iShares U.S. Medical DevicesIHIETF
13F holders, Q3 2025 (September 30)526holders −21
32new positions
51sold out
5famous investors
$59.48avg. 13F price*
At the end of Q3 2025, 526 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, down 21 from Q2 2025. 32 opened new positions and 51 sold out. The largest holders were Menora Mivtachim Holdings LTD. ($237.1M), Morgan Stanley ($180.7M) and Bank of America Corp. ($102.8M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $28.6M |
| Exits | 51 | $25.4M |
All 13F filers, Q2 2025 → Q3 2025: 1,712,057 shares bought and 4,158,783 shares sold, net −2,446,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 526 holders
| Menora Mivtachim Holdings LTD. | 1.20% | Reduce -18.9% | 3,946,450 | $237.1M |
| Morgan Stanley | 0.01% | Add +2.7% | 3,007,403 | $180.7M |
| Bank of America Corp. | 0.01% | Reduce -11.6% | 1,710,722 | $102.8M |
| LPL Financial LLC | 0.03% | Reduce -27.2% | 1,527,337 | $91.8M |
| UBS Group AG | 0.01% | Reduce -8.1% | 1,049,860 | $63.1M |
| Wells Fargo & Company | 0.01% | Reduce -11.0% | 1,010,800 | $60.7M |
| Royal Bank of Canada | 0.01% | Add +10.7% | 745,050 | $44.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.38% | Add +1.0% | 698,129 | $41.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.9% | 644,285 | $38.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.8% | 633,308 | $38.0M |
| JPMorgan Chase & Co. | 0.00% | Add +83.4% | 490,874 | $29.5M |
| RiverFront Investment Group, LLC | 0.43% | Add +3.9% | 402,832 | $24.3M |
| Cetera Investment Advisers | 0.02% | Add +10.3% | 331,491 | $19.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +13.5% | 330,524 | $19.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.4% | 329,105 | $19.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.3% | 291,343 | $17.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +81.4% | 286,683 | $17.2M |
| Kingsview Wealth Management, LLC | 0.25% | Add +66.7% | 268,688 | $16.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.32% | Add +894.8% | 248,710 | $14.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -64.7% | 248,197 | $14.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.0% | 228,998 | $14.0M |
| Two Sigma Investments, LP | 0.02% | New | 206,400 | $12.4M |
| Arkansas Financial Group, Inc. | 1.78% | Add +5.1% | 201,305 | $12.1M |
| Baker Avenue Asset Management, LP | 0.28% | Reduce -10.7% | 193,208 | $11.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.37% | Reduce -1.4% | 180,567 | $10.8M |
| Jones Financial Companies LLLP | 0.01% | Add +8.1% | 177,528 | $10.6M |
| HighTower Advisors, LLC | 0.01% | Add +1.9% | 167,057 | $10.0M |
| Sava Penzisko Drushtvo A.D. Skopje | 2.86% | — | 145,148 | $8.7M |
| Equitable Holdings, Inc. | 0.06% | Reduce -6.1% | 143,529 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.3% | 142,662 | $8.6M |
| Certified Advisory Corp | 0.79% | Add +4.1% | 137,774 | $8.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.6% | 133,426 | $8.0M |
| Cumberland Advisors Inc. | 3.02% | Reduce -0.0% | 130,950 | $7.9M |
| MML Investors Services, LLC | 0.02% | Reduce -1.9% | 121,579 | $7.3M |
| Wealth Advisory Solutions, LLC | 1.72% | Add +0.2% | 117,841 | $7.1M |
| Safeguard Investment Advisory Group, LLC | 1.69% | Reduce -7.9% | 113,256 | $6.8M |
| Blair William & Co. | 0.02% | Reduce -1.1% | 110,285 | $6.6M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -10.6% | 107,663 | $6.5M |
| Anchor Investment Management, LLC | 0.53% | Reduce -1.0% | 107,398 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.1% | 103,700 | $6.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.1% | 103,701 | $6.2M |
| LYNX Capital Group Ltd. | 2.85% | Add +1.1% | 102,266 | $6.1M |
| Moors & Cabot, Inc. | 0.26% | Reduce -0.6% | 99,502 | $6.0M |
| Fisher Asset Management | 0.00% | Reduce -7.0% | 98,460 | $5.9M |
| Stifel Financial Corp. | 0.01% | Reduce -9.3% | 97,220 | $5.8M |
| B. Riley Wealth Advisors, Inc. | 0.28% | Reduce -11.9% | 96,437 | $5.8M |
| Means Investment Co., Inc. | 0.49% | Reduce -7.3% | 94,931 | $5.7M |
| Millington Financial Advisors, LLC | 2.71% | Add +0.0% | 94,810 | $5.6M |
| Peapack Gladstone Financial Corp. | 0.07% | Reduce -3.9% | 92,722 | $5.6M |
| Mariner, LLC | 0.01% | Reduce -1.2% | 85,828 | $5.2M |
| Capital Analysts, LLC | 0.14% | Reduce -6.0% | 79,528 | $4.8M |
| Hamilton Wealth, LLC | 0.99% | Add +5.2% | 78,735 | $4.7M |
| Viewpoint Investment Partners Corp. | 2.55% | No change | 74,611 | $4.7M |
| Centaurus Financial, Inc. | 0.22% | Reduce -1.8% | 76,294 | $4.6M |
| Corient Private Wealth LP | 0.01% | Add +1183.7% | 74,393 | $4.5M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +9.9% | 73,685 | $4.4M |
| J. Goldman & Co LP | 0.17% | No change | 73,338 | $4.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -3.6% | 72,522 | $4.4M |
| Geneos Wealth Management Inc. | 0.11% | No change | 72,270 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +0.7% | 71,704 | $4.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 71,319 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -59.1% | 66,693 | $4.0M |
| D. E. Shaw & Co. | 0.00% | New | 66,184 | $4.0M |
| Creative Financial Designs Inc. | 0.26% | Add +5.1% | 65,206 | $3.9M |
| Segment Wealth Management, LLC | 0.23% | Reduce -37.1% | 63,816 | $3.8M |
| Capital Investment Advisory Services, LLC | 0.30% | Add +409.0% | 63,640 | $3.8M |
| LM Advisors LLC | 0.55% | Reduce -7.1% | 62,974 | $3.8M |
| Econ Financial Services Corp | 1.83% | New | 61,087 | $3.7M |
| Prestige Wealth Management Group LLC | 0.69% | Reduce -1.9% | 59,654 | $3.6M |
| Cibc World Market Inc. | 0.01% | Reduce -4.9% | 58,767 | $3.5M |
| Principal Securities, Inc. | 0.06% | Reduce -35.7% | 58,131 | $3.5M |
| CMH Wealth Management LLC | 0.74% | Reduce -2.2% | 57,874 | $3.5M |
| Walleye Trading LLC | 0.05% | Reduce -0.2% | 54,661 | $3.3M |
| Somerset Group LLC | 2.57% | Reduce -0.2% | 54,072 | $3.2M |
| Charter Oak Capital Management, LLC | 0.25% | Reduce -6.8% | 54,071 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.6% | 53,028 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +71.7% | 52,517 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -8.4% | 52,189 | $3.1M |
| Axxcess Wealth Management, LLC | 0.07% | Add +1.6% | 51,292 | $3.1M |
| Capital Asset Advisory Services LLC | 0.13% | Add +1.3% | 51,022 | $3.1M |
| Apollon Financial, LLC | 0.51% | Reduce -4.3% | 50,658 | $3.0M |
| Diversified Enterprises, LLC | 0.20% | Reduce -0.9% | 50,386 | $3.0M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.63% | Reduce -1.0% | 49,120 | $3.0M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -1.1% | 47,593 | $2.9M |
| Integrated Advisors Network LLC | 0.12% | Add +0.4% | 48,878 | $2.9M |
| Citigroup Inc. | 0.00% | Reduce -47.2% | 46,986 | $2.8M |
| Madden Advisory Services, Inc. | 1.14% | Reduce -0.2% | 45,203 | $2.7M |
| Concord Investment Counsel Inc. | 0.85% | — | 44,450 | $2.7M |
| &partners | 0.02% | Add +10.1% | 41,409 | $2.5M |
| Creative Planning | 0.00% | Add +0.3% | 40,165 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -9.4% | 37,417 | $2.2M |
| WCG Wealth Advisors LLC | 0.14% | Reduce -4.0% | 37,390 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.7% | 36,466 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.2% | 35,749 | $2.1M |
| Citizens Financial Group Inc. | 0.03% | Add +1.2% | 35,669 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -2.6% | 35,606 | $2.1M |
| Bank of Montreal | 0.00% | Add +0.1% | 34,646 | $2.1M |
| Orleans Capital Management Corp. | 1.33% | Reduce -25.9% | 34,280 | $2.1M |
| Destination Wealth Management | 0.05% | Reduce -0.2% | 33,147 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -25.1% | 32,661 | $2.0M |
| FMR LLC | 0.00% | Reduce -4.7% | 32,506 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -11.4% | 32,461 | $2.0M |
| Garrison Point Advisors, LLC | 0.82% | Reduce -1.2% | 32,370 | $1.9M |
| Dale Q Rice Investment Management Ltd | 1.37% | Reduce -4.8% | 32,297 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -9.8% | 31,208 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.9% | 31,035 | $1.9M |
| Stonebridge Financial Planning Group, LLC | 0.70% | Reduce -3.7% | 30,846 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -6.5% | 30,112 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -5.0% | 29,581 | $1.8M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.1% | 29,435 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -6.5% | 29,392 | $1.8M |
| Waverly Advisors, LLC | 0.02% | Add +8.9% | 28,933 | $1.7M |
| Ayalon Insurance Comp Ltd. | 0.44% | No change | 28,799 | $1.7M |
| Institute for Wealth Management, LLC. | 0.18% | Reduce -4.5% | 28,193 | $1.7M |
| Dakota Wealth Management | 0.03% | Reduce -8.9% | 27,660 | $1.7M |
| Mgo One Seven LLC | 0.04% | Reduce -1.2% | 27,197 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -3.6% | 26,111 | $1.6M |
| Hazlett, Burt & Watson, Inc. | 0.55% | Reduce -9.3% | 25,921 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +20.9% | 25,868 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +22.8% | 25,772 | $1.5M |
| Marshall Wace, LLP | 0.00% | Add +2.8% | 25,552 | $1.5M |
| PFG Investments, LLC | 0.08% | Add +0.4% | 24,976 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +6.4% | 24,652 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +11.7% | 24,285 | $1.5M |
| Regions Financial Corp. | 0.01% | Reduce -0.1% | 24,200 | $1.5M |
| Live Oak Private Wealth LLC | 0.20% | Reduce -0.5% | 24,023 | $1.4M |
| TPG Advisors LLC | 0.94% | Reduce -1.3% | 23,695 | $1.4M |
| Pacific Sun Financial Corp | 0.67% | Add +3.9% | 23,192 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +5.4% | 22,980 | $1.4M |
| Montecito Bank & Trust | 0.21% | — | 22,893 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -33.4% | 22,755 | $1.4M |
| Meridian Investment Counsel Inc. | 0.33% | Add +8.1% | 22,337 | $1.3M |
| Variant Private Wealth, LLC | 1.23% | Reduce -2.4% | 22,189 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.6% | 21,913 | $1.3M |
| AAFMAA Wealth Management & Trust LLC | 0.52% | Add +2.4% | 21,908 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -60.6% | 21,870 | $1.3M |
| Brick & Kyle, Associates | 0.48% | Add +0.0% | 21,629 | $1.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Reduce -10.7% | 21,574 | $1.3M |
| Composition Wealth, LLC | 0.02% | Reduce -2.5% | 21,574 | $1.3M |
| Wharton Business Group, LLC | 0.06% | Reduce -0.1% | 302,420 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -7.0% | 21,316 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -3.8% | 21,255 | $1.3M |
| Pacific Center for Financial Services | 0.32% | Add +0.1% | 21,090 | $1.3M |
| WP Advisors, LLC | 0.32% | Reduce -6.3% | 20,680 | $1.2M |
| Belpointe Asset Management LLC | 0.05% | Add +134.6% | 20,643 | $1.2M |
| Vectors Research Management, LLC | 0.39% | Add +7.8% | 20,612 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +15.8% | 20,473 | $1.2M |
| Armor Investment Advisors, LLC | 0.39% | Reduce -47.8% | 20,310 | $1.2M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 20,123 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +6.1% | 19,582 | $1.2M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -1.5% | 18,785 | $1.1M |
| Paragon Financial Partners, Inc. | 0.70% | Reduce -0.4% | 18,579 | $1.1M |
| World Investment Advisors | 0.02% | Reduce -0.6% | 18,446 | $1.1M |
| Eaton Financial Holdings Company, LLC | 0.31% | Reduce -0.4% | 18,136 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -27.8% | 18,084 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.23% | Reduce -1.1% | 17,900 | $1.1M |
| Virtu Financial LLC | 0.06% | Reduce -34.5% | 17,901 | $1.1M |
| Cypress Asset Management Inc. | 0.24% | No change | 17,710 | $1.1M |
| Trivium Point Advisory, LLC | 0.11% | Add +344.0% | 17,467 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +104.7% | 17,429 | $1.0M |
| Mathes Company, Inc. | 0.36% | No change | 16,570 | $996K |
| Retirement Planning Co of New England, Inc. | 0.39% | Add +0.1% | 16,276 | $978K |
| Bank Hapoalim BM | 0.13% | Reduce -7.3% | 16,197 | $973K |
| Brookstone Capital Management | 0.01% | Reduce -17.7% | 16,134 | $969K |
| Wisconsin Wealth Advisors, LLC | 0.92% | Reduce -2.1% | 16,109 | $968K |
| TruWealth Advisors, LLC | 0.05% | Reduce -0.1% | 16,079 | $966K |
| V2 Financial group LLC | 0.53% | No change | 16,000 | $961K |
| Flow Traders U.S. LLC | 0.04% | Add +16.3% | 15,976 | $960K |
| Triangle Securities Wealth Management | 0.21% | Add +75.3% | 15,643 | $940K |
| Parallel Advisors, LLC | 0.02% | Reduce -10.4% | 15,440 | $928K |
| Brown Advisory Inc. | 0.00% | No change | 15,307 | $920K |
| Solutions 4 Wealth, Ltd | 1.42% | Add +0.1% | 15,268 | $917K |
| Joseph P. Lucia & Associates, LLC | 0.34% | Reduce -2.7% | 15,066 | $905K |
| LOM Asset Management Ltd | 0.27% | No change | 14,590 | $877K |
| Mutual Advisors, LLC | 0.02% | Reduce -8.0% | 13,884 | $863K |
| GTS Securities LLC | 0.03% | Reduce -89.8% | 14,028 | $843K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -11.8% | 13,978 | $840K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -82.5% | 13,904 | $835K |
| Carnegie Investment Counsel | 0.02% | No change | 13,730 | $825K |
| Venture Visionary Partners LLC | 0.03% | No change | 13,625 | $819K |
| Ieq Capital, LLC | 0.00% | New | 13,296 | $799K |
| Summit Financial, LLC | 0.01% | Add +11.4% | 13,216 | $794K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -10.8% | 13,114 | $788K |
| Wealthgarden F.S. LLC | 0.55% | No change | 12,648 | $767K |
| RFG Advisory, LLC | 0.02% | Add +1.9% | 12,766 | $767K |
| Choreo, LLC | 0.01% | Reduce -2.4% | 12,742 | $766K |
| Spinnaker Trust | 0.04% | No change | 12,604 | $757K |
| Cerity Partners LLC | 0.00% | Reduce -44.1% | 12,257 | $736K |
| Sagespring Wealth Partners, LLC | 0.01% | No change | 12,162 | $731K |
| Guerra Pan Advisors, LLC | 0.43% | No change | 11,962 | $719K |
| Sovran Advisors, LLC | 0.06% | Reduce -3.5% | 11,814 | $717K |
| Sigma Planning Corp | 0.02% | Reduce -9.4% | 11,847 | $712K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.3% | 11,811 | $710K |
| Montis Financial, LLC | 0.16% | Reduce -28.1% | 11,770 | $707K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +40.1% | 11,753 | $706K |
| Ogorek Anthony Joseph /NY/ | 0.20% | Reduce -2.8% | 11,750 | $705K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +71.4% | 11,730 | $705K |
| Sava Infond d.o.o. | 0.10% | No change | 11,730 | $705K |
| NorthRock Partners, LLC | 0.01% | Add +1.8% | 11,727 | $705K |
| Aspen Wealth Strategies, LLC | 0.39% | Add +0.3% | 11,664 | $701K |
| Prosperity Consulting Group, LLC | 0.03% | Add +1.2% | 11,632 | $699K |
| Cornerstone Advisory, LLC | 0.07% | Add +0.0% | 11,614 | $698K |
| LRI Investments, LLC | 0.06% | No change | 11,391 | $684K |
| Watchman Group, Inc. | 0.17% | Reduce -1.3% | 11,380 | $684K |
| Connecticut Wealth Management, LLC | 0.03% | New | 11,319 | $680K |
| FinDec Wealth Services, Inc. | 0.70% | Reduce -9.6% | 11,304 | $679K |
| First Wilshire Securities Management Inc. | 0.18% | No change | 11,300 | $679K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -6.7% | 11,287 | $678K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -15.7% | 11,238 | $675K |
| RPS Advisory Solutions LLC | 0.33% | Reduce -1.7% | 11,071 | $665K |
| HB Wealth Management, LLC | 0.00% | Add +1.5% | 11,064 | $665K |
| Vontobel Holding Ltd. | 0.00% | Reduce -8.4% | 11,008 | $661K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 10,891 | $654K |
| Summit Trail Advisors, LLC | 0.01% | No change | 10,821 | $650K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -4.7% | 10,762 | $647K |
| International Assets Investment Management, LLC | 0.05% | No change | 10,259 | $641K |
| CreativeOne Wealth, LLC | 0.02% | Add +66.5% | 10,662 | $641K |
| Lanark Financial, Inc. | 0.05% | Reduce -5.9% | 10,631 | $639K |
| Sowell Financial Services LLC | 0.02% | Reduce -3.0% | 10,593 | $636K |
| Paragon Private Wealth Management, LLC | 0.21% | Add +4.2% | 10,577 | $635K |
| Delta Financial Advisors LLC | 0.18% | New | 10,495 | $631K |
| MMBG Investment Advisors Co. | 0.06% | Reduce -29.4% | 10,435 | $627K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.9% | 10,302 | $619K |
| Wealthfront Advisers LLC | 0.00% | Reduce -7.7% | 10,100 | $607K |
| Phraction Management LLC | 0.18% | No change | 10,016 | $602K |
| Bramshill Investments, LLC | 0.04% | No change | 10,000 | $601K |
| Y.D. More Investments Ltd | 0.03% | Reduce -3.9% | 9,854 | $592K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -7.9% | 9,624 | $578K |
| BNP Paribas Financial Markets | 0.00% | Reduce -93.8% | 9,563 | $575K |
| Finivi Inc. | 0.36% | Add +2.0% | 9,389 | $564K |
| First Foundation Advisors | 0.02% | No change | 9,290 | $558K |
| Sage Capital Management, LLC | 0.25% | Add +0.1% | 9,195 | $552K |
| Westshore Wealth, LLC | 0.19% | No change | 9,092 | $546K |
| Renaissance Technologies | 0.00% | New | 8,900 | $535K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -4.5% | 8,859 | $532K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.3% | 8,861 | $532K |
| Sax Wealth Advisors, LLC | 0.03% | Add +9.5% | 8,836 | $531K |
| Kovack Advisors, Inc. | 0.05% | Reduce -20.9% | 8,598 | $517K |
| Commerce Bank | 0.00% | Reduce -8.7% | 8,550 | $514K |
| Riverpoint Wealth Management Holdings, LLC | 0.11% | Add +0.1% | 8,496 | $510K |
| Caldwell Trust Co | 0.05% | Reduce -1.8% | 8,434 | $507K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -2.1% | 8,427 | $506K |
| Willow Creek Wealth Management Inc. | 0.04% | New | 8,407 | $505K |
| Weiss Asset Management LP | 0.01% | New | 8,322 | $500K |
| D.A. Davidson & Co. | 0.00% | Reduce -24.5% | 8,320 | $500K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -74.6% | 8,172 | $491K |
| Opes Wealth Management LLC | 0.09% | No change | 8,160 | $490K |
| Modern Wealth Management, LLC | 0.01% | Reduce -81.2% | 8,059 | $484K |
| Nwam LLC | 0.03% | Reduce -28.6% | 7,968 | $483K |
| M&T Bank Corp | 0.00% | No change | 8,020 | $482K |
| Balance Wealth Partners LLC | 0.12% | Reduce -20.3% | 7,917 | $476K |
| Avior Wealth Management, LLC | 0.02% | Add +11.2% | 7,900 | $475K |
| MAI Capital Management | 0.00% | Reduce -3.5% | 7,817 | $470K |
| Benjamin Edwards Inc. | 0.01% | Reduce -32.9% | 7,806 | $469K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.1% | 7,777 | $467K |
| FineMark National Bank & Trust | 0.02% | Reduce -33.8% | 7,755 | $466K |
| Wedmont Private Capital | 0.02% | No change | 7,741 | $464K |
| Fox Hill Wealth Management | 0.21% | Reduce -6.3% | 7,575 | $455K |
| KCM Investment Advisors LLC | 0.01% | No change | 7,566 | $455K |
| GC Wealth Management RIA, LLC | 0.01% | New | 7,555 | $454K |
| Wedbush Securities Inc. | 0.01% | Reduce -21.4% | 7,533 | $453K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 7,535 | $453K |
| Spire Wealth Management | 0.02% | Reduce -24.9% | 7,530 | $452K |
| Manchester Capital Management LLC | 0.06% | No change | 7,500 | $451K |
| StoneX Group Inc. | 0.02% | Reduce -4.0% | 7,470 | $449K |
| Circle Wealth Management, LLC | 0.01% | No change | 7,406 | $445K |
| Physician Wealth Advisors, Inc. | 0.06% | Add +8.1% | 7,352 | $442K |
| Harbor Investment Advisory, LLC | 0.04% | Add +0.0% | 7,309 | $439K |
| TD Waterhouse Canada Inc. | 0.00% | Add +16.1% | 7,344 | $438K |
| Jacobi Capital Management LLC | 0.03% | Reduce -1.0% | 7,256 | $436K |
| Advisory Services Network, LLC | 0.01% | Add +15.1% | 7,233 | $435K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -2.5% | 7,228 | $434K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -1.9% | 7,224 | $434K |
| Delta Asset Management LLC | 0.04% | No change | 7,200 | $433K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -5.0% | 7,166 | $431K |
| Advantage Trust Co | 0.19% | No change | 7,140 | $429K |
| Private Trust Co. NA | 0.04% | Reduce -6.3% | 7,085 | $426K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -5.6% | 7,078 | $425K |
| AlTi Global, Inc. | 0.01% | No change | 7,020 | $422K |
| Stephens Inc. | 0.01% | Reduce -24.1% | 6,953 | $418K |
| Strategic Investment Solutions, Inc. | 0.11% | Add +5.0% | 6,829 | $410K |
| Panoramic Investment Advisors, LLC | 0.23% | Reduce -4.2% | 6,819 | $410K |
| Intelligence Driven Advisers, LLC | 0.06% | No change | 6,660 | $400K |
| Welch Group, LLC | 0.02% | No change | 6,630 | $398K |
| Resurgent Financial Advisors LLC | 0.20% | New | 6,617 | $398K |
| Kraft, Davis & Associates, LLC | 0.09% | No change | 6,466 | $390K |
| Scotia Capital Inc. | 0.00% | Add +25.4% | 6,431 | $386K |
| DRW Securities, LLC | 0.02% | New | 6,402 | $384K |
| Mascoma Wealth Management LLC | 0.08% | Reduce -23.0% | 6,365 | $382K |
| Creekside Partners | 0.17% | No change | 6,360 | $382K |
| Comerica Bank | 0.00% | Reduce -5.8% | 6,303 | $379K |
| Comprehensive Money Management Services LLC | 0.27% | No change | 6,282 | $377K |
| National Bank of Canada | 0.00% | Reduce -63.5% | 6,229 | $374K |
| Courier Capital LLC | 0.02% | Reduce -1.3% | 6,198 | $372K |
| Primoris Wealth Advisors, LLC | 0.24% | Reduce -7.5% | 6,186 | $372K |
| Biondo Investment Advisors, LLC | 0.05% | Add +4.4% | 6,173 | $371K |
| Independent Financial Group, LLC | 0.01% | No change | 6,161 | $370K |
| Financial Partners Group, Inc | 0.05% | Reduce -3.1% | 6,130 | $368K |
| Founders Financial Securities LLC | 0.03% | Reduce -2.4% | 6,106 | $367K |
| PFG Advisors | 0.01% | New | 6,092 | $366K |
| LaSalle St. Investment Advisors, LLC | 0.07% | New | 6,044 | $363K |
| Credit Agricole S A | 0.00% | — | 5,997 | $360K |
| Signet Financial Management, LLC | 0.04% | Reduce -11.3% | 5,976 | $359K |
| PCG Wealth Advisors, LLC | 0.10% | Reduce -10.9% | 5,917 | $355K |
| Shufro Rose & Co. LLC | 0.03% | No change | 5,900 | $355K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -6.7% | 5,846 | $351K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -2.5% | 5,803 | $349K |
| Holistic Financial Partners | 0.14% | No change | 5,793 | $348K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.9% | 5,720 | $344K |
| Synovus Financial Corp. | 0.00% | Add +0.1% | 5,676 | $341K |
| Gallacher Capital Management LLC | 0.13% | Reduce -3.9% | 5,632 | $338K |
| Arkadios Wealth Advisors | 0.01% | Add +6.8% | 5,631 | $338K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.2% | 5,624 | $338K |
| ALM First Financial Advisors, LLC | 0.07% | No change | 5,568 | $334K |
| Client 1ST Advisory Group, LLC | 0.11% | Reduce -2.1% | 5,544 | $333K |
| Larson Financial Group LLC | 0.01% | Add +14.5% | 5,470 | $329K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -4.6% | 5,468 | $329K |
| Savant Capital, LLC | 0.00% | Reduce -6.0% | 5,428 | $326K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -21.9% | 5,378 | $323K |
| Caliber Wealth Management, LLC / KS | 0.04% | Reduce -2.8% | 5,310 | $319K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.0% | 5,299 | $318K |
| Global Retirement Partners, LLC | 0.01% | Reduce -27.1% | 5,236 | $315K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -93.9% | 5,193 | $312K |
| Money Concepts Capital Corp. | 0.02% | Reduce -4.0% | 5,179 | $311K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -33.5% | 5,086 | $306K |
| Acropolis Investment Management, LLC | 0.02% | No change | 4,800 | $301K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.0% | 5,000 | $300K |
| Global View Capital Management LLC | 0.06% | New | 4,999 | $300K |
| Carrera Capital Advisors | 0.05% | Reduce -1.2% | 4,945 | $297K |
| Mason & Associates Inc | 0.06% | No change | 4,944 | $297K |
| American Institute for Advanced Investment Management, LLP | 0.19% | Reduce -2.0% | 4,890 | $294K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -2.7% | 4,737 | $285K |
| Cresset Asset Management, LLC | 0.00% | Add +7.8% | 4,730 | $284K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -12.8% | 4,696 | $282K |
| Yarbrough Capital, LLC | 0.01% | No change | 4,660 | $280K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -14.4% | 4,611 | $277K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -28.4% | 4,596 | $276K |
| Focus Partners Wealth | 0.00% | Add +34.9% | 4,508 | $271K |
| AE Wealth Management LLC | 0.00% | Add +55.5% | 4,485 | $269K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -14.6% | 4,430 | $266K |
| Great Lakes Retirement, Inc. | 0.03% | No change | 4,424 | $266K |
| LaFleur & Godfrey LLC | 0.03% | Add +8.2% | 4,382 | $263K |
| AQR Capital Management | 0.00% | Reduce -58.9% | 4,365 | $262K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.3% | 4,357 | $262K |
| Western Wealth Management, LLC | 0.01% | Reduce -1.4% | 4,340 | $261K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 4,298 | $258K |
| Mach-1 Financial Group, LLC | 0.04% | New | 4,281 | $257K |
| Integrity Advisory Solutions, LLC | 0.04% | — | 4,281 | $257K |
| Eq LLC | 0.09% | Reduce -4.8% | 4,264 | $256K |
| Colonial Trust Co / SC | 0.03% | No change | 4,264 | $256K |
| Valmark Advisers, Inc. | 0.00% | Reduce -16.0% | 4,245 | $255K |
| Advisory Alpha, LLC | 0.01% | No change | 4,225 | $253K |
| Bernardo Wealth Planning LLC | 0.05% | No change | 4,212 | $253K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -2.1% | 4,196 | $252K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -18.7% | 4,165 | $250K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | Reduce -3.5% | 4,158 | $250K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -4.1% | 4,157 | $250K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -26.6% | 3,946 | $237K |
| Retirement Planning Group, LLC | 0.01% | New | 3,925 | $236K |
| Hudock, Inc. | 0.04% | Add +0.0% | 3,902 | $234K |
| Strategic Advisors LLC | 0.04% | No change | 3,876 | $233K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -3.2% | 3,835 | $230K |
| Cadent Capital Advisors, LLC | 0.06% | Add +0.1% | 3,747 | $225K |
| Quantinno Capital Management LP | 0.00% | New | 3,699 | $222K |
| Patten & Patten Inc. | 0.01% | Reduce -16.5% | 3,695 | $222K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 3,693 | $222K |
| Montag A & Associates Inc. | 0.01% | Add +9.2% | 3,680 | $221K |
| Sterling Financial Planning, Inc. | 0.07% | Add +0.1% | 3,628 | $218K |
| Tyche Wealth Partners LLC | 0.04% | Reduce -5.5% | 3,576 | $215K |
| Ring Mountain Capital, LLC | 0.12% | Reduce -6.9% | 3,554 | $214K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -18.6% | 3,536 | $214K |
| Hilltop National Bank | 0.05% | No change | 3,555 | $214K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 3,534 | $212K |
| Keystone Wealth Services, LLC | 0.05% | No change | 3,525 | $212K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +0.1% | 3,520 | $211K |
| Howard Financial Services, LTD. | 0.03% | Add +0.0% | 3,479 | $209K |
| Sonoma Private Wealth LLC | 0.25% | Reduce -5.6% | 3,468 | $208K |
| Runnymede Capital Advisors, Inc. | 0.17% | No change | 3,459 | $208K |
| Patten Group, Inc. | 0.04% | Add +4.2% | 3,445 | $207K |
| Octavia Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 3,444 | $207K |
| LexAurum Advisors, LLC | 0.03% | Add +0.1% | 3,427 | $206K |
| SPC Financial, Inc. | 0.02% | No change | 3,402 | $204K |
| Clearstead Trust, LLC | 0.03% | No change | 3,400 | $204K |
| Martin Capital Advisors, LLP | 0.12% | Reduce -5.4% | 3,353 | $201K |
| Salem Investment Counselors Inc. | 0.01% | Add +5.4% | 3,353 | $201K |
| FLC Capital Advisors | 0.04% | No change | 3,342 | $201K |
| Activest Wealth Management | 0.04% | Add +0.0% | 3,299 | $198K |
| IFP Advisors, Inc | 0.01% | Reduce -0.3% | 3,277 | $197K |
| Barclays PLC | 0.00% | Add +6.5% | 3,210 | $193K |
| Future Financial Wealth Managment LLC | 0.12% | No change | 3,060 | $184K |
| MGB Wealth Management, LLC | 0.05% | No change | 3,024 | $182K |
| Peterson Wealth Services | 0.04% | Add +387.9% | 14,197 | $175K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -20.5% | 2,785 | $167K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,700 | $162K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | New | 2,610 | $157K |
| Brown Brothers Harriman & Co. | 0.00% | Add +4396.4% | 2,473 | $149K |
| Monetary Management Group Inc. | 0.03% | No change | 2,400 | $144K |
| Harbor Asset Planning, Inc. | 0.12% | Add +0.2% | 2,180 | $131K |
| Atlantic Union Bankshares Corp | 0.00% | Add +53.1% | 2,177 | $131K |
| Bogart Wealth, LLC | 0.01% | No change | 2,147 | $129K |
| Blue Trust, Inc. | 0.00% | Add +6.8% | 2,115 | $127K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -93.2% | 2,069 | $124K |
| Concord Wealth Partners | 0.02% | Add +0.1% | 1,934 | $116K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,894 | $114K |
| Ashton Thomas Securities, LLC | 0.02% | New | 1,875 | $113K |
| Whittier Trust Co. | 0.00% | No change | 1,806 | $109K |
| Aspect Partners, LLC | 0.05% | No change | 1,758 | $106K |
| Avalon Trust Co | 0.01% | Add +86.7% | 1,680 | $101K |
| Financial Perspectives, Inc | 0.02% | No change | 1,446 | $87K |
| Register Financial Advisors LLC | 0.03% | No change | 1,442 | $87K |
| Howe & Rusling Inc. | 0.01% | No change | 1,380 | $83K |
| HM Payson & Co. | 0.00% | New | 1,380 | $83K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -96.4% | 1,367 | $82K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,373 | $82K |
| Founders Financial Alliance, LLC | 0.01% | Add +66.7% | 1,305 | $78K |
| Franklin Resources Inc. | 0.00% | No change | 1,220 | $73K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.6% | 1,126 | $68K |
| Catherine Avery Investment Management LLC | 0.04% | No change | 1,112 | $67K |
| BlackRock, Inc. | 0.00% | Reduce -56.9% | 1,110 | $67K |
| Optimum Investment Advisors | 0.03% | No change | 1,068 | $64K |
| Glenmede Investment Management, LP | 0.00% | Reduce -59.3% | 1,053 | $63K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.5% | 1,005 | $60K |
| RMG Wealth Management LLC | 0.01% | No change | 960 | $60K |
| Brentview Investment Management LLC | 0.03% | No change | 1,000 | $60K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 933 | $56K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 918 | $55K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 911 | $55K |
| Truvestments Capital LLC | 0.01% | No change | 900 | $54K |
| Tsfg, LLC | 0.01% | No change | 900 | $54K |
| Sound Income Strategies, LLC | 0.00% | No change | 852 | $51K |
| Clean Yield Group | 0.01% | No change | 840 | $50K |
| Canton Hathaway, LLC | 0.01% | Add +0.7% | 834 | $50K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 810 | $49K |
| Assetmark, Inc. | 0.00% | Add +7.3% | 794 | $48K |
| WealthShield Partners, LLC | 0.01% | Reduce -54.3% | 792 | $48K |
| First United Bank & Trust | 0.02% | Reduce -64.5% | 780 | $47K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -11.8% | 750 | $45K |
| Key Financial Inc | 0.01% | Add +0.1% | 713 | $42K |
| Westside Investment Management, Inc. | 0.01% | Add +8.3% | 704 | $42K |
| AllSquare Wealth Management LLC | 0.02% | No change | 696 | $42K |
| CoreCap Advisors, LLC | 0.00% | No change | 692 | $42K |
| Millstone Evans Group, LLC | 0.03% | No change | 666 | $40K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 666 | $40K |
| Balentine LLC | 0.00% | New | 654 | $39K |
| Hemington Wealth Management | 0.01% | No change | 659 | $39K |
| Mather Group, Llc. | 0.00% | New | 646 | $39K |
| Golden State Wealth Management, LLC | 0.00% | No change | 640 | $38K |
| Clearstead Advisors, LLC | 0.00% | No change | 633 | $38K |
| Ballast Advisors LLC | 0.01% | No change | 630 | $38K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +108.7% | 622 | $37K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 610 | $37K |
| Consultiva Wealth Management, Corp. | 0.10% | No change | 600 | $36K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $36K |
| 1 North Wealth Services LLC | 0.01% | Reduce -0.2% | 573 | $34K |
| Copia Wealth Management | 0.03% | No change | 564 | $34K |
| Comprehensive Financial Planning, Inc. | 0.02% | Reduce -8.5% | 519 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 516 | $31K |
| Tucker Asset Management LLC | 0.01% | Add +139.3% | 469 | $28K |
| Colonial Trust Advisors | 0.00% | Reduce -39.6% | 460 | $28K |
| FWL Investment Management, LLC | 0.01% | New | 456 | $27K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 450 | $27K |
| American National Bank & Trust | 0.00% | No change | 450 | $27K |
| Country Trust Bank | 0.00% | No change | 450 | $27K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 420 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Add +740.0% | 420 | $25K |
| TD Private Client Wealth LLC | 0.00% | Reduce -35.0% | 405 | $24K |
| Valley National Advisers Inc. | 0.00% | Reduce -19.1% | 410 | $24K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 390 | $23K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 362 | $22K |
| North Star Investment Management Corp. | 0.00% | No change | 360 | $22K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -36.8% | 360 | $22K |
| Rothschild Investment LLC | 0.00% | No change | 356 | $21K |
| Ancora Advisors LLC | 0.00% | Reduce -12.2% | 354 | $21K |
| Archer Investment Corp | 0.00% | No change | 336 | $20K |
| NBT Bank, N.A. | 0.00% | Reduce -81.1% | 60 | $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% | Reduce -5.0% | 247 | $15K |
| Albion Financial Group | 0.00% | No change | 240 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | Add +0.4% | 238 | $14K |
| Phillips Financial Management, LLC | 0.00% | No change | 200 | $12K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 189 | $12K |
| ORG Partners LLC | 0.00% | No change | 190 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 186 | $11K |
| United Financial Planning Group LLC | 0.01% | — | 51 | $11K |
| Dunhill Financial, LLC | 0.00% | New | 174 | $10K |
| Financial Freedom, LLC | 0.01% | No change | 166 | $10K |
| Rise Advisors, LLC | 0.00% | No change | 154 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 151 | $9K |
| Imprint Wealth LLC | 0.03% | — | 150 | $9K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -55.0% | 135 | $8K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -39.1% | 126 | $8K |
| 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 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 120 | $7K |
| City State Bank | 0.00% | No change | 105 | $6K |
| Accredited Wealth Management, LLC | 0.00% | Add +132.3% | 237 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 102 | $6K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 102 | $6K |
| Morris Financial Concepts, Inc. | 0.00% | Reduce -8.3% | 100 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $6K |
| Realta Investment Advisors | 0.00% | No change | 100 | $6K |
| Anfield Capital Management, LLC | 0.00% | Reduce -2.9% | 68 | $4K |
| Perkins Coie Trust Co | 0.00% | New | 63 | $4K |
| AlphaCore Capital LLC | 0.00% | No change | 61 | $4K |
| Wealth Watch Advisors, INC | 0.00% | New | 60 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Reduce -89.2% | 61 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 56 | $3K |
| Arcadia Investment Management Corp. | 0.00% | No change | 51 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 42 | $3K |
| Ameriflex Group, Inc. | 0.00% | Reduce -98.7% | 36 | $2K |
| Avion Wealth | 0.00% | No change | 38 | $2K |
| Bangor Savings Bank | 0.00% | No change | 31 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 30 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 24 | $1K |
| WFA Asset Management Corp | 0.00% | No change | 18 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 18 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 15 | $902 |
| Guerra Advisors Inc | 0.00% | New | 15 | $901 |
| Bernard Wealth Management Corp. | 0.00% | No change | 12 | $721 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10 | $601 |
| Caitlin John, LLC | 0.00% | New | 7 | $421 |
| First Pacific Financial | 0.00% | No change | 6 | $368 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 3 | $136 |
"% 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.