K
Koshinski Asset Management, Inc. 0.04% Reduce -4.6% 8,591 $501K
Houlihan Financial Resource Group, Ltd. 0.21% No change 8,520 $497K
Advisors Capital Management, LLC 0.01% Reduce -4.0% 8,481 $495K
Riverpoint Wealth Management Holdings, LLC 0.13% Add +0.2% 8,475 $494K
Fox Hill Wealth Management 0.28% Reduce -2.8% 8,358 $488K
Comerica Bank 0.00% Add +18.6% 8,345 $487K
Founders Financial Securities LLC 0.04% Reduce -6.8% 8,326 $486K
PFG Advisors 0.03% Reduce -1.4% 8,289 $484K
Stephens Inc. 0.01% Reduce -14.2% 8,216 $479K
Opes Wealth Management LLC 0.10% No change 8,160 $476K
Wedmont Private Capital 0.02% Add +1.1% 7,828 $469K
Traynor Capital Management, Inc. 0.04% Reduce -22.9% 7,939 $463K
Physician Wealth Advisors, Inc. 0.08% Add +0.1% 7,900 $461K
Jacobi Capital Management LLC 0.03% Reduce -10.9% 7,896 $461K
Black Swift Group, LLC 0.10% Add +29.4% 7,845 $458K
Pettyjohn, Wood & White, Inc. 0.08% Reduce -1.0% 7,685 $448K
Sunbelt Securities, Inc. 0.04% Reduce -7.7% 7,650 $447K
M&T Bank Corp 0.00% Add +0.3% 7,645 $446K
Integrated Wealth Concepts LLC 0.01% New 7,635 $446K
KCM Investment Advisors LLC 0.02% No change 7,566 $441K
GPS Wealth Strategies Group, LLC 0.06% Reduce -14.3% 7,530 $439K
Sound View Wealth Advisors Group, LLC 0.04% Add +26.6% 7,516 $439K
Manchester Capital Management LLC 0.05% No change 7,500 $438K
Meridian Wealth Management, LLC 0.02% Reduce -0.7% 7,497 $437K
TD Waterhouse Canada Inc. 0.00% Reduce -1.3% 7,495 $437K
AlTi Global, Inc. 0.01% No change 7,020 $434K
Circle Wealth Management, LLC 0.01% No change 7,406 $432K
Beacon Pointe Advisors, LLC 0.00% Reduce -26.0% 7,405 $432K
Cutler Investment Counsel LLC 0.05% Reduce -9.3% 7,372 $430K
Harbor Investment Advisory, LLC 0.04% No change 7,357 $429K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -46.7% 7,303 $426K
Panoramic Investment Advisors, LLC 0.28% Reduce -3.7% 7,278 $425K
Strategic Investment Solutions, Inc. 0.14% Reduce -12.4% 7,266 $424K
Delta Asset Management LLC 0.04% No change 7,200 $420K
Private Trust Co. NA 0.04% Add +2.4% 7,190 $420K
Kingswood Wealth Advisors, LLC 0.03% New 7,006 $409K
Primoris Wealth Advisors, LLC 0.31% Reduce -3.5% 6,986 $408K
GK Wealth Management LLC 0.52% — 6,963 $406K
Chicago Partners Investment Group LLC 0.01% No change 6,688 $404K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.7% 6,882 $402K
PCG Wealth Advisors, LLC 0.15% Reduce -1.2% 6,837 $399K
CreativeOne Wealth, LLC 0.01% Reduce -1.5% 6,774 $395K
Signet Financial Management, LLC 0.05% Reduce -1.2% 6,731 $393K
GTS Securities LLC 0.02% Reduce -54.4% 6,692 $390K
Comprehensive Money Management Services LLC 0.32% — 6,648 $388K
Welch Group, LLC 0.02% No change 6,630 $388K
Strategic Advisors LLC 0.07% Reduce -14.5% 6,604 $385K
Creekside Partners 0.19% No change 6,360 $371K
Biondo Investment Advisors, LLC 0.05% Add +13.7% 6,312 $368K
Independent Financial Group, LLC 0.01% Reduce -16.8% 6,277 $366K
Gladstone Institutional Advisory LLC 0.02% Reduce -2.6% 6,268 $366K
Daymark Wealth Partners, LLC 0.02% Add +0.1% 6,244 $364K
Sax Wealth Advisors, LLC 0.03% New 6,240 $364K
Holistic Financial Partners 0.18% Reduce -12.9% 6,160 $359K
Perigon Wealth Management, LLC 0.01% Add +1.8% 5,797 $357K
HFR Wealth Management, LLC 0.09% No change 6,000 $350K
Castleview Partners, LLC 0.19% Add +2.8% 5,991 $349K
Foundations Investment Advisors, LLC 0.01% Add +37.4% 5,972 $348K
Savant Capital, LLC 0.00% New 5,907 $345K
Shufro Rose & Co. LLC 0.03% Reduce -26.3% 5,900 $344K
Global Retirement Partners, LLC 0.01% Add +35.4% 5,843 $341K
United Asset Strategies, Inc. 0.03% Add +13.6% 5,769 $337K
Arkadios Wealth Advisors 0.02% Add +0.0% 5,702 $333K
Money Concepts Capital Corp. 0.02% Add +11.0% 5,695 $332K
Capital Investment Advisory Services, LLC 0.03% Reduce -8.8% 5,681 $331K
Client 1ST Advisory Group, LLC 0.13% Reduce -10.6% 5,676 $331K
Good Life Advisors, LLC 0.02% Reduce -60.9% 5,653 $330K
Avitas Wealth Management LLC 0.05% Reduce -5.2% 5,623 $328K
ALM First Financial Advisors, LLC 0.08% No change 5,568 $325K
SteelPeak Wealth, LLC 0.01% Add +17.6% 5,460 $319K
Byrne Financial Freedom, LLC 0.14% — 5,448 $318K
Glen Eagle Advisors, LLC 0.05% Reduce -8.2% 5,413 $316K
NorthCoast Asset Management LLC 0.00% Reduce -7.0% 5,362 $313K
Cahill Financial Advisors Inc. 0.04% Reduce -22.0% 5,295 $309K
Secure Asset Management, LLC 0.05% Reduce -5.9% 5,219 $305K
Valeo Financial Advisors, LLC 0.01% Add +0.2% 5,212 $304K
Thoroughbred Financial Services, LLC 0.02% Reduce -4.2% 5,181 $302K
McElhenny Sheffield Capital Management, LLC 0.10% No change 5,118 $299K
Jmac Enterprises LLC 0.05% No change 5,096 $297K
U.S. Capital Wealth Advisors, LLC 0.01% No change 5,067 $296K
Carrera Capital Advisors 0.07% Reduce -18.9% 5,030 $293K
IFP Advisors, Inc 0.01% Reduce -2.0% 4,965 $290K
Runnymede Capital Advisors, Inc. 0.25% — 4,949 $289K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.6% 4,940 $288K
AdvisorNet Financial, Inc 0.02% Reduce -19.3% 4,918 $287K
Evoke Wealth, LLC 0.01% New 4,878 $285K
Cresset Asset Management, LLC 0.00% Reduce -12.4% 4,874 $284K
Forza Wealth Management, LLC 0.13% No change 4,800 $280K
Acropolis Investment Management, LLC 0.02% No change 4,800 $280K
Wealth Group, Ltd. 0.18% No change 4,798 $280K
Patten & Patten Inc. 0.02% Reduce -3.1% 4,775 $279K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +8.4% 4,721 $276K
Salem Investment Counselors Inc. 0.01% Add +41.5% 4,686 $273K
Prospera Financial Services Inc 0.01% Add +0.0% 4,671 $273K
DHK Financial Advisors, Inc. 0.16% No change 4,620 $270K
Corient Private Wealth LP 0.00% Reduce -6.4% 8,822 $266K
Moneta Group Investment Advisors LLC 0.00% Add +27.5% 4,560 $266K
Northern Trust Corp. 0.00% New 4,511 $263K
Scotia Capital Inc. 0.00% No change 4,505 $263K
Wolverine Trading, LLC 0.01% New 4,481 $262K
Bernardo Wealth Planning LLC 0.06% Reduce -2.8% 4,368 $261K
American Institute for Advanced Investment Management, LLP 0.19% Reduce -30.6% 4,430 $258K
Great Lakes Retirement, Inc. 0.03% No change 4,424 $258K
Larson Financial Group LLC 0.01% Reduce -30.5% 4,350 $254K
SeaCrest Wealth Management, LLC 0.03% No change 4,342 $253K
Advisory Alpha, LLC 0.01% Add +0.2% 4,302 $251K
Concourse Financial Group Securities, Inc. 0.01% No change 3,955 $250K
Moloney Securities Asset Management, LLC 0.03% Reduce -11.4% 4,286 $250K
Henrickson Nauta Wealth Advisors, Inc. 0.10% New 4,279 $250K
Brevan Howard Capital Management LP 0.01% New 4,204 $245K
Tyche Wealth Partners LLC 0.05% Add +5.0% 4,198 $245K
Two Sigma Securities, LLC 0.04% New 4,194 $245K
Ring Mountain Capital, LLC 0.16% — 4,124 $241K
Northwest Financial Advisors 0.20% Add +68.8% 4,069 $237K
Valmark Advisers, Inc. 0.00% New 4,005 $234K
SPC Financial, Inc. 0.02% No change 4,002 $234K
Pinnacle Bancorp, Inc. 0.08% No change 3,960 $231K
Bedel Financial Consulting, Inc. 0.03% No change 3,534 $230K
Hudock, Inc. 0.04% New 3,934 $230K
Bank of New York Mellon Corp 0.00% No change 3,927 $229K
Level Four Advisory Services, LLC 0.01% Reduce -9.2% 3,921 $229K
Colonial Trust Co / SC 0.03% Add +1.6% 3,909 $228K
Focus Financial Network, Inc. 0.01% No change 3,904 $228K
Sonoma Private Wealth LLC 0.37% Reduce -2.8% 3,889 $227K
FineMark National Bank & Trust 0.01% New 3,823 $223K
LaFleur & Godfrey LLC 0.03% Add +6.4% 3,805 $222K
Financial Advocates Investment Management 0.01% Reduce -33.3% 3,784 $221K
LexAurum Advisors, LLC 0.04% Reduce -9.3% 3,775 $220K
Keystone Wealth Services, LLC 0.06% No change 3,771 $220K
Cadent Capital Advisors, LLC 0.08% Add +0.2% 3,737 $218K
Prosperity Financial Group, Inc. 0.11% No change 3,694 $216K
Sterling Financial Planning, Inc. 0.08% Reduce -26.8% 3,623 $211K
Marcum Wealth, LLC 0.02% Reduce -0.7% 3,577 $209K
Avidian Wealth Enterprises, LLC 0.01% Add +0.1% 3,571 $208K
Hilltop National Bank 0.06% No change 3,555 $207K
One Capital Management, LLC 0.01% Reduce -0.8% 3,554 $207K
Martin Capital Advisors, LLP 0.13% No change 3,545 $207K
GeoWealth Management, LLC 0.01% Add +1.5% 3,540 $207K
Howard Financial Services, LTD. 0.03% Add +0.1% 3,513 $205K
Cahaba Wealth Management, Inc. 0.02% Reduce -15.2% 3,511 $205K
Fortis Capital Advisors, LLC 0.07% Reduce -1.8% 3,475 $204K
Acorn Wealth Advisors, LLC 0.08% Reduce -7.3% 3,473 $203K
Octavia Wealth Advisors, LLC 0.02% No change 3,472 $203K
Global View Capital Management LLC 0.07% — 3,458 $202K
WR Wealth Planners, LLC 0.06% Reduce -32.5% 3,440 $201K
Clearstead Trust, LLC 0.04% No change 3,400 $198K
Union Bancaire Privee, UBP SA 0.00% — 3,480 $196K
O'shaughnessy Asset Management, LLC 0.00% Add +0.0% 3,349 $195K
Activest Wealth Management 0.05% Add +0.1% 3,296 $192K
Rosenberg Matthew Hamilton 0.05% Add +9.1% 3,090 $180K
Future Financial Wealth Managment LLC 0.13% Reduce -0.7% 3,060 $179K
MGB Wealth Management, LLC 0.05% No change 3,024 $176K
Ameriflex Group, Inc. 0.08% — 2,720 $174K
AE Wealth Management LLC 0.00% New 2,941 $172K
Peterson Wealth Services 0.05% No change 2,910 $170K
Biltmore Family Office, LLC 0.03% No change 2,700 $158K
Glenmede Trust Co. NA 0.00% No change 2,585 $151K
FAS Wealth Partners, Inc. 0.01% Add +1.0% 2,494 $146K
Qube Research & Technologies Ltd 0.00% Reduce -95.0% 2,361 $138K
Transcendent Capital Group LLC 0.07% No change 2,202 $128K
Bogart Wealth, LLC 0.01% Add +0.1% 2,146 $125K
Montag A & Associates Inc. 0.01% Add +13.7% 2,070 $121K
Blue Trust, Inc. 0.00% Add +86.5% 1,981 $116K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -31.0% 1,961 $114K
Concord Wealth Partners 0.02% Reduce -10.5% 1,929 $113K
Arax Advisory Partners 0.01% Add +122.1% 1,906 $111K
Whittier Trust Co. 0.00% No change 1,806 $105K
Monetary Management Group Inc. 0.03% No change 1,700 $99K
Founders Capital Management 0.06% Add +0.2% 1,690 $99K
Register Financial Advisors LLC 0.05% No change 1,585 $92K
Aptus Capital Advisors, LLC 0.00% Add +414.1% 1,496 $87K
Sandy Spring Bank 0.00% Reduce -4.7% 1,453 $85K
Global Trust Asset Management, LLC 0.03% Reduce -52.5% 1,450 $85K
Financial Perspectives, Inc 0.03% Add +0.1% 1,446 $84K
Ascentis Wealth Management, LLC 0.03% No change 1,404 $82K
Hantz Financial Services, Inc. 0.00% No change 1,373 $80K
Mainstream Capital Management LLC 0.05% New 1,330 $78K
Howe & Rusling Inc. 0.01% Add +8.1% 1,297 $76K
First United Bank & Trust 0.03% Reduce -39.4% 1,290 $75K
Franklin Resources Inc. 0.00% No change 1,220 $71K
Founders Financial Alliance, LLC 0.02% Add +0.1% 1,141 $67K
Catherine Avery Investment Management LLC 0.06% — 1,112 $65K
Russell Investments Group, Ltd. 0.00% Add +4.8% 1,081 $63K
Atlas Capital Advisors Inc. 0.01% No change 1,072 $63K
Optimum Investment Advisors 0.03% No change 1,068 $62K
Assetmark, Inc. 0.00% Reduce -36.8% 1,021 $60K
Paladin Advisory Group, LLC 0.05% No change 1,020 $60K
Avalon Trust Co 0.00% No change 1,000 $58K
Golden State Wealth Management, LLC 0.01% — 940 $55K
TD Private Client Wealth LLC 0.00% No change 936 $55K
GHP Investment Advisors, Inc. 0.00% No change 933 $54K
Tsfg, LLC 0.01% No change 900 $53K
Truvestments Capital LLC 0.01% No change 900 $53K
Clean Yield Group 0.02% No change 840 $49K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -8.7% 840 $49K
Synergy Asset Management, LLC 0.00% New 824 $49K
Canton Hathaway, LLC 0.01% No change 828 $48K
Colonial Trust Advisors 0.00% Add +225.2% 761 $44K
American National Bank & Trust 0.00% No change 750 $44K
Key Financial Inc 0.01% Add +0.1% 711 $42K
AllSquare Wealth Management LLC 0.02% No change 696 $41K
CoreCap Advisors, LLC 0.00% Add +1.5% 688 $40K
Legend Financial Advisors, Inc. 0.03% Add +14.2% 685 $40K
Millstone Evans Group, LLC 0.03% — 666 $39K
Red Lighthouse Investment Management, LLC 0.02% No change 666 $39K
Hemington Wealth Management 0.01% No change 659 $38K
Mather Group, Llc. 0.00% No change 646 $38K
Sound Income Strategies, LLC 0.00% No change 633 $37K
Clearstead Advisors, LLC 0.00% No change 633 $37K
Ballast Advisors LLC 0.01% No change 630 $37K
Kohmann Bosshard Financial Services, LLC 0.00% New 628 $37K
Aspect Partners, LLC 0.02% New 600 $35K
Princeton Global Asset Management LLC 0.01% No change 600 $35K
Comprehensive Financial Planning, Inc. 0.03% — 566 $33K
Marshall & Sterling Wealth Advisors Inc. 0.02% — 566 $33K
Copia Wealth Management 0.03% — 564 $33K
WealthShield Partners, LLC 0.00% Reduce -70.1% 518 $30K
GAMMA Investing LLC 0.00% No change 516 $30K
Valley National Advisers Inc. 0.01% Reduce -8.7% 507 $29K
Modus Advisors, LLC 0.01% New 480 $28K
Mark Sheptoff Financial Planning, LLC 0.01% No change 450 $26K
Union Savings Bank 0.01% No change 450 $26K
Evelyn Partners Investment Management Services Ltd 0.00% — 420 $25K
Ethos Financial Group, LLC 0.00% New 413 $24K
High Note Wealth, LLC 0.01% New 408 $24K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 390 $23K
Park Square Financial Group, LLC 0.02% — 375 $22K
Ancora Advisors LLC 0.00% Reduce -51.0% 373 $22K
North Star Investment Management Corp. 0.00% Reduce -52.6% 360 $21K
Rothschild Investment LLC 0.00% No change 356 $21K
Bokf, NA 0.00% No change 333 $20K
Archer Investment Corp 0.01% No change 336 $20K
Westside Investment Management, Inc. 0.00% No change 330 $19K
NBT Bank, N.A. 0.00% No change 318 $19K
Main Management LLC 0.00% No change 317 $18K
Creekmur Asset Management LLC 0.00% No change 294 $17K
Fifth Third Bancorp 0.00% Reduce -45.2% 290 $17K
Gen-Wealth Partners Inc 0.01% No change 277 $16K
Coppell Advisory Solutions LLC 0.00% No change 261 $15K
MCF Advisors LLC 0.00% No change 261 $15K
CENTRAL TRUST Co 0.00% No change 261 $15K
Investment Management Corp. /Va/ 0.01% — 254 $15K
Albion Financial Group 0.00% No change 240 $14K
HHM Wealth Advisors, LLC 0.00% New 237 $14K
Horizon Investments, LLC 0.00% New 219 $13K
Measured Risk Portfolios, Inc. 0.01% — 213 $12K
TruNorth Capital Management, LLC 0.00% New 208 $12K
Phillips Financial Management, LLC 0.00% No change 200 $12K
Cardinal Strategic Wealth Guidance 0.00% New 193 $11K
Tucker Asset Management LLC 0.00% Reduce -53.6% 192 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 189 $11K
Financial Freedom, LLC 0.01% No change 166 $10K
Rise Advisors, LLC 0.00% No change 153 $9K
Cedar Mountain Advisors, LLC 0.00% Reduce -66.7% 150 $9K
Morris Financial Concepts, Inc. 0.00% No change 139 $8K
Hanson & Doremus Investment Management 0.00% No change 138 $8K
Aventura Private Wealth, LLC 0.00% — 126 $7K
Eastern Bank 0.00% No change 126 $7K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -52.6% 125 $7K
Wolff Wiese Magana LLC 0.00% 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% New 107 $6K
City State Bank 0.00% No change 105 $6K
Guardian Wealth Advisors, LLC / NC 0.00% Add +13.0% 104 $6K
Accredited Wealth Management, LLC 0.01% — 102 $6K
Transce3nd, LLC 0.00% — 102 $6K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 102 $6K
Halbert Hargrove Global Advisors, LLC 0.00% New 102 $6K
Realta Investment Advisors 0.00% Add +150.0% 100 $6K
Costello Asset Management, INC 0.00% No change 100 $6K
Evermay Wealth Management LLC 0.00% No change 100 $6K
New Republic Capital, LLC 0.00% New 93 $5K
Beacon Capital Management, LLC 0.00% No change 90 $5K
Cullen/Frost Bankers, Inc. 0.00% New 84 $5K
TD Capital Management LLC 0.00% No change 81 $5K
Signaturefd, LLC 0.00% Reduce -7.2% 77 $4K
PSI Advisors, LLC 0.00% No change 77 $4K
Fourth Dimension Wealth, LLC 0.00% — 71 $4K
Roxbury Financial LLC 0.00% — 58 $4K
Carolinas Wealth Consulting LLC 0.00% No change 58 $3K
Bangor Savings Bank 0.00% New 57 $3K
IMG Wealth Management, Inc. 0.00% — 55 $3K
Brown Brothers Harriman & Co. 0.00% No change 55 $3K
Vermillion & White Wealth Management Group, LLC 0.00% No change 54 $3K
Arcadia Investment Management Corp. 0.00% Add +18.6% 51 $3K
Smartleaf Asset Management LLC 0.00% No change 50 $3K
Lee Danner & Bass Inc. 0.00% New 48 $3K
Laurel Wealth Advisors LLC 0.00% No change 36 $2K
Avion Wealth 0.00% Reduce -41.5% 38 $2K
UMB Bank, n.a. 0.00% New 33 $2K
Centricity Wealth Management, LLC 0.00% — 31 $2K
Cape Investment Advisory, Inc. 0.00% No change 30 $2K
EverSource Wealth Advisors, LLC 0.00% No change 24 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 23 $1K
WFA Asset Management Corp 0.00% No change 18 $1K
Signature Resources Capital Management, LLC 0.00% No change 18 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -50.0% 3 $1K
Lanark Financial, Inc. 0.08% — 15 $875
Bernard Wealth Management Corp. 0.00% — 12 $701
Caitlin John, LLC 0.00% No change 7 $408
First Pacific Financial 0.00% No change 6 $357

"% 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.