Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 218 institutions that hold shares in the stock, with a total of 2.68 Million shares, which have been reported (via 13F filing form) to have a value of $384 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
4,680
shares
|
$670,597
0.05% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
4,526
shares
|
$648,530
0.12% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,224
shares
|
$605,256
0.4% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
4,108
shares
|
$588,635
0.04% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,948
shares
|
$565,708
0.0% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,918
shares
|
$561,410
0.0% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,878
shares
|
$555,678
0.01% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
3,857
shares
|
$552,669
0.35% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,848
shares
|
$551,379
0.01% of portfolio
|
Q3 2022
Reduced 18.23%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,830
shares
|
$548,800
0.06% of portfolio
|
Q2 2025
Added 37.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,818
shares
|
$547,081
0.0% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,771
shares
|
$540,346
0.09% of portfolio
|
Q3 2022
Reduced 0.63%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,659
shares
|
$524,298
0.37% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
3,619
shares
|
$518,566
0.1% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,618
shares
|
$518,423
0.01% of portfolio
|
Q1 2025
Added 123.61%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,595
shares
|
$515,127
0.16% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,500
shares
|
$501,515
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
3,445
shares
|
$493,634
0.01% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,278
shares
|
$469,704
0.0% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,147
shares
|
$450,933
0.0% of portfolio
|
Q2 2025
Reduced 17.68%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,087
shares
|
$442,336
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
|
$435,171
0.0% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,015
shares
|
$432,019
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
3,015
shares
|
$432,019
0.0% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,991
shares
|
$428,580
0.0% of portfolio
|
Q2 2025
Added 19.69%
|