Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 217 institutions that hold shares in the stock, with a total of 2.91 Million shares, which have been reported (via 13F filing form) to have a value of $446 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,230
shares
|
$2.49 Million
0.07% of portfolio
|
Q4 2023
Reduced 2.03%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
14,867
shares
|
$2.28 Million
0.02% of portfolio
|
Q2 2024
Added 9.44%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
14,413
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2024
Added 1626.11%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
14,390
shares
|
$2.21 Million
0.02% of portfolio
|
Q2 2024
Reduced 56.83%
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
13,318
shares
|
$2.04 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
12,248
shares
|
$1.88 Million
0.49% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
11,787
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2024
Added 1.87%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
10,798
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,741
shares
|
$1.65 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
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 13.2%
|
|
Kkm Financial LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
9,729
shares
|
$1.49 Million
0.64% of portfolio
|
Q2 2024
Added 24.78%
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
9,479
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
8,905
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2024
Added 440.68%
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 02, 2024 Q2 2024 |
7,898
shares
|
$1.21 Million
1.27% of portfolio
|
Q2 2024
Added 0.37%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
7,501
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,912
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
Nvwm, LLC
|
Aug 13, 2024 Q2 2024 |
6,581
shares
|
$1.01 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
6,524
shares
|
$999,803
0.01% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
6,476
shares
|
$992,447
0.03% of portfolio
|
Q1 2024
Reduced 5.23%
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
6,421
shares
|
$984,018
0.47% of portfolio
|
Q2 2024
Added 15.26%
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 14, 2024 Q2 2024 |
6,253
shares
|
$958,272
0.27% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
6,073
shares
|
$930,687
0.21% of portfolio
|
Q3 2024
Added 13.09%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
6,068
shares
|
$929,921
0.0% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
5,720
shares
|
$876,590
0.0% of portfolio
|
Q2 2024
Added 1.38%
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
5,388
shares
|
$825,711
0.02% of portfolio
|
Q2 2024
New holding
|