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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
64Tracked holders
-4Δ holders
19.12MShares held
$1.02BReported value
+2New positions
−6Exits
Rising Conviction score 51/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -5.9% · share flow +20.7% · net new positions -6.2% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 3.23M -6.2% $172.23M 0.0% ▼ Trim 3 SEC ↗ ×7
2 Citigroup Inc 1.95M +861.9% $104.19M 0.1% ▲ Add 2 SEC ↗ ×2
3 Goldman Sachs Group ✦ 1.78M +671.3% $94.85M 0.0% ▲ Add 3 SEC ↗
4 Bank Of America Corp /De/ 1.34M -22.4% $71.75M 0.0% ▼ Trim 2 SEC ↗ ×4
5 LPL Financial LLC 1.29M -15.0% $68.80M 0.0% ▼ Trim 2 SEC ↗
6 Wells Fargo & Company/Mn 1.17M +18.0% $62.39M 0.0% ▲ Add 2 SEC ↗ ×4
7 Two Sigma Investments ✦ 1.12M +568.1% $59.59M 0.1% ▲ Add 3 SEC ↗
8 UBS Group AG 946.71K -7.4% $50.51M 0.0% ▼ Trim 2 SEC ↗ ×4
9 Raymond James Financial Inc 901.61K +37.8% $48.10M 0.0% ▲ Add 2 SEC ↗ ×2
10 Royal Bank Of Canada 729.68K -4.3% $38.93M 0.0% ▼ Trim 2 SEC ↗ ×6
11 Envestnet Asset Management Inc 654.65K +3.7% $34.93M 0.0% ▲ Add 2 SEC ↗
12 Ameriprise Financial Inc 329.60K +0.3% $17.60M 0.0% ▲ Add 2 SEC ↗ ×3
13 D. E. Shaw & Co. ✦ 329.19K +787.3% $17.56M 0.0% ▲ Add 3 SEC ↗
14 Commonwealth Equity Services, Llc 313.68K +0.5% $16.73M 0.0% ▲ Add 2 SEC ↗
15 Cetera Investment Advisers 249.41K -23.3% $13.31M 0.0% ▼ Trim 2 SEC ↗
16 HighTower Advisors, LLC 196.92K +4.0% $10.51M 0.0% ▲ Add 2 SEC ↗
17 Jones Financial Companies Lllp 188.90K +0.9% $10.05M 0.0% ▲ Add 2 SEC ↗ ×2
18 Wealth Enhancement Advisory… 188.19K -35.7% $10.02M 0.0% ▼ Trim 2 SEC ↗
19 Point72 Asset Management ✦ 182.93K +65.4% $9.76M 0.0% ▲ Add 2 SEC ↗
20 Osaic Holdings, Inc. 157.35K -23.2% $8.40M 0.0% ▼ Trim 2 SEC ↗ ×2
21 Bnp Paribas Financial Markets 147.72K -41.5% $7.88M 0.0% ▼ Trim 2 SEC ↗
22 JPMorgan Chase ✦ 143.71K +21.9% $7.56M 0.0% ▲ Add 3 SEC ↗ ×6
23 Mercer Global Advisors Inc /Adv 128.64K -6.5% $6.86M 0.0% ▼ Trim 2 SEC ↗
24 Baird Financial Group, Inc. 111.26K +10.1% $5.94M 0.0% ▲ Add 2 SEC ↗ ×2
25 Blair William & Co/Il 109.20K -0.6% $5.83M 0.0% ▼ Trim 2 SEC ↗
26 Mml Investors Services, Llc 103.15K -18.1% $5.50M 0.0% ▼ Trim 2 SEC ↗
27 Barclays Plc 101.94K +8749.4% $5.44M 0.0% ▲ Add 2 SEC ↗ ×4
28 Marshall Wace ✦ 89.49K New $4.77M 0.0% New 1 SEC ↗
29 Qube Research & Technologies Ltd 83.47K -65.9% $4.45M 0.0% ▼ Trim 2 SEC ↗
30 Mariner, LLC 74.45K -12.1% $3.97M 0.0% ▼ Trim 2 SEC ↗ ×2
31 Pnc Financial Services Group, Inc. 66.94K -0.5% $3.57M 0.0% ▼ Trim 2 SEC ↗ ×4
32 Stifel Financial Corp 66.75K -26.9% $3.56M 0.0% ▼ Trim 2 SEC ↗
33 Truist Financial Corp 62.31K -9.4% $3.32M 0.0% ▼ Trim 2 SEC ↗ ×2
34 Fisher Asset Management ✦ 59.36K -34.4% $3.17M 0.0% ▼ Trim 8 SEC ↗
35 Cibc World Market Inc. 53.86K +7.4% $2.87M 0.0% ▲ Add 2 SEC ↗
36 Susquehanna International Group, Llp 48.53K -18.8% $2.59M 0.0% ▼ Trim 2 SEC ↗ ×2
37 Fidelity (FMR) ✦ 44.65K +9.0% $2.38M 0.0% ▲ Add 4 SEC ↗ ×2
38 Corient Private Wealth LP 41.17K -54.6% $2.16M 0.0% ▼ Trim 2 SEC ↗
39 Creative Planning 40.33K +0.1% $2.15M 0.0% ▲ Add 2 SEC ↗
40 Northwestern Mutual Wealth… 36.49K -20.5% $1.95M 0.0% ▼ Trim 2 SEC ↗
41 Rockefeller Capital Management L.P. 34.65K +4.5% $1.85M 0.0% ▲ Add 2 SEC ↗ ×2
42 AQR Capital Management ✦ 33.23K +17.1% $1.77M 0.0% ▲ Add 4 SEC ↗ ×2
43 Bank Of Montreal /Can/ 31.37K -10.0% $1.67M 0.0% ▼ Trim 2 SEC ↗ ×4
44 Captrust Financial Advisors 26.48K +5.3% $1.41M 0.0% ▲ Add 2 SEC ↗
45 Cwm, Llc 16.39K -2.8% $874,526 0.0% ▼ Trim 2 SEC ↗
46 Brown Advisory Inc 15.31K 0.0% $816,628 0.0% Held 2 SEC ↗
47 Lido Advisors, LLC 14.19K -47.3% $757,230 0.0% ▼ Trim 2 SEC ↗
48 Northern Trust Corp 12.41K New $661,860 0.0% New 1 SEC ↗
49 Wealthfront Advisers LLC 10.59K -5.1% $564,710 0.0% ▼ Trim 2 SEC ↗
50 Quantinno Capital Management LP 9.03K +12.6% $481,624 0.0% ▲ Add 2 SEC ↗
51 Us Bancorp \De\ 8.00K -72.1% $426,800 0.0% ▼ Trim 2 SEC ↗ ×2
52 Focus Partners Wealth 7.15K -35.9% $381,701 0.0% ▼ Trim 2 SEC ↗
53 TD Waterhouse Canada Inc. 6.92K -82.1% $369,563 0.0% ▼ Trim 2 SEC ↗
54 Jane Street Group, Llc 6.28K -31.7% $334,878 0.0% ▼ Trim 2 SEC ↗
55 Credit Agricole S A 6.25K +29.7% $333,704 0.0% ▲ Add 2 SEC ↗
56 National Bank Of Canada /Fi/ 6.15K -1.5% $327,865 0.0% ▼ Trim 2 SEC ↗
57 IMC-Chicago, LLC 5.07K -63.0% $270,271 0.0% ▼ Trim 2 SEC ↗
58 Fifth Third Bancorp 4.32K +2688.4% $230,569 0.0% ▲ Add 2 SEC ↗
59 UBS AM, a distinct business unit of… 3.72K +160.0% $198,249 0.0% ▲ Add 2 SEC ↗
60 Franklin Resources Inc 1.22K 0.0% $65,087 0.0% Held 2 SEC ↗
61 Assetmark, Inc 1.06K -7.0% $56,444 0.0% ▼ Trim 2 SEC ↗
62 Russell Investments Group, Ltd. 985 -14.3% $52,550 0.0% ▼ Trim 2 SEC ↗
63 Kayne Anderson Rudnick Investment… 390 0.0% $20,806 0.0% Held 2 SEC ↗
64 BlackRock ✦ (passive) 75 -98.0% $4,001 0.0% ▼ Trim 4 SEC ↗ ×2

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

New buyers

Marshall Wace $4.77M 0.0%
Northern Trust Corp $661,860 0.0%

Exited

Tudor Investment Corp Et Al $12.88M was 0.1%
Walleye Trading LLC $3.38M was 0.1%
Citadel Advisors $3.08M was 0.0%
Renaissance Technologies $1.81M was 0.0%
Cerity Partners LLC $941,814 was 0.0%
Simplex Trading, Llc $43,256 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: Q1 2026 · Methodology · Get this via the API