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 |
---|---|---|---|---|---|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
5,328
shares
|
$816,516
0.03% of portfolio
|
Q2 2024
Added 38.17%
|
|
Simmons Bank
|
Jul 26, 2024 Q2 2024 |
5,260
shares
|
$806,095
0.06% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
4,976
shares
|
$762,572
0.0% of portfolio
|
Q2 2024
Reduced 42.28%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
4,853
shares
|
$743,722
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
Bray Capital Advisors
|
Jul 31, 2024 Q2 2024 |
4,835
shares
|
$740,963
0.17% of portfolio
|
Q2 2023
Reduced 14.42%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
4,802
shares
|
$735,906
0.0% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
4,770
shares
|
$731,002
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
4,577
shares
|
$701,425
0.53% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 07, 2024 Q2 2024 |
4,400
shares
|
$674,300
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
4,348
shares
|
$666,331
0.02% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 18, 2024 Q3 2024 |
4,240
shares
|
$649,780
0.01% of portfolio
|
Q1 2024
Added 1.19%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
4,200
shares
|
$643,650
0.0% of portfolio
|
Q3 2022
Reduced 0.83%
|
|
Unionview, LLC
Seattle, WA |
Aug 02, 2024 Q2 2024 |
4,188
shares
|
$641,811
0.48% of portfolio
|
Q2 2024
Added 0.36%
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 06, 2024 Q2 2024 |
3,969
shares
|
$608,249
0.42% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
3,935
shares
|
$603,038
0.12% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,848
shares
|
$589,706
0.01% of portfolio
|
Q3 2022
Reduced 18.23%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,771
shares
|
$577,905
0.09% of portfolio
|
Q3 2022
Reduced 0.63%
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,697
shares
|
$566,565
0.07% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
3,614
shares
|
$553,845
0.0% of portfolio
|
Q2 2024
Added 7.24%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
3,535
shares
|
$541,738
0.0% of portfolio
|
Q2 2024
Added 16.32%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
3,500
shares
|
$536,375
0.01% of portfolio
|
Q1 2024
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
3,411
shares
|
$522,735
0.0% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
3,380
shares
|
$517,985
0.0% of portfolio
|
Q2 2024
Added 14.19%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
3,352
shares
|
$513,694
0.0% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
3,328
shares
|
$510,016
0.01% of portfolio
|
Q2 2024
Added 13.12%
|