iShares U.S. Medical DevicesIHIETF
13F holders, Q2 2025 (June 30)547holders −13
36new positions
51sold out
3famous investors
$62.62avg. 13F price*
At the end of Q2 2025, 547 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, down 13 from Q1 2025. 36 opened new positions and 51 sold out. The largest holders were Menora Mivtachim Holdings LTD. ($304.7M), Morgan Stanley ($183.4M) and LPL Financial LLC ($131.4M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $10.2M |
| Exits | 51 | $51.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,569,307 shares bought and 2,842,639 shares sold, net −1,273,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 547 holders
| Menora Mivtachim Holdings LTD. | 1.75% | Reduce -4.1% | 4,864,550 | $304.7M |
| Morgan Stanley | 0.01% | Add +5.4% | 2,928,633 | $183.4M |
| LPL Financial LLC | 0.04% | Reduce -2.3% | 2,097,596 | $131.4M |
| Bank of America Corp. | 0.01% | Add +19.1% | 1,934,996 | $121.2M |
| UBS Group AG | 0.01% | Reduce -6.3% | 1,142,446 | $71.6M |
| Wells Fargo & Company | 0.02% | Reduce -0.1% | 1,135,377 | $71.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.6% | 757,244 | $47.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +64.7% | 703,458 | $44.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.50% | Reduce -2.9% | 690,929 | $43.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -10.2% | 679,823 | $42.6M |
| Royal Bank of Canada | 0.01% | Reduce -3.7% | 673,075 | $42.2M |
| RiverFront Investment Group, LLC | 0.47% | Add +3.6% | 387,632 | $24.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.4% | 337,238 | $21.1M |
| Wharton Business Group, LLC | 0.80% | Add +15.4% | 302,630 | $18.9M |
| Cetera Investment Advisers | 0.03% | Add +15.7% | 300,387 | $18.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -17.0% | 291,220 | $18.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +9.3% | 292,277 | $18.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.3% | 267,658 | $16.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -3.8% | 233,731 | $14.6M |
| Baker Avenue Asset Management, LP | 0.39% | Add +29.6% | 216,432 | $13.6M |
| Arkansas Financial Group, Inc. | 1.86% | Add +0.4% | 191,615 | $12.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.44% | Reduce -1.4% | 183,199 | $11.5M |
| HighTower Advisors, LLC | 0.01% | Add +11.2% | 163,862 | $10.3M |
| Alliancebernstein L.P. | 0.00% | Add +36.1% | 163,080 | $10.2M |
| Jones Financial Companies LLLP | 0.01% | Add +17.6% | 164,165 | $10.2M |
| Kingsview Wealth Management, LLC | 0.17% | Reduce -15.5% | 161,199 | $10.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +16.2% | 158,077 | $9.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -38.8% | 155,535 | $9.7M |
| Equitable Holdings, Inc. | 0.08% | Reduce -0.1% | 152,915 | $9.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.8% | 149,275 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -10.8% | 147,483 | $9.2M |
| GTS Securities LLC | 0.38% | Add +625.4% | 137,742 | $8.6M |
| Certified Advisory Corp | 0.86% | Reduce -1.7% | 132,336 | $8.3M |
| Cumberland Advisors Inc. | 3.45% | Reduce -9.0% | 130,965 | $8.2M |
| MML Investors Services, LLC | 0.02% | Reduce -3.8% | 123,908 | $7.8M |
| Safeguard Investment Advisory Group, LLC | 1.92% | Reduce -2.1% | 122,932 | $7.7M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -9.4% | 120,399 | $7.5M |
| Wealth Advisory Solutions, LLC | 1.87% | Reduce -1.8% | 117,584 | $7.4M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -12.0% | 114,333 | $7.2M |
| Blair William & Co. | 0.02% | Add +3.1% | 111,527 | $7.0M |
| B. Riley Wealth Advisors, Inc. | 0.33% | Reduce -6.3% | 109,530 | $6.9M |
| Anchor Investment Management, LLC | 0.60% | Add +1.6% | 108,478 | $6.8M |
| Stifel Financial Corp. | 0.01% | Add +5.1% | 107,159 | $6.7M |
| Fisher Asset Management | 0.00% | Reduce -28.0% | 105,924 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.7% | 105,900 | $6.6M |
| Baird Financial Group, Inc. | 0.01% | Add +0.1% | 103,752 | $6.5M |
| Means Investment Co., Inc. | 0.61% | Reduce -5.0% | 102,431 | $6.4M |
| Segment Wealth Management, LLC | 0.40% | Reduce -2.8% | 101,540 | $6.4M |
| LYNX Capital Group Ltd. | 3.06% | Reduce -0.9% | 101,176 | $6.3M |
| Moors & Cabot, Inc. | 0.29% | Add +0.9% | 100,058 | $6.3M |
| BFI Infinity Ltd. | 5.22% | Add +12.8% | 99,719 | $6.2M |
| Peapack Gladstone Financial Corp. | 0.09% | Reduce -0.9% | 96,439 | $6.0M |
| Millington Financial Advisors, LLC | 2.93% | Add +9.8% | 94,792 | $5.8M |
| Principal Securities, Inc. | 0.11% | Reduce -2.4% | 90,418 | $5.7M |
| Citigroup Inc. | 0.00% | Reduce -16.9% | 89,020 | $5.6M |
| Valicenti Advisory Services Inc. | 1.28% | Add +0.8% | 87,267 | $5.5M |
| Mariner, LLC | 0.01% | Add +9.1% | 86,858 | $5.4M |
| Altfest L J & Co. Inc. | 0.63% | Reduce -18.5% | 85,392 | $5.3M |
| Capital Analysts, LLC | 0.18% | Reduce -0.6% | 84,629 | $5.3M |
| Fifth Third Securities, Inc. | 0.37% | Reduce -2.6% | 79,586 | $5.0M |
| Northeast Financial Consultants Inc | 0.20% | Reduce -5.8% | 79,059 | $5.0M |
| Centaurus Financial, Inc. | 0.28% | Add +1.6% | 77,664 | $4.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.4% | 75,251 | $4.7M |
| Hamilton Wealth, LLC | 1.05% | Add +0.7% | 74,866 | $4.7M |
| Viewpoint Investment Partners Corp. | 2.56% | Add +154.6% | 74,611 | $4.7M |
| J. Goldman & Co LP | 0.14% | No change | 73,338 | $4.6M |
| Geneos Wealth Management Inc. | 0.11% | Add +30.2% | 72,270 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -8.1% | 71,242 | $4.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.0% | 70,944 | $4.4M |
| LM Advisors LLC | 0.55% | Reduce -4.5% | 67,778 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +2.4% | 67,030 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.8% | 62,801 | $3.9M |
| Creative Financial Designs Inc. | 0.28% | Add +7.1% | 62,057 | $3.9M |
| Cibc World Market Inc. | 0.01% | Add +1.9% | 61,791 | $3.9M |
| Prestige Wealth Management Group LLC | 0.78% | Add +2.9% | 60,797 | $3.8M |
| CMH Wealth Management LLC | 0.86% | Reduce -4.3% | 59,190 | $3.7M |
| Charter Oak Capital Management, LLC | 0.31% | Reduce -2.8% | 58,031 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.8% | 56,984 | $3.6M |
| Jane Street Group, LLC | 0.01% | Add +264.2% | 55,569 | $3.5M |
| Walleye Trading LLC | 0.08% | Add +36.9% | 54,761 | $3.4M |
| Somerset Group LLC | 2.88% | Add +0.8% | 54,200 | $3.4M |
| Apollon Financial, LLC | 0.70% | Reduce -1.1% | 52,936 | $3.3M |
| Diversified Enterprises, LLC | 0.24% | Reduce -0.5% | 50,866 | $3.2M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -33.3% | 50,504 | $3.2M |
| Capital Asset Advisory Services LLC | 0.15% | Reduce -33.5% | 50,389 | $3.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.72% | Reduce -9.2% | 49,620 | $3.1M |
| Integrated Advisors Network LLC | 0.14% | Add +81.2% | 48,703 | $3.1M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -1.0% | 48,118 | $2.9M |
| Orleans Capital Management Corp. | 1.54% | Reduce -2.3% | 46,295 | $2.9M |
| Madden Advisory Services, Inc. | 1.21% | Reduce -0.5% | 45,309 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +9.5% | 43,601 | $2.7M |
| Modern Wealth Management, LLC | 0.07% | Add +4.0% | 42,913 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -57.9% | 41,298 | $2.6M |
| Money Design Co.,Ltd. | 0.13% | Reduce -2.4% | 41,122 | $2.6M |
| Creative Planning | 0.00% | Add +31.3% | 40,034 | $2.5M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -11.4% | 38,930 | $2.4M |
| Armor Investment Advisors, LLC | 0.92% | Reduce -2.5% | 38,908 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -18.7% | 38,101 | $2.4M |
| &partners | 0.02% | Add +15.7% | 37,626 | $2.4M |
| Valley Wealth Managers, Inc. | 0.17% | Add +4.4% | 37,563 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.06% | Reduce -34.8% | 36,654 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -0.4% | 36,548 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -5.0% | 36,225 | $2.3M |
| Citizens Financial Group Inc. | 0.04% | Add +0.0% | 35,248 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +4.8% | 34,617 | $2.2M |
| Bank of Montreal | 0.00% | Reduce -7.7% | 34,609 | $2.2M |
| Transcend Capital Advisors, LLC | 0.17% | Reduce -45.3% | 34,184 | $2.1M |
| FMR LLC | 0.00% | Add +0.9% | 34,090 | $2.1M |
| Destination Wealth Management | 0.06% | Reduce -0.8% | 33,225 | $2.1M |
| Dale Q Rice Investment Management Ltd | 1.71% | Reduce -52.6% | 33,934 | $2.1M |
| Garrison Point Advisors, LLC | 0.94% | Reduce -2.2% | 32,771 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -6.8% | 32,630 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +8.0% | 32,629 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -20.4% | 32,187 | $2.0M |
| Banque Cantonale Vaudoise | 0.08% | No change | 32,172 | $2.0M |
| Stonebridge Financial Planning Group, LLC | 0.84% | Reduce -10.3% | 32,027 | $2.0M |
| US Bancorp \de | 0.00% | Reduce -7.8% | 31,429 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -26.4% | 31,154 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -45.0% | 30,585 | $1.9M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -2.8% | 30,543 | $1.9M |
| Dakota Wealth Management | 0.04% | Reduce -72.5% | 30,360 | $1.9M |
| Pinnacle Associates Ltd. | 0.03% | Add +0.9% | 29,761 | $1.9M |
| Institute for Wealth Management, LLC. | 0.21% | Reduce -1.0% | 29,520 | $1.8M |
| Ayalon Insurance Comp Ltd. | 0.52% | No change | 28,799 | $1.8M |
| Wealthedge Investment Advisors, LLC | 0.75% | Add +8.4% | 28,702 | $1.8M |
| Hazlett, Burt & Watson, Inc. | 0.73% | Reduce -6.3% | 28,590 | $1.8M |
| Mgo One Seven LLC | 0.06% | Add +5.4% | 27,530 | $1.7M |
| Virtu Financial LLC | 0.09% | Reduce -58.4% | 27,343 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.4% | 27,083 | $1.7M |
| Waverly Advisors, LLC | 0.02% | Add +0.1% | 26,566 | $1.7M |
| Cwm, LLC | 0.01% | Reduce -0.3% | 25,041 | $1.6M |
| Nan Shan Life Insurance Co., Ltd. | 0.03% | No change | 25,000 | $1.6M |
| PFG Investments, LLC | 0.09% | Reduce -4.1% | 24,868 | $1.6M |
| Marshall Wace, LLP | 0.00% | Reduce -51.6% | 24,864 | $1.6M |
| Regions Financial Corp. | 0.01% | No change | 24,235 | $1.5M |
| Live Oak Private Wealth LLC | 0.23% | Add +0.0% | 24,152 | $1.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Reduce -6.8% | 24,150 | $1.5M |
| TPG Advisors LLC | 1.09% | Reduce -2.4% | 24,016 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +15.0% | 23,716 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Reduce -5.0% | 23,175 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -55.6% | 23,105 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -0.5% | 22,924 | $1.4M |
| Variant Private Wealth, LLC | 1.48% | Add +0.1% | 22,727 | $1.4M |
| Pacific Sun Financial Corp | 0.73% | Reduce -0.9% | 22,318 | $1.4M |
| Composition Wealth, LLC | 0.02% | Reduce -14.0% | 22,138 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +5.2% | 22,096 | $1.4M |
| WP Advisors, LLC | 0.38% | Reduce -0.8% | 22,061 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -29.5% | 21,920 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -23.6% | 21,806 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +16.3% | 21,750 | $1.4M |
| Brick & Kyle, Associates | 0.60% | Reduce -3.4% | 21,622 | $1.3M |
| AAFMAA Wealth Management & Trust LLC | 0.55% | Reduce -2.2% | 21,397 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +17.0% | 21,391 | $1.3M |
| Pacific Center for Financial Services | 0.36% | Reduce -2.4% | 21,069 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -3.0% | 20,986 | $1.3M |
| Meridian Investment Counsel Inc. | 0.35% | Add +3.1% | 20,663 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +9.6% | 19,603 | $1.2M |
| Vectors Research Management, LLC | 0.41% | New | 19,125 | $1.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +26.6% | 19,072 | $1.2M |
| Paragon Financial Partners, Inc. | 0.80% | Add +0.0% | 18,651 | $1.2M |
| World Investment Advisors | 0.03% | Add +0.0% | 18,558 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.2% | 18,454 | $1.2M |
| Eaton Financial Holdings Company, LLC | 0.35% | Reduce -10.6% | 18,214 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.25% | No change | 18,100 | $1.1M |
| IFG Advisory, LLC | 0.06% | Add +9.4% | 17,957 | $1.1M |
| Cypress Asset Management Inc. | 0.27% | No change | 17,710 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +25.4% | 17,688 | $1.1M |
| Bank Hapoalim BM | 0.16% | Reduce -14.6% | 17,466 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -12.4% | 17,226 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -4.0% | 17,074 | $1.1M |
| Mathes Company, Inc. | 0.39% | No change | 16,570 | $1.0M |
| Wisconsin Wealth Advisors, LLC | 1.18% | Reduce -1.6% | 16,460 | $1.0M |
| Montis Financial, LLC | 0.28% | Reduce -23.0% | 16,363 | $1.0M |
| Retirement Planning Co of New England, Inc. | 0.45% | Reduce -1.0% | 16,258 | $1.0M |
| TruWealth Advisors, LLC | 0.06% | Reduce -0.7% | 16,102 | $1.0M |
| V2 Financial group LLC | 0.60% | No change | 16,000 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -1.9% | 15,851 | $993K |
| Joseph P. Lucia & Associates, LLC | 0.40% | Reduce -8.3% | 15,481 | $970K |
| Brown Advisory Inc. | 0.00% | Add +12.9% | 15,307 | $959K |
| Solutions 4 Wealth, Ltd | 1.59% | Add +0.1% | 15,255 | $956K |
| Mutual Advisors, LLC | 0.02% | Add +6.7% | 15,085 | $927K |
| MMBG Investment Advisors Co. | 0.09% | No change | 14,775 | $926K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.6% | 14,699 | $921K |
| LOM Asset Management Ltd | 0.31% | — | 14,590 | $914K |
| Carnegie Investment Counsel | 0.02% | Add +0.6% | 13,730 | $860K |
| Flow Traders U.S. LLC | 0.03% | Reduce -60.4% | 13,736 | $860K |
| Venture Visionary Partners LLC | 0.03% | No change | 13,625 | $853K |
| Arax Advisory Partners | 0.04% | Add +4.7% | 13,215 | $845K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.8% | 13,469 | $844K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -8.6% | 13,327 | $835K |
| Sigma Planning Corp | 0.02% | Reduce -19.1% | 13,083 | $820K |
| Choreo, LLC | 0.01% | Reduce -19.1% | 13,058 | $818K |
| Spinnaker Trust | 0.05% | No change | 12,604 | $790K |
| RFG Advisory, LLC | 0.02% | Add +0.1% | 12,532 | $785K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +19.0% | 12,503 | $783K |
| FinDec Wealth Services, Inc. | 0.82% | Reduce -30.7% | 12,501 | $783K |
| Sagespring Wealth Partners, LLC | 0.02% | No change | 12,162 | $762K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.1% | 12,100 | $758K |
| Ogorek Anthony Joseph /NY/ | 0.23% | Reduce -15.5% | 12,084 | $756K |
| Wealthgarden F.S. LLC | 0.63% | Add +0.3% | 12,648 | $755K |
| Sovran Advisors, LLC | 0.08% | Reduce -1.7% | 12,244 | $753K |
| Vontobel Holding Ltd. | 0.00% | Add +26.3% | 12,016 | $753K |
| Guerra Pan Advisors, LLC | 0.49% | No change | 11,962 | $749K |
| Summit Financial, LLC | 0.02% | Add +31.2% | 11,866 | $743K |
| Sava Infond d.o.o. | 0.11% | Reduce -22.8% | 11,730 | $735K |
| FineMark National Bank & Trust | 0.03% | Reduce -1.4% | 11,722 | $734K |
| Benjamin Edwards Inc. | 0.01% | Reduce -6.4% | 11,625 | $728K |
| Aspen Wealth Strategies, LLC | 0.44% | Add +7.0% | 11,623 | $728K |
| Cornerstone Advisory, LLC | 0.08% | No change | 11,613 | $727K |
| Watchman Group, Inc. | 0.19% | No change | 11,530 | $722K |
| NorthRock Partners, LLC | 0.02% | Reduce -12.2% | 11,517 | $721K |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -6.7% | 11,497 | $720K |
| LRI Investments, LLC | 0.06% | No change | 11,391 | $714K |
| First Wilshire Securities Management Inc. | 0.19% | No change | 11,300 | $708K |
| Cary Street Partners Financial LLC | 0.02% | New | 11,292 | $707K |
| Lanark Financial, Inc. | 0.06% | Reduce -11.4% | 11,293 | $707K |
| RPS Advisory Solutions LLC | 0.39% | Reduce -0.6% | 11,264 | $706K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.6% | 11,023 | $691K |
| Harbour Investments, Inc. | 0.02% | Reduce -12.7% | 10,953 | $686K |
| Wealthfront Advisers LLC | 0.00% | Reduce -7.8% | 10,941 | $685K |
| Sowell Financial Services LLC | 0.03% | Reduce -24.9% | 10,916 | $684K |
| HB Wealth Management, LLC | 0.01% | New | 10,902 | $683K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -1.3% | 10,891 | $682K |
| Kovack Advisors, Inc. | 0.07% | Reduce -8.4% | 10,877 | $681K |
| Summit Trail Advisors, LLC | 0.01% | New | 10,821 | $678K |
| Nwam LLC | 0.04% | Reduce -66.7% | 11,152 | $666K |
| AQR Capital Management | 0.00% | New | 10,611 | $665K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -36.6% | 10,454 | $655K |
| International Assets Investment Management, LLC | 0.05% | Reduce -11.9% | 10,259 | $643K |
| Y.D. More Investments Ltd | 0.04% | Reduce -19.2% | 10,254 | $642K |
| Paragon Private Wealth Management, LLC | 0.25% | Add +2.4% | 10,153 | $636K |
| Spire Wealth Management | 0.02% | Reduce -9.8% | 10,023 | $628K |
| Phraction Management LLC | 0.21% | No change | 10,016 | $627K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.14% | No change | 10,014 | $627K |
| Bramshill Investments, LLC | 0.07% | No change | 10,000 | $626K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.8% | 9,978 | $625K |
| Balance Wealth Partners LLC | 0.36% | Reduce -2.2% | 9,928 | $622K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 9,631 | $603K |
| Wedbush Securities Inc. | 0.02% | Add +2.9% | 9,581 | $600K |
| Commerce Bank | 0.00% | Reduce -27.8% | 9,360 | $586K |
| First Foundation Advisors | 0.02% | No change | 9,290 | $582K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 9,279 | $581K |
| Finivi Inc. | 0.39% | Add +1.1% | 9,205 | $577K |
| Sage Capital Management, LLC | 0.28% | Reduce -1.2% | 9,187 | $575K |
| Stephens Inc. | 0.01% | Add +9.2% | 9,167 | $574K |
| Westshore Wealth, LLC | 0.22% | No change | 9,092 | $570K |
| Park Avenue Securities LLC | 0.01% | Add +1.8% | 9,068 | $568K |
| Triangle Securities Wealth Management | 0.14% | Reduce -40.2% | 8,922 | $559K |
| Belpointe Asset Management LLC | 0.02% | Reduce -29.4% | 8,800 | $551K |
| Koshinski Asset Management, Inc. | 0.04% | Add +1.4% | 8,607 | $539K |
| Caldwell Trust Co | 0.05% | No change | 8,584 | $538K |
| Merit Financial Group, LLC | 0.01% | Reduce -6.2% | 8,513 | $533K |
| Riverpoint Wealth Management Holdings, LLC | 0.13% | Add +0.1% | 8,487 | $532K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +43.3% | 8,389 | $525K |
| Houlihan Financial Resource Group, Ltd. | 0.22% | No change | 8,520 | $524K |
| Mascoma Wealth Management LLC | 0.12% | Reduce -2.1% | 8,262 | $518K |
| Opes Wealth Management LLC | 0.09% | No change | 8,160 | $511K |
| MAI Capital Management | 0.00% | Reduce -5.7% | 8,099 | $507K |
| Fox Hill Wealth Management | 0.26% | Reduce -3.5% | 8,088 | $507K |
| Sax Wealth Advisors, LLC | 0.03% | Add +8.8% | 8,067 | $505K |
| M&T Bank Corp | 0.00% | Add +5.3% | 8,020 | $502K |
| Prospera Financial Services Inc | 0.01% | Add +0.7% | 7,781 | $488K |
| StoneX Group Inc. | 0.02% | Reduce -5.9% | 7,781 | $487K |
| Wedmont Private Capital | 0.02% | No change | 7,741 | $478K |
| Snider Financial Group | 0.14% | Reduce -87.4% | 7,575 | $475K |
| KCM Investment Advisors LLC | 0.02% | No change | 7,566 | $474K |
| Private Trust Co. NA | 0.05% | Add +3.8% | 7,562 | $474K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -14.3% | 7,547 | $473K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Reduce -0.3% | 7,535 | $472K |
| Manchester Capital Management LLC | 0.06% | No change | 7,500 | $470K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.0% | 7,498 | $470K |
| EWG Elevate Inc. | 0.14% | New | 7,412 | $464K |
| Circle Wealth Management, LLC | 0.01% | No change | 7,406 | $464K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -2.8% | 7,412 | $463K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -1.1% | 7,362 | $461K |
| Jacobi Capital Management LLC | 0.03% | Reduce -0.1% | 7,332 | $459K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 7,308 | $458K |
| Foundations Investment Advisors, LLC | 0.01% | Add +21.8% | 7,204 | $451K |
| Delta Asset Management LLC | 0.04% | No change | 7,200 | $451K |
| Global Retirement Partners, LLC | 0.01% | — | 7,182 | $450K |
| Advantage Trust Co | 0.22% | New | 7,140 | $447K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -2.7% | 7,650 | $446K |
| Panoramic Investment Advisors, LLC | 0.27% | Reduce -0.6% | 7,114 | $446K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.0% | 7,102 | $445K |
| AlTi Global, Inc. | 0.01% | No change | 7,020 | $435K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +8.0% | 6,888 | $431K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -7.6% | 6,842 | $429K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -13.2% | 6,804 | $426K |
| Signet Financial Management, LLC | 0.05% | Add +3.2% | 6,734 | $422K |
| Comerica Bank | 0.00% | Reduce -33.6% | 6,689 | $419K |
| Kesler, Norman & Wride, LLC | 0.07% | New | 6,689 | $419K |
| Primoris Wealth Advisors, LLC | 0.29% | Reduce -4.3% | 6,686 | $419K |
| Intelligence Driven Advisers, LLC | 0.06% | New | 6,660 | $417K |
| PCG Wealth Advisors, LLC | 0.21% | Reduce -1.8% | 6,643 | $416K |
| Welch Group, LLC | 0.02% | No change | 6,630 | $415K |
| Strategic Investment Solutions, Inc. | 0.12% | Add +1.0% | 6,503 | $407K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 6,463 | $405K |
| Strategic Wealth Partners, Ltd. | 0.03% | — | 6,423 | $402K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -14.2% | 6,402 | $401K |
| Creekside Partners | 0.19% | No change | 6,360 | $398K |
| Financial Partners Group, Inc | 0.05% | Add +6.0% | 6,325 | $396K |
| Kraft, Davis & Associates, LLC | 0.11% | Reduce -20.1% | 6,466 | $396K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.4% | 6,325 | $395K |
| Comprehensive Money Management Services LLC | 0.30% | Reduce -0.6% | 6,282 | $394K |
| Courier Capital LLC | 0.02% | New | 6,281 | $393K |
| Cutler Investment Counsel LLC | 0.04% | Add +11.3% | 6,266 | $393K |
| Founders Financial Securities LLC | 0.03% | Reduce -11.6% | 6,254 | $392K |
| Independent Financial Group, LLC | 0.01% | Add +1.7% | 6,161 | $386K |
| Advisory Services Network, LLC | 0.01% | Reduce -29.6% | 6,287 | $375K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -0.3% | 5,955 | $373K |
| Biondo Investment Advisors, LLC | 0.05% | Reduce -1.7% | 5,913 | $370K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.2% | 5,868 | $368K |
| Gallacher Capital Management LLC | 0.17% | Reduce -36.5% | 5,859 | $367K |
| Corient Private Wealth LP | 0.00% | Reduce -0.1% | 5,795 | $363K |
| Holistic Financial Partners | 0.16% | No change | 5,793 | $363K |
| Savant Capital, LLC | 0.00% | Add +6.8% | 5,772 | $362K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -6.6% | 5,770 | $361K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -3.9% | 5,730 | $359K |
| Synovus Financial Corp. | 0.00% | New | 5,671 | $355K |
| Shufro Rose & Co. LLC | 0.03% | No change | 5,900 | $355K |
| Client 1ST Advisory Group, LLC | 0.13% | Reduce -0.2% | 5,664 | $355K |
| ALM First Financial Advisors, LLC | 0.08% | No change | 5,568 | $349K |
| Caliber Wealth Management, LLC / KS | 0.04% | No change | 5,460 | $342K |
| Money Concepts Capital Corp. | 0.02% | Add +0.8% | 5,393 | $338K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,386 | $337K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -15.1% | 5,386 | $337K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.6% | 5,379 | $337K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.0% | 5,297 | $332K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +53.7% | 5,295 | $332K |
| Black Swift Group, LLC | 0.07% | Add +5.0% | 5,280 | $331K |
| Arkadios Wealth Advisors | 0.01% | Reduce -1.1% | 5,270 | $330K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.1% | 5,187 | $325K |
| Good Life Advisors, LLC | 0.02% | Reduce -4.8% | 5,165 | $324K |
| Scotia Capital Inc. | 0.00% | Reduce -0.1% | 5,129 | $321K |
| NorthCoast Asset Management LLC | 0.00% | Add +5.0% | 5,125 | $321K |
| Valmark Advisers, Inc. | 0.00% | Add +9.3% | 5,055 | $317K |
| Carrera Capital Advisors | 0.06% | Add +0.1% | 5,007 | $314K |
| American Institute for Advanced Investment Management, LLP | 0.22% | No change | 4,990 | $313K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 4,949 | $310K |
| Mason & Associates Inc | 0.07% | No change | 4,944 | $310K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -4.0% | 4,867 | $305K |
| Quantitative Investment Management, LLC | 0.04% | New | 4,849 | $303K |
| Acropolis Investment Management, LLC | 0.02% | No change | 4,800 | $301K |
| Larson Financial Group LLC | 0.01% | Add +8.1% | 4,776 | $299K |
| Yarbrough Capital, LLC | 0.01% | Reduce -95.5% | 4,660 | $292K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -5.6% | 4,602 | $288K |
| Eq LLC | 0.11% | Reduce -49.9% | 4,477 | $280K |
| Patten & Patten Inc. | 0.02% | Reduce -4.5% | 4,425 | $277K |
| Great Lakes Retirement, Inc. | 0.03% | No change | 4,424 | $277K |
| Western Wealth Management, LLC | 0.02% | Add +10.1% | 4,403 | $276K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.0% | 4,388 | $275K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -10.7% | 4,358 | $273K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 4,342 | $272K |
| Glen Eagle Advisors, LLC | 0.04% | Add +0.3% | 4,336 | $272K |
| McElhenny Sheffield Capital Management, LLC | 0.07% | No change | 4,308 | $270K |
| Byrne Financial Freedom, LLC | 0.13% | Reduce -10.6% | 4,291 | $269K |
| Moloney Securities Asset Management, LLC | 0.03% | No change | 4,286 | $268K |
| Colonial Trust Co / SC | 0.04% | No change | 4,264 | $267K |
| Advisory Alpha, LLC | 0.01% | No change | 4,225 | $265K |
| Bernardo Wealth Planning LLC | 0.06% | Reduce -3.6% | 4,212 | $264K |
| Forza Wealth Management, LLC | 0.11% | No change | 4,200 | $263K |
| KWB Wealth | 0.03% | Reduce -36.4% | 4,304 | $259K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -20.2% | 4,071 | $255K |
| Two Sigma Securities, LLC | 0.03% | New | 4,062 | $254K |
| YHB Investment Advisors, Inc. | 0.02% | New | 4,055 | $254K |
| LaFleur & Godfrey LLC | 0.03% | Add +0.3% | 4,051 | $254K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 3,960 | $248K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -97.3% | 3,934 | $246K |
| Hudock, Inc. | 0.04% | Reduce -0.6% | 3,901 | $244K |
| Strategic Advisors LLC | 0.05% | Reduce -17.8% | 3,876 | $243K |
| Thrive Capital Management, LLC | 0.08% | New | 3,873 | $243K |
| Glenview Trust Co | 0.00% | New | 3,808 | $239K |
| Tyche Wealth Partners LLC | 0.05% | Add +0.2% | 3,784 | $237K |
| Cadent Capital Advisors, LLC | 0.08% | Add +0.1% | 3,743 | $234K |
| Sonoma Private Wealth LLC | 0.28% | Reduce -3.9% | 3,672 | $230K |
| Ring Mountain Capital, LLC | 0.14% | Reduce -3.3% | 3,816 | $229K |
| Focus Financial Network, Inc. | 0.01% | No change | 3,639 | $228K |
| Sterling Financial Planning, Inc. | 0.08% | Add +0.1% | 3,626 | $227K |
| Hilltop National Bank | 0.06% | — | 3,555 | $223K |
| Martin Capital Advisors, LLP | 0.14% | No change | 3,545 | $222K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 3,534 | $221K |
| Keystone Wealth Services, LLC | 0.05% | No change | 3,525 | $221K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +0.1% | 3,516 | $220K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,505 | $220K |
| Howard Financial Services, LTD. | 0.03% | Reduce -2.2% | 3,478 | $218K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 3,472 | $217K |
| Runnymede Capital Advisors, Inc. | 0.20% | Reduce -30.1% | 3,459 | $217K |
| Summit Wealth Group LLC / Co. | 0.05% | — | 3,451 | $216K |
| LexAurum Advisors, LLC | 0.03% | Reduce -6.3% | 3,425 | $215K |
| SPC Financial, Inc. | 0.02% | No change | 3,402 | $213K |
| Clearstead Trust, LLC | 0.04% | No change | 3,400 | $213K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.0% | 3,372 | $211K |
| Montag A & Associates Inc. | 0.01% | Add +62.8% | 3,370 | $211K |
| Focus Partners Wealth | 0.00% | New | 3,343 | $209K |
| FLC Capital Advisors | 0.04% | No change | 3,342 | $209K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -8.3% | 3,310 | $207K |
| Patten Group, Inc. | 0.04% | New | 3,305 | $207K |
| Activest Wealth Management | 0.05% | Add +0.0% | 3,298 | $207K |
| IFP Advisors, Inc | 0.01% | Add +1.8% | 3,287 | $206K |
| Rockwood Wealth Management, LLC | 0.02% | New | 3,276 | $205K |
| Gibson Capital, LLC | 0.04% | New | 3,262 | $204K |
| Northwest Financial Advisors | 0.28% | Reduce -20.4% | 3,239 | $203K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 3,235 | $203K |
| GeoWealth Management, LLC | 0.01% | Reduce -2.3% | 3,183 | $199K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -0.5% | 3,181 | $199K |
| Future Financial Wealth Managment LLC | 0.13% | No change | 3,060 | $192K |
| MGB Wealth Management, LLC | 0.06% | No change | 3,024 | $189K |
| Barclays PLC | 0.00% | Add +88.1% | 3,014 | $189K |
| Peterson Wealth Services | 0.05% | No change | 2,910 | $182K |
| AE Wealth Management LLC | 0.00% | Add +0.6% | 2,884 | $181K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,700 | $169K |
| Ameriflex Group, Inc. | 0.09% | Add +0.1% | 2,698 | $167K |
| Glenmede Investment Management, LP | 0.00% | — | 2,585 | $162K |
| BlackRock, Inc. | 0.00% | Reduce -66.3% | 2,578 | $161K |
| Monetary Management Group Inc. | 0.04% | No change | 2,400 | $150K |
| First United Bank & Trust | 0.05% | Reduce -11.1% | 2,200 | $138K |
| Harbor Asset Planning, Inc. | 0.13% | — | 2,176 | $136K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 2,147 | $134K |
| Blue Trust, Inc. | 0.00% | No change | 1,981 | $124K |
| Concord Wealth Partners | 0.02% | Add +0.1% | 1,932 | $121K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -24.1% | 1,894 | $119K |
| Whittier Trust Co. | 0.00% | No change | 1,806 | $113K |
| Aspect Partners, LLC | 0.05% | Reduce -60.9% | 1,758 | $110K |
| WealthShield Partners, LLC | 0.01% | No change | 1,734 | $109K |
| Financial Perspectives, Inc | 0.03% | No change | 1,446 | $91K |
| Register Financial Advisors LLC | 0.04% | Reduce -9.0% | 1,442 | $90K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,422 | $89K |
| Howe & Rusling Inc. | 0.01% | No change | 1,380 | $86K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -3.9% | 1,373 | $86K |
| Russell Investments Group, Ltd. | 0.00% | Add +15.7% | 1,303 | $82K |
| Franklin Resources Inc. | 0.00% | No change | 1,220 | $76K |
| Catherine Avery Investment Management LLC | 0.05% | No change | 1,112 | $70K |
| Founders Capital Management | 0.04% | Reduce -35.4% | 1,093 | $68K |
| Optimum Investment Advisors | 0.03% | No change | 1,068 | $67K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.8% | 1,063 | $67K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,020 | $64K |
| Brentview Investment Management LLC | 0.03% | No change | 1,000 | $63K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 933 | $58K |
| RMG Wealth Management LLC | 0.01% | — | 960 | $58K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 918 | $58K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -62.2% | 911 | $57K |
| Truvestments Capital LLC | 0.01% | No change | 900 | $56K |
| Avalon Trust Co | 0.00% | No change | 900 | $56K |
| Tsfg, LLC | 0.01% | No change | 900 | $56K |
| Sound Income Strategies, LLC | 0.00% | Add +0.1% | 852 | $53K |
| Global Trust Asset Management, LLC | 0.03% | Reduce -70.2% | 850 | $53K |
| Clean Yield Group | 0.02% | No change | 840 | $53K |
| Canton Hathaway, LLC | 0.01% | No change | 828 | $52K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -40.0% | 783 | $49K |
| Colonial Trust Advisors | 0.00% | Add +0.1% | 762 | $48K |
| Assetmark, Inc. | 0.00% | Reduce -23.2% | 740 | $46K |
| Key Financial Inc | 0.01% | Reduce -26.4% | 712 | $45K |
| AllSquare Wealth Management LLC | 0.02% | No change | 696 | $44K |
| CoreCap Advisors, LLC | 0.00% | No change | 692 | $43K |
| Millstone Evans Group, LLC | 0.03% | No change | 666 | $42K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 666 | $42K |
| Hemington Wealth Management | 0.01% | No change | 659 | $41K |
| Riggs Asset Managment Co. Inc. | 0.01% | Reduce -99.2% | 652 | $41K |
| Westside Investment Management, Inc. | 0.01% | No change | 650 | $41K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -31.9% | 640 | $40K |
| Clearstead Advisors, LLC | 0.00% | No change | 633 | $40K |
| Ballast Advisors LLC | 0.01% | No change | 630 | $39K |
| TD Private Client Wealth LLC | 0.00% | Reduce -33.4% | 623 | $39K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 610 | $38K |
| Consultiva Wealth Management, Corp. | 0.12% | No change | 600 | $38K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $38K |
| Choate Investment Advisors | 0.00% | New | 600 | $38K |
| 1 North Wealth Services LLC | 0.01% | No change | 574 | $36K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -32.1% | 570 | $36K |
| Legend Financial Advisors, Inc. | 0.02% | New | 567 | $36K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.2% | 567 | $36K |
| Copia Wealth Management | 0.03% | No change | 564 | $35K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 564 | $35K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Add +0.7% | 564 | $35K |
| GAMMA Investing LLC | 0.00% | No change | 516 | $32K |
| Valley National Advisers Inc. | 0.01% | No change | 507 | $31K |
| Group One Trading LLC | 0.00% | New | 468 | $29K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 450 | $28K |
| American National Bank & Trust | 0.00% | No change | 450 | $28K |
| Country Trust Bank | 0.00% | No change | 450 | $28K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 420 | $26K |
| Ancora Advisors LLC | 0.00% | Add +8.0% | 403 | $25K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 390 | $24K |
| Park Square Financial Group, LLC | 0.02% | No change | 375 | $23K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 362 | $23K |
| North Star Investment Management Corp. | 0.00% | No change | 360 | $23K |
| Rothschild Investment LLC | 0.00% | No change | 356 | $22K |
| Archer Investment Corp | 0.01% | No change | 336 | $21K |
| Bokf, NA | 0.00% | No change | 333 | $21K |
| NBT Bank, N.A. | 0.00% | No change | 318 | $20K |
| Tortoise Investment Management, LLC | 0.00% | New | 300 | $19K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 298 | $19K |
| Creekmur Asset Management LLC | 0.00% | No change | 294 | $18K |
| Gen-Wealth Partners Inc | 0.01% | No change | 277 | $17K |
| MCF Advisors LLC | 0.00% | No change | 261 | $16K |
| Fifth Third Bancorp | 0.00% | No change | 260 | $16K |
| Albion Financial Group | 0.00% | No change | 240 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 237 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +31.1% | 232 | $15K |
| Crews Bank & Trust | 0.00% | New | 225 | $14K |
| Horizon Investments, LLC | 0.00% | No change | 219 | $14K |
| Aventura Private Wealth, LLC | 0.01% | Add +64.3% | 207 | $13K |
| Phillips Financial Management, LLC | 0.00% | No change | 200 | $13K |
| Tucker Asset Management LLC | 0.00% | No change | 196 | $12K |
| ORG Partners LLC | 0.00% | Reduce -80.8% | 190 | $12K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 189 | $12K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 186 | $12K |
| Blume Capital Management, Inc. | 0.00% | New | 180 | $11K |
| Financial Freedom, LLC | 0.01% | No change | 166 | $10K |
| Rise Advisors, LLC | 0.00% | No change | 154 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 151 | $9K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -88.8% | 150 | $9K |
| Eastern Bank | 0.00% | No change | 126 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 125 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 120 | $8K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 120 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 120 | $8K |
| Signaturefd, LLC | 0.00% | Reduce -24.8% | 109 | $7K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 109 | $7K |
| City State Bank | 0.00% | No change | 105 | $7K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 104 | $7K |
| Accredited Wealth Management, LLC | 0.01% | No change | 102 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 102 | $6K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 102 | $6K |
| Realta Investment Advisors | 0.00% | No change | 100 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $6K |
| Anfield Capital Management, LLC | 0.00% | New | 70 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 70 | $4K |
| AlphaCore Capital LLC | 0.00% | Add +74.3% | 61 | $4K |
| IMG Wealth Management, Inc. | 0.00% | Add +1.8% | 56 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 55 | $3K |
| Arcadia Investment Management Corp. | 0.00% | No change | 51 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 50 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 42 | $3K |
| Avion Wealth | 0.00% | No change | 38 | $2K |
| Centricity Wealth Management, LLC | 0.00% | No change | 31 | $2K |
| Bangor Savings Bank | 0.00% | Reduce -45.6% | 31 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 30 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 24 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 18 | $1K |
| WFA Asset Management Corp | 0.00% | No change | 18 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | — | 15 | $940 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 15 | $940 |
| Bernard Wealth Management Corp. | 0.00% | No change | 12 | $752 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -94.4% | 10 | $626 |
| First Pacific Financial | 0.00% | Reduce -94.8% | 6 | $383 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 3 | $143 |
"% 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.