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Security record

IHI

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

52.69 -0.2% mkt cap $2.94B quote delayed (FMP) · as of Oct 13 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
67Tracked holders
+5Δ holders
20.52MShares held
$1.01BReported value
+8New positions
−4Exits
Rising Conviction score 60/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +8.1% · share flow +8.5% · net new positions +6.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 67 +5 20.52M $1.01B +8 −4
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 —
Q2 2025 6 0 219.37K $13.74M +1 −1
Q1 2025 4 +2 326.29K $19.64M +2 —
Q4 2024 2 -4 1.30M $75.87M — −4
Q3 2024 6 +1 1.69M $100.36M +1 —
Q2 2024 5 — 2.33M $130.35M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 2.55M -21.0% $125.99M 0.0% ▼ Trim 4 SEC ↗ ×10
2 Two Sigma Investments ✦ 2.51M +125.0% $124.18M 0.1% ▲ Add 4 SEC ↗
3 Citigroup Inc 2.12M +8.6% $104.74M 0.0% ▲ Add 3 SEC ↗ ×2
4 Bank Of America Corp /De/ 1.91M +42.2% $94.48M 0.0% ▲ Add 3 SEC ↗ ×4
5 LPL Financial LLC 1.18M -8.7% $58.21M 0.0% ▼ Trim 3 SEC ↗
6 Royal Bank Of Canada 1.14M +55.7% $56.13M 0.0% ▲ Add 3 SEC ↗ ×6
7 Wells Fargo & Company/Mn 877.52K -25.0% $43.36M 0.0% ▼ Trim 3 SEC ↗ ×3
8 UBS Group AG 869.22K -8.2% $42.95M 0.0% ▼ Trim 3 SEC ↗ ×3
9 Raymond James Financial Inc 672.66K -25.4% $33.24M 0.0% ▼ Trim 3 SEC ↗ ×2
10 D. E. Shaw & Co. ✦ 667.63K +102.8% $32.99M 0.0% ▲ Add 4 SEC ↗
11 Envestnet Asset Management Inc 658.74K +0.6% $32.55M 0.0% ▲ Add 3 SEC ↗
12 Marshall Wace ✦ 621.62K +594.6% $30.71M 0.0% ▲ Add 2 SEC ↗ ×2
13 Goldman Sachs Group ✦ 548.00K -69.2% $27.08M 0.0% ▼ Trim 4 SEC ↗
14 Td Asset Management Inc 367.20K New $18.14M 0.0% New 1 SEC ↗
15 Ameriprise Financial Inc 356.12K +8.1% $17.59M 0.0% ▲ Add 3 SEC ↗ ×4
16 Susquehanna International Group, Llp 316.76K +552.7% $15.65M 0.0% ▲ Add 3 SEC ↗
17 Millennium Management ✦ 250.02K New $12.35M 0.0% New 1 SEC ↗
18 Cetera Investment Advisers 226.57K -9.2% $11.19M 0.0% ▼ Trim 3 SEC ↗
19 Commonwealth Equity Services, Llc 209.75K -33.1% $10.36M 0.0% ▼ Trim 3 SEC ↗
20 Wealth Enhancement Advisory… 184.55K -1.9% $9.47M 0.0% ▼ Trim 3 SEC ↗
21 Osaic Holdings, Inc. 179.01K +13.8% $8.85M 0.0% ▲ Add 3 SEC ↗ ×3
22 Point72 Asset Management ✦ 178.12K -2.6% $8.80M 0.0% ▼ Trim 3 SEC ↗
23 Mml Investors Services, Llc 170.93K +65.7% $8.45M 0.0% ▲ Add 3 SEC ↗
24 Jones Financial Companies Lllp 161.65K -14.4% $8.25M 0.0% ▼ Trim 3 SEC ↗ ×2
25 Baird Financial Group, Inc. 154.89K +39.2% $7.65M 0.0% ▲ Add 3 SEC ↗ ×2
26 Mercer Global Advisors Inc /Adv 153.97K +19.7% $7.61M 0.0% ▲ Add 3 SEC ↗
27 JPMorgan Chase ✦ 149.10K +3.8% $7.56M 0.0% ▲ Add 4 SEC ↗ ×6
28 Blair William & Co/Il 108.90K -0.3% $5.38M 0.0% ▼ Trim 3 SEC ↗
29 Stifel Financial Corp 99.69K +49.4% $4.93M 0.0% ▲ Add 3 SEC ↗ ×2
30 Pnc Financial Services Group, Inc. 63.95K -4.5% $3.16M 0.0% ▼ Trim 3 SEC ↗ ×4
31 Truist Financial Corp 59.75K -4.1% $2.95M 0.0% ▼ Trim 3 SEC ↗ ×2
32 Simplex Trading, Llc 54.19K New $2.68M 0.1% New 1 SEC ↗
33 Cibc World Market Inc. 53.56K -0.6% $2.65M 0.0% ▼ Trim 3 SEC ↗
34 Bank Of Montreal /Can/ 53.35K +70.1% $2.64M 0.0% ▲ Add 3 SEC ↗ ×4
35 Fisher Asset Management ✦ 53.21K -10.4% $2.63M 0.0% ▼ Trim 9 SEC ↗
36 Mariner, LLC 44.96K -39.6% $2.22M 0.0% ▼ Trim 3 SEC ↗
37 Northwestern Mutual Wealth… 44.37K +21.6% $2.19M 0.0% ▲ Add 3 SEC ↗
38 Tidal Investments LLC 42.78K New $2.11M 0.0% New 1 SEC ↗
39 Renaissance Technologies ✦ 41.50K New $2.05M 0.0% New 1 SEC ↗
40 Bnp Paribas Financial Markets 40.50K -72.6% $2.00M 0.0% ▼ Trim 3 SEC ↗
41 Creative Planning 37.35K -7.4% $1.85M 0.0% ▼ Trim 3 SEC ↗
42 Corient Private Wealth LP 36.98K -10.2% $1.83M 0.0% ▼ Trim 3 SEC ↗
43 Fidelity (FMR) ✦ 36.15K -19.0% $1.79M 0.0% ▼ Trim 5 SEC ↗ ×2
44 Focus Partners Wealth 36.04K +403.8% $1.78M 0.0% ▲ Add 3 SEC ↗
45 AQR Capital Management ✦ 33.27K +0.1% $1.64M 0.0% ▲ Add 5 SEC ↗ ×2
46 Rockefeller Capital Management L.P. 31.81K -8.2% $1.57M 0.0% ▼ Trim 3 SEC ↗ ×2
47 Captrust Financial Advisors 23.88K -9.8% $1.18M 0.0% ▼ Trim 3 SEC ↗
48 Peak6 Llc 18.34K New $906,328 0.0% New 1 SEC ↗
49 Lido Advisors, LLC 13.81K -2.7% $682,302 0.0% ▼ Trim 3 SEC ↗
50 Northern Trust Corp 12.41K 0.0% $612,980 0.0% Held 2 SEC ↗
51 Credit Agricole S A 11.72K +87.4% $579,135 0.0% ▲ Add 3 SEC ↗
52 Brown Advisory Inc 11.41K -25.5% $563,552 0.0% ▼ Trim 3 SEC ↗
53 Wealthfront Advisers LLC 11.27K +6.5% $557,048 0.0% ▲ Add 3 SEC ↗
54 Balyasny Asset Management L.P. 11.10K New $548,451 0.0% New 1 SEC ↗
55 TD Waterhouse Canada Inc. 9.21K +33.0% $460,221 0.0% ▲ Add 3 SEC ↗
56 Us Bancorp \De\ 7.14K -10.8% $352,688 0.0% ▼ Trim 3 SEC ↗ ×2
57 Quantinno Capital Management LP 6.50K -28.0% $321,112 0.0% ▼ Trim 3 SEC ↗
58 Barclays Plc 5.51K -94.6% $272,398 0.0% ▼ Trim 3 SEC ↗ ×3
59 Victory Capital Management Inc 5.00K New $246,856 0.0% New 1 SEC ↗
60 National Bank Of Canada /Fi/ 4.41K -28.3% $217,805 0.0% ▼ Trim 3 SEC ↗
61 UBS AM, a distinct business unit of… 3.72K 0.0% $183,608 0.0% Held 3 SEC ↗
62 Fifth Third Bancorp 3.56K -17.6% $176,039 0.0% ▼ Trim 3 SEC ↗
63 Kayne Anderson Rudnick Investment… 2.36K +505.1% $116,611 0.0% ▲ Add 3 SEC ↗
64 Franklin Resources Inc 1.38K +13.2% $68,235 0.0% ▲ Add 3 SEC ↗ ×2
65 Assetmark, Inc 1.06K 0.0% $52,276 0.0% Held 3 SEC ↗
66 BlackRock ✦ (passive) 172 +129.3% $8,498 0.0% ▲ Add 5 SEC ↗ ×2
67 Russell Investments Group, Ltd. 144 -85.4% $7,115 0.0% ▼ Trim 3 SEC ↗

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

New buyers

Exited

HighTower Advisors, LLC $10.51M was 0.0%
Qube Research & Technologies… $4.45M was 0.0%
Jane Street Group, Llc $334,878 was 0.0%
IMC-Chicago, LLC $270,271 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: Q2 2026 · Methodology · Get this via the API