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 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $318 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
15,799
shares
|
$2.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Feb 14, 2025 Q4 2024 |
14,400
shares
|
$1.83 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,731
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
12,248
shares
|
$1.56 Million
0.32% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
11,351
shares
|
$1.44 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
11,308
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,741
shares
|
$1.36 Million
0.54% of portfolio
|
Q3 2022
Reduced 0.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
10,307
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,056
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
9,479
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
8,913
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 41.4%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
8,824
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 106.65%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,773
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Added 242.43%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
7,965
shares
|
$1.01 Million
1.15% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,912
shares
|
$878,376
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
6,910
shares
|
$878,122
0.01% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,815
shares
|
$866,050
0.0% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
6,253
shares
|
$794,631
0.25% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
5,357
shares
|
$680,767
0.0% of portfolio
|
Q4 2024
Added 926.25%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
5,226
shares
|
$664,120
0.05% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
5,226
shares
|
$664,120
0.32% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
5,207
shares
|
$661,705
0.14% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
5,034
shares
|
$639,720
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
5,000
shares
|
$635,400
0.0% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,883
shares
|
$620,531
0.0% of portfolio
|
Q4 2024
Added 64.69%
|