Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 219 institutions that hold shares in the stock, with a total of 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
404,744
shares
|
$58 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
306,221
shares
|
$43.9 Million
0.89% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
268,831
shares
|
$38.5 Million
0.0% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
125,352
shares
|
$18 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
116,082
shares
|
$16.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
89,015
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
85,424
shares
|
$12.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
73,125
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
69,330
shares
|
$9.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
47,685
shares
|
$6.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
33,027
shares
|
$4.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
31,677
shares
|
$4.54 Million
0.0% of portfolio
|
Q1 2025
Added 130.7%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
30,479
shares
|
$4.37 Million
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
25,400
shares
|
$3.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.26%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
24,937
shares
|
$3.57 Million
2.63% of portfolio
|
Q3 2023
Added 15.68%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
24,796
shares
|
$3.55 Million
0.15% of portfolio
|
Q2 2025
Added 146.65%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
23,027
shares
|
$3.3 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
22,130
shares
|
$3.17 Million
0.52% of portfolio
|
Q1 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
19,602
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Added 13901.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,576
shares
|
$2.81 Million
0.01% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
17,231
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
16,692
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,230
shares
|
$2.33 Million
0.07% of portfolio
|
Q4 2023
Reduced 2.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
16,093
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.87%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
15,740
shares
|
$2.26 Million
0.02% of portfolio
|
Q2 2025
Added 9.21%
|