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 |
---|---|---|---|---|---|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
3,146
shares
|
$482,124
0.05% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,087
shares
|
$473,082
0.03% of portfolio
|
Q3 2023
Added 1.25%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
3,082
shares
|
$472,316
0.03% of portfolio
|
Q2 2024
New holding
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,015
shares
|
$462,048
0.0% of portfolio
|
Q3 2023
New holding
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,977
shares
|
$456,225
0.0% of portfolio
|
Q2 2024
Added 77.73%
|
|
Ifrah Financial Services, Inc.
|
Aug 05, 2024 Q2 2024 |
2,964
shares
|
$454,233
0.12% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,955
shares
|
$452,853
0.01% of portfolio
|
Q4 2023
Reduced 13.37%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,889
shares
|
$442,739
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,822
shares
|
$432,471
0.16% of portfolio
|
Q3 2023
Reduced 13.65%
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
2,806
shares
|
$430,019
0.39% of portfolio
|
Q2 2024
Reduced 5.3%
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Jul 19, 2024 Q2 2024 |
2,793
shares
|
$428,027
0.28% of portfolio
|
Q2 2024
Added 10.35%
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
2,783
shares
|
$426,494
0.04% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
2,706
shares
|
$414,694
0.1% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
2,608
shares
|
$399,676
0.0% of portfolio
|
Q2 2024
Reduced 42.08%
|
|
Adell Harriman & Carpenter Inc
|
Aug 01, 2024 Q2 2024 |
2,587
shares
|
$396,457
0.03% of portfolio
|
Q2 2023
Reduced 6.91%
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
2,559
shares
|
$392,166
0.18% of portfolio
|
Q3 2024
Added 1.91%
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,555
shares
|
$391,553
0.04% of portfolio
|
Q4 2021
Reduced 2.48%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
2,495
shares
|
$382,358
0.0% of portfolio
|
Q2 2024
Added 2.38%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
2,427
shares
|
$371,937
0.0% of portfolio
|
Q2 2024
Reduced 9.34%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
2,394
shares
|
$366,880
0.05% of portfolio
|
Q3 2024
New holding
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
2,383
shares
|
$365,194
0.03% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
2,368
shares
|
$362,896
0.13% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
2,330
shares
|
$357,072
0.01% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,250
shares
|
$344,812
0.0% of portfolio
|
Q3 2021
New holding
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
2,200
shares
|
$337,150
0.0% of portfolio
|
Q2 2024
Reduced 46.34%
|