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 |
---|---|---|---|---|---|
Busey Wealth Management
|
Jul 23, 2024 Q2 2024 |
2,180
shares
|
$334,085
0.01% of portfolio
|
Q2 2024
Reduced 14.71%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
2,168
shares
|
$332,246
0.0% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,150
shares
|
$329,487
0.04% of portfolio
|
Q2 2024
Reduced 9.4%
|
|
Legacy Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
2,130
shares
|
$326,422
0.04% of portfolio
|
Q2 2024
Added 0.38%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,995
shares
|
$305,733
0.0% of portfolio
|
Q3 2023
Reduced 22.34%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1,952
shares
|
$299,144
0.0% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
1,938
shares
|
$296,998
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
1,937
shares
|
$296,845
0.0% of portfolio
|
Q2 2024
Added 0.36%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,900
shares
|
$291,175
0.01% of portfolio
|
Q2 2024
Reduced 9.44%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
1,841
shares
|
$282,133
0.0% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
1,767
shares
|
$270,792
0.02% of portfolio
|
Q2 2024
New holding
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
1,687
shares
|
$258,532
0.0% of portfolio
|
Q2 2024
Reduced 23.94%
|
|
Family Asset Management, LLC
Charleston, SC |
Aug 01, 2024 Q2 2024 |
1,646
shares
|
$252,249
0.15% of portfolio
|
Q2 2024
Reduced 9.01%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
1,618
shares
|
$247,958
0.01% of portfolio
|
Q2 2024
New holding
|
|
Coastal Bridge Advisors, LLC
|
Aug 15, 2024 Q2 2024 |
1,613
shares
|
$247,192
0.06% of portfolio
|
Q4 2022
New holding
|
|
Southern Capital Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
1,610
shares
|
$246,732
0.14% of portfolio
|
Q2 2024
Added 0.37%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
1,563
shares
|
$239,529
0.02% of portfolio
|
Q2 2024
Added 0.9%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
1,536
shares
|
$235,392
0.08% of portfolio
|
Q2 2024
Added 2.2%
|
|
Graypoint LLC
|
Jul 31, 2024 Q2 2024 |
1,531
shares
|
$234,625
0.02% of portfolio
|
Q4 2023
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
1,510
shares
|
$231,407
0.01% of portfolio
|
Q2 2019
Closed
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,500
shares
|
$229,875
0.04% of portfolio
|
Q4 2023
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,484
shares
|
$227,423
0.01% of portfolio
|
Q4 2023
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
1,449
shares
|
$222,059
0.0% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,440
shares
|
$220,680
0.0% of portfolio
|
Q2 2024
Added 4.73%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
1,438
shares
|
$220,373
0.0% of portfolio
|
Q2 2024
Reduced 0.69%
|