ISHARES TR IHI
U.S. MED DVC ETF · ETP · CUSIP 464288810
556
institutional holders
43.6m
shares reported held*
$2.1bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.66. Options: 4 managers hold calls ($12.2m notional), 4 hold puts ($6.4m).
Biggest calls
| CITADEL ADVISORS LLC | — | $7.7m163.4k shares |
| WOLVERINE TRADING, LLC | — | $2.4m50.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $2.0m42.2k shares |
| Paladin Advisory Group, LLC | — | $126.0k2.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $5.2m110.4k shares |
| CITADEL ADVISORS LLC | — | $896.0k19.0k shares |
| WOLVERINE TRADING, LLC | — | $306.0k6.4k shares |
| Cutler Group LLC / CA | — | $27.0k4.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.02% of their portfolio | 3.7m $173.1m | — |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 3.0m $141.7m | — |
| LPL Financial LLC 0.13% of their portfolio | 2.8m $132.9m | — |
| Fisher Asset Management, LLC 0.07% of their portfolio | 2.1m $99.5m | — |
| UBS Group AG 0.04% of their portfolio | 1.5m $70.5m | — |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 1.4m $66.2m | — |
| ASSETMARK, INC 0.31% of their portfolio | 1.4m $66.0m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 1.1m $51.7m | — |
| MEITAV INVESTMENT HOUSE LTD 0.89% of their portfolio | 1.1m $50.6m | — |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 983.9k $46.4m | — |
| Harel Insurance Investments & Financial Services Ltd. 0.91% of their portfolio | 788.2k $37.2m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 689.3k $32.5m | — |
| OSAIC HOLDINGS, INC. 0.07% of their portfolio | 673.7k $31.8m | — |
| TD Asset Management Inc 0.04% of their portfolio | 596.6k $28.5m | — |
| CITIGROUP INC 0.04% of their portfolio | 590.8k $27.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio | 570.6k $26.9m | — |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 512.6k $24.2m | — |
| TruWealth Advisors, LLC 2.04% of their portfolio | 409.4k $19.3m | — |
| Gerber Kawasaki Wealth & Investment Management 1.75% of their portfolio | 397.7k $18.8m | — |
| Flaharty Asset Management, LLC 3.68% of their portfolio | 378.7k $17.9m | — |
| Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio | 378.2k $17.8m | — |
| Northeast Financial Consultants Inc 1.25% of their portfolio | 360.6k $17.0m | — |
| MML INVESTORS SERVICES, LLC 0.13% of their portfolio | 354.6k $16.7m | — |
| Baltimore-Washington Financial Advisors, Inc. 1.32% of their portfolio | 320.0k $15.7m | — |
| Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio | 308.1k $14.5m | — |
| CUMBERLAND ADVISORS INC 5.79% of their portfolio | 308.1k $14.5m | — |
| Money Design Co.,Ltd. 0.51% of their portfolio | 279.8k $13.2m | — |
| AE Wealth Management LLC 0.10% of their portfolio | 278.7k $13.2m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio | 271.8k $12.8m | — |
| Wharton Business Group, LLC 0.86% of their portfolio | 269.3k $12.7m | — |
| MEANS INVESTMENT CO., INC. 2.63% of their portfolio | 256.7k $12.1m | — |
| RiverFront Investment Group, LLC 0.47% of their portfolio | 255.2k $12.6m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 249.5k $11.8m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio | 244.3k $11.5m | — |
| Crumly & Associates Inc. 4.70% of their portfolio | 241.6k $11.4m | — |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 238.4k $12.2m | — |
| BTR CAPITAL MANAGEMENT INC 1.64% of their portfolio | 223.2k $10.5m | — |
| Cetera Advisor Networks LLC 0.13% of their portfolio | 220.8k $10.4m | — |
| Hall Private Wealth Advisors 5.87% of their portfolio | 216.1k $10.2m | — |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.85% of their portfolio | 213.7k $10.2m | — |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 213.3k $10.1m | — |
| BANK HAPOALIM BM 1.20% of their portfolio | 203.0k $9.6m | — |
| ARKANSAS FINANCIAL GROUP, INC. 2.21% of their portfolio | 197.5k $9.3m | — |
| BESSEMER GROUP INC 0.02% of their portfolio | 196.6k $9.3m | — |
| Equitable Holdings, Inc. 0.17% of their portfolio | 184.0k $8.7m | — |
| Hobart Private Capital, LLC 6.11% of their portfolio | 180.3k $8.5m | — |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 178.8k $8.4m | — |
| Financial Partners Group, Inc 2.17% of their portfolio | 175.0k $8.3m | — |
| OGOREK ANTHONY JOSEPH /NY/ /ADV 3.87% of their portfolio | 172.5k $8.1m | — |
| Sigma Planning Corp 0.30% of their portfolio | 168.9k $8.0m | — |
| Capital Analysts, LLC 0.53% of their portfolio | 162.0k $7.6m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.11% of their portfolio | 155.2k $7.3m | — |
| Atria Wealth Solutions, Inc. 0.11% of their portfolio | 140.3k $6.6m | — |
| Baker Avenue Asset Management, LP 0.43% of their portfolio | 138.8k $6.5m | — |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 130.8k $6.2m | — |
| Federation des caisses Desjardins du Quebec 0.07% of their portfolio | 126.1k $5.9m | — |
| Segment Wealth Management, LLC 0.74% of their portfolio | 125.9k $5.9m | — |
| Safeguard Investment Advisory Group, LLC 4.03% of their portfolio | 124.8k $5.9m | — |
| Private Advisor Group, LLC 0.07% of their portfolio | 122.1k $5.8m | — |
| Ahrens Investment Partners LLC 3.03% of their portfolio | 121.9k $5.8m | — |
| Karp Capital Management Corp 1.17% of their portfolio | 121.6k $5.7m | — |
| Lehman & Derafelo Financial Resources LLC 1.82% of their portfolio | 121.4k $5.7m | — |
| Dynamic Advisor Solutions LLC 0.44% of their portfolio | 121.2k $5.7m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 120.8k $5.7m | — |
| B. Riley Wealth Advisors, Inc. 0.17% of their portfolio | 120.4k $5.7m | — |
| PEAPACK GLADSTONE FINANCIAL CORP 0.12% of their portfolio | 120.2k $5.7m | — |
| EXENCIAL WEALTH ADVISORS, LLC 0.34% of their portfolio | 118.7k $5.6m | — |
| Ulrich Consultants & Investment Group, LLC 4.19% of their portfolio | 115.0k $5.4m | — |
| Fifth Third Securities, Inc. 0.78% of their portfolio | 114.6k $5.4m | — |
| Baird Financial Group, Inc. 0.02% of their portfolio | 113.9k $5.4m | — |
| Certified Advisory Corp 1.21% of their portfolio | 112.4k $5.3m | — |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 109.0k $5.1m | — |
| NewEdge Advisors, LLC 0.08% of their portfolio | 105.6k $5.0m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio | 104.1k $4.9m | — |
| Moors & Cabot, Inc. 0.37% of their portfolio | 104.0k $4.9m | — |
| IFP Advisors, Inc 0.54% of their portfolio | 103.5k $20.7m | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.44% of their portfolio | 98.7k $4.7m | — |
| Kestra Advisory Services, LLC 0.05% of their portfolio | 98.1k $4.6m | — |
| RPg Family Wealth Advisory, LLC 2.59% of their portfolio | 97.4k $4.9m | — |
| MANCHESTER FINANCIAL INC 1.30% of their portfolio | 96.0k $4.5m | — |
| ALTFEST L J & CO INC 0.84% of their portfolio | 94.5k $4.5m | — |
| NORTHSTAR ASSET MANAGEMENT Co 1.44% of their portfolio | 91.8k $4.3m | — |
| Stonebridge Financial Planning Group, LLC 3.03% of their portfolio | 91.8k $4.3m | — |
| Hamilton Wealth, LLC 1.83% of their portfolio | 91.7k $4.3m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 90.2k $4.3m | — |
| Charter Oak Capital Management, LLC 0.65% of their portfolio | 86.6k $4.1m | — |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 85.9k $4.1m | — |
| Mariner, LLC 0.02% of their portfolio | 84.6k $4.0m | — |
| Stelac Advisory Services LLC 1.80% of their portfolio | 83.6k $3.9m | — |
| Traynor Capital Management, Inc. 0.69% of their portfolio | 82.4k $3.9m | — |
| Parallel Advisors, LLC 0.18% of their portfolio | 81.1k $3.8m | — |
| Madden Advisory Services, Inc. 3.06% of their portfolio | 81.1k $3.8m | — |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.89% of their portfolio | 80.5k $3.9m | — |
| Capricorn Fund Managers Ltd 1.18% of their portfolio | 80.0k $3.8m | — |
| CMH Wealth Management LLC 1.37% of their portfolio | 79.3k $3.7m | — |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 78.8k $3.7m | — |
| 55I, LLC 0.10% of their portfolio | 78.6k $3.7m | — |
| Anchor Investment Management, LLC 0.57% of their portfolio | 78.1k $3.7m | — |
| CENTAURUS FINANCIAL, INC. 0.36% of their portfolio | 77.7k $3.7m | — |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 77.1k $3.6m | — |