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 |
|---|---|---|---|---|---|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,224
shares
|
$626,081
0.4% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
4,083
shares
|
$605,182
0.04% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,948
shares
|
$585,172
0.0% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
3,931
shares
|
$582,652
0.0% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,918
shares
|
$580,725
0.0% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
3,857
shares
|
$571,684
0.35% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,848
shares
|
$570,350
0.01% of portfolio
|
Q3 2022
Reduced 18.23%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,771
shares
|
$558,937
0.09% of portfolio
|
Q3 2022
Reduced 0.63%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,746
shares
|
$555,232
0.01% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,680
shares
|
$545,449
0.43% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3,618
shares
|
$536,259
0.01% of portfolio
|
Q1 2025
Added 123.61%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,595
shares
|
$532,850
0.16% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
3,594
shares
|
$532,702
0.11% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
3,587
shares
|
$531,665
0.05% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,516
shares
|
$521,141
0.01% of portfolio
|
Q2 2025
Added 186.32%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,500
shares
|
$518,770
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,467
shares
|
$513,878
0.0% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,450
shares
|
$511,359
0.0% of portfolio
|
Q3 2025
Added 38.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,147
shares
|
$466,448
0.0% of portfolio
|
Q2 2025
Reduced 17.68%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,087
shares
|
$457,555
0.03% of portfolio
|
Q3 2023
Added 1.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
3,037
shares
|
$450,144
0.0% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,015
shares
|
$446,883
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
3,015
shares
|
$446,883
0.0% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
3,005
shares
|
$445,401
0.01% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,991
shares
|
$443,326
0.0% of portfolio
|
Q2 2025
Added 19.69%
|