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 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
12,172
shares
|
$1.74 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11,683
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
10,807
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,741
shares
|
$1.54 Million
0.54% of portfolio
|
Q3 2022
Reduced 0.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,088
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,056
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
9,479
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
9,362
shares
|
$1.34 Million
0.72% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
8,422
shares
|
$1.21 Million
0.05% of portfolio
|
Q1 2025
Added 84.57%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,356
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
8,021
shares
|
$1.15 Million
0.96% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
7,826
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
7,750
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 297.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
7,269
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,912
shares
|
$990,420
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,870
shares
|
$984,402
0.01% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
5,903
shares
|
$845,840
0.25% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
5,707
shares
|
$817,756
0.0% of portfolio
|
Q1 2025
Added 266.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,355
shares
|
$767,317
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,287
shares
|
$757,574
0.0% of portfolio
|
Q1 2025
Reduced 79.78%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,132
shares
|
$735,364
0.04% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
5,006
shares
|
$717,309
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
5,000
shares
|
$716,450
0.0% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
4,910
shares
|
$703,553
0.27% of portfolio
|
Q2 2025
Reduced 77.48%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
4,770
shares
|
$683,493
0.0% of portfolio
|
Q4 2023
New holding
|