Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 214 institutions that hold shares in the stock, with a total of 2.64 Million shares, which have been reported (via 13F filing form) to have a value of $392 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
15,805
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
11,862
shares
|
$1.76 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
11,732
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,807
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,741
shares
|
$1.59 Million
0.54% of portfolio
|
Q3 2022
Reduced 0.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,056
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
9,488
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
9,479
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
9,127
shares
|
$1.35 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
8,822
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,356
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,147
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
8,021
shares
|
$1.19 Million
0.96% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
7,826
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,912
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,899
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,870
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
5,903
shares
|
$874,942
0.25% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,355
shares
|
$793,718
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
5,350
shares
|
$792,977
0.0% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,325
shares
|
$789,271
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,132
shares
|
$760,665
0.04% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
5,006
shares
|
$741,989
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
4,770
shares
|
$707,009
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
4,479
shares
|
$663,877
0.05% of portfolio
|
Q3 2025
Reduced 4.29%
|