iShares U.S. Medical DevicesIHIETF

13F holders, Q2 2026 (June 30)
503holders −8
67new positions
69sold out
6famous investors
$49.37avg. 13F price*

At the end of Q2 2026, 503 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, down 8 from Q1 2026. 67 opened new positions and 69 sold out. The largest holders were Morgan Stanley ($126.0M), Two Sigma Investments, LP ($124.2M) and Citigroup Inc. ($104.7M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions67$121.2M
Exits69$41.4M

All 13F filers, Q1 2026 → Q2 2026: 8,023,969 shares bought and 4,670,053 shares sold, net +3,353,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 503 holders

Morgan Stanley 0.01% Reduce -21.0% 2,549,908 $126.0M
Two Sigma Investments, LP 0.10% Add +125.0% 2,513,300 $124.2M
Citigroup Inc. 0.05% Add +8.6% 2,119,844 $104.7M
Bank of America Corp. 0.01% Add +42.2% 1,912,214 $94.5M
LPL Financial LLC 0.01% Reduce -8.7% 1,178,001 $58.2M
Royal Bank of Canada 0.01% Add +55.7% 1,136,070 $56.1M
Wells Fargo & Company 0.01% Reduce -25.0% 877,517 $43.4M
UBS Group AG 0.01% Reduce -8.2% 869,222 $42.9M
Annex Advisory Services, LLC 0.57% New 680,069 $33.6M
Raymond James Financial Inc. 0.01% Reduce -25.4% 672,660 $33.2M
D. E. Shaw & Co. 0.02% Add +102.8% 667,627 $33.0M
Envestnet Asset Management Inc. 0.01% Add +0.6% 658,740 $32.5M
Marshall Wace, LLP 0.03% Add +594.6% 621,621 $30.7M
Goldman Sachs Group Inc. 0.00% Reduce -69.2% 548,004 $27.1M
RiverFront Investment Group, LLC 0.27% Reduce -4.1% 419,481 $20.7M
Federation des caisses Desjardins du Quebec 0.06% Add +259.2% 394,591 $19.5M
Kingsview Wealth Management, LLC 0.23% Add +31.3% 376,493 $18.6M
TD Asset Management Inc 0.02% New 367,200 $18.1M
Ameriprise Financial Inc. 0.00% Add +8.1% 356,119 $17.6M
Susquehanna International Group, LLP 0.01% Add +552.7% 316,762 $15.7M
Whittier Trust Co. 0.14% Add +44041.9% 278,094 $14.5M
Wharton Business Group, LLC 0.45% Reduce -6.6% 273,580 $13.5M
Baker Avenue Asset Management, LP 0.23% Add +10.3% 250,115 $12.4M
Millennium Management 0.01% New 250,020 $12.4M
Redstone Wealth Management, LLC 7.52% Add +65.5% 233,348 $11.5M
Hamilton Wealth, LLC 2.09% Add +162.9% 231,147 $11.4M
Cetera Investment Advisers 0.01% Reduce -9.2% 226,567 $11.2M
Commonwealth Equity Services, LLC 0.01% Reduce -33.1% 209,746 $10.4M
Arkansas Financial Group, Inc. 1.29% Reduce -5.5% 200,285 $9.9M
HighTower Advisors, LLC 0.01% Add +0.3% 197,443 $9.8M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -1.9% 184,550 $9.5M
Sava Penzisko Drushtvo A.D. Skopje 2.44% Add +8.8% 198,379 $9.1M
Osaic Holdings, Inc. 0.01% Add +13.8% 179,007 $8.8M
Point72 Asset Management 0.01% Reduce -2.6% 178,122 $8.8M
MML Investors Services, LLC 0.02% Add +65.7% 170,933 $8.4M
Jones Financial Companies LLLP 0.00% Reduce -14.4% 161,648 $8.2M
Altfest L J & Co. Inc. 0.75% Add +53.8% 157,345 $7.8M
Baird Financial Group, Inc. 0.01% Add +39.2% 154,893 $7.7M
Mercer Global Advisors Inc. 0.01% Add +19.7% 153,972 $7.6M
JPMorgan Chase & Co. 0.00% Add +3.8% 149,105 $7.6M
Creative Financial Designs Inc. 0.32% Add +102.4% 135,649 $6.7M
Journey Advisory Group, LLC 0.51% New 134,066 $6.6M
Cumberland Advisors Inc. 2.29% Add +0.9% 131,470 $6.5M
LYNX Capital Group Ltd. 2.51% Add +23.3% 125,665 $6.2M
Whittier Trust Co. of Nevada Inc. 0.12% Add +30358.5% 117,570 $6.1M
Anchor Investment Management, LLC 0.43% Add +4.5% 116,624 $5.8M
Cannon Advisors, Inc. 3.42% New 114,080 $5.6M
Blair William & Co. 0.01% Reduce -0.3% 108,904 $5.4M
Equitable Holdings, Inc. 0.03% Reduce -26.3% 103,983 $5.1M
Janney Montgomery Scott LLC 0.01% New 102,552 $5.1M
Stifel Financial Corp. 0.00% Add +49.4% 99,693 $4.9M
EP Wealth Advisors, LLC 0.02% Add +8.3% 98,494 $4.9M
Safeguard Investment Advisory Group, LLC 1.10% Reduce -4.5% 96,571 $4.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.3% 95,487 $4.7M
Valicenti Advisory Services Inc. 0.87% Reduce -0.8% 93,753 $4.6M
Quantitative Investment Management, LLC 0.50% Add +706.7% 93,677 $4.6M
Centaurus Financial, Inc. 0.17% Add +15.0% 89,149 $4.4M
Moors & Cabot, Inc. 0.17% Reduce -11.5% 88,308 $4.4M
Peapack Gladstone Financial Corp. 0.05% Reduce -1.3% 86,557 $4.3M
Gerber Kawasaki Wealth & Investment Management 0.11% Reduce -51.8% 84,282 $4.2M
J. Goldman & Co LP 0.15% No change 83,942 $4.1M
Means Investment Co., Inc. 0.30% Reduce -9.9% 80,072 $4.0M
Axxcess Wealth Management, LLC 0.06% New 77,986 $3.9M
NewEdge Advisors, LLC 0.01% Add +21.4% 75,655 $3.7M
Capital Analysts, LLC 0.08% Reduce -5.9% 66,463 $3.3M
Kestra Advisory Services, LLC 0.01% Add +61.0% 64,790 $3.2M
PNC Financial Services Group, Inc. 0.00% Reduce -4.5% 63,955 $3.2M
Principal Securities, Inc. 0.04% Reduce -4.2% 63,754 $3.2M
Truist Financial Corp. 0.00% Reduce -4.1% 59,753 $3.0M
Segment Wealth Management, LLC 0.15% Add +2.0% 58,821 $2.9M
Cauble & Harre Wealth Management, Inc. 2.33% New 58,768 $2.9M
Aster Capital Management (DIFC) Ltd 0.60% Add +374.5% 56,760 $2.8M
Somerset Group LLC 1.88% Reduce -3.5% 52,231 $2.7M
Simplex Trading, LLC 0.07% New 54,190 $2.7M
Capital Asset Advisory Services LLC 0.10% Add +3.6% 53,719 $2.7M
Cibc World Market Inc. 0.00% Reduce -0.6% 53,559 $2.6M
Bank of Montreal 0.00% Add +70.1% 53,353 $2.6M
Fisher Asset Management 0.00% Reduce -10.4% 53,213 $2.6M
First Interstate Bank 0.13% Reduce -0.5% 50,622 $2.5M
O'Connor Alternative Investments LLC 0.23% New 50,000 $2.5M
Diversified Enterprises, LLC 0.12% Reduce -3.2% 49,491 $2.4M
&partners 0.01% Add +0.8% 49,239 $2.4M
NORTHSTAR ASSET MANAGEMENT Co 0.45% Reduce -1.4% 47,760 $2.4M
B. Riley Wealth Advisors, Inc. 0.12% Reduce -38.7% 44,262 $2.2M
Mariner, LLC 0.00% Reduce -39.6% 44,958 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +21.6% 44,370 $2.2M
Chicago Partners Investment Group LLC 0.04% Reduce -8.9% 44,153 $2.2M
First American Bank 0.12% New 43,896 $2.2M
Tidal Investments LLC 0.01% New 42,783 $2.1M
Ameritas Advisory Services, LLC 0.04% Add +71.3% 42,498 $2.1M
Certified Advisory Corp 0.17% Reduce -67.8% 42,418 $2.1M
Concord Investment Counsel Inc. 0.57% Reduce -0.3% 42,288 $2.1M
Renaissance Technologies 0.00% New 41,500 $2.1M
GTS Securities LLC 0.04% New 41,061 $2.0M
Destination Wealth Management 0.05% Add +16.2% 40,948 $2.0M
BNP Paribas Financial Markets 0.00% Reduce -72.6% 40,497 $2.0M
Waverly Advisors, LLC 0.01% Add +45.3% 39,617 $2.0M
Apollon Financial, LLC 0.22% Reduce -13.6% 37,974 $1.9M
Creative Planning 0.00% Reduce -7.4% 37,348 $1.8M
Corient Private Wealth LP 0.00% Reduce -10.8% 36,727 $1.8M
FMR LLC 0.00% Reduce -19.0% 36,151 $1.8M
Focus Partners Wealth 0.00% Add +403.8% 36,043 $1.8M
Sumitomo Mitsui Financial Group, Inc. 0.03% Add +23.7% 35,868 $1.8M
Mgo One Seven LLC 0.03% Add +24.4% 34,759 $1.7M
Citizens Financial Group Inc. 0.02% Reduce -1.3% 34,313 $1.7M
Madden Advisory Services, Inc. 0.59% Reduce -4.5% 33,420 $1.7M
AQR Capital Management 0.00% Add +0.1% 33,273 $1.6M
Quattro Financial Advisors LLC 0.35% New 33,134 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.2% 33,111 $1.6M
Integrated Advisors Network LLC 0.07% Reduce -2.4% 32,789 $1.6M
TCP Asset Management, LLC 0.18% Reduce -4.7% 32,692 $1.6M
Rockefeller Capital Management L.P. 0.00% Reduce -8.2% 31,811 $1.6M
Robertson Stephens Wealth Management, LLC 0.04% Add +11.7% 31,341 $1.5M
Geneos Wealth Management Inc. 0.03% No change 30,612 $1.5M
Wesbanco Bank Inc. 0.04% New 30,566 $1.5M
Signature Estate & Investment Advisors LLC 0.03% Reduce -11.2% 30,445 $1.5M
Garrison Point Advisors, LLC 0.60% Reduce -7.1% 30,091 $1.5M
Institute for Wealth Management, LLC. 0.13% Reduce -1.1% 29,444 $1.5M
Harbour Investments, Inc. 0.02% Reduce -6.2% 29,078 $1.4M
Belpointe Asset Management LLC 0.05% Add +14.3% 28,147 $1.4M
Dakota Wealth Management 0.03% Reduce -1.6% 27,387 $1.4M
Meitav Investment House Ltd. 0.01% New 27,178 $1.3M
Private Advisor Group, LLC 0.01% Reduce -38.6% 26,346 $1.3M
LOM Asset Management Ltd 0.33% Add +74.8% 26,120 $1.3M
Hazlett, Burt & Watson, Inc. 0.34% Reduce -4.3% 25,958 $1.3M
PFG Investments, LLC 0.05% Add +6.5% 25,909 $1.3M
Allworth Financial LP 0.01% Reduce -1.1% 25,730 $1.3M
Stratos Wealth Partners, LTD. 0.01% Reduce -15.8% 25,057 $1.2M
Menora Mivtachim Holdings LTD. 0.00% Reduce -66.5% 25,000 $1.2M
Dale Q Rice Investment Management Ltd 0.66% Reduce -10.3% 24,502 $1.2M
Dynamic Advisor Solutions LLC 0.03% Reduce -8.5% 24,326 $1.2M
Darwin Wealth Management, LLC 0.33% Add +10.1% 24,266 $1.2M
Regions Financial Corp. 0.01% No change 24,099 $1.2M
Captrust Financial Advisors 0.00% Reduce -9.8% 23,882 $1.2M
Pinnacle Associates Ltd. 0.01% Reduce -18.4% 23,495 $1.2M
High Point Wealth Management, LLC 0.96% Reduce -20.8% 23,190 $1.1M
Titiun Yejiel 0.99% No change 23,063 $1.1M
Orleans Capital Management Corp. 0.59% Reduce -14.3% 23,055 $1.1M
J.W. Cole Advisors, Inc. 0.02% New 22,936 $1.1M
Arax Advisory Partners 0.01% Add +91.3% 22,757 $1.1M
Farther Finance Advisors, LLC 0.01% Reduce -1.0% 22,528 $1.1M
Triangle Securities Wealth Management 0.22% Add +66.9% 21,552 $1.1M
Stonebridge Financial Planning Group, LLC 0.35% Reduce -16.8% 21,993 $1.1M
Live Oak Private Wealth LLC 0.13% Reduce -20.0% 21,577 $1.1M
BIP Wealth, LLC 0.03% Add +23.6% 21,518 $1.1M
Sanctuary Advisors, LLC 0.00% Add +97.1% 21,126 $1.0M
Pacific Center for Financial Services 0.23% Add +0.0% 21,093 $1.0M
Pacific Sun Financial Corp 0.43% Reduce -8.2% 21,026 $1.0M
Cornerstone Wealth Management, LLC 0.04% Reduce -2.5% 20,915 $1.0M
Pension & Wealth Management Advisors, Inc. 0.28% New 20,795 $1.0M
Brick & Kyle, Associates 0.34% No change 19,127 $1.0M
Meridian Investment Counsel Inc. 0.22% Reduce -10.2% 20,583 $1.0M
Montecito Bank & Trust 0.15% Reduce -5.6% 20,582 $1.0M
World Investment Advisors 0.02% Reduce -0.0% 19,052 $1.0M
Savant Capital, LLC 0.00% Add +289.8% 19,129 $1.0M
OPTIMAS CAPITAL Ltd 1.51% New 19,900 $983K
Kestra Private Wealth Services, LLC 0.01% Reduce -33.3% 19,808 $979K
Composition Wealth, LLC 0.01% Add +18.7% 19,490 $963K
PEAK6 LLC 0.02% New 18,343 $906K
Burke & Herbert Bank & Trust Co. 0.22% No change 17,900 $884K
Evergreen Wealth Partners LLC 0.53% Reduce -34.0% 17,764 $878K
Cypress Asset Management Inc. 0.17% No change 17,710 $875K
IHT Wealth Management, LLC 0.02% Reduce -15.1% 17,555 $867K
Apollon Wealth Management, LLC 0.01% Reduce -17.6% 17,259 $853K
Sequoia Financial Advisors, LLC 0.00% Reduce -5.5% 17,145 $847K
MCF Advisors LLC 0.03% No change 16,985 $839K
TPG Advisors LLC 0.46% Reduce -7.2% 16,922 $836K
Retirement Planning Co of New England, Inc. 0.29% Add +0.8% 16,487 $815K
V2 Financial group LLC 0.29% No change 16,000 $791K
Wisconsin Wealth Advisors, LLC 0.66% Reduce -2.4% 15,656 $774K
Kingswood Wealth Advisors, LLC 0.03% Add +20.4% 15,654 $773K
Paragon Financial Partners, Inc. 0.42% Reduce -12.9% 14,723 $773K
Park Avenue Securities LLC 0.00% New 15,511 $766K
Brookstone Capital Management 0.01% Add +4.8% 15,400 $761K
XTX Topco Ltd 0.01% New 15,199 $751K
Venture Visionary Partners LLC 0.02% Add +10.6% 15,064 $744K
Concurrent Investment Advisors, LLC 0.01% Add +17.0% 14,993 $741K
Sovran Advisors, LLC 0.05% Add +19.7% 13,553 $714K
Advisory Services Network, LLC 0.01% Reduce -4.9% 14,164 $700K
SG Americas Securities, LLC 0.00% New 13,909 $687K
Lido Advisors, LLC 0.00% Reduce -2.7% 13,809 $682K
Seven Fleet Capital Management LP 0.11% New 13,800 $682K
Choreo, LLC 0.01% Reduce -6.8% 13,378 $669K
Snowden Capital Advisors LLC 0.02% Reduce -6.6% 13,373 $661K
Parallel Advisors, LLC 0.01% Reduce -7.9% 13,136 $649K
WP Advisors, LLC 0.16% Reduce -29.3% 13,097 $647K
Vectors Research Management, LLC 0.17% Reduce -3.7% 12,948 $640K
MSH Capital Advisors LLC 0.11% New 12,728 $629K
Connecticut Wealth Management, LLC 0.02% Reduce -8.1% 12,678 $626K
Lanark Financial, Inc. 0.04% Add +70.1% 12,611 $623K
Spinnaker Trust 0.03% No change 12,604 $623K
Northern Trust Corp. 0.00% No change 12,406 $613K
AAFMAA Wealth Management & Trust LLC 0.21% Add +10.5% 12,186 $602K
Beacon Pointe Advisors, LLC 0.00% Add +5.3% 12,127 $599K
Variant Private Wealth, LLC 0.67% Reduce -0.7% 12,123 $599K
Guerra Pan Advisors, LLC 0.33% No change 11,962 $591K
Integrity Alliance, Llc. 0.02% Add +2.6% 11,788 $582K
Mathes Company, Inc. 0.18% Reduce -29.0% 11,770 $582K
HB Wealth Management, LLC 0.00% Add +6.1% 11,737 $580K
Credit Agricole S A 0.00% Add +87.4% 11,721 $579K
Cornerstone Advisory, LLC 0.05% Add +0.9% 11,716 $579K
Ogorek Anthony Joseph /NY/ 0.14% Reduce -0.9% 11,655 $575K
Resurgent Financial Advisors LLC 0.16% Add +5.5% 11,533 $570K
Sigma Planning Corp 0.01% Add +13.4% 11,442 $565K
Brown Advisory Inc. 0.00% Reduce -25.5% 11,406 $564K
Watchman Group, Inc. 0.13% No change 11,380 $562K
Summit Trail Advisors, LLC 0.01% Add +4.6% 11,315 $559K
First Wilshire Securities Management Inc. 0.12% No change 11,300 $558K
Wealthfront Advisers LLC 0.00% Add +6.5% 11,274 $557K
LRI Investments, LLC 0.04% No change 11,241 $555K
Balyasny Asset Management L.P. 0.00% New 11,100 $548K
Phraction Management LLC 0.14% No change 11,091 $548K
Carnegie Investment Counsel 0.01% Reduce -2.2% 11,072 $547K
Western Wealth Management, LLC 0.02% Add +36.8% 10,970 $542K
Sagespring Wealth Partners, LLC 0.01% Reduce -9.8% 10,968 $542K
Mutual Advisors, LLC 0.01% Reduce -22.7% 10,907 $539K
Sax Wealth Advisors, LLC 0.02% Reduce -0.6% 10,083 $538K
RPS Advisory Solutions LLC 0.36% Add +0.0% 10,874 $537K
Orion Porfolio Solutions, LLC 0.00% Add +49.5% 10,789 $533K
PW Nova Financial Services LLC 0.11% Add +9.1% 10,679 $528K
Armor Investment Advisors, LLC 0.17% Reduce -33.3% 10,504 $519K
Kovack Advisors, Inc. 0.02% Reduce -51.4% 10,355 $516K
MMBG Investment Advisors Co. 0.04% No change 10,435 $516K
Bank Hapoalim BM 0.04% Reduce -21.8% 10,370 $512K
Cary Street Partners Financial LLC 0.01% No change 10,234 $506K
Wealthgarden F.S. LLC 0.28% Reduce -16.0% 10,170 $503K
Bramshill Investments, LLC 0.04% Reduce -28.6% 10,000 $494K
Main Street Financial Solutions, LLC 0.03% Reduce -12.8% 9,776 $483K
NorthRock Partners, LLC 0.01% Reduce -15.2% 9,753 $482K
Ashton Thomas Private Wealth, LLC 0.01% No change 9,574 $473K
Integrated Wealth Concepts LLC 0.00% New 9,411 $465K
TD Waterhouse Canada Inc. 0.00% Add +33.0% 9,208 $460K
First Foundation Advisors 0.02% No change 9,290 $459K
Caption Management, LLC 0.02% New 9,220 $456K
One Capital Management, LLC 0.01% No change 8,496 $453K
Merit Financial Group, LLC 0.00% Add +10.1% 9,148 $452K
FinDec Wealth Services, Inc. 0.53% Reduce -2.2% 9,109 $450K
Fortis Capital Advisors, LLC 0.05% Reduce -2.2% 8,934 $441K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -17.8% 18,929 $441K
Sage Capital Management, LLC 0.17% Reduce -5.3% 8,868 $438K
Insigneo Advisory Services, LLC 0.02% Add +6.3% 8,823 $436K
Sowell Financial Services LLC 0.01% Reduce -21.8% 8,566 $423K
Riverpoint Wealth Management Holdings, LLC 0.08% Add +0.1% 8,524 $421K
Physician Wealth Advisors, Inc. 0.05% Add +2.4% 8,467 $418K
Joseph P. Lucia & Associates, LLC 0.13% Reduce -22.9% 8,463 $418K
MAI Capital Management 0.00% Reduce -0.9% 8,446 $417K
Marathon Trading Investment Management LLC 0.05% New 8,392 $415K
Clear Creek Financial Management, LLC 0.03% Reduce -10.1% 8,234 $407K
Houlihan Financial Resource Group, Ltd. 0.14% No change 8,220 $406K
Paragon Private Wealth Management, LLC 0.11% Reduce -30.7% 8,184 $404K
Nwam LLC 0.02% Add +33.2% 8,153 $403K
Wedmont Private Capital 0.01% Add +1.9% 7,831 $402K
Manchester Capital Management LLC 0.05% No change 8,110 $401K
Vision Retirement, LLC 0.10% Reduce -68.1% 8,051 $398K
WealthSpring Partners, LLC 0.34% No change 8,039 $397K
Banque Cantonale Vaudoise 0.02% Reduce -2.6% 7,957 $393K
Prelude Capital Management, LLC 0.03% New 7,890 $390K
Summit Financial, LLC 0.00% Reduce -48.3% 7,780 $384K
Pettyjohn, Wood & White, Inc. 0.05% Add +1.1% 7,620 $377K
Y.D. More Investments Ltd 0.01% Reduce -11.5% 7,584 $375K
KCM Investment Advisors LLC 0.01% No change 7,566 $374K
Oppenheimer & Co. Inc. 0.00% Reduce -46.0% 7,521 $372K
D.A. Davidson & Co. 0.00% Reduce -9.2% 7,518 $371K
Financial Management, Inc. 0.30% Add +0.2% 7,468 $369K
Byrne Financial Freedom, LLC 0.14% New 7,456 $368K
Circle Wealth Management, LLC 0.00% No change 7,406 $366K
Harbor Investment Advisory, LLC 0.03% No change 7,309 $361K
Balance Wealth Partners LLC 0.10% Reduce -1.3% 7,304 $361K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -44.6% 7,287 $360K
Fox Hill Wealth Management 0.14% Reduce -0.5% 7,270 $359K
Delta Asset Management LLC 0.03% No change 7,200 $356K
Advantage Trust Co 0.12% New 7,140 $353K
US Bancorp \de 0.00% Reduce -10.8% 7,138 $353K
Meridian Wealth Management, LLC 0.01% Add +0.0% 7,081 $350K
Guilbault Capital LLC 0.35% Reduce -42.2% 7,059 $349K
LaSalle St. Investment Advisors, LLC 0.04% Add +0.0% 6,947 $343K
Larson Financial Group LLC 0.01% Add +13.0% 6,927 $342K
Caldwell Trust Co 0.03% Reduce -12.8% 6,923 $342K
Cresset Asset Management, LLC 0.00% Add +12.9% 6,893 $341K
Nautilus Advisors LLC 0.20% New 6,550 $336K
Welch Group, LLC 0.01% Add +1.9% 6,757 $334K
Jacobi Capital Management LLC 0.02% Reduce -1.3% 6,733 $333K
Kraft, Davis & Associates, LLC 0.07% No change 6,466 $333K
Benjamin Edwards Inc. 0.00% Reduce -0.9% 6,679 $330K
Commerce Bank 0.00% Reduce -55.2% 6,662 $329K
Advus Financial Partners, LLC 0.07% New 6,652 $329K
Strategic Investment Solutions, Inc. 0.07% Reduce -2.1% 6,623 $327K
Quantinno Capital Management LP 0.00% Reduce -28.0% 6,498 $321K
Avior Wealth Management, LLC 0.01% Add +0.2% 6,403 $316K
Creekside Partners 0.11% No change 6,360 $314K
Panoramic Investment Advisors, LLC 0.15% Reduce -4.5% 6,350 $314K
Prosperity Consulting Group, LLC 0.01% Reduce -15.4% 6,226 $308K
Comprehensive Money Management Services LLC 0.19% No change 6,172 $305K
CreativeOne Wealth, LLC 0.01% Reduce -38.0% 6,141 $303K
Koshinski Asset Management, Inc. 0.02% Reduce -24.3% 6,120 $302K
LaFleur & Godfrey LLC 0.04% Add +17.8% 6,112 $302K
Two Sigma Securities, LLC 0.03% New 6,099 $301K
Primoris Wealth Advisors, LLC 0.13% Reduce -3.8% 5,955 $294K
Cutler Investment Counsel LLC 0.03% Add +4.5% 5,930 $293K
Fiduciary Financial Advisors 0.03% New 5,928 $293K
Shufro Rose & Co. LLC 0.02% No change 5,900 $292K
Stephens Inc. 0.00% Add +5.3% 5,848 $289K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -0.9% 5,675 $280K
WealthTrust Axiom LLC 0.06% New 5,675 $280K
Traynor Capital Management, Inc. 0.01% Reduce -15.3% 5,573 $275K
ALM First Financial Advisors, LLC 0.05% No change 5,568 $275K
Barclays PLC 0.00% Reduce -94.6% 5,513 $272K
Independent Financial Group, LLC 0.01% Reduce -6.0% 5,482 $271K
Montis Financial, LLC 0.06% Reduce -12.0% 5,440 $269K
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.01% New 5,405 $267K
Cahill Financial Advisors Inc. 0.03% Add +0.0% 5,304 $262K
Arkadios Wealth Advisors 0.00% Reduce -3.5% 5,285 $261K
M&T Bank Corp 0.00% Reduce -36.3% 5,263 $260K
PFG Advisors 0.01% New 5,235 $259K
Caliber Wealth Management, LLC / KS 0.02% No change 5,226 $258K
Global Retirement Partners, LLC 0.00% — 5,218 $258K
Wealthspire Advisors, LLC 0.00% Add +2.3% 5,121 $253K
Wedbush Securities Inc. 0.01% Reduce -22.6% 5,077 $251K
Stratos Wealth Advisors, LLC 0.01% Reduce -8.7% 5,071 $251K
Readystate Asset Management LP 0.02% New 5,023 $248K
Laurel Oak Wealth Management, LLC 0.04% Reduce -14.3% 5,010 $248K
Victory Capital Management Inc. 0.00% New 4,996 $247K
Carrera Capital Advisors 0.04% Add +0.1% 4,951 $245K
Client 1ST Advisory Group, LLC 0.07% No change 4,950 $245K
Flaharty Asset Management, LLC 0.35% New 4,709 $244K
Mason & Associates Inc 0.04% Reduce -9.7% 4,944 $244K
ADAR1 Capital Management, LLC 0.01% New 4,900 $242K
Z3 Capital Partners, LLC 0.05% Reduce -34.4% 4,873 $241K
Trivium Point Advisory, LLC 0.02% New 4,836 $239K
Gladstone Institutional Advisory LLC 0.01% Reduce -12.3% 4,801 $237K
Acropolis Investment Management, LLC 0.01% No change 4,800 $237K
International Assets Investment Management, LLC 0.01% Add +2.9% 4,727 $236K
Carroll Advisory Group, LLC 0.08% No change 4,769 $236K
Scotia Capital Inc. 0.00% Add +3.0% 4,743 $234K
Buck Wealth Strategies, LLC 0.02% New 4,578 $226K
BCV Asset Management Inc. 0.01% Reduce -39.9% 4,342 $220K
Eaton Financial Holdings Company, LLC 0.06% Reduce -75.3% 4,429 $219K
Great Lakes Retirement, Inc. 0.02% No change 4,424 $219K
PCG Wealth Advisors, LLC 0.05% Reduce -24.3% 4,419 $218K
National Bank of Canada 0.00% Reduce -28.3% 4,409 $218K
Elevation Point Wealth Partners, LLC 0.00% Reduce -12.3% 4,286 $212K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -12.3% 4,286 $212K
Finivi Inc. 0.11% Reduce -45.2% 4,240 $210K
Allied Private Wealth LLC 0.13% — 4,072 $209K
Great Valley Advisor Group, Inc. 0.00% Reduce -15.4% 4,195 $207K
Bernardo Wealth Planning LLC 0.04% Reduce -0.6% 4,188 $207K
McElhenny Sheffield Capital Management, LLC 0.05% No change 4,158 $205K
SeaCrest Wealth Management, LLC 0.02% New 4,111 $203K
AE Wealth Management LLC 0.00% Add +0.3% 4,046 $200K
Monetary Management Group Inc. 0.04% Add +85.7% 3,900 $193K
Pinnacle Bancorp, Inc. 0.05% No change 3,835 $189K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 3,716 $184K
Fifth Third Bancorp 0.00% Reduce -17.6% 3,563 $176K
Hilltop National Bank 0.04% No change 3,555 $176K
Capital Investment Advisory Services, LLC 0.01% Reduce -94.6% 3,472 $172K
Mascoma Wealth Management LLC 0.03% Reduce -44.9% 3,471 $171K
Glen Eagle Advisors, LLC 0.02% Reduce -3.3% 3,453 $171K
Clearstead Trust, LLC 0.02% No change 3,400 $168K
Private Trust Co. NA 0.01% No change 3,383 $167K
Sankala Group LLC 0.11% No change 2,931 $164K
Cassaday & Co Wealth Management LLC 0.00% No change 3,311 $164K
AlphaCore Capital LLC 0.00% Reduce -0.8% 3,017 $149K
IFP Advisors, Inc 0.00% Reduce -21.3% 2,936 $145K
Spire Wealth Management 0.00% Reduce -50.5% 2,909 $144K
AdvisorNet Financial, Inc 0.01% Reduce -86.1% 2,907 $144K
Peterson Wealth Services 0.03% No change 2,894 $143K
Security National Bank 0.02% New 2,736 $135K
Biltmore Family Office, LLC 0.02% No change 2,700 $133K
Steigerwald, Gordon & Koch Inc. 0.01% No change 2,610 $129K
Blue Trust, Inc. 0.00% Add +21.5% 2,532 $125K
Continuum Advisory, LLC 0.01% New 2,522 $125K
Strategic Wealth Partners, Ltd. 0.01% Reduce -18.5% 2,416 $119K
Salem Investment Counselors Inc. 0.00% Reduce -7.7% 2,399 $119K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +505.1% 2,360 $117K
Atlantic Union Bankshares Corp 0.00% No change 2,177 $108K
Bogart Wealth, LLC 0.00% Add +0.1% 2,149 $106K
Montag A & Associates Inc. 0.00% Reduce -42.4% 2,120 $105K
FNY Investment Advisers, LLC 0.04% New 2,000 $98K
Concord Wealth Partners 0.01% New 1,941 $96K
Anchor Bay Capital, Inc. 0.05% — 1,729 $96K
FAS Wealth Partners, Inc. 0.00% No change 1,894 $94K
Aspect Partners, LLC 0.03% No change 1,758 $87K
Harbor Asset Planning, Inc. 0.06% Reduce -7.4% 1,729 $85K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 1,637 $81K
Register Financial Advisors LLC 0.02% No change 1,585 $78K
O'shaughnessy Asset Management, LLC 0.00% Reduce -72.7% 1,574 $78K
FWL Investment Management, LLC 0.01% Add +81.8% 1,558 $77K
Activest Wealth Management 0.01% Reduce -54.5% 1,501 $74K
Brentview Investment Management LLC 0.03% No change 1,500 $74K
Colonial Trust Co / SC 0.01% Reduce -69.2% 1,455 $72K
Intesa Sanpaolo Wealth Management 0.01% No change 1,383 $68K
Franklin Resources Inc. 0.00% Add +13.2% 1,381 $68K
HM Payson & Co. 0.00% No change 1,380 $68K
IFG Advisory, LLC 0.00% New 1,372 $68K
St Germain D J Co. Inc. 0.00% No change 1,310 $65K
Quarry LP 0.01% New 1,280 $63K
Millstone Evans Group, LLC 0.03% No change 1,228 $61K
IMA Advisory Services, Inc. 0.00% New 1,220 $60K
Howe & Rusling Inc. 0.00% Reduce -13.0% 1,200 $59K
EFG International AG 0.00% No change 1,200 $59K
Founders Financial Alliance, LLC 0.01% Reduce -11.4% 1,158 $57K
Financial Perspectives, Inc 0.01% No change 1,146 $57K
Catherine Avery Investment Management LLC 0.02% No change 1,112 $55K
Assetmark, Inc. 0.00% No change 1,058 $52K
Ameliora Wealth Management Ltd. 0.01% No change 1,000 $49K
GHP Investment Advisors, Inc. 0.00% No change 933 $46K
Nalls Sherbakoff Group, LLC 0.03% No change 918 $45K
Truvestments Capital LLC 0.01% No change 900 $44K
Tsfg, LLC 0.01% No change 900 $44K
Rosenberg Matthew Hamilton 0.01% Reduce -2.4% 889 $44K
Clean Yield Group 0.01% No change 840 $42K
Canton Hathaway, LLC 0.01% No change 834 $41K
Avalon Trust Co 0.00% No change 800 $40K
Quantbot Technologies LP 0.00% New 756 $37K
RMG Wealth Management LLC 0.00% No change 660 $37K
Key Financial Inc 0.01% Add +0.1% 715 $35K
Hantz Financial Services, Inc. 0.00% Reduce -49.5% 693 $34K
Balentine LLC 0.00% No change 654 $32K
Westside Investment Management, Inc. 0.00% No change 650 $32K
TD Private Client Wealth LLC 0.00% Add +43.8% 647 $32K
Mather Group, Llc. 0.00% No change 646 $32K
Clearstead Advisors, LLC 0.00% No change 633 $31K
Ballast Advisors LLC 0.01% No change 630 $31K
Ascentis Wealth Management, LLC 0.01% No change 610 $30K
Consultiva Wealth Management, Corp. 0.07% No change 600 $30K
Princeton Global Asset Management LLC 0.00% No change 600 $30K
Commonwealth Retirement Investments LLC 0.01% New 590 $29K
Golden State Wealth Management, LLC 0.00% Reduce -9.4% 580 $29K
Hyposwiss Advisors SA 0.03% Reduce -92.5% 550 $27K
GAMMA Investing LLC 0.00% No change 516 $25K
CoreCap Advisors, LLC 0.00% Reduce -20.5% 504 $25K
Prestige Wealth Management Group LLC 0.00% Reduce -25.4% 471 $23K
Colonial Trust Advisors 0.00% Add +0.2% 461 $23K
Mark Sheptoff Financial Planning, LLC 0.01% No change 450 $22K
1 North Wealth Services LLC 0.01% Reduce -6.8% 450 $22K
Country Trust Bank 0.00% No change 450 $22K
Merrithew & Thorsten Inc 0.02% Reduce -23.8% 459 $22K
Copia Wealth Management 0.01% Reduce -21.8% 441 $22K
Compass Financial Management LLC 0.00% — 389 $21K
Archer Investment Corp 0.00% Add +11.0% 373 $18K
Monetary Solutions, Ltd 0.02% No change 370 $18K
Pacifica Partners Inc. 0.01% No change 348 $18K
N.E.W. Advisory Services LLC 0.00% No change 362 $18K
North Star Investment Management Corp. 0.00% No change 360 $18K
Edmond DE Rothschild Holding S.A. 0.00% No change 360 $18K
Rothschild Investment LLC 0.00% No change 357 $18K
Tucker Asset Management LLC 0.00% No change 349 $17K
Valley National Advisers Inc. 0.00% No change 343 $17K
Align Financial, LLC 0.01% No change 338 $17K
Glenmede Trust Co. NA 0.00% No change 334 $17K
Bokf, NA 0.00% New 300 $15K
Comprehensive Financial Planning, Inc. 0.01% Reduce -23.3% 299 $15K
Sunrise Financial Services, LLC 0.01% No change 276 $14K
Centerpoint Advisors, LLC 0.00% New 266 $13K
Oakmont Advisory Group, LLC 0.01% New 250 $12K
Albion Financial Group 0.00% No change 240 $12K
Capital Advisors, Ltd. LLC 0.00% No change 222 $11K
SHP Wealth Management 0.00% Reduce -37.0% 206 $10K
American National Bank & Trust 0.00% Reduce -54.4% 205 $10K
Bessemer Group Inc. 0.00% No change 210 $10K
Phillips Financial Management, LLC 0.00% No change 200 $10K
Gen-Wealth Partners Inc 0.00% Reduce -30.3% 193 $10K
DiNuzzo Private Wealth, Inc. 0.00% No change 189 $9K
Keating Financial Advisory Services, Inc. 0.00% Add +14.4% 175 $9K
BlackRock, Inc. 0.00% Add +129.3% 172 $8K
Cedar Mountain Advisors, LLC 0.00% No change 151 $7K
Proffitt & Goodson Inc. 0.00% New 151 $7K
Imprint Wealth LLC 0.03% No change 150 $7K
Global Trust Asset Management, LLC 0.00% No change 150 $7K
Russell Investments Group, Ltd. 0.00% Reduce -85.4% 144 $7K
City State Bank 0.00% No change 130 $6K
Harborfront Financial Group LLC 0.02% — 128 $6K
Ancora Advisors LLC 0.00% No change 127 $6K
Aventura Private Wealth, LLC 0.00% No change 126 $6K
DHJJ Financial Advisors, Ltd. 0.00% No change 125 $6K
Wolff Wiese Magana LLC 0.00% No change 120 $6K
First United Bank & Trust 0.00% No change 120 $6K
Central Pacific Bank - Trust Division 0.00% No change 120 $6K
Halbert Hargrove Global Advisors, LLC 0.00% No change 102 $5K
Costello Asset Management, INC 0.00% No change 100 $5K
Realta Investment Advisors 0.00% No change 100 $5K
Downshift Financial, LLC 0.00% New 95 $5K
Morse Asset Management, Inc 0.00% New 70 $3K
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% No change 61 $3K
Blueline Advisors LLC 0.00% New 45 $3K
IMG Wealth Management, Inc. 0.00% No change 56 $3K
LM Advisors LLC 0.01% Add +1685.7% 55,197 $3K
Smartleaf Asset Management LLC 0.00% No change 50 $3K
Highland Investment Advisors LLC 0.00% — 47 $2K
WealthShield Partners, LLC 0.00% No change 42 $2K
Gill Capital Partners, LLC 0.00% No change 30 $1K
Cape Investment Advisory, Inc. 0.00% New 30 $1K
Go Invest LLC 0.00% Add +25.0% 25 $1K
EverSource Wealth Advisors, LLC 0.00% No change 24 $1K
Avion Wealth 0.00% No change 38 $1K
Ameriflex Group, Inc. 0.00% No change 18 $893
Key Capital Management, INC 0.00% New 18 $889
Signature Resources Capital Management, LLC 0.00% New 15 $741
Bernard Wealth Management Corp. 0.00% No change 12 $593
ExodusPoint Capital Management, LP 0.00% New 6 $296
Kingdom Financial Group LLC. 0.00% No change 1 $59

"% 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.