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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,955
shares
|
$423,421
0.01% of portfolio
|
Q4 2023
Reduced 13.37%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,942
shares
|
$421,559
0.18% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,869
shares
|
$411,099
0.0% of portfolio
|
Q4 2024
Reduced 28.31%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,858
shares
|
$409,522
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,822
shares
|
$404,364
0.16% of portfolio
|
Q3 2023
Reduced 13.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,773
shares
|
$397,343
0.0% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,769
shares
|
$396,770
0.04% of portfolio
|
Q2 2025
Added 71.67%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,736
shares
|
$392,041
0.31% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,649
shares
|
$379,575
0.0% of portfolio
|
Q1 2025
Reduced 45.75%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,625
shares
|
$376,136
0.02% of portfolio
|
Q2 2025
Added 26.08%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,593
shares
|
$371,550
0.0% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
2,579
shares
|
$369,544
0.08% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
2,563
shares
|
$367,252
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,555
shares
|
$366,105
0.04% of portfolio
|
Q4 2021
Reduced 2.48%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
2,500
shares
|
$358,225
0.01% of portfolio
|
Q1 2025
Added 201.57%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,491
shares
|
$356,935
0.0% of portfolio
|
Q2 2025
Reduced 22.95%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,483
shares
|
$355,789
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
2,450
shares
|
$351,060
0.14% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,383
shares
|
$341,460
0.02% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,324
shares
|
$333,005
0.0% of portfolio
|
Q2 2025
Reduced 23.7%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,310
shares
|
$330,999
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
2,263
shares
|
$324,265
0.28% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,250
shares
|
$322,402
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,220
shares
|
$318,103
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,109
shares
|
$302,198
0.05% of portfolio
|
Q2 2025
New holding
|