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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,926
shares
|
$402,237
0.0% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,889
shares
|
$397,150
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,822
shares
|
$387,940
0.16% of portfolio
|
Q3 2023
Reduced 13.65%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
2,806
shares
|
$385,740
0.39% of portfolio
|
Q2 2024
Reduced 5.3%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
2,783
shares
|
$382,579
0.04% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
2,706
shares
|
$371,993
0.1% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
2,587
shares
|
$355,634
0.03% of portfolio
|
Q2 2023
Reduced 6.91%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,562
shares
|
$352,198
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,559
shares
|
$351,785
0.15% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,555
shares
|
$351,235
0.04% of portfolio
|
Q4 2021
Reduced 2.48%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,544
shares
|
$349,723
0.19% of portfolio
|
Q3 2024
Reduced 73.85%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
2,499
shares
|
$343,537
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,470
shares
|
$339,550
0.04% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,438
shares
|
$335,151
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,390
shares
|
$328,553
0.0% of portfolio
|
Q3 2024
Added 22.44%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
2,383
shares
|
$327,591
0.03% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
2,368
shares
|
$325,528
0.13% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
2,330
shares
|
$320,305
0.01% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,298
shares
|
$315,906
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,250
shares
|
$309,307
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,180
shares
|
$299,684
0.01% of portfolio
|
Q2 2024
Reduced 14.71%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
2,169
shares
|
$298,172
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,151
shares
|
$295,697
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,138
shares
|
$293,910
0.03% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,001
shares
|
$275,077
0.0% of portfolio
|
Q3 2024
Added 3.3%
|