Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 207 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 $343 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,407
shares
|
$605,830
0.0% of portfolio
|
Q3 2024
Reduced 27.37%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
4,400
shares
|
$604,868
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,270
shares
|
$586,996
0.01% of portfolio
|
Q3 2024
Reduced 19.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
4,244
shares
|
$583,422
0.0% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
4,240
shares
|
$582,872
0.01% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
4,205
shares
|
$578,061
0.49% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,200
shares
|
$577,374
0.0% of portfolio
|
Q3 2022
Reduced 0.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
4,002
shares
|
$550,154
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
3,951
shares
|
$543,143
0.42% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
3,935
shares
|
$540,944
0.12% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,848
shares
|
$528,984
0.01% of portfolio
|
Q3 2022
Reduced 18.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
3,792
shares
|
$521,286
0.0% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,771
shares
|
$518,399
0.09% of portfolio
|
Q3 2022
Reduced 0.63%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,719
shares
|
$511,250
0.44% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,617
shares
|
$497,228
0.01% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
3,577
shares
|
$491,730
0.0% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,522
shares
|
$484,169
0.0% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,500
shares
|
$481,145
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,423
shares
|
$470,559
0.0% of portfolio
|
Q3 2024
Reduced 29.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
3,343
shares
|
$459,562
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
3,146
shares
|
$432,480
0.05% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,087
shares
|
$424,369
0.03% of portfolio
|
Q3 2023
Added 1.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,015
shares
|
$414,472
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,965
shares
|
$407,598
0.0% of portfolio
|
Q3 2024
Reduced 40.41%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,955
shares
|
$406,223
0.01% of portfolio
|
Q4 2023
Reduced 13.37%
|