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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,108
shares
|
$302,055
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
2,042
shares
|
$292,598
0.03% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,995
shares
|
$285,863
0.0% of portfolio
|
Q3 2023
Reduced 22.34%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,968
shares
|
$281,994
0.0% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,944
shares
|
$278,555
0.03% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Belvedere Trading LLC
|
Aug 01, 2025 Q2 2025 |
1,872
shares
|
$268,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
1,850
shares
|
$265,086
0.01% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,768
shares
|
$253,336
0.01% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
1,748
shares
|
$250,470
0.01% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,635
shares
|
$234,279
0.12% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
1,633
shares
|
$233,992
0.03% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,607
shares
|
$230,267
0.0% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
1,587
shares
|
$227,401
0.01% of portfolio
|
Q1 2025
Reduced 38.65%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,579
shares
|
$226,254
0.14% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,572
shares
|
$225,251
0.0% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,560
shares
|
$223,532
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
1,502
shares
|
$215,221
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,500
shares
|
$214,935
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,484
shares
|
$212,642
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,465
shares
|
$209,919
0.0% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
1,455
shares
|
$208,486
0.0% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,451
shares
|
$207,913
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,443
shares
|
$206,767
0.01% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,442
shares
|
$206,624
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,436
shares
|
$205,764
0.01% of portfolio
|
Q2 2025
Reduced 35.66%
|