iShares U.S. Medical DevicesIHIETF

13F holders, Q1 2026 (March 31)
511holders −46
45new positions
83sold out
4famous investors
$53.28avg. 13F price*

At the end of Q1 2026, 511 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, down 46 from Q4 2025. 45 opened new positions and 83 sold out. The largest holders were Morgan Stanley ($172.2M), Citigroup Inc. ($104.2M) and Goldman Sachs Group Inc. ($94.8M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
iShares U.S. Medical Devices
CUSIP
464288810
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 581Q1 2024Q2 2024: 545Q2 2024Q3 2024: 555Q3 2024Q4 2024: 565Q4 2024Q1 2025: 560Q1 2025Q2 2025: 547Q2 2025Q3 2025: 526Q3 2025Q4 2025: 557Q4 2025Q1 2026: 511Q1 2026Q2 2026: 503Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions45$20.7M
Exits83$71.6M

All 13F filers, Q4 2025 → Q1 2026: 6,017,547 shares bought and 5,858,784 shares sold, net +158,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 511 holders

Morgan Stanley 0.01% Reduce -6.2% 3,228,296 $172.2M
Citigroup Inc. 0.07% Add +861.9% 1,952,872 $104.2M
Goldman Sachs Group Inc. 0.01% Add +671.3% 1,777,796 $94.8M
Bank of America Corp. 0.01% Reduce -22.4% 1,344,915 $71.8M
LPL Financial LLC 0.02% Reduce -15.0% 1,289,684 $68.8M
Wells Fargo & Company 0.01% Add +18.0% 1,169,495 $62.4M
Two Sigma Investments, LP 0.05% Add +568.1% 1,117,000 $59.6M
UBS Group AG 0.01% Reduce -7.4% 946,706 $50.5M
Raymond James Financial Inc. 0.01% Add +37.8% 901,608 $48.1M
Royal Bank of Canada 0.01% Reduce -4.3% 729,683 $38.9M
Envestnet Asset Management Inc. 0.01% Add +3.7% 654,651 $34.9M
RiverFront Investment Group, LLC 0.36% Add +4.5% 437,370 $23.3M
Ameriprise Financial Inc. 0.00% Add +0.3% 329,602 $17.6M
D. E. Shaw & Co. 0.01% Add +787.3% 329,189 $17.6M
Foundations Investment Advisors, LLC 0.21% Add +10.1% 314,604 $16.8M
Commonwealth Equity Services, LLC 0.02% Add +0.5% 313,680 $16.7M
Wharton Business Group, LLC 0.59% Reduce -2.2% 292,975 $15.6M
Kingsview Wealth Management, LLC 0.21% Add +13.6% 286,729 $15.3M
Cetera Investment Advisers 0.01% Reduce -23.3% 249,409 $13.3M
Baker Avenue Asset Management, LP 0.28% Add +5.4% 226,743 $12.1M
Arkansas Financial Group, Inc. 1.61% Add +4.5% 211,861 $11.5M
HighTower Advisors, LLC 0.01% Add +4.0% 196,921 $10.5M
Jones Financial Companies LLLP 0.00% Add +0.9% 188,900 $10.0M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -35.7% 188,193 $10.0M
Point72 Asset Management 0.02% Add +65.4% 182,931 $9.8M
Sava Penzisko Drushtvo A.D. Skopje 2.97% Add +25.6% 182,281 $9.7M
Gerber Kawasaki Wealth & Investment Management 0.30% Add +0.9% 174,783 $9.3M
Equitable Holdings, Inc. 0.06% Add +0.2% 141,094 $8.8M
Osaic Holdings, Inc. 0.01% Reduce -23.2% 157,351 $8.4M
BNP Paribas Financial Markets 0.01% Reduce -41.5% 147,719 $7.9M
JPMorgan Chase & Co. 0.00% Add +21.9% 143,710 $7.6M
Redstone Wealth Management, LLC 5.99% Reduce -0.9% 141,001 $7.5M
Certified Advisory Corp 0.63% Reduce -3.8% 131,669 $7.0M
Cumberland Advisors Inc. 2.72% Reduce -0.2% 130,230 $6.9M
Mercer Global Advisors Inc. 0.01% Reduce -6.5% 128,644 $6.9M
Anchor Investment Management, LLC 0.50% Add +0.8% 111,615 $6.0M
Baird Financial Group, Inc. 0.01% Add +10.1% 111,264 $5.9M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -21.5% 110,088 $5.9M
Federation des caisses Desjardins du Quebec 0.02% Add +0.2% 109,862 $5.9M
Blair William & Co. 0.02% Reduce -0.6% 109,202 $5.8M
MML Investors Services, LLC 0.02% Reduce -18.1% 103,148 $5.5M
Altfest L J & Co. Inc. 0.58% Add +1515.8% 102,280 $5.5M
Barclays PLC 0.00% Add +8749.4% 101,945 $5.4M
LYNX Capital Group Ltd. 2.53% Reduce -0.6% 101,934 $5.4M
Safeguard Investment Advisory Group, LLC 1.49% Reduce -5.8% 101,117 $5.4M
Moors & Cabot, Inc. 0.23% Reduce -1.2% 99,803 $5.3M
Valicenti Advisory Services Inc. 1.10% Add +0.0% 94,555 $5.0M
EP Wealth Advisors, LLC 0.02% Reduce -5.3% 90,906 $4.8M
Marshall Wace, LLP 0.01% New 89,493 $4.8M
Means Investment Co., Inc. 0.41% Reduce -4.6% 88,900 $4.7M
Hamilton Wealth, LLC 0.91% Add +7.6% 87,920 $4.7M
Peapack Gladstone Financial Corp. 0.06% Reduce -3.5% 87,719 $4.7M
J. Goldman & Co LP 0.21% No change 83,942 $4.5M
Qube Research & Technologies Ltd 0.01% Reduce -65.9% 83,467 $4.5M
Centaurus Financial, Inc. 0.20% Reduce -0.2% 77,494 $4.1M
Menora Mivtachim Holdings LTD. 0.02% Reduce -97.1% 74,648 $4.0M
Mariner, LLC 0.00% Reduce -12.1% 74,455 $4.0M
B. Riley Wealth Advisors, Inc. 0.25% Reduce -21.0% 72,178 $3.8M
Capital Analysts, LLC 0.10% Reduce -13.7% 70,611 $3.8M
Creative Financial Designs Inc. 0.22% Add +1.8% 67,033 $3.6M
PNC Financial Services Group, Inc. 0.00% Reduce -0.5% 66,939 $3.6M
Stifel Financial Corp. 0.00% Reduce -26.9% 66,746 $3.6M
Principal Securities, Inc. 0.05% Reduce -3.3% 66,566 $3.6M
Capital Investment Advisory Services, LLC 0.25% Reduce -2.1% 64,057 $3.4M
NewEdge Advisors, LLC 0.01% Reduce -7.9% 62,314 $3.3M
Truist Financial Corp. 0.00% Reduce -9.4% 62,310 $3.3M
Fisher Asset Management 0.00% Reduce -34.4% 59,364 $3.2M
Segment Wealth Management, LLC 0.18% Reduce -9.0% 57,676 $3.1M
Somerset Group LLC 2.18% Add +0.3% 54,101 $2.9M
Anfield Capital Management, LLC 0.80% Add +9.4% 54,231 $2.9M
Cibc World Market Inc. 0.01% Add +7.4% 53,864 $2.9M
Capital Asset Advisory Services LLC 0.11% Add +4.0% 51,859 $2.8M
Diversified Enterprises, LLC 0.15% Add +0.6% 51,134 $2.7M
First Interstate Bank 0.15% Add +61.2% 50,890 $2.7M
&partners 0.01% Add +2.8% 48,857 $2.6M
Susquehanna International Group, LLP 0.00% Reduce -18.8% 48,531 $2.6M
NORTHSTAR ASSET MANAGEMENT Co 0.58% Reduce -1.0% 48,460 $2.6M
Chicago Partners Investment Group LLC 0.06% Reduce -3.3% 48,476 $2.6M
Charter Oak Capital Management, LLC 0.20% Reduce -1.2% 48,284 $2.6M
FMR LLC 0.00% Add +9.0% 44,651 $2.4M
Apollon Financial, LLC 0.32% Reduce -11.0% 43,925 $2.3M
Private Advisor Group, LLC 0.01% Reduce -7.2% 42,941 $2.3M
Concord Investment Counsel Inc. 0.76% Reduce -1.0% 42,437 $2.3M
Corient Private Wealth LP 0.00% Reduce -9.3% 41,170 $2.2M
Creative Planning 0.00% Add +0.1% 40,325 $2.2M
Kestra Advisory Services, LLC 0.01% Add +9.9% 40,243 $2.1M
Flow Traders U.S. LLC 0.07% New 39,978 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -20.5% 36,494 $1.9M
Destination Wealth Management 0.05% Add +4.3% 35,247 $1.9M
Madden Advisory Services, Inc. 0.74% Reduce -13.1% 34,982 $1.9M
Citizens Financial Group Inc. 0.03% Reduce -0.0% 34,768 $1.9M
Rockefeller Capital Management L.P. 0.00% Add +4.5% 34,651 $1.8M
TCP Asset Management, LLC 0.24% New 34,295 $1.8M
Signature Estate & Investment Advisors LLC 0.04% Reduce -1.8% 34,295 $1.8M
Integrated Advisors Network LLC 0.09% Reduce -34.8% 33,596 $1.8M
Steward Partners Investment Advisory, LLC 0.01% Add +52.4% 33,510 $1.8M
AQR Capital Management 0.00% Add +17.1% 33,226 $1.8M
Garrison Point Advisors, LLC 0.79% Reduce -0.3% 32,388 $1.7M
Bank of Montreal 0.00% Reduce -10.0% 31,372 $1.7M
Harbour Investments, Inc. 0.03% Add +199.8% 30,991 $1.7M
Geneos Wealth Management Inc. 0.04% Reduce -57.0% 30,612 $1.6M
Institute for Wealth Management, LLC. 0.17% Add +1.7% 29,782 $1.6M
Stratos Wealth Partners, LTD. 0.02% Reduce -9.8% 29,771 $1.6M
Kestra Private Wealth Services, LLC 0.02% Add +3.5% 29,675 $1.6M
High Point Wealth Management, LLC 1.54% Reduce -6.7% 29,278 $1.6M
Sumitomo Mitsui Financial Group, Inc. 0.03% Add +36.1% 29,005 $1.5M
Pinnacle Associates Ltd. 0.02% Reduce -1.9% 28,805 $1.5M
Ayalon Insurance Comp Ltd. 0.31% No change 28,799 $1.5M
Independent Advisor Alliance 0.02% New 28,291 $1.5M
Robertson Stephens Wealth Management, LLC 0.04% Add +5.0% 28,047 $1.5M
Mgo One Seven LLC 0.03% Reduce -0.6% 27,952 $1.5M
Dakota Wealth Management 0.03% Add +1.1% 27,829 $1.5M
Dale Q Rice Investment Management Ltd 1.10% Reduce -2.4% 27,324 $1.5M
Waverly Advisors, LLC 0.01% Add +0.6% 27,270 $1.5M
Hazlett, Burt & Watson, Inc. 0.45% Add +1.8% 27,133 $1.4M
Live Oak Private Wealth LLC 0.20% Reduce -5.9% 26,981 $1.4M
Evergreen Wealth Partners LLC 1.10% Reduce -37.9% 26,914 $1.4M
Orleans Capital Management Corp. 0.97% Reduce -7.8% 26,900 $1.4M
Dynamic Advisor Solutions LLC 0.04% Reduce -0.7% 26,590 $1.4M
Captrust Financial Advisors 0.00% Add +5.3% 26,485 $1.4M
Stonebridge Financial Planning Group, LLC 0.52% Reduce -9.1% 26,422 $1.4M
Tower Research Capital LLC (TRC) 0.04% Reduce -55.3% 26,370 $1.4M
Allworth Financial LP 0.01% Reduce -3.1% 26,027 $1.4M
Vision Retirement, LLC 0.38% Reduce -25.3% 25,273 $1.3M
Ameritas Advisory Services, LLC 0.05% Add +2.0% 24,804 $1.3M
Belpointe Asset Management LLC 0.05% Add +9.1% 24,637 $1.3M
PFG Investments, LLC 0.06% Reduce -2.1% 24,330 $1.3M
S&A Financial Services, Inc. 0.88% — 24,106 $1.3M
Regions Financial Corp. 0.01% Reduce -1.8% 24,099 $1.3M
Titiun Yejiel 1.25% No change 23,063 $1.2M
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +179.8% 23,029 $1.2M
Meridian Investment Counsel Inc. 0.29% Add +0.8% 22,907 $1.2M
Pacific Sun Financial Corp 0.59% Reduce -0.3% 22,901 $1.2M
Farther Finance Advisors, LLC 0.01% Add +14.0% 22,747 $1.2M
Darwin Wealth Management, LLC 0.37% New 22,041 $1.2M
Montecito Bank & Trust 0.19% Reduce -2.4% 21,806 $1.2M
Cornerstone Wealth Management, LLC 0.06% Reduce -4.0% 21,444 $1.1M
Kovack Advisors, Inc. 0.06% Add +93.5% 21,310 $1.1M
Pacific Center for Financial Services 0.29% Add +0.0% 21,092 $1.1M
Apollon Wealth Management, LLC 0.02% Reduce -11.6% 20,935 $1.1M
AdvisorNet Financial, Inc 0.06% Reduce -3.1% 20,852 $1.1M
IHT Wealth Management, LLC 0.03% Reduce -1.6% 20,681 $1.1M
Jaffetilchin Investment Partners, LLC 0.06% Reduce -6.6% 20,206 $1.1M
Brick & Kyle, Associates 0.34% Reduce -5.7% 19,127 $1.0M
World Investment Advisors 0.02% Reduce -1.2% 19,053 $1.0M
WP Advisors, LLC 0.26% Reduce -1.3% 18,523 $988K
TPG Advisors LLC 0.61% Reduce -22.5% 18,229 $973K
Sequoia Financial Advisors, LLC 0.01% Reduce -36.7% 18,138 $968K
Eaton Financial Holdings Company, LLC 0.31% Reduce -1.1% 17,945 $957K
Burke & Herbert Bank & Trust Co. 0.26% No change 17,900 $955K
Cypress Asset Management Inc. 0.22% No change 17,710 $945K
BIP Wealth, LLC 0.04% New 17,417 $929K
Paragon Financial Partners, Inc. 0.52% Reduce -7.8% 16,911 $919K
MCF Advisors LLC 0.04% Reduce -1.1% 16,985 $906K
Peddock Capital Advisors, LLC 0.20% Add +22.2% 16,736 $893K
Mathes Company, Inc. 0.32% No change 16,570 $884K
Composition Wealth, LLC 0.01% Reduce -22.6% 16,421 $876K
Cwm, LLC 0.00% Reduce -2.8% 16,392 $875K
Retirement Planning Co of New England, Inc. 0.35% Add +0.3% 16,354 $873K
Thrivent Financial for Lutherans 0.00% Reduce -19.4% 16,070 $857K
Wisconsin Wealth Advisors, LLC 0.84% Add +0.2% 16,040 $856K
V2 Financial group LLC 0.40% No change 16,000 $854K
Armor Investment Advisors, LLC 0.30% Reduce -8.7% 15,750 $840K
Brown Advisory Inc. 0.00% No change 15,307 $817K
Summit Financial, LLC 0.01% Add +42.0% 15,045 $803K
LOM Asset Management Ltd 0.23% Add +1.4% 14,940 $797K
Advisory Services Network, LLC 0.01% Add +3.1% 14,898 $795K
Commerce Bank 0.00% Add +73.8% 14,864 $793K
Brookstone Capital Management 0.01% Add +4.2% 14,695 $784K
Choreo, LLC 0.01% Add +11.1% 14,354 $771K
Snowden Capital Advisors LLC 0.02% Reduce -20.5% 14,316 $764K
Parallel Advisors, LLC 0.01% Add +0.3% 14,256 $761K
Exencial Wealth Advisors, LLC 0.02% Add +30.8% 14,239 $760K
Lido Advisors, LLC 0.00% Reduce -47.3% 14,193 $757K
Mutual Advisors, LLC 0.02% Add +8.7% 14,113 $753K
Bramshill Investments, LLC 0.06% Reduce -20.0% 14,000 $747K
TruWealth Advisors, LLC 0.04% Reduce -10.2% 13,976 $745K
Oppenheimer & Co. Inc. 0.01% Add +9.9% 13,939 $744K
Connecticut Wealth Management, LLC 0.03% Reduce -0.6% 13,802 $736K
Venture Visionary Partners LLC 0.02% No change 13,625 $727K
Aster Capital Management (DIFC) Ltd 0.24% New 11,961 $720K
Vectors Research Management, LLC 0.21% Reduce -31.9% 13,450 $718K
Bank Hapoalim BM 0.12% Reduce -14.6% 13,260 $707K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -2.5% 13,164 $702K
Fairvoy Private Wealth, LLC 0.17% New 13,011 $694K
Kingswood Wealth Advisors, LLC 0.03% Add +30.4% 13,004 $694K
Triangle Securities Wealth Management 0.16% Reduce -17.5% 12,911 $689K
Concurrent Investment Advisors, LLC 0.01% Reduce -18.9% 12,815 $684K
Spinnaker Trust 0.04% No change 12,604 $672K
Northern Trust Corp. 0.00% New 12,406 $662K
Variant Private Wealth, LLC 0.79% Add +0.1% 12,213 $652K
Guilbault Capital LLC 0.71% Add +4.2% 12,207 $651K
Sagespring Wealth Partners, LLC 0.01% No change 12,163 $649K
Wealthgarden F.S. LLC 0.44% Reduce -2.2% 12,105 $646K
Guerra Pan Advisors, LLC 0.39% No change 11,962 $638K
Arax Advisory Partners 0.02% Reduce -16.4% 11,897 $635K
Sax Wealth Advisors, LLC 0.03% No change 10,141 $630K
Paragon Private Wealth Management, LLC 0.20% Add +4.8% 11,811 $630K
Ogorek Anthony Joseph /NY/ 0.17% Add +0.0% 11,763 $627K
Cornerstone Advisory, LLC 0.06% No change 11,615 $620K
Quantitative Investment Management, LLC 0.06% New 11,612 $619K
Beacon Pointe Advisors, LLC 0.00% Reduce -14.2% 11,519 $615K
NorthRock Partners, LLC 0.01% Reduce -1.9% 11,499 $613K
Integrity Alliance, Llc. 0.02% New 11,487 $613K
Watchman Group, Inc. 0.15% No change 11,380 $607K
Carnegie Investment Counsel 0.01% Reduce -16.7% 11,319 $604K
First Wilshire Securities Management Inc. 0.14% No change 11,300 $603K
LRI Investments, LLC 0.05% No change 11,241 $600K
Main Street Financial Solutions, LLC 0.04% Add +20.8% 11,208 $598K
Phraction Management LLC 0.16% No change 11,091 $592K
HB Wealth Management, LLC 0.00% No change 11,064 $590K
AAFMAA Wealth Management & Trust LLC 0.23% Add +22.1% 11,024 $588K
Joseph P. Lucia & Associates, LLC 0.21% Reduce -9.1% 10,974 $585K
Sowell Financial Services LLC 0.02% Add +0.4% 10,948 $584K
Resurgent Financial Advisors LLC 0.21% Add +17.3% 10,931 $583K
RPS Advisory Solutions LLC 0.33% Reduce -1.8% 10,873 $580K
Sovran Advisors, LLC 0.05% Reduce -4.8% 11,319 $578K
Summit Trail Advisors, LLC 0.01% No change 10,821 $577K
Sanctuary Advisors, LLC 0.00% Reduce -6.7% 10,716 $572K
Wealthfront Advisers LLC 0.00% Reduce -5.1% 10,585 $565K
MMBG Investment Advisors Co. 0.05% No change 10,435 $557K
Blue Chip Partners, LLC 0.04% New 10,301 $550K
Cary Street Partners Financial LLC 0.01% Reduce -2.4% 10,234 $546K
Sigma Planning Corp 0.01% Reduce -18.0% 10,088 $538K
CreativeOne Wealth, LLC 0.01% Reduce -4.3% 9,912 $529K
PW Nova Financial Services LLC 0.14% New 9,788 $522K
Ashton Thomas Private Wealth, LLC 0.01% No change 9,574 $511K
Sage Capital Management, LLC 0.23% Add +1.8% 9,364 $500K
FinDec Wealth Services, Inc. 0.61% Reduce -8.0% 9,312 $497K
First Foundation Advisors 0.02% No change 9,290 $496K
Clear Creek Financial Management, LLC 0.04% Reduce -11.7% 9,160 $489K
Fortis Capital Advisors, LLC 0.06% Add +35.3% 9,134 $487K
Quantinno Capital Management LP 0.00% Add +12.6% 9,027 $482K
Breachway Investments LLC 0.45% Add +3.4% 8,716 $466K
Y.D. More Investments Ltd 0.02% Reduce -15.4% 8,568 $456K
MAI Capital Management 0.00% Reduce -11.5% 8,527 $455K
Riverpoint Wealth Management Holdings, LLC 0.10% Add +0.1% 8,511 $454K
One Capital Management, LLC 0.01% New 8,496 $453K
Merit Financial Group, LLC 0.00% Reduce -52.3% 8,308 $443K
Insigneo Advisory Services, LLC 0.03% Reduce -2.1% 8,302 $443K
D.A. Davidson & Co. 0.00% Add +0.0% 8,279 $442K
Physician Wealth Advisors, Inc. 0.06% Add +7.8% 8,265 $441K
M&T Bank Corp 0.00% Add +3.0% 8,263 $441K
Houlihan Financial Resource Group, Ltd. 0.17% No change 8,220 $439K
Tranquilli Financial Advisor LLC 0.26% Add +5.2% 8,217 $438K
Banque Cantonale Vaudoise 0.02% No change 8,172 $436K
Opes Wealth Management LLC 0.07% No change 8,160 $435K
Manchester Capital Management LLC 0.06% Add +8.1% 8,110 $433K
Koshinski Asset Management, Inc. 0.03% Add +1.1% 8,081 $431K
WealthSpring Partners, LLC 0.39% No change 8,039 $429K
Western Wealth Management, LLC 0.02% Reduce -17.7% 8,019 $428K
US Bancorp \de 0.00% Reduce -72.1% 8,000 $427K
Caldwell Trust Co 0.04% Reduce -2.0% 7,942 $424K
Wedmont Private Capital 0.01% Reduce -0.8% 7,681 $417K
Finivi Inc. 0.23% Reduce -18.4% 7,737 $413K
KCM Investment Advisors LLC 0.01% No change 7,566 $404K
Pettyjohn, Wood & White, Inc. 0.06% No change 7,535 $402K
Financial Management, Inc. 0.37% Reduce -0.1% 7,456 $398K
Z3 Capital Partners, LLC 0.10% Reduce -15.4% 7,432 $396K
Lanark Financial, Inc. 0.03% Reduce -21.2% 7,412 $395K
Circle Wealth Management, LLC 0.01% No change 7,406 $395K
Balance Wealth Partners LLC 0.12% Reduce -9.1% 7,401 $395K
Hyposwiss Advisors SA 0.39% No change 7,362 $393K
Prosperity Consulting Group, LLC 0.02% Reduce -32.5% 7,357 $392K
Harbor Investment Advisory, LLC 0.03% No change 7,309 $390K
Fox Hill Wealth Management 0.19% Reduce -2.7% 7,303 $390K
Orion Porfolio Solutions, LLC 0.00% Reduce -13.8% 7,219 $385K
Delta Asset Management LLC 0.04% No change 7,200 $384K
Focus Partners Wealth 0.00% Reduce -35.9% 7,154 $382K
BCV Asset Management Inc. 0.01% New 7,223 $380K
Meridian Wealth Management, LLC 0.01% Add +0.0% 7,080 $378K
Ieq Capital, LLC 0.00% No change 7,063 $377K
AlTi Global, Inc. 0.01% Reduce -4.5% 7,020 $375K
LaSalle St. Investment Advisors, LLC 0.05% Add +0.0% 6,946 $371K
TD Waterhouse Canada Inc. 0.00% Reduce -82.1% 6,924 $370K
Jacobi Capital Management LLC 0.02% Reduce -6.0% 6,823 $364K
Sun Group Wealth Partners 0.29% New 6,818 $364K
Strategic Investment Solutions, Inc. 0.09% Reduce -0.9% 6,765 $361K
Benjamin Edwards Inc. 0.00% Reduce -1.0% 6,740 $360K
Arwa LLC 0.18% New 6,625 $356K
Panoramic Investment Advisors, LLC 0.19% Add +0.0% 6,650 $355K
Welch Group, LLC 0.01% No change 6,630 $354K
Wedbush Securities Inc. 0.01% Reduce -16.7% 6,563 $350K
Traynor Capital Management, Inc. 0.02% Reduce -1.2% 6,582 $346K
Avior Wealth Management, LLC 0.01% Reduce -19.2% 6,393 $341K
Creekside Partners 0.14% No change 6,360 $339K
Mascoma Wealth Management LLC 0.07% Reduce -1.0% 6,299 $336K
Jane Street Group, LLC 0.00% Reduce -31.7% 6,277 $335K
Credit Agricole S A 0.00% Add +29.7% 6,255 $334K
Prospera Financial Services Inc 0.01% Reduce -24.8% 6,224 $332K
Primoris Wealth Advisors, LLC 0.23% Add +0.0% 6,187 $330K
Montis Financial, LLC 0.07% Reduce -39.0% 6,182 $330K
Kraft, Davis & Associates, LLC 0.07% No change 6,466 $330K
Comprehensive Money Management Services LLC 0.22% Reduce -0.2% 6,172 $329K
National Bank of Canada 0.00% Reduce -1.5% 6,149 $328K
Larson Financial Group LLC 0.01% Add +10.5% 6,132 $327K
Nwam LLC 0.02% Reduce -8.9% 6,122 $327K
Cresset Asset Management, LLC 0.00% Add +29.1% 6,105 $326K
Shufro Rose & Co. LLC 0.02% No change 5,900 $315K
Spire Wealth Management 0.01% Reduce -16.1% 5,872 $313K
Laurel Oak Wealth Management, LLC 0.05% No change 5,848 $312K
PCG Wealth Advisors, LLC 0.08% Add +0.0% 5,840 $312K
Independent Financial Group, LLC 0.01% No change 5,835 $311K
O'shaughnessy Asset Management, LLC 0.00% Add +2.6% 5,772 $308K
Sound View Wealth Advisors Group, LLC 0.02% Add +0.8% 5,726 $305K
Cutler Investment Counsel LLC 0.03% Reduce -2.1% 5,673 $303K
Capital Developers, LLC 0.27% Add +3.8% 5,604 $299K
Financial Partners Group, Inc 0.04% Reduce -5.7% 5,577 $298K
ALM First Financial Advisors, LLC 0.05% No change 5,568 $297K
Stratos Wealth Advisors, LLC 0.02% Reduce -81.2% 5,556 $296K
Stephens Inc. 0.00% Reduce -20.1% 5,556 $296K
Brighton Jones LLC 0.01% New 5,544 $296K
Signet Financial Management, LLC 0.03% Reduce -0.1% 5,484 $293K
Arkadios Wealth Advisors 0.00% Reduce -2.2% 5,478 $292K
Gladstone Institutional Advisory LLC 0.01% Add +5.9% 5,475 $292K
U.S. Capital Wealth Advisors, LLC 0.01% Add +32.5% 5,468 $292K
Mason & Associates Inc 0.06% Add +10.8% 5,477 $288K
Aureus Asset Management, LLC 0.02% New 5,400 $288K
Cahill Financial Advisors Inc. 0.03% Add +0.0% 5,302 $283K
Caliber Wealth Management, LLC / KS 0.03% Reduce -1.6% 5,226 $279K
LaFleur & Godfrey LLC 0.03% Add +3.4% 5,189 $277K
StoneX Group Inc. 0.01% Reduce -12.4% 5,147 $274K
IMC-Chicago, LLC 0.00% Reduce -63.0% 5,066 $270K
Founders Financial Securities LLC 0.02% Reduce -2.9% 4,968 $267K
Wealthspire Advisors, LLC 0.00% Add +7.8% 5,007 $267K
Great Valley Advisor Group, Inc. 0.00% No change 4,958 $265K
Client 1ST Advisory Group, LLC 0.08% Reduce -10.7% 4,950 $264K
Carrera Capital Advisors 0.04% Add +0.0% 4,948 $264K
Savant Capital, LLC 0.00% Reduce -6.8% 4,908 $262K
Elevation Point Wealth Partners, LLC 0.01% New 4,889 $261K
Vestmark Advisory Solutions, Inc. 0.00% New 4,889 $261K
Sunbelt Securities, Inc. 0.02% No change 4,845 $258K
Acropolis Investment Management, LLC 0.01% No change 4,800 $256K
Carroll Advisory Group, LLC 0.10% No change 4,769 $254K
Colonial Trust Co / SC 0.03% No change 4,718 $252K
Scotia Capital Inc. 0.00% Reduce -14.4% 4,605 $246K
International Assets Investment Management, LLC 0.02% Reduce -17.7% 4,592 $245K
Great Lakes Retirement, Inc. 0.02% No change 4,424 $236K
Thoroughbred Financial Services, LLC 0.01% Reduce -3.9% 4,426 $236K
Valeo Financial Advisors, LLC 0.01% Add +0.1% 4,394 $234K
Y-Intercept (Hong Kong) Ltd 0.00% New 4,327 $231K
Fifth Third Bancorp 0.00% Add +2688.4% 4,322 $231K
Bernardo Wealth Planning LLC 0.04% No change 4,212 $225K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -40.4% 4,191 $224K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +0.1% 4,190 $224K
McElhenny Sheffield Capital Management, LLC 0.06% No change 4,158 $222K
Wealthcare Advisory Partners LLC 0.00% Reduce -13.2% 4,100 $219K
AE Wealth Management LLC 0.00% Reduce -11.3% 4,036 $215K
Laird Norton Wetherby Trust Company, LLC 0.00% Reduce -32.1% 4,032 $215K
Blue Water Asset Management 0.07% Reduce -0.3% 4,019 $214K
LeClair Wealth Partners LLC 0.07% New 4,019 $214K
Coquina Private Wealth LLC 0.17% Reduce -31.5% 4,014 $214K
Valmark Advisers, Inc. 0.00% Add +0.2% 3,989 $213K
Gallacher Capital Management LLC 0.08% No change 3,979 $212K
Hudock, Inc. 0.03% No change 3,891 $208K
Strategic Advisors LLC 0.03% No change 3,876 $207K
Pinnacle Bancorp, Inc. 0.06% No change 3,835 $205K
Money Concepts Capital Corp. 0.01% Reduce -8.7% 3,808 $203K
Advisory Alpha, LLC 0.01% Reduce -8.1% 3,795 $203K
Global View Capital Management LLC 0.05% Reduce -20.4% 3,781 $202K
IFP Advisors, Inc 0.00% Add +5.8% 3,732 $199K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +160.0% 3,716 $198K
Montag A & Associates Inc. 0.01% No change 3,680 $196K
Glen Eagle Advisors, LLC 0.03% Reduce -6.3% 3,572 $191K
Hilltop National Bank 0.05% No change 3,555 $190K
Clearstead Trust, LLC 0.03% No change 3,400 $181K
Private Trust Co. NA 0.02% Reduce -44.7% 3,383 $180K
Cassaday & Co Wealth Management LLC 0.00% New 3,311 $177K
Activest Wealth Management 0.03% Add +0.0% 3,301 $176K
AlphaCore Capital LLC 0.00% Reduce -12.1% 3,043 $162K
Strategic Wealth Partners, Ltd. 0.01% Add +3.2% 2,966 $158K
Sankala Group LLC 0.13% No change 2,931 $157K
Peterson Wealth Services 0.04% No change 2,894 $154K
Viewpoint Investment Partners Corp. 0.07% Reduce -16.6% 61,974 $151K
Biltmore Family Office, LLC 0.02% No change 2,700 $144K
Steigerwald, Gordon & Koch Inc. 0.01% Reduce -4.8% 2,610 $139K
Salem Investment Counselors Inc. 0.00% New 2,599 $139K
Wall Street Financial Group, Inc. 0.08% New 2,517 $134K
Brown Brothers Harriman & Co. 0.00% No change 2,473 $132K
Atlantic Union Bankshares Corp 0.00% No change 2,177 $116K
Bogart Wealth, LLC 0.00% No change 2,148 $115K
Monetary Management Group Inc. 0.03% Reduce -12.5% 2,100 $112K
Blue Trust, Inc. 0.00% No change 2,084 $111K
FAS Wealth Partners, Inc. 0.01% No change 1,894 $101K
Ashton Thomas Securities, LLC 0.01% New 1,873 $100K
Harbor Asset Planning, Inc. 0.08% Reduce -9.4% 1,868 $100K
Aspect Partners, LLC 0.04% No change 1,758 $94K
Aptus Capital Advisors, LLC 0.00% Reduce -20.7% 1,636 $87K
Register Financial Advisors LLC 0.03% Add +9.9% 1,585 $85K
Brentview Investment Management LLC 0.03% Add +50.0% 1,500 $80K
Intesa Sanpaolo Wealth Management 0.02% No change 1,383 $74K
Howe & Rusling Inc. 0.00% No change 1,380 $74K
HM Payson & Co. 0.00% No change 1,380 $74K
Hantz Financial Services, Inc. 0.00% No change 1,373 $73K
Valley Wealth Managers, Inc. 0.00% No change 1,367 $73K
St Germain D J Co. Inc. 0.00% Reduce -97.8% 1,310 $70K
Founders Financial Alliance, LLC 0.01% Add +66.7% 1,307 $70K
Millstone Evans Group, LLC 0.04% No change 1,228 $66K
Franklin Resources Inc. 0.00% No change 1,220 $65K
EFG International AG 0.00% Reduce -20.5% 1,200 $64K
Financial Perspectives, Inc 0.02% Reduce -20.8% 1,146 $61K
Catherine Avery Investment Management LLC 0.03% No change 1,112 $59K
LM Advisors LLC 0.32% Reduce -16.6% 3,091 $58K
Assetmark, Inc. 0.00% Reduce -7.0% 1,058 $56K
Ameliora Wealth Management Ltd. 0.02% New 1,000 $53K
Merkkuri Wealth Advisors LLC 0.04% New 992 $53K
Russell Investments Group, Ltd. 0.00% Reduce -14.3% 985 $53K
GHP Investment Advisors, Inc. 0.00% No change 933 $50K
Nalls Sherbakoff Group, LLC 0.04% No change 918 $49K
Rosenberg Matthew Hamilton 0.01% No change 911 $49K
Truvestments Capital LLC 0.01% No change 900 $48K
Tsfg, LLC 0.01% No change 900 $48K
Glass Jacobson Investment Advisors llc 0.02% Add +12.7% 894 $48K
Sound Income Strategies, LLC 0.00% Reduce -7.8% 882 $47K
FWL Investment Management, LLC 0.01% Add +36.9% 857 $46K
Clean Yield Group 0.01% No change 840 $45K
Canton Hathaway, LLC 0.01% No change 834 $44K
Avalon Trust Co 0.00% Reduce -49.4% 800 $43K
Key Financial Inc 0.01% No change 714 $38K
Balentine LLC 0.00% No change 654 $35K
Westside Investment Management, Inc. 0.01% No change 650 $35K
Mather Group, Llc. 0.00% New 646 $34K
Golden State Wealth Management, LLC 0.00% No change 640 $34K
CoreCap Advisors, LLC 0.00% Reduce -7.3% 634 $34K
Clearstead Advisors, LLC 0.00% No change 633 $34K
Prestige Wealth Management Group LLC 0.01% Reduce -98.9% 631 $34K
Ballast Advisors LLC 0.01% No change 630 $34K
Whittier Trust Co. 0.00% Reduce -65.1% 630 $34K
Ascentis Wealth Management, LLC 0.01% No change 610 $33K
Scarborough Advisors, LLC 0.00% New 608 $32K
Consultiva Wealth Management, Corp. 0.09% No change 600 $32K
Princeton Global Asset Management LLC 0.01% No change 600 $32K
Merrithew & Thorsten Inc 0.03% Add +0.2% 602 $32K
Destiny Wealth Partners, LLC 0.00% New 594 $32K
RMG Wealth Management LLC 0.00% New 660 $31K
Copia Wealth Management 0.02% No change 564 $30K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -0.9% 559 $30K
GAMMA Investing LLC 0.00% No change 516 $28K
1 North Wealth Services LLC 0.01% Reduce -10.1% 483 $26K
Colonial Trust Advisors 0.00% No change 460 $25K
Country Trust Bank 0.00% No change 450 $24K
TD Private Client Wealth LLC 0.00% Add +13.3% 450 $24K
American National Bank & Trust 0.00% No change 450 $24K
Mark Sheptoff Financial Planning, LLC 0.01% No change 450 $22K
Comprehensive Financial Planning, Inc. 0.01% Reduce -24.9% 390 $21K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 390 $21K
Whittier Trust Co. of Nevada Inc. 0.00% No change 386 $21K
Monetary Solutions, Ltd 0.02% No change 370 $20K
N.E.W. Advisory Services LLC 0.00% No change 362 $19K
Ascentis Independent Advisors 0.00% New 360 $19K
North Star Investment Management Corp. 0.00% No change 360 $19K
Edmond DE Rothschild Holding S.A. 0.00% No change 360 $19K
Rothschild Investment LLC 0.00% No change 357 $19K
Tucker Asset Management LLC 0.01% Reduce -18.3% 349 $19K
Pacifica Partners Inc. 0.01% New 348 $19K
Align Financial, LLC 0.01% Reduce -98.4% 338 $18K
Valley National Advisers Inc. 0.00% Reduce -17.6% 343 $18K
Archer Investment Corp 0.00% No change 336 $18K
Glenmede Trust Co. NA 0.00% New 334 $18K
SHP Wealth Management 0.00% Add +58.7% 327 $17K
Owl Creek Wealth Partners LLC 0.01% — 324 $17K
Evelyn Partners Investment Management Services Ltd 0.00% No change 320 $17K
NBT Bank, N.A. 0.00% Add +412.9% 318 $17K
Legend Capital Advisors LLC 0.01% New 300 $16K
Gen-Wealth Partners Inc 0.00% No change 277 $15K
Sunrise Financial Services, LLC 0.01% No change 276 $15K
JFS Wealth Advisors, LLC 0.00% New 250 $13K
Albion Financial Group 0.00% No change 240 $13K
Capital Advisors, Ltd. LLC 0.00% New 222 $12K
Bessemer Group Inc. 0.00% New 210 $11K
Phillips Financial Management, LLC 0.00% No change 200 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 189 $10K
Keating Financial Advisory Services, Inc. 0.00% Add +128.4% 153 $8K
Cedar Mountain Advisors, LLC 0.00% No change 151 $8K
Imprint Wealth LLC 0.04% No change 150 $8K
Global Trust Asset Management, LLC 0.00% No change 150 $8K
Innovative Asset Advisors Group, LLC 0.00% — 150 $8K
City State Bank 0.00% Add +23.8% 130 $7K
Ancora Advisors LLC 0.00% No change 127 $7K
Aventura Private Wealth, LLC 0.00% No change 126 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 125 $7K
Wolff Wiese Magana LLC 0.00% No change 120 $6K
First United Bank & Trust 0.00% Reduce -83.6% 120 $6K
Central Pacific Bank - Trust Division 0.00% No change 120 $6K
Halbert Hargrove Global Advisors, LLC 0.00% No change 102 $5K
Realta Investment Advisors 0.00% No change 100 $5K
Costello Asset Management, INC 0.00% No change 100 $5K
Guardian Wealth Advisors, LLC / NC 0.00% New 92 $5K
BlackRock, Inc. 0.00% Reduce -98.0% 75 $4K
CDKV Holdings LLC 0.00% No change 61 $3K
Godfrey Financial Associates, Inc. 0.00% No change 61 $3K
Synergy Investment Management, LLC 0.00% New 61 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 60 $3K
IMG Wealth Management, Inc. 0.00% Reduce -71.6% 56 $3K
Arcadia Investment Management Corp. 0.00% No change 51 $3K
Corient IA LP 0.00% New 50 $3K
Morris Financial Concepts, Inc. 0.00% Reduce -28.6% 50 $3K
Triumph Capital Management 0.00% Reduce -80.8% 50 $3K
Smartleaf Asset Management LLC 0.00% No change 50 $3K
WealthShield Partners, LLC 0.00% Reduce -94.7% 42 $2K
Avion Wealth 0.00% No change 38 $2K
Gill Capital Partners, LLC 0.00% New 30 $2K
EverSource Wealth Advisors, LLC 0.00% No change 24 $1K
Go Invest LLC 0.00% Add +11.1% 20 $1K
Ameriflex Group, Inc. 0.00% No change 18 $963
Legacy Wealth Managment, LLC 0.00% No change 15 $801
Bernard Wealth Management Corp. 0.00% No change 12 $641
Bullseye Investment Management, LLC 0.00% No change 9 $480
First Pacific Financial 0.00% No change 6 $328
Lloyd Advisory Services, LLC. 0.00% New 1 $64
Kingdom Financial Group LLC. 0.00% No change 1 $64

"% 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.