Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $351 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
452,495
shares
|
$63.4 Million
0.04% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
298,613
shares
|
$41.8 Million
0.76% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
262,329
shares
|
$36.7 Million
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
128,760
shares
|
$18 Million
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
127,319
shares
|
$17.8 Million
0.1% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
101,521
shares
|
$14.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
86,300
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
76,627
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
Added 16.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
75,673
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
66,816
shares
|
$9.36 Million
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
44,367
shares
|
$6.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.34%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
43,934
shares
|
$6.15 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
33,224
shares
|
$4.65 Million
0.01% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
33,100
shares
|
$4.63 Million
0.01% of portfolio
|
Q4 2021
Reduced 0.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
26,148
shares
|
$3.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
24,937
shares
|
$3.49 Million
2.63% of portfolio
|
Q3 2023
Added 15.68%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
24,055
shares
|
$3.37 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
23,600
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
22,701
shares
|
$3.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 44.88%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
22,130
shares
|
$3.1 Million
0.52% of portfolio
|
Q1 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
18,475
shares
|
$2.59 Million
0.01% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
16,963
shares
|
$2.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,230
shares
|
$2.27 Million
0.07% of portfolio
|
Q4 2023
Reduced 2.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
16,095
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
15,799
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.99%
|