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Security record · archived quarter

IHI

iShares U.S. Medical Devices ETF · Financial Services · Asset Management

54.92 +0.1% mkt cap $3.58B quote delayed (FMP) · as of Oct 25 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
68Tracked holders
0Δ holders
15.84MShares held
$985.06MReported value
+1New positions
−1Exits
Stable Conviction score 45/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.3% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 185.35K $9.47M n/a n/a
Q2 2026 68 +5 20.72M $1.02B +8 −3
Q1 2026 64 -4 19.12M $1.02B +2 −6
Q4 2025 68 0 15.84M $985.06M +1 −1
Q3 2025 12 +3 4.72M $283.47M +3 n/a
Q2 2025 6 0 219.37K $13.74M +1 −1
Q1 2025 4 +2 326.29K $19.64M +2 n/a
Q4 2024 2 -4 1.30M $75.87M n/a −4
Q3 2024 6 +1 1.69M $100.36M +1 n/a
Q2 2024 5 n/a 2.33M $130.35M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 3.44M +14.4% $213.80M 0.0% ▲ Add 2 SEC ↗ ×6
2 Bank Of America Corp /De/ 1.73M n/a $107.71M 0.0% n/c 1 SEC ↗ ×4
3 LPL Financial LLC 1.52M n/a $94.26M 0.0% n/c 1 SEC ↗
4 UBS Group AG 1.02M n/a $63.55M 0.0% n/c 1 SEC ↗ ×4
5 Wells Fargo & Company/Mn 990.93K n/a $61.59M 0.0% n/c 1 SEC ↗ ×4
6 Royal Bank Of Canada 762.40K n/a $47.38M 0.0% n/c 1 SEC ↗ ×6
7 Raymond James Financial Inc 654.33K n/a $40.67M 0.0% n/c 1 SEC ↗ ×3
8 Envestnet Asset Management Inc 631.55K n/a $39.25M 0.0% n/c 1 SEC ↗
9 Ameriprise Financial Inc 328.59K n/a $20.46M 0.0% n/c 1 SEC ↗ ×3
10 Cetera Investment Advisers 325.15K n/a $20.21M 0.0% n/c 1 SEC ↗
11 Commonwealth Equity Services, Llc 312.11K n/a $19.40M 0.0% n/c 1 SEC ↗
12 Wealth Enhancement Advisory… 292.73K n/a $18.85M 0.0% n/c 1 SEC ↗
13 Bnp Paribas Financial Markets 252.53K n/a $15.69M 0.0% n/c 1 SEC ↗
14 Qube Research & Technologies Ltd 245.09K n/a $15.23M 0.0% n/c 1 SEC ↗
15 Goldman Sachs Group ✦ 230.48K -7.1% $14.32M 0.0% ▼ Trim 2 SEC ↗
16 Tudor Investment Corp Et Al 207.28K n/a $12.88M 0.1% n/c 1 SEC ↗
17 Osaic Holdings, Inc. 204.94K n/a $12.74M 0.0% n/c 1 SEC ↗ ×3
18 Citigroup Inc 203.03K n/a $12.62M 0.0% n/c 1 SEC ↗ ×2
19 HighTower Advisors, LLC 189.42K n/a $11.77M 0.0% n/c 1 SEC ↗
20 Jones Financial Companies Lllp 187.25K n/a $11.64M 0.0% n/c 1 SEC ↗ ×2
21 Two Sigma Investments ✦ 167.20K -19.0% $10.39M 0.0% ▼ Trim 2 SEC ↗
22 Mercer Global Advisors Inc /Adv 137.57K n/a $8.55M 0.0% n/c 1 SEC ↗
23 Mml Investors Services, Llc 125.89K n/a $7.82M 0.0% n/c 1 SEC ↗
24 JPMorgan Chase ✦ 117.84K -88.0% $7.32M 0.0% ▼ Trim 2 SEC ↗ ×6
25 Point72 Asset Management ✦ 110.61K New $6.87M 0.0% New 1 SEC ↗
26 Blair William & Co/Il 109.85K n/a $6.83M 0.0% n/c 1 SEC ↗
27 Baird Financial Group, Inc. 101.03K n/a $6.28M 0.0% n/c 1 SEC ↗ ×2
28 Stifel Financial Corp 91.34K n/a $5.68M 0.0% n/c 1 SEC ↗
29 Corient Private Wealth LP 90.73K n/a $5.64M 0.0% n/c 1 SEC ↗ ×2
30 Fisher Asset Management ✦ 90.53K -8.1% $5.63M 0.0% ▼ Trim 7 SEC ↗
31 Mariner, LLC 84.69K n/a $5.26M 0.0% n/c 1 SEC ↗ ×2
32 Truist Financial Corp 68.77K n/a $4.27M 0.0% n/c 1 SEC ↗ ×2
33 Pnc Financial Services Group, Inc. 67.26K n/a $4.18M 0.0% n/c 1 SEC ↗ ×4
34 Susquehanna International Group, Llp 59.79K n/a $3.72M 0.0% n/c 1 SEC ↗ ×2
35 Walleye Trading LLC 54.40K n/a $3.38M 0.1% n/c 1 SEC ↗
36 Cibc World Market Inc. 50.15K n/a $3.12M 0.0% n/c 1 SEC ↗
37 Citadel Advisors ✦ 49.55K +32.4% $3.08M 0.0% ▲ Add 7 SEC ↗
38 Northwestern Mutual Wealth… 45.90K n/a $2.85M 0.0% n/c 1 SEC ↗
39 Fidelity (FMR) ✦ 40.98K +26.1% $2.55M 0.0% ▲ Add 3 SEC ↗ ×2
40 Creative Planning 40.29K n/a $2.50M 0.0% n/c 1 SEC ↗
41 TD Waterhouse Canada Inc. 38.74K n/a $2.41M 0.0% n/c 1 SEC ↗
42 D. E. Shaw & Co. ✦ 37.10K -43.9% $2.31M 0.0% ▼ Trim 2 SEC ↗
43 Bank Of Montreal /Can/ 34.86K n/a $2.17M 0.0% n/c 1 SEC ↗ ×4
44 Rockefeller Capital Management L.P. 33.17K n/a $2.06M 0.0% n/c 1 SEC ↗
45 Renaissance Technologies ✦ 29.10K +227.0% $1.81M 0.0% ▲ Add 2 SEC ↗
46 Us Bancorp \De\ 28.71K n/a $1.78M 0.0% n/c 1 SEC ↗ ×3
47 AQR Capital Management ✦ 28.36K +549.8% $1.76M 0.0% ▲ Add 3 SEC ↗ ×2
48 Lido Advisors, LLC 26.91K n/a $1.63M 0.0% n/c 1 SEC ↗
49 Captrust Financial Advisors 25.16K n/a $1.56M 0.0% n/c 1 SEC ↗
50 Cwm, Llc 16.87K n/a $1.05M 0.0% n/c 1 SEC ↗
51 Brown Advisory Inc 15.31K n/a $951,330 0.0% n/c 1 SEC ↗
52 Cerity Partners LLC 15.15K n/a $941,814 0.0% n/c 1 SEC ↗ ×2
53 IMC-Chicago, LLC 13.69K n/a $851,020 0.0% n/c 1 SEC ↗
54 Focus Partners Wealth 11.16K n/a $693,369 0.0% n/c 1 SEC ↗
55 Wealthfront Advisers LLC 11.15K n/a $693,097 0.0% n/c 1 SEC ↗
56 Jane Street Group, Llc 9.20K n/a $571,470 0.0% n/c 1 SEC ↗ ×2
57 Quantinno Capital Management LP 8.02K n/a $498,410 0.0% n/c 1 SEC ↗
58 National Bank Of Canada /Fi/ 6.24K n/a $387,940 0.0% n/c 1 SEC ↗
59 Credit Agricole S A 4.82K n/a $299,625 0.0% n/c 1 SEC ↗
60 BlackRock ✦ (passive) 3.66K +230.0% $227,656 0.0% ▲ Add 3 SEC ↗ ×3
61 UBS AM, a distinct business unit of… 1.43K n/a $88,812 0.0% n/c 1 SEC ↗
62 Franklin Resources Inc 1.22K n/a $75,823 0.0% n/c 1 SEC ↗
63 Barclays Plc 1.15K n/a $71,597 0.0% n/c 1 SEC ↗ ×2
64 Russell Investments Group, Ltd. 1.15K n/a $71,473 0.0% n/c 1 SEC ↗
65 Assetmark, Inc 1.14K n/a $70,727 0.0% n/c 1 SEC ↗
66 Simplex Trading, Llc 696 n/a $43,256 0.0% n/c 1 SEC ↗
67 Kayne Anderson Rudnick Investment… 390 n/a $24,239 0.0% n/c 1 SEC ↗
68 Fifth Third Bancorp 155 n/a $9,633 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Marshall Wace $1.54M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 502 holders, 27.57M shares, $1.43B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API