iShares U.S. Medical DevicesIHIETF
13F holders, Q4 2025 (December 31)557holders +31
42new positions
31sold out
7famous investors
$62.12avg. 13F price*
At the end of Q4 2025, 557 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, up 31 from Q3 2025. 42 opened new positions and 31 sold out. The largest holders were Morgan Stanley ($213.8M), Menora Mivtachim Holdings LTD. ($159.2M) and Bank of America Corp. ($107.7M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares U.S. Medical Devices
- CUSIP
- 464288810
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $59.4M |
| Exits | 31 | $32.9M |
All 13F filers, Q3 2025 → Q4 2025: 2,360,797 shares bought and 3,709,878 shares sold, net −1,349,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 557 holders
| Morgan Stanley | 0.01% | Add +14.4% | 3,440,023 | $213.8M |
| Menora Mivtachim Holdings LTD. | 0.75% | Reduce -35.1% | 2,561,450 | $159.2M |
| Bank of America Corp. | 0.01% | Add +1.3% | 1,733,087 | $107.7M |
| LPL Financial LLC | 0.03% | Reduce -0.7% | 1,516,647 | $94.3M |
| UBS Group AG | 0.01% | Reduce -2.6% | 1,022,542 | $63.6M |
| Wells Fargo & Company | 0.01% | Reduce -2.0% | 990,933 | $61.6M |
| Royal Bank of Canada | 0.01% | Add +2.3% | 762,405 | $47.4M |
| Raymond James Financial Inc. | 0.01% | Add +3.3% | 654,330 | $40.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.0% | 631,552 | $39.3M |
| RiverFront Investment Group, LLC | 0.43% | Add +3.9% | 418,622 | $26.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.2% | 328,593 | $20.5M |
| Cetera Investment Advisers | 0.02% | Reduce -1.9% | 325,151 | $20.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -5.6% | 312,108 | $19.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.5% | 292,731 | $18.9M |
| Wharton Business Group, LLC | 0.71% | Reduce -1.0% | 299,530 | $18.6M |
| Foundations Investment Advisors, LLC | 0.23% | New | 285,784 | $17.8M |
| BNP Paribas Financial Markets | 0.01% | Add +2540.7% | 252,529 | $15.7M |
| Kingsview Wealth Management, LLC | 0.23% | Reduce -6.0% | 252,479 | $15.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -14.5% | 245,086 | $15.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.1% | 230,481 | $14.3M |
| Baker Avenue Asset Management, LP | 0.31% | Add +11.4% | 215,196 | $13.4M |
| Tudor Investment Corporation | 0.07% | New | 207,281 | $12.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -10.5% | 204,944 | $12.7M |
| Citigroup Inc. | 0.01% | Add +332.1% | 203,032 | $12.6M |
| Arkansas Financial Group, Inc. | 1.82% | Add +0.7% | 202,744 | $12.6M |
| HighTower Advisors, LLC | 0.01% | Add +13.4% | 189,419 | $11.8M |
| Jones Financial Companies LLLP | 0.01% | Add +5.5% | 187,253 | $11.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.38% | Reduce -4.0% | 173,273 | $10.8M |
| Two Sigma Investments, LP | 0.02% | Reduce -19.0% | 167,200 | $10.4M |
| Sava Penzisko Drushtvo A.D. Skopje | 2.91% | No change | 145,148 | $9.0M |
| Redstone Wealth Management, LLC | 6.99% | — | 142,349 | $8.8M |
| Equitable Holdings, Inc. | 0.06% | Reduce -1.9% | 140,818 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.7% | 140,187 | $8.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +3.1% | 137,575 | $8.6M |
| Certified Advisory Corp | 0.78% | Reduce -0.7% | 136,883 | $8.5M |
| Cumberland Advisors Inc. | 3.07% | Reduce -0.4% | 130,475 | $8.1M |
| MML Investors Services, LLC | 0.02% | Add +3.5% | 125,892 | $7.8M |
| Wealth Advisory Solutions, LLC | 1.71% | Add +0.0% | 117,866 | $7.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -76.0% | 117,844 | $7.3M |
| Anchor Investment Management, LLC | 0.56% | Add +3.1% | 110,690 | $6.9M |
| Point72 Asset Management | 0.01% | New | 110,605 | $6.9M |
| Blair William & Co. | 0.02% | Reduce -0.4% | 109,850 | $6.8M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +1.8% | 109,644 | $6.8M |
| Safeguard Investment Advisory Group, LLC | 1.71% | Reduce -5.2% | 107,345 | $6.7M |
| LYNX Capital Group Ltd. | 2.92% | Add +0.3% | 102,523 | $6.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.4% | 101,260 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.6% | 101,032 | $6.3M |
| Moors & Cabot, Inc. | 0.27% | Add +1.5% | 101,007 | $6.3M |
| EP Wealth Advisors, LLC | 0.03% | — | 95,989 | $6.0M |
| Valicenti Advisory Services Inc. | 1.23% | New | 94,525 | $5.9M |
| Means Investment Co., Inc. | 0.49% | Reduce -1.9% | 93,165 | $5.8M |
| B. Riley Wealth Advisors, Inc. | 0.27% | Reduce -5.2% | 91,406 | $5.7M |
| Stifel Financial Corp. | 0.01% | Reduce -6.0% | 91,345 | $5.7M |
| Peapack Gladstone Financial Corp. | 0.07% | Reduce -2.0% | 90,907 | $5.6M |
| Fisher Asset Management | 0.00% | Reduce -8.1% | 90,526 | $5.6M |
| Mariner, LLC | 0.01% | Reduce -1.3% | 84,687 | $5.3M |
| J. Goldman & Co LP | 0.20% | Add +14.5% | 83,942 | $5.2M |
| Capital Analysts, LLC | 0.14% | Add +2.9% | 81,859 | $5.1M |
| Hamilton Wealth, LLC | 0.97% | Add +3.8% | 81,740 | $5.1M |
| Centaurus Financial, Inc. | 0.22% | Add +1.8% | 77,633 | $4.8M |
| Viewpoint Investment Partners Corp. | 2.20% | Reduce -0.3% | 74,354 | $4.6M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -1.4% | 71,244 | $4.4M |
| Principal Securities, Inc. | 0.07% | Add +18.4% | 68,842 | $4.3M |
| Truist Financial Corp. | 0.01% | Reduce -4.1% | 68,767 | $4.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.7% | 67,677 | $4.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.7% | 67,259 | $4.2M |
| Creative Financial Designs Inc. | 0.26% | Add +1.0% | 65,836 | $4.1M |
| Capital Investment Advisory Services, LLC | 0.29% | Add +2.8% | 65,425 | $4.1M |
| Segment Wealth Management, LLC | 0.23% | Reduce -0.7% | 63,386 | $3.9M |
| St Germain D J Co. Inc. | 0.14% | New | 59,858 | $3.7M |
| Prestige Wealth Management Group LLC | 0.71% | Add +0.3% | 59,805 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +13.8% | 59,787 | $3.7M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +81.8% | 59,016 | $3.7M |
| CMH Wealth Management LLC | 0.76% | Reduce -1.4% | 57,055 | $3.5M |
| Econ Financial Services Corp | 1.77% | Reduce -7.0% | 56,807 | $3.5M |
| Somerset Group LLC | 2.61% | Reduce -0.3% | 53,937 | $3.5M |
| Walleye Trading LLC | 0.05% | Reduce -0.5% | 54,396 | $3.4M |
| Capital Asset Advisory Services LLC | 0.13% | Reduce -2.3% | 49,852 | $3.2M |
| Integrated Advisors Network LLC | 0.14% | Add +5.4% | 51,500 | $3.2M |
| Diversified Enterprises, LLC | 0.19% | Add +0.9% | 50,846 | $3.2M |
| Cibc World Market Inc. | 0.01% | Reduce -14.7% | 50,145 | $3.1M |
| GTS Securities LLC | 0.11% | Add +256.6% | 50,031 | $3.1M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -3.3% | 49,613 | $3.1M |
| Anfield Capital Management, LLC | 0.97% | Add +72777.9% | 49,557 | $3.1M |
| Citadel Advisors | 0.00% | Add +32.4% | 49,552 | $3.1M |
| Apollon Financial, LLC | 0.45% | Reduce -2.6% | 49,361 | $3.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.65% | Reduce -0.3% | 48,970 | $3.0M |
| Charter Oak Capital Management, LLC | 0.23% | Reduce -9.6% | 48,863 | $3.0M |
| Chicago Partners Investment Group LLC | 0.07% | Add +5.3% | 50,113 | $3.0M |
| &partners | 0.02% | Add +14.8% | 47,516 | $3.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -11.3% | 46,273 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.4% | 45,903 | $2.9M |
| Corient Private Wealth LP | 0.00% | Reduce -39.0% | 45,366 | $2.8M |
| Evergreen Wealth Partners LLC | 2.27% | — | 43,303 | $2.7M |
| Concord Investment Counsel Inc. | 0.86% | Reduce -3.6% | 42,849 | $2.7M |
| FMR LLC | 0.00% | Add +26.1% | 40,981 | $2.5M |
| Creative Planning | 0.00% | Add +0.3% | 40,293 | $2.5M |
| Madden Advisory Services, Inc. | 1.01% | Reduce -10.9% | 40,252 | $2.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +427.4% | 38,736 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -43.9% | 37,101 | $2.3M |
| WCG Wealth Advisors LLC | 0.06% | Reduce -1.3% | 36,902 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.4% | 36,621 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -1.9% | 34,913 | $2.2M |
| Bank of Montreal | 0.00% | Add +0.6% | 34,860 | $2.2M |
| Citizens Financial Group Inc. | 0.03% | Reduce -2.5% | 34,778 | $2.2M |
| Vision Retirement, LLC | 0.56% | — | 33,818 | $2.1M |
| Destination Wealth Management | 0.06% | Add +2.0% | 33,801 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.6% | 33,170 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -9.5% | 32,986 | $2.1M |
| Garrison Point Advisors, LLC | 0.89% | Add +0.4% | 32,488 | $2.0M |
| First Interstate Bank | 0.11% | New | 31,562 | $2.0M |
| High Point Wealth Management, LLC | 1.87% | — | 31,383 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -56.9% | 31,784 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +28.8% | 29,607 | $1.8M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.2% | 29,375 | $1.8M |
| Institute for Wealth Management, LLC. | 0.19% | Add +3.9% | 29,278 | $1.8M |
| Orleans Capital Management Corp. | 1.13% | Reduce -14.9% | 29,160 | $1.8M |
| Renaissance Technologies | 0.00% | Add +227.0% | 29,100 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.65% | Reduce -5.7% | 29,077 | $1.8M |
| Ayalon Insurance Comp Ltd. | 0.43% | No change | 28,799 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -2.3% | 28,714 | $1.8M |
| Live Oak Private Wealth LLC | 0.24% | Add +19.4% | 28,680 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -8.2% | 28,666 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -7.7% | 28,642 | $1.8M |
| AQR Capital Management | 0.00% | Add +549.8% | 28,365 | $1.8M |
| Mgo One Seven LLC | 0.04% | Add +3.4% | 28,110 | $1.7M |
| Dale Q Rice Investment Management Ltd | 1.25% | Reduce -13.3% | 27,987 | $1.7M |
| Dakota Wealth Management | 0.03% | Reduce -0.5% | 27,515 | $1.7M |
| Waverly Advisors, LLC | 0.01% | Reduce -6.3% | 27,098 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -9.2% | 26,869 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -11.1% | 26,783 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +10.0% | 26,710 | $1.7M |
| Hazlett, Burt & Watson, Inc. | 0.53% | Add +2.8% | 26,656 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +4.0% | 26,913 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -2.4% | 25,156 | $1.6M |
| PFG Investments, LLC | 0.07% | Reduce -0.5% | 24,845 | $1.5M |
| Regions Financial Corp. | 0.01% | Add +1.4% | 24,549 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +1075.2% | 24,315 | $1.5M |
| Virtu Financial LLC | 0.06% | Add +33.8% | 23,942 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -9.3% | 23,682 | $1.5M |
| TPG Advisors LLC | 0.91% | Reduce -0.8% | 23,508 | $1.5M |
| Titiun Yejiel | 1.76% | — | 23,063 | $1.4M |
| Pacific Sun Financial Corp | 0.69% | Reduce -1.0% | 22,967 | $1.4M |
| Meridian Investment Counsel Inc. | 0.34% | Add +1.8% | 22,732 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Add +9.4% | 22,593 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +9.1% | 22,343 | $1.4M |
| Montecito Bank & Trust | 0.22% | Reduce -2.4% | 22,343 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.3% | 21,990 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +1.8% | 21,631 | $1.3M |
| AdvisorNet Financial, Inc | 0.07% | Add +394.1% | 21,527 | $1.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Reduce -1.2% | 21,315 | $1.3M |
| Composition Wealth, LLC | 0.02% | Reduce -1.6% | 21,229 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -14.7% | 21,021 | $1.3M |
| Pacific Center for Financial Services | 0.32% | No change | 21,090 | $1.3M |
| Brick & Kyle, Associates | 0.45% | Reduce -6.2% | 20,284 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Add +6.2% | 19,955 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 19,933 | $1.2M |
| Vectors Research Management, LLC | 0.37% | Reduce -4.1% | 19,766 | $1.2M |
| World Investment Advisors | 0.02% | Add +4.5% | 19,286 | $1.2M |
| WP Advisors, LLC | 0.29% | Reduce -9.2% | 18,770 | $1.2M |
| Paragon Financial Partners, Inc. | 0.70% | Reduce -1.3% | 18,337 | $1.1M |
| Eaton Financial Holdings Company, LLC | 0.30% | No change | 18,136 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -15.5% | 18,004 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.31% | No change | 17,900 | $1.1M |
| Cypress Asset Management Inc. | 0.24% | No change | 17,710 | $1.1M |
| Bramshill Investments, LLC | 0.06% | Add +75.0% | 17,500 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.0% | 17,423 | $1.1M |
| Armor Investment Advisors, LLC | 0.39% | Reduce -15.1% | 17,247 | $1.1M |
| MCF Advisors LLC | 0.06% | Add +6477.8% | 17,168 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -6.7% | 16,868 | $1.0M |
| Mathes Company, Inc. | 0.37% | No change | 16,570 | $1.0M |
| Retirement Planning Co of New England, Inc. | 0.41% | Add +0.2% | 16,302 | $1.0M |
| Trivium Point Advisory, LLC | 0.10% | Reduce -6.8% | 16,288 | $1.0M |
| Wisconsin Wealth Advisors, LLC | 0.98% | Reduce -0.6% | 16,014 | $995K |
| V2 Financial group LLC | 0.49% | No change | 16,000 | $994K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +40.1% | 15,811 | $983K |
| Triangle Securities Wealth Management | 0.20% | No change | 15,643 | $972K |
| TruWealth Advisors, LLC | 0.05% | Reduce -3.2% | 15,566 | $967K |
| Bank Hapoalim BM | 0.09% | Reduce -4.2% | 15,519 | $965K |
| Brown Advisory Inc. | 0.00% | No change | 15,307 | $951K |
| Cerity Partners LLC | 0.00% | Add +23.6% | 15,154 | $942K |
| LOM Asset Management Ltd | 0.27% | Add +1.0% | 14,740 | $916K |
| Advisory Services Network, LLC | 0.01% | Add +99.8% | 14,449 | $898K |
| Delta Financial Advisors LLC | 0.23% | Add +37.4% | 14,424 | $896K |
| Solutions 4 Wealth, Ltd | 1.34% | Reduce -6.2% | 14,315 | $890K |
| Arax Advisory Partners | 0.03% | New | 14,229 | $884K |
| Parallel Advisors, LLC | 0.02% | Reduce -7.9% | 14,215 | $883K |
| Brookstone Capital Management | 0.01% | Reduce -12.6% | 14,106 | $877K |
| Connecticut Wealth Management, LLC | 0.04% | Add +22.6% | 13,883 | $863K |
| Peddock Capital Advisors, LLC | 0.18% | New | 13,698 | $851K |
| IMC-Chicago, LLC | 0.01% | New | 13,693 | $851K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -1.9% | 13,647 | $848K |
| Venture Visionary Partners LLC | 0.03% | No change | 13,625 | $847K |
| Carnegie Investment Counsel | 0.02% | Reduce -1.0% | 13,591 | $845K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -3.4% | 13,497 | $839K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +14.4% | 13,420 | $834K |
| Choreo, LLC | 0.01% | Add +1.4% | 12,917 | $809K |
| Mutual Advisors, LLC | 0.02% | Reduce -6.5% | 12,980 | $807K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.3% | 12,683 | $788K |
| Spinnaker Trust | 0.04% | No change | 12,604 | $783K |
| Sigma Planning Corp | 0.02% | Add +3.8% | 12,301 | $764K |
| Variant Private Wealth, LLC | 0.79% | Reduce -45.0% | 12,205 | $759K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.0% | 12,163 | $756K |
| Wealthgarden F.S. LLC | 0.50% | Reduce -2.1% | 12,377 | $752K |
| Joseph P. Lucia & Associates, LLC | 0.27% | Reduce -19.9% | 12,070 | $750K |
| Guerra Pan Advisors, LLC | 0.44% | No change | 11,962 | $743K |
| Sovran Advisors, LLC | 0.06% | Add +0.6% | 11,889 | $742K |
| Ogorek Anthony Joseph /NY/ | 0.20% | Add +0.1% | 11,759 | $730K |
| NorthRock Partners, LLC | 0.01% | No change | 11,727 | $729K |
| Guilbault Capital LLC | 0.82% | — | 11,720 | $728K |
| Cornerstone Advisory, LLC | 0.07% | Add +0.0% | 11,615 | $722K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.8% | 11,485 | $714K |
| Watchman Group, Inc. | 0.17% | No change | 11,380 | $707K |
| First Wilshire Securities Management Inc. | 0.18% | No change | 11,300 | $702K |
| Paragon Private Wealth Management, LLC | 0.21% | Add +6.5% | 11,266 | $700K |
| LRI Investments, LLC | 0.06% | Reduce -1.3% | 11,241 | $699K |
| Focus Partners Wealth | 0.00% | Add +147.5% | 11,156 | $693K |
| Wealthfront Advisers LLC | 0.00% | Add +10.4% | 11,152 | $693K |
| Phraction Management LLC | 0.20% | Add +10.7% | 11,091 | $689K |
| RPS Advisory Solutions LLC | 0.32% | Add +0.0% | 11,072 | $688K |
| HB Wealth Management, LLC | 0.00% | No change | 11,064 | $688K |
| Kovack Advisors, Inc. | 0.03% | Add +28.1% | 11,016 | $685K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -6.3% | 10,904 | $678K |
| Sowell Financial Services LLC | 0.02% | Add +2.9% | 10,901 | $678K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 10,885 | $677K |
| Summit Trail Advisors, LLC | 0.01% | No change | 10,821 | $673K |
| Summit Financial, LLC | 0.01% | Reduce -19.9% | 10,593 | $658K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -2.5% | 10,489 | $652K |
| MMBG Investment Advisors Co. | 0.05% | No change | 10,435 | $649K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -7.7% | 10,376 | $645K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -2.9% | 10,352 | $643K |
| Harbour Investments, Inc. | 0.01% | Add +0.3% | 10,336 | $642K |
| Sax Wealth Advisors, LLC | 0.03% | Add +14.8% | 10,141 | $630K |
| Montis Financial, LLC | 0.12% | Reduce -13.9% | 10,138 | $630K |
| Y.D. More Investments Ltd | 0.03% | Add +2.8% | 10,128 | $630K |
| FinDec Wealth Services, Inc. | 0.67% | Reduce -10.5% | 10,120 | $629K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -15.2% | 9,969 | $620K |
| Western Wealth Management, LLC | 0.03% | Add +124.5% | 9,743 | $606K |
| MAI Capital Management | 0.00% | Add +23.2% | 9,633 | $599K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.5% | 9,574 | $595K |
| Finivi Inc. | 0.34% | Add +1.0% | 9,486 | $590K |
| Lanark Financial, Inc. | 0.04% | Reduce -11.5% | 9,409 | $585K |
| Resurgent Financial Advisors LLC | 0.29% | Add +40.9% | 9,323 | $579K |
| First Foundation Advisors | 0.02% | No change | 9,290 | $577K |
| Main Street Financial Solutions, LLC | 0.04% | Add +4.8% | 9,280 | $577K |
| Sage Capital Management, LLC | 0.26% | Add +0.0% | 9,196 | $572K |
| Jane Street Group, LLC | 0.00% | Reduce -58.0% | 9,195 | $571K |
| Westshore Wealth, LLC | 0.19% | No change | 9,092 | $565K |
| AAFMAA Wealth Management & Trust LLC | 0.22% | Reduce -58.8% | 9,029 | $561K |
| Z3 Capital Partners, LLC | 0.13% | — | 8,781 | $546K |
| Commerce Bank | 0.00% | No change | 8,550 | $531K |
| Vontobel Holding Ltd. | 0.00% | Reduce -22.7% | 8,508 | $529K |
| Riverpoint Wealth Management Holdings, LLC | 0.11% | Add +0.1% | 8,504 | $529K |
| Insigneo Advisory Services, LLC | 0.04% | New | 8,484 | $527K |
| Breachway Investments LLC | 0.55% | — | 8,428 | $524K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -57.2% | 8,373 | $520K |
| Prospera Financial Services Inc | 0.01% | Add +6.5% | 8,279 | $515K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.5% | 8,278 | $514K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -98.8% | 8,229 | $511K |
| Opes Wealth Management LLC | 0.09% | No change | 8,160 | $507K |
| Banque Cantonale Vaudoise | 0.02% | No change | 8,172 | $507K |
| Balance Wealth Partners LLC | 0.16% | Add +2.8% | 8,141 | $506K |
| Houlihan Financial Resource Group, Ltd. | 0.20% | New | 8,220 | $505K |
| Caldwell Trust Co | 0.04% | Reduce -3.9% | 8,104 | $504K |
| Jefferies Financial Group Inc. | 0.00% | New | 8,081 | $502K |
| WealthSpring Partners, LLC | 0.51% | — | 8,039 | $500K |
| M&T Bank Corp | 0.00% | No change | 8,020 | $498K |
| Quantinno Capital Management LP | 0.00% | Add +116.8% | 8,019 | $498K |
| Wedmont Private Capital | 0.02% | No change | 7,741 | $498K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -5.2% | 7,990 | $497K |
| Avior Wealth Management, LLC | 0.02% | Add +0.1% | 7,908 | $491K |
| Wedbush Securities Inc. | 0.01% | Add +4.6% | 7,881 | $490K |
| Tranquilli Financial Advisor LLC | 0.28% | New | 7,813 | $486K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +4.3% | 7,668 | $477K |
| KCM Investment Advisors LLC | 0.02% | No change | 7,566 | $470K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 7,535 | $468K |
| Fox Hill Wealth Management | 0.22% | Reduce -0.9% | 7,509 | $467K |
| Manchester Capital Management LLC | 0.06% | No change | 7,500 | $466K |
| Financial Management, Inc. | 0.44% | — | 7,462 | $464K |
| Circle Wealth Management, LLC | 0.01% | No change | 7,406 | $460K |
| Hyposwiss Advisors SA | 0.45% | — | 7,362 | $458K |
| AlTi Global, Inc. | 0.01% | Add +4.8% | 7,354 | $457K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 7,309 | $454K |
| DRW Securities, LLC | 0.03% | Add +14.1% | 7,305 | $454K |
| Jacobi Capital Management LLC | 0.03% | Add +0.1% | 7,262 | $451K |
| FineMark National Bank & Trust | 0.01% | Reduce -6.7% | 7,234 | $450K |
| Delta Asset Management LLC | 0.04% | No change | 7,200 | $447K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.0% | 7,079 | $440K |
| Ieq Capital, LLC | 0.00% | Reduce -46.9% | 7,063 | $439K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -1.8% | 7,036 | $437K |
| Spire Wealth Management | 0.01% | Reduce -7.0% | 7,003 | $435K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -69.3% | 6,985 | $434K |
| Stephens Inc. | 0.01% | Add +0.0% | 6,955 | $432K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +14.9% | 6,945 | $431K |
| Strategic Investment Solutions, Inc. | 0.10% | Reduce -0.0% | 6,826 | $424K |
| Benjamin Edwards Inc. | 0.00% | Reduce -12.8% | 6,808 | $423K |
| Fortis Capital Advisors, LLC | 0.06% | New | 6,753 | $420K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -7.8% | 6,661 | $414K |
| Intelligence Driven Advisers, LLC | 0.06% | No change | 6,660 | $414K |
| Panoramic Investment Advisors, LLC | 0.22% | Reduce -2.5% | 6,649 | $413K |
| Welch Group, LLC | 0.02% | No change | 6,630 | $412K |
| Nwam LLC | 0.02% | Reduce -15.7% | 6,717 | $408K |
| Kraft, Davis & Associates, LLC | 0.09% | No change | 6,466 | $403K |
| Mascoma Wealth Management LLC | 0.08% | No change | 6,365 | $396K |
| Creekside Partners | 0.17% | No change | 6,360 | $395K |
| Altfest L J & Co. Inc. | 0.04% | Add +21.9% | 6,330 | $393K |
| Biondo Investment Advisors, LLC | 0.05% | Add +2.5% | 6,328 | $393K |
| Park Avenue Securities LLC | 0.00% | Reduce -29.1% | 6,284 | $391K |
| Comerica Bank | 0.00% | Reduce -0.9% | 6,243 | $388K |
| National Bank of Canada | 0.00% | Add +0.2% | 6,243 | $388K |
| Courier Capital LLC | 0.02% | Reduce -0.1% | 6,194 | $385K |
| Primoris Wealth Advisors, LLC | 0.23% | No change | 6,186 | $385K |
| Comprehensive Money Management Services LLC | 0.26% | Reduce -1.6% | 6,182 | $384K |
| Citizens & Northern Corp. | 0.10% | New | 6,179 | $384K |
| Private Trust Co. NA | 0.03% | Reduce -13.7% | 6,115 | $380K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 5,936 | $369K |
| Shufro Rose & Co. LLC | 0.02% | No change | 5,900 | $367K |
| StoneX Group Inc. | 0.02% | Reduce -21.4% | 5,875 | $366K |
| Coquina Private Wealth LLC | 0.29% | — | 5,862 | $364K |
| Laurel Oak Wealth Management, LLC | 0.06% | — | 5,848 | $363K |
| PCG Wealth Advisors, LLC | 0.10% | Reduce -1.3% | 5,838 | $363K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.3% | 5,835 | $363K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -0.9% | 5,793 | $360K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 5,720 | $355K |
| Financial Partners Group, Inc | 0.04% | Reduce -3.5% | 5,916 | $355K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -2.1% | 5,679 | $353K |
| J.Safra Asset Management Corp | 0.02% | New | 5,670 | $352K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 5,624 | $350K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.5% | 5,602 | $348K |
| International Assets Investment Management, LLC | 0.02% | Reduce -45.6% | 5,577 | $347K |
| ALM First Financial Advisors, LLC | 0.07% | No change | 5,568 | $346K |
| Larson Financial Group LLC | 0.01% | Add +1.4% | 5,549 | $345K |
| Client 1ST Advisory Group, LLC | 0.11% | No change | 5,544 | $345K |
| Signet Financial Management, LLC | 0.04% | Reduce -8.1% | 5,491 | $341K |
| Capital Developers, LLC | 0.30% | — | 5,400 | $336K |
| Scotia Capital Inc. | 0.00% | Reduce -16.3% | 5,383 | $335K |
| Caliber Wealth Management, LLC / KS | 0.04% | No change | 5,310 | $330K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.0% | 5,300 | $329K |
| Savant Capital, LLC | 0.00% | Reduce -3.0% | 5,268 | $327K |
| Modern Wealth Management, LLC | 0.01% | Reduce -35.0% | 5,235 | $325K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -3.9% | 5,168 | $321K |
| Global Retirement Partners, LLC | 0.01% | Reduce -1.4% | 5,165 | $321K |
| Founders Financial Securities LLC | 0.02% | Reduce -16.2% | 5,118 | $318K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -7.4% | 5,063 | $315K |
| LaFleur & Godfrey LLC | 0.04% | Add +14.6% | 5,020 | $312K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.8% | 4,958 | $308K |
| Carrera Capital Advisors | 0.05% | Add +0.0% | 4,947 | $307K |
| Mason & Associates Inc | 0.06% | No change | 4,944 | $307K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -4.7% | 4,845 | $301K |
| Credit Agricole S A | 0.00% | Reduce -19.6% | 4,821 | $300K |
| Acropolis Investment Management, LLC | 0.01% | No change | 4,800 | $298K |
| Carroll Advisory Group, LLC | 0.13% | — | 4,769 | $296K |
| Global View Capital Management LLC | 0.06% | Reduce -5.0% | 4,749 | $295K |
| XTX Topco Ltd | 0.01% | New | 4,742 | $295K |
| Cresset Asset Management, LLC | 0.00% | No change | 4,730 | $294K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.6% | 4,722 | $293K |
| Colonial Trust Co / SC | 0.04% | Add +10.7% | 4,718 | $293K |
| Yarbrough Capital, LLC | 0.01% | No change | 4,660 | $290K |
| Wealthspire Advisors, LLC | 0.00% | Add +66.8% | 4,646 | $289K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -0.1% | 4,606 | $286K |
| AE Wealth Management LLC | 0.00% | Add +1.5% | 4,551 | $283K |
| Great Lakes Retirement, Inc. | 0.03% | No change | 4,424 | $275K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.9% | 4,392 | $273K |
| Bernardo Wealth Planning LLC | 0.05% | No change | 4,212 | $262K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 4,185 | $260K |
| Money Concepts Capital Corp. | 0.01% | Reduce -19.5% | 4,169 | $259K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | No change | 4,158 | $258K |
| Advisory Alpha, LLC | 0.01% | Reduce -2.3% | 4,128 | $257K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -4.0% | 4,127 | $256K |
| Retirement Planning Group, LLC | 0.01% | Add +4.6% | 4,107 | $255K |
| Eq LLC | 0.07% | Reduce -5.2% | 4,043 | $251K |
| Blue Water Asset Management | 0.09% | — | 4,030 | $250K |
| Commonwealth Retirement Investments LLC | 0.08% | New | 4,025 | $250K |
| Hancock Whitney Corp. | 0.00% | New | 4,023 | $250K |
| Valmark Advisers, Inc. | 0.00% | Reduce -6.2% | 3,982 | $247K |
| Gallacher Capital Management LLC | 0.10% | Reduce -29.4% | 3,979 | $247K |
| Perigon Wealth Management, LLC | 0.00% | Add +0.1% | 3,948 | $245K |
| Integrity Advisory Solutions, LLC | 0.04% | Reduce -8.6% | 3,911 | $243K |
| Kotler Kevin | 0.18% | — | 3,902 | $243K |
| Hudock, Inc. | 0.04% | Reduce -0.3% | 3,891 | $242K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 3,880 | $241K |
| Strategic Advisors LLC | 0.04% | No change | 3,876 | $241K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 3,835 | $238K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -8.3% | 3,811 | $237K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -21.0% | 3,741 | $233K |
| Patten & Patten Inc. | 0.01% | No change | 3,695 | $230K |
| Montag A & Associates Inc. | 0.01% | No change | 3,680 | $229K |
| BlackRock, Inc. | 0.00% | Add +230.0% | 3,663 | $228K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 3,536 | $227K |
| Sterling Financial Planning, Inc. | 0.07% | Add +0.1% | 3,630 | $226K |
| Tyche Wealth Partners LLC | 0.04% | No change | 3,576 | $222K |
| Hilltop National Bank | 0.05% | No change | 3,555 | $221K |
| Bedel Financial Consulting, Inc. | 0.02% | No change | 3,534 | $220K |
| IFP Advisors, Inc | 0.00% | Add +7.7% | 3,529 | $219K |
| Keystone Wealth Services, LLC | 0.05% | No change | 3,525 | $219K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +0.1% | 3,523 | $219K |
| Howard Financial Services, LTD. | 0.03% | No change | 3,479 | $216K |
| Sonoma Private Wealth LLC | 0.26% | No change | 3,468 | $216K |
| AlphaCore Capital LLC | 0.00% | Add +5577.1% | 3,463 | $215K |
| Patten Group, Inc. | 0.04% | No change | 3,445 | $214K |
| Focus Financial Network, Inc. | 0.01% | New | 3,436 | $214K |
| Octavia Wealth Advisors, LLC | 0.02% | Reduce -1.2% | 3,402 | $211K |
| Clearstead Trust, LLC | 0.03% | No change | 3,400 | $211K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 3,388 | $211K |
| FLC Capital Advisors | 0.04% | No change | 3,342 | $208K |
| Level Four Advisory Services, LLC | 0.01% | New | 3,312 | $206K |
| Activest Wealth Management | 0.04% | Add +0.0% | 3,300 | $205K |
| Brookwood Investment Group LLC | 0.02% | New | 3,288 | $204K |
| Rockwood Wealth Management, LLC | 0.02% | New | 3,276 | $204K |
| Apella Capital, LLC | 0.00% | New | 3,268 | $203K |
| Clear Harbor Asset Management, LLC | 0.01% | New | 3,235 | $201K |
| Ring Mountain Capital, LLC | 0.10% | Reduce -8.8% | 3,241 | $200K |
| MGB Wealth Management, LLC | 0.05% | No change | 3,024 | $188K |
| Peterson Wealth Services | 0.05% | Reduce -79.6% | 2,894 | $180K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -37.5% | 2,875 | $179K |
| Sankala Group LLC | 0.14% | — | 2,931 | $176K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | Add +5.1% | 2,742 | $170K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,700 | $168K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,473 | $154K |
| Monetary Management Group Inc. | 0.03% | No change | 2,400 | $149K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,177 | $135K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 2,148 | $133K |
| Blue Trust, Inc. | 0.00% | Reduce -1.5% | 2,084 | $130K |
| Aptus Capital Advisors, LLC | 0.00% | Add +105.3% | 2,063 | $128K |
| Harbor Asset Planning, Inc. | 0.11% | Reduce -5.4% | 2,062 | $128K |
| Concord Wealth Partners | 0.02% | Add +0.1% | 1,936 | $120K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,894 | $118K |
| Whittier Trust Co. | 0.00% | No change | 1,806 | $116K |
| Aspect Partners, LLC | 0.05% | No change | 1,758 | $109K |
| Sava Infond d.o.o. | 0.01% | Reduce -85.3% | 1,730 | $108K |
| Avalon Trust Co | 0.01% | Reduce -6.0% | 1,580 | $98K |
| EFG International AG | 0.00% | — | 1,510 | $94K |
| Financial Perspectives, Inc | 0.02% | Add +0.1% | 1,447 | $90K |
| Register Financial Advisors LLC | 0.03% | No change | 1,442 | $90K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,429 | $89K |
| Intesa Sanpaolo Wealth Management | 0.02% | — | 1,383 | $86K |
| Howe & Rusling Inc. | 0.01% | No change | 1,380 | $86K |
| HM Payson & Co. | 0.00% | No change | 1,380 | $86K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,373 | $85K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 1,367 | $85K |
| Estate Planners Group, LLC | 0.04% | — | 1,302 | $81K |
| Millstone Evans Group, LLC | 0.04% | Add +84.4% | 1,228 | $76K |
| SageView Advisory Group, LLC | 0.00% | New | 1,220 | $76K |
| Franklin Resources Inc. | 0.00% | No change | 1,220 | $76K |
| Barclays PLC | 0.00% | Reduce -64.1% | 1,152 | $72K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.1% | 1,150 | $71K |
| Assetmark, Inc. | 0.00% | Add +43.3% | 1,138 | $71K |
| Catherine Avery Investment Management LLC | 0.04% | No change | 1,112 | $69K |
| Brentview Investment Management LLC | 0.03% | No change | 1,000 | $62K |
| LM Advisors LLC | 0.24% | Reduce -94.1% | 3,707 | $60K |
| Sound Income Strategies, LLC | 0.00% | Add +12.3% | 957 | $59K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 933 | $58K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 918 | $57K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 911 | $57K |
| Trust Co | 0.01% | New | 906 | $56K |
| Tsfg, LLC | 0.01% | No change | 900 | $56K |
| Truvestments Capital LLC | 0.01% | No change | 900 | $56K |
| Clean Yield Group | 0.01% | No change | 840 | $52K |
| Canton Hathaway, LLC | 0.01% | No change | 834 | $52K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +27.5% | 793 | $49K |
| WealthShield Partners, LLC | 0.01% | No change | 792 | $49K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -39.9% | 784 | $49K |
| First United Bank & Trust | 0.01% | Reduce -6.4% | 730 | $45K |
| Key Financial Inc | 0.01% | Add +0.1% | 714 | $44K |
| Simplex Trading, LLC | 0.00% | New | 696 | $43K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.2% | 684 | $43K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 666 | $41K |
| Balentine LLC | 0.00% | No change | 654 | $41K |
| Westside Investment Management, Inc. | 0.01% | Reduce -7.7% | 650 | $40K |
| Golden State Wealth Management, LLC | 0.00% | No change | 640 | $40K |
| Clearstead Advisors, LLC | 0.00% | No change | 633 | $39K |
| Ballast Advisors LLC | 0.01% | No change | 630 | $39K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 628 | $39K |
| FWL Investment Management, LLC | 0.01% | Add +37.3% | 626 | $39K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 610 | $38K |
| Consultiva Wealth Management, Corp. | 0.10% | No change | 600 | $37K |
| United Financial Planning Group LLC | 0.02% | Add +1076.5% | 600 | $37K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $37K |
| Merrithew & Thorsten Inc | 0.04% | — | 601 | $37K |
| Copia Wealth Management | 0.03% | No change | 564 | $35K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 564 | $35K |
| 1 North Wealth Services LLC | 0.01% | Reduce -6.3% | 537 | $33K |
| Comprehensive Financial Planning, Inc. | 0.02% | No change | 519 | $32K |
| GAMMA Investing LLC | 0.00% | No change | 516 | $32K |
| Modus Advisors, LLC | 0.01% | New | 480 | $30K |
| Colonial Trust Advisors | 0.00% | No change | 460 | $29K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 459 | $29K |
| Atomic Invest LLC | 0.02% | — | 450 | $28K |
| 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 |
| Tucker Asset Management LLC | 0.01% | Reduce -9.0% | 427 | $27K |
| Valley National Advisers Inc. | 0.00% | Add +1.5% | 416 | $25K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +107.5% | 386 | $25K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.0% | 397 | $25K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 390 | $24K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 382 | $24K |
| Monetary Solutions, Ltd | 0.02% | — | 370 | $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% | No change | 360 | $22K |
| ORG Partners LLC | 0.00% | Add +89.5% | 360 | $22K |
| Rothschild Investment LLC | 0.00% | Add +0.3% | 357 | $22K |
| Align Financial, LLC | 0.01% | — | 21,007 | $21K |
| Archer Investment Corp | 0.00% | No change | 336 | $21K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | Reduce -23.8% | 320 | $20K |
| NBT Bank, N.A. | 0.00% | Add +3.3% | 62 | $20K |
| Gen-Wealth Partners Inc | 0.01% | No change | 277 | $17K |
| Sunrise Financial Services, LLC | 0.01% | — | 276 | $17K |
| Triumph Capital Management | 0.00% | New | 260 | $16K |
| Albion Financial Group | 0.00% | No change | 240 | $15K |
| SHP Wealth Management | 0.00% | — | 206 | $13K |
| Phillips Financial Management, LLC | 0.00% | No change | 200 | $12K |
| IMG Wealth Management, Inc. | 0.01% | Add +251.8% | 197 | $12K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 189 | $12K |
| Financial Freedom, LLC | 0.01% | No change | 166 | $10K |
| Fifth Third Bancorp | 0.00% | Reduce -37.3% | 155 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 151 | $9K |
| Imprint Wealth LLC | 0.04% | No change | 150 | $9K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -80.0% | 150 | $9K |
| Ancora Advisors LLC | 0.00% | Reduce -64.1% | 127 | $8K |
| Aventura Private Wealth, LLC | 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 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 102 | $6K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 102 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $6K |
| Realta Investment Advisors | 0.00% | No change | 100 | $6K |
| Horizon Investments, LLC | 0.00% | New | 86 | $5K |
| Morris Financial Concepts, Inc. | 0.00% | Reduce -30.0% | 70 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 67 | $4K |
| Perkins Coie Trust Co | 0.00% | No change | 63 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 61 | $4K |
| CDKV Holdings LLC | 0.00% | — | 61 | $4K |
| Wealth Watch Advisors, INC | 0.00% | No change | 60 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Reduce -1.6% | 60 | $4K |
| Arcadia Investment Management Corp. | 0.00% | No change | 51 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -88.1% | 50 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 42 | $3K |
| 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 |
| Fairway Wealth LLC | 0.00% | New | 30 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 24 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -99.7% | 20 | $1K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 18 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 18 | $1K |
| Go Invest LLC | 0.00% | — | 18 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 15 | $933 |
| Bernard Wealth Management Corp. | 0.00% | No change | 12 | $746 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10 | $622 |
| Bullseye Investment Management, LLC | 0.00% | New | 9 | $559 |
| First Pacific Financial | 0.00% | No change | 6 | $381 |
| Kingdom Financial Group LLC. | 0.00% | New | 1 | $74 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -66.7% | 1 | $48 |
"% 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.